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| Amkor plans $2B chip packaging and testing facility in Ariz. |
12/4/2023 |
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Amkor Technology is building an advanced packaging facility in Arizona with a $2 billion investment in the US semiconductor supply chain. Apple is expected to be the facility's first customer, with plans to test and package chips produced at a nearby Taiwan Semiconductor Manufacturing Co. site.
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| Intel plans to spend $14B on its chips at TSMC |
12/1/2023 |
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Intel is expected to spend $4 billion on making its chips at Taiwan Semiconductor Manufacturing Co. next year and another $10 billion on orders in 2025, according to a report from analyst Andrew Lu. Intel is likely to displace Advanced Micro Devices as TSMC's second biggest 3-nanometer client, behind Apple,
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| Nvidia reigns as most profitable chip brand amid AI demand |
12/1/2023 |
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Nvidia's profits hit $10.42 billion in the third quarter as it worked to meet global demand for AI chips and serving big-name clients Meta and Microsoft. The strong quarter put it ahead of Intel and Samsung, but CEO Jensen Huang noted that US supply chain independence is still up to two decades away.
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| Nvidia recruiting AV talent in China |
11/30/2023 |
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Nvidia is looking to add to its autonomous vehicle team by recruiting in China to fill positions under Xinzhou Wu, the head of automotive, who was hired in August. Nvidia introduced its automotive-grade Thor chips last year that boast 2,000 teraflops of performance.
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| HBM chip competition expected to grow in the new year |
11/30/2023 |
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Samsung Electronics, Micron Technology and SK Hynix are set to compete for Nvidia orders as demand for high bandwidth memory picks up for generative AI applications, according to reports. SK Hynix has led the way, but Samsung's upcoming HBM3 and Micron's HBM3E are seen as contenders
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| Rapidus seeks engineers to revive Japan's chip industry |
11/29/2023 |
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Government-backed Japanese chip foundry venture Rapidus is hunting high and low - including among industry veterans and overseas - to find engineers to help it revive a chip industry that was once the envy of the world.
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| 5G chipset market on pace to hit $92B |
11/29/2023 |
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The market for 5G chipsets is likely to increase at a compound annual growth rate of 21% by 2030 to reach a valuation of $92 billion, according to Adroit Market Research. Automotive, health care and entertainment are among the industries driving the growth of specialized 5G chipsets.
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| Strong quarter drives SK Hynix to all-time high in DRAM |
11/28/2023 |
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Samsung Electronics remains atop the world DRAM market with a 39.4% third-quarter market share, with SK Hynix in second place at 35%, its all-time high after a gain of 4 percentage points, Omdia reports. The company generated $4.63 billion in DRAM revenue in the third quarter.
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| Industry's revenue up for 2nd straight quarter |
11/28/2023 |
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Revenue in the semiconductor industry was up 8.3% in the third quarter compared to the prior quarter, with SK Hynix and Nvidia notable beneficiaries, according to industry tracker Omdia. Revenue was spurred by AI demand, reaching an estimated $139 billions.
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| MediaTek upgrades Wi-Fi 7 portfolio with 6-nm chips |
11/23/2023 |
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MediaTek unveiled a pair of 6-nanometer-based Wi-Fi 7 chipsets designed to boost speed and performance. The Filogic 860 is aimed at enterprise access points, Ethernet gateways and mesh nodes among other router applications, while the Filogic 360 is designed for consumer electronics, including edge and streaming devices.
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