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November semi sales up 20.7% y-o-y says SIA 1/9/2025 “Year-to-year sales increased by more than 20% for the fourth consecutive month, driven by a 54.9% year-to-year sales increase into the Americas.” Samsung is having to re-design its HBM chips it was revealed at CES 1/9/2025 “They have to engineer a new design,” said Nvidia CEO Jensen Huang, in Las Vegas yesterday, “but they can do it. They are working very fast. They’re very committed to do it. They’re going to succeed Demand for PCs, Smartphones Expected to Plummet Under Trump Tariffs 1/9/2025 The Consumer Technology Association warns that Trump's tariffs, as proposed, could depress US demand for consumer electronics by more than 50% due to price increases. Arizona will host third CHIPS R&D flagship facility 1/9/2025 The site in Arizona State University Research Park in Tempe will focus on semiconductor prototyping and packaging. MediaTek partners with Nvidia to develop supercomputer chips 1/8/2025 MediaTek has partnered with Nvidia on the Nvidia GB10 Grace Blackwell Superchip for Project Digits -- a personal AI supercomputer. This collaboration builds on their previous work in automotive and AI, and MediaTek aims to enhance AI capabilities across its product lines, including smartphones, IoT devices and smart TVs. Slight Increase in Battery Prices in 2025 1/8/2025 TrendForce forecasts that some lithium battery materials could see slight price increases during the 2025 peak season. NOR Flash Technology Keeping Up with Automotive Security Developments 1/8/2025 NOR flash continues to be the best cost-per-bit NVM technology. Refreshed Asus ROG Zephyrus, Strix Laptops Target Top Gaming Speeds 1/8/2025 Asus showed off its latest fleet gaming laptops, plus a new desktop, all with the latest components. On-the-go gamers will also appreciate updates to the Flow Z13 tablet and its eGPU. Nvidia looks to set up an ASIC unit in Taiwan 1/7/2025 Nvidia is reportedly planning to establish an application-specific integrated circuit division in Taiwan to develop customized chips. The move comes as companies seek alternatives to Nvidia's graphics processing units-- with Apple using Google's TPUs and Amazon's Trainium2 chips. With New Snapdragon X Chip, Qualcomm Targets $600 Windows Laptops 1/7/2025 An upcoming budget-focused Snapdragon X processor will join the X Elite and X Plus lines. The company is also bringing its CPUs to the market for mini desktops. Starlink Wi-Fi Takes Off on United Airlines Flights This Spring 1/7/2025 The service will be free for members of the airline’s MileagePlus frequent-flyer program. SpaceX May Provide Starlink Internet for Italian Government in $1.6B Deal 1/7/2025 Italy's Defense Ministry and Intelligence Services approve a five-year contract to get encrypted internet and telephone services through Starlink, but the deal hasn't been finalized just yet. Q1 NAND prices to fall 10-15% 1/6/2025 Clearing existing client SSD inventory remains a top priority in 1H25 for upstream suppliers. TrendForce forecasts a QoQ drop of 13-18% for contract prices of client SSD in 1Q25. GlobalFoundries, IBM resolve litigation from 2015 tech transfer deal 1/6/2025 Two companies say in joint announcement that the settlement could pave way for future collaboration again Samsung could ditch its own memory chips in some Galaxy S25 units 1/6/2025 Apparently, Samsung’s memory chips generate more heat than the company would like, so it will turn to an external supplier for its next-gen flagship phones. Apple AirTags Get New Warning Labels Amid Safety Concerns 1/6/2025 Apple allegedly violated a 2024 law that requires products using small coin-like batteries to state their risk to child safety. Renesas Quad-Core AP Targeted at Industrial Ethernet, Multi-Axis Motor Control Applications 1/3/2025 Renesas' RZ/T2H MPU is capable of high-speed, high-precision control of industrial robot motors for up to 9 axes. Micromax and Phison Form JV to Revolutionize India’s Storage Technology Sector 1/3/2025 Micromax and Phison have launched MiPhi, a strategic joint venture poised to revolutionize India's storage technology landscape. Qorvo Discusses Wireless SoCs with Multi-Network Support 1/3/2025 Qorvo's QPG6200L SoC provides support for Matter, Zigbee and Bluetooth for seamless smart home connectivity. Huawei braces for renewed US sanctions 1/2/2025 Donald Trump's new cabinet appointments, such as Marco Rubio for Secretary of State and Mike Waltz as National Security Advisor, suggest a shift toward more aggressive policies against China. These appointments signal a likely return to the hardline approach seen in Trump's first term, with a focus on imposing stricter sanctions on Chinese tech firms like Huawei DRAM prices expected to decline in early 2025 1/2/2025 DRAM prices expected to decline in early 2025 impacting PC, server, and GPU VRAM markets The downward trend of DRAM prices is expected to continue next year. Macronix Leads the World with Innovative 3D NOR Flash Technology 1/2/2025 Among the highlights of Macronix at electronica 2024 are NOR flash and eMMC tech. Macronix has become the first in the world to develop 3D NOR flash memory, which made its debut at the electronica 2024 trade show in Munich, Germany. Intel rumored to launch a 24GB Battlemage GPU for professionals in 2025 12/31/2024 Double the VRAM capacity of its Alchemist counterpart, targeted at AI workloads Huawei’s Latest Premium Phones Use South Korean Memory Chips 12/31/2024 TechInsights analysts said they were “surprised” to see SK Hynix chips in the Mate 70 range “as we expected Huawei to use memory devices from CXMT for DRAM and YMTC for NAND”. Geopolitics and AI will affect the chip industry in 2025 | KPMG 12/31/2024 The KPMG Semiconductor Industry Confidence Index increased to 59 from 54, with 92% of executives predicting industry growth. However, geopolitical tensions and talent retention remain concerns as we approach the new year.  4  |  5  |  6  |  7  |  8  |  9  |  10  |  11  |  12  |  13

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