2023 semiconductor market revenue down 9% from 2022
March 28, 2024
A new Omdia report reveals a downturn in the semiconductor industry, with revenue down 9% from USD 597.7 billion in 2022 to USD 544.8 billion in 2023. A decline that follows two years of record growth, highlighting the cyclical nature of the semiconductor market.
Nvidia's unveils new Blackwell AI 'super chips'
March 22, 2024
All-conquering chip design firm Nvidia has launched its Blackwell graphic processing units, which are reportedly up to 30x faster than their predecessors.
AI-to-silicon startup Taalas raises $50m in two rounds
March 11, 2024
Toronto-based Taalas has secured funding to develop a platform for turning AI models into custom silicon.
SK hynix: we'll invest $1bn in HBM this year
March 08, 2024
Korea's SK hynix will spend big on the development of its high-bandwidth memory (HBM) tech as competition heats up in the next-gen AI GPU space.
Micron begins volume production of HBM3e memory
March 01, 2024
The US's biggest memory firm, Micron, has joined the race to compete in the next-gen HBM3e space, and says its new products will be used by Nvidia.
FPT and Siemens ink MOU, accelerating cooperation globally
February 29, 2024
Vietnamese ICT company, FPT, has signed a Memorandum of Understanding (MoU) with Siemens looking to collaborate on business opportunities in advancing the manufacturing sector and semiconductor chip production.
AI chip deals remain low; chip makers take over as major buyers
February 28, 2024
New research from Omdia reveals that while demand for AI chips is soaring, AI chip deals remain low – and that chip manufacturers are taking over as the major buyers.
SK hynix on HBM memory: we've sold out for 2024
February 26, 2024
If you want HBM memory to enhance your AI applications, don't go to SK hynix. The Korean memory giant has nothing left.
Nvidia stuns Wall Street with profits up 769%
February 23, 2024
Nvidia's unstoppable juggernaut powered to new milestones this week with the announcement that quarterly profits hit $12.3 billion.
MLCC shipments to dip 7% in 1Q24 amid slowing demand
February 20, 2024
The global economic deceleration is taking its toll on the tech sector’s growth, with heavyweights like Intel and Texas Instruments signaling a downturn in their recent financial forecasts.
SoftBank planning $100bn AI chip venture
February 19, 2024
Japanese investment firm, SoftBank Group is talking to Middle Eastern funds about supporting an ambitious semiconductor supply venture.
Fabless startup Sapeon to develop on-device AI chip
February 19, 2024
South Korea's Sapeon, a spin off from telco SK Group, has announced it is working on a new semiconductor optimised for on-device artificial intelligence.
Nvidia discloses investment in Arm
February 15, 2024
Nvidia tried, and failed, to acquire Arm back in 2022 – however, in a regulatory filling, the company disclosed a USD 147.3 million investment in Arm Holdings.
AI’s rocketing demand to drive server DRAM growth
February 14, 2024
In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds. TrendForce posits that this advancement is set to drive growth in both DRAM and NAND Flash across various AI applications, including smartphones, servers, and notebooks.
Nvidia CEO: “countries must build sovereign AI infrastructure”
February 13, 2024
Nvidia’s CEO Jensen Huang says that every country needs to have its own artificial intelligence infrastructure to safeguard its own culture and capitalise on the technology's economic potential.
Arm shares jump by 50% after positive earnings update
February 09, 2024
Shares in Arm Holdings leapt yesterday when the company reported quarterly sales of $824m – 8.19% more than analyst expectations.
Meta to deploy self-designed chip in data centres this year
February 08, 2024
Facebook owner Meta Platforms is preparing to roll out a new version of its own custom chip, which is aimed at supporting the firm's AI activities.
TSMC is now the world's largest chip maker by revenue
February 07, 2024
TSMC sales hit $69.3bn in 2023 to beat Intel and Samsung for the first time, says influential industry analyst.
Fabless startup Rebellions closes $124m Series B
February 06, 2024
South Korea's Rebellions has raised a significant new capital fund and will now start work on its third AI chip, Rebel.
Could CXMT become China's first HBM producer?
February 02, 2024
China is desperate to manufacture its own high-bandwidth memory modules, and now reports say ChangXin Memory Technologies is close to a breakthrough.
SK Hynix confirms new packaging plant in Indiana
February 02, 2024
South Korean chipmaker SK Hynix is to open a new US facility, which will produce high-bandwidth memory chips for integration with Nvidia’s GPUs.
Intel warns investors of a grim year ahead
January 29, 2024
Execs at Intel's Q4 earnings call forecasted weak revenues thanks to weak demand for data centre and self-driving vehicle chips.
Sam Altman 'raising billions' for new chip venture
January 22, 2024
The CEO of the world's leading AI company, OpenAI, is rumoured to be talking to investors about building an ambitious new network of semiconductor fabrication plants.
Just 9 of the top 25 chip makers boosted revenue in 2023
January 19, 2024
The underwhelming performance of the world's biggest semiconductor firms meant that industry revenue fell by 11% in 2023, says Gartner.
Worldwide semiconductor revenue dropped 11% in 2023
January 16, 2024
Research firm Gartner says that worldwide semiconductor revenue in 2023 totalled USD 533 billion in 2023, which spells a decrease of 11.1% from 2022.
TSMC revenues flat, but better than market expectation
January 12, 2024
Taiwanese chipmaker TSMC has surprised the market with better than expected 4Q revenues of $20.1 billion.
Nvidia to sell sanctions-busting AI chip to China
January 08, 2024
US chipmaker Nvidia has developed an AI chip that will comply with US export rules, enabling the firm to sell to Chinese suppliers.
Top 10 IC design houses to see 17.8% increase in quarterly revenue in 3Q23
January 04, 2024
TrendForce reports that 3Q23 has been a historic quarter for the world’s leading IC design houses as total revenue soared 17.8% to reach a record-breaking USD 44.7 billion.
Share prices of US semiconductor firms 'best for a decade'
January 01, 2024
New industry data has revealed that US-based semiconductor stocks have risen by a collective 66% this year – the biggest spike since 2009.
EV maker Nio has developed a 5nm processor for self-driving
January 01, 2024
Chinese car manufacturer Nio has unveiled a five nanometer SoC that it claims is comparable to Nvidia's A100 market-leading processor.
Nvidia unveils sanctions-avoiding games GPU
December 29, 2023
Nvidia will start shipping a China-exclusive advanced graphics GPU that meets US export regulations from January.
South Korea’s semiconductor shipments up 80% in November
December 29, 2023
South Korea’s chip manufacturing segment is bouncing back from its year-long slump, says the country's national statistical office.
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