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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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| AI gains on automotive for top driver of chip sales |
12/14/2023 |
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Global chip executives say automotive is the top driver of semiconductor revenue, and AI is gaining ground, reveals a survey from KPMG. The electrification of vehicles helped automotive maintain its top spot in the survey for the second year, while AI bumped wireless communications into third place.
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| TSMC points to quality amid Samsung's price cut reports |
12/14/2023 |
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Taiwan Semiconductor Manufacturing Co. is emphasizing its focus on product quality over pricing as Samsung Electronics is reportedly considering cutting chip prices. Both companies are eyeing 2025 to begin production of chips with the 2-nanometer process.
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| China Changxin Memory Technologies Inc. delays IPO |
12/13/2023 |
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Changxin had completed a shareholder restructuring around the middle of 2023 to prepare for the potential listing, according to people familiar with the situation. But it decided to await a more favorable market after communications with regulators and prospective investors,
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| Samsung, SK Hynix seek ties with ASML to boost chip gear |
12/13/2023 |
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Samsung Electronics and SK Group visited ASML's chip facilities in the Netherlands with hopes of teaming up with the company, which is the only maker of the extreme ultraviolet photolithography equipment needed to produce advanced chips. The delegation of Samsung Electronics Chairman Lee Jae-yong and SK Group Chairman Chey Tae-won also planned to meet with chip industry leaders ASM and NXP Semiconductors.
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| Nvidia eyes Vietnam, Malaysia for expansion |
12/12/2023 |
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The government of Vietnam, eager to court the semiconductor industry, says Nvidia plans to set up a base in the country, citing remarks by CEO Jensen Huang. Meanwhile, Huang announced in Kuala Lumpur that the company views Malaysia as a possible site for AI-related activities, calling potential local partner YTL Corp. "an extraordinary company" with "incredible leadership and legacy.
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| Huawei 5G phone less dependent on US suppliers |
12/12/2023 |
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Breaking down the new Mate 60 Pro smartphone from Huawei Technologies reveals a heavier concentration of China-made components at the expense of traditional US suppliers, TechInsights researchers say. The report also suggests that Huawei and its suppliers are collaborating because the product "is tailored for the Chinese industry.
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| ASM invests $324M to expand Ariz. operations with new HQ |
12/8/2023 |
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Dutch chip equipment maker ASM is expanding its operations in Arizona with a $324 million investment over five years to construct a 20-acre Scottsdale facility for research, design and engineering. The company has had its US headquarters in Phoenix for more than four decades.
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