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Global NAND output value up 10.8% sequentially 8/27/2021
NAND flash ASPs rose nearly 7% on quarter when the supply side remained constrained coupled with a ramp-up in demand, TrendForce indicated.
SEMI equipment Book-to Bill up 49.8% y-o-y at $3.81 billion 8/27/2021
2021 further extends a robust sales uptrend for North America-based semiconductor equipment manufacturers.
Samsung delays delivery of some foldable phone citing demand outstrips supply 8/26/2021
Sudden popularity has Samsung looking at potential delays for its foldable phones and its new smartwatch.
China is the last holdout on 737 Max flights 8/26/2021
India lifted its ban on Boeing Co.’s 737 Max jet, a major boost to the American plane maker that leaves China as the only leading aviation market yet to allow the aircraft to resume service.
Lattice offers its FPGA for automotive applications 8/26/2021
Lattice was able to deliver low-power, secure and reliable platforms with sufficient thermal management. That proliferation is also shortening product design and deployment cycles as car manufacturers, especially EV makers, add processors for ADAS, infotainment and other car systems.
Samsung to put emphasis on processing-in-memory (PIM) technology 8/26/2021
The first successful integration of its PIM-enabled High Bandwidth Memory (HBM-PIM) into a commercialized accelerator system is part of a vision for incorporating PIM technologies into other memory types.
Samsung budgets $206 billion for expansion in next 3 years 8/25/2021
Samsung to bolster competitiveness and leadership in strategic businesses through aggressive mergers and acquisitions and expansions in the post-pandemic environment, Samsung Electronics said in a statement Tuesday.
The semiconductor industry needs to double its capacity in the next 8-10 years 8/25/2021
“it took 50 years for the semiconductor industry to grow to half a-trillion-dollar industry, and we will need to do about the same in about a decade.” said Caufield at Semicon Southeast
(NXTA) picked Qualcomm and Intel to help develop chips for nation’s military. 8/25/2021
The two companies were jointly awarded work under the Rapid Assured Microelectronics Prototypes – Commercial (RAMP–C), an effort designed to ensure the Department of Defense (DoD) can source the chips it needs from a US-based fabrication facility, rather than relying on offshore plants.
Microchip offer I2C EEPROM with support for 3.4 Mbit/s data rates 8/25/2021
Microchip Technology Inc. has released the first commercially available I2C Serial EEPROM with support for 3.4 Mbit/s data rates, the 24CS512, making it the fastest I2C EEPROM in the world.
Global NAND supply and demand to come into balance in 2022 8/24/2021
NAND flash demand for datacenter and server applications remains robust, while demand for handsets will be picking up between the second half of the third quarter and the fourth quarter, Kou indicated.
Rumor: Would Samsung move to acquire NXP? 8/24/2021
On Sunday, sources involved with the issue said the South Korean tech behemoth has started rethinking its possible acquisition of NXP.
U.K. regulator concluded that Nvidia’s proposed acquisition of Arm could lead to monopoly 8/24/2021
“We’re concerned that Nvidia controlling Arm could create real problems for Nvidia’s rivals by limiting their access to key technologies, and ultimately stifling innovation across a number of important and growing markets,”
Startup EdgeQ offers basestation-on-a-chip silicon and software for 5G 8/24/2021
The company has had its chip back in the lab for “about six weeks”. “Within two weeks we actually got full Linux running and it looks solid, and we are able to send 5G traffic through the chip,”
Tesla offers custom chip for training artificial-intelligence networks in data centers 8/23/2021
The D1 chip, part of Tesla’s Dojo supercomputer system, uses a 7-nanometer manufacturing process, with 362 teraflops of processing power. Tesla places 25 of these chips onto a single “training tile,” and 120 of these tiles come together across several server cabinets, amounting to over an exaflop of power.
ST agreed to buy a further $300m worth of silicon carbide wafers from Cree 8/23/2021
"we are well positioned to capitalize on what we believe to be is a multi-decade growth opportunity for silicon carbide-based applications.”
Rambus Inc completed the acquisition of PLDA 8/23/2021
With this acquisition, Rambus expands its digital controller offerings with complementary CXL 2.0, PCIe 5.0 and PCIe 6.0 controller and switch IP, and gains critical building blocks for its CXL Memory Interconnect Initiative.
Thailand semiconductor industry gets support 8/23/2021
Thailand announced recently to promote investment in the manufacturing of semiconductors and related industries, as well as research and development, aim to further strengthen Thailand’s electronics supply chain at a critical juncture when the sector sees rising investment in face of global challenges.
Crypto chip production fell at Nvidia 8/20/2021
Nvidia’s cryptocurrency chip product, CMP, had lower sales, at $266 million, than the $400 million the company predicted in May. Shares of Nvidia were up more than 2% in after-hours trading.
Chiese made smartphone floods the Vietnam market 8/20/2021
Smartphone shipments witnessed an 11% YoY growth in the second quarter of 2021, with Chinese OEMs capturing around half of the market, according to Counterpoint Technology
Samsung overtakes Intel again on semiconductor sales 8/20/2021
Samsung's total semiconductor sales increase by 19% in the second quarter of 2021 to $20.3 billion, moving it past Intel and into first place to become the world’s largest semiconductor supplier for 2Q 2021.
Samsung trying to determine 3rd U.S. fab location 8/20/2021
The company is evaluating sites in Texas, where it operates two chip facilities, including an EUV fab in Austin, along with New York and Arizona. If built, the new fab that would make advanced logic chips for Samsung’s new foundry business.
Macronix said that demand on NOR flash is surprisingly strong through next year 8/19/2021
The Hsinchu-based company said that the growth momentum is also backed by new orders and new clients amid rising demand for servers, automotive, medical and industrial devices, as well as 5G-related applications, from the US, Europe and Japan.
Cree and ST extended their silicon carbide supply contract 8/19/2021
“This latest expansion to our long-term wafer supply agreement with Cree will continue to contribute to the flexibility of our global silicon carbide substrate supply,” says ST CEO Jean-Marc Chery.
Semiconductor market is expected to grow to US$551 billion in 2021 8/19/2021
World Semiconductor Trade Statistics (WSTS), a nonprofit organization of chipmakers, said the global semiconductor market is expected to grow to US$551 billion in 2021, up from its previous forecast of $527.2 billion.
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