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Thursday 21 March 2024
Nvidia's Jensen Huang takes diplomatic rain check on Samsung's wafers
Huang showcased his diplomatic flair at Nvida's AI developers' conference.
Thursday 21 March 2024
Nvidia's data center market opportunities can be as much as US$250 billion, says CEO Jensen Huang
CEO Jensen Huang stated that Nvidia does more than just design chips, it's a "data-center-scale" corporation.
Thursday 21 March 2024
YMTC promotes QLC NAND for enterprise storage
QLC NAND development will make its way into the business market, according to Yangtze Memory Technology (YMTC).
Thursday 21 March 2024
Micron sees strong growth thanks to AI, expects momentum to continue
Micron turned to profit over the past quarter thanks to rising memory demands driven by AI. The company expects AI momentum to continue, constraining supplies for non-HBM products...
Thursday 21 March 2024
Memory chip vendors gear up for GenAI boom
Memory industry upgrades are being propelled by the soaring demand for generative AI, and chip vendors are preparing for this, according to market observers in China.
Thursday 21 March 2024
Weltrend expects over 50% shipment hike in motor IC shipments
IC design company Weltrend Semiconductor expects its motor controller shipments to rise over 50% in 2024, propelled by robust thermal dissipation demand for AI servers.
Thursday 21 March 2024
Why IDMs are increasing their GaN production capacity
Market experts have noted a trend towards IDM dominance in the GaN semiconductor market, exemplified by Infineon's acquisition of GaN Systems and major power semiconductor firms expanding...
Thursday 21 March 2024
Cadence encourages India-based IC design houses to target chips for global electric two-wheeler market
Cadence, one of the global EDA giants, expressed optimism for India-based IC design houses to differentiate themselves from global fabless semiconductor firms by designing chips for...
Thursday 21 March 2024
Exclusive: Canadian silicon photonics firm Ranovus partners with MediaTek to seize AI opportunities
Ranovus, a Canadian silicon photonics scaleup company specializing in high-speed optical interconnect chips, announced on March 20, 2024, a groundbreaking partnership with MediaTek...
Thursday 21 March 2024
ASEH acquires land for new factory site in Mexico
Taiwanese OSAT ASE Technology Holding (ASEH) has acquired 37,220 square meters of land in Jalisco, Mexico.
Thursday 21 March 2024
BT substrate demand rising, ABF substrates to follow in 2H24
BT substrate demand has begun to rise, driven by growing demand for mobile phones and memory chips, while ABF substrate demand is expected to pick up in the second half of 2024, according...
Thursday 21 March 2024
Taiwan's President-Elect promises to make semiconductor ecosystem even stronger
Taiwan's President Elect Lai Ching-te promises to build a stronger and more prosperous semiconductor industry, with a bigger economic effect in Taiwan after taking office on May 20...
Thursday 21 March 2024
Nvidia CEO reiterates solid partnership with TSMC
One key takeaway from the ongoing GTC is that Nvidia's AI empire has taken shape with strong partnerships from TSMC and other Taiwanese makers, such as those major server ODMs.
Wednesday 20 March 2024
Intel grabs away US$8.5 billion CHIPS Act money and a US$11 billion loan
The Biden-Harris Administration announced that the US Department of Commerce and Intel Corporation have reached a non-binding preliminary Memorandum of Terms (PMT) to provide up to...
Wednesday 20 March 2024
SEMI expects record US$137 billion in 300mm fab equipment spending in 2027
Global 300mm fab equipment spending for front-end facilities is forecast to reach a record US$137 billion in 2027, after topping US$100 billion for the first time in 2025, driven...