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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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| Nvidia touts consumer graphics chips for AI at home |
1/11/2024 |
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Nvidia has released its latest graphics processing units -- the RTX 4060 Super, RTX 4070 Ti Super and RTX 4080 Super -- and is pitching the consumer GPUs for "local" AI use rather than in the cloud. The chips are set to compete with similar local AI technology from Qualcomm, Advanced Micro Devices and Intel.
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| Samsung to focus on tailored memory chips, Compute Express Link |
1/11/2024 |
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Samsung Electronics revealed plans to enhance its lineup of memory semiconductors used in various areas including cloud, on-device artificial intelligence, and vehicles by introducing tailored high-bandwidth memory (HBM) and other future solutions.
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| SK Hynix sees AI demand, HBM lifting its status |
1/10/2024 |
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SK Hynix CEO Kwak Noh-jung says demand for AI memory will likely double the company's value within three years. SK Hynix's high bandwidth memory products, used in Nvidia's AI accelerators, will center its strategy as it strives to remain a leader.
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| Taiwan choma explore new areas in testing |
1/10/2024 |
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2023 is a year of transformation,” says Eugene Lin, Vice President of Chroma ATE Inc., a Taiwan-based supplier of precision test and measurement instrumentation, automated test systems, and intelligent manufacturing systems and turnkey solutions.
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| SSD prices will go up as much as 50% in 2024, reports say |
1/9/2024 |
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>It is highlighted by Chinese industry experts that the SSD market is ready to combat with negative financial results, that have been pouring in for the past several quarters. After an aggressive wave of production cutdowns, manufacturers have started to increase NAND flash memory pricing, and they have already taken into effect.
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| SK Group leader calls for chipmaker to adapt strategy |
1/9/2024 |
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SK Group Chairman Chey Tae-won says the company's chipmaking division will need to adapt to succeed in "the rapidly changing cycles" of the chip industry. Chey pointed to AI memory chips and high bandwidth memory as growth drivers.
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| Scientists in China to scale multi-chiplet to 1,600-core chips |
1/8/2024 |
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Scientists from the Institute of Computing Technology at the Chinese Academy of Sciences introduced an advanced 256-core multi-chiplet and have plans to scale the design up to 1,600-core chips that employ an entire wafer as one compute device.
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| US chip industry seeks special visa to close talent gap |
1/8/2024 |
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The US semiconductor industry is aiming to attract talent from overseas by proposing the US adapt its H-1B visa system with an industry-specific "chipmaker's visa" to streamline the process. SEMI's Royal Kastens says, "The government recognizes there is a talent shortage specific to our industry, and that it is going to take a combination of both efficient immigration policy, as well as investing in STEM programs and other programs, to help grow a workforce.
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| Key Foundry Rebrands to ‘SK keyfoundry’ |
1/8/2024 |
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Key Foundry, an 8-inch pure-play foundry in Korea, has changed its corporate name to SK keyfoundry. The new name went into effect starting January 1, 2024.
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| Intel launches Articul8 AI entity with DigitalBridge |
1/5/2024 |
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Intel, backed by DigitalBridge, is spinning out Articul8 AI, a platform company focusing on enterprise generative AI software. The entity follows a collaboration between Intel and Boston Consulting Group last year that put Intel's AI system in BCG's data centers for security.
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| Technology forecast for 2024 |
1/5/2024 |
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My look back at the past year, on the other hand, was more comprehensive than it had been before, thanks to the ordering flip-flop. And so, we’re continuing with the updated cadence again this year. Without further ado…
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| SK Hynix sets $1B target for bond deal |
1/4/2024 |
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SK Hynix aims to raise $1 billion in a bond deal after reporting operating losses of more than $6 billion in the first three quarters of last year. The memory chipmaker plans to unveil its ultra-high-performance memory technology, including its HBM3E chips, next week at CES.
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| Chip capacity on track for 30M wafers per month |
1/4/2024 |
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Global semiconductor capacity will likely exceed 30 million wafers per month this year, a 6.4% increase over 2023, according to SEMI's quarterly World Fab Forecast. The report points to market demand tied to high-performance computing, generative AI and government incentives for driving the surge.
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