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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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| US, EU looking toward AI for chip chemical alternatives |
4/5/2024 |
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The US and EU are pledging to find alternatives to forever chemicals used in chipmaking and plan to use AI and digital twins to research the issue, according to a draft statement. Per- and poly-fluoroalkyl substances are used widely across industries and persist in food and water supplies.
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| TSMC evaluates disruptions after earthquake in Taiwan |
4/4/2024 |
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“There is no damage to our critical tools including all of our extreme ultraviolet lithography tools,” the company said in a statement late Wednesday. A small number of tools were damaged at some facilities, but the company is deploying all available resources to ensure a full recovery.
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| Intel reports foundry losses; CEO predicts upturn |
4/4/2024 |
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Intel, for the first time, has isolated its foundry business in its financial results, reporting a $7 billion operating loss in 2023, up from $5.2 billion in losses the previous year. Sales were $18.9 billion last year, down from $27.5 billion in 2022, but CEO Pat Gelsinger predicted that "Intel Foundry is going to drive considerable earnings growth for Intel over time.
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| NAND flash market prices continue to rise |
4/3/2024 |
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NAND flash contract price increases are expected to continue in the second quarter, according to TrendForce projections, with client solid state drive prices rising to 15%, which is down from the price hike in Q1. Enterprise SSD prices are forecast to increase 20% to 25%,
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| Japan to work with EU on advanced materials to curb China dependence |
4/2/2024 |
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Under what has been tentatively called the Dialogue on Advanced Materials, the sides will launch regular discussions on proposals for collaboration, mainly between secretariats. Institutions in Japan and Europe conducting research in cutting-edge materials will also be involved.
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| SK Hynix reaches $100B market value amid AI demand |
4/2/2024 |
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SK Hynix is now the second largest company in South Korea after Samsung Electronics as demand for high-bandwidth memory has surged for use in AI. The chipmaker saw its market capitalization top $100 billion.
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| AST to Build FC-BGA Substrate Facility in Singapore |
4/2/2024 |
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Advanced Substrate Technologies Pte Ltd (AST) recently broke ground for the construction of its new factory on Pesawat Drive near Jurong Lake District. AST is the Singapore-based subsidiary of TOPPAN Holdings Inc., a Japanese pioneer in printing technologies and a leading supplier of high quality Flip Chip Ball Grid Array (FC-BGA) substrates.
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