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| Samsung Foundry to offer GAA process by 2022 |
10/18/2021 |
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amsung is being most aggressive pursuing the next generation of transistor technology, with plans to reach mass production ahead of TSMC and Intel. Samsung’s 3-nanometer process will use the gate-all-around (GAA) transistor structure, which the foundry calls MBCFET (Multi-bridge channel FET) and will be in production first half of 2022.
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| DRAM prices projected to be in downswing |
10/18/2021 |
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DRAM contract prices are likely to exit a bullish period that lasted three quarters and be on the downswing in the fourth quarter of 2021 at a quarter-on-quarter (QoQ) decline of 3-8%, according to TrendForce. This decline can be attributed to not only the declining procurement activities of DRAM buyers going forward, but also the drop in DRAM spot prices ahead of contract prices.
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| China and Taiwan combine now controls 37% of semiconductor global capacity |
10/18/2021 |
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As of December 2020, Taiwan held the largest share of IC industry capacity of any country or region in the world. Moreover, if combined, the share of IC capacity within the borders of China and Taiwan would represent about 37% of global IC capacity, about 3x the amount of IC capacity located in North America.
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| AMD offers new $329* Radeon RX 6600 graphics card |
10/15/2021 |
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The graphics card that should be available at Amazon, Best Buy, Micro Center and the Newegg Shuffle starting as soon as the very moment we published this story at 9AM ET. Given how exorbitant GPU prices have been during the global chip crunch, you should probably stop reading if you want one and get with the clicking.
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| MediaTek posted record highs |
10/14/2021 |
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MediaTek recorded NT$47.91 billion (US$1.7 billion) for its September sales, which represents an 11.9% increase from August figures, and a 26.51% year-on-year change. Third-quarter 2021 revenue came in at NT$131.07 billion, a 4.31% bump compared to Q2 results.
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| Senator Elizabeth Warren called for breaking up Amazon.com |
10/14/2021 |
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Investigation showed the e-commerce giant had copied products and rigged search results in India. Meanwhile, a bipartisan group of U.S. lawmakers plans to introduce a bill that would bar Big Tech platforms from favoring their products and services.
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| Rain Neuromorphic taped out its analog AI chip |
10/13/2021 |
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Rain Neuromorphics has taped out a demonstration chip for its brain-inspired analog architecture that employs a 3D array of randomly-connected memristors to compute neural network training and inference at extremely low power.
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| End of AMD Play Station 5 shortage may finally be in sight |
10/12/2021 |
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Lisa Su, the CEO of AMD, said this week (via Spieltimes): “I expect it to be from June-September of next year 2022 when, perhaps, it will be possible to go down to a video game store or a department store to buy a PlayStation 5 or an Xbox Series X without it being an impossible task.”
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| Gaming PCs expected continue to be strong through 2025 |
10/11/2021 |
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For gaming PCs, which includes both desktop and notebook PCs, unit shipments are expected to grow from 41.3 million in 2020 and to 52.3 million in 2025. Similarly, the gaming monitor market is expected to jump from 14.2 million units shipped to 26.4 million during the same time frame. This equates to the two product categories having five-year compound annual growth rates (CAGRs) of 4.8% and 13.2%, respectively.
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| Navitas Semiconductor opened a new office in Shenzhen, China |
10/11/2021 |
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This investment supports the rapid growth of GaN mobile fast chargers, as well as the company’s recently-announced expansion plans to enable GaN-based data centers, solar installations and electric vehicles, which represent a multi-$B market opportunity for the company.
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