Semiconductors

Major investments, policy debates, and sustainability efforts are reshaping the semiconductor industry. TSMC’s $100 billion U.S. expansion carries geopolitical significance, while Broadcom’s strong earnings highlight AI’s growing role. Siemens is investing $285 million in U.S. manufacturing, adding to its long-term growth. Meanwhile, the CHIPS Act faces scrutiny, with Trump calling for its repeal. The Semiconductor…

President Donald Trump’s recent push to repeal the CHIPS and Science Act, signed into law in August 2022, has raised concerns about the future of U.S. semiconductor manufacturing. The act allocates $39 billion in subsidies and up to $75 billion in government-backed loans to strengthen domestic chip production. Proponents credit the measure with prompting high-profile…

For decades, probing the electrical activity of living cells has been like listening to a symphony recorded with bulky, imprecise microphones — relying on invasive electrodes and sometimes disruptive dyes. Now, engineers at the University of California, San Diego, have unveiled a potentially life-changing invention: atom-thick semiconductors that can “hear” these faint cellular signals using…

Apple has committed to spend over $500 billion in the U.S. by 2029, equalling the total that OpenAI and partners announced last month as part of the Stargate Project. From an R&D perspective, one core takeaway is how much of this cash will fuel cutting-edge work. For instance, Apple is specifically aiming to invest in…

Brain signals in, mechanical responses out—traditionally, that’s been the limit of many brain computer interfaces (BCIs). But in a sense, this BCI doesn’t just listen; it talks back. In a study published in Nature Electronics, a research team in China reported a two-way setup that not only efficiently decodes a user’s intentions  but also sends tailored…

Editor’s Note (February 19, 2025): Apple has officially announced the iPhone 16e as the “affordable” member of the iPhone 16 family, rather than an “iPhone SE 4.” Before its official reveal, Apple’s newest “budget” phone was widely expected to launch under the name “iPhone SE 4.” Multiple industry reports suggested that Apple would debut its…

Researchers Jerry Tang and Alex Huth at UT Austin have developed an AI tool that decodes brain activity into continuous text, even for those who struggle with language comprehension. Unlike previous methods that needed many hours of training and worked only for specific individuals, the technique can be adapted to new users in about an…

Intel’s potential split into design and fab fiefdoms under Broadcom and TSMC echoes a notable trend shaking conglomerates—think Honeywell’s fresh February 2025 plan to fracture into three, General Electric’s 2021 trilogy of aerospace, healthcare, and energy, or even semiconductor stalwarts like NXP shedding its Standard Products unit in 2016 to sharpen its chipmaking edge. For…

Arteris has announced FlexGen, a smart Network-on-Chip (NoC) IP tool that, according to internal case studies, slashes design iterations by up to 10x based on internal case studies based on customer designs. The company attributes the acceleration to automating key NoC design phases: topology generation, for example, drops from 20 hours to 4 (a 5x…

Here’s the scoop: AI is still on fire, despite bubble talk, and OpenAI’s rumored $40B capital raise—driving its valuation up to $340B—could be one of the biggest bets yet. But this isn’t happening in a vacuum. Competition from China’s DeepSeek, fresh AI model launches by Alibaba, and rumored next-gen offerings from Google and others mean…

Artificial intelligence is everywhere—yet AI patents aren’t exploding the way you might expect. Could it be that innovators are keeping their best secrets out of the USPTO’s public view? “When we look at AI patents, we see machine learning going down, likely because AI is absorbing it. It’s not necessarily that there’s less AI activity;…

Welcome to our weekly briefing on R&D headlines that are shaping technology, healthcare, and industry. In this edition, we explore NVIDIA’s global expansion plans (plus a sharp rebuttal to new U.S. AI policy), Google’s ambitious Gemini user goals, a big-ticket pharma acquisition, tighter U.S. chip controls, and more. Keep reading for the latest developments and…

Who is leading in terms of U.S. patents? Asia. While U.S. patent grants rebounded by 4% in 2024 after a four-year decline, the real story is who’s driving innovation: Samsung Electronics maintained its crown for the third straight year with 6,377 patents, TSMC claimed second place with 3,989 patents, according to IFI Claims’ roundup of…

In this week’s R&D Market Pulse, the $29.1 billion Constellation-Calpine mega-merger promises to reshape U.S. energy, the Commerce Department awards a third CHIPS for America facility to Arizona State University, and new AI export restrictions put China on notice. Meanwhile, Elon Musk’s xAI rolls out a consumer app, BlackRock withdraws from a major climate initiative,…

Recent advancements in the semiconductor and automotive sectors indicate a growing reliance on advanced technologies to meet the evolving needs of software-defined vehicles (SDVs). Honda Motor Co. and Renesas Electronics Corporation, an embedded semiconductor provider, have announced a partnership at CES 2025 to develop high-performance System-on-Chip (SoC) solutions for future vehicles. Meanwhile, chiplet technology is…

Sandia National Laboratories has partnered with leading research institutions to tackle a potential energy crisis driven by the increasing energy demands of artificial intelligence (AI) and other advanced technologies. Jeffrey Nelson, a principal investigator at Sandia, highlighted the issue’s urgency: “Computing alone is projected to consume a significant portion of the total planetary energy production…

Over the past couple of years, the world’s most powerful supercomputers have experienced a sizable leap in performance. The combined processing power of the computers on the TOP500 list surged from 5.24 exaflops in June 2023 to 11.72 exaflops in November 2024, representing a 123.7% increase. Meanwhile, the anticipated Colossus supercomputer from Elon Musk’s xAI—if…

Stretchable, wearable gadgets took a significant stride in 2024, thanks to a flurry of breakthroughs that could make soft, body-conformable electronics and power sources a reality. Researchers worldwide have unveiled improvements in flexible, high-precision sensors and displays, while engineers in China revealed a self-healing, stretchable lithium-ion battery that could power next-generation wearables. Meanwhile, LG Display…

The State Department has announced that the United States and China have amended and extended their bilateral Science and Technology Agreement (STA) for five years. Initially signed in 1979 by President Jimmy Carter and Chinese leader Deng Xiaoping, the deal was designed to foster cooperation in agriculture, energy, space, health, and the environment. U.S. officials…

The Korea Institute of Materials Science (KIMS) has announced an advancement in semiconductor technology. Researchers from KIMS, in collaboration with Professor Hyun-Sang Hwang’s team at POSTECH, have developed a new heterojunction technology that combines tungsten disulfide (WS₂), a two-dimensional (2D) material with hafnium zirconium oxide (HZO), a ferroelectric material. The breakthrough addresses interfacial stability and…

Each year, the top 2,500 or so international R&D spenders collectively invest more than $1 trillion in R&D. The roster of R&D heavyweights is shaping up to look broadly similar to prior years, but NVIDIA is poised to crack into the top 15 given its recent AI-driven growth. If anything, NVIDIA’s ascent into the ranks…

Google’s unveiling of the Willow quantum processor could go down in history as a big moment in the pursuit of fault-tolerant quantum computing. A BBC article called the advance “mind-boggling.” And in many respects, it is. The processor completed a specialized computation in five minutes that would theoretically take today’s fastest supercomputers 10 septillion years—a…

Industrial and commercial sectors often measure innovation by market capitalization and R&D spending, but these metrics fail to capture the full picture. Tech companies dominate market headlines with AI product launches and chip releases — and our own ranking of most innovative firms of 2024. In addition, tech firms currently hold the top market cap…

Yes, questions remain about whether AI chipmaker NVIDIA can maintain its momentum in 2025. NVIDIA’s upcoming Blackwell AI chips have encountered thermal problems when integrated into server racks designed to house up to 72 units. Despite these recent technical hurdles, the company remains an innovation juggernaut. 1. Why NVIDIA is the R&D leader of 2024…

The R&D World Index plummeted last week, dragged down by significant losses across most of its constituents, despite a surge in AI chip demand and major R&D investments signaling continued industry shifts. The R&D World Index (RDWI) for the week ending November 15, 2024, closed at 3,708.90 for the 25 companies in the RDWI. The…