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What You Need to Know About the New AI Frontier
Nvidia's triumphant reign in the AI arena has brought the semiconductor industry to a crossroads. The company has set stock market records and continues to lead the AI industry. Its outlook appears robust, and as other companies try to attach their growth projections to AI, the market shows no signs of slowing down. However, Nvidia's manufacturing base is grappling with overwhelming product demand. The competition is scrambling to keep up, and technology is struggling to match the pace of AI's advancements. This situation poses questions for the broader chip landscape and the future of innovation.
Intel-backed JV to raise $3.85bn to fund factory expansion
May 03, 2024
Foundry JV Holdco, an entity formed to finance Intel's foundry construction, has confirmed it will sell USD 3.85 billion of investment-grade bonds.
PSMC officially opens Tongluo Fab in Taiwan
May 03, 2024
Powerchip Semiconductor Manufacturing Corporation (PSMC) has held a grand opening ceremony for its new facility at the Miaoli Tongluo Science Park.
Expected drop in sales for GPV during 1Q24
May 02, 2024
Danish EMS provider GPV recorded an expected drop in sales to DKK 2.3 billion (EUR 335.2 million) during the first quarter of 2024, a 13% drop from DKK 2.7 billion (EUR 362.0 million) during the same period last year.
Micron: government grant will kickstart $50bn investment
April 26, 2024
US memory giant Micron has officially announced its USD 6.1 billion CHIPS and Science Act grant, and says the cash injection will support a huge CAPEX project to 2030.
TSMC: A16 manufacturing will start in 2026
April 26, 2024
The race is on to manufacture the worlds fastest chips, and TSMC has just made a bold claim to be winning it.
Eindhoven University unveils Future Chips project
April 19, 2024
The Eindhoven University of Technology (TU/e) has announced a major new project to 'boost the position of the Netherlands and Europe in the global chip sector.'
Micron standing by for $6.1bn CHIPS and Science Act package
April 19, 2024
US memory chip specialist Micron Electronics will receive a US government subsidy worth USD 6.1 billion next week, say multiple reports.
Aspocomp’s net sales dropped 30% in 1Q24
April 18, 2024
Aspocomp’s first-quarter net sales amounted to EUR 6.2 million, down 30% from EUR 8.9 million during the same quarter last year.
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PCBs: price reduction of up to -50.3% through AI
Thanks to the increased use of AI in production preparation, Multi-CB, a leading European PCB specialist, has been able to permanently reduce the prices for 1- and 2-layer PCBs. The price for a half Eurocard (80x100mm), for example, is now € 14.80 instead of € 29.80. Due to the process, the price reduction has the most significant effect on small quantities, although medium quantities are also benefiting.
Samsung to receive $6.4B Chips Act boost for Texas fab
April 17, 2024
The Biden administration will award Samsung Electronics with up to USD 6.4 billion in direct funding to expand the company's semiconductor production in Texas as part of the CHIPS and Science Act.
Microchip acquires Neuronix AI Labs
April 16, 2024
Microchip Technology has acquired Neuronix AI Labs to expand its capabilities for power-efficient, AI-enabled edge solutions deployed on field programmable gate arrays (FPGAs).
Applied Materials could abandon $4bn US R&D project
April 15, 2024
Sources say Applied Materials might cancel its proposed Silicon Valley research unit because of a lack of government investment.
Coherent has secured $15m of CHIPS Act funding
April 12, 2024
US-based Coherent Corp has received a funding boost from the US government to accelerate the development of its wide and ultrawide bandgap semiconductors for defence purposes.
Global semiconductor equipment billings slip in 2023
April 11, 2024
Worldwide sales of semiconductor manufacturing equipment edged down 1.3% to USD 106.3 billion in 2023 from an all-time record of USD 107.6 billion in 2022, SEMI reports.
EU and US extend China chip 'watch' agreement by 3 years
April 08, 2024
The two trading blocs have inked a deal keep sharing intelligence about 'non-market' policies and practices by China in the legacy chip space.
TSMC increases its investment in US production to $65bn
April 08, 2024
Taiwan's contract chipmaker TSMC will build a new fab in Arizona in what is claimed to be the largest direct project investment by a foreign company ever.
Coherent expands capacity in US and Europe
March 27, 2024
Compound semiconductor specialist Coherent Corp. has established the world’s first capability for 6-inch indium phosphide (InP) wafer fabrication, at the company’s Sherman, Texas, and Järfälla, Sweden, wafer fabs.
Rochester expands its presence in EMEA
March 27, 2024
Rochester Electronics continues its expansion with the opening of its newest office in Milan, Italy.
2Q24 DRAM price increases expected to narrow
March 26, 2024
TrendForce says that despite DRAM suppliers’ efforts to trim inventories, they have yet to reach healthy ranges. As they continue to improve their loss situations by boosting capacity utilisation rates, the overall demand outlook for this year remains tepid.
AT&S is prepared to benefit from the AI boom
March 26, 2024
The Austrian supplier of high-end PCBs and IC substrates is welcoming new customers from the AI sector with sustainable energy solutions for data centres. "Renewable energy and intelligently controlled, efficient data networks are the basis for sustainable economic growth,” says AT&S CEO Andreas Gerstenmayer.
Ericsson to cut 1,200 jobs in Sweden
March 26, 2024
The Swedish telecom company has announced that it will lay off about 1,200 employees in Sweden as the company looks to cut costs.
Costa Rica presents plan to be a US semiconductor partner
March 25, 2024
Costa Rica has received a delegation from Washington to sell itself as a viable destination for the US semiconductor supply chain.
US semiconductor manufacturing jobs soar past 200,000
March 22, 2024
The US government has proclaimed the rise in chip manufacturing employment after the slump of the 2010s – and says manufacturers are now adding about 6,000 jobs a year.
A new phase for electric vehicles – survival of the fittest
March 21, 2024
In 2024, automakers will continue to wrestle with shifts caused by software and electrification’s increasing roles creating a new phase for electric vehicles (EVs), says to Gartner.
Intel claims nearly $20 billion in support to boost chip production
March 20, 2024
The US chipmaker has secured nearly USD 20 billion in grants and loans under the CHIPS Act. The funding supports Intel’s USD 100 billion to build and expand semiconductor facilities in Arizona, Ohio, New Mexico, and Oregon – creating nearly 10,000 industry jobs
ASU and Deca team up to open research center
March 20, 2024
Arizona State University (ASU) and Deca Technologies (Deca), a provider of advanced wafer- and panel-level packaging technology, are teaming up to create North America’s first fan-out wafer-level packaging (FOWLP) research and development center.
Incap Slovakia invests in new production machinery
March 20, 2024
EMS provider Incap has upgraded its second SMT production line in Slovakia, replacing it with advanced SMT machinery.
Kioxia and WD increase capacity utilisation
March 19, 2024
The anticipation of NAND Flash price hikes into Q2 has motivated certain suppliers to minimise losses and lower costs in hopes of returning to profitability this year. Kioxia and WD led the charge from March, boosting their capacity utilisation rates to nearly 90%—a move not widely adopted by their competitors, reports TrendForce.
Samsung Electronics lines up new $6bn US subsidy
March 15, 2024
The Biden administration is preparing to extend another huge grant to Samsung Electronics to encourage the Korean firm to invest in the US manufacturing base.
Infineon sues Innoscience for patent infringement
March 14, 2024
Infineon Technologies has filed a lawsuit against China's Innoscience, seeking a permanent injunction for infringement of a US patent relating to gallium nitride (GaN) technology.
Hanza launches efficiency program
March 13, 2024
Swedish contract manufacturer Hanza launches an efficiency program following the acquisition of EMS provider Orbit One. The efficiency program is described as an important step in the integration and to meet a slightly weaker market.
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