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Blacklisted Chinese AI GPU champ Biren preps for IPO at $2.19B valuation 9/16/2024 Biren, valued at $2.19 billion last November, has been looking forward to an IPO for over a year and appears to be nearing this milestone. AMD’s new Variable Graphics Memory lets laptop users reassign their RAM to gaming 9/13/2024 The company’s new Variable Graphics Memory lets you turn up to 75 percent of your system memory into dedicated video RAM, just by tapping a button in AMD’s desktop Adrenalin app. Texas woos Taiwan's chip giants with US$700M fund and tax perks 9/13/2024 In July 2024, Texas Governor Greg Abbott visited Taiwan to strengthen bilateral ties between the two regions, aiming to attract Taiwanese semiconductor companies to set up operations in Texas. Global Chip Sales Jump Nearly 19% in July 9/13/2024 Global semiconductor industry sales hit $51.3 billion in July 2024, up by 18.7% compared to the July 2023 total of $43.2 billion. Newer Equipment Technologies Will be Key in Scaling to 1,000-Layer 3D NAND in the AI Era 9/13/2024 The continued advancement in compute for AI in the cloud and edge will drive significant need for faster, higher capacity storage for at least the next two decades. Samsung, SK hynix stocks struggle due to bleak global chip cycle outlook 9/11/2024 Meanwhile, some market experts said whether the global chip cycle will enter a downturn will highly depend on the U.S. economy. Rapidus, rapidly running through funds, needs $700M for 2nm chip plant 9/11/2024 Rapidus, which was founded in 2022 as an effort to strengthen Japan's domestic chipmaking industry, is looking to both current and new investors for the extra funds, according to Bloomberg's communications with unnamed insiders. The ¥100 billion was reportedly conceived of as a bank loan, but the company allegedly decided to seek new investors due to how far Rapidus is from commercialization. Shin-Etsu Chemical Develops 300mm Substrate for GaN 9/11/2024 Meanwhile, the company worked on further increasing the diameter in response to strong customer demand and successfully developed a 300-mm (12-inch) QST substrate. Tata Electronics, ASMPT Collaborate to Strengthen India’s Semiconductor Supply Chain 9/11/2024 Tata Electronics signs a Memorandum of Understanding (MOU) with ASMPT Singapore to collaborate on establishing semiconductor assembly equipment infrastructure and solutions. Intel's faltering business is attracting another chipmaker 9/10/2024 Qualcomm is reportedly interested in acquiring parts of Intel's chip design business Samsung's AI home appliances zero in on customer experience 9/10/2024 Samsung Electronics executive Han Jong-hee says the company's AI-powered home appliances meet only 30% of consumer expectations and the company is striving to meet consumer standards with new AI features such as Voice ID and Ambient Sensing. Han highlighted the company's shift toward focusing on user experience and plans to integrate screens into all home appliances Aerospacelab opens doors to first US satellite manufacturing facility 9/10/2024 The company sees the potential for contracts that would enable the 3,300 square-meter facility in Torrance, California, to reach a capacity to produce an average of two satellites a week in a single shift. Apple's AirPods 4 Promise Overhauled Audio, Noise Cancellation 9/10/2024 Apple has two new AirPods 4 models, one with active noise cancellation. It's also planning to turn existing AirPods Pro 2 into hearing aids. Israel's Tower Semiconductor, Adani plan $10 bln chip project in India 9/9/2024 India has taken steps to encourage global companies to set up their manufacturing units in the country, with Prime Minister Narendra Modi aiming to make the country a chipmaker for the world despite initial setbacks. TI Display Controller Enables 4K UHD Projectors 9/9/2024 Texas Instruments has launched a new display controller to enable the smallest, fastest and lowest-power 4KUHD projectors ever. Geely Integrates ROHM’s 4th-Gen SiC MOSFET Bare Chips in ZEEKR 9/9/2024 Geely has adopted ROHM's power modules equipped with 4th-generation SiC MOSFET bare chips for traction inverters in three models of its ZEEKR EV brand. Delta and Universal Instruments Launch AI-based Automation and Digital Twins for Chip Manufacturing 9/9/2024 The AI-powered platform from Delta and Universal Instruments accelerates new product development by up to 20%. Qualcomm guns for Intel, AMD with cheaper 8-core X chips 9/6/2024 It’s set to slice up the AI PC competition at $700-$900 Transforming Data Centers with AI and Green Initiatives 9/6/2024 AI-driven solutions are poised to revolutionize how data centers manage energy and resources, offering substantial cost savings and improved operational performance. Applied Materials to Establish CoE in AI, Data Science for Chip Manufacturing, Equipment in Chennai 9/6/2024 Applied Materials will establish an advanced AI-enabled technology development CoE focused on semiconductor manufacturing and equipment in Chennai. Verizon Buys Frontier for $20 Billion to Boost Fios, Expand Network 9/6/2024 Frontier's fiber cable network will be added to Verizon's Fios network, increasing Verizon's fiber footprint across the US. SK Hynix to start mass producing HBM3E 12-layer chips this month 9/5/2024 In July, the South Korean company disclosed plans to ship the next versions of HBM chips - the 12-layer HBM3E - starting in the fourth quarter and the HBM4 starting in the second half of 2025. Americas Overtake China in Semiconductor Chip Sales 9/5/2024 The Semiconductor Industry Association reported that global semiconductor sales reached $51.3 billion in July, marking an 18.7% increase from July 2023 and a 2.7% rise from June 2024. Chip sales in the Americas increased to $15.4 billion, outpacing China's $15.2 billion and marking the first time in five years the Americas came out on top. Strong Uptake of Android Phones in China 9/5/2024 The 12% growth in 1Q 2024, followed by 9% growth in 2Q, has brought improved optimism about how 2024 will play out in 2H 2024. TI Display Controller Enables 4K UHD Projectors 9/5/2024 Texas Instruments has launched a new display controller to enable the smallest, fastest and lowest-power 4KUHD projectors ever.  3  |  4  |  5  |  6  |  7  |  8  |  9  |  10  |  11  |  12

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