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| SK Hynix bets on DRAM upturn with $7.6 bn spending; HBM in focus |
11/10/2023 |
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SK Hynix is betting on increased industry demand for advanced DRAM chips by earmarking $7.6 billion for capital spending next year, representing at least a 43% increase over this year's number. The company also reportedly plans to spend on its high-bandwidth-memory manufacturing technology known as Through Silicon Via.
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| GlobalFoundries beats Q3 earnings estimates, optimistic about Q4 |
11/9/2023 |
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Excluding some items, profit was 55 cents a share in the period, the company said in a statement Tuesday. Analysts had projected 49 cents. GlobalFoundries’ earnings forecast for the fourth quarter also was higher than Wall Street expected, even as its sales outlook came in light.
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| Qualcomm, Samsung oppose India's TV on phones effort |
11/9/2023 |
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Qualcomm and Samsung say India's proposed mandate for ATSC 3.0 technology on smartphones for live-TV reception would raise the cost of devices, reduce battery performance and cell reception. Ericsson and Nokia joined the companies in asking the Indian communications ministry to reconsider.
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| Vietnam Develops 5G Chip |
11/9/2023 |
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The first 5G DFE chip series in Vietnam belongs to the 5G product ecosystem completely designed by Viettel's engineers.
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| Texas Instruments begins construction on 300-mm fab in Utah |
11/8/2023 |
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In February, TI announced its $11 billion investment in Utah, marking the largest economic investment in state history. LFAB2 will create approximately 800 additional TI jobs as well as thousands of indirect jobs, with first production in 2026.
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| Baidu orders $61.83M in AI chips from Huawei |
11/8/2023 |
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Baidu has ordered 1,600 910B Ascend AI chips from Huawei Technologies for about $61.83 million to be delivered by the end of the year. The chips were developed as an alternative to the A100 chip from Nvidia.
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| Canon Litho Tool is Years behind from ASML's EUV equipment |
11/8/2023 |
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“Defectivity and alignment have been perpetual problems and limitations of nanoimprint,” Maire said. “We do applaud Canon in making excellent progress, by the relentless engineering that Japanese firms are known for, but basic technical limitations still remain.”
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| NXP to implement distributed aperture radar for automated driving |
11/6/2023 |
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NXP is investing in startup Zendar's distributed aperture radar software for its automated driving ICs. NXP says the technology "fuses information from multiple radar sensors on a vehicle to create a larger effective antenna" and eliminates the need for multiple antenna channels.
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| Chipmakers likely to see revenue upswing in H2 |
11/3/2023 |
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Nvidia, Advanced Micro Devices and Intel should expect a bump in revenue in the second half of 2023 as notebook/PC and server markets stabilize and demand for high-performance computing chips rises, according to estimates from DigiTimes Research analyst Eric Chen. The chipmakers are launching GPU/CPU products amid demand for AI model training.
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