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AI chip race: Samsung reportedly turns to MUF tech 3/14/2024
Samsung Electronics is going to use the molded underfill chipmaking technique for its high bandwidth memory chips ad interest in generative AI heats up, sources say. Rival SK Hynix made the switch to mass reflow molded underfill to address production issues with non-conductive film.
Global Server Shipments Edge Higher by 2% in 2024 3/14/2024
Due to persistently high inflation and elevated corporate financing costs curtailing capital expenditures, overall demand has not yet returned to pre-pandemic growth levels.
rendForce forecasts a significant turning point for the LED lighting market in 2024 3/14/2024
As an estimated quantity of 5.8 billion LED lamps and luminaires reach the end of their lifespan. This milestone is set to trigger a substantial wave of secondary replacements, breathing new life into the market and boosting total LED lighting demand to an impressive 13.4 billion units.
Soaring SSD prices could hobble NAND flash industry with reduced demand, Phison CEO cautions 3/13/2024
Further NAND price hikes could seriously reduce demand Instead of allowing demand to outstrip supply, Pua says manufacturers should try and meet demand with increased production.
Hyundai developing auto chips on 5nm process 3/13/2024
Hyundai Motor is designing auto chips based on the 5-nanometer process for advanced driver assistance systems in software defined vehicles, according to one report. Hyundai is said to be working with design solution providers and is expected to collaborate with Samsung Electronics or Taiwan Semiconductor Manufacturing Co.
IFS’ Stuart Pann Sees Advanced Packaging as “On Ramp” to Growth 3/13/2024
He said that demand will be an “on ramp” to customers using more advanced packaging services and Intel’s latest 18A process node when it becomes commercially available next year.
ADI and BMW Group Partner on 10MB Ethernet for Automotive 3/13/2024
Automotive Ethernet connectivity is a key enabler of new, zonal architectures in automotive design and supports automotive megatrends such as software-defined vehicles. The BMW Group will be a leading original equipment manufacturer (OEM) to implement the technology, leveraging ADI’s E²B for their ambient lighting system design in the vehicles of the BMW Group in the future.
Nvidia CEO says AI could pass human tests in five years 3/12/2024
Huang said that the answer largely depends on how the goal is defined. If the definition is the ability to pass human tests, Huang said, artificial general intelligence (AGI) will arrive soon.
Singapore-based Silicon Box investing $3.5B in chip factory in Italy 3/12/2024
More broadly, Europe and the US are increasingly seeking to bolster national output of chips to reduce the reliance on Asian facilities and to avert the risk of supply shortages build a factory in the country.
Nordic Semiconductor Expands Cellular IoT Device Lineup 3/12/2024
The nRF9151 further enhances Nordic’s end-to-end cellular IoT solution, which encompasses hardware, software, tools, and nRF Cloud Services, providing advanced capabilities and seamless integration to significantly simplify the development process.
TI Commits to 100% Renewable Energy Worldwide by 2030 3/12/2024
Texas Instruments aims reach 100% use of renewable electricity in its worldwide .
Huawei, SMIC used US tech for 7nm chip 3/11/2024
Huawei Technologies and Semiconductor Manufacturing International Corp. reportedly used technology from US companies Applied Materials and Lam Research to make a 7-nanometer chip in 2023, sources say. Huawei's Mate 60 Pro was seen as a breakthrough as China looks to replace foreign components for semiconductors.
Micron works on workforce diversity as it enters N.Y. 3/11/2024
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.
Corning to build $900M solar component facility in Michigan 3/11/2024
The Solar Technology plant will create over 1,100 jobs in Richland Township.
Rivian halts construction on $5B Georgia EV facility 3/11/2024
The electric vehicle maker plans to produce its R2 model at its Illinois facility instead, starting in the first half of 2026.
SK Hynix looks to solidify HBM market lead with $1B investment 3/8/2024
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.
JEDEC publishes GDDR7 graphics memory standard 3/8/2024
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.
Huawei, Amazon sign patent-licensing deal, end litigation 3/8/2024
The Chinese firm had ended lawsuits brought against Amazon in Germany over patented technology related to wifi and video playback.
Toyota to buy EV battery company, ending venture with Panasonic 3/8/2024
The automaker expects Primearth EV Energy Co. to help it respond to changes in demand for electrified vehicles.
Dutch government seeks to keep ASML at home 3/7/2024
The Dutch government is said to be in talks with semiconductor equipment maker ASML to keep the company in the Netherlands, according to a report.
AI chipsets to top 1.8B shipments by 2030 3/7/2024
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.
Intel Foundry Roadmap Features Wider Ecosystem Approach 3/7/2024
Intel Foundry highlights ambitious plans to develop the technologies necessary for the fast-evolving AI compute landscape.
How much energy will new semiconductor factories burn through in the US? 3/7/2024
New semiconductor factories being built in the US by four of the biggest manufacturers — Intel, TSMC, Samsung, and Micron — could use more than twice as much electricity as the city of Seattle once they’re operational.
Intel spinning off FPGA company Altera 3/6/2024
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.
Global Chip Sales Up 15% YoY in January 3/6/2024
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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