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| Texas Instruments begins construction on 300-mm fab in Utah |
11/8/2023 |
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In February, TI announced its $11 billion investment in Utah, marking the largest economic investment in state history. LFAB2 will create approximately 800 additional TI jobs as well as thousands of indirect jobs, with first production in 2026.
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| Baidu orders $61.83M in AI chips from Huawei |
11/8/2023 |
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Baidu has ordered 1,600 910B Ascend AI chips from Huawei Technologies for about $61.83 million to be delivered by the end of the year. The chips were developed as an alternative to the A100 chip from Nvidia.
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| Canon Litho Tool is Years behind from ASML's EUV equipment |
11/8/2023 |
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“Defectivity and alignment have been perpetual problems and limitations of nanoimprint,” Maire said. “We do applaud Canon in making excellent progress, by the relentless engineering that Japanese firms are known for, but basic technical limitations still remain.”
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| NXP to implement distributed aperture radar for automated driving |
11/6/2023 |
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NXP is investing in startup Zendar's distributed aperture radar software for its automated driving ICs. NXP says the technology "fuses information from multiple radar sensors on a vehicle to create a larger effective antenna" and eliminates the need for multiple antenna channels.
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| Chipmakers likely to see revenue upswing in H2 |
11/3/2023 |
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Nvidia, Advanced Micro Devices and Intel should expect a bump in revenue in the second half of 2023 as notebook/PC and server markets stabilize and demand for high-performance computing chips rises, according to estimates from DigiTimes Research analyst Eric Chen. The chipmakers are launching GPU/CPU products amid demand for AI model training.
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| Samsung plans to up NAND prices, lower production |
11/2/2023 |
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Samsung Electronics Co. has formed a strategy to increase NAND prices by 20 percent each quarter until the second quarter of 2024. The move is the company’s bid to reverse the market in the first half of next year by stabilizing NAND prices.
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| AMD touts MI300 series, expects $2B from AI chips in 2024 |
11/2/2023 |
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Advanced Micro Devices expects to launch its MI300 series of AI chips soon and reports surging demand for graphics processing units that can train generative AI models. AMD says data center GPU revenue in the fourth quarter will likely hit $400 million and could top $2 billion in 2024.
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| Intel divests its silicon photonics line to Jabil |
11/1/2023 |
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Intel has signed an agreement with Jabil to divest its silicon photonics module line, Intel's third divestiture in recent months. Jabil executive Matt Crowley sees the move as a way for Jabil to increase its support in the data center ecosystem.
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| Vietnam in early talks to build country's first fab |
11/1/2023 |
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The Southeast Asian electronics manufacturing hub already hosts U.S. giant Intel's (INTC.O) largest semiconductor packaging and testing plant worldwide and is home to several chip designing software firms. It is working on a strategy to attract more semiconductor investment, including from foundries, which focus on manufacturing chips.
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| Samsung to focus on AI chips in 2024 amid recovery |
11/1/2023 |
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Samsung Electronics is planning to boost its production of high-bandwidth memory next year as demand for AI chips continues. The company's operating loss narrowed in the third quarter, and sources say Samsung has secured an order for Google's Tensor G4 chipset for next year's Pixel 9 smartphone.
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| Nvidia: Feds immediately halting AI chip exports to China |
10/31/2023 |
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The restrictions were supposed to be introduced 30 days from 17 October. That was when President Joe Biden's administration announced measures to block countries, including China, Iran and Russia, from buying high-end AI chips designed by Nvidia and others.
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