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| Intel and Apollo to invest in joint venture fab i Ireland |
6/10/2024 |
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Intel and investment firm Apollo announced an $11 billion joint venture deal this week regarding Intel’s chip fabrication plant in Leixlip, Ireland. Apollo-managed funds will acquire a 49% equity interest in the plant, with Intel retaining 51%.
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| Memory encryption can overcome compromised isolation |
6/10/2024 |
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Memory encryption technology can ensure data protection when isolation techniques are compromised. Encryption can also prevent movement of protected data within a DRAM and stop attacks like hardware bus probing.
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| Fab capacity growth expected to be 4% this year |
6/10/2024 |
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A report from Knometa Research forecasts fab capacity growth of 4% in 2024, pointing to manufacturers allowing capacity utilization rates to recover from 2023's low levels. In 2025, 17 new fab lines, including Micron's in Boise, Idaho, and Intel's in New Albany, Ohio, and Texas Instruments' in Sherman, Texas, are planned to begin operations.
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| Nvidia passes Apple as No. 2 most valuable at over $3T |
6/7/2024 |
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Nvidia's market value is now higher than Apple's as the chipmaker's valuation tops the $3 trillion mark and puts it as the second most valuable company worldwide. The last time Nvidia topped Apple was five years before the introduction of the iPhone.
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| AI Chip Deficit: Alternatives to Nvidia GPUs |
6/7/2024 |
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With the rapid acceleration the AI sector has witnessed over the past few years, industry giants all over the world are in a frantic haste to get front-row seats. Experts already predict the global AI market will hit a massive $826.70bn in volume by 2030, with an annual growth rate of 28.46%.
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| IBM, Rapidus working together on chiplet packaging |
6/6/2024 |
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IBM and Japanese startup Rapidus are collaborating on packaging technology for Rapidus' 2-nanometer manufacturing process. The partnership is part of Japan's New Energy and Industrial Technology Development Organization's project on the development of chiplet technology.
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| Nvidia not ready to sign off on Samsung's HBM chips |
6/6/2024 |
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Jensen Huang says Samsung Electronics' high-bandwidth memory chips are not ready for certification, citing the need for more engineering work. Huang has been making a splash in public appearances in Taiwan during the Computex tech trade fair.
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| Qualcomm: The PC Reborn |
6/6/2024 |
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Qualcomm Snapdragon powered Windows Copilot+ PCs at the forefront of technology innovation. Together, we are redefining the personal computing experience, and enabling developers to efficiently create apps for this new generation,”
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| Strong AI Server Demand to Fuel MLCC Shipment Growth in 2Q |
6/5/2024 |
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AI server orders and stable ICT product demand—despite not seeing high seasonal growth—are helping stabilize production capacity utilization in the second quarter. As a result, MLCC shipments are projected to increase by 6.8% to reach 1.2345 trillion units, which will also drive slight revenue growth in the same period, according to TrendForce.
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| NAND revenues forecast to be up 10% in Q2 |
6/3/2024 |
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The surge in large enterprise SSD orders continues to drive up the ASP of NAND Flash by 15%. TrendForce forecasts Q2 NAND revenue to increase by nearly 10% QoQ.
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