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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
Chip technology design maker Imagination Technologies plans to lay off 20% of the company's staff, according to sources familiar with the matter.
Reuters
Japanese chipmaker Rapidus says it is working on an alliance with Canadian startup Tenstorrent, which has an edge in AI chip design.
NHK World
The 741 page annual report, released by the U.S.-China Economic and Security Review Commission, takes aim at the Biden administration's Oct. 2022 export curbs, which seek to bar Chinese chipmakers from getting U.S. chipmaking tools if they would be used to manufacture advanced chips at the 14 nanometer node or below.
Reuters
There are four primary "buckets" of node sizes of wafer fabrication: below 11nm, 11-19nm, 20-64nm, and 65nm and above. Each serves a unique purpose and application. After the most recent chip shortages, inventory is rebalancing across the market. Semiconductor manufacturers have shifted their production strategies and are reconsidering which node sizes to focus on.
EE Times
Japan's Kioxia on Tuesday reported a JPY100.8 billion (US$664.5 million) operating loss in the second quarter as earnings were hit by a slump in demand for memory chips used in smartphones and personal computers (PC).
Reuters
South Korea's memory-chip exports increased in October for the first time in 16 months, offering more evidence for the revival of demand for the country's most important products.
Bloomberg
New US export controls may compel artificial-intelligence giant Nvidia to cancel billions of dollars in next-year orders for its advanced chips to China, a move that could deprive Chinese tech companies of crucial AI resources.
Wall Street Journal
China's state-backed chip investment fund has invested CNY14.56 billion (US$1.99 billion) in a memory chip company called Changxin Xinqiao, records showed.
Reuters
Japan is aiming to secure an additional JPY1.49 trillion (US$10 billion) in subsidies for two key semiconductor projects, according to a key ruling party lawmaker for chips.
Bloomberg
The world's chipmakers are failing to meet an international target to achieve net-zero carbon emissions by 2050, experts told EE Times. The first milestone is for emissions to peak in 2025 and steadily fall, one said.
EE Times
Canon's nanoimprint lithography (NIL) technology enables patterning with a minimum linewidth of 14nm, equivalent to the 5nm-node required to produce most advanced logic semiconductors which are currently available. Furthermore, with further improvement of mask technology, NIL is expected to enable circuit patterning with a minimum linewidth of 10 nm, which corresponds to 2nm-node.
Company release
The global economy is facing tremendous uncertainty from the war between Hamas and Israel in the Middle East, on top of the ongoing war between Russia and Ukraine. Those conflicts don't just threaten the regions where they're unfolding; they may also fray the weakening interconnectedness that remains among the world's largest economies.
CNN
Tech companies are touting new AI technology that can spit out business memos or computer code. They are still figuring out how those products will generate a profit.
Wall Street Journal
Leading chipmakers in recent years spent tens of billions of dollars on advanced-chip-packaging facilities-to prepare for building processors in multi-chiplet packages that will offer consistent performance increases and ensure continuity of Moore's law.
EE Times
The chief executive of JP Morgan Chase told investors that he was concerned about the risks to the economy from rising geo-political tensions.
BBC News
Russia has an ambitious plan to build up to ten supercomputers by 2030, each potentially housing 10,000 to 15,000 Nvidia H100 GPUs. From a computing perspective, this would provide the nation with performance on a scale similar to that which was used to train Chat GPT. Formidable in general, a system featuring so many H100 GPUs could produce some 450 FP64 TFLOPS, which is half of an ExaFLOP, a level of supercomputer performance that has only been achieved by the US so far.
Tom's Hardware Guide
They included a unit of Taiwanese chip material reseller Topco Scientific and a subsidiary of Taipei-based L&K Engineering, according to a Bloomberg News investigation. Across town at another Huawei-affiliated site, Bloomberg identified workers from a subsidiary of construction specialist United Integrated Services (UIS).
Bloomberg
Japan's Ministry of Economy, Trade and Industry is allocating up to JPY192 billion (US$1.29 billion) in subsidies for US chipmaker Micron Technology's work in Hiroshima prefecture, Nikkei has learned, in a move to bolster domestic semiconductor supply chains.
Nikkei Asia
Nvidia's office in France was raided this week as part of an investigation by that country's Competition Authority into the graphics card sector.
The Register
It appears that a third Chinese exascale supercomputer, long thought to be halted indefinitely due to the impact of US sanctions, has come online.
TG Daily
The Korean maker says it hasn't worked with Huawei since sanctions.
Bloomberg
The significance of the latest phones made by China's Huawei has been overstated.
Barron's
A new smartphone from Huawei Technologies has reignited debate over chip technology and China's ability to skirt US-led curbs. In reality, last week's release of the Mate 60 Pro shows that the success of sanctions is painted in shades of grey, with the true impact yet to come.
Bloomberg
Qualcomm Technologies has announced the all-new Snapdragon G Series handheld gaming portfolio, built to meet the unique performance and feature demands of dedicated gaming devices.
Company release
Xi Jinping wants them to focus on the party's goals. Many cannot see why they should.
Economist
What is unclear is where Baikal plans to produce its AI chips.
TG Daily
Contract chipmaker GlobalFoundries on Tuesday forecast third-quarter revenue below analysts' estimates as the global semiconductor industry battles a supply glut, sending the company's shares about 3% lower in trading before the bell.
Reuters (via Yahoo! Finance)
TSMC's board of directors will decide in favour of building a factory in the German city of Dresden, the Handelsblatt daily reported on Monday, citing government sources.
NASDAQ.com
Britain's semiconductor industry must focus on niche manufacturing and designs rather than seek to challenge international rivals in chipmaking, according to the UK's tech minister, who admitted that "we are not going to recreate Taiwan in south Wales."
The Financial Times
Artificial intelligence (AI) is getting more attention than ever thanks to the rapid emergence of ChatGPT, so it should be no surprise that well-established, incumbent technologies, such as the Peripheral Component Interconnect Express (PCIe), are poised to play a critical role.
EE Times
Oracleis spending "billions" of dollars on chips from Nvidia as it expands a cloud computing service targeting a new wave of artificial intelligence (AI) companies, Oracle founder and Chairman Larry Ellison said on Wednesday.
Reuters
A majority of Korean semiconductor companies responded to a Bank of Korea (BOK) survey by saying that their exports to China were unlikely to fully recover.
BusinessKorea
When former Samsung executive Choi Jinseog won a contract with Taiwan's Foxconn in 2018, he tapped his former employer's supplier network to steal secrets to help his new client set up a chip factory in China, an indictment by South Korean prosecutors alleges.
Reuters
Micron Technology plowed through the worst quarter in its history and is setting its sights on a recovery in the memory chip market, but issues in China could set back its recovery efforts.
MarketWatch
Sony Semiconductor Solutions president Terushi Shimizu on Friday said that the land the company plans to acquire in Kumamoto Prefecture will be the site of a planned image sensor plant.
The Japan News
Even if the Federal Reserve had begun raising interest rates nine months earlier, US inflation wouldn't be any lower today than it is now.
Fortune
Government-backed Japan Investment Corp. is in talks to acquire JSR, the leading producer of photoresist for semiconductor manufacturing, for roughly JPY1 trillion (US$7 billion), Nikkei has learned.
Nikkei Asia
A group of investors led by Apollo Global Management is making a debt investment between $1 billion to $2 billion in chipmaker Wolfspeed to support its expansion in the US, media outlets reported on Sunday.
Reuters
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