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2nm competition is heating up 5/7/2024 TSMC to start high volume production on its N2 process using GAA transistors this year, and that production on its N2P process using both GAA and backside power delivery (BSD) – would start in 2026. GenAI-Capable AI Laptops to Dominate PC Shipments by 2027 5/7/2024 We are now entering a new era of PCs based on artificial intelligence (AI), thanks to the boom witnessed in generative AI (GenAI). Microchip Enhances Security of Touchscreen Payment Systems 5/7/2024 To help EV charger designers protect their payment architectures, Microchip Technology Inc. has launched the MXT2952TD 2.0 family of secure touchscreen controllers. In 2023, investment in clean energy manufacturing shot up 70% from 2022 5/7/2024 solar, wind, batteries, electrolyzers, and heat pumps – rose to $200 billion in 2023, an increase of more than 70% from 2022 that accounted for around 4% of global GDP growth and nearly 10% of global investment growth. Synopsys preparing for sale of software unit for over $2B 5/6/2024 Private equity consortium led by Clearlake Capital and Francisco Partners is in advanced talks to acquire the software integrity (SIG) unit of chip designer Synopsys (SNPS.O) for more than $2 billion Qualcomm chief outlines moves beyond smartphone chips 5/6/2024 Qualcomm CEO Cristiano Amon says the company is seeing growth in automotive and demand for AI-powered devices as it continues its diversification. Amon pointed to the upcoming Snapdragon Elite X chips in Microsoft Windows. Starlink Satellites Make Up 60% of All Active Spacecraft in Orbit 5/6/2024 SpaceX now has nearly 5,900 Starlink satellites in low-Earth orbit, but it wants 30,000, posing potential safety concerns as space around the planet gets ever-more crowded. Silicon carbide brings performance, efficiency to EV sector 5/3/2024 Silicon carbide is being labeled as the next big thing in electric vehicles. SiC offers rapid-charging solutions, power conversion efficiency and overall performance. It also provides versatility and scalability in high-temperature, high-power applications. SK Hynix nearly sold out of HBM chips for 2025 5/3/2024 SK Hynix reports booming sales for its high-bandwidth memory chips on AI demand and has nearly sold out its production capacity for next year. The company plans to sample its 12-layer HBM3E this month and begin mass production in the third quarter. Guerrilla RF Completes Acquisition of Gallium Semiconductor’s GaN Device Biz 5/3/2024 Guerrilla RF has finalized the acquisition of Gallium Semiconductor's entire portfolio of GaN power amplifiers and front-end modules. Effective April 26th, 2024, GUER acquired all previously released components as well as new cores under development at Gallium Semiconductor. Intel Paints Their AI Future with Gaudi 3 5/3/2024 Intel is painting a future AI accelerator competitive landscape with three viable options: itself, AMD and, of course, Nvidia. Imec showcases wafer-bonding tech with 400nm pitch copper conductors 5/2/2024 Semiconductor research lab Imec has demonstrated wafer-bonding with 400nm pitch copper conductors across the boundary, proposing the technology for logic-on-logic and memory-on-logic wafer stacking within ICs, and for adding back-side power networks to die. NVIDIA’s Blackwell Expected to Boost TSMC’s CoWoS Total Capacity by Over 150% in 2024 5/2/2024 The supply chain has high expectations for the GB200, with projections suggesting that its shipments could exceed millions of units by 2025, potentially making up nearly 40 to 50% of NVIDIA’s high-end GPU market. Microchip Strengthens Automotive Networking Market Leadership with VSI Acquisition 5/2/2024 Microchip Technology Inc. has completed the acquisition of Seoul, Korea-based VSI Co. Ltd, an industry pioneer in providing high-speed, asymmetric, camera, sensor and display connectivity technologies and products Tesla has backs away from an ambitious plan for innovations in gigacasting 5/2/2024 Tesla has backed away from an ambitious plan for innovations in gigacasting, its pioneering manufacturing process, according to two sources familiar with the matter, in another sign that the electric-vehicle maker is retrenching amid falling sales and rising competition. Microsoft allocates $1.7B to expand cloud, AI services in Indonesia 5/1/2024 Microsoft (MSFT.O) will invest $1.7 billion over the next four years into expanding cloud services and artificial intelligence in Indonesia, including building data centres, Huawei bouncing back from US containment efforts with wider ambitions 5/1/2024 The remarkable comeback raises questions about whether US efforts to contain China’s geopolitical ascent have been effective or adequate, and which of the two superpowers will come to dominate in areas such as semiconductor design and artificial intelligence. NXP sees industrial demand lifting Q2 profit 5/1/2024 NXP Semiconductors is forecasting its second-quarter profit to beat estimates on industrial demand. NXP's largest revenue share -- automotive -- is beginning to see inventory buildup. American Battery Technology Co. starts production at lithium-hydroxide facility 5/1/2024 Sitting on 10,000 acres, the Tonopah project includes several facilities that ABTC is using to capture and process lithium hydroxide for use in lithium-ion battery cells, as well as recycle battery metal products. 2nm competition is heating up 4/30/2024 Taiwan Semiconductor Manufacturing Co., Intel and Samsung Electronics are at various stages of production on 2-nanometer processes. TSMC is ramping up production of its N2 this year with N2P planned for 2026; Intel's 18A is set for production in 2025; and Samsung has a foundry contract with a Japanese AI startup for its 2nm process. SK Innovation losses continue for battery unit 4/30/2024 SK Innovation is slowing its battery investments after its battery unit SK On saw a $241 million operating loss in the first quarter. SK On Chief Financial Officer Kim Kyunghun says electric vehicle launches in North America are expected to drive market improvements. Global PC Market Back in Black in 1Q 2024 4/30/2024 Global PC shipments grew by around 3% year-on-year (YoY) in the first quarter (1Q 2024) after eight consecutive quarters of declines due to demand slowdown and inventory correction, Will MicroLEDs Revolutionize Our Screens? 4/30/2024 As we transition from LCD and OLED screens, microLED stands out as a beacon of innovation, promising unparalleled energy efficiency, luminosity and color depth. TSMC previews A16 process in move toward HPC products 4/29/2024 Taiwan Semiconductor Manufacturing Co. is detailing the first in its A-series of process technology. The A16, named for angstroms, is seen as a move toward high-performance computing applications and will be available commercially in 2026. TSMC adds N4C process to 4nm portfolio at a lower cost 4/29/2024 Taiwan Semiconductor Manufacturing Co. is expanding its 4-nanometer class with its N4C fabrication process, which offers fewer masking layers and a smaller die size for up to 8.5% the cost. The N4C builds on TSMC's N4P technology and features the power, performance and area sought by many clients.  1  |  2  |  3  |  4  |  5  |  6  |  7  |  8  |  9  |  10

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