Friday, November 26, 2021

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Industry News
In the global chip shortage substrate suppliers plays important role 9/8/2021
Some industry specialists said they could remain in short supply for years. That has made sourcing the products a priority for chip companies including Intel Corp., Nvidia Corp. and Advanced Micro Devices Inc. and given new clout to the unheralded companies that specialize in making them.
Most Big Techs are to design their own custom chips 9/8/2021
Apple, Amazon, Facebook, Tesla and Baidu are all shunning established chip firms and bringing certain aspects of chip development in-house, according to company announcements and media reports. “Increasingly, these companies want custom-made chips fitting their applications’ specific requirements rather than use the same generic chips as their competitors,” Syed Alam, global semiconductor lead at Accenture
Chips to account for 20% of BOM on your vehicle by 2030 9/8/2021
Intel CEO Pat Gelsinger predicted that semiconductors will account for more than 20% of the total premium vehicle bill of materials (BOM) by 2030. That represents a staggering 5x growth rate over 2019’s 4% figure. This comes amid increasing demand for semiconductors generally.
UMC and Chipbond Technology to establish long term alliance 9/7/2021
Chipbond’s operations mainly focus on panel driver IC assembly and testing, flip chip bumping, and wafer level chip scale packages (WLCSP).
Japan's trade ministry supports Western Digital's bid to merge with memory chipmaker Kioxia 9/7/2021
The tie-up could give Japan greater leverage in geopolitical rivalries increasingly dominated by technology, including over shortages of chips. It could also help Japan forge deeper semiconductor industry ties with its U.S. ally, a commitment that President Joe Biden and Prime Minister Suga made in April.
Nvidia stock popped up 15% during August 9/7/2021
This robust performance can be attributed to the graphics chip specialist's release of strong second-quarter results and continued investor enthusiasm about its long-term growth potential.
Toshiba: Chip supply won't meet demand for a year 9/7/2021
Toshiba Corp. said it won’t be able to meet demand for power-regulating chips for another year and, in certain cases, through the end of 2022, offering a fresh warning for makers of cars, consumer electronics and industrial machines.
MicroEJ, joining NXP to offer a wearable platform 9/3/2021
NXP’s i.MX RT500 crossover MCU, coupled with MICROEJ VEE platform, offers an integrated solution for low-power management and small footprint while providing uncompromised performance.
Taiwan received first batch of BioNTech COVID-19 vaccine negotiated through Foxconn 9/3/2021
A cargo flight from Luxembourg carrying the vaccines landed at Taiwan's main international airport at Taoyuan, outside of Taipei, at 7 a.m. (2300 GMT), and was met on the tarmac by Health Minister Chen Shih-chung and Sophie Chang, the TSMC Charity Foundation's chairwoman and Gou's cousin.
Western Digital adds flash smart to enhance its hard drive 9/3/2021
The company’s OptiNAND is a new drive architecture that uses NAND flash to enhance the traditional hard disk drive (HDD) by embedding it with an iNAND embedded flash drive (EFD).
Xiaomi, the Chinese smartphone company, wants to get into EV 9/3/2021
Xiaomi EV Inc., Xiaomi Corp.’s electric vehicle (EV) arm, has completed its business registration with a registered capital of RMB10 billion. Lei Jun, Founder, Chairman and CEO of Xiaomi, is the legal representative of Xiaomi EV. This marks a key milestone of the much anticipated smart EV initiative, which has officially entered a substantial development phase.
Weebit Nano extends development partnership with CEA-Leti 9/2/2021
Weebit Nano, a developer of next-generation memory technologies, has expanded its ongoing strategic development partnership with CEA-Leti, the French research institute, as it looks to further enhance its ReRAM technologies and support its commercialisation efforts.
IBM's Supercomputer to run two new research projects to boost the production of cleaner power 9/2/2021
Last month, the US Department of Energy (DoE), which hosts Summit in Oak Ridge National Laboratory, awarded a total of over seven million node hours on the supercomputer to 20 research teams, two of which belong to GE Research.
Skywater to fabricate Holographic Optical Beam Steering (HOBS) chips for DARPA 9/2/2021
In partnership with DARPA, Carillon is onshoring HOBS technology, standing up a complete design, manufacturing, packaging and test supply chain in the United States so the technology can be rapidly, reliably and securely manufactured for commercial, space, and national security applications.
Google reports to be designing its own processor for ChromeBook and Pixel 9/2/2021
It plans to roll out the CPUs for laptops and tablets, which run on the company's Chrome operating system, in around 2023. Google is also ramping up its efforts to build mobile processors for its Pixel smartphones and other devices after announcing it will use in-house processor chips for the first time in its upcoming Pixel 6 series.
Emerging memories can be a $44 billion business 9/1/2021
Over time, emerging memories are to create new markets of their own, and that’s there’s a great deal of competitive advantage to be gained for participating in the market—not just for memory makers and foundries, but also designers and users of SoCs who are already incorporating these new non-volatile memories into their designs to achieve much more competitive power consumption and system responsiveness.
Macronix'ts ArmorFlash MX75 series NOR Flash is now PSA Certified 9/1/2021
Macronix said that achieving the PSA certification would ensure that designers had high degrees of security when selecting ArmorFlash MX75 memories for demanding applications such as Internet of Things (IoT) and other systems requiring robust data security.
DRAM Expected to Decline by 0-5% in 4Q21 9/1/2021
Demand for PC DRAM in the spot market began to show signs of bearish movement in early July ahead of time, as DRAM suppliers continued to lower prices in order to adjust their DRAM inventories.
TSMC keeps the throne in foundry services 9/1/2021
For TSMC, revenue during the second quarter reached US$13.3 billion, a rise of 3.1 percent from the first quarter.
U.S. officials allow Huawei to buy chips 8/31/2021
In recent weeks and months, people familiar with the application process told Reuters the U.S. has granted licenses authorizing suppliers to sell chips to Huawei for such vehicle components as video screens and sensors.
3D-printed solid-state battery to go on a pilot production 8/31/2021
Sakuú Corp. said the battery will be up to 50% smaller and 30% lighter than lithium-ion batteries, and will be less expensive to produce at scale. Currently, the battery has a capacity of 3 Amp hours.
MOSFET market to reach $9.4 billion by 2026 8/31/2021
Automotive, including EV, will boost the demand for silicon power MOSFETs due to increasing adoption of auxiliary systems and electrification.
Samsung to challenge possible Western Digital/Kioxia merger 8/31/2021
Analysts are questioning whether Kioxia's investors will accept the price and terms of the reported $20 billion all-stock offer from Western Digital, which would provide no cash to the Japanese firm and put a lower value on it than other comparable deals in the industry.
Qualcomm Technologies Inc. and ZTE demonstrated 5G mmWave rollout test in China 8/30/2021
This marks the first connection in China using 5G NR standalone Dual-Connectivity (NR-DC, or FR1+FR2 DC) with one 200MHz carrier in the 26GHz (n258) mmWave band, along with one 100MHz carrier in the 3.5GHz (n78) band, achieving a peak downlink speed of over 2.43Gbps using a single device.
Work-at-Home continue to push PC sales ahead 8/30/2021
According to figures released this week by market analyst Canalys, the U.S. PC market grew a healthy 16.6 percent on an annual basis during the second quarter. Shipments of desktops, notebooks, tablets and workstations topped 36.8 million units.
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