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Global Silicon Wafer Shipments Up 7% in 2Q 2024 8/13/2024 Worldwide silicon wafer shipments increased by 7.1% quarter-over-quarter to 3,035 million square inches (MSI) in the second quarter of 2024. Keeping Systems Cool as Data Centers Ramp Up to Meet AI Demand 8/13/2024 Power management along with cooling solutions are especially critical for dissipating heat as data centers ramp up to meet growing AI demand. KIOXIA develops broadband SSD with optical interface for greener data centres 8/12/2024 The solution replaces electrical wiring with optical wiring within devices in data centres. This enables significant expansion of physical distances between devices, slimming down wiring, while maintaining energy efficiency and high signal quality. It also allows for greater flexibility in data centre system design and applications. Microchip Launches PCIe Gen 5 SSD Controller Family 8/12/2024 Microchip's Flashtec NVMe 5016 SSD controller is designed to offer higher levels of bandwidth, security and flexibility. Infineon Opens SiC Power Chip Fab in Malaysia 8/12/2024 The highly efficient 200mm SiC power fab will strengthen Infineon's role as the global leader in power semiconductors. Smartphone Processor Landscape in Focus 8/12/2024 There are many twists and turns when comparing top-tier smartphone processor designs. Winbond unveils 1Gb QspiNAND Flash for wearable and low-power IoT devices 8/9/2024 The solution also offers an advanced deep power-down mode that reduces power consumption to as low as 1µA. Infineon’s $8 Billion Plant to Boost Malaysian Chip Ambitions 8/9/2024 “We are now able to receive and expand the technology. It shows Malaysia is now going up the ladder,” Prime Minister Anwar Ibrahim said at the opening ceremony of the first phase of Infineon’s €7 billion ($7.7 billion) production site in the northern Malaysian district of Kulim on Thursday. Construction of Tata’s Semiconductor Facility in Assam Commences 8/9/2024 Tata recently held the laying of the foundation stone for its semiconductor unit in Assam. Cadence’s Ahuja Discusses India’s Semiconductor Industry Development and Outlook 8/9/2024 Jaswinder Ahuja talks about the challenges, opportunities and the future of India’s semiconductor manufacturing and design industry. AMD’s new Ryzen 9000 CPUs are cheaper than its previous-gen chips 8/8/2024 After a delay to the launch of its Ryzen 9000 CPUs “out of an abundance of caution,” the Ryzen 7 9700X ($359) and Ryzen 5 9600X ($279) will both launch on August 8th, followed by the Ryzen 9 9950X ($649) and Ryzen 9 9900X ($499) on August 15th. Memory Makers Fuel IC Industry Growth 1Q 2024 8/8/2024 The growing demand of HBM, squeezed the capacity of DRAM in the device market and pushed up its price, significantly boosting the overall memory market revenue. Smart Switch Integrates Silicon Labs Chip to Elevate Smart Home Connectivity 8/8/2024 Silicon Labs' MG21 2.4GHz wireless SoC had been selected by SONOFF for its new ZBMicro smart switch. Exploring Memory and Storage Innovation with BIWIN 8/8/2024 BIWIN will showcase its latest advancements in memory and storage technology at the upcoming Future of Memory and Storage 2024. Microchip intros PCIe Gen 5 SSD controller for data centers 8/7/2024 Microchip Technology has introduced the Flashtec NVMe 5016 PCIe Gen 5 solid state drive controller to enhance data center performance with higher bandwidth, flexibility and security. The controller offers over 14 GB/s sequential read performance and supports various Flash memory technologies Malaysia Sets Up Chip-Design Hub to Boost Semiconductor Industry 8/7/2024 " We want to see more data centers in Malaysia using chips designed by Malaysians.” Intel is taking another of ASML's High NA tools, says CEO 8/7/2024 CEO Pat Gelsinger says. The tool's installation at Intel's Oregon facility is part of a broader effort to enhance chipmaking capabilities. Nvidia's AI chip demand to face limited impact from potential production delay, analysts say 8/7/2024 Nvidia's possible delay in launching its Blackwell AI chips over reported design flaws may not affect the company's revenue or demand, analysts say. Demand from Meta, Microsoft and Google remains strong, and analysts say Nvidia's Grace Hopper chips could bridge the gap. Si wafer shipments up 7.1% q-o-q; down 8.9% y-o-y 8/6/2024 “The silicon wafer market is recovering driven by strong demand related to products for data centers and generative AI,” New firms pop up faster than the U.S. ban hammer can strike 8/6/2024 Sanctioned China firms creating front companies to acquire AI chips, SK hynix to focus on advanced packaging tech for next-generation HBM chips 8/6/2024 SK Hynix is advancing packaging technologies for high-bandwidth memory chips. The company's innovations include hybrid bonding and Advanced MR-MUF and address warpage and heat dissipation while allowing higher chip stacking. Rising Average Prices, HBM and QLC to Fuel Memory Industry Revenue Growth 8/6/2024 DRAM and NAND flash revenues are expected to see significant increases of 75% and 77%, respectively, this year. US Weighs Restrictions on China’s Access to AI Memory Chips 8/2/2024 The US is considering new restrictions that would limit China's access to advanced AI memory chips and the equipment needed to produce them. Allies such as Japan, South Korea and the Netherlands would be exempt from the restrictions. Arm’s calendar Q2 revenues up 39% y-o-y 8/2/2024 Arm’s calendar Q2 (fiscal Q1) revenue rose 39% to $939 million. For the full fiscal year to the end of March 2025 the company expects revenue of $3.95 billion. Fed Opens Door to September Rate Cut if Inflation Stays Cool 8/2/2024 Federal Reserve officials left interest rates unchanged but signaled that a rate cut could be imminent as they watch inflation and the labor market.  3  |  4  |  5  |  6  |  7  |  8  |  9  |  10  |  11  |  12

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