Around the web
19 Jun 202418 Jun 202412 Jun 202411 Jun 20246 Jun 202424 May 202420 May 202414 May 20249 May 20246 May 202430 Apr 202411 Apr 202425 Mar 202411 Mar 20246 Mar 20245 Mar 20243 Mar 202427 Feb 202426 Feb 202422 Feb 202421 Feb 202420 Feb 202415 Feb 20246 Feb 2024
Qualcomm agreed to pay $75 million to resolve a lawsuit in which shareholders accused the chipmaker of defrauding them by hiding its anticompetitive sales and licensing practices.
Reuters
Advanced Micro Devices (AMD) said on Tuesday it was looking into claims that the company's data was stolen in a hack by a cybercriminal organization.
Reuters
Levi & Korsinsky, a class action attorneys' firm, is calling Intel investors to join a class action suit against the company. The suit alleges that the semiconductor giant failed to properly disclose losses generated by its manufacturing division in January when it reported its 2023 results.
TG Daily
Japan plans to look into legislation to support the commercial production of advanced semiconductors, a draft of this year's long-term economic policy plan seen by Reuters shows.
Reuters
MediaTek is developing an Arm-based personal computer chip that will run Microsoft's Windows operating system, according to three people familiar with the matter.
Reuters
The share-price gap between Taiwan Semiconductor Manufacturing Co. and China's biggest chipmaker is near its widest in almost two decades, highlighting the difficulty Beijing faces in building up its domestic chip industry.
Bloomberg
A splintering of global supply chains, driven by both political and business considerations, has hundreds of manufacturers and logistics providers debating where to go next. They'd be well advised to take their cues from two Taiwanese companies who've led the charge.
Bloomberg
Russia's current standing in the international community - from economic pariah to massive supplier of fossil fuels - seems perfectly suited to the predicament faced by traditional Chinese automakers. In fact, sanctions against Moscow are likely the single largest driver of vehicle exports from its neighbor since the invasion of Ukraine began more than two years ago.
Bloomberg
Some Chinese AI chip companies are now designing less powerful processors to retain access to TSMC production in the face of US sanctions, four people with knowledge of the matter said.
Reuters
Samsung Electronics' latest high bandwidth memory (HBM) chips have yet to pass Nvidia's, opens new tab tests for use in the US firm's AI processors due to heat and power consumption problems, three people briefed on the issues said.
Reuters
SK hynix's foundry subsidiary, SK keyfoundry, is set to produce power semiconductors for Tesla electric vehicles starting the second half of this year.
BusinessKorea
Esperanto Technologies, a provider of high-performance, energy-efficient AI and HPC solutions built on the RISC-V instruction set, has signed a memorandum of understanding (MOU) with Rapidus. The partnership's initial goal is to help future semiconductor designers produce more energy-efficient solutions.
Company release
India is known for its semiconductor design expertise, which has been successfully nurtured since the 1980s. However, manufacturing capability and capacity has been limited despite having built a fab as far back as 1983 in the form of Semiconductor Complex Limited (SCL), established by M.J. Zarabi, considered one of the pioneers of the current chip industry in India.
EE Times
China has launched an anti-dumping probe into imports of a widely used plastic from the US, EU, Taiwan and Japan.
BBC News
SoftBank Group subsidiary Arm will foray into the development of artificial intelligence chips, seeking to launch the first products next year.
Nikkei Asia
Huawei's latest high-end phone features more Chinese suppliers, including a new flash memory storage chip and an improved chip processor, a teardown analysis showed, pointing to the progress China is making towards technology self-sufficiency.
Reuters
China passed a law on Friday strengthening its trade defence capabilities as the United States and the European Union take aim at Beijing over excess industrial capacity.
Reuters
The next generation of Arm's Ethos micro-NPU, Ethos-U85, is designed to support transformer operations, bringing generative AI models to IoT devices.
EE Times
The company said that demand for its smartphones dropped by more than 10% in the first three months of this year, while overall sales fell in every geographic region except for Europe.
BBC News
Three months ago, some investors thought the company might be able to drive perhaps $10 billion in full-year revenue for its MI300 AI accelerator line, but management ended up giving a target of more than $3.5 billion. Bernstein analyst Stacy Rasgon wrote last week that "until recently," expectations seemed to be creeping back up near $6 billion, but now investors are worried about possible customer order pushouts.
MarketWatch
Unionized workers of Samsung Electronics have voted in favor of a strike after failing to reach a deal on wage hikes with management, according to industry sources. Wage negotiations between management and labor broke down in February after rounds of talks over this year's wage increase.
The Korea Times
Consumer prices in the US rose faster than expected last month, in a sign that the fight to slow inflation has stalled.
BBC News
The US has added four Chinese companies to an export blacklist for buying US-origin goods to support China's military modernization efforts, the Department of Commerce said in a statement published Thursday.
Bloomberg
Huawei Technologies and a secretive chipmaking partner in China have filed patents for a low-tech but potentially effective way to make advanced semiconductors, raising the prospect that China could improve chip production techniques despite US efforts to halt its progress.
Bloomberg
China has introduced guidelines to phase out US microprocessors from Intel and AMD from government personal computers and servers.
The Financial Times
TSMC is set to win more than $5 billion in federal grants to support a chipmaking project in Arizona, according to people familiar with the matter, in what would mark a major milestone in President Joe Biden's effort to revitalize American semiconductor manufacturing.
Bloomberg
China is in the process of raising more than US$27 billion for its largest chip fund to date, accelerating the development of cutting-edge technologies to counter a US campaign to thwart its rise.
Bloomberg
Water scarcity threatens chipmakers like TSMC and could push prices higher, according to S&P (Mar 6)
Semiconductor firms such as TSMC are at risk of water shortages as processing technology advances, S&P Global Ratings said in a report.
CNBC
Researchers at the Georgia Institute of Technology said the graphene semiconductor they have developed is compatible with standard microelectronic processing methods, a fundamental requirement for any viable alternative to silicon.
EETimes Europe
With Vision Pro out the door and the recent cancellation of work on a car, it's becoming crystal clear that Apple is shifting huge resources into its forthcoming introduction of something like generative AI (genAI).
Computerworld
North Korean hackers have broken into South Korean chip equipment makers, according to South Korea's spy agency.
BBC News
European Union leaders recently opened several initiatives to promote the development of RISC-V-based chips-in response to anxiety over member countries' reliance on foreign companies for semiconductors. The recent global chip shortage, which has disrupted supply chains and highlighted the importance of chip sovereignty, exacerbated that concern.
EE Times
US chipmakers Intel and Micron are likely to win the largest share of the US$52 billion in CHIPS Act awards this year, analysts told EE Times. With the US 2024 presidential election approaching, the awards will help President Joe Biden show that he's creating jobs and returning semiconductor manufacturing to the nation following a long history of offshoring, the analysts said.
EE Times
Self-healing machines are becoming a reality, one generative AI (genAI) fault diagnosis tool at a time; one day, even your iPhone will tell you when it thinks it has a problem.
Computerworld
Japan's efforts to rebuild its semiconductor industry are getting a shot in the arm as more and more Taiwanese chip companies expand here - not only to support a new TSMC plant but also excited about the Japanese sector's prospects.
Reuters
Samsung Electronics sold its entire remaining stake in ASML Holding in the December quarter as part of its push to expand into new areas of chipmaking.
Bloomberg
Graphcore has struggled to gain a foothold in the market for AI chips despite huge spending on artificial intelligence. It has also been hit by the closure of its business in China amid US controls on selling AI technology.
Daily Telegraph (UK)
The Biden administration is considering restrictions on imports of Chinese "smart cars" and related components that would go beyond tariffs to address growing US concerns about data security, according to people familiar with the matter.
Bloomberg
Kioxia and Western Digital's joint venture manufacturing facilities in Yokkaichi and Kitakami have been approved for up to JPY150 billion (US$1 billion) in government subsidies.
Company release
Although economic factors are the main reason for tech layoffs, many companies are citing the race for artificial intelligence as a factor, as they are shifting resources to focus on AI talent.
Bloomberg
1/1503 pages