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The Impact of AI on the Semiconductor Industry: Demand Surge and Industry Challenges

As we move into 2024, the semiconductor industry is witnessing a transformative shift, largely propelled by the burgeoning field of Artificial Intelligence (AI). The demand for AI-driven hardware is reshaping the semiconductor landscape, bringing both challenges and opportunities to the forefront. This expanded analysis delves deeper into the numbers and implications of AI's impact on...

Tackling the Pickle Jar Syndrome at Work: A Lighter Take on a Sticky Situation

Hey There, Let’s Talk Pickles and Work Ever found yourself watching someone struggle with a stubborn pickle jar and thought, “Pfft, let me show you how it’s done”? And then, surprise – the jar’s not budging for you either. Welcome to the world of the Pickle Jar Syndrome, a quirky little habit that's not just about...

2024 J2 Semiconductor Market Forecast : Recovery and Growth Ahead

The semiconductor industry, a cornerstone of the global technology sector, is poised for a pivotal year in 2024. After navigating through the challenges of supply chain disruptions, geopolitical tensions, and economic uncertainties, the industry stands at the crossroads of innovation and adaptation. This forecast delves into the nuanced segments of the semiconductor market, offering a...

Navigating the Semiconductor Seas of Change in 2023

Introduction As we traverse the landscape of 2023, the semiconductor industry finds itself at a pivotal juncture. The once tumultuous waves of chip shortages that began cresting with the pandemic in 2020 are now showing signs of calming. Yet, new currents have emerged in the form of potential oversupply, leaving industries to navigate these shifting tides...

次世代移動体通信「6G」を具現化する技術(前編)

EETimesによると 電子情報技術産業協会(JEITA)が3年ぶりに実装技術ロードマップを更新し、「2022年度版 実装技術ロードマップ」(書籍)を2022年7月に発行した。本コラムではロードマップの策定を担当したJEITA Jisso技術ロードマップ専門委員会の協力を得て、ロードマップの概要を本コラムの第377回からシリーズで紹介している。 前々回からは第2章第4節(2.4)「情報通信」の紹介を始めた。前々回では新型コロナウイルス感染症(COVID-19)の世界的な流行(パンデミック)を契機にインターネットのトラフィックが大幅に増加したことと、流行が収束しつつある現在でもトラフィックの増加が継続していることを述べた。 前回は、インターネットと並ぶ情報通信の基幹技術「移動体通信システム」の動向を報告した。日本の移動体通信システムは約10年ごとに新しい世代の商用化を繰り返してきたこと、最近になってサービスが始まった第5世代(5G)では、過去の技術開発の主体であった高速化と大容量化に加えて「低遅延」と「多数同時接続」の2つが新しい特徴として加わったこと、次世代(第6世代(6G))の移動体通信システムは、2030年代の商用化を目標として開発が進められていること、などである。 EETimesでもっと読む

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Renault Finally Lets Google Off The Leash

Renault, Qualcomm & Google The latest blog post from RadioFreeMobile speculates how the announcement from Renault to use both Google and Qualcomm for future EV platforms might shape the future of automotive.  Renault announced its new long-term strategy, and for EVs, it is deepening its partnership with Google & Qualcomm. It is the first time that Google has...

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The Market Meltdown Is Now In Full Flow – Q3 Down 6.3% versus Q2 2022

According to Future Horizon Global Semiconductor Report for November 2022, the global economic outlook has deteriorated further over the past month, resulting from a mix of slowing end-market demand. On-going supply chain disruptions, Covid-19 enforced lockdowns in China, increasing levels of inflation, interest rate rises, and the increased tightening of US-driven chip restrictions on China. 22%...

Economic Headwinds Continues To Worsen

According to FutureHorizons Global Semiconductor Report for October, the economic headwinds continue to worsen. During September, inflation and interest rates continue to rise, increasing the threat of an inevitable global economic recession in 2023. The impact on the global semiconductor market will deepen and prolong the extent of the current market bust. This is driven by...