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Qualcomm debuts Snapdragon X Plus for laptops 4/26/2024
Qualcomm, following last fall's announcement of the Snapdragon X Elite, is adding the Snapdragon X Plus to its next-generation laptop chip line. Both use a 4-nanometer process and Arm-based Oryon CPU architecture and offer 45 TOPS of machine learning performance, but the X Plus is slightly more affordable, with fewer CPU cores (10 vs. 12 in the X Elite) and lower clock speeds (3.4Ghz vs. 3.8Ghz).
SK Hynix saw operating profit, HBM chip sales increase in Q1 4/26/2024
Operating profit jumped 734 percent to 2.88 trillion won ($2.1 billion) during the January-March period. Sales rose 10 percent over the same period to 12.43 trillion won, marking an all-time high for the quarter.
FTC to ban noncompete agreements 4/26/2024
The agency said the rule, expected to take effect as soon as late August, received overwhelming public support during a comment period.
Micron lands $6.1B in CHIPS funding 4/26/2024
The chipmaker will use the money to help build semiconductor plants in New York and Idaho.
Competition expected to drive HBM prices down in the second half of 2024 4/25/2024
As Nvidia's market value plummeted, many people began to doubt that Nvidia's control of 70-80% of the AI semiconductor market advantage can be sustained. They speculate that perhaps in the second half of 2024, the HBM market will undergo a round of price adjustments.
SK Hynix putting $3.86B into DRAM chip factory 4/25/2024
SK Hynix plans to invest $3.86 billion in a new factory in South Korea by the end of next year, where it will produce dynamic random access memory chips. The M15X fab is just part of the company's domestic investments, which include the Yongin Semiconductor Cluster, which will open in 2027.
Microchip Helps Simplify Aviation Industry’s Transition to More Electric Aircraft 4/25/2024
To provide the aviation industry with a comprehensive electric actuation solution, Microchip Technology Inc. has launched a new integrated actuation power solution that combines companion gate driver boards with its expansive Hybrid Power Drive (HPD) modules in silicon carbide (SiC) or silicon technology with a power range of 5kVA to 20kVA.
SK hynix and TSMC Ink MoU on HBM Technology 4/25/2024
SK hynix and TSMC will collaborate on next-generation HBM and enhance logic and HBM integration through advanced packaging technology.
Samsung leads with mass-production of latest V-NAND 4/24/2024
Samsung Electronics is the first to mass-produce ninth-generation vertical NAND flash memory chips. Samsung the product's bit density is 50% higher than the previous generation and channel hole-etching technology allowed it to maximize the cell layer in a double-stack structure.
AI-Driven HBM Uptake is Power-Sensitive 4/24/2024
Despite its high price tag, HBM3 memory is selling fast to help power AI-focused data centers.
Tesla CEO Elon Musk wanted to lay off 20% of the company 4/24/2024
“There is nothing I hate more, but it must be done,” the Tesla CEO wrote to staff. “This will enable us to be lean, innovative and hungry for the next growth phase cycle.”
Jabil CEO placed on paid leave amid investigation 4/24/2024
CFO Michael Dastoor is stepping in as interim CEO amid an SEC probe into the manufacturer's corporate policies.
Intel taps AI to optimize chip design, reducing process time 4/23/2024
Intel claims the AI tools for optimizing SoC layouts have slashed the time required by some of the firm’s semiconductor design processes from six weeks to just "minutes."
STMicro, Rohm's SiCrystal sign new SiC wafer supply deal 4/23/2024
STMicroelectronics and Rohm's SiCrystal are expanding a supply agreement for 150 mm silicon carbide substrate wafers. The wafers will be manufactured in Germany, and the deal is expected to be worth at least $230 million.
Commerce chief points to Huawei chip as sanctions win 4/23/2024
Commerce Secretary Gina Raimondo is downplaying Huawei Technologies' latest chip as evidence US export controls on China are working. The Mate 60 Pro technology is "years behind what we have in the United States," Raimondo says.
White House CHIPS funds boost microelectronics innovation 4/23/2024
The $54 million is for small business R&D work in the sector as part of a strategy to boost semiconductor-related fields.
SK Hynix developing next-generation HBM chips with TSMC 4/22/2024
SK Hynix is working with Taiwan Semiconductor Manufacturing Co. on its high-bandwidth memory chips for AI. The HBM4 is expected to be in mass production in 2026.
TSMC's overseas chip production to come at a cost 4/22/2024
Taiwan Semiconductor Manufacturing Co. is continuing to expand its chip production outside of Taiwan and plans to charge a premium based on higher labor, material and power costs. TSMC also estimated $92.44 million in losses after the earthquake this month in Taiwan.
India EV Sales Forecast to Rise 66% in 2024 4/22/2024
In 2023, even as India’s passenger vehicle (PV) sales grew by 10% year-on-year (YoY), its electric vehicle (EV) sales nearly doubled to account for 2% of the overall PV sales. This EV surge can be attributed to multiple factors, including increasing urban consumer interest, government initiatives, infrastructure development, and concerns over climate change.
Inventory Restocking, Strong AI Demand Fuel Fab Industry Revenue Growth in 4Q 2023 4/22/2024
Despite lingering macroeconomic uncertainties, the industry started bottoming out in 2H 2023, driven by supply chain inventory restocking demand in the smartphone and PC sectors. Rush orders were observed from both PC and smartphone applications, particularly in the Android smartphone supply chain.
Samsung unveils LPDDR5X DRAM with 10.7 Gbps for on-device AI 4/19/2024
Leveraging 12 nanometer (nm)-class process technology, this is said to be the smallest chip size among existing LPDDRs, solidifying Samung’s technological leadership in the low-power DRAM market.
Micron set to get $6.1B from CHIPS Act for plants in N.Y., Idaho 4/19/2024
The investment would lead to an estimated 9,000 direct jobs and 40,000 construction jobs. Micron has also announced plans for a $15 billion memory chip plant in its hometown of Boise, Idaho.
Biden calls for tripling tariffs on Chinese metals 4/19/2024
"If that investigation confirms these anti-competitive trade practices, then I’m calling on her to consider tripling the tariff rates for both steel imports and aluminum imports from China,” Biden said of U.S. Trade Representative Katherine Tai.
US plans to restore tariffs on dominant solar technology 4/19/2024
The Biden administration is expected to grant a request by South Korea’s Hanwha Qcells to reverse a two-year-old trade exemption that has allowed imports of a dominant solar panel technology from China and other countries to avoid tariffs.
Micron's 232-layer QLC NAND now in mass production 4/18/2024
Micron Technology is mass producing its 232-layer quad-level cell NAND flash, touting the 200+ layers in QLC chips as a first for memory manufacturers. The chip is offered with up to 2,048GB.
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