Semiconductor market posts strong Q3 says Omdia
December 17, 2024
The semiconductor industry continues to thrive, posting robust growth in the third quarter of 2024.
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Tech firms to act as US ‘gatekeepers’ for AI chips
December 16, 2024
The companies would have to comply with strict requirements, which includes reporting key information to the US government and blocking Chinese access to AI chips, according to a Reuters report.
Global semiconductor market to grow by 15% in 2025
December 12, 2024
Market intelligence firm IDC says that AI and High-Performance Computing (HPC) will drive growth in advanced chips, 2nm technology, and packaging, reshaping the semiconductor industry in 2025.
Nvidia dismisses claims of reducing supplies to China
December 12, 2024
Nvidia has refuted recent social media claims suggesting the company plans to cut supplies to China.
China launches antitrust investigation into Nvidia
December 10, 2024
China has launched an antitrust investigation into Nvidia, citing suspected violations of the country's anti-monopoly laws.
Nvidia to open Vietnam R&D centre
December 10, 2024
Nvidia is opening its first research and development centre in Vietnam to bolster AI development.
Amazon’s Trainium3 chip to be released by end of 2025
December 09, 2024
The new chip is expected to be up to twice as fast as its predecessor, Trainium2, and offer 40% better energy efficiency.
Schneider partners with Nvidia on data center cooling systems
December 06, 2024
French electrical equipment maker Schneider Electric’s designs will be used in data centers that use Nvidia’s server containing 72 of its most powerful AI chips.
TSMC, Nvidia in talks for AI chip production in Arizona
December 06, 2024
However, Nvidia’s Blackwell chips will have to be shipped back to Taiwan for packaging since the Arizona facility does not have the necessary CoWoS capacity, the Reuters report says.
Adisyn acquires graphene chip solutions firm 2DG
November 29, 2024
2DG has developed a process that allows graphene to be grown below 300°C, making it possible to integrate graphene into chip manufacturing without damaging the chip’s sensitive components.
Semiconductor growth slows down in 2025
November 26, 2024
The semiconductor market reached USD 166 billion in 3Q24, a 10.7% growth from 2Q24, according to the World Semiconductor Trade Statistics (WSTS). This marks the strongest QoQ growth since 3Q16 when growth hit 11.6%. On a YoY basis, the market grew by 23.2% in 3Q24, the highest since 4Q21's 28.3%.
Lattice mulls making offer for Intel’s Altera
November 25, 2024
Oregon-based low power programmable firm Lattice Semiconductor is seeking a private equity backer as it explores a potential bid, the Bloomberg report said.
Foxconn to build AI factories with Nvidia Omniverse platform
November 21, 2024
Foxconn is collaborating with NVIDIA to use digital twin technology to revolutionize manufacturing and supply chain management, paving the way for advanced global production facilities.
DRAM prices fall in 2025 amid weak demand and rising inventory
November 19, 2024
The fourth quarter is a critical period for setting DRAM contract prices. According to TrendForce's latest research, prices for mature DRAM processes such as DDR4 and LPDDR4X are already falling due to excess supply and dwindling demand.
Layoffs awaits at AMD
November 19, 2024
AMD has announced plans to reduce its global workforce by approximately 4% as the company focuses on expanding its presence in the rapidly growing AI chip market, where Nvidia currently dominates.
Are Nvidia’s new AI chips facing overheating snag?
November 18, 2024
The Blackwell graphics processing units overheat when connected together in server racks designed to hold up to 72 chips, according to a report by the Information.
Is Apple in talks with Foxconn to build AI servers in Taiwan?
November 07, 2024
Though Foxconn is Apple’s biggest iPhone supplier, it also makes Nvidia’s AI servers, and sources told Nikkei it may have limited capacity to take Apple as a new server client.
Silver Lake, Bain prepare to bid for stake in Intel’s Altera
November 05, 2024
Intel has started the process for the stake sale in its programmable chips unit Altera, which it acquired for nearly USD 17 billion in 2015. The deal could provide Intel with a much-needed cash boost.
‘Nvidia’s CEO asked SK Hynix to bring forward supply of HBM4’
November 04, 2024
Nvidia’s CEO Jensen Huang’s request for faster delivery shows the robust demand for new iterations of Nvidia’s GPUs, which are crucial for AI and will have next-generation HBM chips.
Samsung’s Q3 profit rises but chips remain sluggish
November 01, 2024
The South Korean company reported net income of 9.78 trillion won (USD 7.1 billion) in the September quarter, compared with analysts’ average estimate of 9.14 trillion won.
Nvidia dethrones Apple as world’s most valuable company
October 28, 2024
Nvidia’s stock market value briefly reached USD 3.53 trillion, a little above Apple’s USD 3.52 trillion. The surge in its market value is driven by demand for its chips, the gold standard for AI.
SK Hynix posts record quarterly profit amid AI boom
October 25, 2024
The world’s second-biggest memory chipmaker reported an operating profit of 7 trillion won (USD 5 billion) for the July-September quarter from a loss for the same period last year.
TSMC’s third-quarter profit beats forecasts riding on AI boom
October 18, 2024
The Taiwanese chipmaker posted a net profit of T$325.3 billion (USD 10.11 billion) for the quarter ended September 30, compared with the T$300.2 billion predicted by an LSEG SmartEstimate.
Mass layoffs at Intel to impact over 2,000 US jobs
October 17, 2024
The tech giant’s cost-cutting measures will impact 1,300 employees in Oregon. Intel is Oregon’s second-largest private employer. The chipmaker employs more than 20,000 people in the state.
Foxconn to build world’s largest Nvidia superchip facility
October 10, 2024
EMS-giant Foxconn says that it will build the world's largest manufacturing facility for bundling Nvidia’s GB200 superchips in Guadalajara, Mexico.
Foxconn posts record third-quarter revenue
October 07, 2024
Revenue for the iPhone assembler jumped 20.2% year on year to T$1.85 trillion (USD 57.3 billion).
Oracle to invest $6.5 billion in cloud services centre in Malaysia
October 04, 2024
Big tech firms such as Microsoft, Nvidia, Google and ByteDance have announced billions of dollars worth of investments into Malaysia in the past year, with a focus on cloud services and data centers.
Intel, US government edge closer to $8.5 billion in chip funding
September 27, 2024
Any takeover of all or part of Intel’s business could risk disrupting the talks, according to a report in the Financial Times.
Omdia reports record semiconductor revenue in 2Q24
September 24, 2024
Analyst and consultancy firm Omdia reports that total semiconductor revenue reached a record high of USD 162.1 billion in 2Q24, marking a 6.7% quarterly growth.
Broadcom earnings beat expectations but Q4 forecast falls short
September 06, 2024
CEO Hock Tan said in a statement that Broadcom expects to record USD 12 billion in sales from AI parts and custom chips in fiscal 2024, higher than a previous forecast of USD 11 billion.
Nvidia gets subpoena from US Department of Justice
September 04, 2024
Last month, the DoJ launched a probe into the company after competitors complained that it had abused its market dominance.
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