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| Industry's revenue up for 2nd straight quarter |
11/28/2023 |
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Revenue in the semiconductor industry was up 8.3% in the third quarter compared to the prior quarter, with SK Hynix and Nvidia notable beneficiaries, according to industry tracker Omdia. Revenue was spurred by AI demand, reaching an estimated $139 billions.
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| MediaTek upgrades Wi-Fi 7 portfolio with 6-nm chips |
11/23/2023 |
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MediaTek unveiled a pair of 6-nanometer-based Wi-Fi 7 chipsets designed to boost speed and performance. The Filogic 860 is aimed at enterprise access points, Ethernet gateways and mesh nodes among other router applications, while the Filogic 360 is designed for consumer electronics, including edge and streaming devices.
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| Asus wants to build a US facility for its server business amid AI demand |
11/22/2023 |
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Taiwanese computer, phone, and electronics maker Asus said last week that it intends to build a server production line in the U.S. The company has begun its U.S. production project in Silicon Valley where they are looking to assemble semi-finished parts for its growing server system business,
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| 27 tech firms OK'd to manufacture hardware in India |
11/22/2023 |
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Lenovo, HP and Dell join two dozen companies that have received approval under India's incentive plan to increase domestic production of IT hardware. The ministry of electronics and IT says the companies plan to invest $360 million and create 200,000 jobs, which is expected to increase India's IT hardware market to $22.77 billion within four years.
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| SK Hynix, Nvidia working on 3D HBM redesign |
11/21/2023 |
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SK Hynix is said to be teaming up with logic designers including Nvidia to stack HBM4 directly on processors, according to reports. The design, which is similar to AMD's 3D V-Cache, would eliminate interposers.
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| Mini LED Market to Rebound in 2024, Continue Growth Until 2027 |
11/21/2023 |
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Due to declining demand in consumer electronics, shipments of Mini LED products are expected to decrease to 13.337 million units in 2023, according to TrendForce’s “2024 New Mini LED BLU Display Trend Analysis” report. However, the market is projected to rebound in 2024, with shipments estimated at 13.792 million units
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| Intel commits to 2050 upstream supplier net-zero goal |
11/20/2023 |
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Intel is adding to its company sustainability targets by setting a goal to help its suppliers reach net-zero upstream greenhouse gas emissions by 2050. Intel is asking suppliers to aim for 100% renewable electricity and net-zero goals, while Intel looks downstream for carbon footprint reduction and increased energy efficiency.
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| Samsung’s increased spending on mobile AP chips attracts attention |
11/17/2023 |
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Samsung Electronics spent $6.89 billion on mobile application processor chips as of the end of third quarter -- significantly more than AP purchases over the same period in 2022, data shows. Samsung is also recruiting top talent as it looks to secure its place in AI and chip technologies, according to its quarterly report.
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| IDC Expects 20% Semiconductor Market Growth in 2024 |
11/17/2023 |
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International Data Corp. (IDC) has upgraded its semiconductor market outlook by calling a bottom and return to growth that accelerates next year. IDC raised its September 2023 revenue outlook from $518.8 billion to $526.5 billion in a new forecast.
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