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| Demand for memory chips to lift global chip sales 16.8% in 2024 |
12/6/2023 |
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Global semiconductor industry revenue is expected to grow almost 17 percent year-on-year in 2024, following a slump in 2023, largely fueled by a surge in demand for memory chips, according to U.S.-based market information advisory firm Gartner Inc.
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| Appeals court overturns $2.18B ruling in Intel patent case |
12/6/2023 |
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The US Court of Appeals for the Federal Circuit overturned a 2021 verdict in the patent case between Intel and VLSI Technology, which originally ruled that Intel had to pay a 2.18 billion patent-infringement fine. A new trial will determine damages involving a second VLSI patent.
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| Meta scientist: AI likely won't outsmart humans for decades |
12/5/2023 |
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Meta chief AI scientist Yann LeCun says AI won't reach sentience for decades and the world will see "dog-level" AI way ahead of human-level intelligence because of the limits of training on texts. "There's a lot of really basic things about the world that they just don't get through this kind of training," LeCun says.
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| BIWIN Launches New PCIe Gen4 SSD for PC OEMs |
12/5/2023 |
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BIWIN has extended a new DRAM-less PCIe 4.0 SSD, the AP860, which is suitable for desktops, laptops, and all-in-one computers. This new product offer high performance, large capacity, excellent compatibility, quality consistency, and supply stability.
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| Huawei eyeing its own chip network amid US ban |
12/4/2023 |
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Huawei Technologies is reportedly building "a self-sufficient chip network" to bypass the US technology import restrictions. Huawei has allegedly transferred patents to SiCarrier, whose subsidiaries could give Huawei access to enterprises that develop lithography equipment, reports say.
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| Amkor plans $2B chip packaging and testing facility in Ariz. |
12/4/2023 |
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Amkor Technology is building an advanced packaging facility in Arizona with a $2 billion investment in the US semiconductor supply chain. Apple is expected to be the facility's first customer, with plans to test and package chips produced at a nearby Taiwan Semiconductor Manufacturing Co. site.
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| Intel plans to spend $14B on its chips at TSMC |
12/1/2023 |
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Intel is expected to spend $4 billion on making its chips at Taiwan Semiconductor Manufacturing Co. next year and another $10 billion on orders in 2025, according to a report from analyst Andrew Lu. Intel is likely to displace Advanced Micro Devices as TSMC's second biggest 3-nanometer client, behind Apple,
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| Nvidia reigns as most profitable chip brand amid AI demand |
12/1/2023 |
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Nvidia's profits hit $10.42 billion in the third quarter as it worked to meet global demand for AI chips and serving big-name clients Meta and Microsoft. The strong quarter put it ahead of Intel and Samsung, but CEO Jensen Huang noted that US supply chain independence is still up to two decades away.
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| Nvidia recruiting AV talent in China |
11/30/2023 |
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Nvidia is looking to add to its autonomous vehicle team by recruiting in China to fill positions under Xinzhou Wu, the head of automotive, who was hired in August. Nvidia introduced its automotive-grade Thor chips last year that boast 2,000 teraflops of performance.
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| HBM chip competition expected to grow in the new year |
11/30/2023 |
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Samsung Electronics, Micron Technology and SK Hynix are set to compete for Nvidia orders as demand for high bandwidth memory picks up for generative AI applications, according to reports. SK Hynix has led the way, but Samsung's upcoming HBM3 and Micron's HBM3E are seen as contenders
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| Rapidus seeks engineers to revive Japan's chip industry |
11/29/2023 |
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Government-backed Japanese chip foundry venture Rapidus is hunting high and low - including among industry veterans and overseas - to find engineers to help it revive a chip industry that was once the envy of the world.
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| 5G chipset market on pace to hit $92B |
11/29/2023 |
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The market for 5G chipsets is likely to increase at a compound annual growth rate of 21% by 2030 to reach a valuation of $92 billion, according to Adroit Market Research. Automotive, health care and entertainment are among the industries driving the growth of specialized 5G chipsets.
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| Strong quarter drives SK Hynix to all-time high in DRAM |
11/28/2023 |
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Samsung Electronics remains atop the world DRAM market with a 39.4% third-quarter market share, with SK Hynix in second place at 35%, its all-time high after a gain of 4 percentage points, Omdia reports. The company generated $4.63 billion in DRAM revenue in the third quarter.
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