|
 |
|
| Intel and Tower Ink New Foundry Agreement |
9/7/2023 |
|
Under the agreement, Tower will utilize Intel’s advanced manufacturing facility in New Mexico. Tower will invest up to $300 million to acquire and own equipment and other fixed assets to be installed in the New Mexico facility, providing a new capacity corridor of over 600,000 photo layers per month for Tower’s future growth,
|
|
|
| 2 Big Players in GaN Market Face Off in Patent Dispute |
9/7/2023 |
|
On May 24, EPC announced that the company filed complaints in federal court and the U.S. International Trade Commission (ITC), asserting four patents of its foundational patent portfolio against Innoscience.
|
|
|
| Silicon Motion memory technologies are helping transform the retail space |
9/5/2023 |
|
most supermarkets have installed self-check-out stations to cut the number of required till operators. These initiatives have proven so successful that they are now looking to take this concept further and use technology to run the shop floor entirely, freeing up staff for more productive roles.
|
|
|
| Tape drives to stay |
9/5/2023 |
|
Nostalgia is driving the return of audio cassettes, but tape for data storage has never gone away: All the cool kids are using it, including the hyperscalers.
|
|
|
| Reports: Samsung to convert some lines to 236 layers |
9/4/2023 |
|
Samsung Electronics is reportedly planning to convert some of its P1 facility production lines to 236-layer NAND for advanced products, sources say. The company is also launching an automated chip packaging line, intending to eliminate human labor from its packaging facilities by the end of the decade.
|
|
|
| Qualcomm wants to boost its automotive chip market share |
9/4/2023 |
|
Qualcomm hopes generative AI will help boost its chip share in the automotive sector, currently at just 3% of its revenue. The company estimates its automotive chip sales will surpass $9 billion in 2031, up from $1.32 billion in fiscal 2022.
|
|
|
| Copper may be the next in shortage |
9/4/2023 |
|
there are materials experiencing an increase in demand with little to no increase in availability, such as copper. Yes, that easy-to-refine metal that has been used for thousands of years is now on the “worry list.”
|
|
|
| ASML to invest $313M in Taiwan |
9/1/2023 |
|
Taiwan Investment Commission of the Ministry of Economic Affairs said on Tuesday that it has approved an application by ASML to infuse about NT$5.65 billion and 140 million euros (US$152 million), which is in excess of NT$10 billion in total, into ASML Taiwan, a subsidiary that specializes in rolling out wafer measuring equipment and provides its clients with technological support and training.
|
|
|
| Gelsinger Concerns About U.S. Chip Fund and export controls |
9/1/2023 |
|
“On one hand, they [Intel] are being asked to invest billions in advanced fab construction in the U.S. On the other, the U.S. Department of Commerce is prepared to slap further controls on Intel’s ability to ship commodity semiconductors to China that could significantly cut into its already-reduced revenue from the China market—in essence, a major double whammy.”
|
|
|
|
