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Oil prices fell more than 5% early Monday as the Chinese city of Shanghai announced lockdown restrictions, triggering fears over weakened demand.
Barron's
Chip designer Shanghai Biren Intelligent Technology is seeking to raise fresh funds at a valuation of about CNY17 billion (US$2.7 billion) to fuel its growth, according to people familiar with the matter.
Bloomberg
SK Hynix CEO says top shareholder to secure $1.6 billion for M&A in chips, blockchain (Mar 28, 2022)
The CEO of South Korean chipmaker SK Hynix said on Monday that its largest shareholder, SK Square, is considering merger and acquisition deals involving chip companies.
Reuters
The city of Shanghai will be locked down in two stages over nine days while authorities carry out Covid-19 testing.
BBC News
The Russian Federation government is considering adding chip designers Baikal Electronics and MCST to the list of 'backbone enterprises.' The status will provide Baikal and MSCT with numerous benefits, including subsidies. State aid might help these companies to transition the production of their chips from Taiwan to China. Meanwhile, it is unclear whether fabs like SMIC and Hua Hong are interested in making chips for Russian companies and risk additional sanctions.
TG Daily
Chipmakers' multibillion-dollar expansion plans will be constrained by a shortage of critical equipment over the next two years as the supply chain struggles to step up production. The warning comes from Peter Wennink, chief executive of ASML, which dominates the global market for the lithography machines used to make advanced semiconductors.
The Financial Times
A powerful 7.4 magnitude earthquake struck off the coast of Fukushima in northern Japan on Wednesday night, smashing furniture, knocking out power and killing four people. A small tsunami reached shore, but the low-risk advisory was lifted by Thursday morning.
Bloomberg
We've seen a lot of heat dissipation efforts in here: oodles of graphite tape, some serious thermal paste, and now this beefier vapor chamber? At a guess we'd say that catching up to Apple silicon is starting to make Samsung sweat, pun intended.
iFixit
Samsung Electronics expects its chip and components division to perform strongly this year as it looks to boost supply by improving operations in a tight global market, the company's new co-chief executive said on Wednesday.
Reuters
Arm, the SoftBank Group unit preparing for an initial public offering, will cut as much as 15% of its workforce, part of an effort to rein in spending and focus on fewer projects.
Bloomberg
Japan will stop exporting semiconductors to Russia next week, joining the US and its European allies in efforts to cripple Russia's military capability.
Bloomberg
TSMC ensured it had alternate supplies of neon after Russia amassed a force along the Ukrainian border, threatening a conflict, according to a person familiar with TSMC's strategy.
Wall Street Journal
Two of China's largest cities, Shenzhen and Shanghai, imposed stringent restrictions on Sunday on the movements of their residents, as a coronavirus outbreak continued to spread across much of mainland China.
New York Times
Apple may release a new 30W power adapter with a new form factor design in 2022, reputable analyst Ming-Chi Kuo said in a tweet today. The power adapter will utilize gallium nitride or "GaN" technology.
Mac Rumors
if the United States were to find that a company like the Semiconductor Manufacturing International Corporation, in Shanghai, was selling its chips to Russia, "we could essentially shut SMIC down because we prevent them from using our equipment and our software."
New York Times
Apple is adding "one last chip" to the M1 processor family. The M1 Ultra is a new design that uses "UltraFusion" technology to strap two M1 Max chips together, resulting in a huge processor that offers 16 high-performance CPU cores, four efficiency cores, a 64-core integrated GPU, and support for up to 128GB of RAM.
Ars Technica
Analog Devices has announced it will invest EUR100 million over the next three years in ADI Catalyst, a 100,000 square foot custom-built facility for innovation and collaboration located at its campus in the Raheen Business Park in Limerick, Ireland.
Company release
Graphcore used TSMC's wafer-on-wafer 3D integration technology to attach a power-delivery chip to Graphcore's AI processor. The new combined chip, called Bow, for a district in London, is the first on the market to use wafer-on-wafer bonding, say Graphcore executives. The addition of the power-delivery silicon means Bow can run faster-1.85 gigahertz versus 1.35 GHz.
IEEE Spectrum
Toshiba said supply challenges for electronic components are unlikely to abate for another year as chronic shortages remain, while Russia's invasion of Ukraine, a key supplier of chipmaking materials, may also have an impact.
Bloomberg
The criminal group wants Nvidia to commit to making its GPU drivers completely open source. If Nvidia does not comply, the criminals say, the company can expect to see a new leak that would include the complete silicon, graphics, and computer chipset files for all its recent GPUs.
Ars Technica
Companies will prioritize vendors that can provide consistent and dependable supplies, likely paying a premium. In the end, those costs will be passed on to consumers in the form of higher prices. While prices will become an important consideration for consumers, brands that offer a consistently and predictably available set of choices will enjoy pricing power.
Freight Waves
Ukraine is at war. But it is also home to a little-known company called Cryoin, which plays a big role in the global production of semiconductors. Cryoin makes neon gas, a substance used to power the lasers that etch patterns into computer chips. It supplies companies in Europe, Japan, Korea, China, and Taiwan, but most of its neon is shipped to the US, the company told WIRED.
Wired
Snapdragon X70 introduces the Qualcomm 5G AI Suite, designed for AI-powered optimizations of sub-6 GHz and mmWave 5G links
Qualcomm
When talking to people in the RISC-V community, there are two words that are repeated often ??free and freedom. Some people want cores that are free, while others want the freedom to do with the cores whatever they want. To those people, free is almost immaterial because they will spend a lot to get what they want.
Semiconductor Engineering
Canada will invest a total of C$240 million (US$189 million) into its semiconductor industry to bolster manufacturing and research of chips that are crucial to national security and technological advancement, a federal minister said on Monday.
Reuters
Italy plans to set aside more than EUR4 billion (US$4.6 billion) until 2030 to boost domestic chip manufacturing as it seeks to attract more investment from tech companies such as Intel, a draft decree seen by Reuters showed on Tuesday.
Reuters
ASML, a key supplier to computer chip makers, is examining alternative sources for the small amount of neon it uses in its factories in case a conflict between Russia and Ukraine disrupts supplies.
Reuters
Micron Technology, the biggest maker of computer memory chips in the US, said the growing crisis in Ukraine highlights the complexity and vulnerability of the semiconductor supply chain. Some of the gases used in the production of chips comes from the country which the US says Russia is invading.
Bloomberg
Intel is increasing its reliance on erstwhile rival TSMC in its attempt to boost sales and eventually regain dominance as the world leader in manufacturing scale and chip process technology.
EE Times
The semiconductor industry has long struggled with a notorious cycle of booms and nasty downturns. Now though, the industry is confident of beating the patterns of the past to extend what is an extraordinary run for the sector.
The Financial Times
This week's announcement that India's Vedanta has tied up with Taiwan's Foxconn Technology to make chips is being lauded as proof that New Delhi is gaining traction with its plans to build a semiconductor industry. That's hardly the case.
Bloomberg
Arm has introduced its new Mali-C78AE image signal processor (ISP), which is added to its "AE" line of safety-capable IP suitable for ADAS and human vision applications.
Company release
Intel chief executive Pat Gelsinger said Intel would be interested in participating if a consortium emerges to own the British semiconductor and software design company Arm.
Reuters
Nvidia CEO Jensen Huang said in a conference call with analysts that regulators would not budge in their opposition to Nvidia's proposed $80 billion acquisition of Arm.
Venturebeat
The Mercury Research CPU market share results are in for the fourth quarter of 2021, showing that AMD now comprises 25.6% of the overall x86 market, its highest share ever, partially on the strength of its increasing gaming console shipments.
Tom's Hardware Guide
Construction of TSMC's first advanced chip plant in the US is three to six months behind schedule.
Nikkei Electronics Asia
Intel is close to buying Israeli firm Tower Semiconductor for about US$6 billion, a source familiar with the matter said, as the US company looks to advance its strategy of contract manufacturing chips for other businesses.
Reuters
AMD has received approval from all necessary authorities to proceed with the acquisition of Xilinx.
EE Times
ASML has warned that an affiliate of a China company it previously accused of stealing its trade secrets has begun marketing products that could infringe on its intellectual property rights.
Bloomberg
Intel to invest $1 billion in foundry innovation, becomes RISC-V International member (Feb 11, 2022)
Intel has just announced $1 billion for the foundry ecosystem. The company will prioritize investments in "capabilities that accelerate foundry customers' time to market - spanning intellectual property (IP), software tools, innovative chip architectures, and advanced packaging technologies." What's interesting is that it does not only cover x86 architecture but also Arm and RISC-V, with a focus on the latter, as Intel has just become a Premier member of RISC-V International.
CNX Software
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