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| Vietnam’s Thriving Chip Industry Fuels Economic Resilience |
9/20/2023 |
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Vietnam’s semiconductor sector is poised for growth as Samsung invested $3.3 billion (August 2022) and Intel considers a $1 billion increase in its $1.5 billion chip production investment (February 2023). Amid the supply chain disruptions and trade conflicts, Vietnam aims to be a key player in the semiconductor industry.
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| Micron expanding its chip investments in India |
9/19/2023 |
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Micron intends to build several semiconductor assembly and packaging units in India in addition to its proposed fabrication unit, minister of state for electronics and information technology Rajeev Chandrasekhar said, as the US-based company takes a long-term view of the country as a market and manufacturing destination for semiconductors.
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| Arm looks to custom SoC for profitability |
9/19/2023 |
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Arm is considering moving beyond IP licensing to custom system-on-chip solutions to drive profits following its initial public offering, sources say. Arm has already seen its share value dip since its debut on the Nasdaq.
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| Huawei exec urges use of China's homegrown chips |
9/19/2023 |
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Huawei Chairman Xu Zhijun is reportedly pushing for the use of chips produced in China despite lags in quality, saying, "If we don't use them, this gap will always be a gap, and lagging behind will always be lagging behind." The company's Mate 60 Pro smartphones include Kirin 9000s system-on-chip made in China.
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| House Republicans Demand Full Huawei Sanctions After Chip Breakthrough |
9/18/2023 |
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Republican lawmakers are pressing the Biden administration to completely cut off Huawei Technologies Co. and Semiconductor Manufacturing International Corp. from their American suppliers after Huawei launched a new phone using highly advanced technology the US has been trying to keep out of China’s hands.
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| Chip industry to faces overcapacity |
9/15/2023 |
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Future Horizons CEO Malcolm Penn says the semiconductor industry is deep in "Pig Cycle economics," with overcapacity glutting the market. Capital expenditures in the first quarter hit a record high, and Penn notes, "If it all goes into capacity, the industry will choke on it. It is just not possible for the industry to absorb it all.
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| Arm IPO gets more complicate |
9/13/2023 |
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Japanese tech conglomerate SoftBank aimed for the IPO after an attempt to sell Arm for $40 billion to Nvidia last year failed because U.S. and European regulators cited antitrust concerns. SoftBank aims to sell a 10% stake in Arm in the IPO, for as much as $70 billion, according to Reuters. That would make it one of the world’s largest IPOs this year while allowing SoftBank to keep a controlling stake in Arm.
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