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Intel CEO Pat Gelsinger sees the first signs of a turnaround in the company's business during his nearly two years at the helm of the top US chipmaker, he said yesterday. Analysts contacted by EE Times were less optimistic.
EE Times
TSMC plans to construct a second chip plant in Japan to manufacture 5- and 10-nanometre chips from the second half of the decade, the Nikkan Kogyo newspaper reported on Friday.
Reuters
Since the beginning of this year, Samsung Electronics and SK Hynix have been receiving a surge in orders for high bandwidth memories (HBM).
BusinessKorea
Apple has a moonshot-style project underway that dates back to the Steve Jobs era: noninvasive and continuous blood glucose monitoring.
Bloomberg
Employee doubts are rising about TSMC's US$40 billion investment in an Arizona factory.
New York Times
Forrester Research analyst Rowan Curran told MarketWatch that ChatGPT is an "iPhone moment for AI," citing Apple's reinvention of consumer electronics in 2007.
MarketWatch
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
Major computer chip equipment maker ASML says a former employee in China stole information about its technology.
BBC News
Google has reached a key milestone in designing server processors aimed at reducing the cost of operating its data centers and keeping up with cloud business rival Amazon, according to one person with direct knowledge of the project and one person who was briefed about it. The progress means Google could start using the new chips by 2025, one of these people said.
The Information
While chip sales reached the highest-ever annual total in 2022, the slowdown in the second half of the year substantially limited growth. A deeper dive into the year-end data reveals how this pattern is consistent with the semiconductor industry's predictable cycle and why the current short-term downturn does not change the reality that long-term growth prospects for this foundational technology remain very promising.
SIA
Advanced Micro Devices has captured nearly a third of the market for central processor units while British chip technology firm Arm's rise in the PC market slowed in the fourth quarter of 2022, according to an analyst report.
Reuters
It's hard to feel sorry for Silicon Valley tech workers. From high salaries and generous stock options to nap pods and unlimited time off, they're among the most privileged class of employees in the world. Conversely, there's no denying that these pampered staffers engineered a technology revolution that's brought untold economic and social value to the entire planet.
Bloomberg
The Japanese government is drawing up plans to impose export restrictions on advanced semiconductor-making machines, Kyodo News reported. The move reflects a US-led deal with Japan and the Netherlands to limit the development of China's advanced semiconductor industry.
Bloomberg
Also, Tan said he was considering Intel as a potential new foundry partner, as an alternative to its main supplier, Taiwan-based TSMC.
The Financial Times
Texas Instruments suffered its first sales decline since 2020 and gave a tepid forecast for the current quarter, hit by an industry slump.
Bloomberg
Hesai Technology, a Chinese developer of sensor technologies used in self-driving cars, is planning to file for an initial public offering in the US that could raise about US$150 million, according to people familiar with the matter.
Bloomberg
South Korea and Taiwan will still be key semiconductor hubs in years to come, even as pressure to diversify supply chains leads to new competition from places like the US and Germany, according to John Lee, president and CEO of MKS Instruments.
Nikkei Asia
Intel reported a fourth-quarter loss, hurt by a souring market for its chips and growing competition from rivals, as it also issued a gloomy outlook for the current quarter.
Wall Street Journal
According to the agreement, Resonac will supply Infineon with SiC materials for the production of SiC semiconductors, covering a double-digit share of the forecasted demand for the next decade.
Company release
The United States and European Union on Friday announced an agreement to speed up and enhance the use of artificial intelligence to improve agriculture, healthcare, emergency response, climate forecasting and the electric grid.
Reuters
China's top nuclear-weapons research institute has bought sophisticated US computer chips at least a dozen times in the past two and a half years, circumventing decades-old American export restrictions meant to curb such sales.
Washington Post
The fight for dominance in the semiconductor sector is reshaping the global economy.
BBC News
Texas Instruments forecast first-quarter revenue and profit largely below Wall Street targets on Tuesday, as an economic downturn threatens to shackle demand from the chipmaker's so far resilient markets.
Reuters
Taiwan's exports of integrated circuit chips rose in 2022 for a seventh consecutive year, further solidifying the economy's leadership status in a global semiconductor industry that has been roiled by US-China tensions and diversifying supply chains.
Bloomberg
Western Digital has restarted talks with Japan's Kioxia in a deal that could unite two technology storage providers, according to people familiar with the matter.
Bloomberg
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
China's abrupt reversal of its Covid Zero policy pushed economic activity - its service sector in particular - to the slowest pace since February 2020, as the virus swept through major cities and prompted people to stay home and businesses to shut.
Fortune
The company's move is in sharp contrast to those of its rivals such as TSMC, Intel, Micron Technology, and SK Hynix, which all declared a reduction of their investments.
BusinessKorea
South Korea's LG Group, whose businesses span consumer electronics companies to an electric vehicle battery maker, would make a good partner for Apple as the US tech giant endeavors to make a clean, smart car of its own, an analyst at KB Securities wrote in a note Friday.
Bloomberg
China's largest chip maker SMIC is ramping up production of a decade-old chip technology, key to many industries' supply chains, setting off alarm bells in the United States and prompting some lawmakers to try to stop them.
Reuters
Sony Group is considering building a new factory to make smartphone image sensors in the Kumamoto prefecture of Japan and sourcing chips from TSMC's planned chip plant in the area.
Reuters
According to a single report from the Kommersant, the Chinese government has decided to stop the supply of locally manufactured Loongson chips to Russia.
WCCF Tech
Chinese tech giant Alibaba Group cannot buy some of the most advanced chip designs after the SoftBank-owned British chip tech firm Arm determined that US and Britain would not approve licenses to export technology to China, the Financial Times reported on Wednesday.
Reuters
IBM and Rapidus, a newly formed chip maker backed by the Japanese government, on Tuesday announced a partnership that aims to manufacture the world's most advanced chips in Japan by the second half of the decade.
Reuters
"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
Global economic turbulence has hit technology companies this year, leading to slowing revenue growth and widespread layoffs, even as some segments of enterprise spending on IT seem to be holding steady.
Computerworld
The Biden administration has banned approvals of new telecommunications equipment from China's Huawei Technologies and ZTE because they pose "an unacceptable risk" to US national security.
Reuters
A weak memory market and US sanctions on China semiconductor producers are driving factors behind the expected 19% drop in semiconductor capital spending in 2023.
IC Insights
In a recent interview with the Barron's Tech newsletter, the Tufts history professor argued that American policy makers are still underestimating the significant risks of a possible disastrous outcome over Taiwan.
Barron's
CEO Pat Gelsinger told employees that Thakur will continue lead Intel's foundry unit through the first quarter of 2023 to ensure 'a smooth transition.'
SiliconRepublic
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