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Microsoft is Intel’s newest chip foundry customer 3/5/2024
The semiconductor maker is pushing to build out its advanced chip infrastructure as it finalizes its CHIPS and Science Act funding.
Bernreuter: Polysilicon shipments into China were down 28.5% last year 3/4/2024
According to the head of Bernreuter Research, Johannes Bernreuter, the decline comes as leading non-Chinese polysilicon manufacturers Wacker, Hemlock Semiconductor, and OCI Malaysia increasingly shift their shipments from China to Vietnam, which is where three of the four largest Chinese PV module suppliers have set up wafer plants.
Subsidies, demand help SMIC shake off US sanctions 3/4/2024
US sanctions have had little effect on Semiconductor Manufacturing International Corp. as China's largest foundry estimates a 2% quarter-over-quarter revenue increase in Q1. Supported by government policies and demand from Huawei, SMIC is augmenting its 12-inch wafer production lines to feed Huawei's 7-nanometer chips and the upcoming 5nm models.
Apple has big plans in AI arena 3/4/2024
CEO Tim Cook has indicated the company is shifting resources to focus on generative AI, promising to "break new ground" and "unlock transformative opportunities for our users." Cook recently told shareholders that "every Mac powered by Apple silicon is an extraordinarily capable AI machine.
SK Siltron scores $544M in federal money to expand chip production 3/4/2024
The chipmaker plans to expand silicon carbide wafer manufacturing capacity at its Bay City, Michigan site.
Samsung’s new microSD card is faster than some SSDs 3/1/2024
Samsung Electronics has unveiled its first SD Express card, the 256GB SD Express microSD, which boasts speeds of up to 800 Mbps or faster than some solid-state drives. The microSD card uses Dynamic Thermal Guard technology for heat management, Samsung says.
India OKs construction of 3 chip plants worth $15.2B 3/1/2024
India has approved the construction of three semiconductor plants collectively valued at $15.2 billion. Tata Group and CG Power are two companies that have committed to setting up chipmaking and chip packaging plants in the country.
White House unveils $300M in CHIPS funding for advanced packaging 3/1/2024
The money is the third funding opportunity under Biden’s CHIPS for America program, part of a broader effort to bolster the country’s semiconductor R&D.
Hyundai moves up Georgia EV factory timeline 3/1/2024
The new plant will now begin production in Q4 of this year, months earlier than expected.
Qualcomm unveils its networking chips, AI Hub bundle 2/29/2024
Qualcomm introduced its latest 5G and Wi-Fi networking chips, the Snapdragon X80 5G Modem-RF System and FastConnect 7900 target mobile devices. Qualcomm also unveiled the AI Hub, which optimizes 75 models to run on its processors for PCs, smart cars and handsets, including virtual reality handsets.
Samsung unveils 36GB 12-stack HBM3E DRAM chip 2/29/2024
Samsung Electronics has developed the highest capacity high-bandwidth memory product with an industry-first 12-stack HBM3E DRAM. The HBM3E 12H has a capacity of 36GB with bandwidth up to 1,280 gigabytes per second.
India Riding Wave of Confidence with Chip Design Ecosystem 2/29/2024
After years of experience as the design center for the major global chip companies, India’s startup ecosystem is riding a wave of confidence, as the country’s policymakers have fast-tracked policies to boost the ecosystem both around design and manufacturing.
Applied Materials Investing in VVDN Technologies 2/29/2024
The strategic growth funding from Applied Ventures can enable VVDN to expand the R&D of next-generation semiconductor technologies as well as electronic products and solutions.
Micron unveils tiny UFS 4.0 storage with 1TB capacity 2/28/2024
Micron Technology is offering PCIe speeds with its latest solid-state drive on a 9mm x 13 mm package. The UFS 4.0 mobile storage offers 1 terabyte of capacity and aims to speed up data-intensive work such as AI.
DigiKey Puts Spotlight on Future of Farming 2/28/2024
Season 3 of DigiKey's Farm Different video series provides a look into the future of farming to determine what innovations will power the next generation of global food production.
FTC to block grocer Kroger's $25 billion acquisition of Albertsons 2/28/2024
The Federal Trade Commission's bid to block grocer Kroger's $25 billion acquisition of Albertsons could benefit Walmart, a rival whose close relationships with suppliers already gives it a price advantage over other chains.
Apple has canceled work on its electric car 2/28/2024
Apple has canceled work on its electric car, a source familiar with the matter told Reuters, a decade after the iPhone maker kicked off the project.
Samsung to join AI-RAN Alliance for 6G research 2/27/2024
Samsung Electronics is joining the AI-RAN Alliance, a global effort to develop AI-powered 6G technology. Nvidia, Arm and Microsoft are founding members of the group.
SK Siltron scores $544M in federal money to expand chip production 2/27/2024
The chipmaker plans to expand silicon carbide wafer manufacturing capacity at its Bay City, Michigan site.
Japan's core consumer inflation slowed for a third straight month 2/27/2024
Japan's core consumer inflation slowed for a third straight month in January but beat forecasts and held at the central bank's 2% target, keeping alive expectations it will end negative interest rates by April.
Russia ordered a six-month ban on gasoline exports from March 1 2/27/2024
Russia ordered a six-month ban on gasoline exports from March 1 to keep prices stable amid rising demand from consumers and farmers and to allow for maintenance of refineries in the world's second largest oil exporter.
iPhone Hits Record 50% Revenue Share on US, India and Emerging Markets 2/26/2024
Apple Inc. led the market with a 50% share of global smartphone revenues, its highest-ever for a full year. This contributed to the ongoing premiumization trend with one in every four smartphones shipped in 2023 wholesaling for more than $600.
Analog Devices Expands Partnership with TSMC 2/26/2024
Analog Devices has made a special arrangement with TSMC to supply long-term wafer capacity through its majority-owned subsidiary JASM.
TSMC Inaugurates JASM in Japan 2/26/2024
TSMC held last Saturday the opening ceremony for its majority-owned subsidiary JASM in Kumamoto Prefecture, Japan.
Meta will set up a team to tackle disinformation and the abuse of generative artificial intelligence 2/26/2024
Facebook owner Meta will set up a team to tackle disinformation and the abuse of generative artificial intelligence in the run-up to European Parliament elections in June amid concerns about election interference and misleading AI-generated content.
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