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Electric-car maker Fisker said on Wednesday it will collaborate with Foxconn on an electric vehicle project and forecast that production would start in the fourth quarter of 2023.
US President Joe Biden is set to sign an executive order as early as this month to accelerate efforts to build supply chains for chips and other strategically significant products that are less reliant on China, in partnership with the likes of Taiwan, Japan and South Korea.
Nikkei Electronics Asia
Jack Ma's Ant Group quickly became one of China's most powerful companies, and its plans for bridging the worlds of tech and finance were growing ever more ambitious by the day. Now it appears to be turning into the kind of highly regulated Chinese bank that it hoped to supplant.
CNN
As an auto chip shortage continues to disrupt car manufacturing, ON Semiconductor CEO Hassane El-Khoury told CNBC he expects a bottleneck in orders to subside by the second half of 2021.
CNBC
Security researchers have spotted a new malware operation targeting Mac devices that has silently infected almost 30,000 systems.
ZDNet
Looking ahead, cutting edge wafer supply might not be the biggest headache for big chip companies. As TSMC chairman Liu sees it, a renaissance is coming. One day chip design will be as easy as writing code.
EE Times
As the main paper sessions close out, there were three papers that deserve some attention for their potential impact on system-on-chip (SoC) technology.
EE Times
China may ban the export of rare-earths refining technology to countries or companies it deems as a threat on state security concerns, according to a person familiar with the matter.
Bloomberg
Applied Materials on Thursday forecast second-quarter revenue above market expectations, as demand for its semiconductor manufacturing tools picked up during a global shortage of semiconductors.
Reuters
Analog Devices is delaying the closure of a California chip factory as sales boom and supplies remain tight, the company's chief executive told Reuters after the company reported better-than-expected quarterly results.
Reuters
Qualcomm incoming Chief Executive Officer Cristiano Amon said US sanctions against China's Huawei Technologies may help alleviate a global shortfall in semiconductor supply. If Huawei's in-house chip unit HiSilicon can't get its designs manufactured, the company may order more chips from other providers. These limitations will also free up capacity at TSMC, Amon said in a webcast with Goldman Sachs analyst Rod Hall.
Bloomberg
President Joe Biden's top economic adviser, Brian Deese, has sought the Taiwanese government's help resolving a global semiconductor shortage that's idling US car manufacturing plants, according to a letter reviewed by Bloomberg News.
Bloomberg
Apple launched its first iPhones with 5G wireless speeds a few months ago. Now it's looking to start work on sixth-generation cellular connectivity, or 6G, indicating it wants to be a leader in the technology rather than relying on other companies.
Bloomberg
NXP Semiconductors has had to shut down its wafer fab and assembly plants in Austin, Texas, after power was diverted to residents and hospitals. The same has happened to fabs run by Infineon and Samsung in the area.
eeNews Europe
The European Union is considering building an advanced semiconductor factory in Europe in an attempt to avoid relying on the US and Asia for technology at the heart of some of its major industries.
Bloomberg
The earthquake that struck Saturday night off the coast of Fukushima Prefecture, shaking northern and eastern Japan, has tripped up operations for many companies in a faint echo of the disruption brought by the much larger quake that hit the same area in 2011.
Nikkei Electronics Asia
Apple approached Japan's Nissan in recent months about a tie-up for its secretive autonomous car project, but talks are no longer active, according to people briefed on the matter. Apple also recently halted talks with South Korea's Hyundai Motor and its affiliate Kia, underscoring the challenges of finding an automotive partner for its car efforts, known as Project Titan.
Finacial Times
Qualcomm has decided to outsource production of its next-generation modem chip Snapdragon X65 and its sub-model X62 to the foundry department of Samsung Electronics, according to industry sources.
BusinessKorea
A powerful earthquake that hit Japan on Saturday was an aftershock of the devastating 9.0 magnitude quake that struck the same area almost 10 years ago, according to the national Meteorological Agency.
CNN
In a statement to Bursa Malaysia, Dagang Nexchange (DNeX) said the national sovereign wealth fund had accepted the bid.
The Star Online
Dan Riccio would help overcome development hurdles.
engadget
From bad to worse
Tom's Hardware Guide
China announced new anti-monopoly rules over the weekend - but that's not likely to have much impact on the market for now, argues Bank of Communications International's Hao Hong.
CNBC
It's nervous about its new CPU rival.
engadget
Samsung Electronics' plans to build semiconductor foundry plants in the US could yield $8.9 billion in the local economy, according to analysis by Impact DataSource, quoted in Samsung Electronics' letter of intent to the Texas authorities.
The Korea Herald
Asian chipmakers are rushing to expand their production capacity to meet a global shortage that has been acutely felt by carmakers, but the firms warn that the supply gap may take many months to plug as they struggle to keep up with strong demand.
Reuters
An EU plan for a fifty-fold increase in electric cars this decade to help cut greenhouse gas emissions will require an 80 billion euro ($96.5 billion) investment in charging points to support it, power industry group Eurelectric said on Tuesday.
Reuters
TSMC is reportedly struggling to keep up with demand
Techradar
2021 will be full of console and GPU shortages
The Verge
Sales of Nintendo's Switch gaming consoles have surpassed those of their predecessor - the 3DS - despite being available for a much shorter period.
BBC News
Japan's Renesas Electronics is fabricating more of its automotive semiconductors in-house as contract manufacturers are swamped with orders, Nikkei has learned.
Nikkei Asian Review
Since leaving Huawei in November, Honor CEO George Zhao says the company wants to make phones that surpass those of its former owner and Apple
South China Morning Post
Samsung Electronics on Thursday commented for the first time on Intel's decision to outsource more of its chipmaking, but declined to talk about any possible partnership with one its key rivals.
Reuters
Intel's first desktop GPUs in 20 years need a special BIOS
The Verge
A shortage of auto chips has exposed TSMC's key role in the supply chain.
Bloomberg
Qualcomm Inc on Tuesday said it will supply a range of chips for General Motors next generation of vehicles.
Reuters
The new display reduces power consumption by up to 16 percent.
engadget
The IMF expects the global economy to grow 5.5% this year - a 0.3 percentage point increase from October's forecasts.
CNBC
AMD continues to charge
Tom's Hardware Guide
The remarks could signal a shift in focus at the Shanghai foundry which has seen its chances of closing the tech gap with bigger rival TSMC hurt by US sanctions
South China Morning Post
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