The year 2021 was strange, you can read more of it from A 2021 technology retrospective: Strange days indeed. But how strange will 2022 be? Here are some predictions for year 2022:
2022 preview: Will the global computer chip shortage ever end?
The growing demand for computer chips, used in everything from cars to fridges, has collided with the effects of the coronavirus pandemic, leading to a global shortage that is likely to continue through 2022
Read more: https://www.newscientist.com/article/2022-2022-preview-will-the-global-computer-chip-shortage-ever-end/#ixzz7GqrP1H9A
Industry Transforming In Ways Previously Unimaginable
https://semiengineering.com/industry-transforming-in-ways-previously-unimaginable/?cmid=3dedf05d-0284-497a-b015-daf7747872e6
As we look back over 2021, there have certainly been some surprises, but the industry continues to take everything in its stride.
2022 tech themes: A look ahead
https://www.edn.com/2022-tech-themes-a-look-ahead/
The continued COVID-19 question mark: The world quickly and dramatically changed. It hasn’t yet reverted to pre-pandemic characteristics, and it very likely never will. Sad but true, the pandemic isn’t even close to being over yet.
Deep learning’s Cambrian moment: Look at today’s participant-rich deep learning silicon and software market, spanning both training and inference.
The ongoing importance of architecture: As the number of transistors that it’s possible to cost-effectively squeeze onto a sliver of silicon continues to slow, what you build out of those transistors becomes increasingly critical.
Open source processors’ time in the sun: There is a burgeoning RISC-V movement. It’s likely a little-known fact to some of you, that a public domain instruction set for v2 and earlier versions of the Arm ISA exists. And both Sun (with OpenSPARC) and IBM (OpenPOWER) have also joined the open-source silicon movement.
The normalization of remote work (and the “Great Resignation’s” aftershocks): I suspect that, to at least a notable degree, we won’t ever completely return to the “way it was before.” In fact, I’d wager that having a taste of a work-from-home or “hybrid” employment lifestyle is one of the key factors behind the so-called “Great Resignation” that tech and broader media alike inform me is well underway.
The metaverse starts to stir: Perhaps we’ll look back at 2022 as the year when the crossing of the chasm started in earnest.
Autonomy slowly accelerates: 2021 was another year filled with fully autonomous car tests and premature “coming soon” pronouncements; 2022 will likely be the same.
Batteries get ever denser, ever more plentiful, and ever cheaper
Space travel becomes commonplace
Global semiconductor industry forecasts for 2022
https://www.digitimes.com/news/a20211229VL205.html
“2021 is the year that everyone remembered that chip mattered,” said Wired Magazine. So far 2022 seems likely to be another fruitful year for the semiconductor industry.
World Semiconductor Trade Statistics (WSTS) also has predicted that the global semiconductor market is projected to grow by 8.8 percent in 2022, to US$ 601 billion, driven by double-digit growth of the sensors and logic category. All regions and all product categories are expected to continue positive growth. Wafer foundry manufacturers sales likely to remain strong due to tight supply. 5G smartphone silicon content increase to drive demand for foundry service higher. Demand for digital transformation is here to stay, no sign of weakening for foundry service sales.
The COVID-19 pandemic accelerated digital transformation over the past two years. Work from home, virtual conference, and remote learning have driven up the demand for cloud computing, laptops, and servers, and hence the sales growth of related semiconductor products. Demands for CPU, GPU, AI accelerator (including FPGA) foundry services will remain strong in 2022 because trends such as virtual conferences, live streaming, and large capex of data centers are likely to stay. Long-term demands for customized chips in IoT, 5G infrastructure, HPC, and EV applications, like ADAS, autonomous driving, V2X, in-Vehicle Infotainment, will provide robust growth momentum for chip foundry services.
Chip crunch is not ending in 2022, as the lead time of some electronic components is stretching into 2023. Meanwhile, the increasing adoption of RISC-V open standard instruction set architecture is an important trend that can not be ignored. RISC-V market will double its size in 2022, compared to 2021, as it is attracting small and medium-size chip designers and manufacturers, especially those in China. RISC-V designs are now being used by Qualcomm, Samsung, Google, Microchip, Nvidia, and more.
Taiwan’s chip industry emerges as a battlefront in US-China showdown
https://www.taipeitimes.com/News/editorials/archives/2022/01/01/2003770517
The country dominates production of chips used in almost all civilian and military technologies. That leaves the US and Chinese economies reliant on plants that would be in the line of fire in an attack on Taiwan. The vulnerability is stoking alarm in Washington
40 prosenttia pienempiä latureita
https://etn.fi/index.php?option=com_content&view=article&id=12981&via=n&datum=2021-12-20_14:53:12&mottagare=30929
The size of a standard mobile phone charger can be reduced by up to 40 percent when using GaN components or it can be designed to produce more power in the same size. GaN chargers are becoming the most popular charger technology for billions of devices, so it’s no wonder that European semiconductor giant STMicroelectronics is also excited about them.
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Tomi Engdahl says:
Exclusive: Intel Reveals Plans for Massive New Ohio Factory, Fighting the Chip Shortage Stateside
https://time.com/6140476/intel-building-factory-ohio/
As part of an effort to regain its position as a leading maker of semiconductors amidst a global chip shortage, Intel is committing $20 billion to build a manufacturing mega-site in New Albany, on the outskirts of Columbus, Ohio, the company exclusively confirmed to TIME.
The chip maker says it will build at least two semiconductor fabrication plants, or fabs, on the 1,000-acre site, where Intel will research, develop, and manufacture its most cutting-edge computer chips, employing at least 3,000 people. Construction will begin this year and the plant should be operational by 2025, the company said.
Tomi Engdahl says:
TSMC reportedly to build new advanced packaging fab in southern Taiwan
https://www.digitimes.com/news/a20220124PD208.html
TSMC reportedly is planning to build a new advanced packaging plant in Chiayi or Yunlin county, southern Taiwan as it is fast revising its production roadmaps in response to rapid increases in demand for 5/3/2nm chips manufacturing, with Chiyai more…
Tomi Engdahl says:
Nvidia is reportedly preparing to abandon its $40 billion takeover of Arm
https://www.cnbc.com/2022/01/25/nvidia-preparing-to-abandon-arm-takeover-bloomberg-reports.html
Nvidia is “quietly” preparing to abandon its $40 billion acquisition of British chip designer Arm, Bloomberg News reports.
The deal has faced close scrutiny from regulators around the world, who worry it would give Nvidia an unfair advantage in the semiconductor industry.
Nvidia is “quietly” preparing to abandon its $40 billion acquisition of British chip designer Arm, Bloomberg News reported Tuesday.
The U.S. chipmaker has told partners it’s not expecting the deal to be finalized, the news agency reported, citing people familiar with the matter. SoftBank, which currently owns Arm, is ramping up preparations for Arm to go public in lieu of the Nvidia takeover, according to Bloomberg.
“We continue to hold the views expressed in detail in our latest regulatory filings — that this transaction provides an opportunity to accelerate Arm and boost competition and innovation,” a Nvidia spokesperson told CNBC by email.
A SoftBank spokesperson said, “We remain hopeful that the transaction will be approved.”
An Arm spokesperson directed CNBC to Nvidia’s statement.
Shares of Nvidia fell nearly 5% in morning trading on the news.
The deal has faced close scrutiny from regulators around the world, who worry it would give Nvidia an unfair advantage in the semiconductor industry.
The U.S. Federal Trade Commission last month sued to block the transaction on antitrust grounds, while British regulators are probing the deal over concerns it would pose a threat to national security. Nvidia also faces multiple regulatory obstacles in China, where Arm has a joint venture with private equity firm Hopu Investments.
https://www.bloomberg.com/news/articles/2022-01-25/nvidia-is-said-to-quietly-prepare-to-abandon-takeover-of-arm?srnd=technology-vp
Tomi Engdahl says:
“Nyt myös EU:N ministerineuvosto on vahvistanut oman kantansa yleislatureihin. Kannan mukaan EU:n linja pitää: kaikkiin älypuhelimiin, tabletteihin, digitaalikameroihin, kuulokkeisiin, kannettaviin kaiuttimiin ja videopelikonsoleihin tuodaan yksi, yhteinen vakioliitäntä.”
EU vahvisti kantansa: Applen on siirryttävä USBC-laturiin
https://etn.fi/index.php/13-news/13092-eu-vahvisti-kantansa-applen-on-siirryttaevae-usbc-laturiin
Euroopan komissio esitti viime syyskuussa aloitteen, joka tähtää yhden laturistandardin tuomiseen älypuhelimiin ja muihin kannettaviin laitteisiin. Päätös koskee ennen kaikkea Applea ja sen käyttämää omaa Lighting-liitäntää.
Nyt myös EU:N ministerineuvosto on vahvistanut oman kantansa yleislatureihin. Kannan mukaan EU:n linja pitää: kaikkiin älypuhelimiin, tabletteihin, digitaalikameroihin, kuulokkeisiin, kannettaviin kaiuttimiin ja videopelikonsoleihin tuodaan yksi, yhteinen vakioliitäntä.
EU-jäsenmaat sopivat eilen yleislaturiehdotusta koskevasta neuvotteluvaltuutuksesta. Ehdotuksen tavoitteena on varmistaa, että enää kuluttajan ei tarvitsisi ostaa uutta laturia aina uutta matkapuhelinta tai vastaavaa tuotetta hankkiessaan ja että kaikkia laitteita voitaisiin ladata samalla laturilla.
Ehdotus lisää kuluttajien mukavuutta yhdenmukaistamalla latausliitännät ja pikalataustekniikan. Uudella lailla laturien myynti erotetaan elektroniikkalaitteiden myynnistä siten, että uuden laitteen mukana ei enää välttämättä tule uutta laturia. Tämä vähentää laturien tuotantoon, kuljetukseen ja hävittämiseen liittyvää elektroniikkajätettä.
Tomi Engdahl says:
2022 Electronic Design Forecast
https://www.electronicdesign.com/magazine/50609?utm_source=EG%20ED%20Auto%20Electronics&utm_medium=email&utm_campaign=CPS220113011&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
Tomi Engdahl says:
2022 Technology Predictions from an Electronic Design and Test Thinktank
Jan. 21, 2022
Executives from Keysight Technologies weigh in on the technology and trends we can expect to see unfold this year across the industry landscape.
https://www.electronicdesign.com/resources/industry-insights/article/21214755/keysight-technologies-2022-technology-predictions-from-an-electronic-design-and-test-thinktank
What you’ll learn:
How COVID is impacting tech trends for 2022.
Building up resiiency and security in supply chains.
The democratization of IT.
The insatiable demand for bandwidth, and the roles of 5G and 6G in this space.
In 2021, the world continued to experience an unprecedented public health crisis—the coronavirus pandemic. This has impacted all sectors of society and forced enterprises, small businesses, governments, and private institutions to pivot, in some cases extensively, to accelerate digital transformations and rethink the way innovation is achieved.
Here, Keysight executives comment on the shape-shifting business operations and technology trends that are unfolding through the lens of the pandemic, the effects of which will continue to have lasting effects on organizations and society.
Tomi Engdahl says:
Technology Giants to Step Up Chip Design Ambitions in 2022
Jan. 11, 2022
If 2021 is any indication, 2022 will see tech giants take even greater strides in custom chip design.
https://www.electronicdesign.com/technologies/embedded-revolution/article/21213800/electronic-design-technology-giants-to-step-up-chip-design-ambitions-in-2022
Some of the world’s largest technology firms are shunning standard chips in favor of designing them in-house, a move that is roiling the semiconductor industry and shifting the balance of power in the sector.
Now Amazon, Apple, Google, Microsoft, Tesla, and other Silicon Valley titans are taking things to the next level in a bid to build chips with improved performance, power efficiency, and cost. The push into custom chips is a mounting threat to industry giants such as Intel, AMD, Qualcomm, and others and it has forced chip firms to respond by rolling out silicon specifically designed for customers’ needs in areas such as AI.
While tech giants revealed a wide range of custom chips for data centers and consumer devices in 2021, they are set to step up their ambitions again in 2021, taking control of even more aspects of chip design.
Apple is in the final year of swapping out the Intel chips in its Mac laptops and desktops in favor of its own in-house processors, modeled on its high-end A-series chips at the heart of its flagship iPhones and iPads.
The plan fits into the technology giant’s broader strategy of replacing many third-party parts with bespoke chips, a strategy that springs from Apple’s philosophy that owning key technologies is a major advantage over rivals. Brady Wang, a semiconductor analyst at Counterpoint Research, said the use of custom chips eases its dependence on a single supplier and helps it roll out unique, differentiated features in its devices.
Tomi Engdahl says:
Photomask Challenges At 3nm And Beyond
https://semiengineering.com/photomask-challenges-at-3nm-and-beyond/
What are the next lithography-related issues as device scaling continues to the next process nodes?
SE: Do we really need to extend the nodes and develop 3nm technologies and beyond? Is Moore’s Law ending, or just slowing?
Fujimura: Yes, we definitely need more computing per watt and per dollar, at least in the high-performance computing sub-segment of the semiconductor market. Smart home products and other IoT devices would prefer less cost over more performance. But heavy simulation like weather forecasting, bitcoin mining, or deep learning are driving demand for 3nm and beyond. And fortunately, we will continue to scale, even though Moore’s Law is changing. This industry’s ability to collaborate across disciplines and among competitors is critical. That way, the industry can continue to make progress. It’s a good thing, because what we do at D2S depends on it. We are eagerly awaiting next-generation GPUs, CPUs, memories, communication chips and others, all of which are continuing to scale along Moore’s Law. For inverse lithography technology (ILT) in the extreme ultraviolet (EUV) lithography era, we need more powerful machines for years to come to deliver better quality wafers. We could use 10X more computing power even right now. As we need our technology to target smaller and smaller geometries, the computing demand scales up on top of that. No question about it. We need more computing power.
SE: In 2018, Samsung and TSMC inserted EUV lithography for the 7nm process node. Now, using EUV, chipmakers are producing chips at 5nm. Nonetheless, we keep hearing about mask 3D effects here. What’s that about?
Kasprowicz: In EUV, you have reflective optics. If you expose light perpendicular to a mirror, it’s going to come right back into the optical column of the EUV scanner, and it’s not going to hit the wafer. For example, when you look in the mirror, you are seeing your reflection. The same thing would happen if you did this within the EUV scanner under reflective optics. So in EUV, the light must hit the mask at an angle. Since you have it at an angle, the depth and height of the EUV mask and the absorber matter. At some point, the absorber on the mask might become too tall. In this case, it’s not just ‘X’ and ‘Y’, but now you’re looking at a ‘Z’ component to it. So when you add depth to it, you start getting some so-called shadowing effects. If it wasn’t an issue, we probably would have used a thicker absorber on the EUV masks, even at 7nm or whenever people started implementing EUV lithography. As such, we tried to get the absorber as thin as possible to mitigate those mask 3D effects. So the thinner you go with the absorber, the less of an impact you have with those 3D effects, such as shadowing, telecentricity, pitch walking, and others. But this has a lot of other implications, as well. Specifically, as you try to do OPC (optical proximity correction), where you’re using smaller features, these effects really have an impact. These get worse as the pitch tightens.
Tomi Engdahl says:
Chip shortage to persist, US says
https://www.taipeitimes.com/News/biz/archives/2022/01/27/2003772135
The US Department of Commerce on Tuesday said that a global survey of semiconductor chip producers and users shows a shortage will persist, sparked primarily by wafer production capacity constraints.
The voluntary survey of 150 companies last fall in the supply chain confirmed “there is a significant, persistent mismatch in supply and demand for chips, and respondents did not see the problem going away in the next six months.”
US Secretary of Commerce Gina Raimondo told reporters that the department “in a few instances didn’t really get what we needed and we’re going to go company by company and do personal engagement and get what we need.”
Tomi Engdahl says:
IT trends for 2022
https://espeo.eu/blog/it-trends-for-2022/?utm_campaign=Blog+promotion+campaign+Q1&utm_source=facebook&utm_medium=paid&hsa_acc=110256112688164&hsa_cam=6307008320670&hsa_grp=6307008319470&hsa_ad=6307221051870&hsa_src=fb&hsa_net=facebook&hsa_ver=3&fbclid=IwAR1WyZufOThHiBlFCUbhovrgWyjQv4-kqgUmutPBAYfTqy2GmMCyr6btYk8
The IT industry undergoes a huge transformation every year. There are changes to the current methods and many new solutions. Fortunately, the times of the pandemic have not adversely affected the functioning of the IT market. What’s more, they have started a transformation whose development we will also see this year. What #mobile, #frontend, and #backend trends will dominate the upcoming months and how will they affect the entire industry? We posed this question to our top experts – you can find their answers in the text below.
Web 3.0
In recent months, interest in cryptocurrencies, DeFis and NFTs has skyrocketed. It wasn’t just the increased price of Bitcoin that drove this phenomenon but also the additional features that various blockchains offer – decentralization, authenticity, and transparency of Smart Contracts. In recent years, blockchain technology has gained traction in several industries, including banking, supply chain management, public governance, and document lifecycle management. NFTs don’t have to be just images that you buy with cryptocurrencies but can also be applied more generally as a public certificate of authenticity and evolve into an entire ecosystem. Owners are also able to transfer the assets’ ownership to other users. Each time such a transaction is made, the creator is able to gain an extra premium.
If you are a Node.js developer and want to start building blockchain-oriented applications using smart contracts on Ethereum, check the following packages:
truffle – to build and test smart contracts on your local environment
web3 – to integrate your Node.js application with Ethereum blockchain
Cloud-Native
With the growing popularity of leasing computation services commonly known as Cloud Computing, you are able to leverage the time spent on infrastructure configuration towards the development and feature improvement. If you choose Cloud Service, you will find dozens of options for connecting your software components. Recently the Docker Containers have revolutionized the way we deploy software by just wrapping up the running process into standard, pluggable form – like the unified cargo load unit.
Serverless computing
In exchange to maintaining an up and running application, more projects’ parts can be transferred into an on-demand lifecycle often limited to single function execution. As a result of this approach, you will be able to easily leverage traffic peaks in your application – another instance would be established by the Cloud Provider. In such a case, you will only pay for already consumed resources so just for function executions.
What front end trends should we except in 2022?
Frontend development is evolving very fast. Almost every day a new framework or library appears. Some of them gain more popularity over time. A few of them may eventually become industry standard, but most will quickly fade into obscurity. Some solutions, however, have been stable for years and are still the best option for developers. Let’s go through different frontend development areas and try to point out the best tools and frameworks to use in 2022.
Single Page Application Frameworks
We are predicting that the situation with Single Page application frameworks will be stable. There are still 3 key players in the market React, Angular, and Vue. React’s strong position as a leader is rather not threatened thanks to its common updates and a large ecosystem of ready-to-use components and hooks.
Styling
CSS in Js solution will rise in popularity. Writing styles in JavaScript started to be a standard for SPA applications leaving far behind all preprocessor solutions like Sass or Less.
Testing
We described the best testing frameworks to use in 2022 in another article on our blog here.
Tomi Engdahl says:
Front end testing frameworks for React Applications in 2022
https://espeo.eu/blog/front-end-testing-frameworks-2022/
Tomi Engdahl says:
2022 Digital Marketing Trends That Should Be On Your Radar
https://blogs.constantcontact.com/digital-marketing-trends/?cc=CLK_soc_fb_prosp_cont_traf_22trends&fbclid=IwAR2p2z9cqbHOUVQyv62bsI4BYzsT1DWlzkgfuJKV1PLiy_GAuJcFNNjREtg
The top 10 digital marketing trends of 2022
Here are some up-and-coming 2022 digital marketing trends that can help you better engage with your customers in the new year:
1. Privacy and cookies
To improve internet privacy, Google is on a mission to remove third-party cookies from its websites, and Firefox and Safari no longer support them. This change will likely impact how your onsite ads and banner ads are displayed. Websites won’t be able to use tracking cookies to populate ads.
Thankfully, Google and other platforms are working on replacement algorithms to place onsite ads while improving privacy. And cookies won’t officially be gone until 2023. You can adapt your digital ads by using keywords and advertising on sites that provide a logical context for your ads
2. Voice SEO
Digital assistants are still trending, and many of your customers are using them to make their lives easier. Features like Apple’s Siri, Amazon’s Alexa, Microsoft’s Cortana, and Google’s digital assistant let people search the internet without even picking up their phones. In 2021, 20% of internet searches were voice-based.
3. In-feed shopping
If you run an ecommerce business, you may be familiar with shoppable posts on social media. You can now link your Facebook and Instagram accounts to your digital catalog and let people click right on posts within their feeds to buy merchandise.
Google Ads offers another in-feed shopping tool with shopping campaigns.
4. Push notifications
Use this tool to remind customers of upcoming appointments, instantly send digital receipts, and promote upcoming sales.
An estimated 7.1 billion people used mobile devices in 2021. So it’s a good bet that most of your customers are walking around with a smartphone. And push notifications let you reach your customers through their phones.
5. SMS marketing
Digital marketing trends also include directly connecting with your clients through texts. Along with push notifications and email marketing, use SMS messages to engage with your customers. This tool involves sending text messages directly to your clients — once they opt in.
6. Video marketing
The average person watches online videos for about 100 minutes a day. Watching videos is one of the most popular activities on Facebook. You can tap into this market by creating video ads. There are a few ways to go about this. You can create a YouTube or Vimeo channel and use video to educate and engage with your audience.
7. Email marketing/segmentation
Privacy is top of mind for internet providers and users alike. Show the same consideration to your email list. When you’re email marketing, segment your list and send personalized emails to different segments.
8. Interactive content
People like interacting with brands through social media and other platforms. And interactive content lets you talk to your followers in real time.
Features like Instagram Live and Facebook Live let people talk to you while you’re recording your video. Use this tool and engage with your customers. You can host an “ask me anything” live event or a product Q&A.
9. Conversational marketing
Another digital trend gaining steam is conversational marketing. This refers to chatbots, AI assistants, and other tools through which customers can contact you. You can use it to improve customer service, generate leads, and answer questions.
With conversational marketing, your customers talk to a bot through text messages or a chat platform, letting them solve their issues quickly and effectively. You can use this tool to be available 24/7 without having to answer calls and emails yourself. If your clients do need a person, chats can be escalated to a call center or you.
10. Influencer marketing
Partnering with an influencer in your industry can open you up to a wide range of potential customers. The industry has generated over $13 billion in 2021.
This marketing strategy involves giving free products to a social media personality or paying them to promote your product. In exchange, they create a post telling their followers about your brand.
Tomi Engdahl says:
https://into-digital.fi/verkkopalveluiden-trendit-vuonna-2022-muista-nama-niin-sivustosi-sailyy-edellakavijana/?utm_source=fbmainos&utm_medium=kuva&utm_campaign=Trendit+2022&fbclid=IwAR1o2tSJBzmFdxVdEuemXFKSs4HgVbPgY7a1HvtNFnEFgi2sSpPHnNx3QUY
Tomi Engdahl says:
TI Sees Strong Chip Demand Ahead Amid Production Ramp-Up
Jan. 27, 2022
The company reported earnings after the Commerce Department said in a newly released report that U.S. companies see the global chip shortage lasting into the second half of 2022—at least.
https://www.electronicdesign.com/technologies/analog/article/21215158/electronic-design-ti-sees-strong-chip-demand-ahead-amid-production-rampup?utm_source=EG%20ED%20Analog%20%26%20Power%20Source&utm_medium=email&utm_campaign=CPS220124020&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
Tomi Engdahl says:
Apple hits record revenue as iPhone sales defy supply chain shortages
https://techcrunch.com/2022/01/27/apple-hits-record-revenue-as-iphone-sales-defy-supply-chain-shortages/?tpcc=tcplusfacebook
After ditching guidance at the beginning of the pandemic, Apple had plenty of reason to smile as it reported its single-largest quarterly revenue. Even in the face of pandemic uncertainty and supply chain constraints, the hardware giant blew past investor estimates, racking up an 11% growth in sales.
Things were rosy overall on the hardware front — save for iPad revenue, which failed to meet expectations and dropped 14% year-over-year. The iPhone experienced solid growth, following the late-September release of the iPhone 13 line. Sales hit $71.63 billion for the smartphone, a 9% y-o-y increase from $65.6 billion.
Tomi Engdahl says:
What ASML Has Next After EUV
https://www.youtube.com/watch?v=en7hhFJBrAI
Right now, Extreme Ultraviolet Lithography is working. Foundries are using dozens of these $150 million machines to create amazing patterns nanometers wide.
The industry labored for decades on this intricate technology. But there is no time to rest. ASML is already looking ahead at the next generation of EUV: High-NA EUV. The centi-million dollar machine that will be better than regular EUV.
In this video, we are going to do a deep dive into what’s next in the world of EUV. ASML’s follow-up to the most complicated nanolithography system ever delivered.
Tomi Engdahl says:
The impact of electronic component shortages on the global space industry
https://www.edn.com/the-impact-of-electronic-component-shortages-on-the-global-space-industry/?utm_source=newsletter&utm_campaign=link&utm_medium=EDNWeekly-20220127&oly_enc_id=2359J2998023G8W
January 25, 2022
by Rajan Bedi
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In 2021, the global satellite-manufacturing industry was valued at $25 billion, predicted to increase significantly over the next decade from 380 to 1,700 new satellites annually. Satellites and spacecraft need lots of electronic components and semiconductors in particular, have enabled many new applications for space technology.
Covid-enforced production stops of raw materials, the soaring demand for commercial work-from-home devices such as laptops, tablets and routers, and the continued growth of the space market, has resulted in supply-chain issues such as component shortages, extended lead-times, increased prices and in several cases, postponed launches.
In 2021, the global semiconductor market was valued at $450 billion, predicted to increase to almost $1 trillion by 2028. The world-wide space-microchip sector was valued at $2.1 billion, predicted to increase to $3.3 billion by 2028 (CAGR of 6.9%). 20% of all parts were used by launchers! Sales of space-grade integrated circuits represent less than 1% of the total semiconductor market. In the middle of an international pandemic, is it right for our industry to request more wafers when there are other, more immediate priorities?
As an OEM, my company, Spacechips, has experienced extended lead-times and increased component prices. Several prospects have required proof that we can get parts before signing a contract to guarantee on-time delivery of their space electronics.
Several space-grade semiconductor manufacturers with their own foundries have reported delays sourcing ‘raw materials’ such as ceramic packages and lead frames. Typically these are made in Asia and COVID-enforced lockdowns have impacted their availability, resulting in longer lead-times for some space-qualified integrated circuits. To make matters worse, some manufacturers are required to produce to AS9100 quality, which includes an audit for on-time delivery.
Several manufacturers have been able to buffer the shortage by keeping material and wafer stocks. To help you source parts quickly, some suppliers with their own foundries now allow you to buy parts directly from their on-line store. Websites provide an indication of inventory, date code, lot information and provided you are not procuring for a new, non-forecasted 500 satellite constellation, your parts will arrive in a few days.
Tomi Engdahl says:
Four important Wi-Fi design trends worth watching in 2022
https://www.edn.com/four-important-wi-fi-design-trends-worth-watching-in-2022/?utm_source=newsletter&utm_campaign=link&utm_medium=EDNWeekly-20220127&oly_enc_id=2359J2998023G8W
According to Wi-Fi Alliance, the number of Wi-Fi devices in use will reach nearly 18 billion in 2022. The network of companies that manages the Wi-Fi design ecosystem also forecasts 4.4 billion devices to be shipped this year.
For the year 2022, Wi-Fi Alliance has listed four major trends outlined below.
Wi-Fi an IoT building block
Wi-Fi, now widely acknowledged as a foundation technology for the Internet of Things (IoT) applications, is reinforcing its position with Wi-Fi 6 and Wi-Fi 6E
Wi-Fi 6 and Wi-Fi 6E in homes and enterprises
Wi-Fi 6 reached 50% market adoption more quickly than previous Wi-Fi generations, according to Wi-Fi Alliance. Wi-Fi 6 and Wi-Fi 6E are now being introduced for PCs, notebooks and mesh systems while home networking, automotive and augmented/virtual reality (AR/VR) applications are next in line.
Automated frequency coordination (AFC)
The AFC systems maximize spectrum access in the 6 GHz frequency band, and they have already been adopted in Canada and the United States. Wi-Fi Alliance has released specifications and test plans for AFC system implementation, and more than a dozen AFC service providers have expressed interest.
Wi-Fi network optimization
The growing use of video conferencing, voice-over-IP services, X Reality (XR) applications, and high definition (HD) streaming in home and enterprise environments has placed new strains on Wi-Fi networks. That inevitably calls for a new level of network optimization.
Here, Wi-Fi CERTIFIED Optimized Connectivity improves mobility when roaming within and across Wi-Fi networks and between Wi-Fi and cellular networks. Next, Wi-Fi CERTIFIED QoS Management ensures robust service delivery and a high-quality Wi-Fi user experience. Then, there are Wi-Fi CERTIFIED Data Elements, which help service providers and network managers better manage complex Wi-Fi networks.
In 2022, Wi-Fi CERTIFIED Passpoint will raise the bar for speed, security, and reliability to better manage Wi-Fi deployments in dense, city, and public areas.
Tomi Engdahl says:
https://techcrunch.com/2022/01/28/to-cool-down-chinas-overheated-robotics-industry-go-back-to-the-basics/
Tomi Engdahl says:
The scramble for semiconductors is our era’s industrial Great Game
https://www.ft.com/content/c77d15e3-af1f-48fb-b349-202e095a7d40
China and the US are battling over tech manufacturing supremacy — capacity as well as innovation will determine who wins
The table stakes to play in the global semiconductor market keep spiralling upwards. This month, Taiwan Semiconductor Manufacturing Company, one of the world’s leading chipmakers, said it would hike capital expenditure to as much as $44bn this year, almost three times more than 2019. South Korea’s Samsung Electronics had previously signalled a hefty increase in semiconductor spending; the US manufacturer Intel this week announced it would invest more than $20bn in building two chip factories in Ohio.
Tomi Engdahl says:
https://www.zdnet.com/article/future-of-desktop-computing-is-it-all-in-apples-hands-with-arm/
Apple is in a clear lead with Arm-based desktops
Let’s be frank: Apple is so far ahead of the other companies when it comes to putting a desktop platform on Arm-based silicon it isn’t even funny. The M1 has now effectively been deployed across its entire Mac product line except the Mac Pro , and we know that’s coming shortly, including the first major chip revision in the form of the M2. The M1 Pro and the M1 Max are no slouches. I have been using one on a MacBook Pro for about a week, and let me tell you, there is no way I am going back to an Intel machine after experiencing performance like this. No way, no how. You’ll need to rip it out of my dying hands.
Admittedly, Qualcomm is making progress with SQ 2, and Microsoft has made Windows 11 run better on Surface Pro X . Still, we can’t compare what those two have done getting Windows working acceptably on a single product versus what Apple has done to make Apple Silicon work across its entire product line, never mind the iPad, the iPhone, the Watch, TV, all of it, and who knows what else it’s working on.
Surface Pro X is one device, but what about the entire PC industry? HP? Dell? Lenovo? Asus? Acer? Samsung? The first three alone occupy a 64% share of the personal computer market, whereas Apple is a whole 7.6%.
Tomi Engdahl says:
Why This Venture Capitalist Is Excited About The Digitalization Of Kitchens
https://lm.facebook.com/l.php?u=https%3A%2F%2Ftrib.al%2FwNnCW2V&h=AT3oj4ySA8JRZp4wDAoQ7P4M4UczMj8bmTcmngIl9Qd35DpIXFV1nsJN0-6lwvlvcrQN7ZrzB8eCZ6xiUuORI25FHtefdedayDrz0G1cxkREiAs06dVbxez99I8lWc5VHw
The food tech market is booming. In 2019, the worldwide food tech market was $220.3 B according to a Statista market research report. The report cites advancing technologies in the food industry and a demand for healthier, less expensive and safer food products to catapult this market upwards of $342B by 2027.
According to Pitchbook data, $18.9B was invested in food tech startups by venture capitalists in 2020. Venture capitalists like Adam Struck, CEO of Struck Capital, are betting millions that food and culinary technology will reach the most old-fashioned corner of the global restaurant industry – kitchens.
Struck believes the digitization of kitchens has completely redefined the way restaurants operate.
“From business model changes like opening up online ordering and delivery, to robotics process automation in the kitchen, to even redesigning physical spaces to accommodate safety, no-contact ordering, and contactless payments, everything is driven by consumer expectations, and businesses will have to meet these new expectations to attract patrons,” said Struck.
Tomi Engdahl says:
Growth Spurred By Negatives
https://semiengineering.com/growth-spurred-by-negatives/
Unexpected upside driving the semiconductor and EDA industries into 2022.
The success and health of the semiconductor industry is driven by the insatiable appetite for increasingly complex devices that impact every aspect of our lives. The number of design starts for the chips used in those devices drives the EDA industry.
But at no point in history have there been as many market segments driving innovation as there are today. Moreover, there is no indication this is about to change.
“As global demand for chips continues, the semiconductor industry can expect another growth year, though ongoing business challenges and disruption caused by the pandemic could mean more consolidation,” said Amin Shokrollhi, founder and CEO of Kandou. “New chip designs in AI and ML and other emerging market segments will be tempered by enduring capacity constraints across the entire supply chain. However, our industry is full of bright innovators who look at these challenges as opportunities.”
Two of the key drivers for this expansion are COVID and the end of Moore’s Law.
“In 2022, the realization will sink in that the free lunch is over again,”
The other driver is COVID. “The pandemic put an emphasis on digital transformation and the importance of cloud-based services,” says Timothy Vang, vice president of marketing and applications for Semtech’s Signal Integrity Products Group. “As we look to the year ahead, massive intra-data center traffic is multiplying the need for additional bandwidth and faster networking interconnection speeds. Current data consumption trends suggest an increasing demand for data and compute, and we are seeing a convergence of infrastructure for data centers and wireless as data centers move toward edge compute models that are tied directly into 5G networks.”
Tomi Engdahl says:
Wall Street Journal:
Gartner: global chip sales rose 25% YoY in 2021 to a record $583.5B and are projected to grow by 9% in 2022; capital expenditures grew to at least $146B in 2021 — After posting record sales in 2021, semiconductor makers prepare for historic expansion to boost capacity
For Chip Industry, Global Supply Crunch Pushes Next Target to $1 Trillion
After posting record sales in 2021, semiconductor makers prepare for historic expansion to boost capacity
https://www.wsj.com/articles/for-chip-industry-global-supply-crunch-pushes-next-target-to-1-trillion-11643544005?mod=djemalertNEWS
The semiconductor industry’s revenue is projected to log $692.5 billion in sales by 2025.
Chip companies just had their best sales year ever—charged by a global semiconductor shortage and growing demand—and industry executives expect that total to double in less than a decade, to more than $1 trillion.
The industry’s collective annual sales topped $500 billion for the first time in 2021, slightly larger than the global smartphone industry by some calculations. The pandemic accelerated digitization trends, such as people streaming movies and videogames and companies adopting all sorts of digital tools—all requiring chips.
The industry’s struggles to meet the appetite for its products caused a supply crunch that prompted national reckonings over chip production, unlocking government subsidies and a historic wave of investment. In an industry known for having boom-and-bust cycles, it has triggered a race to expand.
“It took 50 years to become a half-a-trillion-dollar industry. It’ll take just eight to 10 years to reach a trillion dollars,” said Tom Caulfield, chief executive of GlobalFoundries Inc., one of the world’s largest contract-chip makers, in an interview.
Global chip sales rose 25% in 2021 from the prior year to a record $583.5 billion, according to research firm Gartner Inc. Factories working round the clock couldn’t keep up with demand. Prolonged shortages are projected to boost the semiconductor industry’s revenue by 9% this year, Gartner said, outpacing the historic average rate of growth.
Last week, Samsung Electronics Co. expressed confidence the good times would continue for its memory-chip business, assuming component shortages and supply-chain challenges didn’t get in the way. Intel Corp. CEO Pat Gelsinger, after the company reported record sales for last year, said “2022 will only be better.”
Tomi Engdahl says:
Bloomberg:
Many China-based sellers who were kicked off Amazon for rule violations have turned to Walmart’s online marketplace to reach US consumers
https://www.bloomberg.com/news/articles/2022-01-26/amazon-s-banned-china-retail-sellers-turn-to-walmart-s-online-marketplace
Tomi Engdahl says:
John Luttig / luttig’s learnings:
A deep dive into Microsoft: unpacking its success with Azure, which hit a $10B run rate faster than AWS, how it could become the first $10T company, and more — Understanding the behemoth in Redmond teaches us valuable lessons in cloud infrastructure, startup strategy, and the future of software.
Don’t forget Microsoft
https://luttig.substack.com/p/dont-forget-microsoft
Understanding the behemoth in Redmond teaches us valuable lessons in cloud infrastructure, startup strategy, and the future of software.
Despite its scale, Microsoft is one of the most overlooked companies in tech.
It is not a beloved consumer brand like Apple, Facebook, Amazon, or Google.
It was not a venture capital success story: Microsoft was too profitable to raise real VC money, so the founders owned 70% at IPO.
It is the oldest of FAMGA, hidden away in a different state.
But there is a lot more to Microsoft than meets the eye. If it plays its cards right, Microsoft can become the first $10T company. And startup founders would be wise to learn from the behemoth in Redmond.
This piece undertakes a daunting set of tasks: 1) understand what Microsoft is, 2) chart a path for its global domination, and 3) apply learnings from the company to the startup ecosystem.
Tomi Engdahl says:
The New World Of Touch Screen DJ Controllers In 2022
https://homedjstudio.com/best-dj-controller-with-screens/
As technology improves so do DJ controllers. The biggest innovation in recent history is the addition of screens. This has given DJs newfound freedom when DJing. Less time staring at the laptop and more time focusing on the controller. But, some controllers are better than others. In this review, we check out the best DJ controllers with screens currently available.
Tomi Engdahl says:
THE END OF AN ERA: AFTER 56 YEARS, SEGA OFFICIALLY OUT OF THE ARCADE BUSINESS
It’s game over for the Sonic maker’s coin operated division.
https://www.syfy.com/syfy-wire/sega-leaves-arcade-game-business-after-56-years?cid=soc_facebook_x_20220130_syfy_org_x_sega_x_games_x_Sega-arcade-business&utm_source=facebook&utm_medium=social&utm_campaign=9yearoldboysearchingwalnut&utm_term=organic&utm_content=link_ad&__source=Blastr_Vayner_syfy_Facebook
As one of the original titans of the Japanese arcade gaming culture that flourished in the 1970s, SEGA and its stable of arcade classics eventually became global sensations, making U.S. household names of self-published ’80s greats like sci-fi shooter Zaxxon and track-day racer Turbo.
Now, after a remarkable 56 years maintaining a coin-operated gaming presence from its native Japan, SEGA is reportedly getting out of the arcade business for good. Eurogamer reports that the company — which is still going strong worldwide as a developer and publisher of console mega-franchises — is pulling out of the Japanese parlor gaming market, selling all of its remaining arcades to another company.
https://www.eurogamer.net/articles/2022-01-28-sega-quits-japanese-arcade-business-after-50-years
Tomi Engdahl says:
Global smartphone shipment grew for the first time since 2017, new report says
https://www.cnbc.com/2022/01/28/global-smartphone-shipment-grew-for-first-time-since-2017-counterpoint.html
Annual smartphone shipment grew 4% year on year to 1.39 billion handsets in 2021 even as the pandemic and a worldwide chip shortage hampered supplies, according to Counterpoint Research.
The market research firm’s data showed that in 2017, smartphone makers shipped 1.56 billion units and that figure subsequently declined every year from 2018 to 2020.
Samsung held on to the pole position as the world’s largest smartphone maker by shipment volume despite its Vietnam factories being under a Covid lockdown for some time.
Tomi Engdahl says:
India’s Semiconductor Pursuit
https://thediplomat.com/2022/01/indias-semiconductor-pursuit/
New Delhi is clearly making a push to expand its capabilities in the critical semiconductor industry.
Tomi Engdahl says:
U.S. Warns Chip Drought to Last Through 2022 as Inventory Dips
Jan. 28, 2022
The Commerce Department said an industry survey showed mature nodes of microcontrollers, optoelectronics, and analog chips reeling from acute supply shortages.
https://www.electronicdesign.com/technologies/analog/article/21215272/electronic-design-us-warns-chip-drought-to-last-through-2022-as-inventory-dips?utm_source=EG%20ED%20Analog%20%26%20Power%20Source&utm_medium=email&utm_campaign=CPS220124106&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
Tomi Engdahl says:
Rambus ehti ensin: maailman ensimmäinen PCIe6-ohjain
https://etn.fi/index.php/13-news/13110-rambus-ehti-ensin-maailman-ensimmaeinen-pcie6-ohjain
PCI-tekniikan kehitystä hallinnoiva PCI-SIG -järjestö sai tammikuussa valmiiksi PCI Express -väylän lopullisen 6.0-standardin. Rambus on nyt ensimmäisenä julkistanut PCIe6-ohjaimen, joka tulee vauhdittamaan tulevien polvien datakeskuspalvelimia.
Rambusin ohjain on lisensoitava IP, joka voidaan integroida ASIC-suunnitteluihin. Se tukee standardin mukaista 64 gigasiirron datanopeutta.
Interface IP
PCIe 6.0 Controller
https://www.rambus.com/interface-ip/controllers/pci-express-controllers/pcie6/
Tomi Engdahl says:
Dan Taylor / Tech.eu:
Finnish open-source database startup MariaDB raises a $104M Series D and plans for an IPO on the NYSE via a SPAC merger seeking a valuation of ~$672M
Open-source database software maker MariaDB announces intentions to list on NYSE via SPAC
https://tech.eu/brief/open-source-database-software-maker-mariadb-announces-intentions-to-list-on-nyse-via-spac/
Tomi Engdahl says:
IDC:
Global tablet shipments grew 3.2% YoY to 168.8M in 2021; Apple had 34.2% market share, Samsung had 18.3%, Lenovo had 10.5%, Amazon had 9.5%, and Huawei had 5.7%
https://www.idc.com/getdoc.jsp?containerId=prUS48826122
Tomi Engdahl says:
Intel Addressing the Semiconductor Shortage
Intel’s proposed semiconductor plants in Ohio could significantly affect availability sometime in the future
https://www.electronicdesign.com/magazine/51082?utm_source=EG%20ED%20Auto%20Electronics&utm_medium=email&utm_campaign=CPS220127050&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
Tomi Engdahl says:
AMD lupaa 24 tuntia videontoistoa
https://etn.fi/index.php/13-news/13119-amd-lupaa-24-tuntia-videontoistoa
AMD uusi Ryzen 6000 -prosessoriperhe esiteltiin jo tammikuussa, kun täällä vielä oltiin joululomalla. Ehkä osin sen takia meni ohi uutuuden iso lupaus: 24 tunnin toiminta-aika elokuvien katselussa yhdellä latauksella.
Näin pitkä toiminta-aika tietenkin vaatii, että prosessori on erittäin energiatehokas. AMD:n mukaan tämä perustuu uuteen Zen 3+ -ytimeen, jolle 6000-sarja rakentuu.
Ryzen 6000 -piirit valmistetaan TSMC:n 6 nanometrin prosessissa. Ne tukevat uuden polven DDR5-muistia ja väylävalikoima on päivittynyt USB4:een ja PCIe5 4.0:aan.
Nyt grafiikkalaskenta perustuu RDNA 2 -arkkitehtuuriin ja sen myötä piirit voivat pyörittää valtaosaa PC-peleistä FulHD-resoluutiolla, AMD lupaa.
Piirien tehobudjetti yltää 15 watista aina 45 wattiin
Zen 4 -ytimeen perustuvat Ryzen 7000 -prosessorit AMD lupaa markkinoille jo alkaneen vuoden jälkimmäisellä puoliskolla. Niiden myötä prosessorikanta uudistuu kokonaan. Uusi kanta on nimeltään AM5.
Tomi Engdahl says:
What is digital transformation?
https://enterprisersproject.com/what-is-digital-transformation
Digital transformation is the integration of digital technology into all areas of a business, fundamentally changing how you operate and deliver value to customers. It’s also a cultural change that requires organizations to continually challenge the status quo, experiment, and get comfortable with failure.
Digital transformation is imperative for all businesses, from the small to the enterprise. That message comes through loud and clear from seemingly every keynote, panel discussion, article, or study related to how businesses can remain competitive and relevant as the world becomes increasingly digital. What’s not clear to many business leaders is what digital transformation means. Is it just a catchy way to say moving to the cloud? What are the specific steps we need to take? Do we need to design new jobs to help us create a framework for digital transformation, or hire a consulting service? What parts of our business strategy need to change? Is it really worth it?
A note: Some leaders feel the very term “digital transformation” has become so widely used, so broad, that it has become unhelpful. You may not love the term. But love it or not, the business mandates behind the term – to rethink old operating models, to experiment more, to become more agile in your ability to respond to customers and rivals – aren’t going anywhere.
This article aims to answer some of the common questions around digital transformation and provide clarity, specifically to CIOs and IT leaders, including lessons learned from your peers and digital transformation experts.
Tomi Engdahl says:
One of the lessons learned from the pandemic is that we live in a volatile world and things change with lightning speed.
https://trib.al/lKaCnWq
To Future-Proof And Continually Grow Your Career You Need To Acquire Digital Tech Skills
https://lm.facebook.com/l.php?u=https%3A%2F%2Ftrib.al%2FlKaCnWq&h=AT2Sa1KUOK60VPytbvtIHFtlrYTpNPwSGJ4pgC4yQ8CDOytoqby6l1Eabi6XRFLrXCMzqUcVas9EfFB-gq0G1qpZmUkLSgpBysSEq1cuncZCSKb4ZnrqjXu6WttWzqIafweBDMFKbmdwZAY0Gw
One of the lessons learned from the pandemic is that we live in a volatile world and things change with lightning speed. You can’t expect your life and work to remain static. To survive and thrive it’s imperative to anticipate future changes and learn how to adapt to new environments.
It’s obvious at this point in time that technology will be one of the dominant trends for the foreseeable future. To future-proof the longevity of your career, you need to accept this reality, and take actions to ensure that you acquire the necessary skills and tools to keep up with the fast moving digital online world.
Tomi Engdahl says:
This series of three blog posts is a deep-dive into the SaaS deployment in payment and card space. A deep dive to the key drivers: availability, cost-efficiency and expertise.
3 facts to consider when evaluating SaaS model for payments processing
https://www.tietoevry.com/en/blog/2021/11/3-facts-to-consider-when-evaluating-saas-model-for-payments-processing/?utm_source=facebook&utm_medium=promoted-post&utm_campaign=CL-1038-213825-GL+Cards+as+a+Service&utm_content=saas-1&fbclid=IwAR18zOQSNItVtq49zbhQfObJmtNdMy1CyhNHfy6IjNRWIax7JXiOjPeGITo
Availability, cost-efficiency, and expertise – how to guarantee these when choosing your IT delivery model?
Software-as-a-Service delivery model grows in popularity as more companies re-evaluate their investments in privately held IT systems versus time and energy that could be spent on achieving primary business goals. Companies must weigh assumed cost reduction from operating their own data centers and software solutions against potential limitations that such approach creates for business growth.
Tomi Engdahl says:
Shares of payments giant PayPal had their worst day on record—plunging roughly 25%—after the company issued disappointing revenue and profit forecasts for 2022. Here’s why PayPal said it happened: https://trib.al/ucmNEKS
Tomi Engdahl says:
Shares of Facebook parent Meta plunge 23% on lower profits
https://abcnews.go.com/Business/wireStory/shares-facebook-parent-meta-plunge-22-lower-profits-82633675
Meta, the company that owns Facebook, Instagram and WhatsApp, saw its stock plunge in after-hours trading after reporting a rare decline in its fourth quarter profit due to a sharp increase in expenses
Tomi Engdahl says:
TI Sees Strong Chip Demand Ahead Amid Production Ramp-Up
Jan. 27, 2022
The company reported earnings after the Commerce Department said in a newly released report that U.S. companies see the global chip shortage lasting into the second half of 2022—at least.
https://www.electronicdesign.com/technologies/analog/article/21215158/electronic-design-ti-sees-strong-chip-demand-ahead-amid-production-rampup?utm_source=EG%20ED%20Auto%20Electronics&utm_medium=email&utm_campaign=CPS220127058&o_eid=7211D2691390C9R&rdx.ident%5Bpull%5D=omeda%7C7211D2691390C9R&oly_enc_id=7211D2691390C9R
Tomi Engdahl says:
The chip shortage won’t be fixed without major federal investment
https://www.brookings.edu/blog/the-avenue/2022/02/01/the-chip-shortage-wont-be-fixed-without-major-federal-investment/
Intel’s recent announcement that it plans to build a
$20 billion semiconductor plant outside Columbus, Ohio unleashed euphoric
headlines, with President Joe Biden calling it a
“game changer” that would begin to revive the Midwest’s industrial sector and address supply chain bottlenecks that have led to the current
computer chip shortage.
Headshot
Mark Muro
Senior Fellow and Policy Director – Brookings Metro
markmuro1
Robert Maxim
Senior Research Associate – Brookings Metro
robmaxim
But for all the excitement, it bears noting that Intel’s plans are the latest development in a long and often painful saga that is now challenging the U.S. to work out a solution to the nation’s broader chip problems. Addressing those issues will require urgent action, including passage of the pending America COMPETES Act and its important CHIPS for America Fund.
Tomi Engdahl says:
Bloomberg:
Meta opens down 24%+, cutting $200B+ from its market value, the biggest loss of market value in single day for a US company, after weak Q4 results — Facebook parent Meta Platforms Inc. is set to shed about $200 billion in market value, in what would be one of the biggest …
https://www.bloomberg.com/news/articles/2022-02-03/meta-set-for-200-billion-wipeout-among-worst-in-market-history
Stephanie Condon / ZDNet:
Meta CFO says Apple’s ATT privacy changes will cost the company $10B in revenue during 2022 and says Google “faces a different set of restrictions from Apple” — Meanwhile, the company accused Apple of favoring Google over app-based platforms like Facebook with its privacy policies
Meta estimates Apple’s iOS changes will cost it $10B in 2022
https://www.zdnet.com/article/meta-estimates-apples-ios-changes-will-cost-it-10b-in-2022/
Meanwhile, the company accused Apple of favoring Google over app-based platforms like Facebook with its privacy policies
Tomi Engdahl says:
Facebook Faces An ‘Existential Moment’ After $230 Billion Stock Crash
https://lm.facebook.com/l.php?u=https%3A%2F%2Fwww.forbes.com%2Fsites%2Fsergeiklebnikov%2F2022%2F02%2F03%2Ffacebook-faces-an-existential-moment-after-230-billion-stock-crash%2F%3Futm_campaign%3Dforbes%26utm_source%3Dfacebook%26utm_medium%3Dsocial%26utm_term%3DGordie&h=AT27ydhjIYQK5qJECdJtFDyswhn_9tVIBUkTXcXta2VHE1lmCzJGU-FUPfTzv4jVSna5sNrRfYeiOW8wpOCJ9DseShKKIT_252SPaD6w0dkkpMqoVa1xTDt9fUefbHNpcQ
Shares of Facebook-parent Meta fell over 25% on Thursday—erasing over $230 billion in market value for its worst trading session in history—after the company’s dismal quarterly earnings report showed declining users and surging expenses related to the company’s metaverse project.
Tomi Engdahl says:
Snap, Twitter, and Pinterest sink as Facebook parent Meta’s Q4 earnings shock hits social media stocks
https://lm.facebook.com/l.php?u=https%3A%2F%2Ftrib.al%2FLtGn4p7&h=AT19y4DB9tfSGyHxNyFDLxidg1vpwduR_jXT8I6LFB6-owtvsLs-BM2jIb5CpsreRpYP5JIYWtZdl_pkQar65Plp6ioj0BUH0pzJtLhBJ6h1tLask7j7cpe9DOydElkYXg
Snap, Twitter, and Pinterest dropped sharply in regular trading Thursday after Facebook parent Meta’s fourth-quarter earnings failed to meet Wall Street analysts’ expectations.
Social-media heavyweight Meta’s stock was last down 23.5% at $246.95 a share, after reporting its user numbers fell for the first time ever.
Facebook’s daily active users dropped to 1.93 billion, lower than the average of 1.95 billion that analysts had been expecting. Metaverse-related losses came in at $10 billion, and Meta forecast lower-than-expected revenue for the first quarter.
Thursday’s decline wiped out $230 billion from Facebook’s market value, in its worst one-day loss since its stock market debut in May 2012.
Social media wasn’t the only sector that got hurt. Amazon lost 6% ahead of its own results on Thursday. Google parent Alphabet recovered after initially dropping in the premarket session.
Tomi Engdahl says:
Meta tumbled 20% in Thursday’s pre-market session, pointing to losses of $200 billion in market value once regular trade resumes.
US futures fall after Facebook parent Meta slides 20% in premarket trade and Spotify tumbles on weak user projections
https://lm.facebook.com/l.php?u=https%3A%2F%2Ftrib.al%2FS4osl6x&h=AT3jjGmdxCFtLP8qADbIyHX7ibQUV-jwYgiVsbQN9eLkxu3nD4iOR2e7k9r45tq8fZ5uk3pUxw51f8QAQ-J76pXU8s-LQy3NMpEvyLGYGD_2EaGQrHx_o6CtiZqhl3eiDw
Tomi Engdahl says:
Meta just suffered the largest one-day wipeout in US corporate history. Its valuation slumped by nearly $240 billion.
https://lm.facebook.com/l.php?u=https%3A%2F%2Ftrib.al%2FnZy0ACP&h=AT01vXJ0KSAbs3DhKBqcXsdeGxXYjt6wRjDbwUByMuCu-kywuL-sosyFE73A_-55xnznCQj-7xme5eNx22jc4Ap0ia_Oz5aDzqrxDbB-uU3hj4ZJqnHc4r-qELlAt73_9Q
Tomi Engdahl says:
Farnell: korona muutti komponenttikauppaa pysyvästi
https://etn.fi/index.php/opinion/13132-farnell-korona-muutti-komponenttikauppaa-pysyvaesti
Koronapandemia näyttää viimein hellittävän otettaan. Kulunut kaksi vuotta on kuitenkin aiheuttanut pysyvä muutoksia elektroniikan komponenttikauppaan. Suunnittelijoiden jakelijana tunnetun Farnellin pääjohtaja Chris Breslinin mukaan korona muutti komponenttikauppaa pysyvästi.
Farnell on työskennellyt tiiviisti yli 80 vuoden ajan asiakkaidensa ja toimittajakumppaneidensa kanssa kaikkialla maailmassa, ja siirtyminen henkilökohtaisista yhteyksistä täydelliseen virtuaalisuuteenn yhdessä yössä oli mielenkiintoinen haaste, johon tartuimme ripeästi. Käytettävissämme oleva teknologia on auttanut suuresti tätä vaihtoa ja monin tavoin parantanut vuorovaikutusta sidosryhmiemme kanssa, sekä asiakkaiden kanssa että talon sisällä.
Asiakkaat saavat edelleen täydellistä päästä-päähän lisäarvoa tuottavaa tukea koko prosessin ajan aina myynnin jälkeiseen tukeen, vaikka emme pystyisikään tarjoamaan tätä tukea kasvokkain. Siirtyminen virtuaalisiin yhteyksiin avasi myös uusia menestymisen mahdollisuuksia, kuten virtuaalitapahtumia, webinaareja, podcasteja ja monia muita alustoja, jotka eivät historiallisesti olleet yleisiä elektroniikan jakelun maailmassa.
Teknologiateollisuuden tilaukset kasvoivat – komponenttipula rassaa
https://www.uusiteknologia.fi/2022/02/03/teknologiateollisuuden-tilaukset-kasvoivat-reippaasti/
Tomi Engdahl says:
The MariaDB SPAC deal could prove to be a key test for unicorn exits
https://techcrunch.com/2022/02/02/the-mariadb-spac-deal-could-prove-to-be-a-key-test-for-unicorn-exits/?tpcc=tcplusfacebook
The SPAC craze is slowing in the wake of myriad missteps.
Companies as far afield from one another as BuzzFeed (media), Bird (e-scooter fleets), and Dave (consumer fintech), among other recent SPAC-led debuts, have shed value since their blank-check combinations. The result of the SPAC boom looks more like a series of misses with a few hits (SoFi) than a viable exit path for highly valued technology companies that remain private.
The company in question, MariaDB, is the force behind the open source project of the same name. MariaDB the software is an “open source relational database,” as the company writes, meaning that it’s available for free. The company also has an enterprise product (subscription-based) that includes support and a hosted version of its service called SkySQL.
MariaDB is a modern open source software company with recurring revenues that is going public via a SPAC. This means that the deal will take a startup that has raised nine figures of private capital to the public markets in an expedited manner. For unicorns that are too expensive to sell themselves, but not yet mature enough for a traditional IPO, MariaDB the company is setting precedent.
Why? Because if the price that MariaDB has secured for itself through the deal is attractive, it could indicate that while many SPACs have struggled post-combination, there could still be a path for software companies with well-understood business models to lever blank-check companies to public-market debuts.
Per the company’s release, it intends to merge with Angel Pond Holdings Corporation. The transaction is a little complicated