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| Microsoft investing $2.9B in data centers in Japan |
4/11/2024 |
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Microsoft Corp. will invest $2.9 billion over the next two years to boost its hyperscale cloud computing and artificial intelligence infrastructure in Japan, marking its biggest investment in the country.
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| Boeing delivery orders sluggish |
4/11/2024 |
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The aircraft maker delivered only 83 commercial aircraft as it slows production in an attempt to fix quality issues.
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| Samsung to get up to $6.6B in US chip subsidies for Texas facilities |
4/10/2024 |
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The subsidy, which will be unveiled by Commerce Department Secretary Gina Raimondo, will go toward construction of four facilities in Taylor, including one $17 billion chipmaking plant that Samsung announced in 2021, another factory, an advanced packaging facility and a research and development center.
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| South Korea banking on AI with $7B investment |
4/10/2024 |
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South Korean President Yoon Suk Yeol says the country is investing $6.94 billion in AI by 2027 to maintain its global edge in semiconductors. South Korea's chip exports hit $11.7 billion last month, and the country plans to focus on artificial neural processing units and high-bandwidth memory chips, according to the government
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| What is AI Good For? |
4/10/2024 |
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We are just now entering into the AI Era and are still in the early stages.
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| Samsung set to announce 2nd fab in Texas |
4/9/2024 |
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Samsung Electronics is planning to announce a second fab in Taylor, Texas, bringing its total investment there to $44 billion. The facility is expected to focus on high-bandwidth memory.
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| Samsung sees profit rebound on stronger memory demand |
4/8/2024 |
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Samsung Electronics ended quarterly profit declines in the first quarter, beating analyst estimates for a preliminary operating profit of $4.9 billion. Memory chip demand and stronger pricing helped the company's revenue increase, though totals were short of expectations.
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| Samsung unveils plans for 3D DRAM, sub-10nm process |
4/5/2024 |
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Samsung is planning for its first 3D DRAM node within a few years and a stacked DRAM process technology in the early 2030s, according to a road map released last week. A sub-10-nanometer DRAM fabrication process appears to be two generations beyond Samsung's 5th Generation 10nm-class (12nm) technology from 2023.
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| US, EU looking toward AI for chip chemical alternatives |
4/5/2024 |
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The US and EU are pledging to find alternatives to forever chemicals used in chipmaking and plan to use AI and digital twins to research the issue, according to a draft statement. Per- and poly-fluoroalkyl substances are used widely across industries and persist in food and water supplies.
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| TSMC evaluates disruptions after earthquake in Taiwan |
4/4/2024 |
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“There is no damage to our critical tools including all of our extreme ultraviolet lithography tools,” the company said in a statement late Wednesday. A small number of tools were damaged at some facilities, but the company is deploying all available resources to ensure a full recovery.
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| Intel reports foundry losses; CEO predicts upturn |
4/4/2024 |
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Intel, for the first time, has isolated its foundry business in its financial results, reporting a $7 billion operating loss in 2023, up from $5.2 billion in losses the previous year. Sales were $18.9 billion last year, down from $27.5 billion in 2022, but CEO Pat Gelsinger predicted that "Intel Foundry is going to drive considerable earnings growth for Intel over time.
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| NAND flash market prices continue to rise |
4/3/2024 |
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NAND flash contract price increases are expected to continue in the second quarter, according to TrendForce projections, with client solid state drive prices rising to 15%, which is down from the price hike in Q1. Enterprise SSD prices are forecast to increase 20% to 25%,
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