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| Micron works on workforce diversity as it enters N.Y. |
3/11/2024 |
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Micron Technology has pledged $100 billion to its upcoming chip fabrication plants in Central and Upstate New York. Fran Dillard, chief diversity inclusion officer at Micron, says the company is working on its workforce diversity strategy and hopes to see more women joining the industry.
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| SK Hynix looks to solidify HBM market lead with $1B investment |
3/8/2024 |
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Lee Kang-Wook, a former Samsung Electronics Co. engineer who now heads up packaging development at SK Hynix. Innovation with that process is at the heart of HBM’s advantage as the most sought-after AI memory, and further advances will be key to reducing power consumption, driving performance and cementing the company’s lead in the HBM market.
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| JEDEC publishes GDDR7 graphics memory standard |
3/8/2024 |
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JEDEC has published memory standard specifications for the GDDR7, which is expected to see a major boost in bandwidth over previous generations. Nvidia's Blackwell and Advanced Micro Devices' RDNA 4 are likely to use GDDR7 in upcoming releases.
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| AI chipsets to top 1.8B shipments by 2030 |
3/7/2024 |
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Shipments of AI chipsets are expected to grow to more than 1.8 billion by the end of the decade, spurred by generative AI demand, according to ABI Research. Heterogeneous AI chipsets will be needed as AI applications move to devices and away from the cloud, says ABI analyst Paul Schell.
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| Intel spinning off FPGA company Altera |
3/6/2024 |
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Intel has spun off its field-programmable gate array company, Altera, which will operate independently while maintaining a strategic collaboration with Intel. Altera plans to focus on FPGA solutions for traditional sectors plus AI, cloud and edge computing.
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| Global Chip Sales Up 15% YoY in January |
3/6/2024 |
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Global semiconductor industry sales totaled $47.6 billion during the month of January 2024, an increase of 15.2% compared to the January 2023 total of $41.3 billion, but a decrease of 2.1% from the December 2023 total of $48.7 billion.
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| US can house complete chip supply chain |
3/5/2024 |
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Commerce Secretary Gina Raimondo says the US is aiming to manufacture one-fifth of the global advanced logic chips by 2030. The US "can become the home to the entire silicon supply chain for the production of these leading-edge chips -- from polysilicon production to wafer manufacturing to fabrication to advanced packaging,"
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| Bernreuter: Polysilicon shipments into China were down 28.5% last year |
3/4/2024 |
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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.
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| Subsidies, demand help SMIC shake off US sanctions |
3/4/2024 |
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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.
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| Apple has big plans in AI arena |
3/4/2024 |
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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.
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| Samsung’s new microSD card is faster than some SSDs |
3/1/2024 |
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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.
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| India OKs construction of 3 chip plants worth $15.2B |
3/1/2024 |
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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.
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