Chip Design
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India’s $18 Billion Chip Bet: What’s at Stake
India aims to become a key player in the global semiconductor industry through its “Semiconductor Mission,” approving multiple projects with billions in investment. The plan focuses on building a comprehensive domestic supply chain, attracting fabrication, testing, and packaging facilities. While India possesses a large pool of engineering talent, experts caution that inconsistent progress and insufficient investment, compounded with challenges related to infrastructure, talent retention, and IP protections, may hinder the realization of its ambition. The country needs a dynamic ecosystem beyond just incentives to attract and retain major investments.
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US Lifts EDA Ban on China, Siemens Resumes Supply
Siemens has lifted export restrictions on its chip design software to mainland China, resuming full services after recent US government directives. This follows earlier notifications for EDA software providers to halt services. The move impacts the global EDA market, dominated by US firms, while China continues to develop its domestic solutions.
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Xiaomi Investor Conference Leaks: Hardware Net Profit Margin at 5% Target, YU7 at ¥235,900 Unlikely, Automotive Chip Details Disclosed
Xiaomi’s founder, Lei Jun, revealed strategic updates, hinting at a transformed approach to the EV market. The YU7 model’s pricing deviates from initial speculations. Xiaomi aims for automotive division profitability as early as Q3/Q4, driven by technological innovation. The company invests heavily in AD and chip design to boost competitiveness. Robotics are also making progress, while Xiaomi maintains a 5% profit margin on hardware, signaling disruption in the competitive landscape.
