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| China to assert state control over rare-earth metals |
7/3/2024 |
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China plans to take state ownership in October of its rare-earth materials used in semiconductor production, covering the entire supply chain from mining to export. The move aims to secure national interests amid a trade war with the US, and China emphasizes the regulation's principles of sustainability, innovation and safety.
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| TSMC to boost 2nm tech spend to rival Samsung |
7/3/2024 |
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Taiwan Semiconductor Manufacturing Co. is set to increase its investment next year and expand its 2-nanometer semiconductor production capacity, sources say, as competition with Samsung Electronics grows. TSMC's capital expenditure for 2025 will likely range from $32 billion to $36 billion, according to sources
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| Kioxia aims for 1,000-layer 3D NAND flash by 2027 |
7/2/2024 |
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Kioxia wants to achieve 1,000 layers of 3D NAND flash by 2027, a significant boost to SSD densities. Technical challenges persist, including management of signal noise and the need to shrink NAND cells.
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| TI, Delta team up on EV power electronics with new lab |
6/28/2024 |
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Texas Instruments and Delta Electronics are collaborating on a joint laboratory in Pingzhen, Taiwan, to develop electric vehicle power electronics. The partnership aims to leverage TI's digital control and gallium nitride technology to enhance Delta's automotive power expertise.
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| Nexperia invests $200M in Hamburg chip production |
6/28/2024 |
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Nexperia is investing $200 million to expand its semiconductor production in Hamburg, Germany. The company, owned by Chinese electronics maker WingTech, aims to meet the growing demand for energy-efficient chips used in electric vehicles and other technologies without tapping into EU subsidies.
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| Qualcomm: The PC Reborn |
6/28/2024 |
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Qualcomm highlights the industry shift taking place in the PC space enabled by Copilot+ PCs powered by Snapdragon X Series.
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| Advantest CEO sees AI boosting demand for testing gear |
6/27/2024 |
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Advantest expects AI to drive increased complexity in chipmaking, boosting demand for its semiconductor testing equipment, CEO Douglas Lefever said. The company's stock rose over 7% after announcing ambitious profit targets, and it plans to increase its market share to 58%, up from a three-year average of 54%.
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| South Korea unveils $12.22B in loans for chip industry |
6/27/2024 |
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The South Korean government will provide $12.22 billion in low-interest loans next month to boost corporate investment in the semiconductor industry, according to Finance Minister Choi Sang-mok. The initiative is part of a broader $19 billion support package announced by President Yoon Suk Yeol to boost the sector amid global competition.
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