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| SK Hynix's HBM chips will benefit from AI boom |
3/28/2024 |
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SK Hynix CEO Kwak Noh-jung predicts high-bandwidth memory chips will represent a double-digit portion of the company's DRAM sales this year. SK Hynix, which supplies Nvidia and competes with Samsung and Micron, is the leader in producing HBM chips, a product in the fast-growing AI segment.
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| GlobalFoundries, StarIC join forces in photonics |
3/28/2024 |
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StarIC and GlobalFoundries have agreed to cooperate on advancing innovation in silicon photonics. The deal brings Trans Impedance Amplifiers and Micro Ring Modulator drivers to the GF Fotonix platform, which is gaining favor in the fields of data center connection, AI and quantum computing.
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| Global Chip Sales Up 15% in January |
3/28/2024 |
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“The global semiconductor market started the new year strong, with worldwide sales increasing year-to-year by the largest percentage since May 2022,” said John Neuffer, SIA president and CEO. “Market growth is projected to continue over the remainder of the year, with annual sales forecast to increase by double-digits in 2024 compared to 2023.”
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| Samsung may become Nvidia's sole supplier of 12-layer HBM |
3/27/2024 |
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Samsung Electronics is rapidly gaining ground in the high-bandwidth memory (HBM) market. Reports emerged following the recent announcement of its successful development of HBM3E featuring 12 layers of DRAM that it may soon surpass current leaders SK Hynix and Micron to become Nvidia's sole supplier of 12-layer HBM3E.
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| US tech giants could suffer as China looks inward |
3/27/2024 |
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New policies in China, which call for state-owned entities to switch to domestic technology providers by 2027, could have significant financial implications for US giants such as AMD, Intel and Microsoft. So much so, says Insights & Strategy CEO Patrick Moorhead, that China could eventually catch up to the US in the semiconductor industry.
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| Possible confusion over the new stock symbol "DJT" ticker traded |
3/27/2024 |
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Several people complained on social media about briefly seeing the value of their DJT stock holdings on Charles Schwab platforms inflated to figures more in line with what they would be worth if the shares traded at the level of the Dow Jones Transportation Average (.DJT).
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| China's government targets AMD, Intel chips |
3/26/2024 |
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China's government has reportedly issued guidance calling for the phasing out of AMD and Intel chips from all government computers, switching from foreign databases, and employing domestic options instead. The move comes as China calls for more reliance on chips made domestically.
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| Boeing CEO to step down |
3/26/2024 |
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The beleaguered aircraft maker is also replacing its head of commercial airlines as it shakes up leadership amid immense public scrutiny.
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| APAC PC Market Down 16% in 2023 |
3/25/2024 |
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The traditional PC market in APAC (including Japan and China) posted a 16.1% decline in 2023 to 97.4 million units, according to IDC.
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| Big Tech is facing its biggest challenge in decades |
3/25/2024 |
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Big Tech is facing its biggest challenge in decades as antitrust regulators on both sides of the Atlantic crack down on alleged anti-competitive practices that could result in break-up orders to Apple and Alphabet's Google, a first for the industry.
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| Nvidia CEO touts chipmaker's data center market potential |
3/22/2024 |
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Nvidia CEO Jensen Huang says the company's Blackwell architecture AI GPU series has the potential to boost its data center market scale as much as 25%, or up to $250 billion. Huang sees a place for humans in AI systems to guide software and develop algorithms, and says Nvidia is focused on "this one niche called accelerated computing and AI" in the wider semiconductor landscape.
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| Micron posted an unexpected profit on AI demand |
3/22/2024 |
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Micron Technology is pointing to an increase in AI adoption for its above-estimate third-quarter revenue forecast and a per-share quarterly profit after five quarters of losses. The company's high bandwidth memory chips are sold out for this year and next year's supply has mostly been allocated, CEO Sanjay Mehrotra reports.
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| JEDEC publishes GDDR7 Graphics Memory Standard |
3/21/2024 |
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JEDEC has published JESD239, a GDDR7 Graphics Memory Standard for AI, graphics and gaming applications. The new standard doubles the bandwidth of GDDR6 for up to 192 GB/s per device.
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| US considers sanctions for Huawei-linked firms |
3/21/2024 |
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The US is weighing sanctions against semiconductor companies with ties to Huawei Technologies, sources say. "Adding more Chinese companies to the US Entity List is a highly likely event," according to Jefferies analyst Edison Lee, who wrote, "It is easy to implement and justify, and it will further block certain key Chinese companies from being able to exploit current loopholes in export restrictions.
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| 300mm Chip Equipment Spending Forecast to Hit Record 7B in 2027 |
3/21/2024 |
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Global 300mm fab equipment spending for front-end facilities is forecast to reach a record $137 billion in 2027 after topping $100 billion for the first time by 2025 on the strength of the memory market recovery and strong demand for high-performance computing and automotive applications.
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| Intel awarded $8.5B in CHIPS funding |
3/21/2024 |
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The award is the largest yet from the Biden administration and will help advance the chipmaker's plants in Arizona, New Mexico, Ohio and Oregon.
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