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| Kioxia to refinance $14B with eye on WD merger |
9/22/2023 |
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Chip memory company Kioxia is reportedly working with lenders to refinance $14 billion in loans to fund a possible merger with Western Digital, sources say. The merger deal, which is still in the discussion stage, would give Western Digital 50.5% stake in the combined company.
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| Samsung, TSMC boost carbon neutrality efforts |
9/22/2023 |
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Samsung Electronics and Taiwan Semiconductor Manufacturing Co. are ramping up efforts to cut carbon emissions and transition to renewable energy. TSMC has advanced its RE100 commitment by 10 years, with plans to complete its move to renewable sources by 2040, while Samsung has pledged to reach carbon neutrality by 2050.
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| Worldwide 200mm fab capacity to jump 14% by 2026 to record high |
9/21/2023 |
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Power and compound semiconductors, which are vital for the consumer, automotive and industrial sectors, are the biggest drivers of 200mm investment. The development of powertrain inverters and charging stations for electric vehicles (EV) in particular is expected to fuel increases in global 200mm wafer capacity as EV adoption continues to rise.
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| TSMC in talks to add chip packaging capacity in Ariz. |
9/20/2023 |
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Taiwan Semiconductor Manufacturing Co. is discussing additional investments and advanced chip packaging capacity in Arizona, where the company already has committed to two fabs. Separately, TSM says it is on track with its 2-nanometer process project in Hsinchu, Taiwan.
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| Vietnam’s Thriving Chip Industry Fuels Economic Resilience |
9/20/2023 |
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Vietnam’s semiconductor sector is poised for growth as Samsung invested $3.3 billion (August 2022) and Intel considers a $1 billion increase in its $1.5 billion chip production investment (February 2023). Amid the supply chain disruptions and trade conflicts, Vietnam aims to be a key player in the semiconductor industry.
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| Micron expanding its chip investments in India |
9/19/2023 |
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Micron intends to build several semiconductor assembly and packaging units in India in addition to its proposed fabrication unit, minister of state for electronics and information technology Rajeev Chandrasekhar said, as the US-based company takes a long-term view of the country as a market and manufacturing destination for semiconductors.
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| Arm looks to custom SoC for profitability |
9/19/2023 |
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Arm is considering moving beyond IP licensing to custom system-on-chip solutions to drive profits following its initial public offering, sources say. Arm has already seen its share value dip since its debut on the Nasdaq.
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| Huawei exec urges use of China's homegrown chips |
9/19/2023 |
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Huawei Chairman Xu Zhijun is reportedly pushing for the use of chips produced in China despite lags in quality, saying, "If we don't use them, this gap will always be a gap, and lagging behind will always be lagging behind." The company's Mate 60 Pro smartphones include Kirin 9000s system-on-chip made in China.
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| House Republicans Demand Full Huawei Sanctions After Chip Breakthrough |
9/18/2023 |
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Republican lawmakers are pressing the Biden administration to completely cut off Huawei Technologies Co. and Semiconductor Manufacturing International Corp. from their American suppliers after Huawei launched a new phone using highly advanced technology the US has been trying to keep out of China’s hands.
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| Chip industry to faces overcapacity |
9/15/2023 |
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Future Horizons CEO Malcolm Penn says the semiconductor industry is deep in "Pig Cycle economics," with overcapacity glutting the market. Capital expenditures in the first quarter hit a record high, and Penn notes, "If it all goes into capacity, the industry will choke on it. It is just not possible for the industry to absorb it all.
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