Saturday, June 15, 2024

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LG Energy wins estimated $1 bn ESS battery deal from Qcells 5/20/2024
The deal’s value was estimated at 1.4 trillion won ($1 billion), which would be the largest single power grid ESS project among those conducted by LG Energy.
All to know about Amazon Prime Day 5/20/2024
"one-day only event filled with more deals than Black Friday, exclusively for Prime members around the globe."
IBM working with Honda on automotive chips, software 5/17/2024
IBM and Honda have signed an agreement to collaborate on automotive chips and software. The companies expect software-defined vehicles to increase semiconductor design complexity as well as power consumption.
Japan eyes electric grid amid chip, data center investments 5/17/2024
Japan will need to generate 50% more electricity by 2050 to meet the demands of chipmaking facilities and AI data centers as it invests heavily to revitalize its chipmaking industries. Data center operator DigitalBridge has warned that it could run out of power within two years and is considering relocating to locations with renewable energy.
FBI Takes Over BreachForums Again, Seizes Admin Telegram Channel 5/17/2024
The FBI battles with members of the cybercrime site BreachForums for control over its domain.
AI Servers Transitioning Towards Liquid Cooling 5/17/2024
Despite the maturity of air-cooling technology, its heat dissipation ceiling stands at approximately 10~15kW. This limitation has prompted a shift towards hybrid solutions such as “water-cooled + air-cooled” and liquid-cooled dissipation systems.
Google touts Trillium chip for its AI performance 5/16/2024
Google has announced its Trillium AI chip and says it improves data center performance fivefold. Engineers increased overall bandwidth and high-bandwidth memory capacity to achieve the gains, and the chip is expected to hit the market later this year.
Samsung delivers HBM tech to SiPearl 5/16/2024
Samsung is working with SiPearl to offer high-bandwidth memory technology in its Rhea family. SiPearl CEO Philippe Notton says the built-in HBM with SiPearl's low-power, high-performance microprocessors will enable AI and supercomputer workloads.
Walmart Deals of The Day: A Massive 53% Off on a Samsung 65-Inch OLED TV 5/16/2024
Save big on the Samsung TVs and also snag a 32% discount on the Roku Ultra for powerful, hands-free streaming, or another $100 off on the Asus ROG Ally for on-the-go gaming.
Two Chinese chipmakers are in the early stages of producing high bandwidth memory semiconductors (HBM) 5/16/2024
The progress in HBM - even if only in older versions of HBM - represents a major step forward in China's efforts to reduce its reliance on foreign suppliers amid tensions with Washington that have led to restrictions on U.S. exports of advanced chipsets to Chinese firms.
NEO Semiconductor boosts 3D X-DRAM with floating body cell 5/15/2024
Neo Semiconductor revealed a unique performance boosting mechanism called Back-gate Channel-depth Modulation (BCM) for Floating Body Cell that can increase data retention by 40,000X and sensing window by 20X.
NXP CTO Lars Reger to Deliver Keynote at COMPUTEX 2024 5/15/2024
Reger will take a novel approach to COMPUTEX’s theme of artificial intelligence (AI), showing how it can supercharge a future full of vibrant possibilities when it is combined with a solid technology framework.
SpaceX tells US Starlink users that their monthly fees are going up from $90 to $120. 5/15/2024
The news is upsetting affected consumers, who will spend an additional $360 per year to keep their Starlink subscriptions.
Biden Hikes Import Fees on Chinese Chips and EVs, Citing 'Unfair' Practices 5/15/2024
The US doubles fees on Chinese semiconductor imports and raises import taxes on Chinese EVs and EV batteries. Some of the new taxes could impact US companies like Tesla.
SK Hynix unveils mobile NAND solution for on-device AI applications 5/14/2024
The company expects the latest product to help expand its AI memory leadership to the NAND space, extending its success in the high-performance DRAM represented by HBM.
US chip industry facing a labor shortage, report says 5/14/2024
A McKinsey report found that the growing push for domestic semiconductor capacity in the US is driving a labor shortage. The report recommends certification programs and partnerships with middle and high schools to help fill the gaps.
Intel invests in all of ASML's coming EUV lithography gear 5/14/2024
Intel has secured orders for all of the high-NA extreme ultraviolet lithography machines ASML is building this year. Reports say Intel plans to use ASML's equipment for its upcoming 18A and 14A.
DRAM, NAND contract prices on the rise, TrendForce says 5/14/2024
TrendForce reports contract prices for DRAM in the second quarter are expected to be up 13% to 18%, and NAND contract prices are also going up an expected 15% to 20%. A smaller price jump of about 10% is likely for eMMC/UFS.
Why Would Apple Consider a Rivian Partnership? CEO Points to Software 5/13/2024
When asked on an earnings call about rumors of an Apple-Rivian deal, Rivian CEO RJ Scaringe offers a few clues about what those talks might entail.
First major test for whether Starlink will be here for the long haul 5/13/2024
SpaceX's Starlink Is Now a 'Self-Sustaining' Business. SpaceX's satellite internet business is now "self-sustaining," with Starlink revenues projected to reach $6.6 billion this year.
Sam's Club Swaps Receipt-Checkers for Automated AI Tech at 120 Stores 5/13/2024
Shoppers are getting out the door 23% faster with the help of AI, which plans to eliminate long lines, as well as a human job that has been a staple of the bulk shopping experience.
Apple Reportedly Nearing a Deal to Bring ChatGPT to the iPhone 5/13/2024
The feature might arrive as soon as iOS 18.
SK Hynix agrees to sell stake in foundry unit in China to state-owned WIDG 5/10/2024
SK Hynix System IC Co. last week signed an agreement to sell a 21.3% stake in its foundry unit in Wuxi, Jiangsu to China's state-owned Wuxi Industry Development Group Company (WIDG) for $149.3 million by October.
Automakers get more flexibility as US finalizes EV tax credit rules 5/10/2024
The tax credits are part of the Inflation Reduction Act intended to spur the adoption of electric vehicles while bolstering domestic battery manufacturing.
Microchip’s Neuronix acquisition meshes AI content into FPGA fabric 5/10/2024
Microchip, long known for highly strategic acquisitions, has announced to acquire Neuronix, a supplier of neural network sparsity optimization technology that enables a reduction in power, size, and calculations for tasks such as image classification, object detection and semantic segmentation..
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