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| Smartphone camera module shipments will increase to 5.02 billion units in 2022 |
5/26/2022 |
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The three-camera module remains the mainstream design this year and is forecast to account for more than 40% of total shipments. Only some smartphone models will adopt a four-camera design to differentiate their specifications, while the number of products with dual-cameras or less will fall, with entry-level models being the primary candidates.
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| Top 3 DRAM suppliers hold 94% of the market |
5/25/2022 |
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The three largest suppliers—Samsung, SK Hynix, and Micron—collectively held 94% DRAM market share in 2021 . South Korea-based Samsung and SK Hynix accounted for 71.3% of the world’s DRAM sales last year.
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| Broadcom is getting ready to acquire VMware |
5/24/2022 |
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Some material terms still need to be finalized, and a deal could fall through, Faber said on CNBC’s “Squawk on the Street.” It would be a cash-and-stock offer if it materializes, according to sources familiar with the deal. Michael Dell owns about 40% of VMware.
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| COMPUTEX kicks off with a Bang |
5/24/2022 |
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The global press conference held at the Taipei Nangang Exhibition Center today opened with the theme “Digital Resilience for the Global ICT Industry.”
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| Industry turns to AI amid talent shortage |
5/23/2022 |
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“Global AI Adoption Index 2022,” conducted by Morning Consult on behalf of IBM, reveal this growth was due to companies recognizing the value of AI as they emerged from the challenges of the COVID-19 pandemic and invested in their digital transformation, while dealing with talent and skills shortages. In fact, the study shows that AI adoption was up 4 percentage points compared with 2021.
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| Micron disclosed outlook and pricing strategy |
5/23/2022 |
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Micron Technology execs discussed the company’s momentum at last week’s day of investor updates, unveiling plans to ramp up manufacturing of its sixth–generation 232–layer flash by the end 2022, among other updates.
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| Nidec to set Semiconductor Solutions Center in Kanagawa, Japan |
5/20/2022 |
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Nidec Semiconductor Solutions Center will build a strategic partnership with suppliers and a sustainable supply chain of semiconductors that is capable of responding to all risks, to secure a stable production and delivery of the company’s products.
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| Supply chain shortage Make GPU prices to go up |
5/20/2022 |
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GPU prices have been fluctuating significantly since the second half of last year. We have even seen GPUs listed on third–party sites for well over MSRP. Is inflation to blame for the high cost of GPUs?
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| Foxconn to plan new 300mm wafer fab in Malaysia |
5/19/2022 |
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Malaysia’s Dagang NeXchange Berhad (DNex) announced on Tuesday (May 17) it had signed a memorandum of understanding (MOU) with Foxconn’s fully owned subsidiary Big Innovation Holding Limited (BIH) to set up a joint venture to build a 12-inch wafer plant, according to CNA. The facility is expected to produce 28 and 40-nanometer chips and have a monthly production capacity of 40,000 wafers.
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| Quadric and MegaChips Corp. have formed partnership to deliver ASIC and SoC IP's |
5/19/2022 |
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MegaChips announced an equity stake in Quadric in January 2022 and is also a major investor in a $21 million Series B funding round announced in March through their MegaChips LSI USA Corp. subsidiary. The round aims to help Quadric release the next version of its processor architecture, improve the performance and breadth of the Quadric software development kit (SDK), and roll out IP products to be integrated in MegaChips’ ASICs and SoCs
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| SEMICON China 2022 cancelled |
5/18/2022 |
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SEMI has cancelled SEMICON China 2022, originally scheduled for June 15-17 at the National Exhibition and Convention Center (NECC) in Shanghai, due to the ongoing COVID-19 pandemic and related government control measures in the region.
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| Startup Axelera Unveils AI Test Chip |
5/18/2022 |
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AI chip startup Axelera has tested and validated a chip as a test vehicle for its Thetis digital in–memory compute core. The company’s tests show the 12–nm chip can achieve 39.3 TOPS with a power efficiency of 14.1 TOPS/W in an area of 9mm2.
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