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| Foundry revenues rose in Q2 with TSMC, Samsung leading |
9/4/2024 |
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Foundry revenues saw a boost in the second quarter, and the top five positions remained unchanged, with Taiwan Semiconductor Manufacturing Co. and Samsung Electronics at the top. TSMC achieved a 10.5% revenue increase to $20.82 billion, and Samsung's revenue rose 14.2% to $3.83 billion. SMIC, UMC and GlobalFoundries rounded out the top five spots.
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| Intel CEO to pitch board on plans to shed assets, cut costs, source says |
9/4/2024 |
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*Intel CEO Pat Gelsinger and other executives to present plans to trim down company
*CEO will present ideas at mid-September meeting,
*Plans could include selling Altera programmable chip unit, sources say
*Capital spending cuts may include German factory expected to cost $32 billion, source says
*Intel has retained Morgan Stanley and Goldman Sachs to advise on asset sales
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| $30bn Q2 for Nvidia |
8/30/2024 |
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Nvidia reported record second-quarter revenue of $30 billion, a 15% increase from the previous quarter and a 122% rise year-over-year. CEO Jensen Huang attributed the growth to strong demand for Hopper and anticipation for Blackwell.
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| Toyo Solar to build US solar factory |
8/30/2024 |
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The Japan-based company is quickening its manufacturing plans in the country as it anticipates a potential global trade tariff increase on solar module imports.
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| IBM introduces chips for next-gen mainframes |
8/29/2024 |
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IBM has introduced the Telum II processor and Spyre AI Accelerator to improve the performance of its mainframe systems. The chips are expected to be available early next year and support IBM's next-generation Z systems.
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| Samsung-Qualcomm collaboration deepens with LPDDR4X |
8/29/2024 |
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Samsung Electronics has obtained certification for its LPDDR4X automotive memory to be integrated in Qualcomm's Snapdragon Digital Chassis platform. Samsung plans to challenge Micron Technology's market lead by mass-producing next-generation LPDDR5 memory for Qualcomm's future platforms.
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| AMD faces second data breach in 3 months |
8/28/2024 |
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Advanced Micro Devices has reportedly suffered another data breach, with IntelBroker and EnergyWeaponUser claiming responsibility. Data allegedly from AMD's internal communications is being offered for sale on BreachForums, which follows a similar breach in June
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| US to award HP $50 mln for semiconductor tech project |
8/28/2024 |
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The US Commerce Department is awarding HP $50 million to expand its facility in Oregon as part of a $39 billion subsidy program approved in 2022 to boost semiconductor manufacturing in the US. The facility is focused on enhancing semiconductor technologies for life sciences and AI applications.
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