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Manufacturers have seen their stocks of semiconductors plunge amid the global chip shortage, the US Department of Commerce has warned. A survey of more than 150 firms found supplies had fallen from an average of 40 days' worth in 2019 to just five days in late 2021.
BBC News
Arm faces significant hurdles to growth as a standalone company if Nvidia's proposed acquisition falls through, according to documents released as part of the UK regulator's ongoing merger inquiry.
EE Times
EU antitrust regulators have resumed investigation of Nvidia's deal for British chip designer ARM, setting a new deadline of May 25 for their decision, a European Commission filing showed.
Reuters
Rob Crooke, CEO of Solidigm and a 10-year veteran of Intel's memory business, told CRN that while the memory business has been a profitable one for Intel, Intel realized that to get the scale needed to continue to serve customers' growing memory and SSD requirements required a huge investment in scale, and the SK Hynix had the scale necessary.
CRN
SK Hynix has started to mass produce 0.7-micron image sensors, getting into competition with Sony and Samsung Electronics in the global image sensor market.
BusinessKorea
China's state-backed Tsinghua Unigroup has scrapped major memory chip projects in two cities as new investors push to turn around the debt-stricken company that has been left reeling from US restrictions on its access to vital technology.
Nikkei Electronics Asia
Microsoft doesn't disclose Azure revenue in dollars. but said there will be a sequential growth acceleration in constant currency in the current quarter for Azure.
CNBC
Intel has announced plans for an initial investment of more than US$20 billion in the construction of two new leading-edge chip factories in Ohio.
Company release
As the world looks to electrify vehicles and store renewable power, one giant challenge looms: what will happen to all the old lithium batteries?
BBC News
The Biden administration is reviewing e-commerce giant Alibaba's cloud business to determine whether it poses a risk to US national security, according to three people briefed on the matter, as the government ramps up scrutiny of Chinese technology companies' dealings with US firms.
Reuters
Toyota Motor is cutting its February production by around 20% due to chip shortages, the Nikkei newspaper reported Tuesday, though that output target is still up from a year earlier.
Bloomberg
Zinsner started at Micron in February 2018 and is departing to join Intel as its CFO.
Company release
More global automakers have been caught in China's latest coronavirus outbreak in Tianjin, adding further stress to already strained supply chains.
Bloomberg
Taiwan's GlobalWafers is close to clearing an important regulatory hurdle in its $5.3 billion acquisition of German silicon wafer manufacturer Siltronic, according to people familiar with the matter.
Bloomberg
Samsung Electronics is expected to announce large-scale merger and acquisition (M&A) deals soon. German chipmaker Infineon Technologies and Dutch semiconductor company NXP Semiconductor have emerged as Samsung's M&A targets as it aims to foster its non-memory business.
BusinessKorea
Officials in Beijing are on high alert just weeks out from the start of the Winter Olympics, after China's first local outbreak of the Omicron variant spread from the northern port city of Tianjin to the central province of Henan.
CNN
The Entertainment Software Association is shifting the Electronic Entertainment Expo to an online-only event out of concerns around the pandemic.
Venturebeat
Japan's Sony Group plans to launch a company this spring to examine entering the electric vehicle market, looking to harness its strengths in entertainment and sensors to play a bigger role in next-generation mobility.
Reuters
Today as part of CES 2022, Intel demonstrated advancements and momentum with Mobileye, progress toward discrete graphics leadership and the launch of the newest members of the 12th Gen Intel Core family. With these milestones, Intel furthers its commitment to enable the industry and its customers and partners to harness the technology superpowers - ubiquitous computing, cloud-to-edge infrastructure, pervasive connectivity and artificial intelligence - at the heart of the digital transformation.
Company release
Delivery times for chips rose in December, signaling persistent component shortages that have slammed growth for months in industries that span the economy.
Bloomberg
GM said its sales, which fell 13%, were hurt by semiconductor shortages affecting the car industry. Japan's Toyota claimed the top spot, selling more than 2.3 million vehicles last year, up 10%.
BBC News
South Korea's factory production jumped the most since mid-2020 last month, suggesting supply disruptions that hurt manufacturing in key industries were easing before an omicron-triggered surge in global infections.
Bloomberg
The semiconductor industry's struggle to keep up with incoming orders looks set to continue as supply bottlenecks may last until the end of 2022, a member of German chipmaker Infineon's management board told the Handelsblatt newspaper on Wednesday.
Reuters
Apple said it had placed the southern Indian factory of iPhone assembler Foxconn on probation after both companies found that some worker dormitories and dining rooms did not meet required standards.
Reuters
Intel and Italy are intensifying talks over investments expected to be worth around 8 billion euros ($9 billion) to build an advanced semiconductor packaging plant, two sources close to the matter told Reuters.
Reuters
Chip firm Advanced Micro Devices (AMD)will acquire about $2.1 billion of silicon wafers from GlobalFoundries from 2022 through 2025 in an amended agreement, according to a regulatory filing on Thursday.
Reuters
Luxshare Precision Industry is building a massive manufacturing complex in eastern China as it aims to break the decadelong hold that Taiwanese rivals Foxconn and Pegatron have on iPhone assembly.
Nikkei Asia
South Korea's SK Hynix said on Wednesday it has received merger clearances from the Chinese antitrust authority for its acquisition of Intel's NAND memory chip business, clearing the way for the world's second-largest memory chip maker to completion of securing regulatory approvals from all eight countries.
Reuters
Toyota Motor Corp (7203.T)has halted production at two factories in Japan due to a supply shortage, a spokesperson told Reuters on Thursday.
Reuters
SK Hynix System IC, a subsidiary of SK Hynix, will close down its M8 plant in Cheongju, Korea in February 2022 and relocate all its equipment to its plant in Wuxi, China by May.
BusinessKorea
Electric vehicle startup Canoo on Wednesday said it was accelerating its production plans in the United States while ending its deal for VDL Nedcar in Netherlands to serve as its contract manufacturer in Europe.
Reuters
The Biden administration is considering imposing tougher sanctions on China's largest chipmaker, according to people familiar with the situation, building on an effort to limit the country's access to advanced technology.
Fortune
Chinese private equity firm Wise Road Capital and US chipmaker Magnachip Semiconductor have terminated their $1.4 billion merger agreement struck in March, the companies said in a joint statement on Monday.
Reuters
US Commerce Secretary Gina Raimondo discussed chip supply chains during a call with her opposite number in Taiwan and the two will cooperate on technology trade and investment through a newly established mechanism, her office said.
Reuters
The US should invest more in American chipmakers rather than their Asian rivals such as TSMC and Samsung, Intel CEO Pat Gelsinger said Wednesday, adding that domestic companies would give the country more control of intellectual property.
Nikkei Asia
The Federal Trade Commission on Thursday sued to block Nvidia's $40 billion acquisition of a fellow chip company, Arm, halting what would be the biggest semiconductor industry deal in history, as federal regulators push to rein in corporate consolidation.
New York Times
Japan is allocating about JPY600 billion (US$5.2 billion) of its fiscal 2021 supplementary budget to support advanced semiconductor manufacturers, Nikkei has learned.
Nikkei Asia
The US has placed a dozen Chinese groups involved in quantum computing and other advanced technologies on an export blacklist, saying they pose a risk of gaining access to critical American technologies for the People's Liberation Army.
The Financial Times
Xiaomi Corp. recorded its slowest pace of quarterly sales growth since early 2020 after supply chain mayhem choked off the flow of vital components and rivals like Apple Inc. eroded its market share.
Bloomberg
A consortium led by Alibaba Group has emerged as the frontrunner to take over Tsinghua Unigroup, a deal that could fetch more than CNY50 billion (US$7.8 billion) to help keep China's indebted chip champion afloat.
Bloomberg
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