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Apple is developing its own AI chip for data centers |
5/8/2024 |
A report in The Wall Street Journal says Apple is working on an AI chip for data centers in a project codenamed Project ACDC, or Apple Chips in Data Center. Apple's server chip would likely focus on AI model inference and not training models, the report said
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2nm competition is heating up |
5/7/2024 |
TSMC to start high volume production on its N2 process using GAA transistors this year, and that production on its N2P process using both GAA and backside power delivery (BSD) – would start in 2026.
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Qualcomm chief outlines moves beyond smartphone chips |
5/6/2024 |
Qualcomm CEO Cristiano Amon says the company is seeing growth in automotive and demand for AI-powered devices as it continues its diversification. Amon pointed to the upcoming Snapdragon Elite X chips in Microsoft Windows.
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Silicon carbide brings performance, efficiency to EV sector |
5/3/2024 |
Silicon carbide is being labeled as the next big thing in electric vehicles. SiC offers rapid-charging solutions, power conversion efficiency and overall performance. It also provides versatility and scalability in high-temperature, high-power applications.
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SK Hynix nearly sold out of HBM chips for 2025 |
5/3/2024 |
SK Hynix reports booming sales for its high-bandwidth memory chips on AI demand and has nearly sold out its production capacity for next year. The company plans to sample its 12-layer HBM3E this month and begin mass production in the third quarter.
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NXP sees industrial demand lifting Q2 profit |
5/1/2024 |
NXP Semiconductors is forecasting its second-quarter profit to beat estimates on industrial demand. NXP's largest revenue share -- automotive -- is beginning to see inventory buildup.
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2nm competition is heating up |
4/30/2024 |
Taiwan Semiconductor Manufacturing Co., Intel and Samsung Electronics are at various stages of production on 2-nanometer processes. TSMC is ramping up production of its N2 this year with N2P planned for 2026; Intel's 18A is set for production in 2025; and Samsung has a foundry contract with a Japanese AI startup for its 2nm process.
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SK Innovation losses continue for battery unit |
4/30/2024 |
SK Innovation is slowing its battery investments after its battery unit SK On saw a $241 million operating loss in the first quarter. SK On Chief Financial Officer Kim Kyunghun says electric vehicle launches in North America are expected to drive market improvements.
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Global PC Market Back in Black in 1Q 2024 |
4/30/2024 |
Global PC shipments grew by around 3% year-on-year (YoY) in the first quarter (1Q 2024) after eight consecutive quarters of declines due to demand slowdown and inventory correction,
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