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Tuesday, March 11, 2025

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SMIC's stock jumps 120% as semiconductor trade war intensifies 11/22/2024
Will growing local sales compensate for its inability to produce cutting-edge chips?
TI sets plan to boost in-house manufacturing 11/21/2024
Texas Instruments will increase in-house manufacturing to 95% by 2030, tripling manufacturing capacity and building new fabs and assembly locations, says Stefan Bruder, TI's president of Europe, the Middle East and Africa. The company has increased direct sales to 70% via its website and API and is focusing on AI and gallium nitride
Microsoft debuts custom chips to boost data center security and power efficiency 11/21/2024
Microsoft has introduced the Azure Integrated hardware security module and Azure Boost data processing unit to enhance data center efficiency and security. The Azure Integrated HSM meets FIPS 140-3 Level 3 security standards, while the Azure Boost DPU optimizes data processing and power usage.
GlobalFoundries, DOC finalize $1.5B funding award 11/21/2024
The U.S. chipmaker plans to use the funds to build and expand factories in New York and Vermont.
Starship’s Sixth Flight Test Skips the Tower Catch, Ends in Soft Splashdown 11/21/2024
A live audience that included President-elect Trump, plus millions more on SpaceX’s stream, watched the world's most powerful rocket lift off but did not see it return to its origin.
Space-grade NOR flash for FPGA configuration 11/20/2024
“The device offers a 133MHz quad serial peripheral interface and the highest density, radiation and single-event effects performance available in a QML-qualified non-volatile memory for use with space-grade FPGAs and microprocessors,”
Samsung foundry eyes Qualcomm and Nvidia for 2nm and 3nm orders 11/20/2024
Industry reports from South Korea indicate that low yield rates in Samsung's foundry operations have impeded recent AP advancements. However, the introduction of the 2nm process could mark a turning point. The company plans to integrate the Exynos 2600 into its Galaxy S26 smartphones, departing from its previous strategy of using both Exynos and Qualcomm chips based on market requirements.
Chinese memory makers are dumping DDR4 memory on the market for less than reused chips 11/20/2024
CXMT's production capacity has surged from 70,000 wafers per month (WPM) in 2022 to 200,000 WPM in 2024, the report says. The company aims to increase its output to 300,000 wafers per month and capture 11% of the global DRAM market in the coming years
Rivian CFO inks $3.5M trading plan as EV industry faces bumps 11/20/2024
President-elect Trump will likely ax the EV tax credit, a proviso of the Inflation Reduction Act, upon taking office in January. Critics say the move will badly impact EV competition.
Hynix to sample HBM3e 16hi in H1 2025 11/19/2024
With HBM4 12hi starting in the second half of 2025, Hynix’s move to add a 16hi option within the HBM3e family could be because TSMC’s CoWoS-L packaging technology is expected to support larger package sizes between 2026 and 2027, allowing for more HBM stacks per SiP.
Global GPU market to hit $100 billion in 2024 11/19/2024
Demand for these units is increasing rapidly. As a result, the revenue of GPU developers is growing, and this year the global GPU market is expected to exceed $98.5 billion, according to Jon Peddie Research.
Asian governments increase funding to boost semiconductor industries 11/19/2024
Taiwan, China, South Korea, and Japan continue to foster growth, while the rest of Asia competes for foreign investment and talent.
MRDIMMs double bandwidth and reduce latency for Xeon 6 11/19/2024
Intel is highlighting multiplexed rank dual inline memory modules for its Xeon 6 platform, noting that the modules' double bandwidth reduces latency and maintains compatibility with existing server infrastructure. NEC plans to use the MRDIMMs in an upcoming supercomputer.
Wi-Fi Chipset Market Forecast to Grow 12% YoY in 2025 11/18/2024
The Wi-Fi chipset market is expected to increase by 12% YoY in 2025, according to Counterpoint Research.
Modular Test Systems are Crucial for Modern Electronics 11/18/2024
Rising production and product functionality demands mean similarly higher standards for their quality assurance processes.
AI Data Centers May Face Power Shortages by 2025 11/18/2024
Forty percent of AI data centers won't have enough power to function fully without additional energy sources added to the grid, according to Gartner analysis.
Elon Musk Adds Microsoft to His Lawsuit Against OpenAI 11/18/2024
OpenAI has become a 'market-paralyzing gorgon' while its partnership with Microsoft has allowed the two tech firms to exchange 'competitively sensitive information,' Musk says.
Samsung may outsource Exynos to TSMC and scrap in-house Snapdragon plans 11/15/2024
Exynos chips have long faced criticism for overheating, battery life, and poor performance Switching to TSMC could improve Exynos reputation and production efficiency in the long run.
Samsung, SK to unveil supercomputer chips at SC24 11/15/2024
SK Hynix and Samsung Electronics are expected to introduce supercomputer chips at the upcoming Supercomputing 24 conference. SK Hynix is debuting an accelerator card for large language models using its GDDR6-AiM chip. Samsung is focusing on Compute Express Link products, including the CXL Memory Module-DRAM.
AMD is laying off 4 percent of its global workforce as it sharpens focus on AI 11/15/2024
Advanced Micro Devices plans to lay off 4% of its global workforce, or about 1,000 employees, to focus on growth areas such as AI and data centers. The reduction is seen as a strategic approach to ensure necessary skills in fast-growing sectors.
Canadian Chip Manufacturing Needs Industrial Policy 11/14/2024
In a recent virtual chat, Hudson Valley FastFab chair and CEO Dick Thurston and Jim Bark, partner with DNA Global, discussed the key ingredients necessary for Canada to ramp up its semiconductor manufacturing capabilities as they look to build a mature node fab in Canada.
Amazon Kills Freevee, Migrates Content to Prime Video 11/14/2024
Amazon is consolidating its video content in one place to keep things simple. 'A vast offering of free streaming content will still be accessible for non-Prime members,' the company says.
Amazon's Temu Killer Arrives, Offering Products for $20 or Less 11/14/2024
Amazon Haul looks to draw consumers away from Temu, Shein, and AliExpress with 'crazy low prices,' if you're willing to wait a week or two to receive your packages.
Japan is ramping up efforts to revive its once dominant chip industry 11/14/2024
Japanese Prime Minister Shigeru Ishiba has announced a plan that will provide support worth 10 trillion yen ($65 billion) or more by fiscal 2030.
Samsung Electronics to expand chip packaging facilities for HBM 11/13/2024
Samsung to convert LCD plant to HBM chip fab in South Korea
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