Semiconductors

Report · October 20, 2023

The Impact of US Export Controls on AI Semiconductor Landscape

The US recently imposed new restrictions on exports of advanced semiconductors and manufacturing equipment to China. These new controls primarily target AI chips, equipment, and computing systems destined for Chinese companies working on national security projects. The new rules refine and expand on

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Report · October 6, 2023

An Automotive Shift Into Software Defined Vehicles

Executive Summary The automotive industry is undergoing a major transition as original equipment manufacturers (OEMs) shift towards software-defined vehicles (SDVs). SDVs rely on integrated computing systems and software to manage core vehicle operations instead of mechanical controls. This transiti

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Report · September 5, 2023

The Gate-All-Around (GAA) Revolution in Chip Design

This research report analyzes the upcoming transition from FinFET to gate-all-around (GAA) transistor architecture and the significant implications for semiconductor manufacturing equipment and processes. Key findings include: – GAA represents the biggest change in logic chip design since the introd

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