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| Weaker Taiwan dollar helps boost TSMC sales by more than 13% in Q3 |
10/11/2023 |
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At an investor conference held in mid-July, TSMC forecast that consolidated sales for the third quarter, a traditional peak season for the semiconductor industry, would range between US$16.7 billion and US$17.5 billion, up 6.5 percent to 11.6 percent from the second quarter.
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| China Plans to Hit 300 Exaflops of Compute Power by 2025 |
10/10/2023 |
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The country's ministries have announced plans to expand its computing power significantly in the coming years, intending to hit 300 exaflops by 2025. This would require it almost to double its supercomputing power in the next two years.
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| Samsung debuts Exynos 2400 with Xclipse 940 GPU |
10/9/2023 |
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Samsung Electronics introduced its newest mobile application processor -- the Exynos 2400 -- which uses the Xclipse 940 graphic processing unit based on American Micro Devices' RDNA3 architecture. The next-generation AP upgrades central processing unit and AI performance, Samsung says.
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| British chipmaker Graphcore racks up losses |
10/9/2023 |
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Graphcore, a chipmaker based in the UK, is considering potential investors as a lifeline as its losses widened 11% year over year to $204.6 million. The company specializes in chips for AI and had hoped to take on rival Nvidia.
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| Samsung Electronics may up NAND flash prices by 10% |
10/6/2023 |
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Samsung Electronics is reportedly considering increasing the prices of its NAND flash devices by 10% or more, with the increase to take effect almost immediately with new contracts. The company has been trying to cope with market weakness by decreasing wafer input but now is said to see a price increase as the way to go, sources report.
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| Smartphone ODM Shipments Down Only 6% YoY in 1H23 |
10/6/2023 |
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Smartphone shipments from original design manufacturers/independent design houses (ODMs/IDHs) declined by 6% year-on-year (YoY) in the first half of the year (1H23), according to Counterpoint Technology Market Research’s latest Global Smartphone ODM Report and Tracker.
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| Intel to spin off specialized chip unit. |
10/5/2023 |
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Intel said it will treat its programmable chip unit as as a standalone business, with an aim to spin it out through an IPO in the next two to three years.
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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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