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| Microsoft's early lead in artificial intelligence |
1/29/2024 |
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The software heavyweight's stock market value poised to pull decisively ahead of Apple's over the next five years, 13 institutional investors unanimously agreed ahead of the tech titans' quarterly results this week.
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| Huawei debuts independent HarmonyOS NEXT. |
1/26/2024 |
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Huawei Technologies has released a stand-alone operating system as it moves away from the Android Open Source Project. HarmonyOS NEXT aims to cater to the Chinese market and more than 200 native apps are currently being developed for the operating system
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| NIKO Semiconductor predicts AI PCs, NEVs to Shine in 2024 |
1/24/2024 |
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Specializing in PC products such as motherboards, laptops, tablets, and peripheral power devices, NIKO Semiconductor is well-prepared to capitalize on this trend by aggressively entering the AI PC power management components market.
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| Intel, Nvidia move up in chip revenue ranking |
1/23/2024 |
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Intel Corp. to reclaim its position as the world’s top semiconductor supplier in terms of revenue, surpassing Samsung Electronics Co. Ltd., which came in first one year earlier. Nvidia Corp. also made an impressive climb in the rankings, breaking into the top five for the first time.
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| OpenAI CEO Sam Altman rounding up investors for chip plants |
1/23/2024 |
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OpenAI CEO Sam Altman is said to be working to raise funding for a network of chipmaking facilities, according to a report. G42 and SoftBank Group are reportedly in talks about the project, which could involve leading chip manufacturers.
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| Intel CEO Pat Gelsinger says China is majorly behind in chip manufacturing |
1/23/2024 |
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Intel CEO Pat Gelsinger said there is a "10-year gap" between China's chip manufacturing and the rest of the industry, and export controls are likely to keep that in place. "It's not like China is not going to keep innovating, but this is a highly interconnected industry," Gelsinger said.
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| Nokia putting almost $400M toward chips, AI in Germany |
1/22/2024 |
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Nokia said that this new investment will be made at its Ulm and Nuremberg sites, as part of a European Commission Important Projects of Common European Interest (IPCEI) initiative. The investment will be funded by Nokia and the German Federal Ministry of Economics and Climate Protection (BMWK) and the German states of Baden-Württemberg and Bavaria.
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| Global Chip Sales Up 5.3% in November |
1/22/2024 |
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Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. SIA represents 99% of the U.S. semiconductor industry by revenue and nearly two-thirds of non-U.S. chip firms.
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| Micron intros lineup of memory sticks based on LPDDR5X |
1/12/2024 |
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Micron Technology is introducing low-power compression attached memory modules for laptops and desktops. The LPCAMM2 memory sticks are based on LPDDR5X memory and come in capacities of 16, 32 and 64 gigabytes.
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| Global chip sales increased 5.3% to $48B in Nov. |
1/12/2024 |
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Semiconductor revenue worldwide amounted to $48 billion in November last year in a 5.3% increase from a year earlier, according to the Washington-based Semiconductor Industry Association. From a month earlier, sales rose 2.9%, a more moderate increase compared with October.
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| Ambarella debuts SoC to bring generative AI to edge |
1/12/2024 |
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Chip developer Ambarella is introducing its N1 system-on-chip series at CES with the aim of bringing generative AI to on-premise hardware and edge endpoint devices. The company says the SoC runs multimodal large language models more efficiently than graphics processing unit leaders.
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