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| Intel turns over mini-PC production, sales to Taiwan's Asus |
10/4/2023 |
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Beginning in September, Asus began to take Intel's NUC orders, with production expected to begin next quarter (January 2024). The new Asus-branded NUC products, for the time being, will complement the company’s mini-PC line-up.
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| TSMC's losses seen as a wider weakness across sector |
10/4/2023 |
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Taiwan Semiconductor Manufacturing Co. has seen its shares drop 11% since June, and investors see chip demand down across the sector in the long term. Mizuho Securities Asia analyst Kevin Wang expects "soft end-demand" to persist into the second quarter of 2024.
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| Observers Say SMIC Well on Its Way to 5-nm Breakthrough |
10/3/2023 |
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.The production of 7-nm silicon by China’s largest chipmaker just days ago has crossed a red line set by the U.S. government to keep its rival nation stalled at the 14-nm node. SMIC’s widely reported breakthrough erodes the U.S. strategy to use export controls and blacklists to halt China’s technological progress.
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| IoT Service Hub and Winstec Jointly Launched AI Image Recognition EVB |
10/3/2023 |
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This EVB integrates the most advanced NPU AI computing engine, allowing HUB 8735 to efficiently process AI models. At the same time, HUB 8735 is also compatible with Arduino development features, and has a variety of pre-trained AI models that are already optimized on the module.
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| US earmarks $500M for smaller semiconductor suppliers |
10/2/2023 |
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The US Commerce Department will allocate $500 million in government grants to smaller semiconductor suppliers. The funding will be directed at projects costing under $300 million, aiming to reduce reliance on Asian production lines and boost domestic production of electronic components.
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| ASML plans chip facility in Japan |
9/29/2023 |
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ASML has decided to establish a support base for semiconductor production in the vicinity of Chitose City, Hokkaido, Japan, in the latter half of 2024. This location is where the Rapidus factory is being built, aiming to achieve 2nm mass production.
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| Qualcomm prevails in antitrust case |
9/29/2023 |
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Qualcomm (QCOM.O) on Tuesday defeated a consumer lawsuit in California federal court alleging the chipmaker's contracts with device manufacturers had artificially boosted the cost of mobile phones in violation of U.S. antitrust law.
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| Nvidia GPU supply shortages easing |
9/29/2023 |
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Microsoft's Chief Technology Officer Kevin Scott says supplies of Nvidia graphics processing units are "getting better every week, and we've got more good news ahead of us than bad on that front." Nvidia has said it is looking to boost supply quarterly through 2024.
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| Micron takes "decisive actions," sees recovery in 2024 |
9/29/2023 |
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Micron Technology CEO Sanjay Mehrotra says "decisive actions on supply and cost" will help the company pull through the current slump in demand for memory chips, as sales have fallen for five consecutive quarters. In the meantime, Micron has increased its loss estimate for the fiscal first quarter while at the same time forecasting increased sales and recovery in 2024.
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| Cadence, Renesas team up for AI design in India |
9/28/2023 |
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Cadence Design Systems and Renesas are collaborating in India on design challenges using AI. The pilot project is "utilizing a large language model to interpret the written specs and communicate the intent clearly to all stakeholders, identifying any mismatches or misalignments ... ensuring cleanliness and adherence to the intended specs at every stage," Cadence's Jayashankar Narayanankutty says.
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