Saturday, June 15, 2024

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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.
JEDEC publishes GDDR7 graphics memory standard 3/8/2024
JEDEC has published memory standard specifications for the GDDR7, which is expected to see a major boost in bandwidth over previous generations. Nvidia's Blackwell and Advanced Micro Devices' RDNA 4 are likely to use GDDR7 in upcoming releases.
Huawei, Amazon sign patent-licensing deal, end litigation 3/8/2024
The Chinese firm had ended lawsuits brought against Amazon in Germany over patented technology related to wifi and video playback.
Toyota to buy EV battery company, ending venture with Panasonic 3/8/2024
The automaker expects Primearth EV Energy Co. to help it respond to changes in demand for electrified vehicles.
Dutch government seeks to keep ASML at home 3/7/2024
The Dutch government is said to be in talks with semiconductor equipment maker ASML to keep the company in the Netherlands, according to a report.
AI chipsets to top 1.8B shipments by 2030 3/7/2024
Shipments of AI chipsets are expected to grow to more than 1.8 billion by the end of the decade, spurred by generative AI demand, according to ABI Research. Heterogeneous AI chipsets will be needed as AI applications move to devices and away from the cloud, says ABI analyst Paul Schell.
Intel Foundry Roadmap Features Wider Ecosystem Approach 3/7/2024
Intel Foundry highlights ambitious plans to develop the technologies necessary for the fast-evolving AI compute landscape.
How much energy will new semiconductor factories burn through in the US? 3/7/2024
New semiconductor factories being built in the US by four of the biggest manufacturers — Intel, TSMC, Samsung, and Micron — could use more than twice as much electricity as the city of Seattle once they’re operational.
Intel spinning off FPGA company Altera 3/6/2024
Intel has spun off its field-programmable gate array company, Altera, which will operate independently while maintaining a strategic collaboration with Intel. Altera plans to focus on FPGA solutions for traditional sectors plus AI, cloud and edge computing.
Global Chip Sales Up 15% YoY in January 3/6/2024
Global semiconductor industry sales totaled $47.6 billion during the month of January 2024, an increase of 15.2% compared to the January 2023 total of $41.3 billion, but a decrease of 2.1% from the December 2023 total of $48.7 billion.
Molex Gearing Up for Growth in Automotive, Medical Markets 3/6/2024
Connectors maker Molex is preparing for strong growth in automotive, medical and cloud computing markets.
Scout Motors breaks ground on $2B EV plant after environmental delays 3/6/2024
The automotive company plans to finish its South Carolina facility in 2026 after pausing construction in the fall of 2023.
Global semiconductor revenue to top US$600 billion in 2024 3/5/2024
Looking ahead to 2024, driven by demand for AI application chips and memory, global semiconductor revenue is expected to reach US$600 billion, a 17% increase that will resume growth, according to DIGITIMES Research.
US can house complete chip supply chain 3/5/2024
Commerce Secretary Gina Raimondo says the US is aiming to manufacture one-fifth of the global advanced logic chips by 2030. The US "can become the home to the entire silicon supply chain for the production of these leading-edge chips -- from polysilicon production to wafer manufacturing to fabrication to advanced packaging,"
Corning to build $900M solar component facility in Michigan 3/5/2024
The Solar Technology plant will create over 1,100 jobs in Richland Township.
Microsoft is Intel’s newest chip foundry customer 3/5/2024
The semiconductor maker is pushing to build out its advanced chip infrastructure as it finalizes its CHIPS and Science Act funding.
Bernreuter: Polysilicon shipments into China were down 28.5% last year 3/4/2024
According to the head of Bernreuter Research, Johannes Bernreuter, the decline comes as leading non-Chinese polysilicon manufacturers Wacker, Hemlock Semiconductor, and OCI Malaysia increasingly shift their shipments from China to Vietnam, which is where three of the four largest Chinese PV module suppliers have set up wafer plants.
Subsidies, demand help SMIC shake off US sanctions 3/4/2024
US sanctions have had little effect on Semiconductor Manufacturing International Corp. as China's largest foundry estimates a 2% quarter-over-quarter revenue increase in Q1. Supported by government policies and demand from Huawei, SMIC is augmenting its 12-inch wafer production lines to feed Huawei's 7-nanometer chips and the upcoming 5nm models.
Apple has big plans in AI arena 3/4/2024
CEO Tim Cook has indicated the company is shifting resources to focus on generative AI, promising to "break new ground" and "unlock transformative opportunities for our users." Cook recently told shareholders that "every Mac powered by Apple silicon is an extraordinarily capable AI machine.
SK Siltron scores $544M in federal money to expand chip production 3/4/2024
The chipmaker plans to expand silicon carbide wafer manufacturing capacity at its Bay City, Michigan site.
Samsung’s new microSD card is faster than some SSDs 3/1/2024
Samsung Electronics has unveiled its first SD Express card, the 256GB SD Express microSD, which boasts speeds of up to 800 Mbps or faster than some solid-state drives. The microSD card uses Dynamic Thermal Guard technology for heat management, Samsung says.
India OKs construction of 3 chip plants worth $15.2B 3/1/2024
India has approved the construction of three semiconductor plants collectively valued at $15.2 billion. Tata Group and CG Power are two companies that have committed to setting up chipmaking and chip packaging plants in the country.
White House unveils $300M in CHIPS funding for advanced packaging 3/1/2024
The money is the third funding opportunity under Biden’s CHIPS for America program, part of a broader effort to bolster the country’s semiconductor R&D.
Hyundai moves up Georgia EV factory timeline 3/1/2024
The new plant will now begin production in Q4 of this year, months earlier than expected.
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