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Industry News
DRAM Price Increase Expected to Narrow to 3–8% in 2Q 2024 4/15/2024
As they continue to improve their situations by boosting capacity utilization rates, the overall demand outlook for this year remains tepid. Additionally, significant price increases by suppliers since the fourth quarter of last year (4Q 2023) are expected to further diminish the momentum for inventory restocking.
Taiwan Startup Innovates New-gen 3D Al Assistant with VR/MR Technologies 4/15/2024
At the Smart City Summit & Expo, Pumpkin VR, a pioneering Kaohsiung-based startup, unveiled its 3D AI assistant tailored for businesses, deeply integrating artificial intelligence (AI), virtual reality (VR), and mixed reality (MR) technologies.
Mercedes-Benz workers in Alabama file for UAW election 4/15/2024
A “supermajority” of the more than 5,000 autoworkers at the facility filed a petition with the National Labor Relations Board, the UAW announced Friday.
AT&T Hit With Dozens of Class-Action Lawsuits Following Data Breach 4/12/2024
AT&T also appears to revise its estimate of affected users from 73 million to 51 million.
Foxconn weighs rotating leadership, sources say 4/12/2024
Foxconn is considering a rotating system of chief executives as it overhauls its management, sources say. The strategy can promote teamwork and develop talent, and follows calls from investors to increase corporate governance, analysts say.
Electronic System Design Industry Revenue Hits .4B in 4Q 2023 4/12/2024
The four-quarter moving average, which compares the most recent four quarters to the prior four, rose 14.1%.
UPS sees big opportunity in Mexico’s nearshoring wave 4/12/2024
UPS is particularly well-positioned to handle the flow of goods from Asia to Mexico that are then destined for delivery in the U.S.
Huawei releasing 5nm Kirin chip made by SMIC 4/11/2024
Huawei Technologies is set to release a Kirin chip that uses a 5-nanometer process node made by SMIC, according to a report. Huawei is also reported to be developing Kirin chips with a 64-bit structure.
Microsoft investing $2.9B in data centers in Japan 4/11/2024
Microsoft Corp. will invest $2.9 billion over the next two years to boost its hyperscale cloud computing and artificial intelligence infrastructure in Japan, marking its biggest investment in the country.
Rivian keeps production pace as it preps for plant retooling 4/11/2024
The startup’s CFO said the new technology at the facility will result in “significant cost savings.”
Boeing delivery orders sluggish 4/11/2024
The aircraft maker delivered only 83 commercial aircraft as it slows production in an attempt to fix quality issues.
Samsung to get up to $6.6B in US chip subsidies for Texas facilities 4/10/2024
The subsidy, which will be unveiled by Commerce Department Secretary Gina Raimondo, will go toward construction of four facilities in Taylor, including one $17 billion chipmaking plant that Samsung announced in 2021, another factory, an advanced packaging facility and a research and development center.
South Korea banking on AI with $7B investment 4/10/2024
South Korean President Yoon Suk Yeol says the country is investing $6.94 billion in AI by 2027 to maintain its global edge in semiconductors. South Korea's chip exports hit $11.7 billion last month, and the country plans to focus on artificial neural processing units and high-bandwidth memory chips, according to the government
What is AI Good For? 4/10/2024
We are just now entering into the AI Era and are still in the early stages.
Nearly 70% of industrial organizations have experienced a cyberattack in the past year 4/10/2024
What these recent attacks tell us is that the unabated expansion of cyberthreats has found ways to intrude into every corner of modern organizations, and industrial operations are no exception.
Samsung unveils plans for 3D DRAM, sub-10nm process 4/9/2024
Samsung decided to break the silence at Memcom last week and revealed some of its plans concerning 3D DRAM. As it turns out, the first 3D DRAM node is just a few years away.
Samsung set to announce 2nd fab in Texas 4/9/2024
Samsung Electronics is planning to announce a second fab in Taylor, Texas, bringing its total investment there to $44 billion. The facility is expected to focus on high-bandwidth memory.
Tesla and Rivian Q1 Numbers Disappoint, But One Is Still Lapping the Other 4/9/2024
More tough news for the EV industry as Tesla and Rivian report lower output than expected amid manufacturing challenges.
TSMC awarded $6.6B in CHIPS funding 4/9/2024
The chipmaker also announced plans for a third semiconductor factory in Phoenix as part of an advanced manufacturing hub.
Samsung sees profit rebound on stronger memory demand 4/8/2024
Samsung Electronics ended quarterly profit declines in the first quarter, beating analyst estimates for a preliminary operating profit of $4.9 billion. Memory chip demand and stronger pricing helped the company's revenue increase, though totals were short of expectations.
Tesla deliveries fall to lowest level since 2020 4/8/2024
The automaker produced over 46,000 more vehicles than it delivered in Q1 2024.
Intel appoints new CFO to troubled chipmaking unit 4/8/2024
The appointment follows a $7 billion operating loss for Intel’s foundry unit as AI’s potential pushes up both interest and pricing in the semiconductor space.
Taiwan earthquake’s impact on chip industry likely to be ‘moderate,’ experts say 4/8/2024
The island is home to nearly all of the world’s most advanced chip production, making even small delays potentially troubling for semiconductor supply chains.
SureCore debuts PowerMiser SRAM IP in 16nm FinFET 4/5/2024
SureCore has released its ultra-low, dynamic power memory compiler PowerMiser in 16 nanometers. The SRAM IP aims to ease power budgets with a shift to mature FinFET processes
Samsung unveils plans for 3D DRAM, sub-10nm process 4/5/2024
Samsung is planning for its first 3D DRAM node within a few years and a stacked DRAM process technology in the early 2030s, according to a road map released last week. A sub-10-nanometer DRAM fabrication process appears to be two generations beyond Samsung's 5th Generation 10nm-class (12nm) technology from 2023.
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