Новини світу мікро- та наноелектроніки

South Korea’s Key Foundry changes name to SK keyfoundry

Semiconductor today - Срд, 01/03/2024 - 15:01
Following shareholder approval, Key Foundry of Cheongju, South Korea — which provides specialty analog and mixed-signal foundry services on 8-inch wafers for consumer, communications, computing, automotive and industrial applications — has changed its corporate name to SK keyfoundry...

The Ideal Diode: Mastering Power Flow in Electronics

ELE Times - Срд, 01/03/2024 - 14:19

In the realm of electronics, the ideal diode stands as a crucial component, enabling seamless power flow and ensuring efficient energy utilization. Let’s delve into the intricacies of this electronic marvel, exploring its characteristics, circuit representation, and practical applications.

What is an Ideal Diode?

At its core, an ideal diode is a theoretical electronic component that exhibits flawless rectification properties. Unlike its real-world counterparts, it allows current to flow freely in one direction while blocking it entirely in the opposite direction. This impeccable behaviour forms the foundation of its name—the ideal diode.

Ideal Diode Symbol:

Represented in circuit diagrams by a simple arrowhead pointing in the direction of allowable current flow, the ideal diode symbol captures the essence of its unidirectional conductive nature. This symbol is a visual cue for engineers and enthusiasts alike, signifying the diode’s role in directing electrical currents.

Ideal Diode Circuit:

The ideal diode circuit is uncomplicated yet powerful. Placed in series with the load, it ensures that current flows only in the intended direction, preventing any undesired backflow. This rudimentary setup finds applications in various electronic systems, guaranteeing the integrity of power sources.

Ideal Diode Characteristics:

The distinguishing features of an ideal diode contribute to its widespread use in electronic design:

  1. Perfect Rectification: Ideal diodes allow current to pass freely in one direction while blocking any reverse current, ensuring a one-way flow.
  2. Zero Forward Voltage Drop: Unlike real-world diodes, ideal diodes exhibit no voltage drop when conducting, leading to maximum power efficiency.
  3. Instantaneous Switching: The response time of an ideal diode is infinitesimally small, enabling rapid switching between on and off states.

Ideal Diode Controller:

To harness the capabilities of ideal diodes in practical applications, engineers often implement ideal diode controllers. These controllers manage the diode’s switching behavior, optimizing its performance in real-world scenarios. By using external circuitry, they mimic the behavior of an ideal diode, providing seamless integration into complex electronic systems.

Ideal Diode Examples:

Numerous scenarios benefit from the application of ideal diodes. One notable example is in solar energy systems, where ideal diodes prevent reverse current flow during nighttime or cloudy conditions, preserving energy harvested from solar panels. Additionally, they find use in power supply circuits, uninterruptible power supplies (UPS), and battery management systems.

In conclusion, the ideal diode, despite being a theoretical concept, plays a pivotal role in shaping the efficiency and reliability of electronic systems. Its characteristics, represented by a simple symbol in circuit diagrams, extend far beyond theoretical discussions. As we continue to innovate in the world of electronics, the ideal diode remains a guiding light, promising a future of optimized power flow and energy utilization.

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Servotech to establish EV Charging R&D Lab and Centre of Excellence for Students & EV Charging Station at LLOYD Campus, signs MoU

ELE Times - Срд, 01/03/2024 - 13:22

Servotech Power Systems Ltd., India’s leading EV charger manufacturer has signed an MoU with the Lloyd Institute of Engineering and Technology to promote research, education, training, FDPs, and innovation in EV technology and charging infrastructure by establishing an exclusive research and development lab and centre of excellence on EV charging technology and infrastructure. Servotech extends internship and job opportunities to trainees from the centre of excellence, fostering practical experience and industry exposure.

Lastly, the company plans to set up and commission a charging station equipped with a 14 kW EV Charger, suitable for 2, 3 & 4 wheelers, within Lloyd’s premises. Accessible to students and faculty of the institute, it will offer free charging. The charging station will also extend its services to the general public and students from nearby institutes. This inclusive approach cultivates communal advantage and these initiatives ultimately expedite the widespread adoption of EVs.

The R&D centre aims to foster innovation, create awareness, sensitize individuals, and upskill students as per industry needs, furthering research in EV technology and charging. Additionally, it will offer training, organize seminars and workshops, across various forums to share knowledge and insights. By extending internship and job opportunities, Servotech creates a symbiotic relationship between education and industry innovation. The establishment of an EV charging station showcases real-world application and accessibility of EV charging infrastructure, bringing India closer to its dream of being an EV-powered nation.

Arun Handa, Chief Technical Officer, Servotech Power Systems, expressed, “By leveraging the expertise of Servotech and the academic excellence of the Lloyd Institute, the R&D centre will become a catalyst for groundbreaking technological advancements in the rapidly evolving field of EVs. We look forward to creating a collaborative ecosystem that benefits students, faculty, and industry professionals alike. The R&D centre equipped with cutting-edge facilities is all set to support advanced research projects, testing, and development of EV charging technologies. As the demand for electric vehicles surges globally, the centre is set to play a pivotal role in shaping the future of sustainable mobility, empowering individuals with the expertise needed to drive impactful change in the automotive landscape”

Manohar Thairani, President, Lloyd Institute of Engineering and Technology commented “This MoU represents Industry-Academia collaboration to skill the fresh talent in the area of EV. LIET focuses on skill-based education and has established centres in emerging areas such as EV, Li-ion Batteries, and Drone technology. This collaboration with Servotech Power Systems will give real exposure and develop an understanding of the students of the Institute and the nearby region in the EV sector. Additionally, the centre will act as a hub to cater to the multiple needs of e-mobility along with extending the trained manpower required for Aviation and other Industries. Overall, this step will bring our country closer to its dream of being an EV-powered and mission Viksit Bharat”.

The post Servotech to establish EV Charging R&D Lab and Centre of Excellence for Students & EV Charging Station at LLOYD Campus, signs MoU appeared first on ELE Times.

Driving Innovation in Automotive Electronics: Diodes Incorporated Launches AH371xQ Series with Advanced Hall-Effect Latches

ELE Times - Срд, 01/03/2024 - 12:26

In a significant expansion of its product line, Diodes Incorporated introduces the AH371xQ series, an advanced Hall-effect latch designed exclusively for automotive use. This innovative series features a Hall plate design, enhancing overall performance and versatility in automotive applications.

Enhanced Performance for Automotive Systems

The AH371xQ series proves invaluable across various applications, ranging from controlling brushless DC motors to operating valves and serving in linear and incremental rotary encoders for precise position-sensing tasks.

Operating within a broad range of 3V to 27V, with 40V load dump protection, the series is well-suited for diverse automotive systems. It significantly contributes to vehicle comfort and efficient engine management, impacting tasks such as window lifting, sunroof movement, tailgate mechanisms, seat motors, cooling fans, water/oil pumps, and speed measurement.

Technological Features and Flexibility

The Hall-effect latches in this series employ a chopper-stabilized design, effectively minimizing thermal variation effects and enhancing stray field immunity. The series ensures prompt and reliable operation with a swift typical power-on time of 13µs. Engineers benefit from the flexibility of choosing from six sensitivity ranges (25 to 140 gauss), allowing for customization in sensing distances and magnet types.

Robust Design for Reliability

Featuring open-drain outputs that accommodate varied external pull-up voltages, the AH371xQ series prioritizes robust protection. It includes an 8kV human body model ESD rating, a reverse blocking diode, overcurrent protection, and an overvoltage clamp.

Adherence to High Automotive Standards

The AH371xQ series meets and exceeds high automotive standards, being AEC-Q100 Grade 0 qualified and manufactured in IATF 16949 certified facilities. The series supports Production Part Approval Process (PPAP) documentation and is available in various packages, including SOT23, SC59, and SIP-3, with the AH3712Q also offered in U-DFN2020-6.

Key Features at a Glance:

  • Compliance: Automotive (PPAP supported)
  • AEC Qualified: Yes
  • Type: Latch
  • Outputs: Single
  • Output Type: Open Drain
  • Active Output State (B > Bop): Low
  • Inactive Output State (B < Brp): High-Z
  • Operating Voltage (V): 3 to 27
  • Average Supply Current (mA): 208

Exploration and Innovation

Engineers can explore the AH371xQ series and other Hall-effect sensors using Diodes Incorporated’s part selector tool. With these latest additions, Diodes Incorporated reaffirms its commitment to innovation and reliability in the automotive electronics sector.

The post Driving Innovation in Automotive Electronics: Diodes Incorporated Launches AH371xQ Series with Advanced Hall-Effect Latches appeared first on ELE Times.

Global Semiconductor Capacity Projected to Reach Record High 30 Million Wafers Per Month in 2024, SEMI Reports

ELE Times - Срд, 01/03/2024 - 08:47

Global semiconductor capacity is expected to increase 6.4% in 2024 to top the 30 million *wafers per month (wpm) mark for the first time after rising 5.5% to 29.6 wpm in 2023, SEMI announced today in its latest quarterly World Fab Forecast report.

The 2024 growth will be driven by capacity increases in leading-edge logic and foundry, applications including generative AI and high-performance computing (HPC), and the recovery in end-demand for chips. The capacity expansion slowed in 2023 due to softening semiconductor market demand and the resulting inventory correction.

“Resurgent market demand and increased government incentives worldwide are powering an upsurge in fab investments in key chipmaking regions and the projected 6.4% rise in global capacity for 2024,” said Ajit Manocha, SEMI President and CEO. “The heightened global attention on the strategic importance of semiconductor manufacturing to national and economic security is a key catalyst of these trends.”

Covering 2022 to 2024, the World Fab Forecast report shows that the global semiconductor industry plans to begin operation of 82 new volume fabs, including 11 projects in 2023 and 42 projects in 2024 spanning wafer sizes ranging from 300mm to 100mm.

China Leads Semiconductor Industry Expansion

Boosted by government funding and other incentives, China is expected to increase its share of global semiconductor production. Chinese chip manufacturers are forecast to start operations of 18 projects in 2024, with 12% YoY capacity growth to 7.6 million wpm in 2023 and 13% YoY capacity growth to 8.6 million wpm in 2024.

Taiwan is projected to remain the second-largest region in semiconductor capacity, increasing capacity 5.6% to 5.4 million wpm in 2023 and posting 4.2% growth to 5.7 million wpm in 2024. The region is poised to begin operations of five fabs in 2024.

Korea ranks third in chip capacity at 4.9 million wpm in 2023 and 5.1 million wpm in 2024, a 5.4% increase as one fab comes online. Japan is expected to place fourth at 4.6 million wpm in 2023 and 4.7 million wpm in 2024, a capacity increase of 2% as it starts operations of four fabs in 2024.

The World Fab Forecast shows the Americas increasing chip capacity by 6% YoY to 3.1 million wpm with six new fabs in 2024. Europe & Mideast is projected to up capacity 3.6% to 2.7 million wpm in 2024 as it launches operations of four new fabs. Southeast Asia is poised to increase capacity 4% to 1.7 million wpm in 2024 with the start of four new fab projects.

Foundry Segment Continues Strong Capacity Growth

Foundry suppliers are forecast to rank as the top semiconductor equipment buyers, increasing capacity to 9.3 million wpm in 2023 and a record 10.2 million wpm in 2024.

The memory segment slowed expansion of capacity in 2023 due to weak demand in consumer electronics including PCs and smartphones. The DRAM segment is expected to increase capacity 2% to 3.8 million wpm in 2023 and 5% to 4 million wpm in 2024. Installed capacity for 3D NAND is projected to remain flat at 3.6 million in 2023 and rise 2% to 3.7 million wpm next year.

In the discrete and analog segments, vehicle electrification remains the key driver of capacity expansion. Discrete capacity is forecast to grow 10% to 4.1 million wpm in 2023 and 7% to 4.4 million wpm in 2024, while Analog capacity is projected to grow 11% to 2.1 million wpm in 2023 and 10% to 2.4 million wpm in 2024.

The latest update of the SEMI World Fab Forecast reportpublished in December, lists 1,500 facilities and lines globally, including 177 volume facilities and lines with various probabilities expected to start operation in 2023 or later.

For details about SEMI reports on other semiconductor sectors, visit SEMI Market Data or contact the SEMI Market Intelligence Team (MIT) at mktstats@semi.org.

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Li Auto accelerates toward high-voltage EV market with STMicroelectronics’ silicon-carbide

ELE Times - Срд, 01/03/2024 - 07:14

STMicroelectronics, a global semiconductor leader serving customers across the spectrum of electronics applications, has signed a long-term silicon carbide (SiC) supply agreement with Li Auto, a leader in China’s new energy vehicle market that designs, develops, manufactures, and sells smart premium electric vehicles. Under this agreement, STMicroelectronics (”ST”) will provide Li Auto with SiC MOSFET devices to support Li Auto’s strategy around high-voltage battery electric vehicles (BEVs) in various market segments.

As the automotive industry transforms towards electrification and decarbonization, high-voltage BEVs have become a popular choice for car makers. These vehicles offer outstanding energy efficiency and extended mileage. Li Auto, known for its extended-range electric vehicles (EREVs), is entering the BEV market with its first-ever high-tech flagship family MPV BEV model premiered in Q4 2023. With plans to introduce more high-voltage BEV models soon, Li Auto will require high volumes of SiC MOSFETs to integrate into its traction inverters to ensure superior electric vehicle performance.

ST’s SiC devices increase performance and efficiency through higher switching frequencies, breakdown voltages, and thermal resistance. These are all particularly critical characteristics at the higher operating voltages required for battery electric vehicles. Li Auto is adopting ST’s advanced third-generation 1200V SiC MOSFET in the traction inverter of its upcoming 800V BEV platform, to ensure industry-leading process stability and performance, efficiency, and reliability.

Li Auto is committed to providing families with premium EVs exceeding their expectation. This agreement with ST stands as a testament to Li Auto’s unwavering dedication in BEV product development. Collaborating with the renowned global leader in SiC technologies, we anticipate a forthcoming relationship filled with innovation and success,” said Qingpeng MENG, Vice President of Supply Chain, Li Auto.

Holding more than 50% market share in SiC MOSFETs worldwide, ST’s SiC technology has earned high praise from top OEMs for its electric vehicle performance. It is widely used in onboard chargers and power modules.

As a world leader in power devices and wide bandgap semiconductor technologies, ST has established long-term supply agreements with major car makers and Tier 1 suppliers. The SiC supply agreement with Li Auto marks a significant step building upon our existing long-term relationship in other automotive applications,” said Henry CAO, Executive Vice President of Sales & Marketing, China Region, STMicroelectronics. “ST is committed to supporting Li Auto’s ambition to become a top premium electric vehicle brand in China, offering their customers superior vehicle performance and range with our innovative SiC technologies.”

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ST, Toshiba, and EPC Serve Up Motor Drive Support

AAC - Срд, 01/03/2024 - 02:00
Products from ST Microelectronics, Toshiba, and EPC address the growing need for efficient, low-cost, and high-performance motor drive circuits.

Rambus Improves DDR5 Transfer Speeds By 50% With New RCD

AAC - Втр, 01/02/2024 - 20:00
Rambus' latest registering clock driver inches DDR5 memory closer to data center-level performance.

2023: Is it just me, or was this year especially crazy?

EDN Network - Втр, 01/02/2024 - 18:50

As any of you who’ve already seen my precursor “2024 Look Ahead” piece may remember, we’ve intentionally flipped the ordering of these two end-of-year writeups once again this year. This time, I’ll be looking back over 2023: for historical perspective, here are my prior retrospectives for 2019, 2021 and 2022 (we skipped 2020).

As I did last year, though, I thought I’d start by scoring the topics I wrote about a year ago in forecasting the year to come:

  • Inconsistently easing semiconductor constraints
  • Mounting environmental concerns
  • Unpredictable geopolitical tensions, and
  • Unclearly legal generative AI

As I also noted last year, maybe I’m just biased but I think I nailed ‘em all. Let me know your opinions in the comments. And here, by the way, are the other topics I ended up not covering in detail in last year’s forecast for 2023 but still briefly mentioned in its summary:

  • Industry layoffs
  • Electric vehicles
  • Autonomous vehicles
  • The Metaverse, and
  • Lingering pandemic trends and impacts

In the sections that follow, I’m going to elaborate further on a few of these themes, as well as discuss other topics that didn’t make my year-ago forecast but ended up being particularly impactful (IMHO, of course).

Large language models quickly become commonplace

Generative AI in its various implementation permutations ended up, as I’d predicted a year ago, dramatically accelerating in popularity this year, despite its prodigious environmental-resource impacts (which, as with bitcoin mining’s ongoing transition from “proof of work” to more resource-efficient “proof of stake”, will hopefully decrease over time). Heck, to the power consumption point, some analyst firms are suggesting that generative AI might be what finally kickstarts battery-powered smartphone sales again (as a counterpoint to last-month’s year-ahead forecast of their ongoing atrophy: to be clear, I’m still skeptical).

What I didn’t necessarily predict a year ago though, was the in-parallel emergence and rapid usage increase of large language models (LLMs), which at least currently are unfortunately also environmental catastrophes in their own right. Just a few days ago as I write these words in early December 2023, in fact, OpenAI’s ChatGPT celebrated its one-year birthday. LLMs existed prior to ChatGPT’s unveiling, of course, and other robust implementation options also remain available and under ongoing development. But ChatGPT has captured a disproportionate percentage of the general public’s mindshare, aided in no small part by Microsoft’s sizeable investment coupled with more recent coverage of management turmoil at the company.

In retrospect however, LLMS’ speedy widespread acceptance, both as a generative AI input (and sometimes also output) mechanism and more generally as an AI-and-other interface scheme, isn’t a surprise…their popularity was a matter of when, not if. Natural language interaction is at the longstanding core of how we communicate with each other after all, and would therefore inherently be a preferable way to interact with computers and other systems (which Star Trek futuristically showcased more than a half-century ago). To wit, nearly a decade ago I was already pointing out that I was finding myself increasingly (and predominantly, in fact) talking to computers, phones, tablets, watches and other “smart” widgets in lieu of traditional tapping on screens and keyboards, and the like. That the intelligence that interprets and responds to my verbally uttered questions and comments is now deep learning trained and subsequent inferred versus traditionally algorithmic in nature is, simplistically speaking, just an (extremely effective in its end result, mind you) implementation nuance.

Battery materials as geopolitical chess pieces

In last year’s retrospective, I pointed out the increasing prevalence of batteries based on lithium ion and other chemistries, in two- and four-wheeled vehicles as well as those driven by propellers and impellers, along with other applications. Given that environmental concerns were one of the big-picture topics I’d explored just one month earlier, I of course also noted the importance of ongoing improvements in charge density, cost, charge speed, recharge cycles, and other metrics as a means of meaningfully weaning us off greenhouse gas-generating fossil fuels.

I closed out that section of the writeup with the following comment:

Barring the discovery of vast, cost-effectively mineable new lithium deposits somewhere(s) in the world, we’re going to need to count on two other additional demand-mitigating variables:

What I admittedly didn’t comprehend at the time was the degree to which the then-current geographic concentrations of lithium and other key raw materials in relatively few regions of the world would find use both, to advance those countries’ leadership in batteries based on those raw materials, and in parallel, to hamper the aspirations of competitors and others. Take, for example, these excerpts from an NPR interview published in late July:

When it comes to supply chains for the electric vehicle industry, China is far ahead for the number of batteries and EV cars that it produces. It’s also cornered the market on the minerals, metal, cathodes and anodes that go into batteries. Can the rest of the world catch up?

The numbers speak for themselves when it comes to critical elements used in electric vehicle batteries and other forms of renewable energy storage. China mines more than two-thirds of the world’s graphite, extracts 60% of the rare earth. It owns almost half of the cobalt mines and controls a quarter of the lithium.

Last year, China refined 95% of manganese, roughly 70% of cobalt and graphite, two-thirds of lithium, and over 60% of nickel. These are all the key materials for lithium-ion batteries that currently dominate the market.

To wit, as announced in late October and effective just a couple of days ago as I write these words, China is restricting exports of graphite. And it’s not just China; a host of African countries rich in various critical minerals are also negotiating tough with the United States and other high-volume importers, for example. The U.S. and others are aggressively seeking out domestic supplies for lithium and other raw materials, but translating a find into high volume extraction won’t happen overnight and may also be constrained by environmental impact concerns.

Political tensions impact technology firms’ businesses

Speaking of China…as of a couple of days ago, the United States issued long-awaited regulations that limit Chinese content in batteries eligible for electric vehicle tax credits beginning in 2024, starting with fully assembled cells and later spreading to raw materials. This is just one example of the suite of technology-related sanctions and other restrictions that the U.S. and other Western countries have issued against China in recent years, seemingly accelerating of late.

Those countries’ officials point, for example, to claimed official China-sanctioned, often even China government-coordinated, espionage programs against Western businesses and political entities, as discussed for example in a recent 60 Minutes segment:

along with price “dumping” designed to force non-China competitors out of markets artificially made unprofitable near-term, only for Chinese businesses to then raise long-term prices once competitors have been eliminated. In bringing up these claims, to be clear, I’m not offering any opinion as to their validity-or-not, I’m just reporting them.

These sanctions, unsurprisingly, also include restrictions on the types, and the performance and other features within a given type, of SoCs and other ICs, along with the optical lithography and other equipment used to fabricate advanced chips. AMD, Intel and NVIDIA, for example, are all export-constrained as to which host processors, GPUs, and AI accelerators, and at what clock speeds, can be shipped to Chinese customers both directly and via intermediaries (NVIDIA in particular appears to have plenty of other customers for its AI-tailored chips and seemingly hasn’t ended up with oversupply). The sanctions have seemingly had at least some effect, at least in the near term, although visionary Chinese firms reportedly stockpiled supplies in advance, anticipating the rules’ unveil. The long-term impact, on the other hand, is less clear.

Ongoing GPU high prices and availability limitations

And speaking of NVIDIA…a year ago, in discussing the forecasted easing of prior pandemic supply chain- and consumer demand-induced semiconductor product constraints, I wrote:

The downturn of the bitcoin mining market has enabled the graphics processor segment (another high-volume consumer of wafers and other fab, test and packaging facilities and resources) to regain some semblance of normalcy, a situation which I suspect will extend into the new year.

I was right…at least sorta…but only for the initial part of the year. Let’s review. Beginning with the emergence of COVID in 2020 and extending into 2022, it was nearly impossible to obtain a board based on a modern graphics processor except at ridiculous markups. Why? Several primary factors:

  • Pandemic lockdowns, coupled with widespread workers’ illnesses and deaths, crippled supply chains starting from IC fabs all the way to retailer warehouses.
  • Consumers that had previously inhabited office cubicles during the week instead found themselves sitting on Zoom calls all day. And because they weren’t wasting off-hours time round-trip commuting to the office every day (among other factors), they ended up with spare time on their hands that they filled with (among other things) gaming.
  • And many of them also delved into speculative bitcoin trading, which was particularly lucrative (at least in places where utility bills were reasonable) if they also did GPU-accelerated bitcoin “mining”.

Unfortunately, the situation as we exit 2023 is eerily reminiscent of recent-past GPU constraints, although the defining factors are different. Folks are increasingly back in the office. And bitcoin trading has fallen out of favor. But AI, as I wrote about earlier, is exploding. GPUs, being massively parallel processing architectures, are well suited for accelerating both deep learning training and inference operations. And AMD and NVIDIA, the leading two GPU suppliers, are both foundry-based from a fabrication standpoint. If you’re them, and you’ve got limited foundry supply at your disposal, what would you prefer to leverage it for: highly profitable AI accelerators or less profitable graphics chips? Exactly.

There’s a specific reason for my showcase of an Intel graphics board in this section, by the way. Here’s the second half of the year-ago paragraph I quoted earlier in the section:

Intel seems to finally be getting its manufacturing house in order, albeit after a multi-year flailing-about delay, which should stabilize (and maximize) yields out of its existing fab network, both for itself and its fledgling foundry services aspirations.

Intel, unlike both AMD and NVIDIA, has less constrained, captive fab capacity available to it. And, although the company’s 2022 foray into bitcoin ICs didn’t pan out, with Intel unceremoniously dumping them a year later (to clarify: the Blockscale ASICs were general-purpose hashing acceleration chips, not bitcoin-specific, although other blockchain-related apps apparently didn’t deliver the demand volumes necessary to rationalize ongoing investment), the company’s re-engagement with discrete graphics has been notably more successful. For the moment, at least, Intel’s products don’t target the high end of the graphics market, but that’s the only segment that AMD and NVIDIA are currently meaningfully active in, anyway. For entry-level and mainstream markets, on the other hand, Intel’s increasingly the only game (pun intended) in town. I’m curious to see how Intel’s pragmatic strategy plays out in 2024 and beyond.

The enduring popularity of HDDs

A couple of weeks ago, Western Digital released two 24 TByte HDD product tiers, with 28 TByte successor versions nipping at their heels. Seagate and other remaining HDD suppliers are making similar capacity-boosting moves. What’s going on? Wouldn’t SSDs’ superior random access performance and lower power consumption (after all, they don’t contain rapidly spinning motors and platters and rapidly oscillating read/write heads), along with steadily decreasing cost/bit metrics, sooner-or-later ensure HDD precursors’ inevitable complete demise?

Maybe that’s what you thought, but I never did, and I’ve got the longstanding documentation to prove it ;-). HDDs have also exhibited steadily decreasing cost/bit metrics over the years. And although they may start out at a higher fixed cost than an SSD, due to the aforementioned motors, platters, read/write arms and heads, and such, beyond a particular aggregate capacity point their total cost ends up being less than that of the SSD alternative (not to mention lower in the total unit volume required to implement that capacity). And regarding power and energy consumption, to quote my favorite engineer-lingo line, “it depends”.

“Cloud” and other enterprise storage is perhaps obviously the dominant driver of HDD demand nowadays, therefore the recently announced WD products’ feature set tailoring. But plenty of consumer NASs (such as the two whirring away downstairs as I type these words) and direct-attached storage devices remain HDD-based, too. And in all these usage scenarios, a higher-performance, lower-capacity flash memory “buffer” may also be included ahead of the rotating media, implementing a “hybrid” architecture. Face it; at the end of the day, we’re all digital (and otherwise) packrats. And HDDs will long have a place in satisfying our accumulated-data needs.

Autonomous vehicle setbacks

Last but definitely not least is the fairly recent story of Cruise’s near-widespread success but rapid demise (near-term, at least) in California, and what it means for the autonomous robotaxi and broader self-driving vehicle market going forward. Let’s review:

Cruise subsequently lost its robotaxi permit in Los Angeles too, then paused all driverless robotaxi operations to ‘rebuild public trust’. Production of the next-generation Origin robotaxi was abruptly halted. Introduced in January 2023, the steering wheel-less Origin had been claimed “just days away” from receiving the necessary regulatory approval only a few weeks before the San Francisco crash, and Cruise had already assembled a several-hundred-vehicle Origin fleet in anticipation. Pending testing of wheelchair-compatible robotaxis was also halted.

All of Cruise’s vehicles in the field were recalled for software and other updates in early November, and employee layoffs and stock program suspensions predictably followed, along with the resignation of the founder (and with acquiring company GM’s executives taking over). Near-term spending by GM has also been dramatically slashed.

Sounds dire for autonomous vehicles generally, and Cruise specifically, right? Maybe…or maybe not. Waymo, for example, has seemingly come out of its competitor’s troubles comparatively unscathed, at least for now. While Cruise likely flew too fast and close to the sun for its own near-term good, humans’ memories are notoriously short-term. Autonomous vehicles, particularly robotaxis and long-haul trucks, do have compelling benefits and, in these two particular cases (and others), operate in comparatively closed-route and other implementation robustness-beneficial scenarios. And while I’m pretty confident that a human (vs autonomous) driver would quickly stop if he or she sensed another person trapped under a vehicle, people more generally hit other people all the time. I’m not trying to be crass here, just pragmatic; echoing a point I’ve made before, at least some of former Cruise CEO Kyle Vogt’s early-September rant about autonomous vehicles unfairly being held to a different (specifically far more stringent) standard than traditional human-navigated vehicles rings true to me.

Coda

As was the case last year (and plenty of other times before, negatively impacting poor Aalyia’s workload), I’m nearing 3,000 words, with more things that I wanted to write about than I had a reasonable wordcount budget to do so. I’m once again therefore going to restrain myself and wrap up, saving the additional topics (as well as updates on the ones I’ve explored here) for dedicated blog posts to come in the coming year(s). Let me know your thoughts on my top-topic selections, as well as what your list would have looked like, in the comments!

Brian Dipert is the Editor-in-Chief of the Edge AI and Vision Alliance, and a Senior Analyst at BDTI and Editor-in-Chief of InsideDSP, the company’s online newsletter.

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