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| Nvidia reigns as most profitable chip brand amid AI demand |
12/1/2023 |
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Nvidia's profits hit $10.42 billion in the third quarter as it worked to meet global demand for AI chips and serving big-name clients Meta and Microsoft. The strong quarter put it ahead of Intel and Samsung, but CEO Jensen Huang noted that US supply chain independence is still up to two decades away.
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| Nvidia recruiting AV talent in China |
11/30/2023 |
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Nvidia is looking to add to its autonomous vehicle team by recruiting in China to fill positions under Xinzhou Wu, the head of automotive, who was hired in August. Nvidia introduced its automotive-grade Thor chips last year that boast 2,000 teraflops of performance.
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| HBM chip competition expected to grow in the new year |
11/30/2023 |
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Samsung Electronics, Micron Technology and SK Hynix are set to compete for Nvidia orders as demand for high bandwidth memory picks up for generative AI applications, according to reports. SK Hynix has led the way, but Samsung's upcoming HBM3 and Micron's HBM3E are seen as contenders
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| Rapidus seeks engineers to revive Japan's chip industry |
11/29/2023 |
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Government-backed Japanese chip foundry venture Rapidus is hunting high and low - including among industry veterans and overseas - to find engineers to help it revive a chip industry that was once the envy of the world.
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| 5G chipset market on pace to hit $92B |
11/29/2023 |
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The market for 5G chipsets is likely to increase at a compound annual growth rate of 21% by 2030 to reach a valuation of $92 billion, according to Adroit Market Research. Automotive, health care and entertainment are among the industries driving the growth of specialized 5G chipsets.
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| Strong quarter drives SK Hynix to all-time high in DRAM |
11/28/2023 |
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Samsung Electronics remains atop the world DRAM market with a 39.4% third-quarter market share, with SK Hynix in second place at 35%, its all-time high after a gain of 4 percentage points, Omdia reports. The company generated $4.63 billion in DRAM revenue in the third quarter.
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| Industry's revenue up for 2nd straight quarter |
11/28/2023 |
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Revenue in the semiconductor industry was up 8.3% in the third quarter compared to the prior quarter, with SK Hynix and Nvidia notable beneficiaries, according to industry tracker Omdia. Revenue was spurred by AI demand, reaching an estimated $139 billions.
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| MediaTek upgrades Wi-Fi 7 portfolio with 6-nm chips |
11/23/2023 |
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MediaTek unveiled a pair of 6-nanometer-based Wi-Fi 7 chipsets designed to boost speed and performance. The Filogic 860 is aimed at enterprise access points, Ethernet gateways and mesh nodes among other router applications, while the Filogic 360 is designed for consumer electronics, including edge and streaming devices.
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| Asus wants to build a US facility for its server business amid AI demand |
11/22/2023 |
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Taiwanese computer, phone, and electronics maker Asus said last week that it intends to build a server production line in the U.S. The company has begun its U.S. production project in Silicon Valley where they are looking to assemble semi-finished parts for its growing server system business,
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| 27 tech firms OK'd to manufacture hardware in India |
11/22/2023 |
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Lenovo, HP and Dell join two dozen companies that have received approval under India's incentive plan to increase domestic production of IT hardware. The ministry of electronics and IT says the companies plan to invest $360 million and create 200,000 jobs, which is expected to increase India's IT hardware market to $22.77 billion within four years.
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