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| China’s Huawei could be the surprise IPO of 2024 |
12/22/2023 |
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If it comes down to China's national interest, Huawei could become a publicly traded company as early as next year despite CEO Ren Zhengfei's objections, Chan Ka Sing writes. Chinese President Xi Jinping has promoted self-sufficiency in technology and innovation, and Huawei could facilitate both goals.
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| 2023 was "shockingly good for semiconductors" |
12/22/2023 |
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The year began with thoughts of a recession and bust cycle predictions and then came AI and data center demands and packaging upgrades, turning 2023 "shockingly good for semiconductors," said Rich Goldman of Ansys. Mobile phones, post-quantum cryptography and the automotive sector all advanced, while virtual reality and crypto-mining sectors faced lulls.
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| Winbond to work with PTI on 2.5D and 3D advanced packaging |
12/21/2023 |
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High-frequency, high-bandwidth, and high-speed solutions are in greater demand due to the quick development of AI technology, which in turn raises the requirement for advanced packaging and heterogeneous integration technologies.
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| Taiwan’s Fab Capacity Share Forecast to Drop to 41% by 2027 |
12/21/2023 |
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Due to government incentives and subsidies promoting local production in countries like China and the US, the semiconductor production capacities of Taiwan and South Korea are projected to decrease to 41% and 10%, respectively, by 2027.
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| SK Group exec sees end of chip slump, sluggish recovery |
12/20/2023 |
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SK Group Chairman Chey Tae-won said the worldwide semiconductor industry has likely hit bottom with recovery coming to chip prices. Chey, who is also chairman of the Korea Chamber of Commerce and Industry, called for South Korea to find ways to expand through incentive programs for foreign investment.
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| Nordic Semiconductor Named New CEO |
12/20/2023 |
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Vegard Wollan will take over from Svenn-Tore Larsen, who is stepping down after leading the company for more than two decades.
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| Colo. gives greenlight to refundable tax credits with a focus on chip capacity |
12/18/2023 |
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The Colorado legislature in May passed House Bill 23-1260 to boost advanced manufacturing in the state. The legislation created the CHIPS Refundable Tax Credit program to allow companies to convert tax credits from the existing Enterprise Zone and the Job Growth Incentive Tax Credits programs, which aren’t refundable, into hard cash via tax refunds.
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| Rebound expected for NAND and HDD on AI demand next year |
12/15/2023 |
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Experts thought the market would start to turn around during the second half of this year, but that prediction never materialized. Still, they believe the cycle will shift in 2024 -- thanks in large part to generative AI's continued popularity.
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| TSMC-Sony JV calls for Japanese suppliers to return home |
12/15/2023 |
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Japan Advanced Semiconductor Manufacturing, a joint venture of Taiwan Semiconductor Manufacturing Co., Sony Group and Toyota's Denso, is asking Japanese suppliers to invest at home to boost the country's efforts in the global chip market.
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| AI and AR Driving Memory Updates |
12/15/2023 |
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The latest advances in AI and AR are driving memory makers to develop higher-bandwidth, more power-efficient memory devices.
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