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Apple Responds to Tariff Threat With $500 Billion US Manufacturing Pledge 2/25/2025
With a 25% tariff on foreign-made chips looming, Apple (once again) pledges to create 20,000 new jobs in the US.
NAND Flash Prices Expected to Recovery in 2H 2025 2/24/2025
TrendForce anticipates a significant improvement in the NAND flash market's supply-demand balance in the second half of the year.
Apple rolls out its C1 modem six years after buying in the technology from Intel 2/24/2025
Apple has introduced its first in-house 5G modem in the iPhone 16e, marking a milestone after acquiring Intel's modem unit six years ago and as part of its efforts to reduce reliance on Qualcomm.
Chip design software maker Cadence revenue skyrockets with AI demand 2/24/2025
The San Jose, California-based company generated Q4 2024 revenue of $1.36 billion, up 27% over the previous year, as progress in artificial intelligence fuels growth and demand for innovative semiconductor products and services. Net income increased 5% to $340.2 million over the same period.
Future of Rivian R2, R3 Unclear if Trump Revokes $6.6 Billion Georgia Plant Loan 2/24/2025
Georgia Gov. Brian Kemp says he isn't sure where 'the loan stands,' but Rivian needs the money to build the plant, where it will mass-produce the much anticipated R2, R3, and R3X electric cars.
Micron introduces 4600 PCIe Gen 5 NVMe client SSD, promises lower AI load times 2/21/2025
The 4600 SSD uses G9 TLC NAND and an eight-channel SMI2508 controller.
AWS, AMD, and Google lose wafer share 2/21/2025
Nvidia to consume 77% of wafers used for AI processors in 2025.
Future of Rivian R2, R3 Unclear if Trump Revokes $6.6 Billion Georgia Plant Loan 2/21/2025
Georgia Gov. Brian Kemp says he isn't sure where 'the loan stands,' but Rivian needs the money to build the plant, where it will mass-produce the much anticipated R2, R3, and R3X electric cars.
Apple iPhone 16e vs. iPhone 16: What's the Difference? 2/21/2025
The iPhone 16e looks a lot like the iPhone 16 but costs $200 less. What's the trade-off and which phone should you buy? We break down the specs to help you decide.
Everspin and Lattice Semiconductor to Bring High-Reliability MRAM Solutions to FPGA Platforms 2/20/2025
Everspin Technologies' PERSYST MRAM is now validated for configuration across all Lattice Semiconductor FPGAs.
Synopsys Partners with SEMI to Advance Workforce Development in the Semiconductor Industry 2/20/2025
Synopsys and SEMI Foundation will engage in opportunities to collaborate on education and training programs with academic institutions and industry experts.
Apple might drop a new iPhone today 2/20/2025
Apple (AAPL+0.23%) is releasing a new product on Wednesday — and it could be a new version of its lower-cost iPhone.
Trump plans steep tariffs on semiconductor imports 2/20/2025
The move aims to reduce reliance on imports and boost domestic production, but it could lead to higher prices for electronics, with Acer already announcing a 10% price increase.
Elon Musk Reveals Grok 3 AI Chatbot 2/19/2025
The model was trained on 200,000 GPUs and beats its rivals in math, science, and coding benchmarks, Musk says. It appears to coincide with a price hike on X Premium+ accounts.
TSMC Will Not Take Over Intel Operations, Observers Say 2/19/2025
The reported plan to pair TSMC with Intel will fizzle, according to Handel Jones, CEO of International Business Strategies (IBS), which advises electronics companies and investors.
Micron plans 12-layer HBM3E production for Nvidia 2/19/2025
According to reports from Seoul Economic Daily and Business Korea, Micron is making significant progress with its 12-layer HBM3E technology. Following sample distribution to customers in 2024, Micron's CFO Mark Murphy highlighted at a Wolfe Research event that their 12-layer HBM3E products achieve 20% less power consumption while delivering 50% more capacity compared to competitors' 8-layer versions.
Nvidia in talks to commercialize memory standard 2/19/2025
Nvidia is said to be in confidential discussions with Samsung Electronics and SK Hynix to commercialize SOCAMM, a new memory standard being called the "second high-bandwidth memory." SOCAMM, a DRAM module, enhances performance for personal AI supercomputers with superior cost performance and a compact design.
Intel's strategy shifts aimed at turning company arond 2/18/2025
“Intel’s new co-CEOs hosted their first conference call with commentary balanced and realistic, highlighting the meaningful challenges ahead at Intel and the view that there are no quick fixes, unfortunately,”
Data Center AI to Drive Growth of Semiconductor Industry in 2025 2/18/2025
Two long-term technological trends at play are expected to drive growth in the global economy for the rest of this decade and beyond.
Keysight Joins Forces with the EU to Drive Innovation in 6G 2/18/2025
Keysight is enhancing Europe's 6G research and innovation landscape by participating in two SNS-JU projects.
AI Server Growth Faces Uncertainties in 2025 2/18/2025
Multiple factors, including US chip restrictions, the DeepSeek effect, and supply chain readiness, could impact AI server shipments in 2025.
SK Hynix's North American revenue more than double in 2024 2/17/2025
Semiconductor companies saw the largest revenue growth. SK Hynix's cumulative North American revenue from the first three quarters of 2023 totaled KRW9.7 trillion and more than doubled in the first three quarters of 2024, reaching KRW27.3 trillion.
Arm reportedly plans to become a chip manufacturer 2/17/2025
Arm’s CPU architecture is simpler, customizable and energy efficient, enabling it to garner a 99% market share in mobile devices because it’s better for battery-powered gadgets. In contrast, x86 is meant for higher-performance computing.
TikTok Returns to Apple App Store, Google Play Store in the US 2/17/2025
After Attorney General Pam Bondi said she would not impose fines for hosting TikTok, Apple and Google have made the app available for download once again.
Apple's "budget" smartphone is due for an update 2/17/2025
The tweet doesn't give away any other solid clues, but Bloomberg's Mark Gurman said on Tuesday that a "new iPhone SE is still imminent and should be announced by next week."
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