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Monday, October 25, 2021

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Nvidia announced its developer toolbox for supporting AI-powered robotics 10/25/2021
Nvidia, which is trying to assert its lead as a supplier of processors for AI applications, announced a host of “performance perception” technologies that would be part of what it will now call Isaac ROS. This includes computer vision and AI/ML functionality in ROS-based applications to support things like autonomous robots.
SEMICON Japan returns to Tokyo 10/25/2021
SEMICON Japan 2021 Hybrid will showcase opportunities for the semiconductor manufacturing and design supply chain to enable a smarter world through advances in Smart Mobility, mobile communications and other applications powering industry growth.
Texas Instruments unveiled new 3D Hall-effect position sensors for factory automation 10/25/2021
The sensor is promoted as providing integrated functions and diagnostics to maximize design flexibility and system safety while saving energy.
Planned TSMC plant in Japan expected to drive up operational cost 10/25/2021
Western nations are demanding a secure supply of semiconductors as their domestic automakers continue to idle production lines because of chip shortages. Those governments are seeking manufacturing investments from leading chip makers in Asia such as Samsung of South Korea and TSMC of Taiwan, as well as Intel.
Keysight Technologies Inc. acquired Scalable Network Technologies 10/22/2021
Keysight Technologies Inc. has acquired Scalable Network Technologies, a leader in communications network simulation and modeling solutions for design, test and analysis, as well as cyber assessment and training.
OPPO to design their own Android smartphone chips 10/22/2021
Nikkei reports that Oppo is working on a custom chip design that could debut in the brand’s smartphones as soon as 2023 or 2024, depending on the pace of development.
Electric vehicle (EV) sales up 177% 10/22/2021
Electric vehicle (EV) sales in Asia and the Middle East reached 1,802,723 units for January to August 2021, up by 177% year-on-year, according to the Worldwide Monthly BEV & PHEV Tracker from Researcher and Research LLC.
PC shipment broke record again 10/22/2021
Global PC shipments marked their sixth consecutive year-on-year (YoY) growth in the third quarter of 2021 at 84.2 million units. This came despite the ongoing component shortages and other supply constraints.
Micron to build a new DRAM plant in Japan 10/21/2021
The new chip fab will produce advanced DRAM for the data center, as the company is shifting focus away from the consumer market after selling its 3D XPoint fab to Texas Instruments.
GlobalFoundries to IPO on Nasdaq for $47 billion 10/21/2021
GloFo is to sell 33 million shares and major shareholder Mubadala is to sell 22 million shares for between $42 and $47 a share in an attempt to raise $2.6 billion.
Bit demand in DRAM to increase while revenue will stay flat 10/21/2021
Total DRAM bit supply is projected to grow by 17.9% in 2022. DRAM bit demand to increase by 16.3% in 2022. DRAM revenue for 2022 will likely be mostly flat.
Gallium arsenide (GaN) technology has taken opportunity to grow in automotive electronic 10/21/2021
For example, Kubos Semiconductor is developing a new material called cubic GaN. “It’s the cubic form of gallium nitride and we can not only produce it on large-scale wafers — 150 mm and above — but potentially, they can scale to higher wafer sizes and can slot seamlessly into existing production lines,”
Wolfspeed, formerly Cree, gets design win to suppply SiC wafer for GM EV productions 10/20/2021
Wolfspeed, formerly Cree, kicked off its rebranding with a major design win: A supply chain agreement with GM to develop and produce silicon carbide (SiC) semiconductors for the automaker’s EVs. In August,
Alibaba shows home grown ARM based server chip 10/20/2021
Alibaba Cloud has revealed a home-grown CPU for servers, based on the Arm architecture, that it has already deployed powering its cloud services.
Apple shows off its in house developed M1 and M1 Pro system in a chip 10/20/2021
The M1 had been widely successful for Apple, showcasing fantastic performance at never-before-seen power efficiency in the laptop market. Although the M1 was fast, it was still a somewhat smaller SoC – still powering devices such as the iPad Pro line-up, and a corresponding lower TDP, naturally still losing out to larger more power-hungry chips from the competition.
China runs behind on Semiconductor due to shortage of talent pool 10/20/2021
China faces a chronic shortage of scientific and engineering talent that may hamper its efforts to become a semiconductor superpower and reduce its reliance on imported chips, according to industry figures.
Rambus announced sampling of DDR5 server memory modules 10/19/2021
This level of performance, according to the company, represents a 17% increase in data rate over the first-generation 4800 MT/s DDR5 RCD. With the addition of a number of key innovations, Rambus has been able to deliver 5600 MT/s performance at lower latency and power while optimizing timing parameters for improved RDIMM margins.
NGK Insulators plans European plant switch to renewable energy 10/19/2021
NGK Ceramics Europe in Belgium will use completely green power, “procuring electricity generated through wind power as well as generating power by installing solar panels on its site”
New JEDEC Standard making it easier to change out flash memory soldered into connected devices applications 10/19/2021
The JEDEC Solid State Technology Association has released its first iteration of the Crossover Flash Memory (XFM) Embedded and Removable Memory Device (XFMD) standard. The spec outlines a new universal data storage media providing an interface between NVM Express (NVMe) and PCI Express (PCIe) in a small, thin form factor.
Component shortage slows smartphone market 10/19/2021
Global smartphone shipments fell by 6% in the third quarter of 2021 as vendors struggled to meet demand for devices amid component shortages, according to market analyst Canalys.
Israeli AI chip startup Hailo has raised $136 million in a Series C funding 10/18/2021
Hailo’s latest cash infusion will be used to continue building its software offering and support teams. The company has expanded its presence globally over the last year, opening offices in Tokyo, Taipei, Munich and Silicon Valley.
Samsung Foundry to offer GAA process by 2022 10/18/2021
amsung is being most aggressive pursuing the next generation of transistor technology, with plans to reach mass production ahead of TSMC and Intel. Samsung’s 3-nanometer process will use the gate-all-around (GAA) transistor structure, which the foundry calls MBCFET (Multi-bridge channel FET) and will be in production first half of 2022.
DRAM prices projected to be in downswing 10/18/2021
DRAM contract prices are likely to exit a bullish period that lasted three quarters and be on the downswing in the fourth quarter of 2021 at a quarter-on-quarter (QoQ) decline of 3-8%, according to TrendForce. This decline can be attributed to not only the declining procurement activities of DRAM buyers going forward, but also the drop in DRAM spot prices ahead of contract prices.
China and Taiwan combine now controls 37% of semiconductor global capacity 10/18/2021
As of December 2020, Taiwan held the largest share of IC industry capacity of any country or region in the world. Moreover, if combined, the share of IC capacity within the borders of China and Taiwan would represent about 37% of global IC capacity, about 3x the amount of IC capacity located in North America.
AMD offers new $329* Radeon RX 6600 graphics card 10/15/2021
The graphics card that should be available at Amazon, Best Buy, Micro Center and the Newegg Shuffle starting as soon as the very moment we published this story at 9AM ET. Given how exorbitant GPU prices have been during the global chip crunch, you should probably stop reading if you want one and get with the clicking.
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