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| Samsung’s increased spending on mobile AP chips attracts attention |
11/17/2023 |
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Samsung Electronics spent $6.89 billion on mobile application processor chips as of the end of third quarter -- significantly more than AP purchases over the same period in 2022, data shows. Samsung is also recruiting top talent as it looks to secure its place in AI and chip technologies, according to its quarterly report.
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| IDC Expects 20% Semiconductor Market Growth in 2024 |
11/17/2023 |
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International Data Corp. (IDC) has upgraded its semiconductor market outlook by calling a bottom and return to growth that accelerates next year. IDC raised its September 2023 revenue outlook from $518.8 billion to $526.5 billion in a new forecast.
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| Nvidia aims to keep lead in high-performance computing |
11/16/2023 |
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Nvidia offered a glimpse of its next moves in high-performance computing at the SC23 conference as it looks to stay ahead of rivals Intel and Advanced Micro Devices. The release of its H200 with HBM3e memory and the creation of its CUDA Quantum programming model are moving the AI giant into position.
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| Memory-chip exports in South Korea back in the black |
11/15/2023 |
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Multi-chip packages led the rebound, rising 12.2%, while the sales of dynamic random access memory — the most lucrative category — narrowed their decline to single digits for the first time in more than a year.
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| Taiwan-India tie-up key to global supply chain |
11/15/2023 |
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Colley Hwang, chairman and president of DigiTimes, sees a collaboration between Taiwan and India bringing the semiconductor industry to $1 trillion in revenue by the end of the decade.
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| Yangtze Memory files suit against Micron over patents |
11/14/2023 |
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According to the lawsuit, Micron turned to YMTC's patented technology to fend off competition from YMTC and to gain and protect market share. It said Micron was not paying its fair share to use the patented inventions.
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| Samsung is recruiting in-vehicle AP chip developers in North America |
11/14/2023 |
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Samsung Electronics is seeking in-vehicle application processor chip developers in North America, according to listings on its hiring website. The system-on-chip designer positions are part of the company's chip development for an infotainment system to be installed in Hyundai Motor models.
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| TSMC seeks new site in Taiwan to produce 1.4nm chips |
11/13/2023 |
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Taiwan Semiconductor Manufacturing Co. has backed off a plan to build a wafer fabrication facility in Hsinchu Science Park but apparently will seek another site in its home country. Production of the company's 2-nanometer chip is scheduled to begin at the science park in 2025; the new plant will be dedicated to even more advanced 1.4-nanometer chips.
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| GUS Technology Builds Taiwan's First Battery Gigafactory |
11/13/2023 |
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GUS Technology, which focuses on lithium titanate (LTO) and NCM material systems, has entered into the design, development, and manufacturing of battery modules for electric vehicles (EVs) and energy storage since the end of 2019.
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| SK Hynix bets on DRAM upturn with $7.6 bn spending; HBM in focus |
11/10/2023 |
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SK Hynix is betting on increased industry demand for advanced DRAM chips by earmarking $7.6 billion for capital spending next year, representing at least a 43% increase over this year's number. The company also reportedly plans to spend on its high-bandwidth-memory manufacturing technology known as Through Silicon Via.
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