Around the web
3 Nov 202423 Oct 202413 Oct 202423 Sep 202422 Sep 202416 Sep 20246 Sep 20242 Sep 202420 Aug 202415 Aug 20246 Aug 20245 Aug 202422 Jul 202418 Jul 202411 Jul 20248 Jul 202419 Jun 202418 Jun 202412 Jun 202411 Jun 20246 Jun 202424 May 202420 May 2024
GlobalFoundries, Tower Semiconductor, and possibly some companies in China are poised for a wave of silicon photonics demand driven by AI and other applications like quantum computing.
EE Times
The surging global popularity of TikTok has seen the co-founder of its parent company, ByteDance, become China's richest person.
BBC News
Intel will be replaced by Nvidia on the blue-chip Dow Jones Industrial Average index (.DJI) after a 25-year run, underscoring the shift in the chipmaking market and marking another setback for the struggling semiconductor firm.
Reuters
An investigation of Huawei Technologies' latest AI offering has unearthed an advanced processor made by Nvidia manufacturing partner TSMC, suggesting that China is still struggling to reliably make its own advanced chips in sufficient quantities.
Bloomberg
Arm Holdings is canceling a license that allowed longtime partner Qualcomm to use Arm intellectual property to design chips, escalating a legal dispute over vital smartphone technology.
Bloomberg
The first outing in the United States of the successful embedded world trade show and conference that has been running successfully in Nuremberg, Germany, for a couple of decades attracted some 3,500 visitors to the Austin Convention Center in Texas this week.
EE Times
One of the key concerns for the European electronics industry is the need for more skilled engineers.
EETimes Europe
A number of prominent executives have left Apple in recent years, and some of the others have also followed the process of first narrowing the role to something focused on a single concern or product, followed by actual retirement.
Ars Technica
With markets keen for details on China's efforts to revive economic growth and end its housing slump, here are five key takeaways from today's briefing by Chinese Minister of Finance Lan Fo'an and his colleagues. Bloomberg Terminal readers can click here for a full transcript.
Bloomberg
President William Lai has pledged to uphold Taiwan's self-governing status in his most high-profile public address since taking office earlier this year.
BBC News
Indonesia has asked Alphabet's Google and Apple to block Chinese fast fashion e-commerce firm Temu in their application stores in the country so it cannot be downloaded, a minister said on Friday.
Reuters
Two chip-making giants have discussed building huge factory complexes in the United Arab Emirates that could transform the industry in the coming years and become a cornerstone for artificial-intelligence investments in the Middle East.
Wall Street Journal
Qualcomm has in recent days approached Intel to explore a potential acquisition of the troubled chipmaker, a source familiar with the situation said on Friday, in what could be a transformational deal in the sector but faces many hurdles.
Reuters
Intel has officially qualified for as much as $3.5 billion in federal grants to make semiconductors for the Pentagon, according to people familiar with the matter, after the chipmaker reached a binding agreement with US officials.
Bloomberg
Chipmaker Broadcom forecast fourth-quarter revenue slightly below Wall Street expectations on Thursday, hurt by sluggish spending in its broadband segment. Despite a sharp rise in orders for its artificial intelligence chips, shares fell nearly 5% in extended trading.
Reuters
Intel CEO Pat Gelsinger and key executives are expected to present a plan later this month to the company's board of directors to slice off unnecessary businesses and revamp capital spending, according to a source familiar with the matter, as they try to revive the once-dominant chipmaker's fortunes.
Reuters
British IP provider Imagination Technologies has raised investment in the form of a $100 million convertible term loan from Fortress Investment Group. Imagination will use the funds to support the development of its technologies for graphics, compute and AI at the edge, as well as fund its ambitious growth objectives.
EE Times
General Motors said Monday it is laying off more than 1,000 salaried employees at its software and service units worldwide.
Reuters
SoftBank has blamed Intel for the collapse of the talks, claiming Intel was incapable of meeting its demands for volume and speed, the report said, adding that SoftBank is now focusing on discussions with TSMC.
Reuters
Dell Technologies is cutting some sales jobs and adding others, as it reorganizes its business for the AI era, to become "leaner" and focused on growth.
CRN
Infineon has become another chipmaker to shed a chunk of the workforce to cut costs after reporting shrinking sales.
The Register
With the transaction now closed, Altium is now a wholly owned subsidiary of Renesas. Altium CEO Aram Mirkazemi has assumed the role of SVP and head of Renesas' Software & Digitalization. He concurrently serves as CEO of Altium.
Company release
Nvidia's upcoming artificial intelligence chips will be delayed due to design flaws, The Information reports, citing two unidentified people who help produce the chip and its server hardware.
Fortune
It was a selfless decision that put the country's interests before his own - an act of grace that many see as vividly contrasting with the narcissism of his opponent Donald Trump.
Guardian
Donald Trump's comments that Taiwan hollowed out the American semiconductor industry are incorrect. That misunderstanding could impact the future of one of the world's most important relationships, and end up aiding China at a time it is working hard to push its own tech sector to catch up.
Bloomberg
Samsung Electronics' biggest workers' union in South Korea said on Wednesday it will continue a strike indefinitely, stepping up its campaign against the tech giant for better pay and benefits. To boost participation, the union said it plans to hold advertising campaigns at cafeterias inside chipmaking plants producing 8-inch wafers and high bandwidth memory (HBM) chips that are in high demand for use in AI processors.
Reuters
A research team led by Director Jo Moon-Ho of the Center for Van der Waals Quantum Solids within the Institute for Basic Science (IBS) has implemented a novel method to achieve epitaxial growth of 1D metallic materials with a width of less than 1nm.
PhysOrg
The European Union has raised tariffs on Chinese electric vehicles, as Brussels takes action to protect the bloc's motor industry.
BBC News
The European Commission has begun canvassing the region's semiconductor industry for its views on China's expanded production of older generation computer chips, two sources familiar with the matter told Reuters.
Reuters
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
1/1504 pages