Displaying posts in the categorySemiconductor Business
Semiconductor Business articles
SoC Design
The EU Cyber Resilience Act reaches down to integrated circuits. Article 3 covers hardware and software components placed on the market separately, and the Commission's July 2026 guidance names integrated circuits as an example. For chip suppliers this is a product law with CE marking, not a matter for the security team alone, and one part of it has been live since 11 September 2026. IP suppliers have a harder question, because neither the…
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Murugavel Ganesan
November 07, 2026
Special Reports
DRAM prices have roughly doubled in 2026, high bandwidth memory (HBM) for 2027 is largely sold out, and phone and PC makers are paying for it. The cause is simple to state: every AI accelerator ships with stacks of HBM, and HBM uses far more wafer capacity per bit than ordinary memory. When the three big memory makers point their fabs at AI, everyone else gets less. This post explains how HBM is built, why it squeezes the rest of the market, w…
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Murugavel Ganesan
November 03, 2026
Technology
The Semiconductor Hub (thesemiconhub.com) is a semiconductor knowledge and industry platform that brings market intelligence, product lifecycles, engineering and business tools, a company directory, careers, news and community into one connected place. It went live in a limited first phase on 20 October 2026. Its aim is to help engineers, product managers, founders and students see how technology, economics and the companies behind the silicon c…
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Murugavel Ganesan
October 26, 2026
Special Reports
India is often cited as having about 20% of the world's semiconductor design engineers. Until recently, almost none of them were designing chips for Indian companies. That is now changing, and fast. India's semiconductor moment is the shift from supplying design engineers to the world's chip companies to building Indian-owned chip products and the factories to make them. Government programmes (the India Semiconductor Mission and …
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Murugavel Ganesan
March 14, 2026
Semiconductor Business
In September 2025 Nvidia agreed to buy $5 billion of Intel common stock and to co-develop several generations of data centre and PC products with it. Intel will build custom x86 CPUs for Nvidia's AI platforms and x86 PC chips that integrate Nvidia RTX GPU chiplets, linked over Nvidia's NVLink. The deal gives Intel capital and a marquee partner, gives Nvidia a way into the x86 world it does not control, and puts pressure on AMD and on A…
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Murugavel Ganesan
September 22, 2025
Tutorials
A Product Requirements Document (PRD) for a semiconductor product states what the chip is, why it matters, who it serves and how success will be measured, without saying how it will be built. It is the document that supports the go/no-go decision before a team commits millions to design and tape-out, and it stays the reference point through architecture, design, verification and launch. A good PRD is short, grounded in data, solution-agnostic an…
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Murugavel Ganesan
July 11, 2025
