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US reacts to Chinese export controls on chip metals |
7/7/2023 |
The US plans to meet with its allies to bolster the supply chain after China announced export controls on gallium and germanium starting on Aug. 1. Taiwan Semiconductor Manufacturing Co. does not expect its chip production to be affected by the restrictions.
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Semiconductor Market Down for Fifth Straight Quarter |
7/5/2023 |
Revenue in Q1 2023 settled at $120.5 billion, down by 9% from Q4 2022. The semiconductor market is cyclical, and this prolonged decline follows the upsurge as the market grew to record revenues in each quarter between Q4 2020 through Q4 2021 following increased demand from the global pandemic.
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Microchip Strengthens Presence in India with New R&D Facility in Hyderabad |
7/4/2023 |
Expanding its footprint with this relocated R&D center will allow Microchip to add to its talented workforce in India. It is a key element of a multi-year investment initiative that the company also announced, aimed at growing its presence in this fast-growing regional semiconductor hub.
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Keysight to acquire the entire share capital of ESI Group SA |
7/3/2023 |
Founded in 1973, ESI Group is a leading innovator of virtual prototyping solutions in automotive and aerospace end markets. Its sophisticated software solutions simulate a product’s behavior during testing and real-life use. The company’s portfolio is highly differentiated, with predictive simulation technology for the most challenging system designs.
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Major CSPs Boosting Demand for AI Chips, HBM |
6/30/2023 |
Major CSPs including Microsoft, Google, AWS, as well as Chinese enterprises like Baidu and ByteDance, have invested heavily in high-end AI servers to continuously train and optimize their AI models. This reliance on high-end AI servers necessitates the use of high-end AI chips, which in turn will not only drive up demand for high bandwidth memory (HBM) during 2023 to 2024 but is also expected to boost growth in advanced packaging capacity by around 30 to 40% in 2024.
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Keysight to Acquire ESI Group |
6/30/2023 |
The acquisition will expand Keysight's application layer portfolio with simulation capabilities that are critical to accelerate innovation in multiple...
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