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Rivian CFO inks $3.5M trading plan as EV industry faces bumps 11/20/2024 President-elect Trump will likely ax the EV tax credit, a proviso of the Inflation Reduction Act, upon taking office in January. Critics say the move will badly impact EV competition. Hynix to sample HBM3e 16hi in H1 2025 11/19/2024 With HBM4 12hi starting in the second half of 2025, Hynix’s move to add a 16hi option within the HBM3e family could be because TSMC’s CoWoS-L packaging technology is expected to support larger package sizes between 2026 and 2027, allowing for more HBM stacks per SiP. Global GPU market to hit $100 billion in 2024 11/19/2024 Demand for these units is increasing rapidly. As a result, the revenue of GPU developers is growing, and this year the global GPU market is expected to exceed $98.5 billion, according to Jon Peddie Research. Asian governments increase funding to boost semiconductor industries 11/19/2024 Taiwan, China, South Korea, and Japan continue to foster growth, while the rest of Asia competes for foreign investment and talent. MRDIMMs double bandwidth and reduce latency for Xeon 6 11/19/2024 Intel is highlighting multiplexed rank dual inline memory modules for its Xeon 6 platform, noting that the modules' double bandwidth reduces latency and maintains compatibility with existing server infrastructure. NEC plans to use the MRDIMMs in an upcoming supercomputer. Wi-Fi Chipset Market Forecast to Grow 12% YoY in 2025 11/18/2024 The Wi-Fi chipset market is expected to increase by 12% YoY in 2025, according to Counterpoint Research. Modular Test Systems are Crucial for Modern Electronics 11/18/2024 Rising production and product functionality demands mean similarly higher standards for their quality assurance processes. AI Data Centers May Face Power Shortages by 2025 11/18/2024 Forty percent of AI data centers won't have enough power to function fully without additional energy sources added to the grid, according to Gartner analysis. Elon Musk Adds Microsoft to His Lawsuit Against OpenAI 11/18/2024 OpenAI has become a 'market-paralyzing gorgon' while its partnership with Microsoft has allowed the two tech firms to exchange 'competitively sensitive information,' Musk says. Samsung may outsource Exynos to TSMC and scrap in-house Snapdragon plans 11/15/2024 Exynos chips have long faced criticism for overheating, battery life, and poor performance Switching to TSMC could improve Exynos reputation and production efficiency in the long run. Samsung, SK to unveil supercomputer chips at SC24 11/15/2024 SK Hynix and Samsung Electronics are expected to introduce supercomputer chips at the upcoming Supercomputing 24 conference. SK Hynix is debuting an accelerator card for large language models using its GDDR6-AiM chip. Samsung is focusing on Compute Express Link products, including the CXL Memory Module-DRAM. AMD is laying off 4 percent of its global workforce as it sharpens focus on AI 11/15/2024 Advanced Micro Devices plans to lay off 4% of its global workforce, or about 1,000 employees, to focus on growth areas such as AI and data centers. The reduction is seen as a strategic approach to ensure necessary skills in fast-growing sectors. Canadian Chip Manufacturing Needs Industrial Policy 11/14/2024 In a recent virtual chat, Hudson Valley FastFab chair and CEO Dick Thurston and Jim Bark, partner with DNA Global, discussed the key ingredients necessary for Canada to ramp up its semiconductor manufacturing capabilities as they look to build a mature node fab in Canada. Amazon Kills Freevee, Migrates Content to Prime Video 11/14/2024 Amazon is consolidating its video content in one place to keep things simple. 'A vast offering of free streaming content will still be accessible for non-Prime members,' the company says. Amazon's Temu Killer Arrives, Offering Products for $20 or Less 11/14/2024 Amazon Haul looks to draw consumers away from Temu, Shein, and AliExpress with 'crazy low prices,' if you're willing to wait a week or two to receive your packages. Japan is ramping up efforts to revive its once dominant chip industry 11/14/2024 Japanese Prime Minister Shigeru Ishiba has announced a plan that will provide support worth 10 trillion yen ($65 billion) or more by fiscal 2030. Samsung Electronics to expand chip packaging facilities for HBM 11/13/2024 Samsung to convert LCD plant to HBM chip fab in South Korea 4 manufacturing issues to watch under a new Trump administration 11/13/2024 President-elect Donald Trump’s agenda could mean raised tariffs, lower taxes and curtailed clean energy subsidies. Wi-Fi Chipset Market Forecast to Grow 12% YoY in 2025 11/13/2024 The Wi-Fi chipset market is expected to increase by 12% YoY in 2025, according to Counterpoint Research. Apple's Next Big Move Could Be Home Security Cameras 11/13/2024 Analyst Ming-Chi Kuo reports Apple has finalized a supplier for the security cameras, with mass production set to begin in 2026. Gorilla Glass maker Corning to receive up to $32 million under CHIPS Act 11/12/2024 The announcement comes just days after the European Commission opened an antitrust investigation into Corning over whether it uses exclusive supply agreements to stifle competition. US ordered TSMC to halt shipments to China of chips used in AI applications 11/12/2024 Taiwan Semiconductor Manufacturing Co. was reportedly ordered by the Commerce Department to stop shipping chips used in AI applications and graphics processing units made with 7-nanometer or better technology to Chinese companies. TI MCUs Enable Edge AI and Real-Time Control 11/12/2024 TI's new MCUs deliver advancements to help engineers achieve more intelligent and secure processing in automotive and industrial applications. Apple Now Offers Self-Repair Parts 11/12/2024 Apple warns that only those 'experienced with the complexities of repairing electronic devices' should attempt self-service repair. TSMC and GlobalFoundries Finish Talks Over Chips Act Awards 11/11/2024 Taiwan Semiconductor Manufacturing Co. and GlobalFoundries have finalized binding agreements for funding under the CHIPS and Science Act, according to sources, with TSMC receiving $6.6 billion in grants and $5 billion in loans for its Arizona fab, and GlobalFoundries obtaining $1.5 billion in grants and $1.6 billion in loans for projects in New York and Vermont.  13  |  14  |  15  |  16  |  17  |  18  |  19  |  20  |  21  |  22

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