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| Nvidia passes Microsoft, Apple as most valuable company |
6/21/2024 |
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Nvidia has overtaken Microsoft and Apple to become the world's most valuable company, with a market value of $3.34 trillion. This achievement is fueled by the high demand for its AI chips, which has led to a 170% increase in its share price this year. The company's market value grew this year from $2 trillion to $3 trillion in just 96 days.
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| Adoption and Future Trends of SiC and GaN in EVs |
6/19/2024 |
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In the power electronics of EVs, SiC MOSFETs have seen an incredible surge in adoption in the past five years in cars from OEMs such as Tesla and Hyundai. In fact, IDTechEx research found that SiC inverters made up 28% of the BEV market in 2023.
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| SMIC overtakes GlobalFoundries and UMC on foundry list |
6/18/2024 |
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SMIC ascended to the No. 3 spot in the foundry market, overtaking GlobalFoundries and UMC, TrendForce reports. SMIC reported first-quarter revenue of $1.75 billion, reflecting a quarterly growth of 4.3% and a market share of 5.7%. TSMC maintained its lead with $18.85 billion in revenue and a 61.7% market share.
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| Micron's innovations help boost DRAM market share |
6/18/2024 |
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Micron Technology showcased its latest semiconductor innovations at Computex 2024, including the HBM3E memory with increased power efficiency, helping to deliver a DRAM market share of 21.5%, which outpaces Samsung and SK Hynix.
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| US manufacturing group calls for stronger protection against Chinese imports |
6/18/2024 |
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The Alliance for American Manufacturing (AAM) on Friday published a report, opens new tab on China's excess industrial capacity that echoes concerns raised by the Biden administration and U.S. allies in recent months, saying quick action was needed to stem a rising tide of cheap and subsidized exports that threatens U.S. jobs.
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| AI Demand Helps Korean Chip Export Prices to Record Jump in May |
6/17/2024 |
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The notoriously cyclical memory industry, led by Korea’s Samsung Electronics Co. and SK Hynix Inc., is bouncing back from a downturn rapidly, with the nation’s semiconductor export-price index jumping 42.1% from a year earlier in dollar terms
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| G7 plans to address chip supply chain challenges |
6/14/2024 |
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The Group of Seven is planning to establish a group aimed at preventing disruptions in the semiconductor supply chain. The effort will also address the protection of undersea cable connectivity
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| Huawei to focus on 7nm chips amid US sanctions |
6/13/2024 |
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Zhang Ping'an, CEO of Huawei's Cloud Services, is concerned about China's lack of advanced chipmaking tools and inability to get 3.5-nanometer chips because of US sanctions. Zhang says the company should focus on using 7nm semiconductors in the meantime.
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| MediaTek unveils Arm-based PC chip for Windows |
6/13/2024 |
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MediaTek has reportedly designed an Arm-based PC chip that runs Windows OS, sources say. Microsoft aims to rival Apple's Arm-based chips for Mac and target Intel's PC dominance
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