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Wednesday 4 December 2024
Microchip pauses Chips Act application amid inventory woes
Microchip Technology Inc. is pausing its application for US semiconductor subsidies, making it the first known company to step back from a program designed to revitalize American...
Wednesday 4 December 2024
Pat Gelsinger's retirement opens doors for potential transactions at Intel
Intel's CEO Pat Gelsinger's unexpected resignation has created new opportunities for the company to explore potential transaction options, including those previously rejected during...
Wednesday 4 December 2024
China to accelerate HBM self-sufficiency leaving DDR5 with turbulence
The latest wave of export restrictions from the US on High Bandwidth Memory (HBM), particularly targeting advanced technologies such as HBM2 and above, is set to compel China's memory...
Wednesday 4 December 2024
Reviving Intel from the ashes: TSMC veterans eyed as Gelsinger successor
Intel, historically a leader in the semiconductor sector, is encountering a significant crisis following the reportedly forced retirement of its former CEO. The challenge lies in...
Wednesday 4 December 2024
Why CXMT escapes new series of US sanctions
The new US export restrictions on China do not include ChangXin Memory Technologies (CXMT), which has sparked discussions among industry observers regarding how the key Chinese memory...
Wednesday 4 December 2024
China sends warning to Biden and Trump with gallium and germanium export ban against US
On December 3, China declared an export ban on these metals to the US, a retaliatory action following US President Joe Biden's administration's introduction of new technology restrictions...
Wednesday 4 December 2024
Marvell reports strong 3Q24 results, driven by AI silicon demand
Marvell reported strong fiscal third-quarter results with a 6.87% revenue increase, driven by record data center revenue, primarily from custom AI silicon. The company forecasts continued...
Wednesday 4 December 2024
Samsung and SK Hynix collaborate to promote LPDDR6-PIM standardization
Samsung Electronics and SK Hynix, while competing in memory development for artificial intelligence (AI), have agreed to collaborate on accelerating technology standardization.
Wednesday 4 December 2024
Ibiden plans 40% output boost for AI server IC substrates in 2025
Japanese IC substrate maker Ibiden is ramping up production capacity in response to rising demand linked to generative AI, with plans centered on renovating its current facilities...
Tuesday 3 December 2024
New US ban imposes 'large yard, high fence' on Chinese equipment, materials, EDA
The US Department of Commerce's Bureau of Industry and Security (BIS) released a new regulation on December 2, adding 140 Chinese companies to the Entity List. This regulation targets...
Tuesday 3 December 2024
China and ASML respond to new US restrictions adding 140 more entities to Entity List
China has expressed strong dissatisfaction in response to the new round of sanctions from the US. China's Ministry of Commerce issued a statement stating that the new measures further...
Tuesday 3 December 2024
Chinese AI company Megvii cancels IPO on STAR market
Megvii Technology, one of China's original "AI Elite Four" which specializes in computer vision and deep learning, announced its application for an initial public offering (IPO) on...
Tuesday 3 December 2024
Chips crucial for AI robots and smart car safety
The potential of AI in advancing smart manufacturing has been widely recognized, but deaths and injuries involving robots at factories have called attention to functional safety,...
Tuesday 3 December 2024
Power semiconductor firms explore niche auto markets amid headwinds
Major integrated device manufacturers (IDM) are pessimistic about automotive chip prospects in 2025, with Taiwan-based power semiconductor firms taking cautious stances on the European...
Tuesday 3 December 2024
Arm aims beyond semiconductors, targeting AI hardware, software, ecosystem
Arm CEO Rene Haas has openly expressed his aspirations for AI, envisioning that all future AI applications will run on Arm technology in some form. This strategic shift suggests that...