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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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| AI workflows are boosting demand for memory, storage |
6/11/2024 |
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The increasing adoption of AI is driving demand for memory and storage as well as new product innovation. Processing and storing data, training of models and the creation of inference engines are included.
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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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