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quantum computing

Companies around the world are increasingly turning to mergers and acquisitions, research and development, and corporate venture capital (CVC) investment to sustain growth. For many years, global semiconductor companies including Intel, Qualcomm and Samsung have been active CVC investors. However, the economic fallout from the COVID-19 pandemic has forced many venture capital (VC) and CVC investors to rethink their investment strategies as they look to an uncertain future. To help provide SEMI members with the latest market trend information, SEMI Taiwan held the webinar Challenges and Opportunities in Corporate Venturing during the Global Pandemic Crisis on April 28th. Featured speaker James Mawson, founder and editor in chief of Global Corporate Venturing, provided an analysis of the pandemic’s impact on deal flow, capital movement, sentiment and strategies among CVCs. CVC takes larger role in past decadeCorporations have been increasingly active direct and indirect venture investors over the past decade. From 2011-2019, more than US$1.3 trillion of venture capital was invested globally, with corporations accounting for more than half that total, according to data from Pitchbook/GCV Analytics.Semiconductor companies that have been active in corporate venturing include Intel, Samsung, Nvidia, ARM, AMD, SK Hynix, Broadcom and Qualcomm. Pure-play semiconductor and chip companies tend to make few investments in their start-up counterparts because sector saturation of powerful incumbents leaves little opportunity for growth, James said. “While it is hard to find entrepreneurs wanting to be engaged in pure play S C, once they do, they can be very valuable and often be able to bring disruptive forces to the whole ecosystem,” James said.S C corporate investors focus on chip applicationsSemiconductor companies looking beyond pure-play S C start-ups for investment opportunities often target applications or developers that require the additional data, processing power, and memory their chips provide. “There is lots of interest by the big chip companies such as Intel, Qualcomm, and Samsung in developing some of those chip applications, getting them used more and creating a whole ecosystem,” James said.For example, Intel Capital, based on its data-centric theme, has focused on areas like autonomous vehicles, data centers and artificial intelligence (AI) because of the sheer amount of data and processing power they require. In another notable trend, non-traditional S C players such as Apple and Alibaba are leveraging investments in start-ups to develop their own chips for competitive advantage, James said.March deal flow down 20% With COVID-19 slowing the global economy, James expects semiconductor and chip companies to scale back direct investments this year due to rising pressure on their balance sheets. Deal flow in March was down roughly 20% from February.James is hopeful corporates will focus on investing in innovation over the long term rather than target share buybacks to boost near-term earnings. James pointed out that investors can uncover opportunities by identifying future problems to be solved in areas such as quantum computing, biotech, energy, healthcare, communications and ICT. Still, in the near term, where there is a crisis, there is opportunity. While the pandemic hit some sectors hard, it benefits start-ups in industries including gaming, education and telemedicine. This time is different?James said corporates need to rethink the investment model they want to follow. One option is the approach taken by General Electric, which divested its investment team and sold all its portfolio companies last year. Another is to focus on the long term. For example, Intel Capital has been dedicated to investments in innovation for nearly 30 years and continues to invest during downturns.Compared with the internet bubble and global financial crisis, today there are more experienced and mature CVCs that better know how to negotiate a crisis. James also pointed out investors are interested in backing CVCs with sector investing experience. There are now more than 600 CVCs with a 10-year-plus track record.James expects a variety of funding models to emerge over the next decade as pressure on corporate balance sheets encourages corporate investors to consider models that allow third-party capital to effectively leverage their CVC units. Corporate investors are also open to other ways to efficiently deliver financial returns.For more information about the SEMI Taiwan Corporate Growth and Innovation Community, please contact Irene Lin at [email protected]. For GCV’s latest news and event, visit its website.Jo-Ann Su is senior director of the Corporate Growth and Innovation Community at SEMI Taiwan.
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Back in February of this year, we launched SEMI Works™, a landmark SEMI program designed to grow and sustain the electronics industry talent pipeline from the ground up. But it was much more than a program launch. The introduction was a resounding statement of our passionate commitment to workforce development and its incontrovertible importance to the future of the microelectronics industry. No one’s passion for workforce development burns brighter than SEMI CEO Ajit Manocha’s. In April, he reiterated SEMI’s focus to make good on this commitment and laid out the broad outlines of SEMI Works. From the outset, our sights have been firmly fixed on execution. The National Science Foundation (NSF), a United States government agency that supports fundamental research and education in science and engineering, recently lent its support to SEMI Works with a $6 million investment to develop a scalable, sustainable apparatus to meet current and future talent requirements of the end-to-end electronics manufacturing industry. And more financial backing – this time from abroad – could well be in the offing. We are pressing ahead to develop the infrastructure to connect talent, industry and education providers at scale. We are expanding proven programs for exciting and engaging students in experiential learning opportunities at a young age. And we are paving the way to offer career and educational pathways through high school, college and adult and veteran training. Regional partners are essential to scaling these programs, and to date we have identified three regions for pilots to develop the infrastructure and business model that will be heartbeat of SEMI Works.Moore’s Law is losing steam, raising hard questions about the semiconductor industry’s ability to maintain its swift pace of innovation. The clarion call for chipmakers is to design ever smaller electronic circuits with higher processing power for devices with shrinking form factors. More computing muscle is crucial to advances in smart manufacturing, medtech, quantum computing, artificial intelligence (AI), 5G and the IoT – all technologies that generate and consume staggering amounts of data.Yet no obstacle to industry growth stands as tall as the brick wall of the talent shortage. A highly skilled workforce is essential to invention. As an industry, we’ll only be equal to the world’s greatest challenges by recruiting, training and retaining the best and brightest.At this critical juncture in what is the world’s most strategic industry, the public and private sectors must work collaboratively to leverage their collective strength to produce the talent required to power technology development today and well into the future.In 2020 SEMI will mark 50 years of facilitating collaborations to mint new technologies and markets. We are uniquely positioned, with our members, to lead what history may one day record as our most important effort to date, a push that could impact the world for decades to come. The industry needs a lasting solution to expand and sustain its talent pipeline. SEMI is taking decisive action with SEMI Works. Mike Russo is vice president of Global Industry Advocacy at SEMI.
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AI vs. energy. Quantum for everyone. Biofabrication of human organs on a mass scale. Slowing advancements from Moore’s law.In the midst of a market dip, optimism reigned as keynote and AI Design Forum speakers addressed both looming challenges and explosive market opportunities during July 9-10 presentations at SEMICON West 2019 in San Francisco. SEMICON West again proved to be a magnet for visionaries who laid out the path to electronics innovation over the coming years.“The current business environment demands that the industry looks ahead toward issues that need attention sooner, not later – especially since we are approaching a once-in-a-generation inflection point that has the potential to be a $10 trillion opportunity,” observed SEMI Americas president Dave Anderson.Market forecasts punctuate the point: The microelectronics supply chain is on the verge of what has the potential to be the longest-lived electronics era.“Inflection points like this are rare, but not unprecedented,” Anderson added, citing 2007 as the inflection of the growth curve from new technologies that led to last year’s historic high semiconductor sales.SEMICON West squarely focused on the future, with a number of industry leaders noting that chip, tool and materials makers need to look beyond their immediate suppliers and customers in developing strategic partnerships. Dr. Cliff Young, data scientist with the Google Brain Team, for one, invited semiconductor and equipment firms to explore chip codesigning opportunities with his Google.The recently formed Quantum Economic Development Consortium – and its 50 members including Boeing, Google and IBM – debuted roadmapping activities devoted to the pursuit of U.S. leadership in the rapidly emerging global quantum computing industry. IBM’s Jeff Welser showcased the IBM Q Computer model built upon decades of semiconductor industry advances. Markets that could see staggering leaps from a quantum computational capacity include automotive, medical, financial and energy. Today, anyone can dabble with the future quantum computing capabilities by connecting online with IBM’s 16-qubit quantum computer. Dr. Aart de Geus, chairman and co-CEO of Synopsys, suggested that software and other programming tends to develop more quickly if it is open sourced. He recommends an open source model that allows semiconductor and equipment companies to work together in the cloud to speed chip development.Nate Baxter, TEL development and production group general manager, advocated sharing big data with competitors in pre-competitive spaces to ensure data quality, improve measurement and solve problems faster. The key is security. “Yes, we can share data while protecting it,” he said. “We’re quickly seeing opportunities that we didn’t know existed.”Gary Dickerson, Applied Materials president and CEO, said that embedding artificial intelligence (AI) in chips will drive significant long-term industry growth by processing far more big data computations much faster than humans can.That is, if there is enough electricity. Almost invisibly, AI-enabled machines already are crunching massive amounts of data while gulping power in the process. As AI use rapidly expands, current power grids will be stressed as never before. Dickerson added that speed of innovation, societal acceptance, security and safety will guide how well and quickly AI is adopted. A potential hurdle, however, is sustainability. He warned power constraints could be “very high” and a “barrier to AI adoption if we don’t drive innovation” in substantially reducing the power draw of power-hungry AI chips.Of the five members of a venture capitalist panel, four agreed that Moore’s Law as we knew it is dead. The promising news is that the average age of a first-time mobile phone user is 10, more than 40 percent of the world population is now under 25 and about to wield considerable market influence, and 5G is on the cusp of helping connect trillions of devices. AMD CEO Lisa Su noted “there’s a tremendous amount of innovation yet to come” from microarchitectural advances, chiplets and die stacking, and heterogenous platforms.And there’s nothing more innovative – or intriguing – than regenerating human organs in mass volume. Legendary inventor Dean Kamen laid out his well-funded plans to biofabricate the viscera of human existence but warned of two crucial missing pieces – scale and talent. “I’m here at SEMICON West to beg for high-tech’s help in getting artificial human organs out of labs and ramped up for volume manufacturing and widespread distribution,” Kamen said during his keynote. “The basic science already exists, but researchers can’t bring it to scale like Silicon Valley can.”The talent Kamen needs to fulfill his dream will come from the pool of skilled workers the microelectronics industry is feverishly working to recruit to make good on its own ambitions. As if on cue, SEMI endorsed Kamen’s FIRST Global program, establishing a united effort to encourage young people worldwide to pursue engineering careers. “Together, we can better help provide a path to success for generations to come,” SEMI’s Anderson said.Scott Stevens, SEMI
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The Japan semiconductor manufacturing supply chain is a global semiconductor industry workhorse, producing about one third of world’s chip equipment and more than half of its semiconductor materials. In contributing the vast majority of these products, SEMI Japan member companies hold the high distinction of enabling continuous development of the worldwide semiconductor industry. Aptly, then, technology powerhouses IBM, Nissan Motors and Toshiba offered insights into the latest trends and innovations in computing and smart cars at the late-May SEMI Japan Members Days in Tokyo with 133 technologists from member companies in attendance. As the audience discovered, chip innovation never sleeps and, as futuristic as it can be, invariably gives rise to possibilities beyond the human imagination. That was the message of kickoff presentation “Computing Reimagined – AI/Quantum/IoT” – by Dr. Shintaro Yamamichi, Senior Manager, Science Technology at IBM Research-Tokyo. Dr. Yamamichi cited three examples of how semiconductors uncover new technology frontiers. Computational materials discovery, a novel methodology, is the application of theory and computation to unearthing new materials and the key to enabling an ongoing stream of semiconductor innovation. In particular, using cognitive technology to mine huge volumes of literature reveal new insights into materials that uncover even more functionality such as greater conductivity and heat resistance. With new materials the oxygen of ever more advanced semiconductor chip manufacturing, the semiconductor industry will surely benefit from this methodology. The opportunity to accelerate quantum computing innovation is now. Launched in May 2016, the IBM Quantum Experience gives students, researchers and general science enthusiasts hands-on access to IBM’s experimental cloud-enabled quantum computing platform. The online platform features a forum for discussing quantum computing topics, tutorials on how to program IBM Q devices, and other educational material about quantum computing. Dr. Yamamichi encouraged the audience to join the program. The world’s tiniest computer, unveiled by IBM at the company’s Think 2018 conference in Las Vegas, packs several hundred thousand transistors and, IBM claims, the equivalent power of a 1990s x86 chip into a package smaller than a grain of salt. The computer’s small form factor (less than 1mm x 1mm) and low manufacturing cost means it can be embedded in product price tags and packages as an anti-fraud device using blockchain technology. Vehicles need to be both electric and intelligent as countries become more populous and traffic density increases. More drivers extend average drive time, boost greenhouse emissions, devour precious energy resources and lead to more traffic congestion and accidents. Dr. Haruyoshi Kumura, fellow at Nissan Motor, highlighted these issues in stressing the importance of a new era of intelligent mobility. To mitigate these problems, Nissan is focusing on the electrification and intelligence of its vehicles: Nissan’s electric vehicle, Leaf, reduces accidents with electric intelligence systems such as e-Pedal, which uses an accelerator pedal only for both acceleration and deceleration, and ProPILOT Park, a feature that automatically parks the car by using multiple cameras and ultrasonic sonars to detect pedestrians and other objects around the vehicle. With more than 90 percent of traffic accidents caused by driver error, Nissan plans to introduce autonomous driving on multi-lane highways by the end of 2018 and on city streets by 2020. By 2022, the company plans to roll out full autonomous driving to reduce traffic accidents caused by inattentive drivers. For full autonomous driving to materialize, sensor fusion technology must incorporate a combination of technologies – radar systems, light detection and ranging (LiDAR) systems and cameras – to identify the shapes and locations of nearby moving objects and measure their speed. Sensed information is then processed by a 3D graphic analyzer to make electric throttle, braking and steering decisions. The outlook for automotive industry includes car sharing and more electrification – both insights from Yoshiki Hayakashi, general manager, automotive solution strategic planning division at Toshiba Electronic Devices Storage, who offered his perspectives on trends in Japan’s automotive industry and beyond. To meet the requirements of the COP21 Paris agreement, the global automotive industry is shifting to electrification. Toshiba estimates 60 percent of new cars will be electric vehicles by 2040 to meet the International Energy Agency’s global EV outlook. In Japan, autonomous driving or advanced driver assistance systems (ADAS) will be offered in certain areas by 2020, the year of the Tokyo Olympic games. Growth of these advanced driving systems hinges on infrastructure development. Supporting data centers, intelligent transport systems, vehicle-to-everything connections, and smart city are all necessary components. Car ownership will begin to cede ground to car sharing with technology elites such as Tesla, Apple and Google leading the way. To expand the car-sharing industry, new alliances will take shape between new and old-guard automotive companies and electronics manufacturing services (EMS) providers. Autonomous driving requires precise 3D renderings of actual roadways using sensors for route mapping. While sensor fusion must be deployed for these capabilities, LiDAR offers better sensing range and space resolution precision than ultrasonic sonars, radars, and cameras. The next SEMI Japan members day is scheduled for October 30 in Tokyo. SEMI holds similar events in most regions where SEMI and its members operate. For the members events in your region, contact the SEMI office nearest you. Yoichiro Ando is a marketing director in SEMI Japan.
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