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| British chipmaker Graphcore racks up losses |
10/9/2023 |
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Graphcore, a chipmaker based in the UK, is considering potential investors as a lifeline as its losses widened 11% year over year to $204.6 million. The company specializes in chips for AI and had hoped to take on rival Nvidia.
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| Samsung Electronics may up NAND flash prices by 10% |
10/6/2023 |
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Samsung Electronics is reportedly considering increasing the prices of its NAND flash devices by 10% or more, with the increase to take effect almost immediately with new contracts. The company has been trying to cope with market weakness by decreasing wafer input but now is said to see a price increase as the way to go, sources report.
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| Smartphone ODM Shipments Down Only 6% YoY in 1H23 |
10/6/2023 |
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Smartphone shipments from original design manufacturers/independent design houses (ODMs/IDHs) declined by 6% year-on-year (YoY) in the first half of the year (1H23), according to Counterpoint Technology Market Research’s latest Global Smartphone ODM Report and Tracker.
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| Intel to spin off specialized chip unit. |
10/5/2023 |
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Intel said it will treat its programmable chip unit as as a standalone business, with an aim to spin it out through an IPO in the next two to three years.
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| Intel turns over mini-PC production, sales to Taiwan's Asus |
10/4/2023 |
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Beginning in September, Asus began to take Intel's NUC orders, with production expected to begin next quarter (January 2024). The new Asus-branded NUC products, for the time being, will complement the company’s mini-PC line-up.
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| TSMC's losses seen as a wider weakness across sector |
10/4/2023 |
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Taiwan Semiconductor Manufacturing Co. has seen its shares drop 11% since June, and investors see chip demand down across the sector in the long term. Mizuho Securities Asia analyst Kevin Wang expects "soft end-demand" to persist into the second quarter of 2024.
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| Observers Say SMIC Well on Its Way to 5-nm Breakthrough |
10/3/2023 |
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.The production of 7-nm silicon by China’s largest chipmaker just days ago has crossed a red line set by the U.S. government to keep its rival nation stalled at the 14-nm node. SMIC’s widely reported breakthrough erodes the U.S. strategy to use export controls and blacklists to halt China’s technological progress.
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| IoT Service Hub and Winstec Jointly Launched AI Image Recognition EVB |
10/3/2023 |
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This EVB integrates the most advanced NPU AI computing engine, allowing HUB 8735 to efficiently process AI models. At the same time, HUB 8735 is also compatible with Arduino development features, and has a variety of pre-trained AI models that are already optimized on the module.
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| US earmarks $500M for smaller semiconductor suppliers |
10/2/2023 |
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The US Commerce Department will allocate $500 million in government grants to smaller semiconductor suppliers. The funding will be directed at projects costing under $300 million, aiming to reduce reliance on Asian production lines and boost domestic production of electronic components.
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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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