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Samsung leads with mass-production of latest V-NAND 4/24/2024
Samsung Electronics is the first to mass-produce ninth-generation vertical NAND flash memory chips. Samsung the product's bit density is 50% higher than the previous generation and channel hole-etching technology allowed it to maximize the cell layer in a double-stack structure.
AI-Driven HBM Uptake is Power-Sensitive 4/24/2024
Despite its high price tag, HBM3 memory is selling fast to help power AI-focused data centers.
Tesla CEO Elon Musk wanted to lay off 20% of the company 4/24/2024
“There is nothing I hate more, but it must be done,” the Tesla CEO wrote to staff. “This will enable us to be lean, innovative and hungry for the next growth phase cycle.”
Jabil CEO placed on paid leave amid investigation 4/24/2024
CFO Michael Dastoor is stepping in as interim CEO amid an SEC probe into the manufacturer's corporate policies.
Intel taps AI to optimize chip design, reducing process time 4/23/2024
Intel claims the AI tools for optimizing SoC layouts have slashed the time required by some of the firm’s semiconductor design processes from six weeks to just "minutes."
STMicro, Rohm's SiCrystal sign new SiC wafer supply deal 4/23/2024
STMicroelectronics and Rohm's SiCrystal are expanding a supply agreement for 150 mm silicon carbide substrate wafers. The wafers will be manufactured in Germany, and the deal is expected to be worth at least $230 million.
Commerce chief points to Huawei chip as sanctions win 4/23/2024
Commerce Secretary Gina Raimondo is downplaying Huawei Technologies' latest chip as evidence US export controls on China are working. The Mate 60 Pro technology is "years behind what we have in the United States," Raimondo says.
White House CHIPS funds boost microelectronics innovation 4/23/2024
The $54 million is for small business R&D work in the sector as part of a strategy to boost semiconductor-related fields.
SK Hynix developing next-generation HBM chips with TSMC 4/22/2024
SK Hynix is working with Taiwan Semiconductor Manufacturing Co. on its high-bandwidth memory chips for AI. The HBM4 is expected to be in mass production in 2026.
TSMC's overseas chip production to come at a cost 4/22/2024
Taiwan Semiconductor Manufacturing Co. is continuing to expand its chip production outside of Taiwan and plans to charge a premium based on higher labor, material and power costs. TSMC also estimated $92.44 million in losses after the earthquake this month in Taiwan.
India EV Sales Forecast to Rise 66% in 2024 4/22/2024
In 2023, even as India’s passenger vehicle (PV) sales grew by 10% year-on-year (YoY), its electric vehicle (EV) sales nearly doubled to account for 2% of the overall PV sales. This EV surge can be attributed to multiple factors, including increasing urban consumer interest, government initiatives, infrastructure development, and concerns over climate change.
Inventory Restocking, Strong AI Demand Fuel Fab Industry Revenue Growth in 4Q 2023 4/22/2024
Despite lingering macroeconomic uncertainties, the industry started bottoming out in 2H 2023, driven by supply chain inventory restocking demand in the smartphone and PC sectors. Rush orders were observed from both PC and smartphone applications, particularly in the Android smartphone supply chain.
Samsung unveils LPDDR5X DRAM with 10.7 Gbps for on-device AI 4/19/2024
Leveraging 12 nanometer (nm)-class process technology, this is said to be the smallest chip size among existing LPDDRs, solidifying Samung’s technological leadership in the low-power DRAM market.
Micron set to get $6.1B from CHIPS Act for plants in N.Y., Idaho 4/19/2024
The investment would lead to an estimated 9,000 direct jobs and 40,000 construction jobs. Micron has also announced plans for a $15 billion memory chip plant in its hometown of Boise, Idaho.
Biden calls for tripling tariffs on Chinese metals 4/19/2024
"If that investigation confirms these anti-competitive trade practices, then I’m calling on her to consider tripling the tariff rates for both steel imports and aluminum imports from China,” Biden said of U.S. Trade Representative Katherine Tai.
US plans to restore tariffs on dominant solar technology 4/19/2024
The Biden administration is expected to grant a request by South Korea’s Hanwha Qcells to reverse a two-year-old trade exemption that has allowed imports of a dominant solar panel technology from China and other countries to avoid tariffs.
Micron's 232-layer QLC NAND now in mass production 4/18/2024
Micron Technology is mass producing its 232-layer quad-level cell NAND flash, touting the 200+ layers in QLC chips as a first for memory manufacturers. The chip is offered with up to 2,048GB.
Microchip Strengthens AI Capabilities with Neuronix AI Labs Acquisition 4/18/2024
Neuronix AI Labs provides neural network sparsity optimization technology that enables a reduction in power, size and calculations for tasks such as image classification, object detection and semantic segmentation, while maintaining high accuracy.
ASRock Launches Next-Gen Industrial IoT Controller 4/18/2024
ASRock Industrial’s iEP-5020G Series Industrial IoT Controller boasts enhanced computing power with up to four cores, upgraded graphic/AI inference performance of up to 32 EUs, and DDR5 memory with Intel In-Band ECC support.
Apple CEO says it is considering a manufacturing facility in Indonesia 4/18/2024
"We talked about the president's desire to see manufacturing in the country, and it is something that we will look at," Cook told reporters after the meeting.
Samsung, SK Hynix set to benefit from NAND flash market recovery 4/17/2024
TrendForce had initially forecast in November of last year that NAND market revenue would rise by 38.2% in 2023. However, about four months later, the projected growth rate was revised upwards by 25%.
Inventory Restocking, Strong AI Demand Fuel Fab Industry Revenue Growth in 4Q 2023 4/17/2024
Despite lingering macroeconomic uncertainties, the industry started bottoming out in 2H 2023, driven by supply chain inventory restocking demand in the smartphone and PC sectors. Rush orders were observed from both PC and smartphone applications, particularly in the Android smartphone supply chain.
Nordic Strengthens Executive Management Team 4/17/2024
Nordic Semiconductor is strengthening its executive management team with additional business leadership and streamlining organizational structure with four new technology-centric business units.
Tesla to cut 10% of global workforce 4/17/2024
Musk said there has been duplication of roles and job functions in certain areas as the company expanded globally, making it “extremely important” to reduce costs and increase productivity.
Microchip acquires automotive specialist VSI 4/16/2024
Microchip Technology has acquired VSI, a Korean company that specializes in advanced driver-assistance systems and digital cockpit connectivity. VSI's products focus on the Automotive SerDes Alliance open standard of in-vehicle networking.
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