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| ASML plans chip facility in Japan |
9/29/2023 |
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ASML has decided to establish a support base for semiconductor production in the vicinity of Chitose City, Hokkaido, Japan, in the latter half of 2024. This location is where the Rapidus factory is being built, aiming to achieve 2nm mass production.
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| Qualcomm prevails in antitrust case |
9/29/2023 |
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Qualcomm (QCOM.O) on Tuesday defeated a consumer lawsuit in California federal court alleging the chipmaker's contracts with device manufacturers had artificially boosted the cost of mobile phones in violation of U.S. antitrust law.
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| Nvidia GPU supply shortages easing |
9/29/2023 |
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Microsoft's Chief Technology Officer Kevin Scott says supplies of Nvidia graphics processing units are "getting better every week, and we've got more good news ahead of us than bad on that front." Nvidia has said it is looking to boost supply quarterly through 2024.
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| Micron takes "decisive actions," sees recovery in 2024 |
9/29/2023 |
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Micron Technology CEO Sanjay Mehrotra says "decisive actions on supply and cost" will help the company pull through the current slump in demand for memory chips, as sales have fallen for five consecutive quarters. In the meantime, Micron has increased its loss estimate for the fiscal first quarter while at the same time forecasting increased sales and recovery in 2024.
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| Cadence, Renesas team up for AI design in India |
9/28/2023 |
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Cadence Design Systems and Renesas are collaborating in India on design challenges using AI. The pilot project is "utilizing a large language model to interpret the written specs and communicate the intent clearly to all stakeholders, identifying any mismatches or misalignments ... ensuring cleanliness and adherence to the intended specs at every stage," Cadence's Jayashankar Narayanankutty says.
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| Huawei exec urges use of China's homegrown chips |
9/26/2023 |
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Despite China's inferior domestic chips, "if we don't use them, this gap will always be a gap, and lagging behind will always be lagging behind," said Zhijun, Huawei's rotating chairman.
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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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