By Susan Rambo, Jesse Allen, and Liz Allan
美国 government will provide about $162 million in federal incentives, under the CHIPS and Science Act, to help Microchip onshore its 半导体供应链. The move is aimed at securing a reliable domestic supply of MCUs and mature-node chips. “Today’s announcement will help propel semiconductor manufacturing projects in Colorado and Oregon, and reinforce America’s chip supply chains for critical automotive, medical, aerospace, and defense technologies, among other applications,” 说过 John Neuffer, 半导体行业协会(SIA) 总裁兼首席执行官。
Five chip companies — 罗伯特·博世, 英飞凌, Nordic Semiconductor, 恩智浦半导体及 高通公司 — joined forces to create a new company Quintauris. The stated goal is to develop and commercialize RISC-V-based hardware, provide reference architectures, and help establish solutions that can be widely used across various industries. While the initial focus will be automotive, the companies plan to expand into mobile and IoT, as well.
X-FAB 后天 M-MOS Semiconductor, a fabless company specializing in the development of MOSFET technologies and the design of custom MOSFET devices, for €22.5 million (~$24.7 million). X‑FAB anticipates the acquisition will accelerate development of its power discrete business.
Global semiconductor capacity will reach 30 million wafers per month in 2024, a 新纪录, up 5.5% from 2023, according to SEMI.
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特别报道: Investments are booming as countries and companies vie for supply chain security and technology leadership. Here’s a look at 130 fab and facility investments in the chip industry.
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更多新闻的快速链接:
设计和电源
制造与测试
汽车和电池
安保行业
普适计算和人工智能
深度报告
员工
展会活动
设计和电源
Rambus公司 公布 availability of its Gen4 DDR5 Registering Clock Driver (RCD), which boosts the data rate to 7200 MT/s to support generative AI and other advanced data center workloads.
美国 H-1B签证计划 is poised for a shakeup due to a critical talent shortage and the need to keep highly qualified engineers in the country, especially after they graduate from U.S. universities.
Astrobotic公司 杠杆 安思’ multiphysics and digital mission engineering (DME) solutions to prepare for a lunar mission by predicting many categories of the spacecraft’s performance indicators, from plotting the orbital trajectory to analyzing communication system performance.
佐治亚理工学院 researchers created the world’s first functional semiconductor made from 石墨烯, a single sheet of carbon atoms held together by the strongest bonds known.
DARPA 试图 鉴定 under-explored approaches to quantum computing that could accelerate the timetable for utility-scale operation, where the computational value exceeds its cost. 微软 和 量子点 have been selected to move forward in the program and will design fault-tolerant smaller-scale quantum computer prototypes based on topological qubits and silicon-based photonics, respectively.
制造与测试
The magnitude 7.5 Noto Peninsula 日本地震 has not stopped production in the semiconductor industry, but it did temporarily halt manufacturing at 太阳诱电, 信越, 全球华夫, Toshiba及 TPSCo, according to TrendForce. 先进的 报道 没有问题及 Toshiba 将提供一个 更新.
布鲁克 说会 获得 Phasefocus, a privately held company with expertise in imaging and image processing algorithms.
荷兰人 government’s mandate that ASML stop shipping its NXT:2050i and NXT:2100i lithography systems to 中文 customers, has been partially revoked. ASML said the export control would affect only a small number of customers in China, and that it did not expect the export controls to have a material impact in 2023.
To remain competitive with foreign salaries, the Asia-based semiconductor industry is increasing starting pay rates. ’东京电子 会提高 the starting salaries of new hires by about 40%, according to Nikkei Asia. TSMC, meanwhile, offered starting salaries in 2022 that were 40% higher than the local average, and will offer larger starting salaries at its new plant in Kikuyo, Kumamoto Prefecture, which may boost salaries across the board, according to the JapanTimes.
以色列 government will provide a 3.2 亿美元的拨款 to help pay for the $25 billion chip plant 英特尔 is building in southern Israel.
UMC 赚 an AAA certification for IP management from 台湾’s Industrial Development Administration of the Ministry of Economic Affairs. The certification is given to companies that show continuous efforts on managing and optimizing IP.
美国 国家创新科技研究院 推出 the national Semiconductor and Advanced Manufacturing Technician Apprenticeship Program (SAM-TAP) as part of the U.S. Department of Labor’s mission to create Registered Apprenticeships (RAs) for the semiconductor and nanotechnology-related industries.
汽车和电池
Twelve companies, including 瑞萨科技, Cadence公司, 新思, 本田, 马自达及 日产, 成熟 the Advanced SoC Research for Automotive (ASRA) network to research and develop high-performance digital ICs for automotive. The plan is to have these chips in mass production from 2030 onward.
A huge number of startups are attempting to jump start new technologies in the automotive sector in what has become a highly competitive and global race. Investors are funneling large sums of money for everything from lidar to power semiconductors.
Changes to the federal 电动汽车税收抵免 took effect on January 1. Topping out at $7,500, the credit will exclude certain EVs that contain components or critical minerals from “foreign entities of concern” (FEOC). Some buyers will be able to access the credit right after purchasing an eligible vehicle.
安思 sensors will be 无障碍 中 NVIDIA公司‘s scenario-based AV simulator, allowing users to access to high-fidelity sensor simulation outputs for the training and validation of perception ADAS/AV systems.
空中客车公司 和 宝马 推出 the Quantum Mobility Quest global computing challenge “to tackle the most pressing challenges in aviation and automotive that have remained insurmountable for classical computers.”
Rivian is 回顾 some 2022 R1T and R1S vehicles because the accelerator pedal may not detect when the driver releases the pedal, which can result in unintended vehicle movement of the vehicle. Rivian has released an over-the-air software update, and will replace the accelerator pedals for free.
Croatian EV company 里马克, which makes the Nevera electric hypercar and co-owns 布加迪, plans to produce a fleet of 自动出租车 by 2026, reports Forbes.
莱达科技, which develops AI-based low-level sensor fusion and perception software for assisted and autonomous driving, is now a public company. It will trade as LDTC on the NASDAQ.
In what may truly be the first smartphone on wheels, China’s 小米 推出 its SU7 EV, which it claims will accelerate faster than 保时捷’s Taycan and 特斯拉’s Model S, reports CNBC. The car is integrated with Xiaomi’s smartphone and internet-connected home appliances, but also will be compatible with the iPhone, iPad, CarPlay, and AirPlay.
同时, 比亚迪 超越 特斯拉’s production for a second straight year with more than 3 million vehicles, and 仁王 亮相 its ET9 executive sedan to take on 梅赛德斯 - 奔驰‘s Maybach and 保时捷‘s Panamera, featuring self-designed autonomous driving semiconductors, 900-volt electric drive for fast charging, and large cylindrical battery cells, according to Reuters. It is expected to start delivery in Q1 2025.
现代 filed a patent for a foldable 全固态电池 with the United States Patent and Trademark Office, reports the Korean Car Blog.
雅马哈 created a new company, ENYRING,提供 可更换电池 for compact urban EVs, such as e-bikes. The goal is to create a closed loop, in which recycled materials are used as resources for creating new products.
EV 电池价格 dropped in December, but are expected to stabilize by Q2 2024, reports TrendForce. Also, the global sales volume of neighborhood EVs (NEVs) was estimated to reach about 12.8 million units in 2023, with China expected to have a 60% market share, 22% in Western Europe, 11% in the U.S., and 6% in other regions.
安保行业
MITRE 独创性 completed a pilot program to address the need for cybersecurity risk mitigation across the mobile digital financial services (mDFS) ecosystem. The team created a cyber risk model to help direct the fintech industry and government toward solutions-oriented investments.
Fig. 1: A two-lens approach to security. Source: Mitre Engenuity
With encryption at risk in the post-quantum world, FPGA的 are increasingly vulnerable. The solution requires both traditional and novel defenses.
A proposed augmented security module (ASM) provides security services for IoT devices within the same network, requiring minimal device modifications, according to researchers at 庆熙大学 和 俄勒冈州立大学.
A self-adaptive striped-function logic locking method named SFLL-AD was proposed by researchers at 浙江大学.
南洋理工大学 (NTU) researchers used a twofold method for jailbreaking large language models (LLMs). First, they reverse-engineered how LLMs detect and defend themselves from malicious queries, and then they taught an LLM to automatically learn and produce prompts that bypass the defenses of other LLMs.
网络安全和基础设施安全局(CISA) 发行 various alerts, including advisories about a Bleichenbacher style attack on 三菱’s factory automation products, and a 缓冲区溢出攻击 on 罗克韦尔’s Automation FactoryTalk Activation Manager.
普适计算和人工智能
恩智浦半导体 和 微EJ 组队 to offer software containers with standard APIs, enabling portability of RTOS-based MCUs and Linux-based processors in industrial and edge environments.
高通公司 开张 a single-chip architecture for mixed reality and virtual reality, with 4.3K resolution.
英特尔 和 数字桥 形成 Articul8人工智能, an independent company offering a full-stack, vertically-optimized, and secure generative AI software platform that keeps customer data, training, and inference within the enterprise security perimeter.
谷歌深度思维 introduced AutoRT, a system that can collect more experiential training data, as well as more diverse data, to speed up robotic learning and prepare them for the real world.
斯坦福大学 researchers showed how the Mobile ALOHA 机器人系统 can autonomously complete complex mobile manipulation tasks such as sauteing a piece of shrimp, opening a two-door wall cabinet, calling and entering an elevator, and rinsing a used pan.
全球 高级智能手机 sales likely grew 6% year-over-year in 2023 to hit a new record, according to Counterpoint. Premium phones have a value of more than $600, and the segment is expected to capture almost a quarter of global smartphone market sales and 60% of the revenues in 2023. The overall smartphone market, meanwhile, is expected to show a decline.
全球 cellular IoT module shipments dropped 2% in Q3 2023, compared to the same period in 2022, and full-year shipments are expected to decline by 5%, according to Counterpoint. The top five applications – smart meters, automotive, POS, router/CPE, and telematics – accounted for more than 60% of total shipments. Meanwhile, the 5G market’s share in the global cellular IoT module market crossed 5% for the first time, with early adoption showing in the router/CPE, PC, and automotive markets.
全球 TV shipments were expected to fall by 2.3% in 2023, adversely impacted by inflation, reports TrendForce, while the shipment of LCD panels is projected to hit around 242 million units in 2024, a growth rate of about 3.4%.
Oxford University researchers set out a new principle to explain how the brain adjusts connections between neurons during learning, with the potential to inspire faster and more robust learning algorithms in AI.
Researchers from MIT’s Computer Science and Artificial Intelligence Laboratory (麻省理工学院CSAIL) developed an approach that uses AI模型 to conduct experiments on other systems and explain their behavior. “Central to this strategy is the automated interpretability agent (AIA), designed to mimic a scientist’s experimental processes.”
深度报告
More new stories by the Semiconductor Engineering editorial team:
- 专家讨论: Voltage droop in analog and mixed-signal designs, and the need for multi-vendor tool interoperability and more precision.
- Expert discussion: What’s changing in 传感器技术 为什么
员工
萨辛加齐 接任首席执行官 of 新思, posting a letter to stakeholders.
尖峰度, a developer of analog machine learning chips for always-on edge processing, 任命 Richard Hegberg as its new CEO. Previous CEO and co-founder Tom Doyle will take up the role of COO.
展会活动
寻找即将到来的芯片行业 这里的活动,包括:
活动 | 日期 | 地理位置 |
---|---|---|
ISS 2024:产业战略研讨会 | 7 月 10 日 – XNUMX 日 | 半月湾,CA |
CES 2024:消费电子产品 | 9 月 12 日 – XNUMX 日 | 内华达州 拉斯维加斯 |
汽车世界:先进汽车技术展 | 24 月 26 日 – XNUMX 日 | 日本 东京 |
速度、协议和安全性:汽车网络的新挑战 | 24年XNUMX月 | 诺维,MI |
SPIE光子学西部 | 27月1日– XNUMX月XNUMX日 | 加利福尼亚州 三藩市 |
2024 年设计大会 | 30月1日– XNUMX月XNUMX日 | 加利福尼亚州圣克拉拉 |
小芯片峰会 | 6月8日– XNUMX日 | 加利福尼亚州圣克拉拉 |
光子计算的兴起 | 7月8日– XNUMX日 | 加利福尼亚州 圣荷西市 |
晶圆级封装研讨会 | 13月15日– XNUMX日 | 旧金山机场凯悦酒店 |
所有即将举行的活动 | ||
即将举行的网络研讨会是 此处.
进一步阅读和时事通讯
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