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Tuesday, December 3, 2024

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Samsung Electronics to expand chip packaging facilities for HBM 11/13/2024
Samsung to convert LCD plant to HBM chip fab in South Korea
4 manufacturing issues to watch under a new Trump administration 11/13/2024
President-elect Donald Trump’s agenda could mean raised tariffs, lower taxes and curtailed clean energy subsidies.
Wi-Fi Chipset Market Forecast to Grow 12% YoY in 2025 11/13/2024
The Wi-Fi chipset market is expected to increase by 12% YoY in 2025, according to Counterpoint Research.
Apple's Next Big Move Could Be Home Security Cameras 11/13/2024
Analyst Ming-Chi Kuo reports Apple has finalized a supplier for the security cameras, with mass production set to begin in 2026.
Gorilla Glass maker Corning to receive up to $32 million under CHIPS Act 11/12/2024
The announcement comes just days after the European Commission opened an antitrust investigation into Corning over whether it uses exclusive supply agreements to stifle competition.
US ordered TSMC to halt shipments to China of chips used in AI applications 11/12/2024
Taiwan Semiconductor Manufacturing Co. was reportedly ordered by the Commerce Department to stop shipping chips used in AI applications and graphics processing units made with 7-nanometer or better technology to Chinese companies.
TI MCUs Enable Edge AI and Real-Time Control 11/12/2024
TI's new MCUs deliver advancements to help engineers achieve more intelligent and secure processing in automotive and industrial applications.
Apple Now Offers Self-Repair Parts 11/12/2024
Apple warns that only those 'experienced with the complexities of repairing electronic devices' should attempt self-service repair.
TSMC and GlobalFoundries Finish Talks Over Chips Act Awards 11/11/2024
Taiwan Semiconductor Manufacturing Co. and GlobalFoundries have finalized binding agreements for funding under the CHIPS and Science Act, according to sources, with TSMC receiving $6.6 billion in grants and $5 billion in loans for its Arizona fab, and GlobalFoundries obtaining $1.5 billion in grants and $1.6 billion in loans for projects in New York and Vermont.
Weak Consumer Demand Causes 28% Drop in 2023 DRAM Module Revenue 11/11/2024
The global revenue for the DRAM module market reached $12.5 billion in 2023—a YoY decline of 28%, according to TrendForce.
AMD's Desktop CPU Shipments Jump 10 Percentage Points in a Year 11/11/2024
AMD makes significant gains against Intel, which has struggled all year amid layoffs and a CPU voltage bug.
Australia Moves to Ban Social Media for Kids Under 16 11/11/2024
Experts question its effectiveness, citing tools that can circumvent age verification.
Huawei's recruiters target TSMC engineers 11/8/2024
Huawei is reportedly looking to recruit Taiwanese semiconductor engineers, including Taiwan Semiconductor Manufacturing Co. engineers, by offering triple salaries. Engineers are concerned about long-term career prospects and potential legal issues if they accept such an offer. TSMC has responded with salary increases and stricter confidentiality measures to retain talent.
Qualcomm pops on chipmaker’s earnings and revenue beat 11/8/2024
Qualcomm reported fourth-quarter earnings on Wednesday that beat Wall Street expectations for earnings and revenue, and guided to a strong December quarter. The stock popped in extended trading. Qualcomm’s board approved $15 billion in additional share repurchases.
Elon Musk's Mars dream could get boost from Trump victory 11/8/2024
Elon Musk's dream of transporting humans to Mars will become a bigger national priority under the Trump administration, sources said, signaling big changes for NASA's moon program and a boost for Musk's SpaceX.
imec Launches Automotive Chiplet Program 11/8/2024
imec has welcomed the first companies that have committed to join its Automotive Chiplet Program (ACP).
Japan's Kioxia Sees Flash Memory Demand Almost Tripling by 2028 11/7/2024
Kioxia said on Tuesday it expects demand for flash memory to increase by about 2.7 times in the five years to 2028 on the back of the boom in artificial intelligence.
Global Tablet Shipments Up 20% in 3Q 2024 11/7/2024
Worldwide tablet shipments grew by 20.4% in the third quarter of 2024, totaling 39.6 million units, according to IDC.
Tesla Ditches Plans for $25,000 EV 11/7/2024
According to Tesla, "what matters [now] is lowest cost per mile of efficiency." Musk said the Cybercab will be around $25,000 to produce and available to purchase in some capacity,
Cellular Starlink Connected 27,000+ Phones in Areas Hit by Hurricanes 11/7/2024
The company's 'direct-to-cell' Starlink satellites also transmitted more than 250,000 SMS texts.
TSMC to kick off 4-nm production at Ariz. facility in December 11/6/2024
The investment for the two phases totals approximately US$40 billion (NT$1.27 trillion), making it one of the largest foreign direct investment projects in US history, per IEK. The third fab is expected to adopt the 2 nm or A16 process, with mass production slated for 2030.
For the first time ever, AMD outsells Intel in the datacenter space 11/6/2024
AMD's data center business CPU revenue has surpassed Intel's for the first time, with AMD reporting $3.55 billion in revenue for the unit in the third quarter, compared with $3.3 billion for Intel's comparable unit.
Avilon Intelligence Soars at AIoT Taiwan with Cutting-Edge Indoor Drone Tech 11/6/2024
Avilon Intelligence showcased indoor drone technology and autonomous inventory management solutions at the recent Taitronics and AIoT Taiwan.
Transformative Impact of AI on Digital Healthcare 11/6/2024
As AI continues to grow in healthcare, there are more diverse and transformative applications being developed.
Global Smartphone Market Sees Best Quarter Since 2021 11/5/2024
Experts think that Apple's long-awaited AI offering Apple Intelligence could be encouraging some consumers to upgrade to newer iPhones.
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