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US Weighs Restrictions on China’s Access to AI Memory Chips 8/2/2024 The US is considering new restrictions that would limit China's access to advanced AI memory chips and the equipment needed to produce them. Allies such as Japan, South Korea and the Netherlands would be exempt from the restrictions. Arm’s calendar Q2 revenues up 39% y-o-y 8/2/2024 Arm’s calendar Q2 (fiscal Q1) revenue rose 39% to $939 million. For the full fiscal year to the end of March 2025 the company expects revenue of $3.95 billion. Fed Opens Door to September Rate Cut if Inflation Stays Cool 8/2/2024 Federal Reserve officials left interest rates unchanged but signaled that a rate cut could be imminent as they watch inflation and the labor market. Shareholders Sue CrowdStrike After Outage Prompts Stock Price to Plummet 8/2/2024 A group of shareholders file a securities class-action lawsuit noting that CrowdStrike had hyped its cybersecurity tech as vetted and leading-edge before last Friday's massive outage. Intel to Cut Thousands of Jobs to Reduce Costs, Fund Rebound 8/1/2024 The workforce reduction may be announced as early as this week, according to people familiar with the company’s plans, Samsung Electronics Q2 operating profit surges 15 times; chip biz shifts to profitPosted : 2024-07-31 10:09Updated : 2024-07-31 15:45 8/1/2024 Samsung Electronics reported a surge in its second-quarter operating profit, which reached $7.55 billion and expected market expectations. Demand for memory chips drove the performance, and Samsung plans to expand sales of high-bandwidth memory products in the second half of the year. Microchip Launches Multi-Core 64-bit MPUs 8/1/2024 Microchip is expanding its computing range to meet the rising demands of today's embedded designs with the launch of its PIC64 portfolio. SK hynix Rolls Out High-Bandwidth Memory Roadmap 8/1/2024 The lead that SK hynix has gained over rival memory makers Samsung and Micron will face stiffer competition, according to industry experts. South Korean company plans to invest $175 million in new plant in Taylor to supply Samsung 7/31/2024 Taylor will be the home of Soulbrain's new phosphoric acid plant, which will supply Samsung's nearby semiconductor facility. Soulbrain, a South Korean company, is investing $175 million in the first phase of the plant. DigiKey to Distribute Kingston Technology’s Memory Products Globally 7/31/2024 DigiKey has partnered with Kingston Technology to distribute its memory and storage solutions globally. Leveraging AI and Robotics for Next-Level Electronics Manufacturing 7/31/2024 Electronics manufacturers must meet rising demands, meaning it’s more important than ever to capitalize on AI and robotics. Analysts Expect U.S.-China Tech Conflict to Intensify 7/31/2024 Experts say Huawei and companies that are part of its ecosystem face more U.S. sanctions in a new effort to blunt China's AI progress. Memory industry to see significant revenue growth 7/30/2024 This growth is driven by increased bit demand, improved supply-demand dynamics, and the rise of high-value products such as High Bandwidth Memory (HBM). AI To Drive $1 Trillion In Global Chip Sales By 2030 7/30/2024 From AI and automotive to the rise of smart spaces and commercial drones, chips are expected to remain in high demand as the forces of autonomy, labor, power and geopolitics shape what’s to come. Nvidia Supplier SK Hynix To Spend $6.8B on South Korea Plant To Meet AI Chip Demand 7/30/2024 The announcement comes amid a push by the South Korean government to support the country's position in the growing chip market. DOE offers $33M for clean energy smart manufacturing 7/30/2024 The money aims to boost R&D related to circular supply chains and sustainable materials and equipment. What to expect with Apple’s upcoming iPhone 16 7/29/2024 Will the AI inside these iPhones be enough to persuade companies to upgrade your fleet? China Smartphone Market Recovers, Records 6% YoY Growth in 2Q 2024 Sales 7/29/2024 China's smartphone sales increased by 6% YoY in 2Q 2024, partly driven by an increase in sales during the 618 shopping festival period. Dr. Naga Chandrasekaran to Lead Intel’s Foundry Manufacturing, Supply Chain 7/29/2024 Intel has appointed Dr. Naga Chandrasekaran as chief global operations officer, executive vice president and general manager of Intel Foundry Manufacturing and Supply Chain organization. AMI Joins NXP Semiconductors Partner Program to Strengthen Embedded Arm Offerings 7/29/2024 AMI Joins NXP Semiconductors Partner Program to Strengthen Embedded Arm Offerings AMD Ryzen 9000 Chips Are Delayed 7/26/2024 The company pushes the launch to Aug. 8 or Aug. 15, depending on which version you want, following a quality check that uncovered some substandard chips. Starlink Rival AST SpaceMobile Aims to Launch First Satellites in September 7/26/2024 The company is close to shipping its first commercial satellites to Florida for a seven-day launch window in September. South Korean startup Luxolis is strengthening its presence in Asia by expanding into Vietnam and Japan 7/26/2024 Luxolis is at the forefront of innovation, providing state-of-the-art 3D vision cameras, industrial automation solutions, and 3D collaboration tools. Its technology is advancing industrial automation with applications in quality control, logistics, manufacturing, and robotics. MIPS Sets Sights on Building the Best Data Processing Engine 7/26/2024 MIPS is focusing on data movement—something both deeply embedded its history and expertise, and absolutely critical to performant AI chips and systems... Nvidia greenlights Samsung's HBM3 chips for its H20 in China 7/25/2024 HBM3 chips will, for now, only be used in a less sophisticated Nvidia graphics processing unit (GPU), the H20, which has been developed for the Chinese market in compliance with U.S. export controls,  17  |  18  |  19  |  20  |  21  |  22  |  23  |  24  |  25  |  26

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