Unsurprisingly, the semiconductor industry’s largest ever deal has been the top story in September on eeNews Europe.
Nvidia’s $40bn deal to buy UK processor designer ARM is fraught with challenges, both from the industry and geopolitical forces. China in particular is set to challenge the deal, which may take longer than the expected 18 months if it happens at all.
- Opinion: Nvidia’s bad deal is not yet done
- Defending the Nvidia-ARM deal
- Nvidia eyes ARM IP distribution network
- ARM Nvidia deal is wakeup call to industry
- Data centre overtakes gaming at Nvidia
The emergence of a competitor in the datacentre space in the form of Nuvia may well have driven ARM’s decision to split is processor lines to create a line foucssed on high performance
- ARM splits its Neoverse datacentre server chip designs
- Nuvia raises $240m to build ARM data centre chip
The US-China trade war has other knock on effects, particularly on the supply of wafers and the thorny issue of subsidies and the US CHIPS Act.
- Trade war risks for wafer supply
- European chip firms concerned over US export controls
- Co-investment or subsidy? Globalfoundries readies for US ‘partnership’
- NXP opens Gallium Nitride Fab in Arizona
The long-awaited Battery Day from electric car maker Tesla highlighted a move back to vertical integration. Plans to mine its own lithium, build its own silicon anode battery cells and use these as a structural part of the car have implications for its current battery partners Panasonic, CATL and BVD.
- Why the Tesla Battery Day matters for Europe
- Taking advantage of Tesla’s Battery Day
- Tesla moves to cobalt-free silicon battery cell with a new form factor
Next: More top news
German manufacturer Skeleton’s plans to make a battery that will charge in 15 seconds also caught the imagination. The company says it has potential orders of E1bn for the technology, which is an evolution of its graphene-based ultracapacitor designs.
Technical solutions to the Covid-19 pandemic are also of significant interest. While Bosch in Germany slashed the time for testing and can handle multiple tests at once, TT Electronics in the UK started making AI-based optical systems that claim a result in just 15 seconds.
- World first with multiple Covid-19 test machine
- Production starts for 20s Covid-19 test system
- UK Covid-9 test systems to be built in the Netherlands by US company
Of course, Covid-19 has had a dramatic impact on trade shows, not least electronica. After plans for a scaled down physical show had to be changed, the even is now fully virtual from the 10th to 13th November
A cyber attack that stopped production at the Tower foundry for several days also hit its annual results.
On the technology side, there was significant interest in the latest MRAM startup, IBM’s quantum roadmap with plans for a million qubit computer and a French CMOS terahertz imaging chip startup that raised equity funding from a European Commission fund in a significant change to the way companies are supported in Europe.
- Startup raises $11m for spin MRAM
- IBM aims for million qubit quantum computer
- CMOS terahertz startup gets EC equity backing
Have a look at the other articles that are currently hitting the headlines:
- Globalfoundries extends 22nm FDSOI, holds 12nm
- First Bizen quantum tunnelling transistors launched
- Ultra-compact radar sensors to advance industrial sensor technology
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