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Top 5 IC Equipment Makers’ Revenue Down 1% YoY in 2023 3/18/2024
Out of these five WFE vendors, ASML and Applied Materials managed to post YoY growth in 2023 while Lam Research, Tokyo Electron and KLA’s revenues declined by 25%, 22%, and 8% YoY, respectively. Strong DUV and EUV sales drove ASML to the top position in 2023.
3M appoints new CEO 3/18/2024
The manufacturing giant named former L3Harris Technologies CEO William Brown as its chief executive, effective May 1.
Samsung set to receive more than $6B in CHIPS Act funds for US expansion 3/18/2024
The money from the 2022 Chips and Science Act would be one of several major awards that the Commerce Department is expected to announce in coming weeks, including a grant of more than $5 billion to Samsung’s Asian rival, Taiwan Semiconductor Manufacturing Co.
Chipmakers focus on growing talent with apprenticeships 3/18/2024
Taiwan Semiconductor Manufacturing Co. and NXP Semiconductor are scaling up apprenticeship programs to fill the skills gap as more chip facilities are built in the US. The National Institute for Innovation and Technology, which is contracted by the Labor Department to expand apprenticeships in the semiconductor industry and related supply chain, is active in 22 states and is working on a national network of training providers.
Foxconn offers strong outlook for 2024 on surge in AI server demand 3/15/2024
"We see very strong demand for AI servers from our clients," Liu told an online earnings conference, adding that he expects the business to have revenue growth of more than 40% this year.
Imec working on 300mm process facility in Spain 3/15/2024
Imec is planning a facility in Malaga, Spain, for research and development of 300mm semiconductor processes. The facility would complement Imec's CMOS process line in Belgium.
Samsung rejects reports of its adoption of SK Hynix's tech 3/15/2024
Samsung employs a technology called non-conductive film (NCF) for its HBM chips, which Reuters said causes some production issues in producing its HBM3 chips.
Swisscom to buy Vodafone Italia for 8 billion euros 3/15/2024
Swisscom said it will buy Vodafone Italia for 8 billion euros and merge the business with its Italian subsidiary Fastweb. The deal will create Italy's second-biggest fixed-line broadband operator behind TIM, with a strong presence in the prized business segment.
Enterprise SSD revenues surged 47.6% in Q4 3/14/2024
Prices surged, lifting Q4 revenues by 47.6% compared with Q3 to $23.1 billion. SK Group (SK Hynix + Solidigm), Samsung Electronics and Micron Technology topped the sales ranking
AI chip race: Samsung reportedly turns to MUF tech 3/14/2024
Samsung Electronics is going to use the molded underfill chipmaking technique for its high bandwidth memory chips ad interest in generative AI heats up, sources say. Rival SK Hynix made the switch to mass reflow molded underfill to address production issues with non-conductive film.
Global Server Shipments Edge Higher by 2% in 2024 3/14/2024
Due to persistently high inflation and elevated corporate financing costs curtailing capital expenditures, overall demand has not yet returned to pre-pandemic growth levels.
rendForce forecasts a significant turning point for the LED lighting market in 2024 3/14/2024
As an estimated quantity of 5.8 billion LED lamps and luminaires reach the end of their lifespan. This milestone is set to trigger a substantial wave of secondary replacements, breathing new life into the market and boosting total LED lighting demand to an impressive 13.4 billion units.
Soaring SSD prices could hobble NAND flash industry with reduced demand, Phison CEO cautions 3/13/2024
Further NAND price hikes could seriously reduce demand Instead of allowing demand to outstrip supply, Pua says manufacturers should try and meet demand with increased production.
Hyundai developing auto chips on 5nm process 3/13/2024
Hyundai Motor is designing auto chips based on the 5-nanometer process for advanced driver assistance systems in software defined vehicles, according to one report. Hyundai is said to be working with design solution providers and is expected to collaborate with Samsung Electronics or Taiwan Semiconductor Manufacturing Co.
IFS’ Stuart Pann Sees Advanced Packaging as “On Ramp” to Growth 3/13/2024
He said that demand will be an “on ramp” to customers using more advanced packaging services and Intel’s latest 18A process node when it becomes commercially available next year.
ADI and BMW Group Partner on 10MB Ethernet for Automotive 3/13/2024
Automotive Ethernet connectivity is a key enabler of new, zonal architectures in automotive design and supports automotive megatrends such as software-defined vehicles. The BMW Group will be a leading original equipment manufacturer (OEM) to implement the technology, leveraging ADI’s E²B for their ambient lighting system design in the vehicles of the BMW Group in the future.
Nvidia CEO says AI could pass human tests in five years 3/12/2024
Huang said that the answer largely depends on how the goal is defined. If the definition is the ability to pass human tests, Huang said, artificial general intelligence (AGI) will arrive soon.
Singapore-based Silicon Box investing $3.5B in chip factory in Italy 3/12/2024
More broadly, Europe and the US are increasingly seeking to bolster national output of chips to reduce the reliance on Asian facilities and to avert the risk of supply shortages build a factory in the country.
Nordic Semiconductor Expands Cellular IoT Device Lineup 3/12/2024
The nRF9151 further enhances Nordic’s end-to-end cellular IoT solution, which encompasses hardware, software, tools, and nRF Cloud Services, providing advanced capabilities and seamless integration to significantly simplify the development process.
TI Commits to 100% Renewable Energy Worldwide by 2030 3/12/2024
Texas Instruments aims reach 100% use of renewable electricity in its worldwide .
Huawei, SMIC used US tech for 7nm chip 3/11/2024
Huawei Technologies and Semiconductor Manufacturing International Corp. reportedly used technology from US companies Applied Materials and Lam Research to make a 7-nanometer chip in 2023, sources say. Huawei's Mate 60 Pro was seen as a breakthrough as China looks to replace foreign components for semiconductors.
Micron works on workforce diversity as it enters N.Y. 3/11/2024
Micron Technology has pledged $100 billion to its upcoming chip fabrication plants in Central and Upstate New York. Fran Dillard, chief diversity inclusion officer at Micron, says the company is working on its workforce diversity strategy and hopes to see more women joining the industry.
Corning to build $900M solar component facility in Michigan 3/11/2024
The Solar Technology plant will create over 1,100 jobs in Richland Township.
Rivian halts construction on $5B Georgia EV facility 3/11/2024
The electric vehicle maker plans to produce its R2 model at its Illinois facility instead, starting in the first half of 2026.
SK Hynix looks to solidify HBM market lead with $1B investment 3/8/2024
Lee Kang-Wook, a former Samsung Electronics Co. engineer who now heads up packaging development at SK Hynix. Innovation with that process is at the heart of HBM’s advantage as the most sought-after AI memory, and further advances will be key to reducing power consumption, driving performance and cementing the company’s lead in the HBM market.
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