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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
In tribute to his visionary mind and work, we are reviving below an interview he gave EE Times after receiving the EE Times Annual Creativity in Electronics (ACE) Award for his lifetime achievement at a ceremony in San Francisco on March 9, 2005. Moore sat down with EE Times editors to discuss the industry's past, present and future.
EE Times
SK Hynix has divided its procurement team for the first time, a move meant to strengthen the purchasing of components and equipment used in the back end of chip production.
Thelec
Huawei has reportedly completed work on electronic design automation (EDA) tools for laying out and making chips down to 14nm process nodes.
The Register
Nvidia has modified its flagship product into a version that is legal to export to China.
Reuters
Huawei Technologies has replaced more than 13,000 parts in its products that were hit by US trade sanctions, the Chinese tech giant's founder said, according to a speech transcript posted on Friday by a Chinese university.
Reuters
US regulators said Silicon Valley Bank depositors would be fully repaid as they acted to shore up the banking system after the lender's implosion, unveiling emergency funding measures and closing down a second financial institution.
The Financial Times
Suppliers to Dutch chip-making machines giant ASML Holding are considering building plants in Southeast Asia instead of China amid political tensions between Beijing and the West, according to two sources and documents seen by Reuters.
Reuters
Nvidia, Advanced Micro Devices (AMD) and other tech firms are scrambling to assess whether they must halt sales to units of China's Inspur Group after its addition to a US export blacklist last week.
Reuters
Chinese artificial intelligence groups are skirting export controls to access high-end US chips through intermediaries, revealing potential loopholes in Washington's blockade of cutting-edge technology to the country.
The Financial Times
Scott White, of Pragmatic Semiconductor, said without a huge funding boost UK firms will go abroad.
BBC News
Lin Jun-cheng, a veteran engineer who worked for TSMC for nearly 19 years, has been hired by Samsung as a vice president.
BusinessKorea
Chinese automotive chipmaker SiEngine Technology this week said it completed a 500 million yuan ($72.5 million) Series A+ funding round in the fourth quarter of last year. The round, whose participants included Teda Venture Capital, Haier Capital, SPDB International Holdings, Wuhan S&T Investment Company and Tongxi Capital, will help boost chip output among other uses. Existing shareholders Grandsyn Capital, Yuexiu Fund and Vision Knight Capital also took part in the funding.
Nikkei Asia
The National Integrated Circuit Industry Investment Fund will commit CNY12.9 billion towards Yangtze Memory Technologies, according to a government website that discloses company registration information. The capital infusion from the Big Fund, as Beijing's signature investment vehicle is commonly known, was slated for completion on Januar 31, according to Tianyancha.
Bloomberg
Tesla's leadership said Wednesday at an investor event held at the company's factory near the Texan capital that while silicon carbide transistors are key components, "we've figured out a way to use 75% less without compromising the performance or the efficiency of the car."
MarketWatch
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
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