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| China-based CXMT's aggressive production expansion may disrupt global DRAM market |
9/23/2024 |
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CXMT's rapid expansion could challenge the Big Three's dominance in the DRAM market, which has been established since the early 2010s. However, with a global market share of under 1% and a focus on older products like DDR4 and LPDDR4, CXMT remains two to four years behind in cutting-edge technologies such as HBM3E, DDR5, and LPDDR5X, according to analysts.
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| Cracks Emerge in U.S. CHIPS Act |
9/20/2024 |
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Intel and Samsung Electronics are facing delays in their production timelines under the US CHIPS and Science Act, raising concerns about the effectiveness of the stimulus measure. Intel is experiencing a cash crunch, leading to job cuts and reduced capital expenditures, while Samsung has delayed production at its Texas fab
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| Memory Fundamentals For Engineers |
9/19/2024 |
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eBook: Nearly everything you need to know about memory, including detailed explanations of the different types of memory; how and where these are used today; what’s changing, which memories are successful and which ones might be in the future; and what are the limitations of each memory type.
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| The big question is what is the A16 chip for? |
9/19/2024 |
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Apple’s A16 SoC […] is currently being manufactured at Phase 1 of TSMC’s Fab 21 in Arizona in small, but significant, numbers, my sources tell me. Volume will ramp up considerably when the second stage of the Phase 1 fab is completed and production is underway, putting the Arizona project on track to hit its target for production in the first-half of 2025.
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| Semiconductor companies partner with academia to bridge skills gap |
9/18/2024 |
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The semiconductor industry in India is expected to face a shortage of 250,000 to 300,000 professionals across various verticals, including research and development (R&D), manufacturing, design, and advanced packaging, by 2027, according to a report by TeamLease Degree Apprenticeship
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| How Intel lost the Sony PlayStation business |
9/18/2024 |
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Sony’s console business could have pumped roughly $30 billion into Intel over the course of the contract, according to Intel’s internal projections, two of the sources said. The PlayStation 2 sold roughly 150 million units since its launch in 2000.
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| Intel secures $3.5B deal for Pentagon chip production |
9/17/2024 |
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Intel has secured up to $3.5 billion in federal grants to produce advanced semiconductors for the Pentagon's Secure Enclave program. The deal, part of the CHIPS and Science Act, aims to enhance US semiconductor manufacturing, and the funding will support facilities in Oregon, Ohio, New Mexico and Arizona, with broader implications for national security and the semiconductor industry.
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| Saudi Arabia anticipates Nvidia chip access next year |
9/16/2024 |
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“It will ease business between Saudi and U.S.,“It will also open a lot of doors for building the capability, the computational capabilities, in the kingdom. But most importantly, it’s not only the computational capability that’s important. We worked hard in the past three years in building capacity, in human capacity, we also build data capacity as well.
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