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"They're interested in us using their foundries," said Nvidia CEO Jensen Huang regarding Intel, during a virtual press conference on Wednesday. "We're very interested in exploring it."
The Register
Apple plans to make about 20% fewer iPhone SEs next quarter than originally planned, in one of the first signs that the Ukraine war and looming inflation have started to dent consumer electronics demand, sources briefed on the matter told Nikkei Asia.
Nikkei Asia
Oil prices fell more than 5% early Monday as the Chinese city of Shanghai announced lockdown restrictions, triggering fears over weakened demand.
Barron's
Under the Digital Markets Act (DMA), giants such as Google and Apple will be forced to open up their services and platforms to other businesses.
BBC News
SK Hynix CEO says top shareholder to secure $1.6 billion for M&A in chips, blockchain (Mar 28, 2022)
The CEO of South Korean chipmaker SK Hynix said on Monday that its largest shareholder, SK Square, is considering merger and acquisition deals involving chip companies.
Reuters
The city of Shanghai will be locked down in two stages over nine days while authorities carry out Covid-19 testing.
BBC News
The Russian Federation government is considering adding chip designers Baikal Electronics and MCST to the list of 'backbone enterprises.' The status will provide Baikal and MSCT with numerous benefits, including subsidies. State aid might help these companies to transition the production of their chips from Taiwan to China. Meanwhile, it is unclear whether fabs like SMIC and Hua Hong are interested in making chips for Russian companies and risk additional sanctions.
TG Daily
Japanese automaker Suzuki Motor and 'flying car' firm SkyDrive said on Tuesday they have signed a deal to team up in research, development and marketing of electric, vertical takeoff and landing aircraft.
Reuters
Chipmakers' multibillion-dollar expansion plans will be constrained by a shortage of critical equipment over the next two years as the supply chain struggles to step up production. The warning comes from Peter Wennink, chief executive of ASML, which dominates the global market for the lithography machines used to make advanced semiconductors.
The Financial Times
A powerful 7.4 magnitude earthquake struck off the coast of Fukushima in northern Japan on Wednesday night, smashing furniture, knocking out power and killing four people. A small tsunami reached shore, but the low-risk advisory was lifted by Thursday morning.
Bloomberg
We've seen a lot of heat dissipation efforts in here: oodles of graphite tape, some serious thermal paste, and now this beefier vapor chamber? At a guess we'd say that catching up to Apple silicon is starting to make Samsung sweat, pun intended.
iFixit
Tesla is suspending production at its Shanghai factory for two days as China tightens restrictions to contain the latest Covid outbreak, according to people familiar with the matter.
Bloomberg
Arm, the SoftBank Group unit preparing for an initial public offering, will cut as much as 15% of its workforce, part of an effort to rein in spending and focus on fewer projects.
Bloomberg
Japan will stop exporting semiconductors to Russia next week, joining the US and its European allies in efforts to cripple Russia's military capability.
Bloomberg
Two of China's largest cities, Shenzhen and Shanghai, imposed stringent restrictions on Sunday on the movements of their residents, as a coronavirus outbreak continued to spread across much of mainland China.
New York Times
Apple may release a new 30W power adapter with a new form factor design in 2022, reputable analyst Ming-Chi Kuo said in a tweet today. The power adapter will utilize gallium nitride or "GaN" technology.
Mac Rumors
if the United States were to find that a company like the Semiconductor Manufacturing International Corporation, in Shanghai, was selling its chips to Russia, "we could essentially shut SMIC down because we prevent them from using our equipment and our software."
New York Times
Toshiba said supply challenges for electronic components are unlikely to abate for another year as chronic shortages remain, while Russia's invasion of Ukraine, a key supplier of chipmaking materials, may also have an impact.
Bloomberg
In the wake of President Putin's military aggression in Ukraine, some firms, including Apple, Jaguar Land Rover, H&M and Burberry, have announced they are pausing activities in Russia.
BBC News
The criminal group wants Nvidia to commit to making its GPU drivers completely open source. If Nvidia does not comply, the criminals say, the company can expect to see a new leak that would include the complete silicon, graphics, and computer chipset files for all its recent GPUs.
Ars Technica
Companies will prioritize vendors that can provide consistent and dependable supplies, likely paying a premium. In the end, those costs will be passed on to consumers in the form of higher prices. While prices will become an important consideration for consumers, brands that offer a consistently and predictably available set of choices will enjoy pricing power.
Freight Waves
Apple will host its annual spring product launch event on March 8.
Reuters
Google-owned Fitbit announced a voluntary recall of 1.7 million smartwatches that may overheat due to the lithium-ion battery inside and burn the user. The recall is for the discontinued Fitbit Ionic Smartwatch (introduced in 2017 and stopped producing in 2020) that according to US Consumer Product Safety Commission (CPSC), "the lithium-ion battery in the Ionic smartwatch can overheat, posing a burn hazard."
Zero Hedge
All contacts, groups, files, and messages going through Telegram are available to anyone with access to Telegram's servers. It's all in there because there's no end-to-end encryption by default. Using insecure messengers is like inviting foreign governments, hackers, and company employees to every single chat with your friends. If you didn't mind this before because you "had nothing to hide", I'm afraid circumstances have changed.
nuno.sh
Apple has become the latest major firm to halt all product sales in Russia, in he wake of its invasion of Ukraine. The vendor said it was "deeply concerned" about the Russian invasion and stands with those "suffering as a result of the violence."
BBC News
Toyota will shut down all 14 of its factories in Japan on Tuesday after a possible cyber-attack. Its supplier Kojima Industries Corporation suspected it had been hit by a cyber-attack, causing a halt in production.
BBC News
Rivian Automotive is "making progress" in the increase of production for electric vehicles at its Normal, Illinois, assembly plant and is aiming to take 10% share in the EV market by 2030, CEO RJ Scaringe said on Thursday.
Reuters
That sophisticated tracing system emerged from a relatively low-tech and crowd sourced development process.
BBC News
Micron Technology, the biggest maker of computer memory chips in the US, said the growing crisis in Ukraine highlights the complexity and vulnerability of the semiconductor supply chain. Some of the gases used in the production of chips comes from the country which the US says Russia is invading.
Bloomberg
Intel is increasing its reliance on erstwhile rival TSMC in its attempt to boost sales and eventually regain dominance as the world leader in manufacturing scale and chip process technology.
EE Times
The semiconductor industry has long struggled with a notorious cycle of booms and nasty downturns. Now though, the industry is confident of beating the patterns of the past to extend what is an extraordinary run for the sector.
The Financial Times
Luxshare Precision Industry, an Apple Inc supplier, said on Monday it aims to raise up to CNY13.5 billion yuan (US$2.13 billion) to fund six projects, including building a production line for wearable devices.
Reuters
This week's announcement that India's Vedanta has tied up with Taiwan's Foxconn Technology to make chips is being lauded as proof that New Delhi is gaining traction with its plans to build a semiconductor industry. That's hardly the case.
Bloomberg
Arm has introduced its new Mali-C78AE image signal processor (ISP), which is added to its "AE" line of safety-capable IP suitable for ADAS and human vision applications.
Company release
Intel chief executive Pat Gelsinger said Intel would be interested in participating if a consortium emerges to own the British semiconductor and software design company Arm.
Reuters
It was a darling with investors and customers. What happened next is more dramatic than anybody knows.
The Financial Times
Nvidia CEO Jensen Huang said in a conference call with analysts that regulators would not budge in their opposition to Nvidia's proposed $80 billion acquisition of Arm.
Venturebeat
The Mercury Research CPU market share results are in for the fourth quarter of 2021, showing that AMD now comprises 25.6% of the overall x86 market, its highest share ever, partially on the strength of its increasing gaming console shipments.
Tom's Hardware Guide
Intel is close to buying Israeli firm Tower Semiconductor for about US$6 billion, a source familiar with the matter said, as the US company looks to advance its strategy of contract manufacturing chips for other businesses.
Reuters
AMD has received approval from all necessary authorities to proceed with the acquisition of Xilinx.
EE Times
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