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| SK Hynix, Nvidia working on 3D HBM redesign |
11/21/2023 |
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SK Hynix is said to be teaming up with logic designers including Nvidia to stack HBM4 directly on processors, according to reports. The design, which is similar to AMD's 3D V-Cache, would eliminate interposers.
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| Mini LED Market to Rebound in 2024, Continue Growth Until 2027 |
11/21/2023 |
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Due to declining demand in consumer electronics, shipments of Mini LED products are expected to decrease to 13.337 million units in 2023, according to TrendForce’s “2024 New Mini LED BLU Display Trend Analysis” report. However, the market is projected to rebound in 2024, with shipments estimated at 13.792 million units
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| Intel commits to 2050 upstream supplier net-zero goal |
11/20/2023 |
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Intel is adding to its company sustainability targets by setting a goal to help its suppliers reach net-zero upstream greenhouse gas emissions by 2050. Intel is asking suppliers to aim for 100% renewable electricity and net-zero goals, while Intel looks downstream for carbon footprint reduction and increased energy efficiency.
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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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