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Sumco, a key supplier of silicon wafers for the semiconductor industry, said it has already sold out its production capacity through 2026, a sign shortages in the industry may not abate for years.
The Japan Times
Heavy investment is needed to increase capacity in the semiconductor industry and there is no immediate danger of oversupply, the CEO of Dutch semiconductor equipment maker ASML said on Wednesday.
Reuters
Renesas Electronics expects solid growth in revenue and profits in 2022 following a robust performance last year, amid a global semiconductor shortage.
Nikkei Electronics Asia
China's No. 2 telecommunications equipment maker ZTE has been quietly boosting its chip design capabilities as a US crackdown continues to hobble its bigger domestic rival, Huawei Technologies, Nikkei Asia has learned.
Nikkei Electronics Asia
The European Commission will ease funding rules for innovative semiconductor plants under plans announced on Tuesday as the European Union looks to boost its chip industry and cut its dependence on US and Asian supply.
Reuters
SoftBank has shelved its blockbuster sale of Arm to US chipmaker Nvidia valued at up to US$80 billion citing regulatory hurdles and will instead seek to list the company.
Reuters
Haas succeeds Simon Segars, who has stepped down as chief executive officer and member of the board of directors after 30 years with the company.
Company release
"Infineon has made a successful start into the 2022 fiscal year," said Infineon CEO Reinhard Ploss. "Utilization of our manufacturing capacities is very high and we are expanding them step by step. This will help us improve the availability of products that we manufacture in-house over the course of the year."
Company release
Rohde & Schwarz is partnering with the automotive chipset development team of Realtek to ensure compliance with current and future OPEN Alliance standards.
Company release
Siltronic AG (SDAX/TecDAX: WAF) recorded a significant increase in sales and earnings in 2021. This excellent development is primarily based on a strong increase in wafer area sold.
Company release
In a tech world still hindered by component shortages, choices have to be made. And in the world of laptops, Windows-based devices are being chosen over those running Chrome OS.
Ars Technica
Toshiba Electronic Devices & Storage will construct a new 300-milimeter wafer fabrication facility for power semiconductors at its main discrete semiconductor production base, Kaga Toshiba Electronics, in Ishikawa Prefecture. Construction will take place in two phases, allowing the pace of investment to be optimized against market trends, with the production start of Phase 1 scheduled for within fiscal 2024. When Phase 1 reaches full capacity, Toshiba's power semiconductor production capacity will be 2.5 times that of fiscal 2021.
Company release
China plans to set up a special organization that facilitates collaboration between domestic companies and overseas semiconductor powerhouses such as Intel to foster development hubs for software, material and manufacturing equipment.
Nikkei Electronics Asia
Ford Motor plans to suspend or cut production at eight of its factories in the United States, Mexico and Canada throughout next week because of chip supply constraints, a spokeswoman told Reuters on Friday.
Reuters
Samsung Electronics is stepping up spending on advanced chipmaking technology as it sees growing demand for its smartphones, displays and memory products.
Bloomberg
On the call, Intel Chief Executive Pat Gelsinger told analysts that the company has "a lot of catching up to do" in building out capacity, or "shells," to address supply constraints.
MarketWatch
Memory chip maker Micron Technology will shut its DRAM chip designing operations in Shanghai by the end of this year, the company confirmed late on Wednesday.
Reuters
Efforts aimed at reviving US semiconductor manufacturing and strengthening technology supply chains advanced this week with the introduction of a catch-all bill that funds "surge production" of US-made chips while investing in broad-based technology R&D.
EE Times
The chief executive of ASML on Wednesday said the company still has not received permission to ship any of its most cutting edge lithography systems, which are necessary to make advanced computer chips, to China.
Reuters
Toyota said on Tuesday it expects to miss its annual 9 million vehicle production target because competition for semiconductors meant it didn't have enough to ramp up car output to offset production lost during the pandemic last year.
Reuters
Sony said Tuesday that it has completed the initial funding of TSMC's chipmaking subsidiary in Japan, a key milestone in their joint venture.
Nikkei Electronics Asia
Manufacturers have seen their stocks of semiconductors plunge amid the global chip shortage, the US Department of Commerce has warned. A survey of more than 150 firms found supplies had fallen from an average of 40 days' worth in 2019 to just five days in late 2021.
BBC News
Arm faces significant hurdles to growth as a standalone company if Nvidia's proposed acquisition falls through, according to documents released as part of the UK regulator's ongoing merger inquiry.
EE Times
EU antitrust regulators have resumed investigation of Nvidia's deal for British chip designer ARM, setting a new deadline of May 25 for their decision, a European Commission filing showed.
Reuters
Rob Crooke, CEO of Solidigm and a 10-year veteran of Intel's memory business, told CRN that while the memory business has been a profitable one for Intel, Intel realized that to get the scale needed to continue to serve customers' growing memory and SSD requirements required a huge investment in scale, and the SK Hynix had the scale necessary.
CRN
SK Hynix has started to mass produce 0.7-micron image sensors, getting into competition with Sony and Samsung Electronics in the global image sensor market.
BusinessKorea
China's state-backed Tsinghua Unigroup has scrapped major memory chip projects in two cities as new investors push to turn around the debt-stricken company that has been left reeling from US restrictions on its access to vital technology.
Nikkei Electronics Asia
Intel has announced plans for an initial investment of more than US$20 billion in the construction of two new leading-edge chip factories in Ohio.
Company release
Toyota Motor is cutting its February production by around 20% due to chip shortages, the Nikkei newspaper reported Tuesday, though that output target is still up from a year earlier.
Bloomberg
Zinsner started at Micron in February 2018 and is departing to join Intel as its CFO.
Company release
More global automakers have been caught in China's latest coronavirus outbreak in Tianjin, adding further stress to already strained supply chains.
Bloomberg
Taiwan's GlobalWafers is close to clearing an important regulatory hurdle in its $5.3 billion acquisition of German silicon wafer manufacturer Siltronic, according to people familiar with the matter.
Bloomberg
Samsung Electronics is expected to announce large-scale merger and acquisition (M&A) deals soon. German chipmaker Infineon Technologies and Dutch semiconductor company NXP Semiconductor have emerged as Samsung's M&A targets as it aims to foster its non-memory business.
BusinessKorea
The Entertainment Software Association is shifting the Electronic Entertainment Expo to an online-only event out of concerns around the pandemic.
Venturebeat
It follows a similar lockdown in Xi'an, where 13 million have been confined to their homes since 23 December.
BBC News
Delivery times for chips rose in December, signaling persistent component shortages that have slammed growth for months in industries that span the economy.
Bloomberg
ASML Berlin manufactures components for ASML's lithography systems, including wafer tables and clamps, reticle chucks and mirror blocks.
Company release
South Korea's factory production jumped the most since mid-2020 last month, suggesting supply disruptions that hurt manufacturing in key industries were easing before an omicron-triggered surge in global infections.
Bloomberg
The semiconductor industry's struggle to keep up with incoming orders looks set to continue as supply bottlenecks may last until the end of 2022, a member of German chipmaker Infineon's management board told the Handelsblatt newspaper on Wednesday.
Reuters
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