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Qualcomm Technologies has announced the all-new Snapdragon G Series handheld gaming portfolio, built to meet the unique performance and feature demands of dedicated gaming devices.
Company release
Xi Jinping wants them to focus on the party's goals. Many cannot see why they should.
Economist
What is unclear is where Baikal plans to produce its AI chips.
TG Daily
Contract chipmaker GlobalFoundries on Tuesday forecast third-quarter revenue below analysts' estimates as the global semiconductor industry battles a supply glut, sending the company's shares about 3% lower in trading before the bell.
Reuters (via Yahoo! Finance)
TSMC's board of directors will decide in favour of building a factory in the German city of Dresden, the Handelsblatt daily reported on Monday, citing government sources.
NASDAQ.com
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
Artificial intelligence (AI) is getting more attention than ever thanks to the rapid emergence of ChatGPT, so it should be no surprise that well-established, incumbent technologies, such as the Peripheral Component Interconnect Express (PCIe), are poised to play a critical role.
EE Times
Oracleis spending "billions" of dollars on chips from Nvidia as it expands a cloud computing service targeting a new wave of artificial intelligence (AI) companies, Oracle founder and Chairman Larry Ellison said on Wednesday.
Reuters
A majority of Korean semiconductor companies responded to a Bank of Korea (BOK) survey by saying that their exports to China were unlikely to fully recover.
BusinessKorea
When former Samsung executive Choi Jinseog won a contract with Taiwan's Foxconn in 2018, he tapped his former employer's supplier network to steal secrets to help his new client set up a chip factory in China, an indictment by South Korean prosecutors alleges.
Reuters
Micron Technology plowed through the worst quarter in its history and is setting its sights on a recovery in the memory chip market, but issues in China could set back its recovery efforts.
MarketWatch
Sony Semiconductor Solutions president Terushi Shimizu on Friday said that the land the company plans to acquire in Kumamoto Prefecture will be the site of a planned image sensor plant.
The Japan News
Even if the Federal Reserve had begun raising interest rates nine months earlier, US inflation wouldn't be any lower today than it is now.
Fortune
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
A group of investors led by Apollo Global Management is making a debt investment between $1 billion to $2 billion in chipmaker Wolfspeed to support its expansion in the US, media outlets reported on Sunday.
Reuters
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
Though technology companies announced massive layoffs last year, 2023 has been much worse. So far, layoffs have far outpaced those in all of 2022, as tech giants including Amazon, Facebook parent company Meta, Microsoft, Google, IBM, SAP, and Salesforce - as well as many smaller companies - announce sweeping job cuts.
Computerworld
Analysts say the move will weaken export-control measures aimed at curbing Beijing.
Wall Street Journal
British chip designer Arm, backed by SoftBank, is in talks with potential strategic investors including Intel to anchor what will be one of the largest initial public offerings of the year, according to people familiar with the matter.
Bloomberg
Nvidia has become synonymous with AI, AMD will need to "step up its game" to better compete in this space.
Forbes
The exhibitors and speakers at both Computex and its related InnoVEX Forum certainly demonstrated a mood of optimism for Taiwan's crucial role in the AI economy.
EE Times
The ecosystem for commercial chiplets-one where a marketplace of chiplets from many vendors can be incorporated into a multichip SoC by multiple packaging vendors with mix-and-match ease-has yet to appear.
EE Times
Shares in computer chip designer Nvidia have soared over the past week, taking the company's valuation above the one trillion dollar mark.
BBC News
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
Singapore is benefiting from the US-China discord in at least one respect: semiconductor sales.
Bloomberg
The UK government has announced an investment of up to GBP1 billion (US$1.24 billion) in the domestic semiconductor industry, but has been criticized for declining to join the spending race that has seen the US and EU announce significantly bigger programs.
Guardian
Seoul has signalled it will not intervene to stop South Korean companies Samsung and SK Hynix from filling in a market gap after China imposed a ban on US chipmaker Micron, in an escalation of the tech battle between the superpowers.
The Financial Times
With Apple stock near an all-time high, it's worth asking how it got there - and how long that can last. The world's most valuable company makes great products, but it may turn out that the biggest driver of its share price has been the close relationship CEO Tim Cook has cultivated with China.
The Financial Times
Dongfang Jingyuan Electron, a semiconductor software firm, is weighing filing for an initial public offering in China as soon as next year, according to people familiar with the matter, as the country spars with developed democracies over access to chipmaking technology.
Bloomberg
Arm has secretly filed for a public listing that its owner, SoftBank, says will see the chip design firm remain a subsidiary.
The Register
IBM CEO Arvind Krishna said the company expects to pause hiring for roles it thinks could be replaced with artificial intelligence in the coming years.
Bloomberg
"We think TSMC will move to normal wafer-based pricing on N3 with Apple during the first half of 2024, at around $16-17K average selling prices," Brett Simpson, senior analyst at Arete Research, said in a report. "At present, we believe N3 yields at TSMC for A17 and M3 processors are at around 55% [a healthy level at this stage in N3 development], and TSMC looks on schedule to boost yields by around 5+ points each quarter."
EE Times
Changxin Memory Technologies plans to file for a domestic initial public offering this year that could value the Chinese chipmaker north of $14.5 billion, a milestone debut that could help galvanize the country's technology aspirations.
The White House has asked South Korea to urge its chipmakers not to fill any market gap in China if Beijing bans Idaho-based Micron from selling chips, as it tries to rally allies to counter Chinese economic coercion.
The Financial Times
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
Terry Gou, founder of major Apple supplier Foxconn, is seeking the presidential nomination for Taiwan's main opposition party for a second time.
BBC News
Samsung Electronics' first-quarter profit is expected to plunge 92% to the lowest for any quarter in 14 years, as a chip glut worsens and buyers like data centres and computer makers slow purchases amid a global economic slowdown.
Reuters
AT&T and Nvidia have announced a collaboration in which AT&T will continue to transform its operations and enhance sustainability by using Nvidia-powered AI for processing data, optimizing service-fleet routing and building digital avatars for employee support and training.
Company release
Beijing announced a cybersecurity review of Micron Technology, a top-tier U.S. chip maker, on Friday. The measure, which many industry analysts had expected, is China's most significant stroke of retaliation against Washington over its campaign to sever China's access to high-end chips.
New York Times
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