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| DRAM Price Increase Expected to Narrow to 3–8% in 2Q 2024 |
4/15/2024 |
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As they continue to improve their situations by boosting capacity utilization rates, the overall demand outlook for this year remains tepid. Additionally, significant price increases by suppliers since the fourth quarter of last year (4Q 2023) are expected to further diminish the momentum for inventory restocking.
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| Foxconn weighs rotating leadership, sources say |
4/12/2024 |
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Foxconn is considering a rotating system of chief executives as it overhauls its management, sources say. The strategy can promote teamwork and develop talent, and follows calls from investors to increase corporate governance, analysts say.
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| Huawei releasing 5nm Kirin chip made by SMIC |
4/11/2024 |
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Huawei Technologies is set to release a Kirin chip that uses a 5-nanometer process node made by SMIC, according to a report. Huawei is also reported to be developing Kirin chips with a 64-bit structure.
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| Microsoft investing $2.9B in data centers in Japan |
4/11/2024 |
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Microsoft Corp. will invest $2.9 billion over the next two years to boost its hyperscale cloud computing and artificial intelligence infrastructure in Japan, marking its biggest investment in the country.
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| Boeing delivery orders sluggish |
4/11/2024 |
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The aircraft maker delivered only 83 commercial aircraft as it slows production in an attempt to fix quality issues.
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| Samsung to get up to $6.6B in US chip subsidies for Texas facilities |
4/10/2024 |
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The subsidy, which will be unveiled by Commerce Department Secretary Gina Raimondo, will go toward construction of four facilities in Taylor, including one $17 billion chipmaking plant that Samsung announced in 2021, another factory, an advanced packaging facility and a research and development center.
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| South Korea banking on AI with $7B investment |
4/10/2024 |
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South Korean President Yoon Suk Yeol says the country is investing $6.94 billion in AI by 2027 to maintain its global edge in semiconductors. South Korea's chip exports hit $11.7 billion last month, and the country plans to focus on artificial neural processing units and high-bandwidth memory chips, according to the government
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| What is AI Good For? |
4/10/2024 |
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We are just now entering into the AI Era and are still in the early stages.
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| Samsung set to announce 2nd fab in Texas |
4/9/2024 |
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Samsung Electronics is planning to announce a second fab in Taylor, Texas, bringing its total investment there to $44 billion. The facility is expected to focus on high-bandwidth memory.
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| Samsung sees profit rebound on stronger memory demand |
4/8/2024 |
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Samsung Electronics ended quarterly profit declines in the first quarter, beating analyst estimates for a preliminary operating profit of $4.9 billion. Memory chip demand and stronger pricing helped the company's revenue increase, though totals were short of expectations.
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| Samsung unveils plans for 3D DRAM, sub-10nm process |
4/5/2024 |
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Samsung is planning for its first 3D DRAM node within a few years and a stacked DRAM process technology in the early 2030s, according to a road map released last week. A sub-10-nanometer DRAM fabrication process appears to be two generations beyond Samsung's 5th Generation 10nm-class (12nm) technology from 2023.
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