Sunday, December 10, 2023

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British chipmaker Graphcore racks up losses 10/9/2023
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.
A U.K. startup to build better semiconductor materials in space 10/6/2023
Space Forge has recently signed a collaboration agreement with American aerospace giant Northrop Grumman to provide space-made semiconductor substrates that Northrop can then further develop in their foundries.
Samsung Electronics may up NAND flash prices by 10% 10/6/2023
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.
Smartphone ODM Shipments Down Only 6% YoY in 1H23 10/6/2023
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.
Power Integrations and SnapMagic partner to advance power supply design automation 10/6/2023
Power Integrations' PI Expert now features schematic and netlist export, made possible by SnapMagic's new schematic export technology.
Intel to spin off specialized chip unit. 10/5/2023
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.
Renesas MCU Enhances Performance of Motor and Power Supply Control Systems 10/5/2023
Renesas has expanded its family of RL78 MCUs that includes 8- and 16-bit devices for power-sensitive applications.
Micron to Help Boost Engineering and Technician Talent Pipeline in Singapore 10/5/2023
Micron Technology Inc. has signed a memorandum of understanding (MoU) with five polytechnics in Singapore to strengthen and scale the engineering tale...
EAC 2023 to Highlight IoT, AI/ML, Automotive, and Wireless Developments 10/5/2023
Now on its second year, EAC will focus on trends powering innovations in Asia's semiconductor ecosystem.
Intel turns over mini-PC production, sales to Taiwan's Asus 10/4/2023
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.
TSMC's losses seen as a wider weakness across sector 10/4/2023
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.
TSMC’s 3Dblox 2.0 and 3DFabric Alliance Achievements Set the Stage for the Future of 3D IC 10/4/2023
TSMC has launched the new 3Dblox 2.0 open standard and unveiled major achievements of its OIP 3DFabric Alliance.
A secondary market for recircuaataed tools will create a more sustainable semi industry 10/4/2023
With most chips in use today, manufactured on mature nodes, finding a replacement part (or whole) for machines that may no longer be in production themselves is challenging, to say the least.
Observers Say SMIC Well on Its Way to 5-nm Breakthrough 10/3/2023
.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.
IoT Service Hub and Winstec Jointly Launched AI Image Recognition EVB 10/3/2023
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.
FIRST Global and Lam Research to Hold Global Innovation Challenge in Singapore 10/3/2023
The 2023 FIRST Global Challenge will bring together thousands of teens from across the globe to compete in robotics and collaborate to find renewable ...
Microchip’s 28nm Embedded Flash Memory Solution Now in Production 10/3/2023
Microchip's SST ESF3 third-generation embedded SuperFlash technology NVM solution is now in production at GF's 28SLPe process.
North Korean hackers posit as recruiters for Facebook Meta to trick users into loading malware 10/2/2023
The findings come from antivirus provider ESET, which recently investigated a 2022 breach at an unnamed Spanish aerospace company. ESET traced the intrusion to a hacker-controlled account on LinkedIn that was impersonating a recruiter for Meta.
Micron Technology is sampling 128-gigabyte DDR5 memory modules to customers for AI uses 10/2/2023
With revenue expected in the second quarter of next year, the company disclosed on an earnings conference call. The breakthrough is expected to pave the way for 1-terabyte server memory modules.
US earmarks $500M for smaller semiconductor suppliers 10/2/2023
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.
TSMC's delay in 2nm process might be a gain for Intel 10/2/2023
Intel says its 18A process – its version of 2nm – will be ‘manufacturing ready’ in H2 2024 and be in production in 2025.
ASML plans chip facility in Japan 9/29/2023
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.
Qualcomm prevails in antitrust case 9/29/2023
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.
Nvidia GPU supply shortages easing 9/29/2023
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.
Micron takes "decisive actions," sees recovery in 2024 9/29/2023
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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