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British chip designer Arm, backed by SoftBank, is in talks with potential strategic investors including Intel to anchor what will be one of the largest initial public offerings of the year, according to people familiar with the matter.
Bloomberg
The exhibitors and speakers at both Computex and its related InnoVEX Forum certainly demonstrated a mood of optimism for Taiwan's crucial role in the AI economy.
EE Times
The ecosystem for commercial chiplets-one where a marketplace of chiplets from many vendors can be incorporated into a multichip SoC by multiple packaging vendors with mix-and-match ease-has yet to appear.
EE Times
It's been rumored that Apple would release a mixed-reality headset to the public for several years. Bloomberg's Mark Gurman has steadily dripped details about the headset in recent months ahead of its expected WWDC 2023 unveil.
Tom's Hardware Guide
Speaking to the Financial Times, Jensen Huang said US export controls introduced by the Biden administration to slow Chinese semiconductor manufacturing had left the Silicon Valley group with "our hands tied behind our back" and unable to sell advanced chips in one of the company's biggest markets.
The Financial Times
Taiwan Semiconductor Manufacturing Company has reopened a lead over internet giant Tencent Holdings as Asia's biggest company by market value, helped by a resumed rally in chip stocks.
Bloomberg
Seoul has signalled it will not intervene to stop South Korean companies Samsung and SK Hynix from filling in a market gap after China imposed a ban on US chipmaker Micron, in an escalation of the tech battle between the superpowers.
The Financial Times
With Apple stock near an all-time high, it's worth asking how it got there - and how long that can last. The world's most valuable company makes great products, but it may turn out that the biggest driver of its share price has been the close relationship CEO Tim Cook has cultivated with China.
The Financial Times
"We think TSMC will move to normal wafer-based pricing on N3 with Apple during the first half of 2024, at around $16-17K average selling prices," Brett Simpson, senior analyst at Arete Research, said in a report. "At present, we believe N3 yields at TSMC for A17 and M3 processors are at around 55% [a healthy level at this stage in N3 development], and TSMC looks on schedule to boost yields by around 5+ points each quarter."
EE Times
The Biden administration is beginning to plan for 6G wireless telecommunications, seeking to expand internet access while reasserting US leadership in a sector where China has notched gains.
Wall Street Journal
Apple Chief Executive Tim Cook has launched the company's first retail store in India in the financial capital Mumbai.
BBC News
Terry Gou, founder of major Apple supplier Foxconn, is seeking the presidential nomination for Taiwan's main opposition party for a second time.
BBC News
Samsung Electronics' first-quarter profit is expected to plunge 92% to the lowest for any quarter in 14 years, as a chip glut worsens and buyers like data centres and computer makers slow purchases amid a global economic slowdown.
Reuters
While 5G is still in the early stages of deployment in many markets, and most commercially available networks are non-standalone, the industry is already experimenting with the possibilities of next-generation 6G cellular networks - and the IoT will be incremental to realizing those innovations.
EE Times
Beijing announced a cybersecurity review of Micron Technology, a top-tier U.S. chip maker, on Friday. The measure, which many industry analysts had expected, is China's most significant stroke of retaliation against Washington over its campaign to sever China's access to high-end chips.
New York Times
News broke yesterday of Oppo and OnePlus' potential exit from important European markets. While OPPO maintained that its business in the UK and Europe remains "normal," OnePlus' statement outright rejected any plans to exit the regions. Now, a third statement from the Oppo press team in Europe brings more doubts than clarifications on what's really happening behind the scenes.
Andorid Authority
Huawei Technologies has replaced more than 13,000 parts in its products that were hit by US trade sanctions, the Chinese tech giant's founder said, according to a speech transcript posted on Friday by a Chinese university.
Reuters
US regulators said Silicon Valley Bank depositors would be fully repaid as they acted to shore up the banking system after the lender's implosion, unveiling emergency funding measures and closing down a second financial institution.
The Financial Times
Apple is facing an unprecedented wave of executive departures. Also: The company will shake up its sales operations with a focus on India, a yellow iPhone arrives, and Amazon's Ring and Sonos introduce key new products.
Reuters
Apple has a moonshot-style project underway that dates back to the Steve Jobs era: noninvasive and continuous blood glucose monitoring.
Bloomberg
Forrester Research analyst Rowan Curran told MarketWatch that ChatGPT is an "iPhone moment for AI," citing Apple's reinvention of consumer electronics in 2007.
MarketWatch
While chip sales reached the highest-ever annual total in 2022, the slowdown in the second half of the year substantially limited growth. A deeper dive into the year-end data reveals how this pattern is consistent with the semiconductor industry's predictable cycle and why the current short-term downturn does not change the reality that long-term growth prospects for this foundational technology remain very promising.
SIA
It's hard to feel sorry for Silicon Valley tech workers. From high salaries and generous stock options to nap pods and unlimited time off, they're among the most privileged class of employees in the world. Conversely, there's no denying that these pampered staffers engineered a technology revolution that's brought untold economic and social value to the entire planet.
Bloomberg
Apple's earnings were an even bigger disaster than expected thanks to a combination of a stronger US dollar, global economic malaise, and more strife at its China factories. That analysts were unable to model for each of these known factors could signal that problems will persist even after supply returns to normal.
Bloomberg
Third-party retailers in China are offering discounts of as much as 10% on Apple's iPhone 14 Pro amid sluggish demand for smartphones.
Reuters
Apple is set to sign up Chinese contract manufacturer Luxshare Precision Industry to produce premium iPhone models, the Financial Times reported on Wednesday, citing sources familiar with the matter. Luxshare has been producing small numbers of the iPhone 14 Pro Max at its Kunshan plant, to make up for lost production at Foxconn's Zhengzhou factory last year.
Yahoo! Finance
During the CES 2023 show, electric vehicles and robotic tractors take center stage.
Bloomberg
China's abrupt reversal of its Covid Zero policy pushed economic activity - its service sector in particular - to the slowest pace since February 2020, as the virus swept through major cities and prompted people to stay home and businesses to shut.
Fortune
A third of the global economy will be in recession this year, the head of the International Monetary Fund (IMF) has warned.
BBC News
China filed a dispute with the World Trade Organization trying to overturn US-imposed export controls, which aim to limit the Asian nation's ability to develop a domestic semiconductor industry and equip its military.
Bloomberg
Global economic turbulence has hit technology companies this year, leading to slowing revenue growth and widespread layoffs, even as some segments of enterprise spending on IT seem to be holding steady.
Computerworld
The Biden administration has banned approvals of new telecommunications equipment from China's Huawei Technologies and ZTE because they pose "an unacceptable risk" to US national security.
Reuters
Chinese authorities are recruiting workers from villages and moving them to Foxconn's iPhone assembly lines after the Apple partner suffered a mass exodus.
The Financial Times
Including Hong Kong and Macao, China had 59 papers accepted by the ISSCC.
Electronics Weekly
The growth is expected to temper in 2023 due to challenging macroeconomic conditions but is forecast to rebound in the years that follow on strong demand for semiconductors used in data center, automotive and industrial applications.
SEMI
Tech leaders who spent years eagerly adding to their staffs are now lining up to deliver a different message: Sorry, we grew too fast.
Wall Street Journal
Apple has announced it will invest $450 million from its Advanced Manufacturing Fund to develop the infrastructure that allows off-grid backpackers to call for help when outside mobile coverage.
Computerworld
Beijing's censors have removed viral videos circulating on Chinese social media showing workers at the Zhengzhou facility in central China asking for supplies. Two workers told the Financial Times that the factory failed to deliver food regularly to staff under quarantine.
The Financial Times
Merck does not anticipate that a projected decline in smartphone sales this year will weigh on its semiconductor chemicals business, CEO Belen Garijo told Reuters on Thursday, insisting the market remained attractive.
Reuters
Intel is planning on announcing "targeted" layoffs in November, according to a report late Thursday, citing an internal video shared with employees.
MarketWatch
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