Computer — Business News — February 18th, 2025

Acer signals 10% laptop price hike in US, blames Trump's extra China tariff
Analyst tells El Reg to expect more of this across hardware brands
February 18, 2025 — Source or Source or Watch Video or Source or Source

Bernstein Wants Broadcom To "Stay Away" From Intel's Fabs, While Cantor Fitzgerald Thinks That A Split Of DesignCo/IFS Is A "Done Deal"
The past few days have been chock-full of rumors and tidbits regarding Intel's path forward, and the role, if any, that TSMC and Broadcom (AVGO) might play in salvaging the semiconductor industry's quintessential white elephant. Now, Wall Street analysts are out in droves with their insights on this very fluid situation.
February 18, 2025 — Source

Broadcom and TSMC Consider Taking a Bite out of Intel
Early talks on deals are in the works, but major decisions don't appear close.
February 18, 2025 — Source

Intel principal engineer bemoans potential TSMC takeover, touts company's 18A tech advantage
Call on Intel management and the U.S. government to retain control over Intel Foundry.
February 18, 2025 — Source

Memory makers cut production as NAND flash prices slide
Flash memory prices keep falling, but AI and high-capacity storage may fuel recovery
February 18, 2025 — Source

US tariffs: how Trump's tax is hitting Big Tech and beyond
resident Donald Trump has announced that he's imposing a tariff on goods from some of the US's biggest trade partners: Canada, Mexico, and China. Under the executive orders signed on February 1st, Canada and Mexico will face a 25 percent tariff, while goods from China will be subject to a 10 percent tax. Energy resources from Canada will also have a lower 10 percent tariff.
February 18, 2025 — Source

Computer — Business News — February 17th, 2025

Intel considers breakup as Broadcom and TSMC explore separate deals
Broadcom is eying Intel's chip design business while TSMC considers manufacturing arm
February 17, 2025 — Source

Intel Faces Potential Breakup as TSMC and Broadcom Explore Acquisition
According to sources close to the Wall Street Journal, Intel is weighing preliminary acquisition offers that could split the company into two parts: product and foundry. TSMC and Broadcom are independently exploring deals that would divide Intel's chip design and manufacturing operations.
February 17, 2025 — Source

Intel's $13B foundry loss raises stakes for potential TSMC partnership
Can TSMC save Intel's foundry business?
February 17, 2025 — Source

NAND flash prices plunge amid supply glut, factory output cut
Flaky demand for PCs and smartphones blamed
February 17, 2025 — Source

TechUK demands that Britain's chip strategy is crisped up
Trade body wants recommendations fast-tracked and fabs designated critical national infrastructure
February 17, 2025 — Source

TSMC could end up acquiring a 20% stake in Intel
If we were to go back twenty years ago, we would have said with absolute confidence that Intel is here to stay. The company provides chips that power billions of PCs globally. It's hard to imagine a PC that doesn't feature an Intel chipset. Unfortunately, today, it looks like Intel is on the verge of selling itself off—or at least parts of itself—to competitors in the semiconductor industry.
February 17, 2025 — Source

UK court says Chinese operation must sell Scottish chip biz stake without delay
'Satisfied' the risk to national security is 'a real and significant one' that should not be 'prolonged'
February 17, 2025 — Source

Computer — Business News — February 14th, 2025

AMD Posts Record Server Revenue Share in Q4 2024, Now Up To 35.5%, Desktop & Mobile Also Up From Last Year
The latest CPU market share results are in from Mercury Research and AMD has once again posted record share gains across its server, desktop & mobile lineups.
February 14, 2025 — Source

Arm wants to build its own chips, so it may be poaching from chip-making clients
"We don't build chips." Not yet, at least.
February 14, 2025 — Source

Datacenter energy demand in bitbarn 'capital of the world' Virginia nearly doubled in second half of 2024
Dominion Energy already eyeing another 26 GW worth of datacenter demand
February 14, 2025 — Source

Morgan Stanley Research: With $16 Billion In R&D Spending This Year Alone, NVIDIA "Can Maintain A 4--5‑year Development Cycle By Running Three Design Teams Sequentially — Each With An 18--24‑Month Architectural Cadence"
Custom AI-focused ASICs are increasingly being billed as NVIDIA's Achilles heel, capable of bringing down the entire demand-related edifice that NVIDIA has painstakingly built by leveraging its strength in the GPU arena. Yet, Morgan Stanley Research now thinks that ASICs pose no threat to NVIDIA's broader success story.
February 14, 2025 — Source

TSMC and Intel rumors stoke Taiwanese fears of losing its 'Silicon Shield'
TSMC and Intel rumors spark media hysteria in Taiwan.
February 14, 2025 — Source

Western Digital and SanDisk Separate Into Independent Companies (Again)
Western Digital (WD) and SanDisk are slated to separate into two independent companies shortly. The plan was announced as far back as 2023 but has been delayed, stretching out the process until 2025.
February 14, 2025 — Source

White House reviewing CHIPS Act awards, upcoming payments possibly delayed
Is this good news or bad news?
February 14, 2025 — Source

Computer — Business News — February 7th, 2025

Acer Announces January Revenues at NT$15.07 Billion
Acer Inc. announced its consolidated revenues for January at NT$15.07 billion, down 1.0%, which was flattish year-on-year (YoY). Chromebooks revenue increased by 56.5% YoY in January, showing continued strong demand. Acer Chromebooks shipments ranked No. 1 worldwide in Q4'24.
February 7, 2025 — Source

Arm drops legal fight to revoke Qualcomm's chip license
But the legal situation is not entirely settled
February 7, 2025 — Source or Source or Source

ASRock feels the heat as it moves manufacturing out of China to counter U.S. tariffs
A hard impact of new tariffs imposed by the Trump administration
February 7, 2025 — Source

Bill Gates thinks Intel has 'lost its way'
Back in the day, you would be hard-pressed to find a computer that wasn't powered by an Intel CPU. These days, Intel's dominance in the space is not what it used to be. We're seeing more AMD CPUs being offered as alternatives. Companies like Apple and Qualcomm are also launching computers powered by custom Arm-based chipsets. So it's no surprise that even Bill Gates thinks that Intel might have lost its way.
February 7, 2025 — Source

Global Semiconductor Sales Hit $627 Billion in 2025
The Semiconductor Industry Association (SIA) today announced global semiconductor sales hit $627.6 billion in 2024, an increase of 19.1% compared to the 2023 total of $526.8 billion. Additionally, fourth-quarter sales of $170.9 billion were 17.1% more than the fourth quarter of 2023, and 3.0% higher than the third quarter of 2024. And global sales for the month of December 2024 were $57.0 billion, a decrease of 1.2% compared to the November 2024 total.
February 7, 2025 — Source

Intel's vacant CEO spot rumored to be filled by Tom Caulfield — abrupt GlobalFoundries shakeup sparks speculation
What a career!
February 7, 2025 — Source or Source

MediaTek prepares for Trump's tariffs on Chips from Taiwan
Newly appointed President Donald Trump recently confirmed his plans to impose tariffs on imported chips, apart from pharmaceuticals, and steel. With these upcoming tariffs, Trump is aiming to incentivize production in the US. Most importantly, Trump has planned to impose nearly 25% to 100% tariffs on Taiwan-made chips.
February 7, 2025 — Source

Newegg Blames Tariffs For Skyrocking GeForce RTX 5090 And 5080 GPU Prices
You may have noticed that NVIDIA's newest graphics cards, the GeForce RTX 5090 and GeForce RTX 5080, are nearly impossible to find in stock. In the wake of what looks like a severe shortage (which has people dubbing this a paper launch), you may have also noticed that NVIDIA's hardware partners have issued a round of price hikes. What gives? If you ask Newegg, tariffs are to blame.
February 7, 2025 — Source

Computer — Business News — February 5th, 2025

AMD Crushes Earnings With Record Data Center And PC Client Gains, Shares Slide
Investors are fickle bunch and if you need proof of this, just look at AMD's share price this morning. It's down by more than 10% in early hours trading, despite AMD posting a monster quarter with a record $7.7 billion in revenue, along with massive gains in the data center—up 69% year-over-year for the fourth quarter, and nearly double (94%) for the full year. What gives?
February 5th, 2025 — Source

AMD sees massive 24% revenue surge in Q4 but 28% lower profit dipped shares
Data center revenue skyrockets 69% in Q4 fueled by AI adoption
February 5th, 2025 — Source

AMD's AM4 platform is still going strong after many years, AMD reports a 50/50 sales split with AM5
The very definition of lasting appeal
February 5th, 2025 — Source

Bank Of America: "AMD Has Not Yet Managed to Articulate How It Can Carve an Important Niche Versus NVIDIA's Dominance and Custom ASIC Chip's Growing Importance in AI Silicon"
In recent weeks, we've continued to highlight the now-prophetic prognostication by Wolfe Research, where the Wall Street player foresaw AMD's inability "to guide AI for CY25." In fact, it was this omission more than anything else that hammered AMD shares in the post-earnings, after-hours trading session. And, this lack of clarity is now featuring prominently in the litany of commentary from major Wall Street players.
February 5th, 2025 — Source

ESL FACEIT Group Names Acer Official OEM Partner Across Counter-Strike Portfolio Through Its Predator Gaming Brand
Partnership Brings Cutting-Edge Technology to Esports Athletes Throughout 2025 ESL Pro Tour Circuit
February 5th, 2025 — Source

German Tech Supply Chain Sees Massive 35% Market Contraction, Semiconductors Drop 41%
The fourth quarter of 2024 also remained well below the same quarter of the previous year, with a decline of more than 35%. At EUR 704 million, the turnover of FBDi's reporting members was the lowest since the end of 2020. For the whole of 2024, reporting members thus lost 36% of their previous year's turnover, reaching EUR 3464 million.
February 5th, 2025 — Source

Huawei manages to pull $118 billion in revenue despite strict U.S. sanctions and restrictions
By focusing on making in-house chips and investing in the automotive and artificial intelligence space
February 5th, 2025 — Source

Los Alamos lab to research next-gen chip technologies
Radiation-hardening for space environments and energy efficiency tweaks for above and below
February 5th, 2025 — Source

US cranks up espionage charges against ex-Googler accused of trade secrets heist
Mountain View clocked onto the scheme with days to spare
February 5th, 2025 — Source

Computer — Business News — February 3rd, 2025

AMD Faces Investor Skepticism as AI Market Moves Toward Custom Chips
AMD is set to share its fourth-quarter results on Tuesday, Feb. 4 facing opportunities and problems in the fast-changing AI chip market as investors are expected to look closely at AMD's AI strategy. Reuters reports that experts think AMD's revenue will increase by over 22% to $7.53 billion.
February 3rd, 2025 — Source

BofA ups Apple target to $265, sees minimal tariff impact on earnings
On Monday, BofA Securities reaffirmed its "Buy" recommendation for Apple stock, increasing its price target from $253 to $265. This adjustment aligns with the optimistic view of the tech company, even amidst concerns regarding iPhone sales in communist China's struggling economy.
February 3rd, 2025 — Source

Intel rakes in €515M from EU after ancient antitrust fine nixed
A glimmer of light in an otherwise gloomy year for troubled chipmaker
February 3rd, 2025 — Source

Japan tightens chipmaking export controls amid US-China tech tensions
China strongly opposes the move.
February 3rd, 2025 — Source

Semiconductor revenues jumped 18% in 2024, Samsung regains number one spot
Thanks to the rapid growth of artificial intelligence and its insatiable need for graphics cards and neural processing units, the semiconductor industry recorded an 18.1% jump in revenue growth last year. Revenues totaled $626 billion last year and in 2025, that figure is expected to be even higher at $705 billion.
February 3rd, 2025 — Source

Tech enthusiasts brace for Trump tariff price hikes on new components
Are all those CES 2025 tech treats we saw going to cost more?
February 3rd, 2025 — Source

TSMC Accelerates Efforts To Achieve 1nm Production, Plans To Set Up "Giga Fabs" In Taiwan
It seems like TSMC doesn't look to stop its semiconductor ambitions, as the Taiwan giant is now determined to scale up process tech, to incorporate the cutting-edge 1nm process.
February 3rd, 2025 — Source or Source

US tariffs: how Trump's tax is hitting Big Tech and beyond
President Donald Trump has announced that he's imposing a tariff on goods from some of the US's biggest trade partners: Canada, Mexico, and China. Under the executive orders signed on February 1st, Canada and Mexico will face a 25 percent tariff, while goods from China will be subject to a 10 percent tax. Energy resources from Canada will also have a lower 10 percent tariff.
February 3rd, 2025 — Source

US teens don't trust big tech companies, survey reveals
The US tech industry is full of companies fiercely competing to offer the best products and services that will attract the public's attention. Several are especially focused on the young audience—especially in the social media segment. That said, it seems that US teens don't really trust big tech firms.
February 3rd, 2025 — Source

US v. Google: all the news from the search antitrust showdown
On August 5th, Judge Amit Mehta ruled in the case of United States of America v. Google, saying, "...the court reaches the following conclusion: Google is a monopolist, and it has acted as one to maintain its monopoly. It has violated Section 2 of the Sherman Act."
February 3rd, 2025 — Source

"Woefully unjustified": Meta's AI lead scientist blasts market reactions to DeepSeek's cost-efficient model following NVIDIA's $600 billion valuation drop
The billions of dollars invested by top AI labs are used to mitigate inference computing prices, not to train AI models.
February 3rd, 2025 — Source

Qualcomm CEO Confirms Arm's Withdrawal of License Breach Notice
Qualcomm won a partial victory in December—a Delaware jury unanimously found that the: "use of Oryon cores in its Snapdragon X processors for client PCs did not violate its licensing agreements with Arm." However, said jury did not deliver a unanimous verdict on the trial's other lines of query—soon after concluding, Arm filed a motion for a new session.
February 7, 2025 — Source

Software giant Red Hat gives owner IBM lift to shed its stodgy identity
At IBM's Investor Day event in New York City this week, the first the company has held since 2021, a word executives stressed was "software."
February 7, 2025 — Source

Computer — Business News — January 24th, 2025

First all-Indian chips to debut this year, 25 more local designs in the works
28nm and fatter processes first, says minister, as semiconductor supply chain players move to cash in
January 24th, 2025 — Source or Source

India set to launch its first semiconductor chip based on 28nm this year
India's semiconductor market is poised for rapid growth, with projections estimating its value to reach $63 billion by 2026
January 24th, 2025 — Source

Mega UK datacenter greenlit, but we still don't know who's moving in
Hyperscaler mystery deepens as Hertfordshire braces for bit barn blitz
January 24th, 2025 — Source

Qualcomm big cheese Cristiano Amon's pay award jumps 10%
At $25.91M, CEO is worth 261 employees
January 24th, 2025 — Source

Samsung Unpacked 2025 recap: 5 biggest product announcements that you might've missed
The Tuesday event saw the unveiling of the Galaxy S25 series, new Galaxy AI features, and a fresh One UI 7 upgrade. Oh, and we got some exciting surprises.
January 24th, 2025 — Source

Trump criticizes EU for targeting Apple & other US tech companies
Over the years, the EU has enacted several legislations that have disrupted how some tech companies operate. For the most part, it’s about setting standards and preserving users’ privacy. However, not everyone is a fan of those legislations, especially when it targets US companies. During the World Economic Forum, US President Donald Trump criticizes EU regulators for targeting US tech companies like Apple.
January 24th, 2025 — Source

Zuckerberg Shares $65 Billion 2025 Spending Plan For 1.3 Million GPU AI Datacenter
Meta CEO Mark Zuckerberg shared fresh estimates for AI capital expenditure spending in a Facebook post just moments back. Meta, along with OpenAI, Anthropic and Google, is among the handful of big technology companies with access to a foundational AI model that enables it to build products and services that can be used to monetize AI. According to Zuckerberg, Meta will invest as much as $65 billion through capital expenditure this year in order to build compute capacity that is capable of ensuring that its Llama 4 model becomes the "leading state of the art model."
January 24th, 2025 — Source

Computer — Business News — January 22nd, 2025

China's second-largest foundry hires former Intel executive to lead advanced node development
Intel veteran to focus on advanced logic production
January 22nd, 2025 — Source

Nvidia again passes Apple to become World’s Most Valuable Company. How President Trump and Stargate helped the stock.
Nvidia’s stock price increased at the beginning of Wednesday’s trading session following indications from President Donald Trump that artificial intelligence would be a focus of his new administration. In the initial days of his term, Nvidia experienced significant stock gains, which boosted its market capitalization above Apple’s to reach $3.45 trillion.
January 22nd, 2025 — Source

Computer — Business News — January 20th, 2025

Apple Will Unlikely Acquire Sonos, As It Has All The Pieces It Needs In Place; Previous Reports Have Mentioned The Company As a Potential Buyer
The recent troubles with Sonos' app update brought a tidal wave of criticisms with which the audio speaker maker could not recover from, introducing a major shakeup that saw its former CEO, Patrick Spence, being forced to step down. With the company's valuation now reduced to $1.7 billion, down from $5 billion during the pandemic, is Sonos in a position where it has little choice but to be acquired?
January 20th, 2025 — Source

ASML Clients Required to Apply for Export Licenses from Dutch Govt Following Policy Shift
Yesterday, the Dutch government announced that it had amended its export rules regarding sanctioned semiconductor equipment—this is another adjustment that seems to align policy closer to North American terms. Equipment manufactured by ASML—the nation's crown jewel photolithography system specialist—is included on a list of sanctioned items.
January 20th, 2025 — Source

HPE investigates breach as hacker claims to steal source code
Hewlett Packard Enterprise (HPE) is investigating claims of a new breach after a threat actor said they stole documents from the company's developer environments.
January 20th, 2025 — Source

TSMC CEO Believes American Foundries Will Trail Behind Primary Taiwanese Sites
C.C. Wei, TSMC CEO and Chairman, has shared his latest views regarding his company's North American manufacturing center—Reuters cornered him for comment during a mid-week appearance at a National Taiwan University-held event. The Taiwanese government has recently lowered its "silicon shield"—following much (reported) deliberation over "legal restrictions on transferring leading-edge process technology overseas."
January 20th, 2025 — Source

Computer — Business News — January 17th, 2025

Bureaucracy and distance mean TSMC's U.S. fabs may always be behind Taiwan
TSMC says it is close to impossible to ramp up a leading-edge node in the U.S.
January 17th, 2025 — Source

Federal funding boosts US chip packaging with $1.4B in CHIPS Act awards
Funds for advanced materials, substrates, and a new prototyping facility
January 17th, 2025 — Source

GlobalFoundries to expand New York fab — announces new $575 million advanced packaging and photonics facility
This packaging facility will help build all-American chips.
January 17th, 2025 — Source

Intel Foundry Adds New Customers to RAMP-C Project for US Defense
Intel Foundry has announced the onboarding of new defense industrial base (DIB) customers, Trusted Semiconductor Solutions and Reliable MicroSystems, as part of the third phase of the Rapid Assured Microelectronics Prototypes - Commercial (RAMP-C) efforts under the Trusted & Assured Microelectronics (T&AM) Program in the Office of the Under Secretary of Defense for Research and Engineering (OUSD (R&E)).
January 17th, 2025 — Source

Intel Shares Jump On Renewed Buyout Chatter
Just a few weeks after the chatter around Broadcom's possible buyout of Intel seemingly fizzled out, we again have renewed speculation as to this tantalizing possibility, albeit without knowing the identity of the acquirer.
January 17th, 2025 — Source or Source

PC Sales Stagnated at the End of 2024 Despite AI Hype
Moving beyond chatbots is hard.
January 17th, 2025 — Source

TSMC's Arizona Fab 21 mass produces 4nm chips at a higher price than Taiwan
But customers are willing to pay extra, says TSMC.
January 17th, 2025 — Source or Source

U.S. Department of Commerce Announces $1.4 Billion to Support U.S. Semiconductor Advanced Packaging
Today, the U.S. Department of Commerce has announced that CHIPS National Advanced Packaging Manufacturing Program (NAPMP) has finalized $1.4 billion in award funding to bolster U.S. leadership in advanced packaging and enable new technologies to be validated and transitioned at scale to U.S. manufacturing. These awards will help establish a self-sustaining, high-volume, domestic, advanced packaging industry where advanced node chips are both manufactured and packaged in the United States.
January 17th, 2025 — Source

Computer — Business News — January 13th, 2025

A Major Global Bank Expects NVIDIA To Earn $236 Billion From Datacenter GPUs In CY2025
As the outgoing Biden administration significantly tightens the American noose around AI chips, narrowing NVIDIA's TAM in the process, HSBC is out today with a rare sobering take on the GPU maker's near-term prospects.
January 13th, 2025 — Source

How a Bad App Led Sonos' CEO to Resign
Sonos CEO Patrick Spence's departure comes months after users complained that the Sonos app was broken and lacked features.
January 13th, 2025 — Source

Lenovo led global PC shipment in 2024 with 61.8 million units — Apple is gaining PC market share with a 17.3% growth
262.7 million PCs shipped in 2024.
January 13th, 2025 — Source

TSMC Cleared For 2nm Production in US
Taiwan gives the green light on taking the new tech abroad.
January 13th, 2025 — Source

Taiwanese govt clears TSMC to make 2nm chips abroad — country lowers its 'Silicon Shield'
But does TSMC plan to?
January 13th, 2025 — Source

TSMC predicted to report 58% leap in fourth-quarter profits this week
The semiconductor giant, TSMC, is expected to record fourth-quarter profits up 58% year-over-year this week following surging demand. The company is one of the beneficiaries of the AI revolution and has among its customers Apple and Nvidia. The latter has benefited massively from AI, as it's powering many of the workloads.
January 13th, 2025 — Source

UK prepared to throw planning rules out the window for massive datacenters
Nationally Significant Infrastructure Project designation could tear down more restrictions
January 13th, 2025 — Source

Computer — Business News — January 10th, 2025

74% of Chip-Reliant Organisations Report Insufficient Supply
Almost 60% of organisations that rely on semiconductors regard supply issues as an ongoing concern.
January 10th, 2025 — Source

After HSBC, Goldman Sachs Also Sours On AMD: "We Now Expect The Stock To Remain Range-Bound Until The Market Regains Confidence In AMD's Future Growth And Margin Trajectory"
The initial trickle of cautiousness around AMD on Wall Street is increasingly turning into a near-consensus view, spurred by increased competition from Arm-based processors and a slower-than-expected growth trajectory for the company's data center GPUs.
January 10th, 2025 — Source

Arm considers acquisition of data center chipmaker Ampere
A deal could reshape the data center processor landscape
January 10th, 2025 — Source

Lenovo brings AI and robotics to retail with a focus on positive innovation at NRF 2025
Lenovo has unveiled three forward-thinking retail solutions powered by artificial intelligence and robotics at NRF 2025 in New York City. These innovations aim to help businesses overcome modern challenges while enhancing efficiency, improving customer experiences, and minimizing costs. It's refreshing to see AI and robotics applied in ways that deliver tangible, positive impacts. Lenovo deserves credit for focusing on practical solutions rather than hype.
January 10th, 2025 — Source

Lenovo to establish major PC and server factory in Saudi Arabia with $2 billion investment
The project also gives Saudi Arabia a boost as it seeks to diversify its economy
January 10th, 2025 — Source

Lenovo's latest form factors prove PCs can still be fun
Large corporations aren't known for taking risks. This is as true in the world of consumer hardware as anywhere. Annual updates are largely incremental, with small changes to things like screen resolution or image quality.
January 10th, 2025 — Source

Major Apple supplier TSMC's revenue handily beats estimates
Taiwan Semiconductor Manufacturing Co. (TSMC)'s quarterly sales topped estimates, reinforcing investor hopes that the torrid pace of AI hardware spending will extend into 2025. Apple's primary chipmaker reported a 39% rise in October-December revenue to NT$868.5 billion ($26.3 billion), based on calculations off monthly disclosures, according to Bloomberg News.
January 10th, 2025 — Source

Meet 3 Startups That are Taking on the World With Samsung C-Lab
As CES 2025 kicked off in Las Vegas, Samsung's C-Lab exhibition captured the attention of visitors from around the world. C-Lab, Samsung's startup incubation program, aims to revitalize Korea's domestic startup ecosystem while supporting global expansion for startups by showcasing their innovations in its exhibition zones at major events like CES.
January 10th, 2025 — Source

NVIDIA Is Furious Over Biden Admin's Sweeping Tech Export Restrictions
The United States' outgoing presidential administration's last major action may be to impose strong export restrictions on technology and accelerated systems for artificial intelligence processing. The so-called "Export Control Framework for Artificial Intelligence Diffusion" is a set of regulations that is purportedly aimed at controlling the spread of powerful processors for AI development, with our nations adversaries.
January 10th, 2025 — Source

Nvidia's secret weapon: It's the software, stupid
"We have a lot more software than everyone else"
January 10th, 2025 — Source

Taiwan expects small impact from President Trump's tariffs on chip exports
Taiwan only expects a minor impact from any tariffs imposed by the incoming administration of U.S. President-elect Donald Trump on semiconductor exports due to their technological superiority, Economy Minister Kuo Jyh-huei said on Friday.
January 10th, 2025 — Source

The PC market saw modest growth last year, and 2025 is looking uncertain
Lenovo leads the market as shipments rise 1.8% in Q4 2025
January 10th, 2025 — Source

TSMC begins producing 4-nanometer chips in Arizona
Taiwan Semiconductor Manufacturing Co (TSMC), opens new tab has begun producing 4-nanometer (4nm) chips for U.S. customers in Arizona, Commerce Secretary Gina Raimondo told Reuters on Friday.
January 10th, 2025 — Source

TSMC Cuts Ties With Another Firm For Supplying Huawei With AI Chips -- Report
The Taiwan Semiconductor Manufacturing Company (TSMC) has cut off ties with a Singaporean chip company after an investigation revealed that the latter firm had shipped products to Chinese technology giant Huawei.
January 10th, 2025 — Source

Computer — Business News — January 9th, 2025

At CES 2025, Nvidia dropped the mic while Radeon dropped the ball
Only time will tell how much this fumble hurts AMD in 2025.
January 9th, 2025 — Source

Arm considers acquisition of Oracle-backed Ampere Computing to expand data center footprint
Ampere designs processors for data center systems based on Arm's architecture
January 9th, 2025 — Source

Acer Announces Preliminary Full Year 2024 Revenues at NT$264.71 Billion, Up 9.7% YoY, with Businesses Other Than PCs and Displays Contributing 28.3% of Total Revenues
Q4'24 preliminary consolidated revenues at NT$66.12 billion, up 4.7% YoY, showing six consecutive quarters of YoY growth
January 9th, 2025 — Source

Apple Expands Its Production Footprint In The United States As TSMC Begins Manufacturing 4nm S9 Chips For The Apple Watch At Its Arizona Plant
TSMC has started production of another Apple chip in the United States, and this time around, it is for the company's wearables. The Cupertino giant is expanding its presence in the region, gradually adding more chips to its current production line with TSMC as its main supplier. According to the information, the company has begun producing the Apple Watch's S9 chip, which will be manufactured in TSMC's Arizona facility.
January 9th, 2025 — Source

Biden to further limit Nvidia AI chip exports in final push
President Joe Biden's administration plans one additional round of restrictions on the export of artificial intelligence chips from the likes of Nvidia Corp. just days before leaving office, a final push in his effort to keep advanced technologies out of the hands of China and Russia.
January 9th, 2025 — Source

Biostar and DEEPX Showcase Advanced Edge AI Solutions
BIOSTAR, a leading manufacturer of Edge AI embedded computers, IPC solutions motherboards, graphics cards, and PC peripherals, is excited to announce x86 Edge AI platform showcase at CES 2025. Scheduled to take place from January 7 to 10 in Las Vegas, Nevada, USA, BIOSTAR, in partnership with DEEPX, an AI semiconductor company from South Korea, will showcase cutting-edge x86 Edge AI solutions at DEEPX's booth (#9045) in the North Hall of the Las Vegas Convention Center.
January 9th, 2025 — Source or Source

Japanese Chip Firm Rapidus To Send 2-nanometer Samples To Broadcom & Compete With TSMC
Reports in the Japanese media suggest that Japan's chip manufacturer Rapidus aims to provide AI chip designer Broadcom with 2-nanometer chip samples as soon as this June. Taiwan's TSMC and South Korea's Samsung are the only firms capable of manufacturing 2-nanometer chips right now, and both of them are yet to start mass production
January 9th, 2025 — Source

More Apple processors are being made in the US
According to a report from former Bloomberg journalist, Tim Culpan, TSMC's first operation fab in Arizona has started the production of chips for its customers. These customers include Apple, where processors for the iPhone and the Apple Watch are now being made in the US.
January 9th, 2025 — Source

NVIDIA's CEO Jensen Huang Says He'd Love To Visit Trump To Congratulate On Election Victory; Hasn't Been Invited To Mar-a-Lago Yet
NVIDIA's CEO Jensen Huang says he'll be more than delighted to visit Mar-a-Lago to celebrate Trump's presidential victory, but unfortunately, he hasn't been invited yet.
January 9th, 2025 — Source

SMIC Will Catch Up With TSMC's 'Trillion Dollar' Market Cap, Says Hedge Fund Boss
China's largest chip manufacturer, the Semiconductor Manufacturing International Corporation (SMIC) can match TSMC in market capitaliztion believes Wong Kok Hoi of APS Asset Management. TSMC is the world's largest and leading chip manufacturer, whose advanced technologies are used by all of the world's largest technology companies to manufacture their products. On the other hand, SMIC has struggled to master the older 7-nanometer chip manufacturing process since sanctions have cut its access to advanced EUV chip manufacturing machines from ASML.
January 9th, 2025 — Source

Super Micro Computer (SMCI) Begins Volume Shipments Of "Completely Upgraded Servers With The New Intel Xeon 6900 Series Processors"
In what constitutes a rare departure from a veritable litany of adverse developments in recent months, Super Micro Computer (SMCI) investors finally have a reason to celebrate as the company begins volume shipments of its "max-performance servers optimized for AI, HPC, virtualization, and edge workloads."
January 9th, 2025 — Source

Tariffs could cause tech prices to skyrocket, CTA warns again
Prices of laptops, smartphones, and game consoles could all skyrocket.
January 9th, 2025 — Source

Computer — Business News — January 8th, 2025

Micron Breaks Ground on New HBM Advanced Packaging Facility in Singapore
Micron Technology, Inc. broke ground today on a new High-Bandwidth Memory (HBM) advanced packaging facility adjacent to the company's current facilities in Singapore. Micron marked the occasion with a ceremony attended by Gan Kim Yong, Deputy Prime Minister and Minister for Trade and Industry of Singapore, Png Cheong Boon, Chairman of the Singapore Economic Development Board, Pee Beng Kong, Executive Vice President of the Singapore Economic Development Board, and Tan Boon Khai, CEO of JTC Corporation.
January 8th, 2025 — Source

Quantum computing stocks tumble after Nvidia CEO says "very useful" quantum computers are 20 years away
"Jensen threw a wet blanket on the quantum story"
January 8th, 2025 — Source

Computer — Business News — January 7th, 2025

Alienware shows off some otherworldly tech during CES 2025
It's a good time to be a gamer! CES is a time when several companies, including gaming companies, are gathering in Las Vegas to show off their latest and greatest technology. Gaming tech company Alienware is among the companies, and it has some rather exciting stuff to show off. Alienware showed off a new desktop, laptop, and 4K monitor at CES, and we're all excited for them.
January 7th, 2025 — Source

Analyst: TSMC 3nm Wafer Goes for $18,000
Apple's A-series smartphone chips keep getting pricier.
January 7th, 2025 — Source

ASUS Significantly Expands its Lineup of Copilot+ PCs at CES 2025
ASUS today announced a significant expansion of its innovative Copilot+ PC lineup, the fastest, most intelligent Windows PCs, bringing artificial intelligence (AI) capabilities to users in every segment—empowering more people than ever to embrace the exciting and burgeoning era of AI.
January 7th, 2025 — Source

Dell mocked at its own press launch for copying Apple's naming convention
Dell was mocked at its own press launch for copying Apple's iPhone naming convention for its PCs. Both laptop and desktop PCs are now divided into three tiers, whose names are taken straight from the iPhone line-up: Dell, Dell Pro, and Dell Pro Max.
January 7th, 2025 — Source

Gigabyte Unveils a Diverse Lineup of AI PCs With Groundbreaking GiMATE AI Agent at CES 2025
Powered by NVIDIA GeForce RTX 50 Series Laptop GPUs and NVIDIA NIM microservices for advanced AI NIM and RTX AI, AMD Ryzen AI, Intel NPU AI, and enhanced by Microsoft Copilot, the AORUS MASTER, GIGABYTE AERO, and the GIGABYTE GAMING series deliver cutting-edge performance with upgraded WINDFORCE cooling in sleek, portable designs.
January 7th, 2025 — Source

HP Unveils New OMEN and HyperX Products at CES 2025
Today at CES 2025, gamers can now elevate their gameplay like never before with the newest OMEN and HyperX PCs and solutions from HP Inc. PC gamers demand the best when it comes to powerful and personalized gaming technology. Three-quarters of them are purchasing new devices for better performance and features while more than half want customization options to represent their individuality. With the newest OMEN Max 16 Laptop paired with OMEN AI technology, gamers can play with confidence knowing that their device is designed to automatically and continually adjust performance and thermals for the best in uninterrupted gameplay.
January 7th, 2025 — Source

Lenovo at CES 2025: Redefining Business Technology with Bold Innovations and AI-Powered Solutions
At CES 2025, Lenovo unveiled a bold lineup of AI-powered business solutions designed to redefine the modern workplace. Highlights include the boldly redesigned Lenovo ThinkPad X9 Aura Editions, the innovative and unique ThinkBook Plus Gen 6 with rollable display, and the latest commercial desktops, including the high performance ThinkCentre M90a Pro Gen 6, and the groundbreaking ThinkCentre neo 50q QC powered by Snapdragon.
January 7th, 2025 — Source

New Intel co-CEO confirms the company is not exiting the graphics card market
Some still think Intel may be positioning itself for a gradual retreat
January 7th, 2025 — Source

Razer Redefines Gaming at CES 2025 With Groundbreaking Innovations and Futuristic Technologies
Razer, the leading global lifestyle brand for gamers, today introduces a breathtaking lineup of high-performance gaming solutions and visionary technological concepts at CES 2025.
January 7th, 2025 — Source

SMIC Will Catch Up With TSMC, Predicts A Hedge Fund Manager Who Outperformed 97 Percent Of His Peers
The odds appear to be perennially stacked against China's preeminent chip manufacturer, SMIC. However, one very successful hedge fund manager now believes that the Chinese chip fabricator will eventually catch up with TSMC's gargantuan market capitalization.
January 7th, 2025 — Source

Tencent's shares fall 8% in Hong Kong after U.S. labels it as a Chinese military company
The U.S. Department of Defense has added Tencent to its list of "Chinese military companies" (Section 1260H). For context, Section 1260H is part of the National Defense Authorization Act (NDAA) for Fiscal Year 2021.
January 7th, 2025 — Source

Computer — Business News — January 6th, 2025

Acer is launching a suite of new Copilot+ PCs at CES
As artificial intelligence continues to become a bigger part of the computing experience, Acer is announcing several new PCs at CES that have AI baked in, such as the Swift Go 16 AI. This is one of a handful of new Copilot+ PCs from the brand, and they're meant to deliver a more streamlined user experience for daily tasks. Acer is also announcing the Swift Go 14 AI, as well as the Aspire 14 AI. These are just the laptops too.
January 6th, 2025 — Source

AMD Announces New Graphics and Gaming Products for Ultimate Gameplay Experience at CES
AMD Ryzen™ 9950X3D and 9900X3D, AMD Ryzen™ Z2, and AMD Ryzen™ 9000 Mobile processors elevate gaming performance across desktop, handheld and mobile gaming systems
January 6th, 2025 — Source

Apple to report fiscal Q125 results on January 30th
Analysts' consensus currently calls for Apple to report all-time revenue of $124.32 billion and EPS of $2.35.
January 6th, 2025 — Source

Dell is refreshing and rebranding all of its PCs: What all the new names mean
Dude, you're getting a Dell... Pro Max!
January 6th, 2025 — Source or Source or Source

Dell Transforms AI PC Portfolio for Anywhere Productivity
Dell reveals a new AI PC portfolio built for personal and professional computing. From sleek laptops to powerful workstations and versatile desktops, Dell's new AI PC lineup lets you collaborate, create and drive productivity no matter the location. And now it's easier than ever to find the right device with our new AI PCs unified under the Dell brand.
January 6th, 2025 — Source

Intel Ships Out A Whopping "1.5 Million" Lunar Lake SoCs In 2024; Plans To Aggressively Expand The AI PC Portfolio In Future
Intel's Lunar Lake "mobile" chips have apparently been a huge hit for the company, as Team Blue managed to ship out 1.5 million CPUs in 2024, marking an impressive milestone.
January 6th, 2025 — Source

Intel won't kill off its graphics card business
We are very committed," pledges Intel's new co-CEO.
January 6th, 2025 — Source

MediaTek rings in the new year with a parade of chipset vulns
Manufacturers should have had ample time to apply the fixes
January 6th, 2025 — Source or Source

Computer — Business News — January 3rd, 2025

IBM and GlobalFoundries settle lawsuits over chipmaking tech given to Intel and Rapidus
Ready to work together again.
January 3rd, 2025 — Source

Maker uses Raspberry Pi 5 and Pico to power this multi-sensor project
This Pi-powered sensor array is packed with plenty of fun tools.
January 3rd, 2025 — Source

Computer — Business News — January 2nd, 2025

Bank Of America Expects Its "Sector Top Pick" NVIDIA To Officially Announce Its Entry In The AI PC Market At The Upcoming CES
NVIDIA stole the proverbial show in 2024, sometimes going so far as to cushion the entire market via the relentless rise in its market capitalization. Now, it seems that the GPU maker is on course to repeat the stellar notes of its 2024 performance, as per the tidbits that can be gleaned from the latest investment note penned by Bank of America (BofA) analyst Vivek Arya.
January 2nd, 2025 — Source

TSMC's Arizona plant to start production of 4nm chips in H2 2025
For some time now, the United States has been trying to boost the growth of the local production of tech products. One of the segments they have focused on is semiconductor manufacturing. The CHIPS Act was born as a product of that initiative. TSMC, the world leader in chip manufacturing, will start production in the 4nm process at its Arizona plant in H2 2025.
January 2nd, 2025 — Source

Computer — Business News — December 31st, 2024

Apple stock named among 10 'Tech Winners For The AI Revolution'
Following a late-2024 pullback, AI stocks, including Apple, are set to resume climbing in 2025, a Wall Street analyst says.
December 31st, 2024 — Source

ByteDance plans to sidestep U.S. sanctions by renting Nvidia GPUs in the cloud — report says it has set aside $7 billion budget
That's a big chunk of the TikTok owner's $20 billion AI infrastructure budget.
December 31st, 2024 — Source

TSMC Arizona Plant Operations Will Reportedly Cost 30% More Than Taiwan Sites
TSMC's new semiconductor manufacturing facility in Phoenix, Arizona, will face production costs approximately 30% higher than its Taiwan-based operations when it begins mass production in early 2025. The increased expenses stem from higher tariffs and transportation costs associated with importing necessary materials from Taiwan.
December 31st, 2024 — Source

Computer — Business News — December 30th, 2024

Intel’s wins, fails, and WTF moments of 2024
Intel needs to move on to 2025 as quickly as it can.
December 30th, 2024 — Source

NVIDIA Completes Run:ai Acquisition
NVIDIA completed its Run:ai acquisition that it announced in Q2 2024. Along with closing the deal, and bringing the Run:ai team into NVIDIA, the companies discussed some future goals including supporting more accelerators and even open-sourcing the platform. For NVIDIA, this gives the company a broader platform to focus its efforts on a larger set of customers since it helps with the orchestration of AI clusters.
December 30th, 2024 — Source

The PC market is predicted to see modest growth over the next two years, despite challenges
The next US administration could cause a significant disruption in the PC business
December 30th, 2024 — Source

TSMC Arizona chip plant still has 50% Taiwanese workers in the run-up to production
A full half of the jobs created by the first TSMC Arizona chip plant have been filled by workers from Taiwan, despite the company receiving up to $11.6B worth of grants intended in large part to generate US jobs.
December 30th, 2024 — Source

Computer — Business News — December 29th, 2024

Bengbu Zhongguang Optoelectronics developed China's first 8.6-Gen OLED glass substrate
China-based Bengbu Zhongguang Optoelectronics Technology, in collaboration with researchers from the CNBM Glass New Materials Research Institute have developed China's first 8.6-Gen glass substrate product.
December 29th, 2024 — Source

Computer — Business News — December 27th, 2024

Himax to Showcase Industry-Leading 400K Nits Ultra-Luminous Color Sequential Front-lit LCoS Microdisplay at CES 2025
Himax Technologies, Inc. ("Himax" or "Company"), an industry leader in fabless display driver ICs and other semiconductors, today announced it will present its next-generation, proprietary ultra luminous 400K nit Color Sequential Front-lit LCoS Microdisplay solution at CES 2025, the largest consumer electronics show in Las Vegas, U.S.A. from January 7 - 10, 2025. The unparalleled brightness of the LCoS solution reaffirms Himax's market leadership in LCoS and its steadfast commitment to advancing AR applications, catering to the critical demands of leading tech innovators in AR technology.
December 27th, 2024 — Source

Microsoft’s wins, fails, and WTF moments of 2024
And no, we did not let Copilot write this.
December 27th, 2024 — Source

Samsung loses bid to produce Qualcomm's Snapdragon 8 Elite 2 chips
Samsung has again lost out on a chance to produce Qualcomm's flagship chip, according to the Korean outlet The Bell. TSMC will instead produce the upcoming Qualcomm Snapdragon 8 Elite 2 chip using its 3 nanometer (nm) process (N3P).
December 27th, 2024 — Source

South Korea Explores State-Backed KSMC to Challenge TSMC in Semiconductor Race
South Korea is contemplating establishing a government-funded semiconductor company, the Korea Semiconductor Manufacturing Company (KSMC), to bolster its chipmaking capabilities and compete directly with Taiwan’s TSMC. The proposal comes as the technological gap between Samsung Foundry and TSMC widens, with TSMC securing a commanding lead in advanced process technologies.
December 27th, 2024 — Source

US PC market eyes 2% annual growth for the next two years
The analyst company Canalys has said that the US PC market growth will continue in 2025 and 2026, albeit at a slower pace of 2% per year. It blamed the slowed growth on a weaker momentum in the Windows refresh cycle and macroeconomic headwinds.
December 27th, 2024 — Source

Computer — Business News — December 26th, 2024

Chinese memory maker could grab 15% of market in the coming years, stoking price wars
Taking a piece of the pie from Micron, Samsung, and SK hynix.
December 26th, 2024 — Source

NVIDIA and AMD Rush to Ship Next-Generation GPUs Ahead of Trump Administration Tariffs
NVIDIA and AMD have launched an acceleration of their next-generation GPU production and shipping schedules, racing to beat impending Trump administration tariffs that could inflate prices by up to 60%. The companies are prioritizing delivery to US warehouses before January 20, when the new trade measures are supposed to take effect. This aggressive timeline represents a significant departure from traditional GPU rollout strategies, which typically maintain controlled production rates during initial manufacturing phases.
December 26th, 2024 — Source

Semiconductor Showdown: US Investigates China's Growing Chip Dominance
The United States believes that China's advance in the semiconductor field is a threat to both national security and the market position of American companies. Washington has been passing increasingly severe trade restrictions against Chinese companies. Now, the United States is launching a probe into China's semiconductor industry to determine the level of danger and further potential measures to be taken.
December 26th, 2024 — Source

Computer — Business News — December 25th, 2024

Apple Could Hit A $4 Trillion Market Cap By Early 2025
Apple Inc. is on the brink of a monumental achievement, potentially becoming the first company in history to reach a $4 trillion market capitalization by early 2025. Recent surges in the company’s stock value, driven by investor excitement over advancements in artificial intelligence (AI), have positioned the tech giant for this historic milestone.
December 25th, 2024 — Source

TSMC Announces Baby 3.0 Childcare Policy With Paid Time Off & Other Benefits
The Taiwan Semiconductor Manufacturing Company (TSMC) is implementing a new childcare policy that will allow employees to take seven paid days off to care for their first child and an additional three days for each additional child. TSMC is Taiwan's largest firm in value and revenue generation and one of the biggest employers in the country. A fresh report in the Taiwanese press suggests that every 2% of all newborn children in Taiwan are from parents working at TSMC. Keeping in mind its role, the firm has decided to implement a new childcare policy called TSMC Baby 3.0.
December 25th, 2024 — Source

Computer — Business News — December 20th, 2024

AI PC revolution appears dead on arrival — 'supercycle' for AI PCs and smartphones is a bust, analyst says
Not great news for the AI industry.
December 20th, 2024 — Source

Sony reveals Project Amethyst, AMD co-developed next-gen AI-enhanced hardware
In a video presentation featuring Mark Cerny, the lead system architect for the PlayStation 5 and PlayStation 5 Pro, Sony revealed Project Amethyst. This initiative is a collaboration with AMD, leveraging their expertise in RDNA graphics architecture and machine learning to integrate AI into both visuals and gameplay.
December 20th, 2024 — Source or Watch Video

Computer — Business News — December 16th, 2024

APECS Chiplet Pilot Line Starts Operation in the Framework of the EU Chips Act
The pilot line for "Advanced Packaging and Heterogeneous Integration for Electronic Components and Systems" (APECS) marks a major leap forward in strengthening Europe's semiconductor manufacturing capabilities and chiplet innovation as part of the EU Chips Act. By providing large industry players, SMEs, and start-ups with a facilitated access to cutting-edge technology, the APECS pilot line will establish a strong foundation for resilient and robust European semiconductor supply chains. Within APECS, the institutes collaborating in the Research Fab Microelectronics Germany (FMD) will work closely with European partners, to make a significant contribution to the European Union's goals of increasing technological resilience, strengthening cross-border collaboration and enhancing its global competitiveness in semiconductor technologies.
December 16th, 2024 — Source

Low yields could force Samsung to seek foundry partners
Numerous large companies know that one of the best ways to stay ahead of the competition is to try and make everything in-house. This is something Samsung has been trying to do, from making its own displays, memory, and chipsets. Unfortunately, it looks like Samsung might have run into trouble producing its Exynos 2500 chipset.
December 16th, 2024 — Source

New Intel Leadership Signals Openness to Foundry Spin-Off
Intel could step away from the manufacturing side of the business.
December 16th, 2024 — Source

Qualcomm claps back at Intel, denies high return rates of Snapdragon PCs
Qualcomm claims that its "device return rates are within industry norm" despite what Intel's co-CEO stated recently.
December 16th, 2024 — Source

Qualcomm Responds To Intel’s Co-CEO’s Claims Of Snapdragon-Powered Laptops Having A High Return Rate; Says Its Machines Have A ‘4+ Star’ Customer Rating
It has only been a few months since the Snapdragon X Elite and Snapdragon X Plus were found in a multitude of notebook models, but these chipsets are already stirring up some discussion in the technology industry as Intel’s co-CEO, Michelle Johnston Holthaus, made some bold claims that retailers were concerned about the growing number of laptops with ARM silicon being returned at a high rate.
December 16th, 2024 — Source

Samsung Is Reportedly In Talks With Other Foundry Companies As It Aims To Adopt A Multi-Channel Partnership Where Its Exynos SoC Can Leverage Different Technologies
The low and unstable yields of Samsung’s 3nm GAA process has pretty much guaranteed that the company’s Exynos 2500 will not be used in any Galaxy S25 model next year, meaning that the launch will exclusively feature the Snapdragon 8 Elite. With little to no hope of those yields picking up, there is a possibility that Samsung has to form a partnership with other foundries if it ever wants to secure the future of its Exynos lineup.
December 16th, 2024 — Source

Truist Securities: NVIDIA To Tap ~$35 Billion In New TAM By Launching A Client-Side CPU In 2025
NVIDIA is ending 2024 on a historically strong footing, and 2025 might turn out to be equally auspicious provided that the GPU maker is able to deliver on Wall Street's lofty expectations. Today, Truist Securities raised the proverbial bar on the expectations count by incorporating a whole new product segment within its stock price target computations for NVIDIA.
December 16th, 2024 — Source

TSMC Details Its High-End “2nm Process”, Revealing Massive Performance & Efficiency Improvements
TSMC has revealed additional details about its "2nm N2" technology, disclosing massive advancements in yield rates and performance metrics.
December 16th, 2024 — Source

Computer — Business News — December 13th, 2024

Google Unveils 'Willow,' A Revolutionary Quantum Chip That Outperforms Even The Most Advanced Supercomputers
Google has been facing immense pressure lately from regulations that are looking into breaking off Chrome from the company amidst claims of monopolistic practices. However, the tech giant continues to focus on innovation and bringing about powerful solutions for its users.
December 13th, 2024 — Source

Intel's co-CEO claims retailers say Qualcomm-powered PCs have high return rates, points to new competitors with Arm chips coming in 2025
But Arm will still get a larger chunk of the market, according to Intel.
December 13th, 2024 — Source

JPR: Q3'24 PC Graphics AiB Shipments Decreased 14.5% Compared to the Last Quarter
According to a new research report from the analyst firm Jon Peddie Research, the growth of the global PC-based graphics add-in board market reached 8.1 million units in Q3'24 and desktop PC CPU shipments increased to 20.1 million units. Overall, AIBs will have a compound annual growth rate of -6.0% from 2024 to 2028 and reach an installed base of 119 million units at the end of the forecast period. Over the next five years, the penetration of AIBs in desktop PCs will be 83%.
December 13th, 2024 — Source

Nvidia Won't Receive Samsung HBM3E Supply This Year
But 2025 could see Samsung get back on track.
December 13th, 2024 — Source or Source

Computer — Business News — December 10th, 2024

AMD Introduces Versal RF Series Adaptive SoCs Offering the Industry's Highest Compute in a Single-Chip Device with Integrated Direct RF-Sampling Converters
First AMD Versal adaptive SoCs integrating high-resolution RF data converters, dedicated DSP hard IP, AI Engines, and programmable logic in a single-chip device
December 10th, 2024 — Source

Bank of America lowers AMD stock rating, citing Nvidia AI dominance and declining PC demand
Team Red's share price is down 10% from last week
December 10th, 2024 — Source

China Investigates NVIDIA for Allegedly Breaking Monopoly Law
China conditionally approved NVIDIA's acquisition of Mellanox in 2020, but the investigation announcement suggests the AI chipmaker may not be meeting the conditions.
December 10th, 2024 — Source or Source

Intel's Former CEO Pat Gelsinger Was Against The Company Splitting Up Even Back In 2022, Said Directors Should Hire a "PE Guy" For Such A Decision
Intel's now "ousted" CEO Pat Gelsinger was apparently against a business split-up from the very start, as evident by a statement given in an interview two years ago.
December 10th, 2024 — Source

Micron Receives $6.1B in CHIPS Act Funding to Boost US Memory Manufacturing
The Biden-Harris Administration has given Micron Technology up to $6.165 billion in direct funds through the CHIPS Incentives Program to back the company's manufacturing growth. The money will allow Micron to execute its plan announced in October 2022 by investing about $100 billion into Clay, New York fab, and $25 billion into Idaho over 20 years aiming to boost the United States' advanced memory manufacturing from under 2% to around 10% by 2035.
December 10th, 2024 — Source

TSMC posts strong year-on-year revenue growth of 34% despite month-to-month slowdown — foundry pulls in $8.5B in revenue for November 2024
The company's stock has surged nearly 80% year-to-date, reflecting its robust business growth.
December 10th, 2024 — Source or Source or Source

Computer — Business News — December 6th, 2024

China fires back at Trump's 10% tariff proposal with a 20% price cut on domestic products — Beijing's policy will negatively affect chipmakers, including Nvidia and Intel
China is giving itself a 20% discount
December 6th, 2024 — Source

China's ban on key high-tech materials could have broad impact on industries, economy
China has banned exports of key materials used to make a wide range of products, including smartphones, electric vehicles, radar systems and CT scanners, swiping back at Washington after it expanded export controls to include dozens of Chinese companies that make equipment used to produce advanced computer chips.
December 6th, 2024 — Source

Chinese companies are reportedly reluctant to adopt homegrown chips — domestic solutions are technologically too far behind
Despite U.S. sanctions and China's efforts to localize chip production.
December 6th, 2024 — Source

Intel aims to reinvent itself as foundry focus sharpens amid leadership shake-up
Interim chief David Zinsner claims core strategy intact, will stay the course to contract manufacturer
December 6th, 2024 — Source

The Elec: Visionox's upcoming V5 8.6-Gen IT AMOLED line will use ViP maskless OLED production, but not for all the capacity
There's an interesting report from Korea's The Elec that details Visionox's upcoming $7.6 billion 8.6-Gen IT AMOLED production line in Hefei. It turns out that Visionox looks into using its ViP maskless OLED production process, for at least some of the panels at its upcoming V5 line.
December 6th, 2024 — Source

US lawmakers fire back at government's chip sanctions against China, alleging glaring loopholes that let China access the latest technology
Some loopholes are patched, others are not.
December 6th, 2024 — Source

Computer — Business News — December 2nd, 2024

8 ways Intel can still pull itself out of free fall after its CEO's forced exit
Pat Gelsinger's departure leaves Intel at a crossroads, forcing the company to confront cultural stagnation, x86's decline, and growing competition from Arm, AI, and TSMC. Here's what could come next.
December 2nd, 2024 — Source

In a bid to compete with Nvidia, Jeff Bezos and Samsung invest $700 million in AI chip startup Tenstorrent
Tenstorrent has plans to manufacture its new AI chips through TSMC and Samsung.
December 2nd, 2024 — Source

Intel Appoints Interim Co-CEOs As Pat Gelsinger steps down
Intel announced that CEO Pat Gelsinger will retire effective December 1, 2024, after more than 40 years with the company. Gelsinger will also leave Intel's board of directors. To manage the transition, Intel has appointed David Zinsner, the Executive Vice President and Chief Financial Officer, and Michelle (MJ) Johnston Holthaus, CEO of Intel Products, as interim co-chief executive officers. Holthaus oversees Intel's Client Computing Group, Data Center and AI Group, and Network and Edge Group.
December 2nd, 2024 — Source

Intel CEO Pat Gelsinger Retires, Company Appoints two Interim co-CEOs
Intel Corporation today announced that CEO Pat Gelsinger retired from the company after a distinguished 40-plus-year career and has stepped down from the board of directors, effective Dec. 1, 2024. Intel has named two senior leaders, David Zinsner and Michelle (MJ) Johnston Holthaus, as interim co-chief executive officers while the board of directors conducts a search for a new CEO.
December 2nd, 2024 — Source or Source or Source

Intel Core 7 240H laptop benchmark results emerge
Intel's next generation of mobile processors is on the horizon, and a new leak has given us a sneak peek at what to expect. The Core 7 240H, believed to be part of the rumoured Core 200H family, has surfaced on Geekbench, and based on the entry, it looks like it's a refreshed Raptor Lake processor.
December 2nd, 2024 — Source

Intel's CEO just retired and the company's stock is already up by 5%
The former CEO of Intel oversaw a tumultuous time for the company mired by billions of dollars in losses by the company.
December 2nd, 2024 — Source

Oh, good. Supermicro board probe clears server slinger of misconduct claims
But hunts for a fresh CFO 'in light of rapid recent growth'
December 2nd, 2024 — Source

Super Micro Computer (SMCI) Finds No Evidence Of Wrongdoing, To Recruit A New CFO And Appoints An Ernst & Young Veteran As Its Chief Accounting Officer
Super Micro Computer (NASDAQ: SMCI), the embattled retailer of high-performance servers and liquid-cooled AI racks, is taking concrete steps now to try to dig out of its current quagmire by instituting key personnel changes even as its special committee failed to find any concrete evidence of wrongdoing.
December 2nd, 2024 — Source

U.S. ratchets up sanctions to curtail China's AI and military tech — no more HBM memory for China
Third turn of the screw adds 140 Chinese groups to the entity list.
December 2nd, 2024 — Source

U.S. Unveils Massive Export Restrictions on China's Chip Industry Targeting 140 Firms
The Biden administration is rolling out a third major export control package aimed at China's semiconductor industry, as per a report from Reuters. Estimated to affect 140 companies, including China's chip equipment maker Naura Technology Group, Piotek, and Huawei Technologies, the effort aims to limit China's access to advanced chip making technology. In particular, technology that could be used in military products and artificial intelligence. Important sanctions include export controls to specific chip equipment manufacturers, blocking the delivery of high-performance memory chips and the addition of several semiconductor investment companies to the list of export-restricted entities.
December 2nd, 2024 — Source

Computer — Business News — November 30th, 2024

Global DRAM Industry Revenue Grows By 13.6% Quarter Over Quarter, Samsung Still Leads With Around 41% Market Share
Micron saw a huge 28.3% growth in the third quarter of 2024, but Samsung maintained 1st position, followed by SK Hynix.
November 30th, 2024 — Source

Computer — Business News — November 29th, 2024

Germany Readies €2 Billion in New Semiconductor Subsidy Package
Germany is set to invest €2 billion in the semiconductor industry after recent setbacks, according to TrendForce via Liberty Times citing Bloomberg. The German government's new funding is in response to the chip sector's problems, including Intel's delay of the Magdeburg factory and global disruptions in the semiconductor supply chain. The investment will support 10 to 15 projects from wafer production to microchip assembly to strengthen Germany's and Europe's microelectronics ecosystem.
November 29th, 2024 — Source

Gigabyte Introduces Simplified X3D Turbo Mode Activation Through Aorus AI Snatch
GIGABYTE TECHNOLOGY Co. Ltd, a leading manufacturer of motherboards, graphics cards, and hardware solutions, announced a groundbreaking update to its X3D Turbo Mode feature, providing users with an intuitive new method to activate advanced gaming performance optimization directly through the AORUS AI SNATCH software.
November 29th, 2024 — Source

U.S. versus China: The High-Stakes Battle for AI Chip Supremacy
Semiconductors are the foundation of modern technology, driving advancements in artificial intelligence (AI), economic development, and military innovation. As AI systems become increasingly central to industries and national strategies, the demand for advanced chips has skyrocketed.
November 29th, 2024 — Source

US to Implement Semiconductor Restrictions on Chinese Equipment Makers
The Biden administration is set to announce new, targeted restrictions on China's semiconductor industry, focusing primarily on emerging chip manufacturing equipment companies rather than broad industry-wide limitations. According to Bloomberg, these new restrictions are supposed to take effect on Monday. The new rules will specifically target two manufacturing facilities owned by Semiconductor Manufacturing International Corp. (SMIC) and will add select companies to the US Entity List, restricting their access to American technology.
November 29th, 2024 — Source

Computer — Business News — November 27th, 2024

AMD secures new glass substrate patent as race for the chipmaking technology intensifies
Despite outsourcing chip production, AMD drives substrate R&D for custom designs
November 27th, 2024 — Source

Despite outsourcing chip production, AMD drives substrate R&D for custom designs
HP Inc. and its subsidiaries ("HP") announced fiscal 2024 net revenue of $53.6 billion, down 0.3% (down 0.2% in constant currency) from the prior-year period. Fiscal 2024 GAAP diluted net EPS was $2.81, down from $3.26 in the prior-year and above the previously provided outlook of $2.62 to $2.72. Fiscal 2024 non-GAAP diluted net EPS was $3.38, up from $3.28 in the prior-year period and within the previously provided outlook of $3.35 to $3.45.
November 27th, 2024 — Source

Qualcomm Abandons Intel Takeover, Focuses on Division Acquisitions
In a recent report from Bloomberg citing people familiar with the matter, it seems that Qualcomm is now rethinking its acquisition of Intel because of financial and regulatory issues, which indicates that the potential purchase of Intel is, in some way, losing speed. Undoubtedly, the prospective arrangement has its flaws which are of a big nature.
November 27th, 2024 — Source

Samsung Electronics Announces New Leadership
Vice Chairman Young Hyun Jun, Head of DS Division, to also lead Memory Business New Head for Foundry Business; CTO for Foundry Business newly-created Future Business Division to be led by Hansung Ko
November 27th, 2024 — Source or Source or Source

Ten years under Dr Su: How AMD went from budget Intel alternative to x86 contender
From post-Athlon 64 dive into near obscurity to chip market stalwart
November 27th, 2024 — Source

TSMC Can Shift Advanced 2nm Manufacturing To US After 2025, Insinuates Taiwanese Minister
According to Taiwan's Minister of the Science and Technology Council Wu Cheng-wen statements, the Taiwan Semiconductor Manufacturing Company (TSMC) can shift its next-generation 2-nanometer chip manufacturing process technology to other countries after 2025. TSMC's 2-nanometer process technology will compete with Intel's 18A process, which is also due for production in 2025, and according to the minister, the Taiwanese government will be open to shifting the new technology to friendly nations once TSMC has started working on 2-nanometer successors.
November 27th, 2024 — Source

Computer — Business News — November 25th, 2024

Amazon Aims to Break Nvidia’s Grip on AI Chips Market
Amazon is intensifying its efforts to loosen Nvidia’s hold on the AI chip market.
November 25th, 2024 — Source

Corning offers bundle of commitments in bid to settle EU antitrust probe
After the European Union opened a competition investigation into Corning earlier this month, citing concerns over alleged exclusive dealing, the Gorilla Glass maker has offered a raft of changes to its contract clauses aimed at settling the probe.
November 25th, 2024 — Source or Source

French state waves up to €625M for Atos's Advanced Computing assets
Another offer IT services giant possibly can't refuse
November 25th, 2024 — Source

Global Notebook Shipments Expected to Grow by 4.9% in 2025, Business Demand Emerges as a Key Driver
TrendForce reports that the global notebook market in 2024 is projected to recover at a moderate pace, hindered by high interest rates and geopolitical uncertainties. Annual shipments are forecast to reach 174 million units, marking a 3.9% YoY increase. Looking ahead to 2025, reduced political uncertainty following the U.S. presidential election and the Federal Reserve's rate cuts in September 2024 are expected to stimulate capital flow.
November 25th, 2024 — Source

Intel plans sale and leaseback of its 150-acre Folsom, California campus — releasing capital but maintaining operations and staff
Intel Folsom employees mostly work on software.
November 25th, 2024 — Source

Lattice Semiconductor Explores Buying Intel's Altera Unit
Intel Altera's FPGA unit is attracting a lot of attention in the semiconductor industry according to a recent report by Bloomberg, Lattice Semiconductor emerging as a potential buyer for the entire division. Bloomberg reports that Lattice actively works with advisers and seeks private-sector backing to support their bid. However, Intel's preference appears to be leaning toward selling only a small portion of its Altera shares instead of selling everything and this can be a decisive factor in upcoming negotiations.
November 25th, 2024 — Source

South Korean prosecutors request 5-year jail sentence for Samsung chief Jay Lee
South Korean prosecutors sought a five-year prison sentence and a 500 million KRW fine, equivalent to $375,000, for Samsung Electronics chief Jay Y. Lee at an appeals court on Monday. The appeals case comes 10 months after Lee and 13 former Samsung executives were originally acquitted of manipulating stock prices and committing accounting fraud in connection with the merger of Samsung subsidiaries in 2015, a merger that increased his control over the tech giant.
November 25th, 2024 — Source

TSMC: 1.6nm Process Is on Track for 2026
A16 will bring TSMC's sophisticated new backside power delivery technology, Super Power Rail.
November 25th, 2024 — Source

US plans to shrink Intel's $8.5B CHIPS funding to below $8B — restructuring takes into account chipmaker's $3.5B contract to make chips for the military
Intel will still have more government money than any other chipmaker.
November 25th, 2024 — Source

US to reportedly sanction 200 more Chinese chip firms — high bandwidth memory might also see export bans
The US is not looking to ease its stringent trade policies anytime soon.
November 25th, 2024 — Source

Computer — Business News — November 23rd, 2024

TSMC 1.6nm update: Tangible improvements, but new challenges emerge
Best suited for AI and HPC processors.
November 23rd, 2024 — Source

Computer — Business News — November 21st, 2024

China warns Japan over ramping semiconductor sanctions – threatens to block essential manufacturing materials
Toyota, the world’s largest car company, may be particularly vulnerable.
November 21st, 2024 — Source

Crusoe, a rumored OpenAI data center supplier, has secured $686M in new funds, filing shows
Crusoe Energy, a startup building data centers reportedly to be leased to Oracle, Microsoft, and OpenAI, is in the process of raising $818 million, according to an SEC filing.
November 21st, 2024 — Source

Nvidia beats earnings expectations as investors eye demand for Blackwell AI chips
Nvidia on Wednesday reported a surge in third-quarter profit and sales as demand for its specialized computer chips that power artificial intelligence systems remains robust.
November 21st, 2024 — Source

NVIDIA Rides AI Chip Boom To Another Monster Quarter Doubling Earnings
When PC gaming saw a resurgence, NVIDIA made bank. Then when cryptocurrency mining on GPUs became a popular thing, NVIDIA made more bank. And now? NVIDIA is riding the next wave in tech, which is artificial intelligence, to its biggest earnings ever at $35.08 billion in revenue for yet another record quarter bolstered by its data center division.
November 21st, 2024 — Source

Nvidia's stellar Q3 proves that the age of AI is in full steam
Nvidia has posted record revenue for the third quarter ending October 27, 2024, serving as further proof that the age of AI is in full steam. For the three-month period, Nvidia generated $35.1 billion in revenue. That is an increase of 17 percent compared to the previous quarter and a whopping 94 percent more than it brought in during the same period a year earlier.
November 21st, 2024 — Source

SK hynix Starts Mass Production of World’s First 321-High NAND
SK hynix Inc. announced today that it has started mass production of the world’s first triple level cell-based 321-high 4D NAND Flash with 1Tb capacity.
November 21st, 2024 — Source

TSMC ready to mass produce 2nm chips in 2025
TSMC and Samsung Foundry represent two opposite realities of the same segment in the tech industry. While Samsung is severely struggling with the low yield rate of its 3nm wafers, its direct rival has not only perfected the process but is working on its next generational leap. In line with what we have seen in the industry in recent months, TSMC has confirmed that its 2nm process is right on-track.
November 21st, 2024 — Source

Computer — Business News — November 18th, 2024

Elon Musk's xAI reportedly shifts $6 billion AI server order from troubled Supermicro to its rivals
Supermicro could be delisted at NASDAQ.
November 18th, 2024 — Source

Team Group Wins Three Taiwan Excellence Awards in 2025
Team Group Inc. has long dedicated itself to developing versatile solutions and mastering breakthrough patented technologies. Today, the company proudly announces another achievement, with its creator-centered T-CREATE series and popular Team Group series receiving multiple Taiwan Excellence Awards for 2025.
November 18th, 2024 — Source or Source

Computer — Business News — November 17th, 2024

China to spend billions on another fab offering mature nodes — YDME formed to operate new $4.6B facility
Aiming for a capacity of 370,000 wafer starts per month by 2027.
November 17th, 2024 — Source

The Trump, Musk and Tim Cook triangle: how Apple will try for tariff exemptions
President elect Donald Trump's proposed tariffs have the global tech industry all riled up as everyone awaits the new administration's policies. Even TSMC has halted the completion of a U.S. plant as it cautiously waits to see how the new proposals will affect its relations with the American market. Amidst all this, Apple finds itself in a complex situation and will try its hardest to be granted exemptions and special privileges, notes Bloomberg's Mark Gurman in his newsletter.
November 17th, 2024 — Source or Watch Video

TSMC prepares for next-gen chip manufacturing with high-NA EUV investments
These machines, essential for sub-2nm processes, come with a hefty price tag
November 17th, 2024 — Source

Computer — Business News — November 16th, 2024

Intel will respond to AMD's 3D V-Cache with server-bound Clearwater Forest, not desktop CPUs
Servers are more important to Intel than gaming
November 16th, 2024 — Source

Computer — Business News — November 15th, 2024

Amazon, Microsoft, and Samsung Back a New Way to Gauge Devices' Environmental Impact
Amazon, Microsoft, Samsung, and Sky have partnered with consultancy firm The Carbon Trust to create a shared way of gauging the greenhouse gas emissions connected to using their devices.
November 15th, 2024 — Source

ASML Believes Global Semiconductor Markets Will Reach $1 Trillion Valuation By 2030, Driven By Huge AI Demand
ASML, the Dutch chip equipment manufacturer, reportedly believes that global semiconductor sales will rise to $1 trillion by 2030, citing the AI hype.
November 15th, 2024 — Source

Jefferies: Wall Street's Expectation That NVIDIA Would Earn $200 Billion In Revenue In 2025 Assumes "Overly Aggressive ASPs"
A hint of circumspection around NVIDIA appears to be creeping into the commentaries of the more discerning financial powerhouses that populate Wall Street. Consider the latest investment note from Jefferies, where the financial advisory firm adopts a markedly cautious tone vis-à-vis NVIDIA's prospects for 2025.
November 15th, 2024 — Source

Lenovo Group Announces Second Quarter Financial Results 2024/25
Lenovo Group Limited, together with its subsidiaries ('the Group'), today announced Q2 results for fiscal year 2024/25, reporting significant increases and growth in net income, year-on-year revenue growth for the 4th consecutive quarter, and strong double-digit year-on-year revenue increases from all its business groups.
November 15th, 2024 — Source

Rapidus Set to Receive Japan's First ASML EUV Lithography Machine in December
The EUV lithography machine from ASML ordered by Rapidus is expected to arrive in Japan in mid-December, according to information from Nikkei cited by TrendForce. This marks the first deployment of EUV technology in Japan, an important step for the country's semiconductor industry as it seeks to establish itself as a major player. Rapidus is currently building a factory in Chitose, Hokkaido, and plans to start mass production of 2 nm chips in 2027.
November 15th, 2024 — Source

Razer Says Its New AI Tool Analyzes in Minutes How Products Impact the Planet
The tool, called Gaiadex, is also more accurate than traditional methods for predicting environmental impact, the company says.
November 15th, 2024 — Source

TSMC Delays Arizona Facility "Fab 21" Opening to January 2025
TSMC has reportedly postponed the opening ceremony of its Arizona Fab 21 facility, initially planned for December 6, amidst the changing US political landscape. The ceremony is now expected to take place after President-elect Donald Trump's inauguration in early 2025, showing that the chipmaker is taking a cautious approach to geopolitical shifts.
November 15th, 2024 — Source

TSMC Wins $6.6 Billion In US Funding To Develop Latest Chips In America Under CHIPS Award
In a major development, the Biden-Harris Administration has granted the Taiwan Semiconductor Manufacturing Company (TSMC) $6.6 billion in funding under the CHIPS and Science Act to develop three chip fabrication facilities in Arizona. The award follows a preliminary grant in April, after which the Department of Commerce worked with TSMC to ensure that the firm met the requirements of the CHIPS Act.
November 15th, 2024 — Source or Source or Source or Source

Computer — Business News — November 12th, 2024

AMD Confirms Laying Off 4% Of Its Employees To Align Resources With "Largest Growth Opportunities"
According to a spokesperson, chip designer Advanced Micro Devices, Inc., is laying off a portion of its global workforce. AMD confirmed the development after several anonymous posts on online message boards. AMD, which is currently aggressively targeting the artificial intelligence industry through multiple acquisitions as well as exiting accelerator products, plans to finance its acquisitions through a mix of debt and cash.
November 12th, 2024 — Source

Huawei requests dismissal of 'theft and fraud' charges
As many of you know, the US started this story way back in 2019. The situation has been getting worse since then, though. Various bans and roadblocks issued have prevented Huawei to not only use Google services, but also technology made using US tech.
November 12th, 2024 — Source

Worldwide Silicon Wafer Shipments Increase 6% in Q3 2024, SEMI Reports
Worldwide silicon wafer shipments increased 5.9% quarter-over-quarter to 3,214 million square inches (MSI) in the third quarter of 2024 and registered 6.8% growth from the 3,010 million square inches recorded during the same quarter last year, the SEMI Silicon Manufacturers Group (SMG) reported in its quarterly analysis of the silicon wafer industry.
November 12th, 2024 — Source

Computer — Business News — November 9th, 2024

AMD Captures 28.7% Desktop Market Share in Q3 2024, Intel Maintains Lead
According to the market research firm Mercury Research, the desktop CPU market has witnessed a remarkable transformation, with AMD seizing a substantial 28.7% market share in Q3 of 2024—a giant leap since the launch of the original Zen architecture in 2017. This 5.7 percentage point surge from the previous quarter is a testament to the company's continuous innovation against the long-standing industry leader, Intel.
November 9th, 2024 — Source

'Arcane' Season 2 review: The best fantasy show of 2024, hands-down
We're so back, cupcakes.
November 9th, 2024 — Source

How will a second Trump presidency affect the tech industry?
A wild card.
November 9th, 2024 — Source

Computer — Business News — November 8th, 2024

Acer Announces Consolidated Revenues for October at NT$18.82 Billion, Year-to-October at NT$217.41 Billion with 10.1% Growth
Acer Inc.announced its consolidated revenues for October at NT$18.82 billion, and for year-to-October at NT$217.41 billion with 10.1% growth year-on-year (YoY), while revenues from the personal computers and display business grew 9.3% YoY year-to-October.
November 8th, 2024 — Source

Gorilla Glass maker Corning to receive up to $32 million under CHIPS Act
The announcement comes just days after the EU opened an investigation into Corning.
November 8th, 2024 — Source

Major Apple supplier TSMC says investment plan in America unchanged after President Trump wins election
Major Apple supplier TSMC, the world's largest dedicated independent "pure-play" semiconductor foundry, says its investment plan in America remains unchanged, responding to a question on the election of President Donald Trump.
November 8th, 2024 — Source

TSMC will reportedly stop making advanced AI chips for Chinese companies
It recently discovered that Huawei used its AI chips, which violates US sanctions.
November 8th, 2024 — Source or Source or Source

Computer — Business News — November 7th, 2024

Acer Announces Operating Income for Q3’24 at NT$1.60 Billion and for Year-to-September at NT$3.85 Billion with 36.1% Growth
Acer Inc. announced its financial results for the third quarter of 2024: consolidated revenues were NT$72.69 billion with 8.3% growth quarter-on-quarter (QoQ) and 7.8% growth year-on-year (YoY); gross profits reached NT$7.68 billion, up 6.9% QoQ and 5.2% YoY, with 10.6% margin; operating income was NT$1.60 billion, up 9.2% QoQ and 3.7% YoY, with 2.2% margin; net income was NT$1.50 billion, up 7.2% QoQ; and earnings per share was NT$0.50.
November 7th, 2024 — Source

Asetek Reports Q3 2024 Financial Results, Revenue and Gross Margin Down as Expected
Asetek reported third-quarter revenue of $12.2 million compared with $20.5 million in the same period of 2023. Revenue for the first nine months was $37.1 million compared with $59.7 million in the same period of 2023. The change in both periods reflects fewer shipments of liquid cooling products, partly offset by an increase in shipments of SimSports products.
November 7th, 2024 — Source

TSMC founder once asked Nvidia CEO Jensen to be TSMC's CEO — upcoming Morris Chang biography shares the details
Jensen Huang was apparently not interested
November 7th, 2024 — Source

Computer — Business News — November 5th, 2024

BIOSTAR Attends the 2024 Intel WW LOEM Summit-Thailand
BIOSTAR, a leading manufacturer of motherboards, graphics cards, IPC solutions, and storage devices, is proud to announce its active participation at the 2024 Intel WW LOEM Summit, currently underway at the prestigious Shangri-La Hotel in Bangkok, Thailand.
November 5th, 2024 — Source

Potential bidders for minority stake in Intel's Altera named
Altera, a company owned by Intel, could sell a minority stake to the buyout firms Silver Lake and Bain Capital, sources have told Reuters. They said that Intel launched a stake sale process for Altera in recent weeks and that the talks are in an early stage and are expected to get potential bids in the coming weeks.
November 5th, 2024 — Source

Computer — Business News — November 1st, 2024

Intel Posts Earnings Beat On Record $16.6B Loss, Shares Spike
Shares of Intel spiked in aftermarket trading hours last night and remains up (by more than 5.5%) early this morning, as investors are focused on the future and not the $16.6 billion loss that Intel reported for its third quarter of 2024, its biggest quarterly loss ever. The reason?
November 1st, 2024 — Source

Mizuho: NVIDIA Might Miss Its Guidance If Super Micro Computer (SMCI) Fails To Find Operational Funding
Super Micro Computer (SMCI), a retailer of high-performance servers and liquid-cooled AI racks, is in a veritable maelstrom at the moment, battling allegations of financial malfeasance, a preliminary DOJ investigation, an audit-related nightmare where the firm has lost its second auditor in around 18 months, and an imminent de-listing from the Nasdaq exchange. Now, a Mizuho analyst is arguing that NVIDIA might not be able to emerge from this saga unscathed, especially as Super Micro Computer constitutes its third-largest customer.
November 1st, 2024 — Source

Nvidia tipped to unveil Arm-based chips in 2025
Nvidia is positioning itself to become a cornerstone of future consumer PCs through its renowned graphics cards and the development of new Arm-based CPUs. According to a recent report, the company is working on a PC platform that integrates both Nvidia CPU and GPU technology that will be revealed in September 2025 and released in March 2026.
November 1st, 2024 — Source

Nvidia Will Launch an Arm-Based PC Platform in 2025: Report
Its collaboration with MediaTek will bear fruit in the new year as it takes on AMD, Intel, and Qualcomm.
November 1st, 2024 — Source

Samsung CEO calls for "desperate efforts" amid crisis
Samsung continues to be mired in a crisis situation stemming from several fronts. While the company has a global leadership position in multiple segments, maintaining the current pace could lead to losing it in the near future. Amidst the difficult times, Samsung’s CEO is urging employees to make “desperate efforts” to improve the company’s products.
November 1st, 2024 — Source

Samsung halts operations of several chip fabs due to poor demand
#2693
November 1st, 2024 — Source

Samsung Witnesses a Whopping 40% QoQ Decline In Semiconductor Profits, As They Struggle To Capitalize On AI Boom
Samsung Foundry has witnessed a massive blow, as the division reports a whopping 40% QoQ decline in profitability, creating massive troubles for the Korean giant.
November 1st, 2024 — Source

The US forced Huawei to build its own technology, founder says
Ren Zhengfei, the founder of Huawei Technologies, said that the US forced Huawei to build its own technology. In other words, the US ban did that, as the company did not really have many options following a series of those bans.
November 1st, 2024 — Source

Computer — Business News — October 30th, 2024

AMD Smashes Earnings As Record Data Center Revenue Offsets A Big Dip In Gaming
You might not know it by looking at AMD's stock price this morning (more on that later), but the company is coming off its biggest-performing quarter, with third-quarter revenue tallying $6.8 billion. That's an 18% increase year-over-year and a 17% jump sequentially. This led to a monster gain in net income (profit), which shot up 158% year-over-year and 191% sequentially to $771 million.
October 30th, 2024 — Source

Brit Apple semi supplier IQE's CEO departs amid reshuffle
Big personnel changes happening as semiconductor materials seller looks set to list Taiwan biz in 2025
October 30th, 2024 — Source

Chemtronics starts building a 8-Gen etch factory to support Samsung Display's 8-Gen IT AMOLED line
The Elec reports that Korea's Chemtronics is constructing a new fab at Sejong City that will be able to etch 8-Gen OLED substrates. This fab is built specifically for Samsung Display's new 8-Gen IT AMOLED line. The Elec said that Chemtronics already spent almost $70 million on this new fab, with Samsung supporting it with an investment as well.
October 30th, 2024 — Source

Chinese mineral restrictions spur Australia to scavenge waste for new sources of chipmaking materials — country turns to mining waste for rare earths
Gold (gallium and germanium) is hidden in ore refining waste materials.
October 30th, 2024 — Source

HBM5 20hi Stack to Adopt Hybrid Bonding Technology, Potentially Transforming Business Models
TrendForce reports that the focus on HBM products in the DRAM industry is increasingly turning attention toward advanced packaging technologies like hybrid bonding. Major HBM manufacturers are considering whether to adopt hybrid bonding for HBM4 16hi stack products but have confirmed plans to implement this technology in the HBM5 20hi stack generation.
October 30th, 2024 — Source

Intel CEO Lost A 40% Discount For TSMC's Latest Chip Tech After Taiwan Remarks -- Report
Intel CEO Patrick Gelsinger's comments about the Taiwan Semiconductor Manufacturing Company's (TSMC) manufacturing presence in China soured relations between the two firms and eventually led to Intel missing out on key discounts offered by TSMC, according to a fresh report from Reuters.
October 30th, 2024 — Source

Intel CEO Pat Gelsinger's missteps have strained TSMC partnership, hindered turnaround efforts
This year, analysts expect Intel to post its first annual net loss since 1986
October 30th, 2024 — Source

Computer — Business News — October 28th, 2024

Google's New Dark Web Report: How to Use It To Protect Your Data and Alternatives for Non-Google Users

Is your personal information lurking on the dark web? Probably. With data breaches becoming increasingly common and larger, Google has introduced a new feature called the "Dark Web Report" to help you stay informed, and it is handy as hell. Below, we will walk you through how to use this tool to secure your data and explore alternative resources for those outside the Google ecosystem.
October 28th, 2024 — Source

Intel Expands Chengdu Plant With $300 Million Investment

Intel has plans to expands its chip packaging and testing operations in Chengdu, China. The company will put $300 million into Intel Products (Chengdu), as stated in a WeChat post by Chengdu's Reform and Development Commission, and reported by TrendForce. Intel announced its Chengdu plant in August 2003 as a semiconductor chip packaging and testing facility in the Chengdu Hi-Tech West Zone.
October 28th, 2024 — Source

Computer — Business News — October 25th, 2024

ARM releases its own statement regarding Qualcomm dispute

This week, the tense situation between Qualcomm and ARM escalated to new levels. ARM reportedly canceled its chip design license to the chip maker, potentially affecting Oryon-powered SoCs. The latest developments on the matter include an official statement from ARM regarding its legal standoff with Qualcomm.
October 25th, 2024 — Source

Nvidia briefly overtakes Apple as world's most valuable company

Nvidia's meteoric rise briefly propelled it to the top spot in the global market capitalization rankings, surpassing Apple as the world's most valuable company. The blip was fueled by the overwhelming demand for its cutting-edge AI chips, which are driving advancements in artificial intelligence and supercomputing.
October 25th, 2024 — Source

NVIDIA CEO Jensen Huang unveils multi-million supercomputer with 1,528 H100 AI GPUs in Denmark — six months after development began to unlock "the era of computer-aided drug discovery"

NVIDIA CEO and the King of Denmark launched an AI supercomputer dubbed Gefion to enhance research in medicine, quantum computing, and more.
October 25th, 2024 — Source or Source

TSMC Arizona Achieves 4% Higher Yields Than Taiwanese Facilities, Marking Progress for US Silicon Manufacturing

The American semiconductor landscape reached a significant milestone as TSMC's new Arizona manufacturing facility demonstrated remarkable production efficiency, exceeding its Taiwanese counterparts by 4% in yield rates. This achievement, revealed at a recent industry webinar by the company's US division chief, represents a major step forward in America's push to strengthen domestic chip manufacturing capabilities.
October 25th, 2024 — Source or Source

Computer — Business News — October 22nd, 2024

Amazon Says It Has a First Amendment Right to Union Bust

In response to an NLRB complaint, Amazon argues that preventing it from holding captive-audience meetings violates the U.S. Constitution.
October 23rd, 2024 — Source

ASML's CEO Believes That China Might Be Able To Produce Chips On The 5nm And 3nm Nodes On A Limited Scale

ASML managed to wipe $50 billion off its market capitalization a few days back when it revealed that it managed to book only around half of the orders that analysts expected for its just-concluded quarter, sowing market-wide chaos in the process as the investors immediately started doubting the strength of the ongoing AI-related tailwind.
October 23rd, 2024 — Source

Intel and Samsung to Form "Foundry Alliance" to Compete With TSMC, Notes Report

Last time we reported on Samsung Foundry, the company publicly apologized for its setbacks in the memory and foundry divisions, especially as its 3 nm GAA FET node has failed to attract new customers. On the other hand, Intel has also been struggling with its Foundry unit bleeding billions of Dollars in a bid to secure its spot as one of the best foundries for companies to manufacture their chips.
October 23rd, 2024 — Source

Paccurate helps companies ship in smaller boxes, saving them money while helping the earth

Paccurate co-founder and CEO James Malley likes to joke that once you get into supply chain tech, the category doesn't let you back out.
October 23rd, 2024 — Source

TSMC blows whistle on potential sanctions-busting shenanigans from Huawei

Chip giant tells Uncle Sam someone could be making orders on the sly
October 23rd, 2024 — Source

TSMC says it reported itself to US govt; Apple chip production may be at risk

The US Commerce Department is carrying out an investigation into whether Apple chipmaker TSMC breached US sanctions against China by supplying smartphone and AI chips to Huawei. The probe was in part driven by Huawei's surprising ability to resume competing with iPhones.
October 23rd, 2024 — Source

Computer — Business News — October 18th, 2024

US suspects TSMC helped Huawei skirt export controls, report says
US probing whether TSMC helped Huawei make AI chips.
October 18th, 2024 — Source

Computer — Business News — October 16th, 2024

Chip Stocks in Chaos as ASML Slashes 2025 Forecast
The semiconductor market faces turbulence following ASML’s weaker sales outlook, just a day after Nvidia briefly overtook Apple as the world’s most valuable company.
October 16th, 2024 — Source

Intel and AMD Form Surprising Alliance to Outpace ARM: Will It Affect Apple?
Intel and AMD announced on October 15 that they are joining forces to ensure software compatibility across their chips, addressing increasing competition from Arm Holdings.
October 16th, 2024 — Source

Intel laying off 1,300 workers from Oregon site as it reduces workforce by 15,000 workers company wide
That's over 5% of the workforce at Intel's Gordon Moore Park.
October 16th, 2024 — Source

Lightmatter’s $400M round has AI hyperscalers hyped for photonic data centers
Photonic computing startup Lightmatter has raised $400 million to blow one of modern data centers' bottlenecks wide open. The company's optical interconnect layer allows hundreds of GPUs to work synchronously, streamlining the costly and complex job of training and running AI models.
October 16th, 2024 — Source

Sources claim Qualcomm delaying Intel purchase offer until after U.S. presidential election
Qualcomm wants things to settle down first before making a decision.
October 16th, 2024 — Source

Computer — Business News — October 13th, 2024

What Does MSI Stand For On The PC Brand?
Several brands come to mind when one thinks of high-performance computers, laptops, and PC components. Razer, Gigabyte, ASUS, NZXT, Nvidia, AMD, Intel, Alienware, to name a few, are known for producing high-quality hardware that can handle ultra-demanding tasks and run the latest games with ease.
October 13th, 2024 — Source

Computer — Business News — October 11th, 2024

NVIDIA Celebrates 25 Years Of GeForce With A Trip Down 3D Memory Lane
Go ask analysts, investors, and tech bros what kind of company NVIDIA is and they'll immediately shoot back with "AI". It's definitely true that AI has fuelled the company's meteoric rise to become the largest company in the world by market cap in recent years. However, NVIDIA's expertise is in creating massive parallel processors, and it got its start in gaming. If it weren't for PC gaming, there wouldn't be an NVIDIA today.
October 11th, 2024 — Source

TSMC Reports Strong 2024 Revenue, Plans New Fabs Amid Rising Demand
TSMC announced that its revenue for September 2024 reached NT$251.87 billion (US$7.80 billion), representing a 39% increase compared to the same month last year. The cumulative revenue for the first three quarters of 2024 climbed to NT$2,025.85 billion (US$62.72 billion), showing a 32% year-over-year growth.
October 11th, 2024 — Source

Computer — Business News — October 10th, 2024

AMD Delivers Leadership AI Performance with AMD Instinct MI325X Accelerators
Today, AMD announced the latest accelerator and networking solutions that will power the next generation of AI infrastructure at scale: AMD Instinct™ MI325X accelerators, the AMD Pensando™ Pollara 400 NIC and the AMD Pensando Salina DPU. AMD Instinct MI325X accelerators set a new standard in performance for Gen AI models and data centers.
October 10th, 2024 — Source

AMD Launches 5th Gen AMD EPYC CPUs, Maintaining Leadership Performance and Features for the Modern Data Center
AMD today announced the availability of the 5th Gen AMD EPYC™ processors, formerly codenamed "Turin," the world's best server CPU for enterprise, AI and cloud.
October 10th, 2024 — Source

AMD Launches New Ryzen™ AI PRO 300 Series Processors to Power Next Generation of Commercial PCs
Today, AMD (NASDAQ: AMD) announced its third generation commercial AI mobile processors, designed specifically to transform business productivity with Copilot+ features including live captioning and language translation in conference calls and advanced AI image generators.
October 10th, 2024 — Source

AMD Unveils Leadership AI Solutions at Advancing AI 2024AMD today launched the latest high performance computing solutions defining the AI computing era, including 5th Gen AMD EPYC™ server CPUs, AMD Instinct™ MI325X accelerators, AMD Pensando™ Salina DPUs, AMD Pensando Pollara 400 NICs and AMD Ryzen™ AI PRO 300 series processors for enterprise AI PCs. AMD and its partners also showcased how they are deploying AMD AI solutions at scale, the continued ecosystem growth of AMD ROCm™ open source AI software, and a broad portfolio of new solutions based on AMD Instinct accelerators, EPYC CPUs and Ryzen PRO CPUs.

October 10th, 2024 — Source

Micron Updates Corporate Logo with "Ahead of The Curve" Design
Today, Micron updated its corporate logo with new symbolism. The redesign comes as Micron celebrates over four decades of technological advancement in the semiconductor industry. The new logo features a distinctive silicon color, paying homage to the wafers at the core of Micron's products. Its curved lettering represents the company's ability to stay ahead of industry trends and adapt to rapid technological changes.
October 10th, 2024 — Source

Slowing Demand Growth Constrains Q4 Memory Price Increases
TrendForce's latest findings reveal that weaker consumer demand has persisted through 3Q24, leaving AI servers as the primary driver of memory demand. This dynamic, combined with HBM production displacing conventional DRAM capacity, has led suppliers to maintain a firm stance on contract price hikes.
October 10th, 2024 — Source

Computer — Business News — October 8th, 2024

AMD Could Be Shifting Some of Its High-Performance Chip Production To TSMC Arizona
AMD is reportedly going to shift some of its high-performance chip production to TSMC's Arizona fab by next year.
October 8th, 2024 — Source

AMD to Become Major Customer of TSMC Arizona Facility with High-Performance Designs
After Apple, we just learned that AMD is the next company in line for US-based manufacturing in the TSMC Arizona facility. Industry analyst Tim Culpan reports that TSMC's Fab 21 in Arizona will soon be producing AMD's high-performance computing (HPC) processors, with tape out and manufacturing expected to commence on TSMC's 5 nm node next year.
October 8th, 2024 — Source

Dr. Lisa Su celebrates 10th anniversary as AMD CEO
Dr. Lisa Su as AMD CEO for 10 years The company made a pivotal shift and witnessed a transformation under the Su’s lead. Ten years ago, on October 8, 2014, AMD appointed Dr. Lisa Su, an electrical engineer and AMD’s former Senior Vice President and GM, as its new CEO and President.
October 8th, 2024 — Source

Qualcomm stock downgraded ahead of Apple's first custom modem
Qualcomm stock was downgraded Tuesday by a KeyBanc analyst over concerns that Apple will create its own modem. Analyst John Vinh downgraded shares of Qualcomm to Sector Weight from Overweight without a price target on Tuesday.
October 8th, 2024 — Source

Samsung confirms there are no plans to sell foundry business, issues apology over missed profits
Sorry for the $6.78 billion in operating profits
October 8th, 2024 — Source

Samsung Electronics Announces Earnings Guidance for Third Quarter 2024
Samsung Electronics today announced its earnings guidance for the third quarter of 2024.
October 8th, 2024 — Source

Samsung Electronics apologizes for disappointing financial results
These are not the easiest times for Samsung's chip manufacturing division. Recently, analysts estimated that Samsung Foundry would record big operating losses. Such losses would affect Samsung Electronics' overall earnings report. Now, the preliminary official results are official, and Samsung has apologized to investors for falling short of expectations while its memory chip business loses steam in the AI era.
October 8th, 2024 — Source

Samsung Issues Apology Over Disappointing Q3 and AI Chip Challenges
Samsung Electronics has posted its results for the third quarter and accompanied this with a public apology.
October 8th, 2024 — Source

Taiwan's Foxconn says building world's largest 'superchip' plant
Taiwanese tech giant Foxconn said on Tuesday it is building the world's largest production plant for US hardware leader Nvidia's GB200 "superchips" that power artificial intelligence servers.
October 8th, 2024 — Source

TensorWave thinks it can break Nvidia's grip on AI compute with an AMD-powered cloud
Chipmaker Nvidia notched $30 billion in revenue last fiscal quarter, driven in large part by the AI industry's insatiable demand for GPUs. GPUs are essential for training and running AI models; they contain thousands of cores that work in parallel to quickly perform the linear algebra equations scaffolding the models.
October 8th, 2024 — Source

Vodafone Agrees 10-year AI Partnership with Google
Vodafone has entered into a multi-billion dollar partnership with Google that is set to span the next 10 years.
October 8th, 2024 — Source

Computer — Business News — October 7th, 2024

Jensen Huang's net worth passes Intel's market cap
Number 11 on the Forbes 400 list
October 7th, 2024 — Source or Source

Samsung denies speculation it is spinning off its foundry business amid consecutive losses
Samsung Electronics has confirmed that won't be spinning off its foundry business amid speculation regarding potential structural changes. According to a report by Reuters, the company has stated that it will not separate its foundry business from the rest of the company despite ongoing financial losses and other challenges that it is currently facing.
October 7th, 2024 — Source

Super Micro Computer (SMCI) Tries To Reset The Narrative Around Its Delayed Annual Report Filing Saga By Announcing That It Is Now Delivering 100,000 Liquid-Cooled GPUs To "AI Factories" Every Quarter
Super Micro Computer (SMCI) is in an unenviable position right now: its fundamental business metrics continue to improve at an astounding scale but the ensuing euphoria is heavily tempered by the company's ongoing delays in filing the requisite annual report for FY 2024. As speculation mounts in the wake of a high-profile short research report, the stock has remained largely flat since the 28th of August, when the filing delay was first announced.
October 7th, 2024 — Source or Source

Computer — Business News — October 6th, 2024

ASUS celebrates one-year anniversary of NUC takeover from Intel
It's been a year since ASUS took over Next Unit of Compute series from Intel The latest NUC features a Core Ultra 200V processor. Intel has handed over its NUC brand to ASUS, who are now solely responsible for this type of Intel's former consumer product line.
October 6th, 2024 — Source

Jensen Huang is now worth more than Intel — personal net worth currently valued at $109B versus Intel's $96B market cap
If he decided to buy Team Blue, Huang would still have $13 billion in change.
October 6th, 2024 — Source

Computer — Business News — October 5th, 2024

Biden signs bill allowing some US chipmakers to bypass environmental reviews
Controversial move ruffles feathers of environmental groups
October 5th, 2024 — Source

TSMC could charge over $30,000 for each 2nm wafer
A 50 percent leap over prices for 3nm chips and double the cost of 4/5nm
October 5th, 2024 — Source

Computer — Business News — September 29th, 2024

Canon ships first nanoimprint lithography machinery to US consortium backed by leading chipmakers
The technique cuts costs and electricity usage in chip production
September 29th, 2024 — Source

Computer — Business News — September 25th, 2024

AOC and MMD Announce Key Leadership Change in European Operations
AOC and MMD, leading display specialists, today announced a significant leadership transition in their European operations. MMD, the brand license partner for Philips Monitors, and AOC, a premier brand in the display market, are both part of TPV Technology Limited, one of the world's leading monitor manufacturers.
September 25th, 2024 — Source or Source

Fujitsu wins spot on £600M framework after vowing to sit out public sector
Post Office scandal? What scandal?
September 25th, 2024 — Source

Next chip shortage looming due to rampant growth of AI, warns report
The next great chip shortage could be caused by the rapid growth in Artificial Intelligence (AI) platforms, services, and user adoption. A new report has warned that high-intensity and processor-hungry AI-optimized hardware could gobble up production.
September 25th, 2024 — Source

Nvidia expected to produce 450,000 Blackwell AI GPUs in Q4 — potential $10B in revenue for the chipmaker
Represents potential $10+ billion opportunity.
September 25th, 2024 — Source

TSMC’s AI Chip Capacity Growth Ahead Of Schedule Says Morgan Stanley – Report
TSMC’s AI Chip Capacity Growth Ahead Of Schedule Says Morgan Stanley – Report
September 25th, 2024 — Source

Computer — Business News — September 23rd, 2024

Chipmaker Qualcomm to explore takeover of Intel
Qualcomm Inc. has approached Intel Corp. to discuss a potential acquisition of the struggling chipmaker, people with knowledge of the matter said, raising the prospect of one of the biggest-ever M&A deals.
September 23rd, 2024 — Source

Intel Could Get up to $5 Billion Investment From Apollo
Intel could get a substantial multibillion-dollar investment from Apollo Global Management Inc., according to a recent report by Bloomberg which relies on inside information from people familiar with the matter.
September 23rd, 2024 — Source or Source

Moore's Law Squared: NVIDIA's Jensen Huang's Bold Vision for AI and Robotics
NVIDIA CEO Jensen Huang recently made a bold claim that technological advancements are surpassing the well-known Moore's Law, coining the term "Moore's Law Squared."
September 23rd, 2024 — Source

TSMC and Samsung Consider Building $100 Billion Semiconductor Facilities in Middle East
TSMC and Samsung are reportedly in talks with the United Arab Emirates (UAE) to establish chip factories in the Gulf nation. As reported by the Wall Street Journal, this "desert dream" aligns with the UAE's ambitious plans to diversify its economy beyond oil and become a key player in the AI sector by building chips for AI domestically.
September 23rd, 2024 — Source

Computer — Business News — September 22nd, 2024

Analyst Highlights Three Areas That Qualcomm Should Focus On To Increase Competitiveness And Quickly Generate Cash Flow
In light of recent reports in which Qualcomm made an acquisition offer to Intel as the latter's chip business continues to take a beating, a notable analyst has provided his take on the matter. In short, he believes that the San Diego chipset maker should focus on three areas, all of which are geared towards increasing competitiveness with other market players and bolstering its cash flow.
September 22nd, 2024 — Source

Intel has officially entered the grin and bear it phase of its recovery
Gelsinger sold the world on his foundry vision. Walking away won't be easy
September 22nd, 2024 — Source

Qualcomm Approaches Intel for Potential Takeover, Sparking Industry Buzz
According to rumors, Qualcomm recently approached Intel regarding a possible takeover. Qualcomm's successful acquisition of the entire company would be the biggest deal of all time in the technology industry.
September 22nd, 2024 — Source

Qualcomm has approached Intel with an acquisition offer
A lot has to happen before any deal materializes
September 22nd, 2024 — Source

Computer — Business News — September 21st, 2024

Oracle-backed Ampere explores sale amid shifting semiconductor landscape
It looks as though an IPO is off the table -- for the moment
September 21st, 2024 — Source

Computer — Business News — September 19th, 2024

Microsoft and BlackRock want to raise $100 billion to 'emancipate themselves from the shackles' of insufficient power and increase data centers for their ambitious AI dreams
Microsoft teams up with BlackRock to raise $100 billion to meet their data center and power needs for AI advances.
September 19th, 2024 — Source

With billions in UK govt IT contracts about to expire, get the next vendors to act right
Poor performers get renewals, new small outfits discouraged from bidding, say researchers
September 19th, 2024 — Source

Computer — Business News — September 16th, 2024

Google Reportedly Eyeing A Long-Term Partnership With TSMC, Tensor G6 Could Be Mass Produced On The Foundry’s Cutting-Edge 2nm Process
The Tensor G4 found in all Pixel 9 models this year might be the last of its kind, as Google could very well be on its way to dropping Samsung as a foundry partner in favor of TSMC. The Mountain View giant has been reported on multiple occasions to be developing the Tensor G5 for its Pixel 10 lineup, and it will be mass produced on the Taiwanese semiconductor titan’s second-generation 3nm process.
September 16th, 2024 — Source

Computer — Business News — September 13th, 2024

Carolina Dybeck Happe named as Microsoft's new Chief Operations Officer
Microsoft has announced a new addition to its senior leadership team this week. In a post on its official blog, CEO Satya Nadella revealed that the company has hired Carolina Dybeck Happe as its latest executive vice president and Chief Operations Officer.
September 13th, 2024 — Source

Win 11 refreshes delayed, say PC makers – and here's why
Oh and about those AI computers... analysts reckon there are still no killer apps or convincing use cases
September 13th, 2024 — Source

Computer — Business News — September 9th, 2024

Acer Announces August Consolidated Revenues at NT$­­22.82 Billion, Up ­­5.2% Year-on-year
Acer Inc. announced its consolidated revenues for August at NT$22.82 billion with 5.24% growth year-on-year (YoY), achieving 14 consecutive months of YoY growth. Consolidated revenues for year-to-August reached NT$172.28 billion with 14.8% growth YoY, while revenues from the personal computers[1] and display business grew 16.3% YoY year-to-August.
September 9th, 2024 — Source

GenAI hype meets harsh reality as enterprises wrestle with business case
Nvidia, Equinix clearly making a killing over costs, confusion, and cold feet
September 9th, 2024 — Source

NAND Flash Shipments Growth Slows in 2Q24, Revenue Up 14% Driven by AI SSD Demand
TrendForce reports that NAND Flash prices continued to rise in 2Q24 as server inventory adjustments neared completion and AI spurred demand for high-capacity storage products. However, high inventory levels among PC and smartphone buyers led to a 1% QoQ decline in NAND Flash bit shipments. Despite this, ASP increased by 15% and drove total revenue to US$16.796 billion, a 14.2% growth compared to the previous quarter.
September 9th, 2024 — Source

TSMC's 3nm Chip Revenue Could Receive An Annual 34 Percent Boost, Partially Thanks To Increased A18, A18 Pro Orders Placed By Apple
Apple has employed the use of TSMC's second-generation 3nm process in the past, as the company's M4 powering the new 13-inch and 11-inch iPad Pro models was mass produced on this technology. However, the company's tablets barely contribute to the semiconductor giant's revenue for this cutting-edge node, but that is where the iPhone 16 launch will come into play.
September 9th, 2024 — Source

Computer — Business News — September 7th, 2024

BOE progresses with the construction of its 8.6-Gen flexible AMOLED line in Chengdu
Towards the end of 2023, BOE officially announced its plans for a 8.6-Gen flexible LTPO AMOLED line in Chengdu. The agreement with Chengdu's local government was signed in early 2024, and in April BOE announced it is starting to construct the new fab.
September 7th, 2024 — Source

Computer — Business News — September 6th, 2024

ASML Will Now Require Dutch License To Ship Older Chip Machines To China
Chinese attempts to bolster domestic chip manufacturing by relying on older machines were dealt a blow today after the Dutch government aligned itself with the US and expanded oversight over additional machines made by ASML.
September 6th, 2024 — Source

Dutch match US export curbs on semiconductor machines
The Dutch government announced Friday broader restrictions on exports of semiconductor-making machines produced by sector heavyweight ASML, aligning itself with US curbs on technology at the center of trade tensions with China.
September 6th, 2024 — Source

Mark Zuckerberg surpasses Jensen Huang in year-to-date wealth growth following Nvidia share price drop
Huang is still up by $50.2 billion this year
September 6th, 2024 — Source

NVIDIA's AI Chip Renting Services In China Are Much Cheaper Compared To The US, For As Little As $6/Hr
NVIDIA's AI GPU "renting services" have seen a drastic rise in China, as small-scale CSPs provide AI chips that are much cheaper to rent compared to the US.
September 6th, 2024 — Source

Qualcomm considered acquiring parts of Intel's chip design business
Intel could find one of the sources of cash they are so eagerly looking for in Qualcomm. The iconic brand of processors for desktop PCs, laptops, and servers is going through difficult times. The recent fiasco with the 13th and 14th Gen Core processors has worsened the situation. However, Qualcomm could be interested in acquiring Intel's chip design business.
September 6th, 2024 — Source

TSMC achieves production yields at new Arizona facility on par with Taiwan plants
Taiwan Semiconductor Manufacturing Co. (TSMC) has achieved production yields at its Arizona facility on par with established plants in Taiwan, an early indicator that its marquee American project is on track to achieve its targets.
September 6th, 2024 — Source

Computer — Business News — September 3rd, 2024

China outspending US, Taiwan, and South Korea combined on chipmaking kit
$25B semiconductor shopping spree leaves rivals in the dust
September 3rd, 2024 — Source

Intel to establish advanced chip R&D center in Japan — a collaborative venture with Tokyo's Advanced Industrial Science and Technology (AIST)
Japan seeks to boost semiconductor industry with Intel's help.
September 3rd, 2024 — Source

Taiwan Renews Claims China Is "Poaching" Its Top Talent and Tech Knowledge
Taiwan has alleged that Chinese companies are illegally poaching top talent in the country and attempting to undermine its status at the top of technology development.
September 3rd, 2024 — Source

The Semiconductor Body Calls For More EU 'Chips Envoy' Support
Europe's leading computer chip industry group, ESIA, called on the European Union to speed up aid as it drew up a revamped "Chips Act 2.0" support package and named an envoy to champion the sector.
September 3rd, 2024 — Source

Computer — Business News — September 1st, 2024

Fujitsu is flooding the market with a whopping 16 new PC models
If you thought Fujitsu was dead, think again
September 1st, 2024 — Source

Computer — Business News — August 27th, 2024

Layoffs: IBM Limits Operations In China, Cuts Over 1,000 Jobs
IBM shut down its R&D operations in China, following several other tech companies that scaled back their operations there due to increased competition, declining business, and tensions around US tech firms. The closure will affect more than 1,000 people; IBM plans to hire R&D staff in other locations, like India.
August 27th, 2024 — Source

NVIDIA Launches NIM Agent Blueprints
When AI was first introduced on a mass scale, it was shown as Generative AI accessed through web-based applications. Now, Generative AI models are making their way to businesses. AI models like Google Gemma, Llama 3.1 405B, Microsoft Phi, Mixtral, and Nemotron develop business-specific AI applications to support growth and increase productivity.
August 27th, 2024 — Source

Super Micro Stock Brushes Off Scathing Short Seller Report By Hindenburg
Key NVIDIA server partner Super Micro, who has seen considerable attention from Wall Street in the current wave surrounding artificial intelligence computing, was at the center of a short seller report by Hindenburg Research earlier today.
August 27th, 2024 — Source

Computer — Business News — August 26th, 2024

IBM says will end research and development work in China
US computer giant IBM confirmed Monday it would close its research and development arm in China.
August 26th, 2024 — Source

IBM to lay off 1,000 workers in China as it shuts R&D divisions
The move, according to the news outlet Yicai, will see more than 1,000 employees laid off. The affected workers are from the IBM China Development Lab and IBM China System Lab, and those affected will get compensation.
August 26th, 2024 — Source

Nvidia’s Q2 Earnings Could Be Its Last With 100%+ Revenue Growth
With its earnings due after the closing bell on Wednesday, NVIDIA's second quarter could be its last in the current semiconductor up cycle to deliver triple digit earnings growth, as per data from LSEG. NVIDIA, whose fiscal year ends in January, is due to report its earnings for the second quarter of the year ending in January 2025.
August 26th, 2024 — Source

Nvidia’s stock surge mints new employee millionaires, but many can’t yet enjoy their wealth
When the golden parachute becomes golden handcuffs instead.
August 26th, 2024 — Source

Computer — Business News — August 25th, 2024

Imagination Technologies Recieves $100 Million To “Rise From The Ashes” & Leverage The Edge AI Hype
Imagination Technologies, the renowned chip designer, has received massive funding to kickstart its operations and develop native technologies to address AI demand.
August 25th, 2024 — Source

Computer — Business News — August 24th, 2024

What to Expect from NVIDIA at Hot Chips 2024
NVIDIA is set to reveal its latest innovations at the upcoming Hot Chips 2024 conference, where they will present its advancements in data center performance and energy efficiency. As the trillion-dollar data center computing market continues to evolve, NVIDIA's engineers will showcase developments in the NVIDIA Blackwell platform, liquid cooling solutions, and AI agents for chip design.
August 24th, 2024 — Source

Computer — Business News — August 22nd, 2024

TSMC's joint European venture, ESMC, breaks ground on German fab
German automakers to move part of their chip production closer to home.
August 22nd, 2024 — Source

Computer — Business News — August 21st, 2024

AMD 2023-24 Corporate Responsibility Report: Advancing Sustainability, Collaboration and Inclusion
AMD reduces carbon emissions, deepens industry collaboration and strengthens employee development programs to achieve strategic corporate responsibility goals
August 21st, 2024 — Source

UK's competition authority ends probes of Apple and Google but will use incoming powers to 'resolve app store concerns'
Apple and Google can take a breath after the U.K. competition watchdog announced Wednesday it's closing a pair of investigations into their respective mobile app ecosystems, citing administrative priorities.
August 21st, 2024 — Source

Computer — Business News — August 16th, 2024

40% of planned US CHIPS Act investments reportedly delayed
A couple of years ago, the Biden administration introduced the CHIPS Act. Its goal was to strengthen the US's competitiveness for semiconductor production and development. The government wanted to push a "Made in US" narrative to strengthen the domestic market. It could have been a great opportunity amid trade restrictions on China.
August 16th, 2024 — Source

$45B valuation — Revolut becomes Europe's most precious private tech firm
UK challenger bank blasts pasts some of Britain's oldest banks
August 16th, 2024 — Source

Samsung to Install High-NA EUV Machines Ahead of TSMC in Q4 2024 or Q1 2025
Samsung Electronics is set to make a significant leap in semiconductor manufacturing technology with the introduction of its first High-NA 0.55 EUV lithography tool. The company plans to install the ASML Twinscan EXE:5000 system at its Hwaseong campus between Q4 2024 and Q1 2025, marking a crucial step in developing next-generation process technologies for logic and DRAM production.
August 16th, 2024 — Source

Texas Instruments awarded $1.6 billion in CHIPS Act funding for domestic silicon production
It expects three new plants to create over 2,000 manufacturing jobs in Utah and Texas.
August 16th, 2024 — Source

Texas Instruments to Receive up to $1.6 billion in CHIPS Act Funding for Semiconductor Manufacturing Facilities in Texas and Utah
Texas Instruments (TI) (Nasdaq: TXN) and the U.S. Department of Commerce have signed a non-binding Preliminary Memorandum of Terms for up to $1.6 billion in proposed direct funding under the CHIPS and Science Act to support three 300 mm wafer fabs already under construction in Texas and Utah.
August 16th, 2024 — Source

Computer — Business News — August 14th, 2024

Chinese tech giant Tencent says net profits soar in second quarter
Chinese internet giant Tencent announced on Wednesday an 82 percent surge in second-quarter net profit, its biggest jump since late 2020, after a resurgence in its gaming business.
August 14th, 2024 — Source

Foxconn net profit rises in second quarter on AI demand
Taiwanese tech giant Foxconn on Wednesday reported a six percent jump in net profit for the second quarter of the year, driven by strong growth in demand for artificial intelligence servers.
August 14th, 2024 — Source

Intel sells stake in Arm, estimated to raise $147 million as part of business turnaround
Intel lost $1.6 billion in its second quarter
August 14th, 2024 — Source

Intel sells off its shares in ARM amid cost-cutting efforts
Amid a cost-cutting effort that has seen layoffs and the cancellation of Intel Innovation 2024, Intel has now sold its stake in ARM. The company held over a million shares in the chip maker, but they have since been sold off.
August 14th, 2024 — Source

Computer — Business News — August 8th, 2024

Acer Announces July Consolidated Revenues at NT$23.45 Billion, Up 32.3% Year-on-year
Acer Inc. announced its consolidated revenues for July at NT$23.45 billion with 32.3% growth year-on-year, achieving 13 consecutive months of YoY growth. Consolidated revenues for year-to-July reached NT$149.45 billion with 16.4% growth YoY, while revenues from the personal computers [1] and display business grew 37.6% YoY in July and 18.8% YoY year-to-July.
August 8th, 2024 — Source

Acer Announces Q2 2024 Operating Income at NT$1.47 Billion, Up 87.9% Quarter-on-quarter and 40.3% Year-on-year
Acer Inc. announced its financial results for the second quarter of 2024. Consolidated revenues reached NT$67.14 billion, up 15.2% year-on-year; operating income was NT$1.47 billion, up 87.9% quarter-on-quarter (QoQ) and 40.3% YoY, with 2.2% margin; net income[1] was NT$1.40 billion with earnings-per-share NT$0.47.
August 8th, 2024 — Source

Dell will reportedly lay off 12,500 employees this week, bringing the total to 24,500 in 15 months
Dell is the latest tech giant to lay off thousands of employees.
August 8th, 2024 — Source

Computer — Business News — August 6th, 2024

Microsoft is binding employee bonuses and promotions to security performance
Cybersecurity is now everyone's job at the company
August 6th, 2024 — Source

SK hynix Signs Preliminary Memorandum of Terms with U.S. Govt for Advanced Packaging Facility in Indiana
SK hynix Inc. announced today it has signed a non-binding preliminary memorandum of terms with the U.S. Department of Commerce to receive up to $450 million in proposed direct funding and access to proposed loans of $500 million as part of the CHIPS and Science Act for its investment to build a production base for semiconductor packaging in Indiana.
August 6th, 2024 — Source

Computer — Business News — August 3rd, 2024

Design Issues May Postpone Launch of NVIDIA's Advanced Blackwell AI Chips
NVIDIA may face delays in releasing its newest artificial intelligence chips due to design issues, according to anonymous sources involved in chip and server hardware production cited by The Information. The delay could extend to three months or more, potentially affecting major customers such as Meta, Google, and Microsoft.
August 3rd, 2024 — Source

Intel faces crisis as revenue misses and a bleak forecast shakes investor confidence
Many wonder if Pat Gelsinger can execute on a turnaround plan
August 3rd, 2024 — Source

Computer — Business News — August 2nd, 2024

China to achieve 'basic' self-sufficiency for chip fab tools this summer claims industry veteran
China is working its way around tech blockades from the U.S. and its allies.
August 2nd, 2024 — Source

Chipmaker Intel to cut 15,000 jobs as tries to revive its business and compete with rivals
Chipmaker Intel says it is cutting 15% of its huge workforce—about 15,000 jobs—as it tries to turn its business around to compete with more successful rivals like Nvidia and AMD.
August 2nd, 2024 — Source or Source

Intel sees AI in enterprise on a 'three to five-year path'
The chip giant is collaborating with open-source software developers and partners to make AI more 'turnkey.'
August 2nd, 2024 — Source

NVIDIA Stock Decline - Faces U.S. DOJ antitrust investigation over alleged AI market dominance abuse
The U.S. Department of Justice (DOJ) has initiated an investigation into NVIDIA's conduct in the AI chip market following complaints from competitors. NVIDIA is estimated to control over 80% of the AI chip market.According to a report from The Information, the DOJ is gathering information from companies such as AMD. Competitors allege that NVIDIA has engaged in practices that could harm market competition.
August 2nd, 2024 — Source or Source

Qualcomm aims to bring Snapdragon X PC prices down to $700 next year
Massive battery life improvements for Windows PCs to become more affordable in 2025
August 2nd, 2024 — Source

Samsung chips boss issues stern memo, warns of 'vicious cycle'
Samsung Electronics Co.'s chip division boss has warned employees via a memo. In the memo, obtained by Bloomberg, Jun Young-hyun expressed deep concern about the company's potential descent into a "vicious cycle." The memo outlines critical issues hindering the tech giant's competitiveness.
August 2nd, 2024 — Source

"We stand behind our products," says Intel as it extends 13th and 14th Gen CPU warranties and a class action lawsuit investigation begins
Intel's reputation is in the dirt as it attempts to regain some goodwill with its customers.
August 2nd, 2024 — Source

Yield problems reportedly leave Intel Meteor Lake supply constrained
Lunar Lake production remains ahead of schedule, set to launch in September
August 2nd, 2024 — Source

Computer — Business News — July 31st, 2024

AMD Earnings Spike As Massive AI Data Center Revenue Offsets Gaming Slump
The AI chip boom is benefiting the bottom line of big tech firms, and further proof of that comes by way of AMD's latest earnings report. For the second quarter of 2024, AMD generated over $5.8 billion in revenue, which is a gain of 7% sequentially and 9% year-over-year, and increased its net income to $265 million, representative of a massive 115% rise compared to the previous quarter and even bigger 881% jump from last year.
July 31st, 2024 — Source

Apple disrupts overseas acquisition that involves Indian partner
Apple is a technology company. It specializes in creating products. But as a global force in the world, it can also get caught up in international drama. Today, a new report details one such situation playing out that involves India, China, and competitor Vivo, with Apple disrupting a key acquisition.
July 31st, 2024 — Source

Intel allegedly plans imminent lay off of thousands of employees to fuel turnaround
Anonymous sources say the announcement could be just days away.
July 31st, 2024 — Source or Source

Nvidia to deliver Blackwell engineering samples this week — chips on track for fourth quarter launch
CEO Jensen Huang made the announcement at Siggraph.
July 31st, 2024 — Source

Samsung confirms Exynos 2500 chip as profit skyrockets on back of AI memory boom
Strikes? What strikes?
July 31st, 2024 — Source

Samsung Electronics Announces Results for Second Quarter of 2024
The Company posted KRW 74.07 trillion in consolidated revenue and operating profit of KRW 10.44 trillion as favorable memory market conditions drove higher average sales price (ASP), while robust sales of OLED panels also contributed to the results.
July 31st, 2024 — Source

Computer — Business News — July 27th, 2024

Apple reaches its first contract agreement with a US retail union
Two years ago, workers at an Apple Store in Towson, Maryland, were the first to establish a formally recognized union at an Apple retail store in the United States. Now they're the first to reach a tentative contract agreement.
July 27th, 2024 — Source

TSMC Says That Construction Of Its 2nm Facility In Kaohsiung Was Unaffected By The Typhoon Gaemi, The Strongest To Have Struck Taiwan In 8 Years
A cutting-edge 2nm fabrication plant is currently under construction, as TSMC intends to start mass production of wafers on this advanced technology for several clients, the most notable likely being Apple. Unfortunately, a tragedy struck Taiwan in the form of Typhoon Gaemi, causing massive economic losses to the region.
July 27th, 2024 — Source

TSMC VP says 'I don't care if Moore's Law is alive or dead' if technology keeps scaling — 3D chip packaging fuels continued advances
TSMC's strength is its ability to introduce a new process technology every year.
July 27th, 2024 — Source

Computer — Business News — July 26th, 2024

Intel nabs Micron exec to oversee foundry business ambitions
Memory veteran to help Gelsinger and co with longstanding internal/external contract manufacturing plans
July 26th, 2024 — Source

LG Display reported its Q2 2024 financial results, boosted by tablet AMOLED shipments to Apple
LG Display reported its financial results for Q2 2024 - with revenues reaching $4.85 billion (an increase of 42% compared to last year) and a net loss of $67 million (down from around $637 million in 2023).
July 26th, 2024 — Source or Watch Video

SK hynix Board Approves Yongin Semiconductor Cluster Investment Plan
SK hynix Inc. announced today that it has decided to invest about 9.4 trillion won in building the first fab and business facilities of the Yongin Semiconductor Cluster after the board resolution on the 26th. SK hynix designs to start construction of the 1st fab to be built in the Yongin cluster in March next year and complete it in May 2027, and have received an investment approval from the board of directors prior to it. The company will make every effort to build the fab to lay the foundation for the company's future growth and respond to the rapidly increasing demand for AI memory semiconductors.
July 26th, 2024 — Source

US to boost chip packaging capacity with CHIPS Act grant — Amkor to receive $600 million for advanced chip packaging facility
U.S. gov't pays 20% of Amkor's costs for Arizona packaging facility.
July 26th, 2024 — Source

Computer — Business News — July 22nd, 2024

An Ex-Samsung Engineer Has Been Jailed For 6 Years In South Korea For Leaking Sensitive OLED Technology To China Worth Almost $25 Million
A court in Suwon, South Korea's most populous province, has sentenced a senior ex-Samsung engineer to a little more than half a decade in prison for leaking around 340 million won worth of OLED technology to China. This figure converts to approximately $24.5 million, making it a decent chunk of change that was sold to a competitor that would greatly benefit from the cutting-edge display technology mass produced by the world's largest OLED panel maker.
July 22nd, 2024 — Source

GIGAIPC Unveils Innovative All-in-One Industrial Panel PCs for Retail Industry
GIGAIPC, an embedded solution-focused subsidiary of GIGABYTE, is excited to announce the launch of its new series of all-in-one industrial panel PCs, specifically designed to meet the unique needs of the retail industry. These cutting-edge PCs are available in three sizes—21.5", 15.6", and 11.6"—making them perfect for kiosks, POS systems, and a variety of other retail applications.
July 22nd, 2024 — Source

Samsung To Supply High-Performance Substrates To AMD For Next-Gen Data Center CPUs & GPUs
Samsung has announced its partnership with AMD and will be supplying high-performance substrates for next-gen CPUs & GPUs for Data Centers.
July 22nd, 2024 — Source

Computer — Business News — July 19th, 2024

Huawei sues MediaTek for patent infringement of unnamed technology
MediaTek is a former supplier to Huawei.
July 19th, 2024 — Source

TSMC Is Willing To Allocate Capacity For OpenAI's Chips -- Report
Microsoft backed OpenAI continues to remain interested in designing and developing its own chips in order to reduce the supply constraints that the broader industry is facing right now, according to a fresh report from The Information. OpenAI's narrow AI products require thousands of GPUs to function, and the details of the report share that the firm has talked with chip designer Broadcom which makes application specific chips for AI use cases.
July 19th, 2024 — Source

Computer — Business News — July 18th, 2024

Gaming Monitor Market Expected to Reach 27.4 Million Units by 2028
New insights from Omdia's Desktop Monitor Intelligence Service show the gaming monitor market, featuring refresh rates over 120 Hz, is expected to grow by 9% YoY to 24.7 million units in 2024. Meanwhile, the smart monitor market, equipped with operating systems and streaming service portals, is projected to expand by 63% YoY to 1.2 million units.
July 18th, 2024 — Source

Huawei executive gets candid about US sanctions and their effects
Huawei has faced significant challenges over the past few years due to stringent US sanctions. Its smartphone sales have nosedived while the company also lost business in other tech industries. The beleaguered Chinese firm's senior executive Richard Yu Chengdong recently got candid about the situation, sharing insights into the "incredibly difficult" days that Huawei endured.
July 18th, 2024 — Source

Meta Reportedly in Talks with Ray-Ban Maker to Deepen XR Ties via Minority Stake in Company
Meta is reportedly in talks with Ray-Ban maker EssilorLuxottica to take a minority stake in the company. The move is seen as doubling down on a partnership that created the Meta Ray-Ban smartglasses.
July 18th, 2024 — Source

Samsung acquired Oxford Semantic Technologies to boost Galaxy AI
Samsung has acquired Oxford Semantic Technologies, a UK-based startup specializing in artificial intelligence (AI), data processing, and knowledge graph technology. The Korean conglomerate plans to use the firm's technologies to improve Galaxy AI.
July 18th, 2024 — Source

Samsung Electronics Announces Acquisition of Oxford Semantic Technologies, UK-Based Knowledge Graph Startup
Expected to provide ultra-personalized experiences by combining with Samsung's on-device AI technology
July 18th, 2024 — Source

Taiwan's TSMC second-quarter net profit jumps on Gen AI demand
Taiwan chip giant TSMC said Thursday net profit jumped by more than a third in the second quarter of 2024, buoyed by global demand for generative artificial intelligence products.
July 18th, 2024 — Source or Source

Computer — Business News — July 9th, 2024

Acer Announces June Consolidated Revenues at NT$28.19 Billion, Marking 12 Months of Consecutive YoY Growth, and Highest in 24 Months
Acer Inc. announced its consolidated revenues for June at NT$28.19 billion with 33.4% growth month-on-month and 7.1% growth year-on-year (YoY), achieving 12 consecutive months of YoY growth. Consolidated revenues for year-to-June reached NT$126.00 billion with 13.8% growth YoY, while revenues from the personal computers and displays[1] business grew 16.9% in Q2 and 15.8% YoY year-to-June.
July 9th, 2024 — Source

AMD's brand is now more valuable than Intel, Samsung, and Xbox, but Apple still reigns as king
Nvidia saw the largest yearly gains
July 9th, 2024 — Source

Apple, the world’s most valuable company, is first to close above $3.5 trillion market cap
Apple, the world’s most valuable company — which gave the world the templates for the modern personal computer, portable media player, online music store, smartphone, tablet, smartwatch, spatial computer, and more — shattered another record on Tuesday, becoming the first company in history to close regular trading with a market cap exceeding $3.5 trillion.
July 9th, 2024 — Source

Intel begins groundwork on Magdeburg chip fab despite 13 remaining regulatory and environmental objections
Chip production is now expected to start between 2029 and 2030.
July 9th, 2024 — Source

Samsung Electronics To Provide Turnkey Semiconductor Solutions With 2nm GAA Process and 2.5D Package to Preferred Networks
Samsung Electronics, a world leader in advanced semiconductor technology, today announced that it will provide turnkey semiconductor solutions using the 2-nanometer (nm) foundry process and the advanced 2.5D packaging technology Interposer-Cube S (I-Cube S) to Preferred Networks, a leading Japanese AI company.
July 9th, 2024 — Source or Source

Thousands of Samsung workers strike for better pay and conditions
As announced last week, the National Samsung Electronics Union (NSEU) launched a three-day general strike on Monday. Thousands of employees halted work on Monday and continued the strike on Tuesday, the Korean media reports. The union representing around 30,000 Samsung workers is demanding better pay and improved working conditions.
July 9th, 2024 — Source

Computer — Business News — July 5th, 2024

Huawei says China's AI progress will not be stopped by US sanctions on GPUs and chipmaking tech
Huawei exec says Chinese innovation cannot be stopped.
July 5th, 2024 — Source

Samsung's Q2 2024 profits exceed forecasts with 1,450% increase
For the second quarter running, Samsung's earnings surpassed industry estimates. The company expects to earn a profit of around KRW 10.4 trillion (approx. $7.5 billion) in Q2 2024.
July 5th, 2024 — Source

Computer — Business News — July 4th, 2024

Microsoft lay-offs continue
Microsoft had some negative press earlier this year, after announcing mass layoffs a few months after closing its blockbuster acquisition of Activision Blizzard King. Unfortunately, it seems the troubles aren't over just yet, as reports of another round of lay-offs at Microsoft are now hitting the web.
July 4th, 2024 — Source

Nanya and Winbond Boost Memory Production Amid Rising Demand and Prices
As memory prices and volumes increase, manufacturers Nanya and Winbond have ceased the production cuts they implemented last year, with production now back to normal levels. Market research agencies and supply chain analysts indicate that memory shipments are expected to continue recovering in Q3 2024.
July 4th, 2024 — Source

Computer — Business News — July 2nd, 2024

Huawei reportedly facing bad AI chip yields for processors made at Chinese fab SMIC: Report
Four out of five Ascend 910B AI processors reportedly have defects.
July 2nd, 2024 — Source

Samsung union to stage largest strike yet over unmet demands
A group of unionized Samsung workers has announced a general strike demanding better pay and more time off. The three-day strike will begin on July 8 and follow a one-day walkout in June. The strikes come after the company failed to negotiate a deal with the union.
July 2nd, 2024 — Source

Computer — Business News — June 28th, 2024

Q3 Contract Prices of NAND Flash Products Constrained by Increased Production and Lower End-User Demand; Estimated to Rise by 5-10%
TrendForce reports that while the enterprise sector continues to invest in server infrastructure—especially with the rising adoption of AI driving demand for enterprise SSDs—the consumer electronics market remains lackluster. This, combined with NAND suppliers aggressively ramping up production in the second half of the year, is expected to push the NAND Flash sufficiency ratio up to 2.3% in the third quarter, curbing the blended price hike to a modest 5-10%.
June 28th, 2024 — Source

Computer — Business News — June 22nd, 2024

TSMC To Experiment With "Rectangular Substrates", Tripling Performance Through Higher Area Utilization
TSMC is looking to explore a revolutionary route in semiconductors by developing "advanced chip packaging" using rectangular substrates.
June 22nd, 2024 — Source

Computer — Business News — June 21st, 2024

Fire at Micron's Taichung, Taiwan facility reportedly caused by high-pressure gas leak — no injuries reported, fab operating normally
Taichung authorities investigating the cause of the leak
June 21st, 2024 — Source

Computer — Business News — June 20th, 2024

TSMC N3 production and packaging prices to increase by up to 20%, say reports
Will it impact the price of your next GeForce?
June 20th, 2024 — Source

Computer — Business News — June 14th, 2024

Apple worker's tax form showed he made $10,000 more than a woman doing the same job: Now she's suing
Justina Jong's revelation that she was being paid less at Apple because she's female came from an unexpected place: an office printer.
June 14th, 2024 — Source

Rambus Unveils Cutting-Edge PCIe 7.0 IP Portfolio, Focusing On AI Applications
Rambus has unveiled its cutting-edge PCIe 7.0 IP portfolio, focusing on the next-gen high-end data centers and AI applications.
June 14th, 2024 — Source

Computer — Business News — June 12th, 2024

Apple Is The World's First Trillion-Dollar Brand, According To Research Firm, But It Had A Slow Year-Over-Year Change Compared To Other Companies
The lack of penetration in the AI space has not hampered Apple's growth, at least according to research firm Kantar. The California-based giant has achieved a new milestone, becoming the first trillion-dollar brand in 2024. The company has beaten the likes of Google, Microsoft, and others, retaining its number one position for the third consecutive year. However, while there is no denying Apple's legendary status, the latest report reveals that its annual growth was slower compared to the other brands.
June 12th, 2024 — Source

Gigabyte embraces AI branding for new-gen hardware
At Computex 2024, we were given access to a host of new products from Gigabyte in a guarded room -- away from the main show floor. Almost everything now has the letters 'Ai' stamped on it, from screens and graphics cards to AMD and intel motherboards. It's not always immediately clear what the Ai specific feature is. For example, the TRX50 boards that first came to light back in October, now all seem to have 'Ai TOP' embossed on their boxes and PCBs.
June 12th, 2024 — Source

DNP starts producing 8-Gen FMM masks at its new $140 million Kuosaki plant
Dai Nippon Printing (DNP) announced that it has started mass producing fine metal masks (FMM) at its new production line at Kurosaki Plant, in Fukuoka, Japan. DNP invested $140 million to expand the production line.
June 12th, 2024 — Source

Microsoft sued by ParTec in Texas over AI supercomputer patents
German HPC outfit asks for damages, injunction that would see Azure AI shut down
June 12th, 2024 — Source

Computer — Business News — June 7th, 2024

Ex-employee claims Amazon sold facial recognition tech to Russia
Amazon reached out to clarify things. The company said the following: “We are denying the claim that we breached our ban on the police use of our facial recognition technology. The statement about the moratorium not amounting to a legal obligation is taken from legal documents pertaining to a matter of law for an employment tribunal and makes a legal point only.”
June 7th, 2024 — Source

Huawei And Optica Foundation Forced To Cut Ties Due To The Discovery Of Their Involvement, Washington-Based Non-Profit Said It Will Return All Funds
For two years, Huawei had been funding U.S. research and awarded scientists millions in prize money. All of the funneling was handled by Optica Foundation, with its CEO Elizabeth Rogan, who previously stated that there was nothing unusual about this practice.
June 7th, 2024 — Source

Computer — Business News — June 6th, 2024

Amazon buys Indian video streaming service MX Player
Amazon has agreed to acquire key assets of Indian video streaming service MX Player from the local media powerhouse Times Internet, the latest step by the e-commerce giant to make its services and brand popular in smaller cities and towns in the key overseas market.
June 6th, 2024 — Source

ARM To Gain "More Than 50%" Share In Windows PC Markets, Claims Firm's CEO
ARM's share over the Windows PC markets is expected to increase up to 50% as the firm gains massive architecture adoption from the industry amid the AI hype.
June 6th, 2024 — Source

Nvidia overtakes AAPL to exceed $3T value, wins an antitrust investigation
Nvidia has overtaken AAPL in the market cap stakes, as its valuation exceeded $3T. The company's rise in value has been truly spectacular, increasing from $2T back in February to more than $3T just four months later.
June 6th, 2024 — Source

TSMC Believes Its Impossible For Huawei "China" To Catch Up In The Semiconductor Race
TSMC, the world's leading semiconductor firm, believes that Huawei "China" & other "emerging" competitors are no trouble for the company.
June 6th, 2024 — Source

TSMC unit, NXP of Netherlands unveil Singapore chip plant plan
An affiliate of Taiwan chip titan TSMC has joined Dutch chip maker NXP to announce plans to build a new US$7.8 billion factory in Singapore to make processors for the auto and mobile end markets.
June 6th, 2024 — Source

ZutaCore And Wiwynn Announce Strategic Partnership
ZutaCore, a direct-to-chip, waterless liquid cooling solution, announced a strategic partnership with Wiwynn, a prominent cloud IT infrastructure provider for hyperscale data centers. This collaboration promotes sustainable AI throughout the hyperscaler ecosystem.
June 6th, 2024 — Source

Computer — Business News — May 31st, 2024

Growing Demand for High-Capacity Storage Propels Enterprise SSD Revenue Up by Over 60% in 1Q24
TrendForce reports that a reduction in supplier production has led to unmet demand for high-capacity orders since 4Q23. Combined with procurement strategies aimed at building low-cost inventory, this has driven orders and significantly boosted enterprise SSD revenue, which reached US$3.758 billion in 1Q24—a staggering 62.9% QoQ increase.
May 31st, 2024 — Source

Samsung Strike Has No Immediate Impact on Memory Production, with No Shipment Shortages
The Samsung Electronics Union is reportedly planning to strike on June 7, TrendForce reports that this strike will not impact DRAM and NAND Flash production, nor will it cause any shipment shortages.
May 31st, 2024 — Source

STMicroelectronics to Build the World's First Fully Integrated Silicon Carbide Facility in Italy
STMicroelectronics, a global semiconductor leader serving customers across the spectrum of electronics applications, announces a new high-volume 200 mm silicon carbide ("SiC") manufacturing facility for power devices and modules, as well as test and packaging, to be built in Catania, Italy.
May 31st, 2024 — Source

Computer — Business News — May 30th, 2024

Intel Innovation returns in September with more AI discussion
Intel Innovation is returning in 2024. Last year's show was kicked off by a keynote presentation from CEO, Pat Gelsinger, during which we learned a lot about Intel Core Ultra (Meteor Lake) and Intel's new focus on local AI computing. At Intel Innovation 2024, the AI discussion will continue.
May 30th, 2024 — Source

MIPS To Showcase New Embedded and Edge AI Innovations At Computex
MIPS, a leading developer of efficient and configurable IP compute cores, will showcase the company's latest innovations and suite of system deployments at Computex 2024. As part of its activities at Computex 2024, MIPS will highlight its latest solutions demonstrating the company's differentiation around data movement to enable customers to achieve Edge AI innovation.
May 30th, 2024 — Source

MSI Demonstrates Advanced Applications of AIoT Simulated Smart City with Five Exhibition Topics
MSI, a world leader in AI PC and AIoT solutions, is going to participate in COMPUTEX 2024 from 6/4 to 6/7. With cutting-edge skills, MSI's AIoT team has been focusing on product development and hardware-software integration for AI applications in recent years, achieving great results on application development in various fields.
May 30th, 2024 — Source

MSI to Showcase AI Tech Marvels at COMPUTEX 2024
In response to the unstoppable AI trend, MSI, the global leader in AI PCs, gaming and AIoT solutions, is set to display our revolution: the AI era of computing, spanning AI-driven hardware to transformative software solutions in the prestige event.
May 30th, 2024 — Source or Source

Samsung Could Start 1nm Mass Production Sooner Than Expected
Samsung Foundry business is set to announce its technology roadmap and plans to strengthen the foundry ecosystem at the Foundry and SAFE Forum in Silicon Valley from June 12 to 13. Notably, Samsung is expected to advance its 1 nm process mass production plan, originally scheduled for 2027, to 2026.
May 30th, 2024 — Source

Computer — Business News — May 29th, 2024

AMD, Samsung Set To Team Up For Advanced 3-nanometer Chips – Report
Amidst a rumor filled month for the semiconductor industry, fresh reports from Korea indicate that AMD might team up with Samsung for the latter's 3-nanometer semiconductor manufacturing process technology. Samsung and TSMC are the only firms in the world that have shelf ready chip production lines available to firms such as AMD and NVIDIA. Their latest processes are the 3-nanometer nodes, and while they are similar in name, their transistors are designed differently.
May 29th, 2024 — Source

ASML's High-NA Lithography Machine Sets New Density Record
The company also wants to double the production speed of existing EUV machines.
May 29th, 2024 — Source

Bootstrapped for over a decade, this Dallas company just secured $110M to help people pay bills by text
Solutions by Text, a company that gives people a way to pay their bills and apply for loans via text messaging, has secured $110 million in new growth funding.
May 29th, 2024 — Source

More details arise about why Sam Altman was fired
OpenAI"s drama was swept under the rug, but apparently, someone has some new dirt. A former OpenAI board member spoke out about why Sam Altman was fired from his post temporarily.
May 29th, 2024 — Source

NAND Flash Industry Revenue Grew 28.1% in 1Q24, Growth Expected to Continue into Q2
TrendForce reports that adoption of enterprise SSDs by AI servers began in February, which subsequently led to large orders. Additionally, PC and smartphone customers have been increasing their inventory levels to manage rising prices. This trend drove up NAND Flash prices and shipment levels in 1Q24 and boosted quarterly revenue by 28.1% to US$14.71 billion.
May 29th, 2024 — Source

From financial crime fighters to net-zero defenders: 4 Oslo startups to watch
Norway's capital is a fast-growing tech hub
May 29th, 2024 — Source

Samsung Employees Are Going On Strike For The First Time In The Company"s History, Demanding Higher Salaries And Bonuses
The National Samsung Electronics Union, or NSEU, has called for a single-day protest against the Korean technology giant, making it the first time that an employee count of the thousands is raising their voices against the company. The Union is demanding a salary raise, along with additional bonuses linked to Samsung"s earnings.
May 29th, 2024 — Source

Researchers crack 11-year-old password, recover $3 million in bitcoin
A flaw with the digital wallet and a bit of luck did the trick.
May 29th, 2024 — Source

Computer — Business News — May 25th, 2024

NVIDIA Slashes H20 AI GPU Pricing In China To Compete With Domestic Alternatives From Huawei
NVIDIA is looking to make an impact in Chinese markets by slashing the pricing of its AI GPUs in order to cope with fierce regional competition.
May 25th, 2024 — Source

South Korea looks beyond NAND, wants tech companies to increase their focus on processors
The country has traditionally dominated memory manufacturing
May 25th, 2024 — Source

Computer — Business News — May 24th, 2024

Biden administration plans to resume Trump tariffs on China-made GPUs and motherboards
Are the prices of GPUs and other PC components on the way up, again?
May 24th, 2024 — Source or Source

Micron told to pay $445M in memory patent infringement case
Case brought by Netlist involved DRAM modules in computer systems
May 24th, 2024 — Source

Nvidia CEO Expects AI Video to Create Yet More Demand for Computer Chips
The past 12 months have seen artificial intelligence computing company Nvidia go stratospheric as the generative AI boom saw it become one of the most valuable companies in the world. And CEO Jensen Huang says that shows no sign of abating thanks to the expected surge in AI video.
May 24th, 2024 — Source

Computer — Business News — May 23rd, 2024

NVIDIA Announces Financial Results for 1Q Fiscal 2025, Data Center Revenue Now 10x Gaming Revenue
NVIDIA today reported revenue for the first quarter ended April 28, 2024, of $26.0 billion, up 18% from the previous quarter and up 262% from a year ago. For the quarter, GAAP earnings per diluted share was $5.98, up 21% from the previous quarter and up 629% from a year ago. Non-GAAP earnings per diluted share was $6.12, up 19% from the previous quarter and up 461% from a year ago.
May 23rd, 2024 — Source

Nvidia could be working on "AI PC" chips to compete with Intel, AMD and Qualcomm next year
Nvidia and Dell hinted at AI PC plans for 2025
May 23rd, 2024 — Source

Samsung Loses Qualcomm As One Of Its Top Five Revenue Sources, As Chipset Maker Shifts All Major Orders To Competitor TSMC
Qualcomm was considered one of Samsung's top five revenue resources. However, the San Diego company has shifted most of its chip orders to TSMC, dropping out of the Korean giant's list of major contributors. These turn of events may explain why Samsung is eager to commence mass production of its second-generation 3nm GAA process in the second half of 2024, likely to impress Qualcomm and bring it back to the table.
May 23rd, 2024 — Source

Toshiba Completes New 300-Millimeter Wafer Fabrication Facility for Power Semiconductors
Toshiba Electronic Devices & Storage Corporation ("Toshiba") today held a ceremony to mark the completion of a new 300-millimeter wafer fabrication facility for power semiconductors and an office building at Kaga Toshiba Electronics Corporation in Ishikawa Prefecture, Japan, one of Toshiba's key group companies. The completion of construction is a major milestone for Phase 1 of Toshiba's multi-year investment program.
May 23rd, 2024 — Source

Computer — Business News — May 21st, 2024

AMD Expands EPYC CPU Portfolio to Bring New Levels of Performance and Value for Small and Medium Businesses
AMD EPYC 4004 Series processors power an expanded range of entry level system designs from leading server providers
May 21st, 2024 — Source

Apple chipmaker TSMC makes contingency plans against Chinese invasion of Taiwan in 2027
The prospect of a Chinese invasion of Taiwan is a nightmare scenario that keeps western intelligence agencies awake at night, and there are growing concerns that this could happen in 2027.
May 21st, 2024 — Source

G.Skill Announces OC World Record Event 2024 Alongside New Product Launches
G.SKILL International Enterprise Co., Ltd., the world's leading brand of performance overclock memory and PC components, is excited to showcase multiple new products at Computex 2024, including new DDR5 memory, peripherals, and PC cases for PC enthusiasts. G.SKILL will also host two major annual extreme overclocking events at the G.SKILL Computex booth - the 10th Annual OC World Record Stage 2024 and the 8th Annual OC World Cup 2024 - as well as the 4th Annual G.SKILL Extreme Mod Stage 2024 to showcase creative system mods.
May 21st, 2024 — Source

If China invades Taiwan, ASML and TSMC can disable chip machines remotely
TMSC and its Dutch chip machine supplier ASML have made joint plans to remotely disable the machines in the event of an invasion of Taiwan by China.
May 21st, 2024 — Source

RISC-V Adoption to Grow 50% Yearly Due to AI Processor Demand
The open-source RISC-V instruction set architecture is shaping up for explosive growth over the next several years, primarily fueled by the increasing demand for artificial intelligence (AI) across industries. A new forecast from tech research firm Omdia predicts that shipments of RISC-V-based chips will skyrocket at an astonishing 50% annual growth rate between 2024 and 2030, sitting at a staggering 17 billion RISC-V units in 2030.
May 21st, 2024 — Source

Samsung Electronics Names Young Hyun Jun as New Head of Device Solutions Division
Samsung Electronics today announced that Young Hyun Jun was named as the new Head of Device Solutions (DS) Division to lead the Company's semiconductor business and strengthen its competitiveness amid an uncertain global business environment.
May 21st, 2024 — Source

Socialist Republic of Vietnam 'encourages' Apple supplier Foxconn to cut power use by 30%
Officials of the Socialist Republic of Vietnam have called on Apple supplier Foxconn to voluntarily reduce power use by 30% at its assembly plants in the north of the country where there were electricity outages last year, Reuters reports citing "two people familiar with the matter."
May 21st, 2024 — Source

TSMC's EUV machines are equipped with a remote self-destruct in case of an invasion
'If there is a military invasion, you will render TSMC factory non-operable,' says TSMC Chairman Mark Liu.
May 21st, 2024 — Source

Computer — Business News — May 17th, 2024

Citi Dampens The Mood Around NVIDIA's Upcoming Earnings
The current stock market rally has three principal legs to stand on: a belief in "immaculate disinflation," robust macroeconomic growth, and NVIDIA's AI-driven gains. Yet, if Citi's projections pan out, one of these legs is about to give way, at least momentarily.
May 17th, 2024 — Source

Computer — Business News — May 14th, 2024

BIOSTAR Announces COMPUTEX Taipei 2024 Participation With Exciting New AI Solutions
BIOSTAR, a leading manufacturer of motherboards, graphics cards, and storage devices, is excited to announce its participation at COMPUTEX Taipei 2024. From June 4 to June 7, BIOSTAR will showcase its pioneering AI Computing and System Integration Solutions at booth M1319 in the bustling Nangang Exhibition Center, Hall 1, 4F, Taipei, Taiwan.
May 14th, 2024 — Source

Foxconn reports sharp rise in first-quarter net profit
Taiwanese tech giant Foxconn on Tuesday reported a 72 percent jump in net profit during the first three months of 2024 as demand for artificial intelligence technology grows.
May 14th, 2024 — Source

Samsung Has Reportedly Failed To Pass HBM3E Memory Qualification Tests Set By NVIDIA
Industry reports now suggest that Samsung has failed to pass specific stages of HBM3E memory verification set by NVIDIA, potentially creating a roadblock for the Korean giant.
May 14th, 2024 — Source

Computer — Business News — May 13th, 2024

Arm wants to make its own chips as soon as 2025
The company is hoping to get prototype AI chip designs ready by the spring and full production going by the fall of next year.
May 13th, 2024 — Source

Microsoft to pay $242 million fine in Cortana patent lawsuit
Microsoft will pay a hefty $242 million fine for patent infringement in a lawsuit related to the company's virtual assistant, Cortana. According to the jury verdict, Microsoft's technology violated a patent owned by IPA Technologies, a subsidiary of Wi-LAN. Consequently, the jury awarded IPA $242 million in damages.
May 13th, 2024 — Source

Oracle CEO Safra Catz unpacks TikTok data security, generative AI's promise, and tech diversity
On hosting TikTok data for the US, Catz says rigorous vetting keeps things safe
May 13th, 2024 — Source

QNAP Strengthens Product Security through Collaboration with Trend Micro's Zero Day Initiative (ZDI)
QNAP Systems, Inc. is committed to enhancing the security of its products by engaging in international collaborations. Recently, the company participated in the Pwn2Own Toronto 2023 competition organized by Trend Micro's Zero Day Initiative (ZDI), resulting in valuable experiences and achievements. QNAP will continue to deepen its cooperation with international cybersecurity organizations to continuously improve product security, ensuring the best protection for users' data.
May 13th, 2024 — Source

Computer — Business News — May 10th, 2024

Acer Announces April Consolidated Revenues at NT$17.85 Billion, Marking 10 Months of Consecutive YoY Growth
Acer Inc. announced its consolidated revenues for April at NT$17.85 billion with 29.1% growth year-on-year (YoY), and achieving 10 consecutive months of YoY growth. Consolidated revenues for year-to-April reached NT$76.68 billion with 15.7% growth YoY.
May 8th, 2024 — Source

AMD Hits Record High Share in x86 Desktops and Servers in Q1 2024
Coming out of the dark times that preceded the launch of AMD's Zen CPU architecture in 2017, to say that AMD has turned things around on the back of Zen would be an understatement. Ever since AMD launched its first Zen-based Ryzen and EPYC processors for client and server computers, it has been consistently gaining x86 market share, growing from a bit player to a respectable rival to Intel (and all at Intel's expense).
May 8th, 2024 — Source

Apple supplier TSMC's sales jumped 60% in April on AI chip demand
Major Apple supplier Taiwan Semiconductor Manufacturing Co. (TSMC) saw April sales jump 60% to NT$236 billion (US$7.3 billion) as demand for artificial intelligence chips was bolstered by the beginnings of a recovery in consumer electronics.
May 8th, 2024 — Source

Computer — Business News — May 8th, 2024

3 Out of 4 Laptop PCs Sold in 2027 will be AI Laptop PCs
Personal computers (PCs) have been used as the major productivity device for several decades. But now we are entering a new era of PCs based on artificial intelligence (AI), thanks to the boom witnessed in generative AI (GenAI). We believe the inventory correction and demand weakness in the global PC market have already normalized, with the impacts from COVID-19 largely being factored in.
May 8th, 2024 — Source

AMD Receives IEEE 2024 Corporate Innovation Award for Leadership in Chiplet Design for High-Performance and Adaptive Computing
AMD received the prestigious 2024 Corporate Innovation Award from the Institute of Electrical and Electronics Engineers (IEEE) during a May 3 ceremony in Boston. The award recognizes AMD for pioneering the development and deployment of chiplet architecture designs for high-performance and adaptive computing.
May 8th, 2024 — Source

AMD was among the first companies to levera
AMD's x86 market share saw continued growth with server and client segments both gaining significant revenue shares in Q1 2024.
May 8th, 2024 — Source

HBM Market To Witness Price Surge Up To 10% By 2025 As Demand Set To Double Next Year
The AI hype has taken HBM demand to new heights and is expected to double by next year along with significant price hikes of up to 10%.
May 8th, 2024 — Source

Intel issues revenue warning after US revokes Huawei export licenses — further efforts to restrict China's access to AI chips
Intel and Qualcomm can no longer ship to Huawei.
May 8th, 2024 — Source

Samsung Electronics Named No.1 in Global OLED Monitor Market
Company achieves 34.7% of global OLED monitor market share within just one year of its first OLED monitor launch
May 8th, 2024 — Source

US blocks Intel and Qualcomm from selling chips to Huawei
The US government has blocked chip makers including Qualcomm and Intel from selling any processors to Huawei, according to Bloomberg. On the one hand that could set back Huawei's PC, smartphone, and tablet divisions in the coming years. On the other, Huawei's been preparing for this for years and has already begun making chips and software for its devices in-house.
May 8th, 2024 — Source

US revokes Intel and Qualcomm's licenses for chip sales to Huawei
Huawei released its first AI-enabled laptop last month.
May 8th, 2024 — Source

Computer — Business News — May 7th, 2024

Apple Reportedly Developing Custom Data Center Processors with Focus on AI Inference
Apple is reportedly working on creating in-house chips designed explicitly for its data centers. This news comes from a recent report by the Wall Street Journal, which highlights the company's efforts to enhance its data processing capabilities and reduce dependency on third parties to supply the infrastructure.
May 7th, 2024 — Source

DRAM Contract Prices for Q2 Adjusted to a 13-18% Increase; NAND Flash around 15-20%
TrendForce's latest forecasts reveal contract prices for DRAM in the second quarter are expected to increase by 13-18%, while NAND Flash contract prices have been adjusted to a 15-20% Only eMMC/UFS will be seeing a smaller price increase of about 10%.
May 7th, 2024 — Source

Computer — Business News — May 3rd, 2024

Microsoft will base part of senior exec comp on security, add deputy CISOs to product groups
Microsoft is changing its security practices, organizational structure, and executive compensation in an attempt to address a series of major security breaches, under growing pressure from government leaders and big customers.
May 3rd, 2024 — Source

Computer — Business News — May 1st, 2024

AMD Celebrates its 55th Birthday
AMD is now a 55-year-old company. The chipmaker was founded on May Day, 1969, and traversed practically every era of digital computing to reach where it is today—a company that makes contemporary processors for PCs, servers, and consumer electronics; GPUs for gaming graphics, professional visualization, and the all important AI HPC processors that are driving the latest era of computing.
May 1st, 2024 — Source

AMD datacenter sales surge 80% in Q1 despite market's lukewarm reception
Chip giant forecasts strong GPU growth amid mixed financial results
May 1st, 2024 — Source

AMD Reports First Quarter 2024 Financial Results
AMD today announced revenue for the first quarter of 2024 of $5.5 billion, gross margin of 47%, operating income of $36 million, net income of $123 million and diluted earnings per share of $0.07. On a non-GAAP basis, gross margin was 52%, operating income was $1.1 billion, net income was $1.0 billion and diluted earnings per share was $0.62.
May 1st, 2024 — Source

Microsoft announces its first data center in Thailand, pledges AI upskilling for 100k people
Microsoft has announced its plans to build a new data center in Thailand. The data center, which will be a first in the region, will expand Microsoft's enterprise-grade cloud services and enhance the underlying cloud and AI infrastructure for the region.
May 1st, 2024 — Source

Samsung Foundry Update: 2nm Unveil in June, Second-Gen SF3 3nm Hits Production This Year
As part of Samsung's Q1 earnings announcement, the company has outlined some of its foundry unit's key plans for the rest of the year. The company has confirmed that it remains on track to meeting its goal of starting mass production of chips on its SF3 (3 nm-class, 2nd Generation) technology in the second half of the year.
May 1st, 2024 — Source

The US government is auctioning the Cheyenne supercomputer: 145,152 CPU cores and 313 TB of RAM
This 5.34-petaflops supercomputer could be yours
May 1st, 2024 — Source

Computer — Business News — April 30th, 2024

AMD Reports First Quarter 2024 Financial Results
AMD today announced revenue for the first quarter of 2024 of $5.5 billion, gross margin of 47%, operating income of $36 million, net income of $123 million and diluted earnings per share of $0.07. On a non-GAAP basis, gross margin was 52%, operating income was $1.1 billion, net income was $1.0 billion and diluted earnings per share was $0.62.
April 30th, 2024 — Source

TSMC Readies 8x Reticle Super Carrier Interposer For Next-Gen Chips Twice as Large As Today's
TSMC is no stranger to building big chips. Besides the ~800mm2 reticle limit of their normal logic processes, the company already produces even larger chips by fitting multiple dies on to a single silicon interposer, using their chip-on-wafer-on-substrate (CoWoS) technology.
April 30th, 2024 — Source

Computer — Business News — April 28th, 2024

The Chips Act is rebuilding US semiconductor manufacturing, so far resulting in $327 billion in announced projects
About half of the $39 billion in Chips Act incentives has been spent
April 28th, 2024 — Source

Computer — Business News — April 27th, 2024

ASML claims US ban on servicing China chipmaking tools will not hurt the company
Only a few Chinese fabs would be affected.
April 27th, 2024 — Source

Google plans to invest $2 billion to build data center in northeast Indiana, officials say
Google plans to invest $2 billion to build a data center in northeastern Indiana that will help power its artificial intelligence technology and cloud business, company and state officials said Friday.
April 27th, 2024 — Source

Intel needs $2 Billion for New Ireland fab — courting three venture capital firms for continued expansion
Intel gets one step closer to funding a potential Fab 32 upgrade.
April 27th, 2024 — Source

Computer — Business News — April 26th, 2024

Chip battle between Intel, Samsung and TSMC intensifies after announcement
According to Nikkei Asia, TSMC announced on Wednesday that it will start producing chips using its 1.6nm process node by 2026. The world's top contract foundry made the announcement during the North America Technology Symposium held in Santa Clara, California. This year, TSMC's most cutting-edge application processors for smartphones will be built using its second-generation 3nm process node (N3E).
April 26th, 2024 — Source

Intel Isn't Sweating Its Soft Outlook, Says Demand For Core Ultra-Powered AI PCs Is Hot
The results are in for Intel's first quarter earnings and while investors sent the stock sliding in after hours trading on a soft Q3 outlook, the chip maker remains confident in its position. We'll get to that in a moment, but first let's discuss how Intel fared in the first quarter, both overall and among its individual business divisions.
April 26th, 2024 — Source

Intel's Embrace of High-NA EUV Lithography and TSMC's Reluctance Threatens to Flip the Prevailing Industry Supremacy Paradigm
With Bernstein analysts calling on their clients to abandon Intel until at least 2030, the erstwhile behemoth in the chipmaking sphere is at a cyclical nadir and is expected to remain there for the next few years as it continues to lose revenue and surrender its margins.
April 26th, 2024 — Source

Intel's revenues are up year-over-year, but foundry unit loses $2.5 billion
As PC market comes back, so do Intel's financial results.
April 26th, 2024 — Source

TeamGroup's T-FORCE & T-CREATE Takes Home Four Awards at 2024 Red Dot Design Award
Team Group Inc. has been committed to developing a wide range of memory products for years and has received international recognition for long-term efforts. Today, TEAMGROUP proudly announces that the gaming label and creator label, T-FORCE and T-CREATE, have taken home four awards from the Red Dot Design Award 2024 for the T-FORCE DARK AirFlow I SSD Cooler, T-FORCE SIREN GD120S AIO SSD Cooler, T-FORCE XTREEM DDR5 Desktop Memory, and T-CREATE CinemaPr P31 External SSD.
April 26th, 2024 — Source

TSMC Jumps Into Silicon Photonics, Lays Out Roadmap For 12.8 Tbps COUPE On-Package Interconnect
Optical connectivity -- and especially silicon photonics -- is expected to become a crucial technology to enable connectivity for next-generation datacenters, particularly those designed HPC applications. With ever-increasing bandwidth requirements needed to keep up with (and keep scaling out) system performance, copper signaling alone won't be enough to keep up.
April 26th, 2024 — Source

Two Chinese nationals charged in US with trying to export banned semiconductor machinery to China — one arrested in Chicago
Illegal exports to fight the chip war
April 26th, 2024 — Source

Western Digital Reports Fiscal Third Quarter 2024 Financial Results
"As evidenced by our excellent third quarter results, Western Digital continues improving through-cycle profitability and dampening business cycles by leveraging our strategy of developing a diversified portfolio of industry-leading products across a broad range of end markets," said David Goeckeler, Western Digital CEO.
April 26th, 2024 — Source

Computer — Business News — April 24th, 2024

Acer Among Top 5% Scoring Companies in S&P Global Corporate Sustainability Assessment
Acer is listed in Sustainability Yearbook 2024 for fourth consecutive year
April 24th, 2024 — Source

Qualcomm responds to benchmark cheating allegations — Snapdragon X Elite/Plus benchmarks claimed to be fraudulent
Seriously concerning news for Qualcomm's latest
April 24th, 2024 — Source

Rapidus US chief says AI chip crunch, supply chain paranoia make for an ideal growth climate
Japanese foundry upstart aims to bolster domestic production while catering to growing demand for custom accelerators
April 24th, 2024 — Source

Computer — Business News — April 22nd, 2024

Apple carries $108 billion in long-term debt
Some investors might worry that Apple carries $108 billion of long-term debt on its balance sheet. That debt figure alone would qualify as the world's 139th-most-valuable company. Can Apple afford this massive amount of debt?
April 22th, 2024 — Source

AI Breathes Life Into Sagging PC Shipments, Finally Sparking A Rebound
Following a brutal eight quarters of declining shipments, the PC market is back on the upswing, growing in the neighborhood of 3% in the first quarter of 2024, according the latest audit by the bean counters at Counterpoint Research. Not surprisingly, the long overdue return to growth comes on the heels of an industry-wide push into AI territory and the advent of what's being marketed as the AI PC.
April 22th, 2024 — Source

Commerce Secretary Raimondo points to Huawei's chip as evidence of effective US sanctions
"We've out-innovated China"
April 22th, 2024 — Source

SSD & HDD Prices Could Skyrocket As Seagate & Western Digital Highlight Increased Demand
We have consistently reported on the uptrend in SSD prices in the past, which is associated with simply how the markets are trying to recover their lost profits due to adverse financial growth for the past consecutive quarters. With COVID-19 coming into effect, followed by weakened consumer demand, companies saw massive inventory levels, and corrections required selling at losses.
April 22th, 2024 — Source

Computer — Business News — April 19th, 2024

Turtle Beach retires Roccat brand but peripherals will live on
Roccat has been around for years and we reviewed many of their PC gaming peripherals over that time. The company was acquired by another peripheral maker, Turtle Beach, back in 2019. Now, Roccat is retired and folded into the Turtle Beach brand moving forward, marking an end to Roccat peripherals.
April 19th, 2024 — Source

Computer — Business News — April 17th, 2024

ASML profits plunge 40% amid dip in chipmaking tool orders
Except in China, where customers accounted for almost half of the photolithography giant's top line
April 17th, 2024 — Source

Google's laying off more people, shifts roles to other countries
While the year 2024 has been great for Google's AI technology, it has not been great for Google's workers (or, shall we say, "former workers"). The company has been shedding employees like crazy, and the layoffs don't seem to be slowing down. According to a new report, Google is laying off even more people, and it shifted some roles to other countries.
April 17th, 2024 — Source

Here's Where Lenovo Products Are Made Today
Founded in November 1984, Lenovo is a multinational tech company with roots in Beijing, China. While it is known as the largest maker of PCs worldwide, Lenovo has diversified its product lines from smart devices and tablets, to mobile phones and TVs. Through the years, Lenovo has become a household name globally, gracing everywhere from our homes to outer space. But, where are Lenovo devices made exactly, and why does it matter?
April 17th, 2024 — Source

Report criticizes Apple, Google, TikTok, and other tech giants for lack of sufficient ad transparency
The 'free internet' lives off of ads. But, of course, spying on your info to get you a nice relatable ad breaks at least some privacy boundaries. So, people started demanding ad transparency (iPhones even got a feature called App Tracking Transparency). However, now it seems the ad transparency we got isn't... that transparent.
April 17th, 2024 — Source

Computer — Business News — April 15th, 2024

Samsung awarded $6.4 billion CHIPS Act grant to build 'semiconductor ecosystem' in Texas
This follows the company announcing a major $44 billion investment in the state.
April 15th, 2024 — Source

TSMC Sees Big Share Price Target Boost On Back Of Intel Orders, A.I. Demand
TSMC's crucial place in the global semiconductor industry - which places it at the heart of the chip supply chain for firms unable to fabricate their silicon - also means that its financials are a barometer for the performance of the broader semiconductor industry. With the current mania surrounding artificial intelligence, the earnings report is quite important as it allows the industry to see the number of orders flowing through the fabs in Taiwan.
April 15th, 2024 — Source

US lawmakers rage over Intel Meteor Lake-powered Huawei PC
Special export license granted to Intel by President Trump unlikely to be renewed
April 15th, 2024 — Source

Computer — Business News — April 12th, 2024

Nearly 90% of chips used in Russia come from China despite US sanctions: Report
Chinese distributors ship everything that their Russian customers demand.
April 12th, 2024 — Source

Semiconductor market declined in 2023 after two years of growth
The global semiconductor industry suffered a minor revenue decline in 2023. According to market research firm Omdia, the revenue declined 9% from 2022, going down from $597.7 billion to $544.8 billion. Other research firms, including Counterpoint and Gartner, Sourcealso estimated a similar drop.
April 12th, 2024 — Source

TSMC's $65 billion bet still leaves US missing piece of chip puzzle
TSMC will begin making 2 nm chips in Arizona starting in 2028.
April 12th, 2024 — Source

Computer — Business News — April 11th, 2024

Demand for HDDs by AI companies has pushed prices up 20%, more hikes expected
SSDs are also getting more expensive
April 11th, 2024 — Source

Computer — Business News — April 10th, 2024

Apple supplier TSMC's Q1 revenue rise beats market expectations
Major Apple supplier TSMC reported a 16.5% rise in first-quarter revenue on Wednesday, beating market expectations and at the high end of the company's own guidance as its sales boom on demand for artificial intelligence applications.
April 10th, 2024 — Source

Women face exclusion from cybersecurity roles
A new report uncovers widespread gender disparities in the cybersecurity workplace, with women encountering exclusion at twice the rate of men.
April 10th, 2024 — Source

Computer — Business News — April 5th, 2024

Apple lays off more than 600 workers in California in its first major round of post-pandemic cuts
Apple is laying off more than 600 workers in California, marking the company's first big wave of post-pandemic job cuts amid a broader wave of tech industry consolidation.
April 5th, 2024 — Source

Intel confirms new round of layoffs in its Sales and Marketing Group
Earlier, Intel reported a $7 billion loss in 2023, prompting a new restructuring plan.
April 5th, 2024 — Source

Liquid cooling specialist snags Microsoft datacenter wizard as advisor
Iceotope will need the help as it navigates the frosty waters of global expansion
April 5th, 2024 — Source

SK hynix to Build $3.87 Billion Memory Packaging Fab in the U.S. for HBM4 and Beyond
SK hynix this week announced plans to build its advanced memory packaging facility in West Lafayette, Indiana. The move can be considered as a milestone both for the memory maker and the U.S., as this is the first advanced memory packaging facility in the country and the company's first significant manufacturing operation in America. The facility will be used to build next-generation types of high-bandwidth memory (HBM) stacks when it begins operations in 2028.
April 5th, 2024 — Source

Computer — Business News — April 4th, 2024

Intel CEO: Foundry Business Won't be Profitable Until 2030
Pat Gelsinger has finally pulled the covers back a bit on its fledgling foundry business.
April 4th, 2024 — Source

Intel foundry sees $7 billion in losses and doesn't expect to break even until 2027
Intel's CEO says these losses are partially due to the company failing to switch to more efficient manufacturing machines.
April 4th, 2024 — Source

Computer — Business News — April 2nd, 2024

Hailo lands $120 million to keep battling Nvidia as most AI chip startups struggle
The funding climate for AI chip startups, once as sunny as a mid-July day, is beginning to cloud over as Nvidia asserts its dominance.
April 2nd, 2024 — Source

Intel Shares Details Of Multi Billion Dollar Plan To Battle With Taiwan's TSMC
Semiconductor manufacturer Intel Corporation shared details about its Intel Foundry business division earlier today as part of a change in its financial reporting format that now includes the contract manufacturing chip division as a separate line item.
April 2nd, 2024 — Source

Computer — Business News — March 29th, 2024

Omdia: Samsung leads the small and medium AMOLED market with a 43% market share in 2023
Omdia released its small and medium (9-inch and lower) AMOLED market share information for 2023, saying that even though Samsung's market share was lower than 50% for the first time, it stills leads the market by a large margin, with a 43% market share.
March 29th, 2024 — Source

Samsung Semiconductor Discusses "Water Stress" & Impact of Production Expansion
"The Earth is Blue," said Yuri Gagarin, the first human to journey into space. With two-thirds of its surface covered in water, Earth is a planet that exuberates its blue radiance in the dark space. However, today, the scarcity of water is a challenge that planet Earth is confronted with. For some, this may be hard to understand. What happened to our blue planet Earth? To put in numbers, more than 97% of the water on Earth consists of seawater, with another 2% locked in ice caps.
March 29th, 2024 — Source

Computer — Business News — March 28th, 2024

Lenovo Anticipates Great Demand for AMD Instinct MI300X Accelerator Products
Ryan McCurdy, President of Lenovo North America, revealed ambitious forward-thinking product roadmap during an interview with CRN magazine. A hybrid strategic approach will create an anticipated AI fast lane on future hardware—McCurdy, a former Intel veteran, stated: "there will be a steady stream of product development to add (AI PC) hardware capabilities in a chicken-and-egg scenario for the OS and for the (independent software vendor) community to develop their latest AI capabilities on top of that hardware...So we are really paving the AI autobahn from a hardware perspective so that we can get the AI software cars to go faster on them."
March 28th, 2024 — Source

Computer — Business News — March 27th, 2024

China's President Believes Nation's Technological Development Unhindered, Despite Equipment Restrictions
Earlier today, Dutch Prime Minister Mark Rutte met with China's President Xi Jinping—fresh reportage has focused on their discussion of technological trade restrictions. Holland's premier had to carefully navigate the conversation around recent global tensions, most notably the prevention of fancy ASML chipmaking equipment reaching the Chinese mainland.
March 27th, 2024 — Source

Climate change puts global semiconductor manufacturing at risk. Can the industry cope?
Semiconductors are the basic building blocks of microchips. These technological marvels are in everything from lightbulbs and toothbrushes to cars, trains and planes, not to mention the vast array of electronics that have become integral to many people's daily lives.
March 27th, 2024 — Source

Report Suggests Naver Siding with Samsung in $752 Million "Mach-1" AI Chip Deal
Samsung debuted its Mach-1 generation of AI processors during a recent shareholder meeting—the South Korean megacorp anticipates an early 2025 launch window. Their application-specific integrated circuit (ASIC) design is expected to "excel in edge computing applications," with a focus on low power and efficiency-oriented operating environments.
March 27th, 2024 — Source

Computer — Business News — March 25th, 2024

Huawei and SMIC Prepare Quadruple Semiconductor Patterning for 5 nm Production
According to Bloomberg's latest investigation, Huawei and Semiconductor Manufacturing International Corporation (SMIC) have submitted patents on the self-aligned quadruple patterning (SAQP) pattern etching technique to enable SMIC to achieve 5 nm semiconductor production.
March 25th, 2024 — Source

InnoGrit Starts Mass Producing YRS820 PCIe 5.0 Controller, Based on RISC-V Architecture
InnoGrit's low-wattage 12 nanometer IG5666 controller popped up on the T-FORCE GE PRO PCIe 5.0 SSD series earlier in the year, but attention has turned to another consumer-grade design.
March 25th, 2024 — Source

Layoff to Liftoff: Surviving Downsizing in the Tech Industry
Kodeco's guide to surviving tech layoffs offers actionable tips on stress management, job search strategies, and staying productive post-layoff to prepare for your comeback.
March 25th, 2024 — Source

Samsung to Battle Nvidia in 2025 With Its New Mach-1 AI Chip
The company is pouring billions into R&D with plans to disrupt the AI market in the near future.
March 25th, 2024 — Source

What the success of Google Maps on iPhone tells us about Apple and monopolies -- and what the DOJ needs to understand about good products
Being popular isn't a bad thing
March 25th, 2024 — Source

Computer — Business News — March 22nd, 2024

Fujitsu to shutter operations in Republic of Ireland
In wake of Post Office Horizon scandal, global execs set new profit target, and Irish ops fell short
March 22nd, 2024 — Source

Gaming PC shipments dropped 13.2% in 2023 while gaming monitors saw growth
Monitors are getting cheaper as gaming PCs become more expensive
March 22nd, 2024 — Source

Computer — Business News — March 20th, 2024

Altair SimSolid Transforms Simulation for Electronics Industry
Altair, a global leader in computational intelligence, announced the upcoming release of Altair SimSolid for electronics, bringing game-changing fast, easy, and precise multi-physics scenario exploration for electronics, from chips, PCBs, and ICs to full system design. "As the electronics industry pushes the boundaries of complexity and miniaturization, engineers have struggled with simulations that often compromise on detail for expediency.
March 20th, 2024 — Source

Gaming PC shipments suffered in 2023, this is what's expected in 2024
The analyst firm IDC has announced that it expects to see gaming PCs and monitors grow in 2024. For monitors, this will be a continuation in growth compared to 2023 but for gaming PCs this will be a return to growth following a decline in shipments in 2023.
March 20th, 2024 — Source

Intel Gets $19.5 Billion in Federal Funding and Loads of Tax Credits To Bolster Its Planned $100 Billion Spending Spree in the US
Ever since its passage in 2022, the CHIPS and Science Act - a signature reform of the Biden Administration that authorized $280 billion in new funding to improve the technological standing of the US, including $52.7 billion (PDF) to bolster the R&D and manufacturing of semiconductors - has been largely stuck in the doldrums.
March 20th, 2024 — Source

MIPS Expands Global Footprint with New Design Center and Talent for Systems Architects and AI Compute
MIPS, a leading developer of efficient and configurable compute cores, today announced the company's global expansion with the launch of a new R&D center in Austin, TX, making this the second office expansion in Texas after Dallas. MIPS plans to tap into the growing AI engineering talent in Texas and continue to build deeper roots in the community by partnering with local universities and schools.
March 20th, 2024 — Source

Samsung Prepares Mach-1 Chip to Rival NVIDIA in AI Inference
During its 55th annual shareholders' meeting, Samsung Electronics announced its entry into the AI processor market with the upcoming launch of its Mach-1 AI accelerator chips in early 2025. The South Korean tech giant revealed its plans to compete with established players like NVIDIA in the rapidly growing AI hardware sector. The Mach-1 generation of chips is an application-specific integrated circuit (ASIC) design equipped with LPDDR memory that is envisioned to excel in edge computing applications.
March 20th, 2024 — Source

Sony Semiconductor Solutions Selects Cutting-Edge AMD Adaptive Computing Tech
Yesterday, AMD announced that its cutting-edge adaptive computing technology was selected by Sony Semiconductor Solutions (SSS) for its newest automotive LiDAR reference design. SSS, a global leader in image sensor technology, and AMD joined forces to deliver a powerful and efficient LiDAR solution for use in autonomous vehicles.
March 20th, 2024 — Source

SSD Manufacturers Increasing Production Capacities Amid Market Recovery Due To Price Hikes
SSD manufacturers have started to capitalize on the extensive price hikes on consumer products, as they are now bumping up production capacities.
March 20th, 2024 — Source

VMware Announces Initial Availability For VMware Private AI Foundation With NVIDIA
During the 2023 VMware Explore event, VMware announced VMware Private AI and VMware Private AI Foundation in collaboration with NVIDIA. At NVIDIA GTC this week, VMware took it one step closer by announcing the initial availability of VMware Private AI Foundation with NVIDIA. This collaboration resulted in the development of a platform built on VMware Cloud Foundation that incorporates NVIDIA's AI inference microservices. The platform also includes contributions from companies like Hugging Face.
March 20th, 2024 — Source

Computer — Business News — March 18th, 2024

2024 HBM Supply Bit Growth Estimated to Reach 260%, Making Up 14% of DRAM Industry
TrendForce reports that significant capital investments have occurred in the memory sector due to the high ASP and profitability of HBM. Senior Vice President Avril Wu notes that by the end of 2024, the DRAM industry is expected to allocate approximately 250K/m (14%) of total capacity to producing HBM TSV, with an estimated annual supply bit growth of around 260%.
March 14th, 2024 — Source

ASML Celebrates First Installation of Twinscan NXE:3800E Low-NA EUV Litho Tool
ASML celebrated an important milestone last week—the company's social media account shared news about their third generation extreme ultraviolet (EUV) lithography tool reaching an unnamed customer: "chipmakers have a need for speed! The first Twinscan NXE:3800E is now being installed in a chip fab.
March 14th, 2024 — Source

Dell tells remote workers that they won't be eligible for promotion
Big turnaround from Dell's previous pro-WFH stance.
March 14th, 2024 — Source

TSMC Reportedly Investing $16 Billion into New CoWoS Facilities
TSMC is experiencing unprecedented demand from AI chip customers—unnamed parties have (fancifully) requested the construction of entirely new fabrication facilities. Taiwan's leading semiconductor contract manufacturer seems to concentrating on "sensible" expansions, mainly in the area of CoWoS packaging output—according to an Economic Daily report, company leadership and local government were negotiating over the construction of four new advanced packaging plants.
March 14th, 2024 — Source

Taiwan's TSMC could expand to Japan, a report claims
More than half a year ago, we reported that a Japanese consortium wants to challenge TSMC and Samsung by producing chips using a 2nm process node by 2027.
March 14th, 2024 — Source

Computer — Business News — March 15th, 2024

Apple acquires AI startup specializing in overseeing manufacturing components
Apple has added another AI startup to its acquisition list with Canada-based DarwinAI, which specializes in vision-based tech to observe components during manufacturing to improve efficiency, Bloomberg reported.
March 15th, 2024 — Source or Source or Source

Inuru inaugerates its inkjet printing OLED lighting production line in Wildau
Germany-based OLED lighting developer Inuru inaugurated its new OLED lighting panel production line, the "Dragon Factory", in Wildau near Berlin, Germany. This is an important milestone for Inuru, which is focusing on medication packaging and entertainment applications. The production line is now ready, but it will probably take some time to ramp-up and achieve full-scale production.
March 15th, 2024 — Source

Tech Support Firms Agree to $26M FTC Settlement Over Fake Services
Restoro and Reimage agree to a $26 million settlement after selling fake antivirus and tech services to undercover FTC agents.
March 15th, 2024 — Source

US Government to Announce Massive Grant for Intel's Arizona Facility
According to the latest report by Reuters, the US government is preparing to announce a multi-billion dollar grant for Intel's chip manufacturing operations in Arizona next week, possibly worth more than $10 billion. US President Joe Biden and Commerce Secretary Gina Raimondo will make the announcement, which is part of the 2022 CHIPS and Science Act aimed at expanding US chip production and reducing dependence on China and Taiwan manufacturing.
March 15th, 2024 — Source

Computer — Business News — March 14th, 2024

Acer Reports FY2023 Net Income of NT$4.93 Billion and Announces NT$1.6 Cash Dividend Per Share
Acer Inc. announced today its financial results for the fourth quarter of 2023 and fiscal 2023 ended December 31. In the fourth quarter, Acer reported consolidated revenues of NT$63.15 billion, gross profits of NT$6.91 billion with 10.9% margin, operating income of NT$1.39 billion with 2.2% margin, and net income [1] of NT$1.02 billion with earning-per-share (EPS) of NT$0.34.
March 14th, 2024 — Source

Crypto miners are buying up all the Ryzen 9 7950X stock
We've seen plenty of PC hardware supply issues in recent years, in part due to crypto mining farms buying up large portions of available stock. This problem has resurfaced in 2024, but miners aren't buying up all the GPUs this time, instead their attention has turned to the Ryzen 9 7950X, which is currently flying off of shelves.
March 14th, 2024 — Source

Computer — Business News — March 14th, 2024

Bitcoin hits new all-time high of $72,700 but one index warns we're in 'extreme greed' territory
The crypto scene continues to remain so hot that bitcoin is hitting one new high after another. It surpassed $72,700 on Monday. This was initially driven by the approval of spot bitcoin ETFs, but is now being pushed higher ahead of a "halving" event, which will limit the amount of new supply put into circulation from bitcoin miners.
March 14th, 2024 — Source

Bitcoin zooms to record beyond $72,000
Bitcoin raced to an all-time peak above $72,000 Monday as the world's most popular cryptocurrency won further support on greater trading accessibility and dollar weakness.
March 14th, 2024 — Source

Dealing with the rise of hybrid and remote working [Q&A]
The pandemic led to a dramatic shift in working patterns with many more people working from home or spending less time in the office.
March 14th, 2024 — Source

PlanetScale ends free tier bid, sheds staff in profitability bid
CEO defends decision in difficult tech market
March 14th, 2024 — Source

Potential 'meme stock' Reddit will let Redditors sell shares immediately
Reddit's IPO should be interesting to watch — and not just because the business remains unprofitable, but also because of how the company has chosen to bring in its community of active users and moderators into its public markets debut. In a new SEC filing, Reddit's IPO involves around 22 million shares, priced between $31 to $34.
March 14th, 2024 — Source

Reddit wants to raise $748M with IPO, sets value at $6.4B... and it has yet to turn a profit
Time to start spamming those reposts: Top users are getting early access to 1.76 million shares
March 14th, 2024 — Source

Seattle-area startup offering electronic medical records for long-term care raises $2.5M
DocNow, a Bellevue, Wash.-based startup, raised a $2.5 million seed round to expand its platform that provides electronic medical records, helping providers connect patients to care needed after hospital stays.
March 14th, 2024 — Source

SMIC Prepares for 3 nm Node Development, Requires Chinese Government Subsidies
SMIC, China's largest semiconductor manufacturer, is reportedly assembling a dedicated team to develop 3 nm semiconductor node technology, following reports of the company setting up 5 nm chip production for Huawei later this year. This move is part of SMIC's efforts to achieve independence from foreign companies and reduce its reliance on US technology.
March 14th, 2024 — Source

SuperAGI snags funding from WhatsApp founder Jan Koum's secretive Newlands VC
Newlands VC, the super-secretive investment firm bankrolled by WhatsApp co-founder Jan Koum, is leading a $10 million investment into SuperAGI, TechCrunch has learned exclusively.
March 14th, 2024 — Source

Tech Moves: Former AMD named Kymeta CEO; GitHub exec joins Twilio; DocuSign security vet joins Proof; Fred Hutch adds VP
Rick Bergman, former executive vice president at semiconductor giant AMD, joined Seattle-area mobile connectivity company Kymeta as its new CEO, effective April 1.
March 14th, 2024 — Source

Tech vets went to bat for Major League Cricket — now they have bigger goals for Seattle and beyond
When Sanjay Parthasarathy left his last tech job in February 2023, he figured he'd do what he could to help get the first season of Major League Cricket up and running in the Seattle area and at the national level. After that, it would probably be time to go find another "real job," as he put it.
March 14th, 2024 — Source

Trump Says He Dabbles in Crypto "for Fun" as Bitcoin's Inflation-Adjusted All-Time High Still Remains a Fair Distance Away
One would ordinarily be hard-pressed to count Trump among the uber-bullish crowd of Bitcoin maximalists. Yet, such is the allure of Bitcoin's ongoing explosive upside momentum that even on-the-fence crypto spectators like the former US President are now embracing it, adding another layer to the cryptocurrency's already impressive stack of tailwinds.
March 14th, 2024 — Source

The US Government Expects Bitcoin To Hit Between $250,000 and $6 Million in Around a Decade, as per the Assumptions Embedded in the Budget Document
Typically, it is the astronomical fiscal deficit enshrined within the annual budget document of the US that garners attention. This time around, however, President Biden's 2025 budget is attracting quite a lot of eyeballs from the crypto sphere, courtesy of a line item embedded toward the end of the voluminous financial document that illustrates the US government's projections vis-a-vis Bitcoin.
March 14th, 2024 — Source

Windstream Enterprise and Fortinet join forces to accelerate digital transformation for enterprises
Windstream Enterprise unveiled Secure Flex Premium, a comprehensive suite of advanced technology solutions powered by Fortinet that provides a fully customizable cybersecurity infrastructure aimed to address the current and future network security needs of each unique customer.
March 14th, 2024 — Source

Computer — Business News — March 8th, 2024

Marvell's 2nm IP Platform Enables Custom Silicon for Datacenters
Marvell this week introduced its new IP technology platform specifically tailored for custom chips for accelerated infrastructure made on TSMC's 2nm-class process technologies (possibly including N2 and N2P). The platform includes technologies essential for developing cloud-optimized accelerators, Ethernet switches, and digital signal processors.
March 8th, 2024 — Source

NVIDIA Loses Almost the Entire Market Cap of Uber as Call Options Get Monetized
Such is NVIDIA's heft these days that even a moderate-sized selloff ends up making records on the stock exchange.
March 8th, 2024 — Source

Nvidia primed to overtake Apple as world's second-most-valuable company
Nvidia is primed to overtake Apple as the world's second-most-valuable company, trailing behind Apple-rival Microsoft, as investors cannot get enough of the semiconductor maker whose chips power popular generative AI tools such as ChatGPT.
March 8th, 2024 — Source

Razer's Fintech Arm Rebrands as Fiuu
Razer Fintech, the financial technology arm of Razer Inc., together with its B2B payments unit, Razer Merchant Services (RMS), announced a dynamic rebranding initiative today. The company unveils a new single name, logo, and identity as Fiuu, signifying its ambitious plans to become a leading force in the future of digital payments.
March 8th, 2024 — Source

SK hynix To Invest $1 Billion Into Expanding Semiconductor Packaging Facilities In South Korea
SK hynix is reportedly investing $1 billion in upscaling current semiconductor packaging facilities as AI demand surges to new levels.
March 8th, 2024 — Source

TSMC Becomes Top Morgan Stanley A.I. Stock -- Shares Surge & Set New Record
With the first quarter of 2024 reaching its end, not only have the shares of the Taiwan Semiconductor Manufacturing Company (TSMC) set new all time high records in Taiwanese markets, but investment bank Morgan Stanley is also out with another bullish note for the stock. TSMC's stock, like the shares of NVIDIA Corporation, has done well this year because of the hype surrounding artificial intelligence products.
March 8th, 2024 — Source

Computer — Business News — March 6th, 2024

Apple May Lose Title Of 'World's Most Valuable Company' If Its Generative AI Services Fall Below Expectations, Claims Analyst
The iPhone 16 is already reported to be an unexciting launch due to the lack of compelling features, meaning that Apple may not rack up as many shipments as it was previously estimated this year. Now, one analyst has more grim news to share, which may make the company's investors nervous, and that is losing out on its 'most valuable company in the world' status, but that is only if the technology giant's generative AI services fall below expectations.
March 6th, 2024 — Source

Dutch government launched secret task force to keep ASML in Netherlands, report says
Is the biggest tech company in the Netherlands planning a move abroad?
March 6th, 2024 — Source

NAND Flash Industry Revenue Grows 24.5% in Q4 2023, Expected to Increase Another 20% in Q1
TrendForce reports a substantial 24.5% QoQ increase in NAND Flash industry revenue, hitting US$11.49 billion in 4Q23. This surge is attributed to a stabilization in end-demand spurred by year-end promotions, along with an expansion in component market orders driven by price chasing, leading to robust bit shipments compared to the same period last year.
March 6th, 2024 — Source

Samsung's DRAM Division Finally Sees Profitability After Years of Struggle
After years of struggle with inventory levels and consumer demand, Samsung's DRAM division has finally seen the light, as they record a surplus profit in the overall revenue.
March 6th, 2024 — Source

Computer — Business News — March 4th, 2024

Google trims jobs in trust and safety while others work 'around the clock'
Alphabet Inc.'s Google is laying off a handful of employees on its trust and safety team as part of broader staff cuts, even as it's asking members of that group to be on standby over the weekend in order to troubleshoot problematic outputs related to its flagship generative AI tool, Gemini.
March 4th, 2024 — Source

Intel Expects to Sell 100 Million CPUs for AI PCs by 2025
An Intel executive is projecting sizable growth for this nascent category of home computers.
March 4th, 2024 — Source

Intel Foundry is trying to poach Samsung's South Korean customers in its bid to become world's second-biggest foundry: report
Intel wants Samsung's spot.
March 4th, 2024 — Source

Meta Switching To Samsung Foundry For AI Chips, Leaving TSMC Due To Volatility
Meta's CEO Mark Zuckerberg has reportedly decided to switch parties, now eying for Samsung Foundry as its primary AI chipmaker as it sees "uncertainty and volatility" at TSMC.
March 4th, 2024 — Source

Computer — Business News — March 2nd, 2024

Inside NVIDIA HQ the offices of a $2 Trillion company explored
Imagine stepping into a workspace that's not just an office but a hub of innovation, where the design itself inspires creativity and collaboration. That's what you'll find at NVIDIA's headquarters in the bustling tech epicenter of Silicon Valley.
March 2nd, 2024 — Source

Computer — Business News — March 1st, 2024

Analyst estimates Nvidia is now TSMC's second largest customer accounting for 11% of revenue in 2023
Nvidia paid TSMC $7.73 billion in 2023 for its services
March 1st, 2024 — Source

Chinese Tech Giant Baidu Acknowledges Challenges in Accessing NVIDIA GPUs, Prioritizes In-House Solutions
Chinese tech giant Baidu has admitted the fact that harsh US regulations have thwarted its acquisition of NVIDIA's AI GPUs, but the firm remains optimistic about in-house solutions being developed.
March 1st, 2024 — Source

NVIDIA Becomes TSMC's 2nd Largest Customer, Coming Right Behind Apple
@3
March 1st, 2024 — Source

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