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| GlobalFoundries announced capacity sold out for 2023 |
11/2/2021 |
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Automotive companies and home appliance makers have been struggling for months to obtain enough chips for building products, and now the problem is spreading to electronics manufacturers and their suppliers. Apple, for example, said it will miss out on more than $6 billion in sales this holiday season because of chip shortages. Intel likewise blamed its lower CPU sales on shortages in power supply and networking chips.
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| Robotics leads the “killer app,” list for 5G besides talking |
11/2/2021 |
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Robotics can spur investment by requiring private 5G wireless infrastructure, since existing wired connections cannot enable mobility needed by applications like connected and autonomous factory robots. Robotics can spur investment by requiring private 5G wireless infrastructure, since existing wired connections cannot enable mobility needed by applications like connected and autonomous factory robots.
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| Migration to DDR5 memory |
11/2/2021 |
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Like all iterations of DRAM, DDR5 will need an ecosystem of supporting technologies for it to become dominant, even as advanced workloads drive memory bandwidth requirements.
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| Ways to stop climate changes |
11/1/2021 |
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News reports often indicate that solar and wind power costs less than carbon-based electricity. This is typically true when building both systems start from scratch. However, that is not what we do. Instead, the carbon-based system is already built and paid for, and we add solar or wind power, at additional cost to consumers. In other words, adding green to existing carbon typically fails economically against continuing carbon sources. That’s why economists’ predictions are so dour.
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| Overheated semiconductor industry show some signs of cooling |
11/1/2021 |
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There are indications the overheated semiconductor sector may be cooling off after roughly 18 months of record-breaking demand for silicon, wafers and production gear. However, demand for chip design services remained strong during the previous quarter, registering its highest annual growth rate in a decade.
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| Samsung Q3 net profit up 31.3% |
10/29/2021 |
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Operating profit jumped 28 percent in the third quarter to 15.82 trillion won, the largest since the third quarter of 2018 and the second-highest ever. Sales hit a quarterly record of 73.98 trillion won, up from 66.96 trillion won from a year earlier.
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| Top 10 foundries to raise their quotes over 20% year-on-year |
10/29/2021 |
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The top 10 foundries’ annual revenue for 2021 is now expected to surpass $100 billion. As TSMC leads yet another round of price hikes across the industry, annual foundry revenue for 2022 will likely reach $117.69 billion, a 13.3% YoY increase.
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| Global point-of-sale device (POS) shipments expected to reach 270 million units by 2025 |
10/28/2021 |
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COVID-19 did have a negative impact on the global POS market as most of the retail shops were closed due to lockdowns in 2020. The hospitality sector witnessed a steep decline in shipments due to curbs on outdoor travel across the world during the pandemic. However, healthcare, warehouse and related O2O commerce saw rising POS shipments to ensure better patient and inventory management. Further, rising consumer awareness on cashless transactions, favorable government policies, and technological advancements are invigorating the POS terminals market with newer form factors and capabilities.
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| Electrical Vehicles are racing to market |
10/28/2021 |
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The electromobility race is set to get more exciting, be it in the Formula E circuits, or in the automotive market, as car makers strive to see their marques gain more market share. While the individual goals may differ, the collective goal of striving for a more sustainable future through technology remains to be achieved.
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| Siltronic breaks ground on i$3 billion new wafer fab |
10/27/2021 |
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Siltronic broke ground on its new wafer manufacturing facility in Singapore on Tuesday (Oct 26), providing a boost to the local semiconductor ecosystem. The new Tampines facility - a $3 billion investment - is the company's biggest and expected to create 600 jobs.
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| Tata Motors Ltd (TML) and TPG Rise Climate to join force in EV |
10/27/2021 |
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TPG Rise Climate along with its co-investor ADQ shall invest in a subsidiary of Tata Motors that will be newly incorporated. TPG Rise Climate along with co-investors shall invest Rs7,500 cr in compulsory convertible instruments to secure between 11% to 15 % stake in this company, translating to an equity valuation of up to $9.1 billion.
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| Foxconn disclose self-developed EV |
10/27/2021 |
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Hon Hai Technology Group (Foxconn) has introduced for the first time, three autonomously developed electric vehicles (EVs): the Model C recreational vehicle, the Model E sedan, and the Model T electric bus. The announcement was made during the livestreamed Hon Hai Tech Day 2021 (HHTD21) event, underlining Hon Hai’s commitment to become a global next-generation automotive manufacturer.
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| PragmatIC Semiconductor gets funding to build flexible fab |
10/26/2021 |
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“The first fab was introduced a couple of years ago, for which demand has been good. We expect to reach capacity soon, so the new planned fab will be a larger capacity version of the existing one. The second fab will also be a template for offering a fab-on-site to customers in the future, which will be modular and low capex.”
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| China has emerged as a powerhouse for AI unicorns |
10/26/2021 |
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Despite the regulatory shakeups and the COVID-19 pandemic notwithstanding, China has emerged as a powerhouse for artificial intelligence (AI) unicorns, according to Thematic Research at GlobalData, a leading data, and analytics company.
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| Applied Materials use massive data and AI to determine semiconductor process |
10/26/2021 |
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Conventionally, chip makers have used the scribe lines separating dies on a silicon wafer as an optical proximate target for metrology and process control. But scribe lines of up to 30 microns are far out of proportion to semiconductor devices with geometries at the 5-nm node. Hence, the correlation between scribe lines and end devices has become much more complex. Critical chip dimensions are far smaller than the huge target used for optical calibration in the production process.
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| Nvidia announced its developer toolbox for supporting AI-powered robotics |
10/25/2021 |
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Nvidia, which is trying to assert its lead as a supplier of processors for AI applications, announced a host of “performance perception” technologies that would be part of what it will now call Isaac ROS. This includes computer vision and AI/ML functionality in ROS-based applications to support things like autonomous robots.
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| SEMICON Japan returns to Tokyo |
10/25/2021 |
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SEMICON Japan 2021 Hybrid will showcase opportunities for the semiconductor manufacturing and design supply chain to enable a smarter world through advances in Smart Mobility, mobile communications and other applications powering industry growth.
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