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Trump's 36% Tariff on Cambodia, Thailand Are Bad News for Apple and Nintendo 7/10/2025 Nintendo lists Cambodia as one of its main manufacturing sites while Apple appears to use two contract manufacturers with factories in Thailand. Global Chip Sales Up 20% YoY in May 7/9/2025 Global semiconductor sales reached $59 billion in May, up by 19.8% year-on-year, according to the Semiconductor Industry Association. Micron Reveals Adaptive Write Technology and G9 QLC NAND in New SSD 7/9/2025 Micron claims the new SSD one-ups TLC value drives in user experience while maintaining QLC economics. May semi sales up 19.8% y-o-y, says SIA 7/9/2025 “growth in the global chip market continued to be fueled by strong demand in the Americas and Asia Pacific/All Other regions.” IBM unveils Power11 chips for efficient AI deployment 7/9/2025 IBM has introduced Power11 chips and servers, aiming to simplify AI deployment and enhance power efficiency. The Power11 systems are designed for reliability and security, with minimal downtime and rapid response to ransomware attacks. Later this year, IBM says it will integrate Power11 with its Spyre AI chip to focus on AI inference rather than training. Microchip, Nippon Chemi-Con, NetVision Develop First ASA-ML Camera Platform 7/8/2025 Microchip has partnered with Nippon Chemi-Con and NetVision to deliver the first ASA-ML camera-development platform. ASML is looking for 16 skilled lithography engineers 7/8/2025 Top semiconductor toolmaker launches talent competition in China. US reportedly plans to curb sales of AI GPUs to Malaysia and Thailand to prevent smuggling to China 7/8/2025 A preliminary version of the new export rule, reported by Bloomberg, states that the U.S. Commerce Department would require companies to obtain a U.S. government export license before sending AI GPUs to the two Southeast Asian nations. Intel may rediscover its "mojo" 7/8/2025 Intel is reportedly considering de-emphasizing its 18A process technology in favor of the next-generation 14A under CEO Lip-Bu Tan, and analyst Jack Gold supports the strategy. Gold cites Intel's limited resources and the need to focus on future technologies. "My take on this is that [Tan] wants Intel to concentrate on getting its industry-leading 'mojo' back. That means not catching up to TSMC, but excelling against them SLC NAND Flash Memory Market to Excedd $16.4B by 2031 7/7/2025 The SLC NAND flash memory market size is expected to reach $16.4 billion by 2031, according to The Insight Partners. SEMI, TechSearch Release 2025 Edition of Worldwide Semiconductor Assembly & Test Facility Database 7/7/2025 SEMI and TechSearch International has released the 2025 edition of the Worldwide Semiconductor Assembly & Test Facility Database. Mass Burn: SpaceX Deorbits Nearly 500 Starlink Satellites in 6 Months 7/7/2025 The company deorbited about 2.6 satellites per day between December and May, causing them to burn up in the atmosphere. It's unclear how or if this might impact the environment. Samsung completes development of 1c DRAM, paving way for HBM4 rollout 7/4/2025 The milestone brings Samsung one step closer to its goal of mass-producing HBM4, or fourth-generation high-bandwidth memory, in the second half of 2025. US lifts ban on EDA sales to China 7/4/2025 Siemens, Synopsys and Cadence have a collective 82% market share of China’s EDA tools market. Small Business Administration launches ‘Made in America’ manufacturing effort 7/4/2025 Vice President JD Vance touted the administration’s efforts during a visit to a Michigan plastics factory. Nippon finalizes $14B US Steel takeover 7/4/2025 The deal gives President Donald Trump approval over key provisions of the new partnership, including any job moves, facility closures or other future acquisitions. SLC NAND Flash Memory Market to Excedd $16.4B by 2031 7/3/2025 The SLC NAND flash memory market size is expected to reach $16.4 billion by 2031, according to The Insight Partners. Jabil picks North Carolina for $500M AI facility 7/3/2025 The investment is expected to create nearly 1,200 jobs in Rowan County and grow the state’s economy by billions of dollars. Toshiba ships SiC MOSFETs for industrial efficiency 7/3/2025 The MOSFETs offer a low drain-source on-resistance temperature coefficient, enhancing power density and efficiency in high-voltage applications such as switched-mode power supplies, electric vehicle charging stations and photovoltaic inverters. Intel CEO Tan considers major shift in chipmaking strategy 7/3/2025 Intel CEO Lip-Bu Tan is considering a change to the company's contract manufacturing strategy, potentially discontinuing the marketing of the 18A chipmaking process to external customers. Global Automotive NAD Market Sustains Growth in 1Q 2025 7/2/2025 Surging demand for in-car connectivity, particularly in China, has helped sustain growth of the global NAD market, according to Counterpoint. Home » News » Business Add to Bookmarks By David Manners Posted on 1st July 2025 | Modified on 1st July 2025 Wolfspeed files for bankruptcy 7/2/2025 Wolfspeed C3M0075120K SiC mosfet“Wolfspeed is continuing to operate as usual throughout the process, including delivering silicon carbide materials and devices to its customers and paying its vendors in the ordinary course,” it said in a statement. Intel’s Next-Gen Jaguar Shores “Gaudi” AI GPUs To Feature SK hynix HBM4 Memory 7/2/2025 Intel revealed that it is partnering with SK Hynix for its next-gen Jaguar Shores "Gaudi" GPUs while also working on a new Arc GPU for Edge AI servers. Google Brings One of Its Most Useful Apps to the Apple Watch for the First Time 7/2/2025 Only a handful of Google apps are available on Apple's smartwatch, but this one should help you stay organized. Are more on the horizon? AI Chip Demand Fuels 12% YoY Revenue Growth in Global Semiconductor Foundry 2.0 in 1Q 2025 7/1/2025 Global semiconductor foundry 2.0 market revenue rose by 13% year-on-year (YoY) in the first quarter (1Q 2025) to $72.29 billion, largely driven by the surging demand for AI and high-performance computing (HPC) chips, which fueled the need for advanced nodes (3nm, 4/5nm) and advanced packaging (e.g. CoWoS), according to Counterpoint Technology Market Research’s Foundry Revenue […]  12  |  13  |  14  |  15  |  16  |  17  |  18  |  19  |  20  |  21

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