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Intel, SoftBank eyeing a DRAM alternative to HBM 6/3/2025 Intel and SoftBank have reportedly formed Saimemory to develop a stacked dynamic random-access memory alternative to high-bandwidth memory, targeting commercialization by 2029, according to a Nikkei report. The initiative, which is expected to cost up to $70 million, will be tasked to halve power consumption compared with HBM Motorola to acquire defense radio maker for $4.4B 6/2/2025 The deal with Silvus Technologies would expand the company’s portfolio to include mobile ad-hoc network devices used by the military for data transmission and communications. Elon Musk Outlines Ambitious Plan to Produce 10K Starlink Satellites Per Year 6/2/2025 In a presentation to SpaceX employees about plans to colonize Mars, Musk also said he wants SpaceX to make a staggering 1,000 Starship vehicles per year. DRAM prices have jumped by 20% for the second month in a row 6/2/2025 Companies are buying as much memory as they can during the 90-day window on tariffs. US export controls target chip design software to China 6/2/2025 Cadence Systems, Synopsys, and Siemens among those subject to export licenses targeting Middle Kingdom Power enclosure maker AVL to establish its first US plant 5/30/2025 The Canada-based company is expanding to meet increased demand for data centers, which use the metal casings to protect their backup power units. Nvidia logs 69% Q1 revenue jump despite Trump export controls 5/30/2025 Despite a $4.5 billion loss due to the Trump administration’s restrictions on AI chips to China, the company saw skyrocketing data center demand and continues to invest in U.S. production. Apple to Shake Up Its OS Names 5/30/2025 Apple wants to bring some consistency to the naming of its software. The upcoming versions will be labeled based on the year, rather than the version number, Bloomberg reports. Elon Musk's DOGE Era Is Done As He Moves to Put Out Fires at Tesla, SpaceX 5/30/2025 The White House confirmed to Reuters that Musk's offboarding began last night following a decision 'at a senior staff level.' Dixon and Inventec Set Up JV to Manufacture Notebook PC, Networking Products in India 5/29/2025 The joint venture will undertake manufacturing of notebook PC products, servers, desktop PC products including components in India. The Advantages of Custom Analog ASICs 5/29/2025 Here is how full custom analog ASICs offer significant benefits over off-the-shelf ICs. TSMC to Open EU Design Center in Munich in Q3 5/29/2025 TSMC is set to establish its first European Design Centre in Munich, Germany, to support European clients and focus on high-performance and energy-efficient chips for automotive and industrial applications, AI, telecommunications and the internet of things. The facility will become the company's 10th and will also work on advancing RRAM and MRAM. Boeing, DOJ reach $1.1B deal to drop plane crash criminal charges 5/29/2025 The deal would require the aircraft manufacturer to invest $455 million to strengthen its compliance, safety and quality programs. SK hynix Develops UFS 4.1 Solution Based on 321-High NAND 5/28/2025 SK hynix expects the UFS 4.1 product, optimized for AI workload, to help enhance its memory leadership in the flagship smartphone markets. Trump backs Nippon-US Steel ‘planned partnership 5/28/2025 The president claims the $14 billion agreement will be controlled by the United States and create 70,000 jobs. Nvidia working with data center partners to build 800V HVDC power systems 5/28/2025 Using 800V high-voltage direct current (HVDC), this new architecture will centralize power distribution in AI data centers, allowing power to be converted from AC to DC at the GPU level, within the server board, minimizing energy losses. ChangXin Memory Technologies to phase out DDR4 memory by mid-2026 5/28/2025 This shift comes shortly after CXMT began mass production of DDR4, causing a spike in DDR4 prices. CXMT is prioritizing DDR5 and HBM3 development, although issues have been reported with its DDR5 chips. Qualcomm Returns to Data Centers with AI Focus 5/27/2025 Qualcomm plans to re-enter the data center CPU space, developing custom AI-centric processors designed for high performance and power efficiency. Industry Veteran Dr. David Emerson Appointed as COO of Wolfspeed 5/27/2025 Dr. David Emerson will be responsible for Wolfspeed's operations, supply chain, and quality divisions. China Semiconductor Market’s Pivotal Moment 5/27/2025 China boots its semiconductor ambition for self-sufficiency with substantial investment in R&D, talent, and a local ecosystem. Apple Reportedly Abandons Plans to Make a Smartwatch With a Camera 5/26/2025 Sorry, no cameras on upcoming Apple Watches, as the company switches gears to ramp up work on smart glasses, Bloomberg reports. NVIDIA’s CEO Rules Out Partnership With Intel & Samsung Foundry In The US 5/26/2025 NVIDIA's CEO Jensen Huang has reaffirmed the company's commitment to TSMC, claiming that Team Green has no other "suitable" alternatives to the Taiwan giant. NVIDIA's CEO Says TSMC Is The Leader In CoWoS, The Advanced Packaging Technology Which Defied Moore's Law. Siemens, Nvidia tech boosts factory automation 5/26/2025 Industrial AI is revolutionizing factory operations globally, enhancing productivity and enabling advanced automation by integrating applications such as AI and digital twins. The collaboration between Nvidia and Siemens makes these technologies accessible to manufacturers of all sizes for increasingly complex use cases. Industrial IC market recovery signs emerge 5/26/2025 Analog Devices, Texas Instruments and STMicroelectronics have reported better-than-expected forecasts, signaling a potential recovery in the industrial IC market. TI CEO Haviv Ilan suggested "more and more evidence and signals that across all channels, all geographies, a recovery of the industrial market is here." ADI also noted increased automotive demand, though some of it might be due to customers looking to avoid tariffs by pulling in orders. Despite Posting Growth, IC Market Faces Risk of Slowdown 5/23/2025 While the semiconductor market shows strong growth, "Tariff front-loading" risks creating an inventory overhang and future slowdown.  1  |  2  |  3  |  4  |  5  |  6  |  7  |  8  |  9  |  10

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