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Intel invests in all of ASML's coming EUV lithography gear 5/14/2024
Intel has secured orders for all of the high-NA extreme ultraviolet lithography machines ASML is building this year. Reports say Intel plans to use ASML's equipment for its upcoming 18A and 14A.
DRAM, NAND contract prices on the rise, TrendForce says 5/14/2024
TrendForce reports contract prices for DRAM in the second quarter are expected to be up 13% to 18%, and NAND contract prices are also going up an expected 15% to 20%. A smaller price jump of about 10% is likely for eMMC/UFS.
Why Would Apple Consider a Rivian Partnership? CEO Points to Software 5/13/2024
When asked on an earnings call about rumors of an Apple-Rivian deal, Rivian CEO RJ Scaringe offers a few clues about what those talks might entail.
First major test for whether Starlink will be here for the long haul 5/13/2024
SpaceX's Starlink Is Now a 'Self-Sustaining' Business. SpaceX's satellite internet business is now "self-sustaining," with Starlink revenues projected to reach $6.6 billion this year.
Sam's Club Swaps Receipt-Checkers for Automated AI Tech at 120 Stores 5/13/2024
Shoppers are getting out the door 23% faster with the help of AI, which plans to eliminate long lines, as well as a human job that has been a staple of the bulk shopping experience.
Apple Reportedly Nearing a Deal to Bring ChatGPT to the iPhone 5/13/2024
The feature might arrive as soon as iOS 18.
SK Hynix agrees to sell stake in foundry unit in China to state-owned WIDG 5/10/2024
SK Hynix System IC Co. last week signed an agreement to sell a 21.3% stake in its foundry unit in Wuxi, Jiangsu to China's state-owned Wuxi Industry Development Group Company (WIDG) for $149.3 million by October.
Automakers get more flexibility as US finalizes EV tax credit rules 5/10/2024
The tax credits are part of the Inflation Reduction Act intended to spur the adoption of electric vehicles while bolstering domestic battery manufacturing.
Microchip’s Neuronix acquisition meshes AI content into FPGA fabric 5/10/2024
Microchip, long known for highly strategic acquisitions, has announced to acquire Neuronix, a supplier of 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..
Global Semiconductor Sales Up 15% YoY in 1Q 5/10/2024
Worldwide sales of semiconductors totaled $137.7 billion during the first quarter of 2024, an increase of 15.2% compared to the first quarter of 2023
HBM's share of DRAM market expected to top 20% this year 5/9/2024
The HBM market is being driven by significant pricing premiums. HBM’s unit sales price is several times higher than that of conventional DRAM and about five times that of DDR5.
US Revokes Intel, Qualcomm Licenses to Sell Chips to Huawei 5/9/2024
The US is also considering sanctions against six other Chinese companies that could be supplying chips to Huawei.
US chip production capacity expected to triple by 2032 5/9/2024
US chip production capacity is projected to triple by 2032, taking its global share to 14% from 10%, according to a study by the Semiconductor Industry Association and commissioned by the Boston Consulting Group. The study points to the CHIPS and Science Act and other federally funded programs in the reversal of a downward trend in domestic chip production.
Microchip MCU Helps Designers Easily Incorporate Embedded Security 5/9/2024
Microchip Technology Inc. has launched a new family of PIC32CK 32-bit microcontrollers (MCUs) that features an integrated Hardware Security Module (HSM) subsystem and Arm Cortex-M33 core featuring TrustZone technology to help isolate and secure the device.
Intel partners with 14 Japanese firms to automate chipmaking process 5/8/2024
Back-end processes are seen as ideal for automation as they are considered more labor-intensive than "front-end processes," where electronic circuit designs are etched onto silicon wafers.
Apple is developing its own AI chip for data centers 5/8/2024
A report in The Wall Street Journal says Apple is working on an AI chip for data centers in a project codenamed Project ACDC, or Apple Chips in Data Center. Apple's server chip would likely focus on AI model inference and not training models, the report said
Renesas Low-Power Timing Solution Touts Jitter Performance of 25fs-rms 5/8/2024
The new FemtoClock 3 family includes ultra-low jitter clock generators and jitter attenuators with 8 and 12 outputs, enabling high-performance, easy-to-use, and cost-effective clock tree designs for next-generation, high-speed interconnect systems. Target
'Elon Musk has let us down': Tesla enters its fourth week of layoffs 5/8/2024
It was unclear Monday afternoon how many workers have been affected by the latest round of job cuts. While at least one worker said they were directly informed by their manager, it’s likely that many found out by email.
2nm competition is heating up 5/7/2024
TSMC to start high volume production on its N2 process using GAA transistors this year, and that production on its N2P process using both GAA and backside power delivery (BSD) – would start in 2026.
GenAI-Capable AI Laptops to Dominate PC Shipments by 2027 5/7/2024
We are now entering a new era of PCs based on artificial intelligence (AI), thanks to the boom witnessed in generative AI (GenAI).
Microchip Enhances Security of Touchscreen Payment Systems 5/7/2024
To help EV charger designers protect their payment architectures, Microchip Technology Inc. has launched the MXT2952TD 2.0 family of secure touchscreen controllers.
In 2023, investment in clean energy manufacturing shot up 70% from 2022 5/7/2024
solar, wind, batteries, electrolyzers, and heat pumps – rose to $200 billion in 2023, an increase of more than 70% from 2022 that accounted for around 4% of global GDP growth and nearly 10% of global investment growth.
Synopsys preparing for sale of software unit for over $2B 5/6/2024
Private equity consortium led by Clearlake Capital and Francisco Partners is in advanced talks to acquire the software integrity (SIG) unit of chip designer Synopsys (SNPS.O) for more than $2 billion
Qualcomm chief outlines moves beyond smartphone chips 5/6/2024
Qualcomm CEO Cristiano Amon says the company is seeing growth in automotive and demand for AI-powered devices as it continues its diversification. Amon pointed to the upcoming Snapdragon Elite X chips in Microsoft Windows.
Starlink Satellites Make Up 60% of All Active Spacecraft in Orbit 5/6/2024
SpaceX now has nearly 5,900 Starlink satellites in low-Earth orbit, but it wants 30,000, posing potential safety concerns as space around the planet gets ever-more crowded.
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