SemiPulse — Semiconductor Intelligence

Hardware shortages are stimulating the AI chip counterfeit market. Experts believe a hardware root of trust could alleviate authenticity and security challenges.

AI chip security hardware root of trust supply chain security chip authentication cybersecurity AI supply chain chip counterfeiting cryptographic identity

From MOUs to Markets: Transatlantic Deals Face Reality Test

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eetimes.com 2026-04-02 Zaheer Ali

Why transatlantic execution, not transatlantic symbolism, now matters to the electronics and semiconductor supply chain.

Transatlantic Cooperation Semiconductor Supply Chain Space Technology Defense Technology Technical Standards Data Sovereignty Supply Chain Security Market-Driven

Moving Electrons, Not Just Vehicles

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semiengineering.com 2026-04-02 Liz Allan

Why smarter charging, battery management, and power conversion are now the real differe...

Battery Management Power Conversion Electric Vehicles Charging Technology Semiconductor Devices Energy Efficiency BMS System Power Electronics

IC Security Threats Spike With Quantum, AI, And Automotive

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semiengineering.com 2026-04-02 Ann Mutschler

Post-quantum cryptography emerges as top concern, followed by AI and automotive complex...

Chip Security Quantum Computing Post-Quantum Cryptography Automotive Chips Supply Chain Security Hardware Security AI Cyber Threats Digital Signatures

The One Bit Problem That Can Break a System

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semiengineering.com 2026-04-02 Ann Mutschler

Whether caused by cosmic radiation, voltage glitches, or adversarial attacks, bit flips...

bit flipping system reliability semiconductor security hardware vulnerability security protection chip design data integrity soft errors

Alibaba Launches XuanTie C950 CPU for Agentic AI

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eetimes.com 2026-04-01 Pablo Valerio

Alibaba is directly challenging global chip leaders by leveraging open-standard architecture to redefine the AI hardware landscape.

Alibaba XuanTie C950 RISC-V Agentic AI Semiconductor Domestic Replacement AI Accelerator Architectural Sovereignty

AI’s Potential And Limitations In Chip Design

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semiengineering.com 2026-04-01 Ed Sperling

Full automation is still a goal, but humans will still be in the loop for the foreseeab...

Artificial Intelligence Chip Design EDA Tools AI Automation Semiconductor Industry Machine Learning Generative AI Chip Verification

How AI and Geopolitics Forge a Memory Market Crisis

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eetimes.com 2026-03-25 Pablo Valerio

The economics of the global memory market are being fundamentally rewritten by the AI supercycle and catastrophic Middle East supply disruptions.

Semiconductor Industry Memory Market AI Infrastructure Supply Chain Crisis DRAM Shortage NAND Flash High-Bandwidth Memory Data Centers

How GlobalFoundries Takes AI from Pilot to Global Scale

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eetimes.com 2026-03-23 Pat Brans

As AI moves from pilot projects to factory-wide deployment, GlobalFoundries’ VP of digital manufacturing explains in an exclusive interview how to decide what truly scales across global fabs.

Artificial Intelligence Semiconductor Manufacturing AI Scaling Smart Manufacturing Factory Automation Data-Driven Manufacturing Edge AI Process Optimization

Middle East Conflict Is Rewiring Global Supply Chains

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eetimes.com 2026-03-20 Pablo Valerio

Escalating Middle East war exposes critical vulnerabilities in the semiconductor supply chain, driving re-shoring and fragmenting the global supply chains.

Semiconductor supply chain Geopolitical risk High-tech manufacturing AI infrastructure Global logistics Energy price volatility Chip fabrication equipment Petrochemical materials

One Billion Cellular IoT LPWAN Connections

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eetimes.com 2026-03-18 Pablo Valerio

Enabling IoT LPWAN scalability and security for future connectivity with NB-IoT, LTE-M, eREDCAP, and upcoming 6G networks.

IoT LPWAN NB-IoT LTE-M 5G eSIM iSIM GSMA

Middle East Turmoil: Materials Shortage, Fuel Price Hike Disrupting Chip Industry

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eetimes.com 2026-03-16 Majeed Ahmad

Here is how a prolonged war in the Middle East could turn into a disaster for the semiconductor business.

Semiconductor Material Shortage Helium Supply Disruption Bromine Risk Middle East Conflict Impact Chip Supply Chain AI Chip Demand DRAM Market High-Bandwidth Memory

China agrees to ease rare earth restrictions in Trump deal as Taiwan's chip role takes center stage again

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digitimes.com

The United States and China have reached a trade and investment agreement that could reshape critical technology supply chains, with Beijing committing to ease restrictions on rare earth minerals and open new government-to-government channels to manage economic ties, according to a White House fact sheet.

AMD CEO meets with TSMC CEO in Taiwan as it expands US chip output

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digitimes.com

Advanced Micro Devices (AMD) CEO Lisa Su stated that the company plans to invest more than US$10 billion in Taiwan's industrial ecosystem to accelerate the development of artificial intelligence (AI) infrastructure. The announcement was made during her visit to Taiwan, where she also disclosed the latest progress in collaborations with Taiwan Semiconductor Manufacturing Company (TSMC), backend pac