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Chip manufacturing equipment supplier Lam Research forecast second-quarter revenue slightly below Wall Street estimates on Wednesday due to weak memory chip demand, even though its China business continues to boom.
Reuters
Canon's nanoimprint lithography (NIL) technology enables patterning with a minimum linewidth of 14nm, equivalent to the 5nm-node required to produce most advanced logic semiconductors which are currently available. Furthermore, with further improvement of mask technology, NIL is expected to enable circuit patterning with a minimum linewidth of 10 nm, which corresponds to 2nm-node.
Company release
Britain's semiconductor industry must focus on niche manufacturing and designs rather than seek to challenge international rivals in chipmaking, according to the UK's tech minister, who admitted that "we are not going to recreate Taiwan in south Wales."
The Financial Times
Government-backed Japan Investment Corp. is in talks to acquire JSR, the leading producer of photoresist for semiconductor manufacturing, for roughly JPY1 trillion (US$7 billion), Nikkei has learned.
Nikkei Asia
Apple knows its products are already used across the manufacturing industry; this week it held a special event dedicated to Industry 4.0 at the heart of its APAC manufacturing chain in Korea.
Computerworld
Speaking to the Financial Times, Jensen Huang said US export controls introduced by the Biden administration to slow Chinese semiconductor manufacturing had left the Silicon Valley group with "our hands tied behind our back" and unable to sell advanced chips in one of the company's biggest markets.
The Financial Times
Taiwan Semiconductor Manufacturing Company has reopened a lead over internet giant Tencent Holdings as Asia's biggest company by market value, helped by a resumed rally in chip stocks.
Bloomberg
Intel's bold plan to enter the custom chipmaking industry is aimed at countering the dominance of TSMC and boosting supply of leading-edge manufacturing. Instead, the move will likely split the market in three, leaving the US giant stuck in the middle.
Bloomberg
The Commerce Department on Tuesday kicked off the application process for semiconductor manufacturing subsidies under the $53 billion Chips Act, along with conditions aimed at advancing some of the Biden administration's priorities.
Wall Street Journal
US curbs on China's access to advanced technology are killing its viability as a manufacturing base for exports, according to the head of Japan's Kyocera, as one of the world's largest makers of chip components shifts its production elsewhere and invests heavily in facilities at home.
The Financial Times
Absolics, a subsidiary of SKC, broke ground in November on a planned $600 million investment in Covington, Ga., for a new manufacturing facility that will supply advanced materials to the US semiconductor industry.
PR Newswire
"As part of a recent all-employee meeting, we shared the cost saving actions we are taking across our business in response to the current macroeconomic environment including reducing corporate and manufacturing overhead costs as well as selectively reducing our workforce by less than 800 employees globally before the end of the year," said Julie Moynehan, a spokesperson for GF.
VTDigger
Apple has announced it will invest $450 million from its Advanced Manufacturing Fund to develop the infrastructure that allows off-grid backpackers to call for help when outside mobile coverage.
Computerworld
The iPhone manufacturing hub of Zhengzhou locked down one of its most-populated districts to tame a virus flareup, with creeping restrictions throughout China underscoring the constant threat of disruption companies face while the country sticks to Covid Zero.
Bloomberg
US regulators will investigate units of Samsung, Qualcomm and TSMC over certain semiconductor devices and integrated circuits and mobile devices using those components, the U.S. International Trade Commission said on Friday.
Reuters
Taiwan Semiconductor Manufacturing Co. reported higher-than-expected quarterly revenue, signaling the chip giant is benefiting from market share gains to weather an industry slowdown.
Bloomberg
GlobalFoundries and Qualcomm have announced they are more than doubling their existing strategic global long-term semiconductor manufacturing agreement previously entered into by GF's and Qualcomm's respective subsidiaries. Today's announcement secures wafer supply and commitments to support US-based manufacturing through capacity expansion at GF's most advanced semiconductor manufacturing facility in Malta, New York.
Company release
When the Senate passed a rare bipartisan measure last summer to spend US$52 billion subsidizing computer chip manufacturing and research in the United States, it seemed like an easy legislative priority for both parties. But one year later, the funding still isn't signed into law.
Washington Post
Nicolas will lead HP's worldwide supply chain organization. The company's supply chain delivers more than 100 million products to customers each year through a sophisticated network of ODM factories, manufacturing partners, commodity suppliers, logistics providers and a wide variety of other valued partners.
Company release
AMD shrugged off the concerns about supply-chain issues and COVID-related Chinese manufacturing shutdowns, reporting record revenue of US$5.887 billion (up 71%) for the first quarter of 2022. And while AMD's rivals expressed uncertainty regarding ongoing chip shortages as a result of COVID-related manufacturing shutdowns in China, AMD appears less worried. The topic wasn't even mentioned in the company's press release.
PC World
A sharp drop in graphic chip prices could presage an unexpectedly quick ending to a global chip crunch that has crippled manufacturing from smartphones to cars, and the issue will be a central one for companies reporting results this week.
Reuters
The goals don't exactly sound ambitious. For example, while TSMC plans to hit 2nm by 2026, Russia wants 28nm local chip manufacturing by 2030.
TG Daily
The manufacturing hub of Guangzhou closed itself to most arrivals Monday as China battles a major COVID-19 surge in its big eastern cities.
AP
3M aims to restart PFAS-related manufacturing and continues to make non-PFAS related products at Zwijndrecht, a company spokesman said in an email to EE Times. The timeline to resolve the situation is uncertain and, in several aspects, not under 3M's control, the spokesman said. 3M has communicated with its customers about the potential for disruption.
EE Times
AspenCore's PowerUP Expo 2021 devoted a full day to wide-bandgap semiconductors, specifically gallium nitride and silicon carbide. The WBG panel discussion focused on "the next wave of GaN and SiC," taking its cue from the day's topic presentations, including new product developments, technology challenges, and wafer manufacturing.
EE Times
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
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
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
"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
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
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
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
Luxshare Precision Industry is building a massive manufacturing complex in eastern China as it aims to break the decadelong hold that Taiwanese rivals Foxconn and Pegatron have on iPhone assembly.
Nikkei Asia
Biden administration officials met last week to consider tightening rules that restrict the sale of equipment to Semiconductor Manufacturing International (SMIC). The meeting ended without an immediate resolution, and that left hawks in Washington dissatisfied.
Bloomberg
Amkor Technology has announced plans to build a state-of-the-art smart factory in Bac Ninh, Vietnam. The first phase of the new factory will focus on providing advanced SiP assembly and test solutions to the world's leading semiconductor and electronic manufacturing companies.
Company release
TSMC is struggling with its latest cutting-edge manufacturing technique, which shrinks the size of transistors on chips to 3 nanometers, a change that will allow Apple to include more powerful, less energy-hungry processors in its devices without dramatically increasing their size, according to two people briefed by TSMC on the project.
The Information
Sony Group on Thursday confirmed it is considering a plan to join with Taiwan Semiconductor Manufacturing Co. in building a chip factory in the western Japanese prefecture of Kumamoto.
Nikkei Asian Review
Intel plans to build new chip-making facilities in Europe valued at up to $95 billion, responding to a cross-border race to add manufacturing capacity at a time of a global chip-supply crunch.
Wall Street Journal
Globalfoundries is seeking a court ruling dismissing IBM's claim that the chip maker violated a manufacturing agreement with the former owner of its fabs.
EE Times
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