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Verizon Buys Frontier for $20 Billion to Boost Fios, Expand Network 9/6/2024 Frontier's fiber cable network will be added to Verizon's Fios network, increasing Verizon's fiber footprint across the US. SK Hynix to start mass producing HBM3E 12-layer chips this month 9/5/2024 In July, the South Korean company disclosed plans to ship the next versions of HBM chips - the 12-layer HBM3E - starting in the fourth quarter and the HBM4 starting in the second half of 2025. Americas Overtake China in Semiconductor Chip Sales 9/5/2024 The Semiconductor Industry Association reported that global semiconductor sales reached $51.3 billion in July, marking an 18.7% increase from July 2023 and a 2.7% rise from June 2024. Chip sales in the Americas increased to $15.4 billion, outpacing China's $15.2 billion and marking the first time in five years the Americas came out on top. Strong Uptake of Android Phones in China 9/5/2024 The 12% growth in 1Q 2024, followed by 9% growth in 2Q, has brought improved optimism about how 2024 will play out in 2H 2024. TI Display Controller Enables 4K UHD Projectors 9/5/2024 Texas Instruments has launched a new display controller to enable the smallest, fastest and lowest-power 4KUHD projectors ever. Subsidy Delays and Rising Costs Hamper Samsung's $44 Billion Semiconductor Project in Texas 9/4/2024 The company broke ground on the Taylor plant in the first half of 2022, but as of the end of last year, the construction progress rate was only 59.7% Foundry revenues rose in Q2 with TSMC, Samsung leading 9/4/2024 Foundry revenues saw a boost in the second quarter, and the top five positions remained unchanged, with Taiwan Semiconductor Manufacturing Co. and Samsung Electronics at the top. TSMC achieved a 10.5% revenue increase to $20.82 billion, and Samsung's revenue rose 14.2% to $3.83 billion. SMIC, UMC and GlobalFoundries rounded out the top five spots. Intel CEO to pitch board on plans to shed assets, cut costs, source says 9/4/2024 *Intel CEO Pat Gelsinger and other executives to present plans to trim down company *CEO will present ideas at mid-September meeting, *Plans could include selling Altera programmable chip unit, sources say *Capital spending cuts may include German factory expected to cost $32 billion, source says *Intel has retained Morgan Stanley and Goldman Sachs to advise on asset sales Musk's xAI Supercomputer Goes Online With 100,000 Nvidia GPUs 9/4/2024 Harnessing Nvidia's H100 GPUs, Musk's startup was able to assemble the supercomputer for AI training in a mere four months. Automotive Chip Market Forecast to Reach $88B by 2027 9/3/2024 As the value of semiconductors per vehicle continues to rise, IC companies will become increasingly critical to the automotive supply chain. STMicroelectronics Shows Support of RISC-V by Joining Quintauris as Sixth Shareholder 9/3/2024 STMicroelectronics joins other Quintauris shareholders, including Bosch, Infineon, Nordic Semiconductor, NXP Semiconductors, and Qualcomm. ZT Acquisition Strengthens AMD’s Data Center AI Systems 9/3/2024 AMD has taken another significant step towards providing full stack, vertically integrated AI system solutions. AGC Technical Service Site in Taiwan Focuses on Chemical Products for Chips, Electronic Materials 9/3/2024 AGC aims to strengthen its marketing activities and provide timely technical services in the region. The center will enable agile evaluation and analysis of chemical products to meet customers’ manufacturing and development requirements. GlobalFoundries, Finwave collaborate on GaN-on-Si technology 9/2/2024 Finwave claims that its technology delivers excellent gain and efficiency at sub-5V voltages, while ensuring high uniformity across 200mm wafers. Intel Considers Options Such as a Foundry Split; Shares Soar 9/2/2024 The company's foundry division remains financially challenged, and CEO Pat Gelsinger's ambitious turnaround plan has faced setbacks, leading to job cuts, reduced capital spending and suspension of dividends. OpenAI, Anthropic Agree to Give Feds Early Access to AI Models 9/2/2024 The comes as OpenAI is reportedly giving US officials an early look at a cutting-edge AI model called 'Strawberry,' which features better reasoning capabilities. Cable Providers Top Telecom Rivals for Internet Reliability 9/2/2024 Spectrum and Xfinity score better in an Opensignal survey of fixed-broadband service, in part because it lumps in AT&T and Verizon’s fiber services with their slower residential offerings. Rapidus pursues US$690 million loan to achieve 2nm chip production by 2027 8/30/2024 Rapidus is seeking a loan of about $690 million to support the trial and mass production of its 2-nanometer chips by 2027. The company, backed by firms such as Toyota and Sony, faces a funding gap for its trial production phase. $30bn Q2 for Nvidia 8/30/2024 Nvidia reported record second-quarter revenue of $30 billion, a 15% increase from the previous quarter and a 122% rise year-over-year. CEO Jensen Huang attributed the growth to strong demand for Hopper and anticipation for Blackwell. Tesla asked Canada for lower tariff on China-made EVs 8/30/2024 Tesla approached Canada before the official announcement. The automaker asked for a rate similar to what it received in the European Union, the source said. Toyo Solar to build US solar factory 8/30/2024 The Japan-based company is quickening its manufacturing plans in the country as it anticipates a potential global trade tariff increase on solar module imports. SK hynix Develops Industry’s First 16Gb DDR5 Using 1c Node 8/29/2024 The success marks the beginning of the extreme scaling to the level closer to 10nm in the memory process technology. IBM introduces chips for next-gen mainframes 8/29/2024 IBM has introduced the Telum II processor and Spyre AI Accelerator to improve the performance of its mainframe systems. The chips are expected to be available early next year and support IBM's next-generation Z systems. Samsung-Qualcomm collaboration deepens with LPDDR4X 8/29/2024 Samsung Electronics has obtained certification for its LPDDR4X automotive memory to be integrated in Qualcomm's Snapdragon Digital Chassis platform. Samsung plans to challenge Micron Technology's market lead by mass-producing next-generation LPDDR5 memory for Qualcomm's future platforms. China restrictions on rare earths has caused pricing to double over the past year 8/29/2024 Gallium and germanium have become significantly more expensive. — critical elements are used in processors, solar cells, and more.  26  |  27  |  28  |  29  |  30  |  31  |  32  |  33  |  34  |  35

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