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| Nvidia tops Qualcomm in Q2 chip design revenue |
9/26/2023 |
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Nvidia, spurred by the global demand for AI, saw its quarterly revenue jump 12.5% to $38.1 billion, TrendForce reports. These quarterly results moved the chip designer ahead of Qualcomm.
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| Southeast Asia Now the Hottest EV Market as OEMs Take Pole Position |
9/26/2023 |
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Battery electric vehicle (BEV) unit sales grew by 894% during the second quarter in Southeast Asia, driven by strong demand across Thailand, Vietnam, Indonesia, and Malaysia, according to Counterpoint Technology Market Research’s latest SE Asia Passenger Electric Vehicle Tracker, Q2 2023.
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| Nvidia to top in semiconductor revenue |
9/25/2023 |
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Semiconductor Intelligence is estimating Nvidia's revenue this year will be $52.9 billion, nearly double its 2022 revenue, which will make the company No. 1 worldwide. Intel with revenue at $51.6 billion and Samsung at $45.4 billion round out the top.
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| GlobalFoundries signs 10-year US contract for chips with DOD |
9/25/2023 |
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GlobalFoundries has signed a 10-year contract with the Defense Department to supply chips for defense and aerospace worth up to $3.1 billion. The deal includes access to the foundry's design ecosystem, prototyping, IP libraries and secure US facilities.
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| Semiconductor Foundries Expect Rebound in 3Q23 After 1.1% Revenue Drop in 2Q23 |
9/25/2023 |
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Demand for staple consumer products like smartphones, PCs, and notebooks remains sluggish, perpetuating a slump in the use of expensive, cutting-edge manufacturing processes. At the same time, traditionally stable sectors—automotive, industrial control, and servers—are undergoing inventory correction.
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| Kioxia to refinance $14B with eye on WD merger |
9/22/2023 |
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Chip memory company Kioxia is reportedly working with lenders to refinance $14 billion in loans to fund a possible merger with Western Digital, sources say. The merger deal, which is still in the discussion stage, would give Western Digital 50.5% stake in the combined company.
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| Samsung, TSMC boost carbon neutrality efforts |
9/22/2023 |
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Samsung Electronics and Taiwan Semiconductor Manufacturing Co. are ramping up efforts to cut carbon emissions and transition to renewable energy. TSMC has advanced its RE100 commitment by 10 years, with plans to complete its move to renewable sources by 2040, while Samsung has pledged to reach carbon neutrality by 2050.
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| Worldwide 200mm fab capacity to jump 14% by 2026 to record high |
9/21/2023 |
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Power and compound semiconductors, which are vital for the consumer, automotive and industrial sectors, are the biggest drivers of 200mm investment. The development of powertrain inverters and charging stations for electric vehicles (EV) in particular is expected to fuel increases in global 200mm wafer capacity as EV adoption continues to rise.
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| TSMC in talks to add chip packaging capacity in Ariz. |
9/20/2023 |
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Taiwan Semiconductor Manufacturing Co. is discussing additional investments and advanced chip packaging capacity in Arizona, where the company already has committed to two fabs. Separately, TSM says it is on track with its 2-nanometer process project in Hsinchu, Taiwan.
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| Vietnam’s Thriving Chip Industry Fuels Economic Resilience |
9/20/2023 |
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Vietnam’s semiconductor sector is poised for growth as Samsung invested $3.3 billion (August 2022) and Intel considers a $1 billion increase in its $1.5 billion chip production investment (February 2023). Amid the supply chain disruptions and trade conflicts, Vietnam aims to be a key player in the semiconductor industry.
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| Micron expanding its chip investments in India |
9/19/2023 |
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Micron intends to build several semiconductor assembly and packaging units in India in addition to its proposed fabrication unit, minister of state for electronics and information technology Rajeev Chandrasekhar said, as the US-based company takes a long-term view of the country as a market and manufacturing destination for semiconductors.
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| Arm looks to custom SoC for profitability |
9/19/2023 |
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Arm is considering moving beyond IP licensing to custom system-on-chip solutions to drive profits following its initial public offering, sources say. Arm has already seen its share value dip since its debut on the Nasdaq.
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| Huawei exec urges use of China's homegrown chips |
9/19/2023 |
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Huawei Chairman Xu Zhijun is reportedly pushing for the use of chips produced in China despite lags in quality, saying, "If we don't use them, this gap will always be a gap, and lagging behind will always be lagging behind." The company's Mate 60 Pro smartphones include Kirin 9000s system-on-chip made in China.
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| House Republicans Demand Full Huawei Sanctions After Chip Breakthrough |
9/18/2023 |
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Republican lawmakers are pressing the Biden administration to completely cut off Huawei Technologies Co. and Semiconductor Manufacturing International Corp. from their American suppliers after Huawei launched a new phone using highly advanced technology the US has been trying to keep out of China’s hands.
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