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Soaring appetite for Huawei's artificial intelligence (AI) chips coupled with manufacturing constraints has forced the Chinese tech giant to prioritise AI and slow production for its premium Mate 60 phones, people familiar with the matter said.
Reuters
His disappearance came against the backdrop of a crackdown on leading technology companies by Chinese authorities. In late 2020, Alibaba founder Jack Ma also disappeared from public view for three months. Ma had been due to publicly list his digital payments firm Ant Financial - which would have most likely made him the richest man in China.
BBC News
The US Justice Department said Wednesday that the FBI surreptitiously sent commands to hundreds of infected small office and home office routers to remove malware China state-sponsored hackers were using to wage attacks on critical infrastructure.
Ars Technica
The most pressing question for Canada's semiconductor industry isn't whether it can scale up its chipmaking capabilities but how to go about doing so.
EE Times
Facebook owner Meta Platforms opens new tab plans to deploy into its data centers this year a new version of a custom chip aimed at supporting its artificial intelligence (AI) push, according to an internal company document seen by Reuters on Thursday.
Reuters
Teradyne, a supplier of semiconductor testing equipment, pulled manufacturing worth about $1 billion out of China last year, a Teradyne spokesperson said on Monday, after US export regulations led to supply chain disruptions.
Reuters
Chipmaking startup Cerebras Systems is weighing an initial public offering as soon as this year, according to people familiar with the matter.
Bloomberg
Ericsson said it expects further decline in 5G gear demand from mobile operators this year after beating fourth-quarter operating profit expectations on Tuesday helped by software sales.
Reuters
Shares of KLA declined 6% in after-hours trading Thursday after the company posted a profit miss in its fiscal second quarter amid weaker demand levels.
MarketWatch
Western Digital on Thursday posted December quarter sales that edged Wall Street estimates, and provided better-than-expected guidance for the March quarter-but the disk-drive and flash memory chip company's shares nonetheless were falling in late trading.
Barron's
Industry predictions suggest Samsung Electronics will significantly expand its HBM production capabilities with substantial equipment investment. This intensifies the industry leadership competition with SK Hynix, which is entering mass production of its fifth-generation HBM3E product in the first half of this year.
BusinessKorea
Intel's fab near Magdeburg, Germany, will not only be the most advanced semiconductor production facility in Europe, but, according to CEO Pat Gelsinger, the most advanced fab in the world when it comes online. The fab will process wafers using post-18A process technologies and will be used to make products both for Intel as well as its Intel Foundry Services customers.
TG Daily
China's chip imports suffered their steepest drop on record last year, hamstrung by prolonged economic uncertainties and US export controls.
Bloomberg
South Korea unveiled plans by leading firms such as Samsung Electronics and SK Hynix to spend more than US$470 billion establishing the world's largest chipmaking cluster, joining a global race to safeguard domestic supply.
Bloomberg
Artificial intelligence is set to affect nearly 40% of all jobs, according to a new analysis by the International Monetary Fund (IMF).
BBC News
Nvidia may not be able to sell its top-specced GPUs in China, but across the border in India, datacenter operators are buying up tens of thousands of accelerators to bolster their AI capabilities.
The Register
Chinese military bodies, state-run artificial intelligence research institutes and universities have over the past year purchased small batches of Nvidia semiconductors banned by the US from export to China, a Reuters review of tender documents show.
Reuters
Tesla is recalling more than 1.6m Model S, X, 3 and Y electric vehicles exported to China for problems with their automatic assisted steering and door latch controls.
Guardian
Microsoft pushed throughout 2023 to add generative AI capabilities to its software, even extending its new Copilot AI assistant to Windows 10 late last year. Now, those efforts to transform PCs at a software level is extending to the hardware: Microsoft is adding a dedicated Copilot key to PC keyboards, adjusting the standard Windows keyboard layout for the first time since the Windows key first appeared on its Natural Keyboard in 1994.
Ars Technica
The topic of quantum computing occupied an entire day at the recent PUZZLE X conference in Barcelona-with visionaries such as Nobel laureate Sir Roger Penrose, Bob Coecke (Quantinuum), Brian Subirana (Harvard and MIT), and Marta Estarellas (Qilimanjaro) served up as speakers.
EE Times
Chinese Premier Li Qiang visited the country's foremost developer of memory chips, in the latest show of government support for US-sanctioned Yangtze Memory Technologies (YMTC) as the two powers clash over technology.
Bloomberg
The crises that have brought supply chains to their breaking point have highlighted an urgent need for change. This will result in a far more robust and balanced framework for global trade and manufacturing.
Bloomberg
It's getting harder-both technically and financially-to make semiconductor chips smaller. The fight for chip tech supremacy has begun to migrate into a new area: how to package chips together to achieve better performance.
Wall Street Journal
Foldables are barely 1% of the market, but that's not stopping anyone but Apple.
Ars Technica
A 7.5 magnitude earthquake struck central Japan on Monday afternoon, collapsing buildings, causing fires and triggering tsunami alerts as far away as eastern Russia, prompting orders for residents to evacuate affected coastal areas of Japan.
CNN
Chinese President Xi Jinping, in his annual New Year's Eve address, reiterated his claim that Taiwan would "surely be reunified" with China.
BBC News
Micron Technology has settled a high-profile intellectual property theft lawsuit with a key, state-backed Chinese rival amid the US company's efforts to mend ties with Beijing.
Bloomberg
Tesla is recalling more than 120,000 of its vehicles because unlocked doors may open during a crash, increasing the risk of injury, according to safety regulators.
CNN
China is to bring in new rules that will limit the amount of money and time that people can spend on video games.
BBC News
Alibaba has shuttered its quantum computing research lab, a sign that the Chinese e-commerce and cloud operator is considering more cutbacks to bulk up the bottom line.
Bloomberg
Sam Altman, who was fired from his role at ChatGPT-maker OpenAI last Friday, will return to his post as chief executive, ending a boardroom drama that has transfixed Silicon Valley and exposed the power struggles over who has control over the future of artificial intelligence.
Washington Post
Asked by analysts on Ambarella's most recent earnings call whether the company had changed its automotive strategy, Ambarella CEO Fermi Wang said the firm had increased its focus on the Chinese market.
EE Times
Sam Altman, who was ousted as CEO of OpenAI in a chaotic boardroom coup Friday, is joining Microsoft, the tech giant said Monday. Meanwhile, Emmett Shear, the former CEO of streaming service Twitch, will join OpenAI.
CNN
OpenAI's investors are making efforts to bring back Sam Altman, the chief executive officer who was ousted Friday, the latest development in a fast-moving chain of events at the artificial-intelligence company behind ChatGPT.
Wall Street Journal
China's Yangtze Memory Technology is readying its next-generation 3D NAND memory architecture - Xtacking 4.0 - despite severe sanctions against the company, according to a document seen by Tom's Hardware. The company has no plans to increase the number of layers with the two Xtacking 4.0 devices currently in development, but the family may get broader over time.
TG Daily
Apple has been interested in graphene for thermal management for some time, filing patents related to its exploration of the material for heat dissipation in portable devices.
Mac Rumors
Decades old norms are being challenged in the power semiconductor industry as Omdia predicts an explosion in novel semiconductors due to the electric vehicle (EV) revolution. Will the AI boom have a similar impact?
Company release
Canon's new nanoprint lithography tool will take years to rival the EUV equipment that ASML alone provides to make the world's most advanced semiconductors, analysts told EE Times.
EE Times
"Consistent execution by our sales teams and partners drove a strong start to the fiscal year with Microsoft Cloud revenue of $31.8 billion, up 24% (up 23% in constant currency) year-over-year," said Amy Hood, executive vice president and chief financial officer of Microsoft.
Company release
Chip technology design maker Imagination Technologies plans to lay off 20% of the company's staff, according to sources familiar with the matter.
Reuters
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