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446 Computer Hardware — Business News Entries

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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

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, 2024Source

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, 2024Source

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, 2024Source 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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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, 2024Source

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

Computer — Business News — February 28th, 2024

TSMC Customers Request Construction of Additional AI Chip Fabs
Morris Chang, TSMC's founder and semiconductor industry icon, was present at the opening ceremony of his company's new semiconductor fabrication plant in Kumamoto Prefecture, Japan. According to a Nikkei Asia article, Chang predicted that the nation will experience "a chip renaissance" during his February 24 commencement speech.
February 28th, 2024Source

TSMC founder says unnamed customers want 10 new fabs to build AI chips
TSMC founder and industry icon Morris Chang says that customers have approached him to build up to ten new fabs for AI processors, an incredible request that speaks to an insatiable demand. The request isn't entirely surprising, as the demand for processors used for AI applications is booming, and it is well known that market leader Nvidia cannot satisfy it.
February 28th, 2024Source

Computer — Business News — February 26th, 2024

AI Fueled NVIDIA's Remarkable $2 Trillion Value and Record Revenue
World-class chipmaker NVIDIA became the first company in its industry to reach a market cap above $2 trillion. This remarkable high water mark capped off an incredible week for NVIDIA, which posted record revenue last week.
February 26th, 2024Source

Intel bags a huge fish for its new Foundry Services as Microsoft places an order for home-grown chips
Intel wants to compete in the foundry market, and getting Microsoft to buy in is a great first step.
February 26th, 2024Source

Intel goes after TSMC's foundry market share by branching into Arm chips and focusing on U.S. manufacturing
TSMC currently has over 50% of the chip manufacturing market share and Intel wants to fight for some of that back.
February 26th, 2024Source

General — Business — February 25th, 2024

"Search quality" of Bing kept Apple from buying the search engine from Microsoft in 2018
Last September, we told you about a Bloomberg report that said Microsoft had attempted to sell Bing to Apple in 2020. The report said that talks reached an exploratory stage and never got more advanced than that because Apple wanted to keep the cash it receives each year from Google to make the latter's search engine the default option on the iPhone.
February 25th, 2024Source

General — Business — February 24th, 2024

Apple Cider Vinegar: Here's What to Know About Health Benefits, Proper Dosage and More
This timeless ingredient is probably already in your kitchen, but can it boost your wellness?
February 24th, 2024Source

Computer — Business News — February 23rd, 2024

Intel CEO Discloses TSMC Production Details: N3 for Arrow Lake & N3B for Lunar Lake
Intel CEO Pat Gelsinger engaged with press/media representatives following the conclusion of his IFS Direct Connect 2024 keynote speech—when asked about Team Blue's ongoing relationship with TSMC, he confirmed that their manufacturing agreement has advanced from "5 nm to 3 nm."
February 23rd, 2024Source

Nvidia Says Demand for Its Next-Gen Hardware Will Exceed Supply
The company has already seen record revenues thanks to unprecedented demand for its AI products.
February 23rd, 2024Source

NVIDIA Short-Sellers Cry Out in Pain as the 1995 Moment for AI Arrives on Schedule
As NVIDIA continues to confound its detractors by posting rip-roaring revenues that now habitually beat Wall Street's consensus expectations, even the hardiest of cynics are beginning to concede that AI's 1995 moment has arrived - an homage to the year when the internet truly took off, transforming the world as we know it.
February 23rd, 2024Source

NVIDIA Prepared to Offer Custom Chip Designs to AI Clients
NVIDIA is reported to be setting up an AI-focused semi-custom chip design business unit, according to inside sources known to Reuters—it is believed that Team Green leadership is adapting to demands leveraged by key data-center customers. Many companies are seeking cheaper alternatives, or have devised their own designs (budget/war chest permitting)—NVIDIA's current range of AI GPUs are simply off-the-shelf solutions.
February 23rd, 2024Source

Computer — Business News — February 21st, 2024

C-suite execs not immune to downsizing drama at Cisco
Maria Martinez, chief operating officer, is out after role was 'eliminated'
February 21st, 2024Source

NVIDIA Posts 769% Annual Profit Growth In Q4- Shares Soar By 10%
Ahead of its crucial earnings release, widely expected to set the tone for the broader technology stock sector as well as artificial intelligence, investors were wary of NVIDIA Corporation, as reflected by small share price drops.
February 21st, 2024Source

Omdia updates its Apple laptop and tablet OLED adoption forecast, says market to grow to 72 million units by 2028
Omdia updated its forecast for Apple's OLED adoption in its IT devices (iPads and Notebooks), saying that the company will begin the OLED transition with the 11-inch and 12.9-inch iPad Pro due later in 2024.
February 21st, 2024Source

Computer — Business News — February 19th, 2024

GlobalFoundries secures $1.5 billion in CHIPS Act funding for US expansion
The company will use the cash to bolster semiconductor production for the automotive, aerospace and AI industries.
February 19th, 2024Source

SemiAnalysis Spotlights Sluggish US Chip Fab Construction
Dylan Patel, of SemiAnalysis, has highlighted worrying industry trends from an October 2021 published report—the Center for Security and Emerging Technology (CSET) document explored and "(outlined) infrastructure investments and regulatory reforms that could make the United States a more attractive place to build new chipmaking capacity and ensure continued U.S. access to key inputs for semiconductor manufacturing."
February 19th, 2024Source

Computer — Business News — February 16th, 2024

Apple safe for now from antitrust legislation in Korea -- as local companies fight back
Apple has had to make some big changes to accommodate Europe's Digital Markets Act -- even if those changes seem exceedingly unlikely to have gone far enough. But for now, at least, the company is safe from similar antitrust legislation in South Korea ...
February 16th, 2024Source

ASML Expresses Concern About Geopolitical Tensions
The publication of ASML's 2023 Annual Report has revealed some interesting insights into how the photolithography producer remains diplomatic in times of global tension. Peter Wennink (President, Chief Executive Officer and Chair of the Board of Management) discussed his company's carefully considered tightrope act—here is his message to stakeholders: "In 2023, demand for our DUV systems continued to be strong, particularly in China.
February 16th, 2024Source

Computer — Business News — February 14th, 2024

ASML to Ship Multiple High-NA Tools in 2025, Expands Production Capacities
ASML began to ship its first High-NA lithography tool to Intel late last year, and the machine will be fully assembled in Oregon in the coming months. Shipping only a single extreme ultraviolet (EUV) system with a 0.55 numerical aperture lens may not seem like too impressive, but the company aims to ship a much larger number of such devices this year, and further production increases in the coming years.
February 14th, 2024Source

Computer — Business News — February 9th, 2024

CPU Shipments Recover From A Pandemic Hangover As AMD And Intel Notch Key Wins
It took a minute or two, but x86 processor shipments appear to be recovering from a recent slump. According to data shared with us by Mercury Research, x86 chip shipments increased year-over-year for the first time in 24 months, with both desktop and laptop CPU shipments either growing at or exceeding normal seasonal rates as suppliers scale back their inventory correction efforts.
February 9th, 2024Source

Computer — Business News — February 7th, 2024

Blancco partners with Lenovo to offer secure data erasure for enterprises
Enterprises are dealing with ever greater volumes of data and that brings with it added risk as well as compliance issues and management costs.
February 7th, 2024Source

China's chipmaking champion struggles —SMIC fab warns that it could see declined profits due to increasingly tense economy and geopolitics
China's leading semiconductor foundry, SMIC, says this year will prove to be challenging for the company, which will see reduced margins and profits (via DigiTimes and TrendForce). These warnings come just after SMIC posted better-than-expected financial results for the fourth quarter of 2023, but the semiconductor firm apparently expects economic and political developments to impact its business.
February 7th, 2024Source

Ford posts $523 million 4Q net loss on accounting charge for pensions but beats analyst estimates
Ford Motor Co. on Tuesday reported that it swung to a net loss in the fourth quarter due to a large accounting charge on pension plans and the effects of a six-week strike at multiple factories by the United Auto Workers union.
February 7th, 2024Source

TSMC Allegedly Not Rushing into Adoption of High-NA EUV Machinery
DigiTimes Asia has reached out to insiders at fabrication toolmakers in an effort to delve deeper into claims made by industry analysts at the start of 2024—both SemiAnalysis and China Renaissance have proposed that TSMC is unlikely to adopt High-NA EUV production techniques within a five year period.
February 7th, 2024Source

TSMC Overtakes Intel and Samsung to Become World's Largest Semiconductor Maker by Revenue
Taiwan Semiconductor Manufacturing Company (TSMC) has reached a significant milestone, overtaking Intel and Samsung to become the world's largest semiconductor maker by revenue. According to Taiwanese financial analyst Dan Nystedt, TSMC earned $69.3 billion in revenue in 2023, surpassing Intel's $63 billion and Samsung's $58 billion.
February 7th, 2024Source

TSMC to build second fab in Japan, backed by local investment
Plus: SMIC said to be building new lines to make 5nm process chips designed by Huawei
February 7th, 2024Source

Computer — Business News — February 5th, 2024

AI's Rocketing Demand to Drive Server DRAM—2024 Predictions Show a 17.3% Annual Increase in Content per Box, Outpacing Other Applications
In 2024, the tech industry remains steadfastly focused on AI, with the continued rollout of advanced AI chips leading to significant enhancements in processing speeds. TrendForce posits that this advancement is set to drive growth in both DRAM and NAND Flash across various AI applications, including smartphones, servers, and notebooks.
February 5th, 2024Source

Computer — Business News — February 1st, 2024

Apple beats the Street on top and bottom lines
Apple today announced financial results for its fiscal 2024 first quarter ended December 30, 2023. The company posted quarterly revenue of $119.6 billion, up 2 percent year over year, and quarterly earnings per diluted share of $2.18, up 16 percent year over year.
February 1st, 2024Source or Source

Apple didn't release new iPads last year, and now its sales are way down
The iPhone 15 is selling well, and services hit another record, but Apple's tablet needs a boost. The rumored next-gen iPad Pro might be just the thing.
February 1st, 2024Source

Apple ekes out a small year-over-year revenue gain on eve of Vision Pro launch
iPhone, Services lead the way once again.
February 1st, 2024Source

Apple iPhone's U.S. smartphone market share reaches highest since Q4 2020
U.S. smartphone shipments grew 8% YoY in Q4 2023, driven by Apple as iPhone sell-in share grew to 64% in Q4 2023, the highest since Q4 2020, according to Counterpoint Research's Market Monitor data. Android sell-in declined over the same period, as the sub-$300 segment saw declining demand.
February 1st, 2024Source

Apple Now Has More Than 2.2 Billion Active Devices Worldwide
There are more than two billion active iPhones, iPads, Macs, and other Apple devices worldwide, Apple said today in the earnings report covering the first fiscal quarter of 2024.
February 1st, 2024Source

Apple Reports 1Q 2024 Results: $33.9B Profit on $119.6B Revenue
Apple today announced financial results for the first fiscal quarter of 2024, which corresponds to the fourth calendar quarter of 2023.
February 1st, 2024Source

Apple's Q1 2024 Earnings Call Takeaways
Apple today held its earnings call for the first fiscal quarter of 2024 (fourth calendar quarter of 2023), with Apple CEO Tim Cook and Apple CFO Luca Maestri sharing details on Apple's performance, recent product sales, services growth, and more.
February 1st, 2024Source

Qualcomm earnings call suggests Apple will again extend 5G modem license, to 2027
Delays may result in further extension unless Apple can overcome its 5G modem challenges
February 1st, 2024Source

Computer — Business News — January 31st, 2024

ESL FACEIT Group, Intel, and Acer Expand Strategic Partnership Across Premier Counter-Strike and Dota 2 Competitions
ESL FACEIT Group (EFG), the leading esports and video game entertainment company, and Intel, have today announced the extension and expansion of their partnership with Acer. As the exclusive Original Equipment Manufacturer (OEM) partner, Acer's gaming brand Predator will empower EFG Counter-Strike 2 and Dota 2 competitions across 2024.
January 31, 2024Source

Intel to make chips in US for Taiwan's UMC
The US wants more semiconductor capacity onshore. Enterprises want more certainty of supply.
January 31, 2024Source

Logitech Conference Room Products Transition to Recycled Plastic & Next Life Materials
Logitech has announced that all video collaboration devices that run on the CollabOS operating system will now be manufactured with next-life plastics, helping enterprise customers support their sustainability objectives. Existing products- Rally Bar, Rally Bar Mini, Tap IP, Tap Scheduler, and Scribe- are being refreshed with materials that lower the carbon impact of each product.
January 31, 2024Source

New 'stamping' chipmaking technique uses 90% less power than EUV — Canon to ship the first nanoimprint litho tools to customers this year or next
Canon's customers will get the first nanoimprint litho tools for trial runs this year or next.
January 31, 2024Source

Samsung Electronics Announces Fourth Quarter and FY 2023 Results
DRAM business posts profit in 4Q, aims to enhance leadership in DDR5 and address demand for HBM Moderate first-half earnings recovery on macro uncertainties; 2H to show more significant improvement
January 31, 2024Source

Samsung Needs AI to Succeed as It Reports Weakest Earnings in 10 Years
Samsung has experienced some steep declines in profit over the last couple of years and in its recent earnings report, the company has failed to turn that around.
January 31, 2024Source

Computer — Business News — January 29th, 2024

After 34 years, one of the 'Net's oldest software archives is shutting down
Hobbes OS/2 Archive: "As of April 15th, 2024, this site will no longer exist."
January 29, 2024Source

Apple VP of Hardware Engineering for Home Devices Leaving Company After 25 Years
Novotney has worked at Apple for 25 years and been highly influential in the development of the iPod and iPhone over multiple generations of the hardware. He also helped lead development of the iPad and bring the Apple Watch to market, according to the report's sources at Apple.
January 29, 2024Source

Apple's Top Hardware Engineering Architect Is Leaving The Company For Rivian Automotive After More Than Two And A Half Decades
Another key Apple executive has departed the firm after a massive tenure, believing to find greener pastures at Rivian Automotive, according to the latest report. The hardware engineering architect was DJ Novotney, who worked at the Cupertino firm for 25 years and had a pivotal role in creating and designing iconic products. Based on the latest report, Novotney likely parted ways with Apple amicably.
January 29, 2024Source

Canon plans to disrupt chipmaking with low-cost "stamp" machine
Company is challenging industry leader ASML with its nanoprint lithography tech.
January 29, 2024Source

Canon Wants to Challenge ASML with a Cheaper 5 nm Nanoimprint Lithography Machine
Japanese tech giant Canon hopes to shake up the semiconductor manufacturing industry by shipping new low-cost nanoimprint lithography (NIL) machines as early as this year. The technology, which stamps chip designs onto silicon wafers rather than using more complex light-based etching like market leader ASML's systems, could allow Canon to undercut rivals and democratize leading-edge chip production.
January 29, 2024Source

Risk versus revenue: Microsoft results will offer a new AI benchmark after a tumultuous quarter
Some of the downsides of artificial intelligence have come into clearer focus for Microsoft recently, including high-profile AI deepfakes, an FTC probe, a New York Times lawsuit, and a brief management shakeup at OpenAI, its biggest AI partner.
January 29, 2024Source

General — Business — January 24th, 2024

€2B SAP restructure program will affect 8,000 roles
Plans announced as profits fall and revenues rise
January 24, 2024Source

A look at some of the companies in the technology sector that have recently made layoffs
A bunch of companies in the technology sector have been laying off some of their employees recently after quickly ramping up hiring during the COVID-19 pandemic while people spent more time and money online.
January 24, 2024Source

An inside look at Tableau: What's the future of the 'DataFam' at Salesforce?
Walking into the "Data1" building in Seattle's Fremont neighborhood, it's not easy to tell it's the home of Tableau, with the big Salesforce sign behind the reception desk, and a lack of obvious branding for the data visualization company.
January 24, 2024Source

Ebay Is The Latest Tech Behemoth To Announce Mass Layoffs
It's hard being in the tech workforce (yet again). Last year we saw widespread layoffs in the sector, but it seems like 2024 might be off to a similar (but so far somewhat smaller scale) start. To that end, tech giant eBay just announced it's letting go of nearly 1,000 full-time personnel (roughly 9 percent) all in the name of "Ensuring eBay's Long-Term Success".
January 24, 2024Source

Microsoft's plucky challengers, Bing and Edge, might gain DMA exemptions
You have to be dominant to draw attention of the regulators, or so say sources
January 24, 2024Source

The 6 best budgeting apps to replace Mint in 2024
Intuit is shutting down the popular budgeting app in March 2024. We tested half a dozen Mint alternatives for you to consider.
January 24, 2024Source

VCs are not done betting on fintech
Fintech has been in the dumps for a while now, and with companies like Brex once again cutting staff as they try to rein in costs, you'd be forgiven for assuming that the market for financial technology products is struggling.
January 24, 2024Source

Who knew M&A would be the thing we couldn't shut up about?
This is our startup-focused, Wednesday episode, so today we're counting down important venture rounds and chatting our way through other startup and VC news.
January 24, 2024Source

Computer — Business News — January 24th, 2024

Intel Opens $3.5B Fab 9 Plant In New Mexico To Boost US Chip Production
Back in 2021 during the major worldwide silicon shortage, Intel CEO Pat Gelsinger announced a $3.5-billion dollar investment into its facilities in Rio Rancho, New Mexico. That expansion, resulting in the reopening of the "cutting-edge factory" known as Fab 9, is now complete.
January 24, 2024Source

Two years after Apple, Microsoft hits $3 trillion market value
Microsoft's market value crossed the $3 trillion milestone for the first time on Wednesday, retaining its place as the world's second most valuable company, just behind Mac-maker Apple which became the first company to hit $3 trillion market value on January 3, 2022.
January 24, 2024Source

Computer — Business News — January 22nd, 2024

Ava Hahn Joins AMD as Senior Vice President, General Counsel and Corporate Secretary
AMD today announced that Ava Hahn has joined the company as senior vice president, general counsel and corporate secretary, replacing Harry Wolin who is retiring from AMD after 24 years.
January 22, 2024Source

Jensen Huang Heads to Taiwan, B100 "Blackwell" GPUs Reportedly in Focus
NVIDIA's intrepid CEO, Jensen Huang, has spent a fair chunk of January travelling around China—news outlets believe that Team Green's leader has conducted business meetings with very important clients in the region. Insiders proposed that his low-profile business trip included visits to NVIDIA operations in Shenzhen, Shanghai and Beijing.
January 22, 2024Source

Google building datacenter campus on the outskirts of London
Waltham Cross bit barn part of Alphabet's plans for 'future capacity needs'
January 22, 2024Source

Nvidia CEO Jensen Huang visits China for celebration with employees amid AI chip restrictions
Jensen knows how to party
January 22, 2024Source

Price War Reportedly Unfolds Between Foundries in China, Taiwan & South Korea
News reports from Asia point to an ongoing price battle between major chip foundries in the region—sluggish market conditions in 2023 have caused the big industry names to adjust charges, in concerted efforts to retain customers. This situation has escalated in early 2024—news media outlets claim that mainland China-situated factories have plenty of new production capacity, and are therefore eager to get their order books filled.
January 22, 2024Source

TSMC And Samsung Are In A Dogfight To Win Customers For Next-Gen 3nm Chips
TSMC and Samsung are making moves to secure customers for their second generation 3nm chips, in a race to become the top chip manufacturer in the world. The company that can win over prospective clients such as NVIDIA and AMD will have a leg up in securing the top spot.
January 22, 2024Source

Veeam researching support for VMware alternative Proxmox as backup buyers fret about Broadcom
Product to protect Oracle virtualization is already on the backup vendor's roadmap
January 22, 2024Source

Computer — Business News — January 19th, 2024

DRAM And NAND Chip Makers Are Determined To Drive Up DDR5 And SSD Prices
We're starting to sound like a broken record (or a buffering stream, if you're not old enough to remember vinyl), but there are factors at play that could drive up system memory and solid state drive (SSD) prices throughout the course of 2024. After several consecutive quarters of declines in DRAM and NAND flash memory prices, chip makers find themselves staring at a rebound, with hopes of sustaining a price rally for the full year.
January 19, 2024Source

HP's CEO spells it out: You're a 'bad investment' if you don't buy HP supplies
Malware threat from third-party cartridges nothing compared to threat to HP's bottom line
January 19, 2024Source

Samsung Wants an Apple-Like Ecosystem, But Its Path There Isn't So Simple
Samsung often touts its ecosystem of devices as a boon to productivity, especially when you combine its smartphones, tablets, and laptops together. But how truly effective is it? And is it too intricate to be more adaptable?
January 19, 2024Source

TSMC 2nm Update: Two Fabs in Construction, One Awaiting Government Approval
When Taiwan Semiconductor Manufacturing Co. (TSMC) is prepping to roll out an all-new process technology, it usually builds a new fab to meet demand of its alpha customers and then either adds capacity by upgrading existing fabs or building another facility. With N2 (2nm-class), the company seems to be taking a slightly different approach as it is already constructing two N2-capable fabs and is awaiting for a government approval for the third one.
January 19, 2024Source

TSMC Posts Q4'23 Earnings: 3nm Revenue Share Jumps to 15%, 5nm Overtakes 7nm For 2023
Taiwan Semiconductor Manufacturing Co. released its Q4'2023 and full year 2023 financial results this week. And along with a look at the financial state of the firm as it enters 2024, the company's earnings info also offers a fresh look at the utilization of their various fab nodes.
January 19, 2024Source

Computer — Business News — January 16th, 2024

China's Chip Imports See Record 15.4% Plunge in 2023
According to new data from Chinese Customs, China's imports of integrated circuits suffered their steepest annual drop on record in 2023, falling 15.4% to $349.4 billion. The decline marks the second straight year of falling chip imports and can be attributed to economic uncertainty and US export controls on advanced semiconductors.
January 16, 2024Source

Computer — Business News — January 15th, 2024

Apple's San Diego AI team faces relocation or termination
Bloomberg shares that Apple is disbanding a 121-person team linked to artificial intelligence operations in San Diego, putting numerous employees at risk of job loss, as reported by sources familiar with the situation.
January 15, 2024Source

Black market keeps Nvidia chips flowing to China military, government
Unknown suppliers keep Nvidia's most advanced chips within China's reach.
January 15, 2024Source

Despite sanctions, Chinese military, universities, and government bodies procure Nvidia GPUs.
Chinese vendors still manage to procure Nvidia GPUs for the country's military and government organizations.
January 15, 2024Source

Razer's Promise for 2024 & Beyond: Incorporation of Recycled Materials
Razer, the leading global lifestyle brand for gamers, has announced another major milestone in their commitment towards a sustainable future, with the inclusion of recycled materials in new PC products launching throughout 2024 and beyond. Focusing on its core PC peripherals, this new initiative covers three key categories: mice, keyboards, and headsets.
January 15, 2024Source

TSMC Can Benefit From Recovery In Chip Sector In 2024 Says Report
With the New Year finally with us, investment bank Morgan Stanley is out with its fresh note for the Taiwan Semiconductor Manufacturing Company (NYSE:TSM), according to a report in the Taiwanese publication United Daily News (UDN). TSMC is the world's largest contract chip manufacturer, competing head to head with Intel and Samsung for manufacturing chips with the latest technologies.
January 15, 2024Source

Computer — Business News — January 12th, 2024

Amazon's Audible is laying off 5% of its workforce, marking another round of job cuts in tech
Amazon-owned online audiobook and podcast service Audible is laying off about 5% of its workforce, marking the third round of job cuts at the e-commerce giant's businesses this week as the technology industry continues to shed roles in the new year.
January 12, 2024Source

Instagram cuts 60 jobs, eliminating a layer of management at the company
Instagram has cut 60 technical program manager positions, eliminating a layer of management at the company, according to a new report from The Information.
January 12, 2024Source

Nvidia's CES 2024 Interview: Nvidia Talks About Its New GPUs, Software, and AI
A chat with Nvidia's GeForce Evangelist.
January 12, 2024Source

Computer — Business News — January 11th, 2024

Amazon will cut hundreds of jobs at Prime Video, just weeks before it introduces ads to the service
Great timing
January 11, 2024Source

Google claims to 'reaffirm' Right to Repair support three years after lobbying against it
The company voiced support for an Oregon bill after opposing R2R legislation in 2021.
January 11, 2024Source

Microsoft surpasses Apple as world's most valuable company
Microsoft overtook Apple as the world's most valuable company on Thursday after Apple's shares made a weak start to 2024 due to concerns from some analysts over iPhone demand.
January 11, 2024Source

PC 'price hike' coming as cost of memory soars -- analysts
Scores are on the doors for Q4, as after 2 years shipments grow again... by 0.3%
January 11, 2024Source

Computer — Business News — January 10th, 2024

Apple returns to Glassdoor's list of places to work as other tech companies slip due to layoffs
Last year, Apple fell off Glassdoor's annual list of the best places to work after more than a decade. As it turns out, that was a one-off occurrence, and Apple has returned to the list this year.
January 10, 2024Source

DSCC: the OLED materials market to grow from $1.7 billion in 2023 to $2.7 billion in 2027
DSCC estimates that the market for OLED evaporation materials (i.e. OLED stack materials) will reach $1.7 billion in 2023, and will grow to $2.7 billion in 2027 (a 11% CAGR from 2023). If UDC will succeed to commercially introduce a blue phosphorescence material, revenues can even be much higher.
January 10, 2024Source

Glassdoor: Best Companies to Work for in the US and UK in 2024
Bain & Company, which tops the U.S. list, and Google are the only two companies that have been included in the U.S. rankings every year of Glassdoor's Employees' Choice Awards.
January 10, 2024Source

Major Apple supplier TSMC beats expectations on fourth-quarter revenue
Taiwan chipmaker and major Apple supplier TSMC reported fourth-quarter revenue on Wednesday that beat both the company's and market's expectations.
January 10, 2024Source

Computer — Business News — January 6th, 2024

TSMC To Benefit From Fierce AMD versus NVIDIA A.I. Competition In 2024
2024's start has seen Intel, NVIDIA and AMD enter the year with new products designed specifically for A.I. use cases, and the tight nature of the semiconductor industry makes the coming couple of years some of the most interesting ones in its history, especially if today's industry report from Taiwanese sources stands the test of time.
January 8, 2024Source

Computer — Business News — January 5th, 2024

An interview with Pixelligent's CEO, to discuss the company's technology and latest OLED industry updates
US-based Pixelligent is an advanced materials company that delivers next generation optical materials applications in lighting and displays. For the OLED industry, Pixelligent offers materials that significantly increase light output by increasing the refractive index of materials in the device.
January 5, 2024Source

Computer — Business News — December 28th, 2023

Big Tech is winning over AI startups with more than just money
Big Tech is outspending traditional VC firms on AI startups
December 28, 2023Source

Computer — Business News — December 27th, 2023

Is Apple stock a buy as 2023 winds down?
The consensus of Wall Street analysts sees Apple returning to growth in the December quarter. Interested AAPL investors are wondering if Apple stock is a buy right now.
December 27, 2023Source

Microsoft's Satya Nadella is CEO of the year following his heavy investment in generative AI
Microsoft's CEO Satya Nadella has been named the CEO of the year by CNN Business.
December 27, 2023Source

Not Just TSMC, Even Samsung Running Behind Schedule with its U.S. Fab
Delays in the construction of its U.S. based semiconductor fab may have just cost the Chairman of TSMC his job, but the Koreans aren't faring any better. BusinessKorea reports that Samsung Electronics has pushed the timeline for mass-production in its upcoming Austin Texas-based fab to 2025.
December 27, 2023Source

Computer — Business News — December 26th, 2023, 2023

Global PC shipments to rebound in 2024 following extended slump
An aging install base and new AI PCs are expected to drive upgrade cycle
December 26, 2023Source

PC Shipments On Track For Historical Slump But There's A Silver Lining
Global PC shipments are in the midst of an "unprecedented slump" after what's to become a second consecutive year of big declines, once the final numbers are tallied. The historic slide sets the stage for what analyst firm International Data Corporation (IDC) says will be a "pivotal year for the PC market" when the calendar switches over to 2024.
December 26, 2023Source

Computer — Business News — December 22nd, 2023

Tech layoffs in 2023: A timeline
Facing an uncertain global economy and slowing revenue growth, technology companies have picked up the pace of layoffs in 2023. Here's an updated timeline of notable layoffs, and reasons why Big Tech is in turmoil.
December 22, 2023Source

Computer — Business News — December 21st, 2023

Micron Technology, Inc. Reports Results for the First Quarter of Fiscal 2024
"Micron's strong execution and pricing drove better-than-anticipated first quarter financial results," said Micron Technology President and CEO Sanjay Mehrotra. "We expect our business fundamentals to improve throughout 2024, with record industry TAM projected for calendar 2025. Our industry-leading High Bandwidth Memory for data center AI applications illustrates the strength of our technology and product roadmaps, and we are well positioned to capitalize on the immense opportunities artificial intelligence is fueling across end markets."
December 21, 2023Source

The FTC wants to strengthen COPPA to make it harder for companies to monetize kids' data
The proposal aims to limit surveillance of data generated in academic settings.
December 21, 2023Source

Computer — Business News — December 19th, 2023

AMD Recommends Rejection of Below-Market "Mini-Tender" Offer from TRC Capital Investment Corporation
AMD has been notified of a "mini-tender" offer by TRC Capital Investment Corporation. Pursuant to the offer, which is dated Dec. 11, 2023, TRC Capital is offering to purchase up to 1 million shares of AMD common stock, which represents approximately 0.06% of its outstanding shares. AMD cautions its stockholders that TRC Capital's unsolicited "mini-tender" offer of $123.45 per share is approximately 4.24% below the $128.92 per share closing price of AMD stock on Dec. 8, 2023, the day before the "mini-tender" offer was commenced and approximately 11.12% below the $138.90 per share closing price of AMD stock on Dec. 18, 2023.
December 19, 2023Source

Apple stock struggles to break through $200 psychological barrier
Apple stock is struggling to break through the $200 psychological barrier as it contends with potential bad news surrounding its Apple Watch in the U.S. and iPhone in China, but analysts are confident that both issues will be relatively short-lived.
December 19, 2023Source

Apple Watch ban in the US could be just a minor setback for Apple's earnings
Apple recently made a swift move by deciding to stop selling the Apple Watch Series 9 and Apple Watch Ultra 2in the US. This decision stems from the need to comply with an imminent ban following a court ruling earlier this year, which found Apple guilty of infringing on the pulse oximeter patent owned by the medical technology company Masimo.
December 19, 2023Source

Computer — Business News — December 18th, 2023

Another important Apple senior designer has left the company after nearly 20 years
A few days ago, there were reports of two important Apple executives leaving the company. Now, Bloomberg is back with another report, this time about Peter Russell-Clarke -- who has worked at Apple for nearly 20 years. According to the report, he left his role in October and is now joining space technology company Vast.
December 18, 2023Source

Apple industrial designer Peter Russell-Clarke steps down, joins Vast as advisor
One of Apple's last-remaining senior industrial designers from the Jony Ive era, Peter Russell-Clarke, has stepped down after nearly 20 years at the company. In an advisory capacity, he joins Vast Space, LLC which plans to use the launch capabilities of SpaceX to offer customers the ability to, among other things, "live in space for up to 30 days aboard the world's first private space station," which is "targeted to launch no earlier than August 2025 in a SpaceX Dragon vehicle."
December 18, 2023Source

Why 2024 Could Be A Huge Year For Apple Beyond Launching New iPhones
The iPhone is by far Apple's most popular product, but the Cupertino giant will look to make 2024 a banner year for other devices, too. According to Bloomberg's Mark Gurman, the company is going to focus on AirPods, Apple Vision Pro, and Apple Watch. Meanwhile, the iPhone will remain mostly the same as the prior year's model and only receive some minor tweaks.
December 18, 2023Source

Computer — Business News — December 14th, 2023

Apple shares hit new all-time intraday and closing highs
In Nasdaq trading today, shares of Apple Inc. rose $0.15, or 0.08%, to $199.11, a new all-time closing high. Today's intraday high was $199.62, also an Apple all-time high.
December 14, 2023Source

Computer — Business News — December 12th, 2023

As long as AMD can offer better GPUs than Intel, and better CPUs than Nvidia, they can have a seat at the table
In the market for data center processors, AMD does not need to outrun the bear
December 12, 2023Source

Computer — Business News — December 11th, 2023

Change as opportunity: How Apple gains from rebooting its supply-chain strategy
Apple's supply-chain change-up is helping the company solve multiple business challenges at once.
December 11, 2023Source

China Continues to Enhance AI Chip Self-Sufficiency, but High-End AI Chip Development Remains Constrained
Huawei's subsidiary HiSilicon has made significant strides in the independent R&D of AI chips, launching the next-gen Ascend 910B. These chips are utilized not only in Huawei's public cloud infrastructure but also sold to other Chinese companies. This year, Baidu ordered over a thousand Ascend 910B chips from Huawei to build approximately 200 AI servers.
December 11, 2023Source

Microsoft's $13B OpenAI Deal Sparks Preliminary Probe By FTC And UK Regulators
The investments Microsoft is making into OpenAI are not going unnoticed by the United States Federal Trade Commission, with the regulatory body performing preliminary inquiries according to a source familiar with the matter. However, it's important to note that a formal investigation has not been opened by the agency.
December 11, 2023Source

Nvidia CEO Jensen is worth $42 billion but still eats street food at street markets and visits LAN parties during overseas trips, sheds signature leather jacket
Preferred Vietnam's street food to luxury hotel and high-end restaurant alternatives.
December 11, 2023Source

Nvidia CFO Says It's Not Opposed to Using Intel's Foundry Services
Nvidia would certainly enjoy diversifying its chip supply, but there's still nothing firm in place between the two companies.
December 11, 2023Source

Computer — Business News — December 8th, 2023

Amazon scammers used hacks and bribes to make millions off fake returns
A group called REKK allegedly logged fake returns in Amazon's systems so buyers could keep products like MacBook Airs and iPads for free.
December 08, 2023Source

Apple exec departure leads to major iPhone, Apple Watch reshuffle
Tang Tan is leaving the company, and multiple people will shift to take his place.
December 08, 2023Source

Apple exec in charge of iPhone and Apple Watch design to depart company in February
The Apple executive in charge of product design for the iPhone and Apple Watch will be departing the company in February.
December 08, 2023Source

Apple is once again valued at over $3 trillion; the product investors are thinking about
In 2018, Apple and Amazon were in a race to see which one would be the first publicly traded U.S. company with a valuation greater than $1 trillion. Apple won the race on August 2nd, 2018, and was the first to reach a $2 trillion valuation on August 19th, 2020. Apple scored the hat trick on January 3rd, 2022 when it was the first U.S. publicly traded outfit to reach a valuation of $3 trillion.
December 08, 2023Source

Apple's 2024 product roadmap: what we expect to see
The latest report by the reputable Mark Gurman, who is a reporter for Bloomberg who specializes in revealing insider information about Apple, and more specifically, Apple's product plans, has shared a rough view of what we can expect to see from the tech giant in 2024.
December 08, 2023Source

Computer — Business News — December 5th, 2023

Apple market value again tops $3 trillion
Apple, the world's most valuable company, on Tuesday is on pace to close at or above a $3 trillion market value for the first time since August 3rd. The first time Apple closed with a market cap that high was on June 30th.
December 5, 2023Source

GPU Shipments Rebound In A Big Way To End The Post-Covid Black Death Phenomenon
By the year 2026, there will be nearly 5 billion graphics chips sitting pretty in PC systems, a figure that includes integrated graphics as found on many AMD and Intel processors. As for discrete GPUs, including add-in boards that gamers jam into their PCI Express slots, market penetration in the PC is expected to achieve 30% within the next five years, according to Jon Peddie Research.
December 5, 2023Source

Large-scale production cuts by manufacturers push DDR5 prices up 20%
Now may be the best time to buy
December 5, 2023Source

Computer — Business News — December 4th, 2023

Siemens and Intel to Collaborate on Advanced Semiconductor Manufacturing
Siemens AG, a leading technology company, and Intel Corporation, one of the world's largest semiconductor companies, have signed a memorandum of understanding (MoU) to collaborate on driving digitalization and sustainability of microelectronics manufacturing. The companies will focus on advancing future manufacturing efforts, evolving factory operations and cybersecurity, and supporting a resilient global industry ecosystem.
December 4, 2023Source

Computer — Business News — December 1st, 2023

Global PC Shipments Expected To Hit 267 Million Units In 2024 As Segment Sees Boost From AI
AI is in for the rescue of the PC industry as research outlet, Canalys, reports that global shipments are expected to see a major boost in 2024.
December 1, 2023Source

PC Market Is On The Cusp Of A Big Rebound Thanks To AI And Santa Claus
After a surge in desktop and laptop shipments during the pandemic when working from home became the norm, it's been a bit of a tough landscape for the PC industry as things settled down. However, a rebound is in sight. According to the fortune tellers at Canalys, "worldwide PC shipments are on the verge of a recovery" after seeing shipments decline for seven quarters in a row.
December 1, 2023Source

TikTok pledges €12B European investment as Norway data centre nears completion
The social media giant wants to dispel fears that Europeans are being spied on
December 1, 2023Source

Computer — Business News — November 30th, 2023

A comprehensive list of 2023 tech layoffs
From major layoffs at Google, Amazon and Microsoft to small fintech startups and apps
November 30, 2023Source

Analysts expect PC market recovery in 2024, partly due to AI
Rising interest in Arm PCs could also stimulate the market
November 30, 2023Source

Global PC market set to see 8% growth in 2024
The analyst company Canalys has predicted that the global PC market will see 8% growth next year following a tough 2022 and 2023. It said that the market is on the verge of recovery following a huge seven consecutive quarters of decline.
November 30, 2023Source

Microsoft Aims To Deliver 'Confidential AI' in Partnership with Nvidia
Microsoft extolled ongoing efforts to deliver "confidential AI" to Azure customers in a Wednesday announcement.
November 30, 2023Source

Nvidia boss says achieving US chip independence could take up to 20 years
Two decades is longer than predicted
November 30, 2023Source

NVIDIA CEO Huang Reveals How Long It Will Take For US Chip Independence
Jensen Huang, NVIDIA Chief Executive Officer, remarked that it might take up to 20 years for the United States to be independent from having to obtain chips from overseas. He made the statement while speaking at the New York Times's DealBook conference in New York.
November 30, 2023Source

NVIDIA CEO Jensen Huang Believes That The US Needs "Decades" For Chip Supply Chain Independence
NVIDIA's CEO Jensen Huang has expressed that the United States needs more than a "decade" to achieve chip supply chain independence.
November 30, 2023Source

Computer — Business News — November 28th, 2023

Microsoft is among the top tech giants attracting employees from other competitor firms, according to a broad study
Microsoft attracted a total of 7,937 employees from IBM it seems.
November 28, 2023Source

Server shipments for 2023 are down but revenue is growing
Hyper heterogeneous computing brings costly silicon components to traditional servers
November 28, 2023Source

Computer — Business News — November 24th, 2023

Dbrand is suing Casetify for ripping off its Teardown designs
Dbrand claims it caught Casetify using its transparent-style designs in its own line of device cases.
November 24, 2023Source

Casetify, A Billion Dollar Company Is Being Sued By Dbrand And JerryRigEverything For Blatantly Ripping Off Case Designs
It appears that despite the evidence, Casetify is still calling it an allegation. The company has taken to its Twitter account and talked about how it is currently looking into these claims and has taken down the infringed designs. The company even goes as far as calling itself the "bastion of originality," we are still not sure how this is going to proceed, but it seems like this drama could go on for a while.
November 24, 2023Source

German subsidies for new chip manufacturing plants could be in jeopardy
Billions of euros could vanish because of a court decision
November 24, 2023Source

Tata Consultancy Services ordered to cough up $210M in code theft trial
Naughty engineers + inability to work email = $$$
November 24, 2023Source

YouTuber Accuses Casetify Of Copyright Theft, Has Receipts
JerryRigEverything says the phone case giant has copied his designs, and appears to have a lot of proof
November 24, 2023Source

Computer — Business News — November 23rd, 2023

Dbrand is suing Casetify for allegedly stealing its case and skin designs
The accessory maker and YouTuber JerryRigEverything say Casetify left in Easter eggs from their Teardown products.
November 23, 2023Source

NVIDIA Experiences Strong Cloud AI Demand but Faces Challenges in China, with High-End AI Server Shipments Expected to Be Below 4% in 2024
NVIDIA's most recent FY3Q24 financial reports reveal record-high revenue coming from its data center segment, driven by escalating demand for AI servers from major North American CSPs. However, TrendForce points out that recent US government sanctions targeting China have impacted NVIDIA's business in the region.
November 23, 2023Source

Tim Cook confirms succession plan, commits to remain Apple CEO for foreseeable future
There is a "very detailed" plan in place
November 23, 2023Source

Computer — Business News — November 22nd, 2023

NVIDIA Hit With Lawsuit For Stealing Trade Secrets, Engineer Caught Screen Sharing
NVIDIA has been hit with a lawsuit all thanks to a mistake from software developer Mohammad Moniruzzaman whilst screen sharing during a video call.
November 22, 2023Source

Nvidia revenue rockets on demand for powerful chips
Nvidia on Tuesday reported that its revenue more than tripled in the recently ended quarter as companies snapped up chips to power artificial intelligence (AI).
November 22, 2023Source

Nvidia's Third Quarter Earnings Show Over 200% Gains Year-Over-Year
The company's AI money tree continues to bear fruit.
November 22, 2023Source

Viral post poignantly shares Satya Nadella's humble beginnings as an Excel 'product demonstrator' at Microsoft to now running the entire company
From making minute-long Microsoft Excel demo videos to now running the entire ship — Satya Nadella ascends to the top seat.
November 22, 2023Source

General — Business — November 21st, 2023

BEC attacks are a big problem for SMBs
A new report from managed security platform Huntress shows that 64 percent of identity-focused incidents at SMBs in the third quarter of 2023 involved malicious forwarding or other malicious inbox rules, a key indicator of business email compromise (BEC).
November 21, 2023Source

Bezos Day 1 Families Fund awards $117M to help families experiencing homelessness
The Bezos Day 1 Families Fund announced $117 million in grants on Tuesday to organizations that aid families experiencing homelessness.
November 21, 2023Source

Binance CEO Changpeng Zhao pleads guilty to money laundering violation, steps down
The world's largest crypto exchange will also pay a $4.3 billion fine.
November 21, 2023Source

Binance criminal settlement includes $4 billion fine and CEO's guilty plea
Changpeng Zhao, the CEO of the Binance cryptocurrency exchange, has agreed to step down from his role and pay a $50 million fine.
November 21, 2023Source

Founders: Pay attention to what happened with OpenAI's board
If this company structure gives you the ick, you are not alone.
November 21, 2023Source

Microsoft reportedly is preparing Linkedin's offices to (maybe) take in OpenAI employees
While talks to bring Sam Altman back as OpenAI's CEO are still ongoing as of this writing, it's possible those talks could fail, and Altman could be joining Microsoft to head up a new advanced AI team. He could also be bringing hundreds of OpenAI employees with him.
November 21, 2023Source

Musk's X sues media nonprofit over portrayal of site as full of anti-Semitism
Elon Musk's X Corp. on Monday sued nonprofit Media Matters for driving advertisers away from the platform formerly known as Twitter by portraying it as rife with anti-Semitic content.
November 21, 2023Source

Q&A: New report examines myths hampering advancement of women in workplace, actual barriers and possible solutions
Pervasive myths that paint an overall picture of women having a lesser commitment to their jobs are hampering their career advancement, according to a new report on women in the workplace by McKinsey & Company and LeanIn.org, a nonprofit founded and chaired by Sheryl Sandberg, the former chief operating officer of Meta, Facebook's parent company.
November 21, 2023Source

Reports: Sam Altman in talks for OpenAI return; board members could be ousted
"Altman would return only if the board members who fired him left," report says.
November 21, 2023Source

Tiger Global chieftain Scott Shleifer transitions to advisory role after wild ride
Firm made rapid-fire investments in startups for years, driving up valuations in some cases, but returns were impacted when the market abruptly shifted
November 21, 2023Source

US reaches over-$4 billion settlement with world's largest cryptocurrency exchange, AP source says
The U.S. government has reached a settlement with the world's largest cryptocurrency exchange worth more than $4 billion, a person familiar with the agreement told The Associated Press on Wednesday.
November 21, 2023Source

Computer — Business News — November 17th, 2023

Amazon is laying off several hundred employees working on Alexa
The company is playing catchup to modern AI-powered assistants like ChatGPT, widely perceived to be smarter than Alexa.
November 17, 2023Source

Applied Materials faces probe in the US for shipping chip equipment to China
The largest US maker of chipmaking machinery said it is under investigation from the US Attorney's Office for the District of Massachusetts.
November 17, 2023Source

Computer — Business News — November 15th, 2023

Amazon to staff: Come into the office — it'd be a shame if something happened to your promotion
We know who's been naughty and who's been nice, says box-shifting-cum-cloud-computing biz
November 15, 2023Source

General — Business — November 13th, 2023

After six quarters of falling venture interest, crypto investors see recent price gains as positive signal
The crypto venture capital landscape is heating back up after a number of weak quarters amid talk of a potential market recovery.
November 13, 2023Source

Are we at the start of a new crypto bull cycle?
Hello, and welcome back to Equity, the podcast about the business of startups, where we unpack the numbers and nuance behind the headlines.
November 13, 2023Source

Dogecoin Redux: We Now Have the GROK Token to Cash In on the Growing Popularity of xAI's Grok LLM
Apart from having a reputation for possessing Midas' legendary touch of gold for having transformed almost all of his previous initiatives into profit-making enterprises, Elon Musk also excels in providing inspiration for a host of meme coins, most of which dissipate within a few weeks after capitalizing on the initial frenzy. Dogecoin (DOGE) and STOPELON tokens serve as an apt emblem of this phenomenon.
November 13, 2023Source

Ethereum feature abused to steal $60 million from 99K victim
Malicious actors have been abusing Ethereum's 'Create2' function to bypass wallet security alerts and poison cryptocurrency addresses, which led to stealing $60,000,000 worth of cryptocurrency from 99,000 people in six months.
November 13, 2023Source

Google takes legal action against scammers who exploit enthusiasm for Bard AI
Google has announced in a blog post today that it will be taking legal action against two groups of scammers who are using the Bard name and the hype around both it, and generative AI, to profit from unsuspecting and vulnerable groups of people.
November 13, 2023Source

Jim Cramer Has Been Utterly Crushed on His Bitcoin Call
With the launch of dedicated Jim Cramer-tracking ETFs, there was widespread hope for a period of time that the CNBC host would become more circumspect in issuing his infamous investment recommendations, ones that had spawned an entire genre of contrarian investment style, based on Cramer's well-tested ability to echo the market's consensus view. Alas, with the shuttering of the Long Cramer Tracker ETF back in August after notching just 2.2 percent gains for the year, that hope has all but disappeared.
November 13, 2023Source

Seattle wants to charge DoorDash and other gig companies 10 cents per order for new license fee
Companies like DoorDash and Rover may be required to pay a 10-cent per-order fee if a new proposed ordinance makes its way through Seattle City Council.
November 13, 2023Source

Computer — Business News — November 13th, 2023

China's YMTC claims Micron infringed on its 3D NAND patents
The latest battle in the US-China tech war will be fought in a California court
November 13, 2023Source

YMTC accuses Micron of 'freeriding' on its 3D NAND patents
Comes after US memory maker labeled security threat by China
November 13, 2023Source

Computer — Business News — November 10th, 2023

Chinese AI Firm Stockpiled 18 Months of Nvidia GPUs Before Export Ban
There are loads of unused Nvidia AI and HPC GPUs in China, it seems.
November 10, 2023Source

China's SMIC Foundry Fumbles, 80% Decline In Profit
China's premier fab hits a snag.
November 10, 2023Source

Computer — Business News — November 9th, 2023

All the big tech layoffs of 2023
Amazon, Google and Microsoft are just some of those cutting jobs.
November 9, 2023Source

Computer — Business News — November 7th, 2023

Canon Unveils More Affordable 5nm Lithography Machines to Challenge ASML
The machines will be 'one decimal point' less expensive than ASML's best fabrication technology.
November 7, 2023Source

Global SSD Shipments Down 10.7% YoY to 114 Million Units in 2022
TrendForce has issued its latest findings, indicating that the global SSD market has rectified its supply and demand dynamics in 2022, following a resolution in the shortage of master control ICs that had hampered the market in 2021. Despite the normalization of supply, global SSD shipments witnessed a decline, with only 114 million units shipped in 2022--a 10.7% decrease from the prior year.
November 7, 2023Source

Computer — Business News — November 3rd, 2023

Apple's Services quarterly revenue hits $22.3 billion; another new all-time record
Apple on Thursday reported a blowout quarterly earnings report, beating Wall Street revenue and EPS estimates, with its Services division hitting another new all-time quarterly record with $22.314 billion in revenue.
November 3, 2023Source

Arm Acquires Minority Stake in Raspberry Pi
Arm Holdings has acquired a minority stake in Raspberry Pi Ltd, reinforcing a partnership that began in 2008. This strategic investment is designed to support development of Raspberry Pi's low-cost low-power Arm-based platforms aimed at edge computing and IoT applications, leveraging Raspberry Pi's ability to deliver affordable, high-performance computing globally.;
November 3, 2023Source

Arm picks up a minority stake in Raspberry Pi
Arm likely wants more of a foothold in the Internet of Things ecosystem.
November 3, 2023Source

YMTC Spent 7 Billion US Dollars to Overcome US Sanctions, Now Plans Another Investment
Yangtze Memory Technologies Corp (YMTC), China's biggest NAND flash memory manufacturer, has successfully raised billions of US Dollars in new capital to adapt to challenging US restrictions. According to the report from Financial Times, YMTC, which was added to a trade blacklist in December and barred from procuring US equipment to manufacture chips, exceeded its funding target.
November 3, 2023Source

Computer — Business News — November 2nd, 2023

Apple posts another quarterly dip as Mac sales drag
iPhone and Services shine in a fairly flat quarter.
November 2, 2023Source

Apple Reports 4Q 2023 Results: $23B Profit on $89.5B Revenue
Apple today announced financial results for the fourth fiscal quarter of 2023, which corresponds to the third calendar quarter of the year.
November 2, 2023Source

Apple's revenue declines again despite record iPhone and services sales
Services and iPhone revenues set records according to the company's latest quarterly earnings report, but other hardware categories were down.
November 2, 2023Source

Apple stock rises ahead of Q423 earnings report later today
Shares of Apple rose in Thursday morning trading ahead of the world's most valuable company's fiscal fourth quarter results, due after the closing bell.
November 2, 2023Source

Kingston Nabbed 78% of Global DRAM Module Market in 2022
The second-place company came in at under 4% of global shipments.
November 2, 2023Source

Zephr emerges from stealth with $3.5M and plans to create a 'networked GPS' using cell phones
Zephr has emerged from stealth with radical plans to dramatically improve GPS — using cell phones with zero hardware modifications.
November 2, 2023Source

Computer — Business News — October 31st, 2023

AMD's Shares Whipsaw After Q3 2023 Earnings As PC Stability Competes With Guidance Miss
Chip designer AMD's shares dropped by 4% in after-market trading after it released its earnings result for the third quarter of its fiscal year 2023. The results saw AMD post annual revenue growth in a sign that troubles in the semiconductor industry appear to be stabilizing.
October 31, 2023Source

China's Blacklisted YMTC Ships World-Leading 232-Layer 3D QLC NAND
TechInsights finds bleeding-edge 3D QLC NAND-based SSD.
October 31, 2023Source

Lenovo moves beyond the PC, shows off data center, enterprise, turnkey AI solutions
Lenovo unites businesses, showcases AI strategy
October 31, 2023Source

Samsung Electronics says Q3 operating profits down but flags 2024 chip recovery
South Korea's Samsung Electronics said Tuesday that its operating profits for the July to September period were down nearly 80 percent, but forecast that a prolonged slump in the memory chip market was coming to an end.
October 31, 2023Source

Samsung just had its best quarter of the year despite operating profit falling 78%
The memory chip market is showing signs of improvement
October 31, 2023Source

Vietnam is Aiming to Become a Semiconductor Manufacturing Nation
According to a news post by Reuters, Vietnam is the latest nation that is trying to become a semiconductor manufacturing nation, albeit its plans are nothing like what China is doing, instead the nation is trying to woo existing semiconductor companies to build fabs in Vietnam.
October 31, 2023Source

Western Digital Spins Off Flash Memory Business After Kioxia Merger Talks Fizzle
In a surprise move, Western Digital is splitting its hard disk drive (HDD) and flash memory storage businesses into separate companies, effectively spinning off its solid state drive (SSD) division. The move comes around the eight-year anniversary of when Western Digital announced plans to acquire SanDisk for $19 billion (the deal closed in May 2016), which helped the company become a major player in the NAND flash memory market.
October 31, 2023Source

Computer — Business News — October 30th, 2023

Sundar Pichai argues in court that Google isn't evil, it's just a business
Pichai spent a chunk of his US v. Google testimony answering for Google's past — and explaining where all that search-default money comes from.
October 30, 2023Source

Everdisplay's losses increase as demand for OLED displays in sluggish
China-based AMOLED producer Everdisplay (EDO) reported its financial results for Q3 2023. Net loss increased to 1.1 billion Yuan ($150 million USD), and total loss in 2023 so far was 2.39 billion Yuan (around $325 million USD).
October 30, 2023Source

Western Digital to separate into two distinct publicly traded entities
Post the inconclusive merger talks with Kioxia, Western Digital has declared plans to separate into two distinct publicly traded entities, focusing on hard drives and flash memory. This division, endorsed by Western Digital's Board of Directors, is projected for completion as a tax-neutral transaction in the second half of 2024.
October 30, 2023Read SourceSource

Western Digital Reports Fiscal First Quarter 2024 Financial Results
Western Digital Corp. (Nasdaq: WDC) today reported fiscal first quarter 2024 financial results. "Western Digital's fiscal first quarter results exceeded our expectations as the team's efforts to bolster business agility and develop differentiated and innovative products across a broad range of end-markets have resulted in sequential margin improvement across flash and HDD businesses," said David Goeckeler, Western Digital CEO
October 30, 2023Source

Computer — Business News — October 27th, 2023

Intel Shrugs Off 'Insignificant' Arm As Q3 Earnings Beat Smokes Expectations
There has been a lot of talk about Arm encroaching onto x86 territory (more so than it already has), especially on the heels of Qualcomm unveiling its Snapdragon X Elite platform, which is perhaps the biggest threat to x86's dominance to date.
October 27, 2023Source

Computer — Business News — October 26th, 2023

SK Hynix Objects to Kioxia-Western Digital Merger
SK Hynix indirectly confirms merger between Western Digital and Kioxia.
October 26, 2023Source

These 9 PC makers could launch Windows PCs with Qualcomm Snapdragon X Elite chips
The Qualcomm Snapdragon X Elite processor is an ARM-based chip that Qualcomm says delivers up to twice the performance of comparable x86 processors in at least some situations. And it's also more energy-efficient, with Qualcomm claiming it can match competitors' performance while using just one third as much electricity.
October 26, 2023Source

Computer — Business News — October 24th, 2023

Apple risks getting dragged into U.S.-China relations over highly volatile Taiwan issue
For decades now, Apple has facd an ever-escalating series of challenges in China, from fake stores and factory protests to tightening censorship and mass app bans by the Chinese Communist Party. Now, the company risks getting dragged into the most volatile issue in U.S.-China relations: the future of Taiwan.
October 24, 2023Source

Microsoft is rolling in dough, no thanks to Surface
But does that even matter anymore?
October 24, 2023Source

Microsoft reports $56.5 billion in revenue for FY24 Q1, declines in Surface offset by increases in cloud, Office, and Xbox
Microsoft's revenue this quarter was up 13% year-over-year, mostly thanks to the cloud again.
October 24, 2023Source

Microsoft tops expectations as tech giant looks to AI to fuel growth
Microsoft exceeded Wall Street's expectations with revenue of $56.5 billion, up 13% year-over-year, and earnings of $2.99 per share, up 27%, with increased cloud revenue foreshadowing strong interest in its artificial intelligence products.
October 24, 2023Source

Computer — Business News — October 23rd, 2023

Can you guess where an ex-ASML employee, accused of stealing chip-making IP, ended up? (not jail)
Here is a report that is bound to aggravate officials and lawmakers in the U.S., especially in light of the controversy over the 7nm Huawei Kirin 9000s 5G chip used to power the recently released Huawei Mate 60 line.
October 23, 2023Source

China tells Tim Cook it is committed to Apple relationship, welcomes foreign enterprises
Amid rising tensions with the US
October 23, 2023Source

Microsoft investing $3.2 Billion in Australia to expand AI and cloud computing infrastructure
The largest investment Microsoft has ever made in Australia.
October 23, 2023Source

Nvidia and AMD plan to launch Arm PC chips as soon as 2025, Reuters reports
Nvidia and AMD are planning to take on Intel and Qualcomm for the key chips inside PCs.
October 23, 2023Source

NVIDIA is reportedly working on Arm-based processors for Windows PCs
They could arrive as early as 2025.
October 23, 2023Source

White House names 31 tech hubs in U.S., including aerospace, mass timber, microfluidics efforts in NW
The White House announced Monday the designation of 31 technology hubs across the U.S. aimed at spurring innovation and job creation in clean energy, artificial intelligence, precision medicine, biotech and more.
October 23, 2023Source

Computer — Business News — October 20th, 2023

Apple stock is on its longest losing streak since January 2022
Apple has lost roughly $122 billion — more than the entire market value of Qualcomm — over the last six trading sessions. Apple stock is on its longest losing streak since January 2022. The stock, off another 1.47% today, has fallen about 4% over the past six down sessions.
October 20, 2023Source

Computer — Business News — October 19th, 2023

India allows restriction-free imports of MacBooks, iPads, other laptops and tablets
India lifted restrictions on laptop and tablet imports on Thursday and launched a new authorization system to track shipments without disrupting the market.
October 19, 2023Source

Biden has brought the ban hammer down on US export of AI chips to China
Datacenter GPUs and some consumer cards now exceed performance limits
October 19, 2023Source

Solus Advanced Materials builds a new plant in Korea to produce OLED related materials
Korea-based OLED materials maker Solus Advanced Materials has completed the construction of a new 6006 sqm plant that will produce its OLED related materials. The new plant, located at Iksan will start trial production soon.
October 19, 2023Source

Lenovo Opens New Global Innovation Centre in Budapest
Lenovo today announced the Europe based Innovation Centre specializing in HPC and AI, will now operate with enhanced customer experience from the in-house manufacturing facility in Budapest.
October 19, 2023Source

TSMC Reports Third Quarter Results
TSMC today announced consolidated revenue of NT$546.73 billion, net income of NT$211.00 billion, and diluted earnings per share of NT$8.14 for the third quarter ended September 30, 2023. Year-over-year, third quarter revenue decreased 10.8% while net income and diluted EPS both decreased 24.9%.
October 19, 2023Source

Computer — Business News — October 18th, 2023

UK lost €2.3B in tax from big tech because rules are 'no longer fit for purpose'
New research has shone a light on the structures used by tech firms to avoid taxes
October 18, 2023Source

Computer — Business News — October 17th, 2023

Canon Prepares Nanoimprint Lithography Tool To Challenge EUV Scanners
Canon has recently revealed its FPA-1200NZ2C, a nanoimprint semiconductor manufacturing tool that can be used to make advanced chips. The device uses nanoimprint lithography (NIL) technology as an alternative to photolithography, and can theoretically challenge extreme ultraviolet (EUV) and deep ultraviolet (DUV) lithography tools when it comes to resolution.
October 17, 2023Source

Fourth Quarter NAND Contract Prices To rise — SSDs will get more expensive
TrendForce analysis indicates that NAND contract prices in the fourth quarter are forecasted to rise by 8-13% in comparison to the previous quarter. This upswing is primarily attributed to suppliers actively managing their production capacities and implementing significant cutbacks in the NAND Flash market.
October 17, 2023Source

Computer — Business News — October 16th, 2023

Bethesda Head of Publishing, Pete Hines, to retire after 24 years
"After an amazing career, culminating in the incredible launch of Starfield, it feels like the time is right," said Hines.
October 16, 2023Source

GPD Accuses AMD of Violating Supply Contract
GPD cannot get enough Ryzen 7 7840U processors from AMD to fulfill its crowdfunded orders.
October 16, 2023Source

Qualcomm joins tech layoff trend: Cuts 1,258 jobs in California amid industry challenges
In 2023, global tech giants faced a challenging time, with companies like X (formerly Twitter), Amazon, Google, Microsoft, and Meta collectively laying off over 50,000 employees. This unfortunate trend has unsurprisingly resulted in these companies' CEOs receiving the lowest approval ratings. Adding to this wave of layoffs, Qualcomm, a leading mobile chipmaker, has joined the ranks.
October 16, 2023Source

Samsung Display researcher nabbed for selling trade secrets to China's OLED industry
A Samsung Display employee has been arrested in South Korea on charges of industrial espionage in favor of the Chinese OLED panel industry. The person allegedly transferred knowledge worth up to $300 million to their own company and then to China, reports The Elec, citing local prosecutors.
October 16, 2023Source

Computer — Business News — October 13th, 2023

Apple AirTags stalking led to financial ruin and murders, California class action lawsuit claims
This month, more than three dozen people who were allegedly terrorized by stalkers using Apple AirTags have joined a class-action lawsuit against the company. They allege that AirTags have become a dangerous tool for stalkers because they can be easily, cheaply, and secretly used to track victims' real-time location.
October 13, 2023Source

Apple's AirTags Force A Class Action Lawsuit From Victims, Claiming That The Trackers Are The Ideal Tools For Stalkers
The AirTags were originally launched to help keep track of your items or expensive belongings if they ever got lost, misplaced, or stolen, but thanks to Apple's vast Find My network, these devices have been included in a number of nefarious activities. Though Apple has done its best to implement anti-stalking countermeasures, it has not prevented three victims from filing a class action lawsuit against the company, claiming that these trackers are the weapon of choice for stalkers and abusers.
October 13, 2023Source

Biden hopes to squeeze loopholes to slow China's devouring of US AI chips
Won't stop supply of nerfed export-friendly accelerators
October 13, 2023Source

Caltech's seven-year Wi-Fi patent battle with Apple and Broadcom is over
The 2016 lawsuit alleged that iPhones and other devices infringed on Caltech's patents.
October 13, 2023Source

Canon challenges ASML supremacy in chip manufacturing with a new nanoimprint lithography system
A machine with reduced power consumption to make 5nm-node semiconductors
October 13, 2023Source

Computer — Business News — October 12th, 2023

Apple AirTags stalking led to ruin and murders, lawsuit says
Dozens join lawsuit alleging Apple AirTags are stalkers' "weapon of choice."
October 12, 2023Source

Caltech ends billion-dollar U.S. patent fight with Apple and Broadcom
The California Institute of Technology (Caltech) has reached an agreement to settle a patent lawsuit against Apple and Broadcom over Wi-Fi chips, according to a filing in California federal court. The terms of the settlement were not disclosed.
October 12, 2023Source

Microsoft owes $29 billion in back taxes, IRS says
The adjusted bill for returns from 2004-2013 is a huge chunk of change — Microsoft has already promised to appeal.
October 12, 2023Source

Computer — Business News — October 11th, 2023

Carefull lands $16.5M to shield seniors from financial fraud
Carefull, a fintech platform that aims to help banks protect older customers from fraud, scams and "money mistakes," today announced that it raised $16.5 million in a Series A round led by Fin Capital with participation from TTV Capital, Bessemer Venture Partners, Commerce Ventures, Montage Ventures and Alloy Labs.
October 11, 2023Source

Global Notebook Market to Rebound in 2024, Projected Yearly Shipment Growth of 2-5%
TrendForce reports that the second quarter revealed notebook inventory channels displaying healthy levels. Both North America and Asia-Pacific regions are demonstrating a healthy appetite for mid and low-tier consumer models.
October 11, 2023Source

Indian startups were not spared in the global venture slowdown of Q3
The Indian startup ecosystem did not escape the fundraising woes that struck the rest of the world in the third quarter: Startups in the country raised 50% less than they did a year ago and raised less than they did in the second quarter as well, according to private market database Tracxn.
October 11, 2023Source

Investors suggest funds prepare for the fallout of the Fearless Fund lawsuit, not worry about it
Fearless Fund, which provides grants and investments to women of color, has been indefinitely barred from deploying its $20,000 grant to Black women after the American Alliance for Equal Rights, led by conservative activist Edward Blum (best known as the man who helped overturn affirmative action in education), sued them over the scheme.
October 11, 2023Source

Profits up at Indian IT giant TCS on overseas growth
Profits for Indian software giant TCS were up 8.7 percent on-year in the September quarter thanks to robust growth in emerging markets and client loyalty, the company announced Wednesday.
October 11, 2023Source

Report: Global PC Shipments Decline Again in the Third Quarter of 2023 Amid Signs of Market Improvement
The downward spiral for PC shipments continued during the third quarter of 2023 (3Q23) as global volumes declined 7.6% year over year with 68.2 million PCs shipped, according to preliminary results from the International Data Corporation (IDC) Worldwide Quarterly Personal Computing Device Tracker.
October 11, 2023Source

Sony Ventures earmarks $10M to invest in African entertainment startups
Sony Group announced today that it has established Sony Innovation Fund: Africa, a program that will support the growth of entertainment businesses in Africa. Appropriately, the Tokyo multinational conglomerate, through Sony Ventures Corporation, has earmarked $10 million for early-stage startups in gaming, music, film and content distribution.
October 11, 2023Source

Why California's Right To Repair Law Could Have Big Implications For The US
While requests for personal mechanical and device repair have been around for decades, the "Right to Repair" movement really started in earnest in 2012. That was when the first Right to Repair law was passed in Massachusetts for automotive repair. 
October 11, 2023Source

Computer — Business News — October 10th, 2023

AMD Announces Acquisition of Nod.ai, Plans to Rapidly Improve AI Resources
AMD has announced plans to acquire the open-source AI platform Nod.ai, in an attempt to catalyze developments on the company's AI software resources.
October 10, 2023Source

PC shipments remain in decline, but generative AI could reverse the trend: IDC
PC shipments suffer another year-over-year decline in the third quarter, as Apple sees a drop of 23%.
October 10, 2023Source

SBF on trial: The Python code that allegedly let Alameda hedge fund spend people's FTX deposits
And Caroline Ellison says she was told by Bankman-Fried to take $10B from customer accounts
October 10, 2023Source

When will Apple open its first African retail store?
Chasing growth, Apple has global ambitions and is doing its level best to establish a foothold in every territory that may deliver economic buoyancy as traditional markets face steep decline.
October 10, 2023Source

Computer — Business News — October 9th, 2023

AMD executive says Intel Foundry Services is destined to fail
Diverting funds from design efforts is bad for business, a pure chip design company says
October 9, 2023Source

Epic Games versus Google antitrust witness list includes Sundar Pichai
A lengthy list but they all may not take the stand.
October 9, 2023Source

Computer — Business News — October 6th, 2023

Lenovo exec promises 80 percent of its devices will be consumer-repairable by 2025
Maybe it's serious about going the Framework route?
October 6, 2023Source

Computer — Business News — October 5th, 2023

Lenovo PC boss: 4 in 5 of our devices will be repairable by 2025
And the repair parts will be repairable too. Batteries, SSDs and more will no longer be sealed into casing
October 5, 2023Source

TSMC Forms A Team of 200 R&D Specialists For Silicon Photonics, Partners Include NVIDIA & Broadcom
The advent of silicon photonics is the next big thing in the semiconductor industry, and it is now being reported that TSMC has joined hands with NVIDIA and Broadcom to accelerate R&D efforts.
October 5, 2023Source

Computer — Business News — October 3rd, 2023

Samsung 'was hoist with its own petard' in court ruling that could cost it millions for violations of privacy law
A terms of service agreement--that long list of legalese that most people ignore--could cost Samsung millions of dollars in a mass arbitration action over the Illinois biometric privacy law.
October 3, 2023Source

Tenstorrent to Use Samsung's SF4X for Quasar Low-Cost AI Chiplet
Tenstorrent this week announced that it had chosen to use Samsung's SF4X (4 nm-class) process technology for its upcoming low-cost, low-power codenamed Quasar chiplet for machine learning workloads. The chiplets will be made at Samsung's new fab near Taylor, Texas when it becomes operational in 2024.
October 3, 2023Source

Zero trust and why it matters to the Apple enterprise
For Apple admins, zero trust is a chance to deliver highly secure computing environments and industry-leading ease of use, within budgets, at a lower TCO.
October 3, 2023Source

Computer — Business News — October 2nd, 2023

Asus Formally Completes Acquisition of Intel's NUC Business
ASUS has formally acquired Intel's Next Unit of Computing (NUC) products based on Intel's 10th to 13th Generation Core processors. Asus is set to continue building and supporting Intel's existing NUCs and will, over time, roll out its own compact NUC systems for office, entertainment, gaming, and many other applications.
October 2, 2023Source or Source

Computer — Business News — September 29th, 2023

Japan Display cancels its planned eLEAP OLED JV with HKC, now plans to produce panels itself in China
In 2022, Japan Display (JDI) announced that it has developed a "historic breakthrough in display technology" — a new OLED deposition process which they refer to as eLEAP, that is said to be cost effective and can be used to create freeform OLEDs that are brighter, more efficient, and longer lasting compared to OLEDs produced using mask evaporation (FMM).
September 29, 2023Source

Japanese Government Ups Micron EUV Fab Subsidies to $1.29 Billion
EUV lithography coming to Japan.
September 29, 2023Source

Computer — Business News — September 28th, 2023

Amazon wins interim stay on delivering a public ads archive in early challenge to EU's Digital Services Act
Amazon has chalked up an early (partial) win in a court challenge related to the European Union's designation of its ecommerce marketplace as subject to the strictest level of regulation under the bloc's recently rebooted digital rulebook, the Digital Services Act (DSA).
September 28, 2023Source

Former Microsoft lead Panos Panay will be the next head of Amazon's devices team
Microsoft and Amazon have a history of teaming up to make their devices and apps more user-friendly. Remember when they joined forces to bring Android apps to PCs with Windows 11 or when they partnered to bring Skype calling to Alexa devices? Well, they might not be working on a project together right now, but they still have something in common.
September 28, 2023Source

French Authorities Investigate Nvidia's French Offices in Cloud-Computing Competition Inquiry
French authorities received approval from judge for the raid of local offices. NVIDIA offices were raided yesterday morning.
September 28, 2023Source

Judge orders Apple to face Apple Pay antitrust lawsuit
A U.S. judge on Wednesday ordered Apple to face a private antitrust lawsuit by payment card issuers accusing the company of thwarting competition for its Apple Pay mobile wallet.
September 28, 2023Source

Looks like NVIDIA got raided by French antitrust authorities
The Autorite de la concurrence carried out a dawn raid.
September 28, 2023Source

Micron Technology Reports Results for the Fourth Quarter and Full Year of Fiscal 2023
Micron Technology Inc. today announced results for its fourth quarter and full year of fiscal 2023, which ended August 31, 2023.
September 28, 2023Source

NVIDIA Offices Raided By French Law Enforcement Over Suspected "Anticompetitive Practices"
NVIDIA France offices were raided by French law enforcement and antitrust authorities over suspected engagement of anti-competitive practices.
September 28, 2023Source

Computer — Business News — September 27th, 2023

EU tells Apple to 'open gates' to competitors
Thierry Breton met with Tim Cook to discuss about the Digital Markets Act
September 27, 2023Source

Synopsys and TSMC Streamline Multi-Die System Complexity with Unified Exploration-to-Signoff Platform and Proven UCIe IP on TSMC N3E Process
Synopsys, Inc. today announced it is extending its collaboration with TSMC to advance multi-die system designs with a comprehensive solution supporting the latest 3Dblox 2.0 standard and TSMC's 3DFabric technologies. The Synopsys Multi-Die System solution includes 3DIC Compiler, a unified exploration-to-signoff platform that delivers the highest levels of design efficiency for capacity and performance.
September 27, 2023Source

TSMC Announces Breakthrough Set to Redefine the Future of 3D IC
TSMC today announced the new 3Dblox 2.0 open standard and major achievements of its Open Innovation Platform (OIP) 3DFabric Alliance at the TSMC 2023 OIP Ecosystem Forum. The 3Dblox 2.0 features early 3D IC design capability that aims to significantly boost design efficiency, while the 3DFabric Alliance continues to drive memory, substrate, testing, manufacturing, and packaging integration.
September 27, 2023Source

Computer — Business News — September 26th, 2023

GlobalFoundries Applies for CHIPS Money to Expand U.S. Fabs
GlobalFoundries has applied for financial support from the U.S. CHIPS and Science Act to expand its American manufacturing sites, the company said this week. The company intends to get federal grants and investment tax credits to upgrade facilities used to build chips for various applications, including automotive, aerospace, defense, and many other industries.
September 26, 2023Source or Source

Canalys Predicts Upswing for North American PC Market
The latest Canalys data reveals that PC shipments (desktops, notebooks and workstations) in the US declined just 6% year-on-year to 18.2 million units in Q2 2023, marking a significant improvement compared to earlier quarters this year
September 26, 2023Source

Newegg wants your used graphics card
Finding a home for your old GPUs.
September 26, 2023Source

Ryan Shrout is no longer working for Intel
Former Editor-in-Chief at PC Perspective is joined Intel in 2018.
September 26, 2023Source

Computer — Business News — September 25th, 2023

Micron Breaks Ground on US$2.7 Billion Semiconductor Assembly Plant in India
This past weekend, Micron broke ground on what will be a new semiconductor assembly plant in Gujarat, India. The new facility is said to cover almost 0.4 square kilometres of land or 93 acres, on which phase one will include a 46.5 thousand square metre clean room.
September 25, 2023Source

Scott Herkelman to leave AMD at the end of this year
Scott Herkleman, soon former Senior Vice President and General Manager of AMD's Graphics Business Unit has today confirmed he is leaving AMD.
September 25, 2023Source

This ultraportable VR headset gave me a taste of Vision Pro at a fraction of the cost
MacBook pairing and hands-free controls on the HTC Vive XR Elite made working from a new home a lot easier.
September 25, 2023Source

TSMC's AI Chips Can Become Pricier As Supply Chain Costs Rise
Due to the nature of its CoWoS chip packaging technology, prices for artificial intelligence (AI) chips manufactured by the Taiwan Semiconductor Manufacturing Company (TSMC) are expected to increase in the coming months, according to a news report from Taiwan.
September 25, 2023Source

Computer — Business News — September 22nd, 2023

EU reinstates $400 million fine on Intel for blocking sales of competing chips
That's less than half of the $1.13 billion fine the Commission originally levied against Intel.
September 22, 2023Source

Nvidia Surpasses Qualcomm as World's Biggest Fabless Chip Designer
Nvidia's earnings in Q2 surpassed Qualcomm's revenue.
September 22, 2023Source

The European Commission Re-Imposes €376.36 Million Fine on Intel for Anticompetitive Practices in the Market for Computer Chips
The European Commission has re-imposed a fine of around €376.36 million on Intel for a previously established abuse of dominant position in the market for computer chips called x86 central processing units ('CPUs'). Intel engaged in a series of anticompetitive practices aimed at excluding competitors from the relevant market in breach of EU antitrust rules.
September 22, 2023Source

Unity makes a move on pricing
Marc Whitten, the head of Unity Create, has shared an important update regarding Unity's pricing structure. This update begins with a sincere apology from the creators of this widely used graphics engine. This apology was necessary because the previously announced pricing changes caught both the gaming community and developers off guard.
September 22, 2023Source

Computer — Business News — September 21st, 2023

Apple assembler Luxshare's iPhone production in China doubled year over year
Apple supplier Luxshare Precision Industry is producing three models of the iPhone 15 series in China this year, and the business has doubled in a year, Luxshare's chairwoman said on Thursday.
September 21, 2023Source

TSMC Considering Advanced Packaging Request for Arizona Fab
A US delegation has visited Taiwan in order to discuss semiconductor industry partnerships--Katie Hobbs, governor of Arizona, declared that plans for TSMC's Fab 21 facility could be expanded into fairly ambitious areas: "Part of our efforts at building the semiconductor ecosystem is focusing on advanced packaging, so we have several things in the works around that right now."
September 21, 2023Source

U.S. Government Awards GlobalFoundries New $3.1 Billion, 10-Year Contract for Secure Chip Manufacturing
The U.S. Department of Defense (DoD) has awarded GlobalFoundries (Nasdaq: GFS) (GF) a new 10-year contract for a supply of securely manufactured, U.S.-made semiconductors for use across a wide range of critical aerospace and defense applications.
September 21, 2023Source

Computer — Business News — September 19th, 2023

Amazon's devices division roiled by mass layoffs and key executive departures
Some workers within Amazon's hardware devices division — responsible for Kindle readers and Echo with Alexa speakers — say morale within the division has suffered amid mass layoffs, departures of key executive, and a weak development pipeline of new devices, Reuters reports Tuesday.
September 19, 2023Source

Computer — Business News — September 18th, 2023

Panos Panay Surprises By Leaving Microsoft Just Days Before Surface Event
On Monday morning, Microsoft executive vice president and chief product officer Panos Panay announced on Twitter/X that he was leaving the company after almost 20 years. The news comes just three days before an event in New York City that is set to feature the latest Surface hardware announcements.
September 18, 2023Source

Report: Departing Microsoft exec Panos Panay set to lead Amazon's Alexa and Echo business
In-depth Amazon coverage from the tech giant's hometown, including e-commerce, AWS, Amazon Prime, Alexa, logistics, devices, and more.
September 18, 2023Source

TSMC Secures Approval For $4.5 Billion Investment In U.S. Chip Plant
The Taiwan Semiconductor Manufacturing Company (TSMC) has won the Taiwanese government's approval to invest $4.5 billion in its new manufacturing facility in America. TSMC is building a chip manufacturing site in Arizona that is slated to start production by 2025 after a delay that the firm confirmed earlier this year.
September 18, 2023Source

Computer — Business News — September 15th, 2023

How do consumers make online shopping choices? The mouse may hold the answer
Consumers are not always predictable when it comes to choosing products online--a concept that lies at the core of Cornell's latest research in consumer psychology.
September 15, 2023Source

Samsung Slashes NAND Output by 50%, Prices to Slowly Edge Higher
Fixing prices from the supply side.
September 15, 2023Source

Computer — Business News — September 14th, 2023

SoftBank's Arm jumps 18% in IPO debut to notch $65 billion valuation
Shares in SoftBank's Arm Holdings (ARM) opened 18% above their IPO price in their Nasdaq debut on Thursday, valuing the chip designer at nearly $60 billion as it returned to public trading after seven years.
September 14, 2023Source

Computer — Cables — September 14th, 2023

5 Of The Best Lightning To USB-C Adapters
With the launch of the iPhone 15 series, Apple is well on the way of making its Lightning connector obsolete. The first iPhones shipped with Apple's bulky 30-pin connector, which the brand replaced with the lighter, slimmer Lightning port in 2012.
September 14, 2023Source

Best USB-C Hub 2023
From inexpensive travel hubs to full-size Thunderbolt docks, these are the best USB-C hubs and docks tested by CNET editors.
September 14, 2023Source

Versatile new 4-in-1 MagSafe charger takes unusual form
The new Ugreen Nexode 100W GaN Charging Station, rolled out Thursday, combines MagSafe charging for iPhone with GaN USB-C charging for other devices in a compact form factor, the company said.
September 14, 2023Source

What is USB-C? A computer engineer explains the one device connector to rule them all
Apple announced on Sept. 12, 2023, that it plans to adopt the USB-C connector for all four new iPhone 15 models, helping USB-C become the connector of choice of the electronics industry, nine years after its debut. The move puts Apple in compliance with European Union law requiring a single connector type for consumer devices.
September 14, 2023Source

Computer — Business News — September 12th, 2023

Apple launches the iPhone 15 series, new Apple Watches — and talks up its green plans
Not only did Apple introduce its latest bid for smartphone dominance — the iPhone 15 and 15 Pro — but it delivered a heavy focus on the environment and its progress toward becoming completely carbon neutral by 2030.
September 12, 2023Source

Arm Develops Full Chip Designs for Multiple Markets: Report
Arm hopes to boost profitability by developing reference solutions for high-growth markets.
September 12, 2023Source

Intel Sells Minority Stake in IMS Nano to TSMC
IMS Nano gains more independence
September 12, 2023Source or Source

HP exec: There's no going back to the pre-pandemic workplace
Unlike many companies mandating a return to office, HP has settled on a more relaxed view of hybrid work, enticing workers to come in with the latest technology and letting them and their managers choose when they need to be in the office.
September 12, 2023Source

TSMC gobbles up $430M slice of Intel's IMS Nanofab unit
Taiwanese also plot $100M investment in Arm IPO, x86 giant gets real about Thunderbolt 5
September 12, 2023Source

UPMEM Raises €7M to Revolutionize AI and Analytics Processing
UPMEM, a fabless semiconductor startup has raised €4.1 M equity from the European Innovation Council (EIC) Fund and Venture Capitalists (Partech, Western Digital Capital, C4 Ventures...), and a €2.5M grant from the EIC. Founded by Fabrice Devaux and Gilles Hamou, the company is pioneering ultra-efficient Processing In Memory (PIM) accelerators to tackle the significant challenge of compute efficiency for AI and big data applications.
September 12, 2023Source

Computer — Business News — September 11th, 2023

Apple's Made-in-Arizona chips will still require packaging in Taiwan
Apple's chip fabricator TSMC is building an Arizona facility that's been pitched as lessening reliance on foreign chipmaking facilities — specifically those in Taiwan, which has been under threat of a blockade or even takeover by China.
September 11, 2023Source

TSMC, Broadcom & NVIDIA Alliance Reportedly Set to Advance Silicon Photonics R&D
Taiwan's Economic Daily reckons that a freshly formed partnership between TSMC, Broadcom, and NVIDIA will result in the development of cutting-edge silicon photonics. The likes of IBM, Intel and various academic institutes are already deep into their own research and development processes, but the alleged new alliance is said to focus on advancing AI computer hardware.
September 11, 2023Source

Computer — Business News — September 8th, 2023

Chinese-made 7nm chips in Huawei phone raise questions over US export ban
The discovery of 7nm, 5G-enabled chips in Huawei's latest phone has sparked an investigation by the US Commerce Department into how the country was able to acquire the technology.
September 8, 2023Source

EU has 'no chance' of semiconductor independence — but neither does anyone else
Chris Miller, the author of Chip War, says the chip world has split into two factions
September 8, 2023Source

Computer — Business News — September 7th, 2023

AMD's CEO Lisa Su Reiterates "AI Priority", Forecasts $150 Billion Revenue by 2027
Industry leaders are expressing high optimism towards the AI "boom," with the likes of AMD making it clear that their priority is to reap the benefits from the hyped-up industry.
September 7, 2023Source

China's SMIC Allegedly Violated U.S. Sanctions Selling Chips to Huawei
SMIC should not have supplied Huawei Kirin 9000s processor, says U.S. lawmaker.
September 7, 2023Source

Intel Reaches Foundry Deal With Tower Semiconductor, Investment Reaches Up To $300 Million
Intel Foundry and Tower Semiconductor have agreed on collaboration, as both companies previously exited from a $5.4 billion deal, citing regulator concerns.
September 7, 2023Source

Computer — Business News — September 5th, 2023

Intel Foundry Services and Tower Semiconductor Announce New US Foundry Agreement
Intel Foundry Services (IFS) and Tower Semiconductor, a leading foundry for analog semiconductor solutions, today announced an agreement where Intel will provide foundry services and 300 mm manufacturing capacity to help Tower serve its customers globally.
September 5, 2023Source

Top Ten Semiconductor Foundries Report a 1.1% Quarterly Revenue Decline in 2Q23, Anticipated to Rebound in 3Q23
TrendForce reports an interesting shift in the electronics landscape: dwindling inventories for TV components, along with a surging mobile repair market that's been driving TDDI demand, have sparked a smattering of urgent orders in the Q2 supply chain.
September 5, 2023Source

Computer — Business News — September 4th, 2023

Arm Prepares for IPO: Apple, NVIDIA, Intel, and Samsung are Strategic Partners
Arm's impending IPO, valued between $60 billion and $70 billion, has reportedly garnered substantial backing from industry giants such as Apple, NVIDIA, Intel, and Samsung, as per sources cited in a Bloomberg report. This much-anticipated public offering serves as a litmus test for investor interest in new chip-related stocks and could reshape the tech industry landscape.
September 4, 2023Source

Softbank Seemingly Lines Up Apple, AMD, and Nvidia for Arm IPO: Report
Arm lines up strategic investors ahead of IPO.
September 4, 2023Source

Computer — Business News — September 5th, 2023

Intel Foundry Services and Tower Semiconductor Announce New US Foundry Agreement
Intel Foundry Services (IFS) and Tower Semiconductor, a leading foundry for analog semiconductor solutions, today announced an agreement where Intel will provide foundry services and 300 mm manufacturing capacity to help Tower serve its customers globally.
September 5, 2023Source

Top Ten Semiconductor Foundries Report a 1.1% Quarterly Revenue Decline in 2Q23, Anticipated to Rebound in 3Q23
TrendForce reports an interesting shift in the electronics landscape: dwindling inventories for TV components, along with a surging mobile repair market that's been driving TDDI demand, have sparked a smattering of urgent orders in the Q2 supply chain.
September 5, 2023Source

Computer — Business News — September 4th, 2023

Arm Prepares for IPO: Apple, NVIDIA, Intel, and Samsung are Strategic Partners
Arm's impending IPO, valued between $60 billion and $70 billion, has reportedly garnered substantial backing from industry giants such as Apple, NVIDIA, Intel, and Samsung, as per sources cited in a Bloomberg report. This much-anticipated public offering serves as a litmus test for investor interest in new chip-related stocks and could reshape the tech industry landscape.
September 4, 2023Source

Softbank Seemingly Lines Up Apple, AMD, and Nvidia for Arm IPO: Report
Arm lines up strategic investors ahead of IPO.
September 4, 2023Source

Computer — Business News — August 31st, 2023

Global Enterprise SSD Revenue Hits New Low in Q2 at US$1.5 Billion, Peak Season Growth Expected to Fall Short of Forecasts
TrendForce research reveals that, due to the impacts of high inflation and economic downturn, CSPs are adopting more conservative strategies when it comes to capital expenditure and consistently reducing their annual server demand forecasts.
August 31, 2023Source

Computer — Business News — August 29th, 2023

GPU Market Rebounds In Q2 2023: AMD, NVIDIA & Intel See Increased Shipments, Discrete GPU Up By 12.4%
Jon Peddie Research has posted its Q2 2023 market analysis, showing increased GPU shipments for AMD, Intel, & NVIDIA thanks to market normalization.
August 29, 2023Source

Computer — Business News — August 28th, 2023

Apple, Long a Critic of Right to Repair, Comes Out in Support of California Bill
Apple has announced a surprising stance in support of California's Right to Repair Act (S.B. 244). This is a sign that the public's strong support of the right to repair has forced Apple to change its position, and now is the time for you to help keep the pressure on lawmakers to get the Right to Repair Act passed in California.
August 28, 2023Source

Hyundai Ioniq 6 Luggage Test: How big is the trunk?
To the surprise of no one (just look at that slope!), it's not that big
August 28, 2023Source

Computer — Business News — August 25th, 2023

Apple, other Big Tech firms brace for EU Digital Services Act regulations
Apple and more than a dozen of the world's biggest tech companies face unprecedented legal scrutiny, as the European Union's sweeping Digital Services Act (DSA) imposes new rules on content moderation, user privacy and transparency.
August 25, 2023Source

China Ramps Up Semiconductor Imports Ahead of Export Restrictions
China has sharply increased imports of semiconductor manufacturing equipment in recent months, customs data reveals. The country's purchases of chip production tools surged to record highs of nearly $5 billion in June and July, a 70% increase versus the same period last year, which amounted to $2.9 billion.
August 25, 2023Source

TrendForce predicts a return to profitability for the DRAM industry
So, selling more units at lower prices is actually a sound business choice?
August 25, 2023Source

Computer — Business News — August 24th, 2023

NVIDIA records mega profit thanks to its AI chip business
It crushed expectations with $13.51 billion in second quarter revenue.
August 24, 2023Source or Source or Source or Source

PlayStation is buying premium headphone brand Audeze
Audeze will continue to make audio products for multiple platforms.
August 24, 2023Source

Computer — Business News — August 23rd, 2023

Huawei Builds Secret Fab Network to Avoid U.S. Sanctions
Huawei is secretly building a semiconductor empire
August 23, 2023Source

Nvidia just made $6 billion in pure profit over the AI boom
On a staggering $13.5 billion in revenue.
August 23, 2023Source

Nvidia's Q2 earnings prove it's the big winner in the generative AI boom
Nvidia's second-quarter earnings, which were reported Wednesday after markets closed, prove there is money to be made — and lots of it — selling the picks and shovels of the generative AI boom.
August 23, 2023Source

Computer — Business News — August 14th, 2023

Dell fined $6.5M after admitting it made overpriced monitors look discounted
Dell Australia is paying for something many of its peers are guilty of.
August 14, 2023Source

The Apple Product That Was So Bad It Lead To Lawsuits
In March 2015, Apple unveiled the MacBook, a new 12-inch notebook that joined the MacBook Air and MacBook Pro lineups. Apple marketed the MacBook as its "thinnest and lightest Mac ever," armed with features like a compact USB-C port, new Force Touch trackpad, and full-size keyboard that was 34 percent thinner than its previous Mac keyboards.
August 14, 2023Source

Computer — Business News — August 11th, 2023

Chinese Tech Companies To Gobble Up $4 Billion Worth of NVIDIA AI GPUs by 2024
The AI frenzy has gained most of its traction in China, where companies like Alibaba and ByteDance rush to enter the generative AI world. Financial Times reports that Chinese tech behemoths have reportedly ordered $5 billion worth of AI GPUs from NVIDIA, taking things to the next level.
August 11, 2023Source

PC CPU market rebounds into 'meh' territory
Intel gains 5.1 percentage points of market share versus AMD, excluding game consoles.
August 11, 2023Source

Toshiba Bought by the Private Equity Firm That Owns OM System
Toshiba has accepted a buyout offer from Japan Industrial Partners (JIP) and will be going private. The $14 billion transaction will keep the company under Japanese control as it attempts to turn its financial situation around.
August 11, 2023Source

Computer — Business News — August 8th, 2023

Galaxy S25 chip could be dual-sourced; here's why Samsung's version should outperform TSMC's
Back in April, tipster Revengus said that Qualcomm might dual-source the 3nm Snapdragon 8 Gen 4 SoC which means that it would be made by both TSMC and Samsung Foundry. And now famed TF International analyst Ming-Chi Kuo (via Wccftech) is saying the same thing. With smartphone sales slumping, Qualcomm has been struggling and recently laid off 415 employees. The heavy cost associated with TSMC's 3nm production is probably why the Snapdragon 8 Gen 3 will continue to be built by TSMC using the 4nm node.
August 8, 2023Source

Industrial headset company RealWear names CEO
RealWear, a Vancouver, Wash.-based headset maker that serves frontline workers at industrial companies, named Chris Parkinson as CEO.
August 8, 2023Source

Nvidia CEO: We bet the farm on AI and no one knew it
Nvidia founder and CEO Jensen Huang said today that the company made an existential business decision in 2018 that few realized would redefine its future and help redefine an evolving industry.
August 8, 2023Source

Silicon Motion Wants to Merge with MaxLinear, Ready to Fight Termination in Court
Silicon Motion Technology Corporation on August 7 issued a written notice to MaxLinear, Inc., in which Silicon Motion categorically rejected MaxLinear's purported termination of the Merger Agreement, and the assertions made by MaxLinear, in its letter of July 26, 2023.
August 8, 2023Source

TSMC Establishes Joint Venture to Build 12nm/16nm Fab in Europe
The new 300-mm fab will produce chips on TSMC's 28/22 nm and 16/12 nm-class process technologies, primarily for automotive and industrial sectors. As the project is planned under the European Chips Act framework, TSMC is set to get subsidies to build it.
August 8, 2023Source or Source or Source

TSMC is Building a $10B Fab In Germany
TSMC Robert Bosch GmbH, Infineon Technologies AG, and NXP Semiconductors N.V. today announced a plan to jointly invest in European Semiconductor Manufacturing Company (ESMC) GmbH, in Dresden, Germany to provide advanced semiconductor manufacturing services.
August 8, 2023Source

Computer — Business News — August 4th, 2023

AI chip startup Tenstorrent lands $100M investment from Hyundai and Samsung
AI chips are forecast to account for up to 20% of the $450 billion total semiconductor market by 2025, according to McKinsey. And The Insight Partners projects that sales of AI chips will climb to $83.3 billion in 2027 from $5.7 billion in 2018, a compound annual growth rate 35%.
August 4, 2023Source or Source

Apple stock falls 5% after reporting yet another record quarter for services
For the third time this fiscal year Apple has set a record for its growing services business that includes iCloud, Apple Music, Apple Arcade, AppleCare, Apple Card, Apple TV+, and more. The company also eclipsed analysts' expectations for revenue and EPS.
August 4, 2023Source

Why Apple partnering with Pixar, Nvidia to create 3D videos is a big deal
The Alliance for OpenUSD, which also includes Adobe and Autodesk, should benefit Apple's biggest product of 2024.
August 4, 2023Source

India is putting an extra license on laptops and tablets that are imported into the country
The government of India has added a new step, and a new fee, for companies that want to sell imported laptop PCs and and tablets into the country. CNBC reports that on Thursday, companies that want to bring those products into India must purchase a license to do so.
August 4, 2023Source

Computer — Business News — August 3rd, 2023

Acer Announces Q2 2023 Net Income at NT$1.39 Billion
Acer Inc. announced its financial results for the second quarter of 2023: consolidated revenues were NT$58.26 billion with 11.1% growth quarter-on-quarter (QoQ); gross profits reached NT$6.26 billion with 10.7% margin; operating income was NT$1.05 billion, up 338.6% QoQ; net income was NT$1.39 billion, up 170.2% QoQ; and earnings per share was NT$0.46 in Q2'23 and NT$0.64 in 1H'23.
August 3, 2023Source

India imposes curbs on computer imports to boost domestic production
In its latest attempt to shore up homegrown electronics manufacturing, the Indian government will now require companies to acquire a license to import laptops, computers, and tablets.
August 3, 2023Source or Source

Computer — Business News — August 1st, 2023

AMD Beats Earnings & Revenue Estimates But Cash Flow Gutted By Net Loss In H1
Chip designer Advanced Micro Devices, Inc (AMD) reported its earnings results for Q2 2023 at the close of the market earlier today. AMD's revenue for the quarter remained flat sequentially but marked a $1.2 billion annual drop, indicating that the semiconductor sector's slowdown is far from over. Historically, AMD's second-quarter revenue has marked a sequential growth.
August 1, 2023Source

Computer — Business News — July 28th, 2023

Democrats and Republicans suggest issuing and revoking Big Tech licenses (if needed)
Senators Elizabeth Warren (D) and Lindsey Graham (R) want to enforce this new regulator with a wide range of powers, such as issuing operating licenses to tech giants (via 9to5Mac). These licenses will be revoked in case a company does not obey the regulator's rules repeatedly.
July 28, 2023Source

Intel Says All Products Are On or Ahead of Schedule: Arrow Lake Running In Fabs, Client-Segment Recovers
Intel stated during its recent earnings call that all products and programs are on or ahead of schedule with Arrow Lake already running in Fabs.
July 28, 2023Source

NVIDIA Predicted to Pull in $300 Billion AI Revenues by 2027
NVIDIA has been raking in lots of cash this year and hit a major milestone back in late May, with a trillion dollar valuation--its stock price doubled thanks to upward trends in the artificial intelligence market, with growing global demand for AI-hardware.
July 28, 2023Source

Samsung's profits are down 95 percent for a second consecutive quarter
Samsung is still suffering under a glut of unsold memory chips.
July 28, 2023Source

The Semiconductor Shortage Is Over, But A New Problem Is Plaguing The Market
In a surprising turn of events, the semiconductor industry, which had finally overcome the hurdles of the COVID-19-induced semiconductor shortage, now faces an unexpected problem — an oversupply of memory chips. According to CNBC, this shift from scarcity to abundance has created a challenging situation, impacting major memory chip makers like Samsung, SK Hynix, and TSMC, whose profit margins are shrinking as a result.
July 28, 2023Source

Computer — Business News — July 27th, 2023

Intel Q2 2023 Earnings: The Company Returns to Profitability
Intel has now announced its earnings for the second quarter of 2023, broadly beating consensus expectations regarding its top-line and bottom-line metrics.
July 27, 2023Source

Laptops will need to support growing AI and security priorities, says Lenovo
Machine learning and cybersecurity are among CIOs' top priorities today, so work devices should be built to support these requirements.
July 27, 2023Source

LGD reports its financial results for Q2 2023, is on track in its 6-Gen line, but delays plans for an 8-Gen laptop OLED line
LG Display reported its financial results for Q2 2023, with revenues of 4.74 trillion Won ($3.7 billion USD) — up 7% from last quarter, and an operating loss of 881 billion Won ($690 million USD). LGD says that demand for display panels increased during the quarter.
July 27, 2023Source

Samsung Will Reportedly Cut DRAM and NAND Production Further After US$7 Billion Loss
Earlier today, Samsung released its Q2 results, which were a mixed bag with many business units underperforming. However, none were doing as poorly as Samsung's memory business which made a loss of 4.36 trillion Won or around US$3.4 billion.
July 27, 2023Source

Computer — Business News — July 25th, 2023

TSMC Plans $2.87 Billion Packaging Fab as German Fab Decision Looms
TSMC continues to expand in anticipation of chip market rebound in coming years.
July 25, 2023Source

Computer — Business News — July 20th, 2023

AMD's CTO Discusses Founding of Ultra Ethernet Consortium
Mark Papermaster, AMD's Chief Technology Officer and Executive Vice President of Technology and Engineering announced: "Over the past 50 years, Ethernet has grown to dominate general networking.
July 20, 2023Source

Chinese Police Detains Group Involved in Making Counterfeit GPUs, Valued At $2 Million
Chinese counterfeit GPUs have been circulating the global market for a long time, and the trend has risen, especially after the fall of crypto mining. ITHome now reports that Chinese local police have cracked down on a group selling counterfeit GPUs worth millions of dollars.
July 20, 2023Source

Dell Technologies Announces Intent to Acquire Moogsoft
Dell Technologies announced it has signed a definitive agreement to acquire Moogsoft, an AI-driven provider of intelligent monitoring solutions that support DevOps and ITOps.
July 20, 2023Source

NVIDIA is Looking at Samsung for HBM3 Memory and 2.5D Chip Packaging
According to news out of Korea, NVIDIA is considering Samsung as a partner not only for HBM3 memory, but also as a potential partner when it comes to 2.5D chip packaging.
July 20, 2023Source

TSMC delays US chip fab opening, says US talent is insufficient
Arizona chip factory won't be operational until 2025, TSMC said.
July 20, 2023Source or Source

TSMC reports first profit decline in four years amid global economic challenges, delays Arizona plant
Falling phone, PC, and vehicle demand impacted TSMC's bottom line
July 20, 2023Source

Computer — Business News — July 19th, 2023

Asus Partners with Intel to Save the NUC Line of Compact PCs
Intel and Asus have come to a mutual agreement that will see the two continue to manufacture, sell, and support the Next Unit of Compute (NUC) line of compact desktop PCs.
July 19, 2023Source or Source

Chinese GPU Firm Biren Plans IPO to Better Compete Against Nvidia
Despite sanctions and severe problems, Biren plans IPO.
July 19, 2023Source

Computer — Business News — July 14th, 2023

TSMC Accelerates Expansion of Advanced Packaging Facilities: Report
TSMC expands CoWoS capabilities due to demand from AWS, Broadcom, Cisco, Nvidia, and Xilinx.
July 14, 2023Source

Computer — Business News — July 11th, 2023

Intel will stop making its own NUC mini PCs
The company is turning to partners instead.
July 11, 2023Source or Source

Should leaders place bets on new PCs or generative AI?
Here's a hint: Leaders are putting laptop orders on ice
July 11, 2023Source

Computer Hardware — Business News — Resources — A

AI's iPhone Moment: NVIDIA Is So Frothy Right Now That It Is Making Amazon Shares Look Cheap
This market is devoid of any pretense of being rational. Multi-decade-high interest rates do not matter. A slowdown in bank lending? Pfft. Approaching recession? Prognostications of sour grapes. And the current poster child of this unbridled euphoria is NVIDIA, which has just exceeded Amazon's lofty valuation metrics.
May 19, 2023Source

Apple again hits $3 trillion in market value
Shares of Apple on Friday rose $2.81 (+1.48%) to hit $192.40, putting the world's most valuable company's market value above $3 trillion for the first time since the company first achieved the feat during trading on January 3, 2022.
June 30, 2023Source or Source

Computer Hardware — Business News — Resources — C

China Retaliates: Restricts Vital Chipmaking Materials Gallium and Germanium
China restricts exports of materials as part of new foreign policy laws.
July 3, 2023Source

Computer Hardware — Business News — Resources — D

Dell in hot water for making shoppers think overpriced monitors were discounted
It happened on Dell's Australia website, but misleading sale claims are common.
June 6, 2023Source

DRAM and SSDs will continue to get cheaper in the coming months
More good news for consumers amid an uncertain global economy
May 9, 2023Source or Source

Computer Hardware — Business News — Resources — E

EU and Japan announce Digital Partnership to strengthen chip supply chain
The EU and Japan have formed a new partnership to improve cooperation on digital issues, after recently pledging billions of dollars in investments to shore up their domestic chip industries.
July 3, 2023Source

EU greenlights billions for microelectronics under Chips Act
Pumps money into sensors, processors, actuators and comms across 56 companies
June 8, 2023Source

Computer Hardware — Business News — Resources — G

Global Top Ten IC Design Houses Break Even in Q1, Hope for Recovery in Q2 Bolstered by AI Demand
TrendForce reports that inventory reduction in Q1 fell short of expectations and coincided with the industry's traditional off-season, leading to overall subdued demand.
June 20, 2023Source

GlobalFoundries and STMicroelectronics Finalize Agreement for 300mm Semiconductor Fab in France
GlobalFoundries Inc., a global leader in feature-rich semiconductor manufacturing, and STMicroelectronics, a global semiconductor leader serving customers across the spectrum of electronics applications, announced today the conclusion of the agreement to create a new, jointly-operated, high-volume semiconductor manufacturing facility in Crolles (France), which was announced on 11 July 2022.
June 6, 2023Source

GPU Price Drops: AMD Radeon RX 6600 & NVIDIA GeForce RTX 3060 Series Now 10% Cheaper
NVIDIA GeForce RTX 3060 and AMD Radeon RX 6600 GPUs have been dropping steadily in Europe since the last month, according to data compiled by Hardware.info.
June 20, 2023Source

Computer Hardware — Business News — Resources — I

IBM to pause hiring for jobs that AI could do
International Business Machines Corp. Chief Executive Officer Arvind Krishna said the company expects to pause hiring for roles it thinks could be replaced with artificial intelligence in the coming years.
May 2, 2023Source or Source or Source or Source

Computer Hardware — Business News — Resources — L

Lam Research Introduces World's First Bevel Deposition Solution to Increase Yield in Chip Production
Lam Research Corp. (Nasdaq: LRCX) today introduced Coronus DX, the industry's first bevel deposition solution optimized to address key manufacturing challenges in next-generation logic, 3D NAND and advanced packaging applications.
June 20, 2023Source

Lenovo profits are down a staggering 75% in the 'new normal' PC market
Inventory issues and workforce restructuring expenses greatly impacted the PC business
May 26, 2023Source

LG Stumps Up $2.5 Billion For Greater OLED Production Output
LG is reported to be making substantial investments into improving and upgrading its OLED manufacturing facilities in South Korea — last month we found out about a similar effort underway at Samsung.
May 2, 2023Source

Logitech Announces Q4 and Full Fiscal Year 2023 Results
Logitech International today announced financial results for the fourth quarter and full Fiscal Year 2023, ended March 31, 2023.
May 2, 2023Source

Computer Hardware — Business News — Resources — M

Major Foundries Not Too Concerned About China's Restrictions on Rare Metal Exports
China announced on Monday (June 3) that it would restrict exports of two rare metals----both crucial materials in the computer chip manufacturing process. The nation's Ministry of Commerce stated that their new measures were necessary to "safeguard national security and interests".
July 7, 2023Source

Micron Expects Impact as China Bans Its Products from 'Critical' Industries
In the latest move in the tit-for-tat technology trade war between the United States and China, on Sunday the Cyberspace Administration of China announced that it was effectively banning Micron's products from being purchased in the country going forward.
May 23, 2023Source

Computer Hardware — Business News — Resources — N

NVIDIA Adds More to Its Market Capitalization in a Single Day Than Its Cumulative Profits Since 2019
On a day that saw the second-largest bank failure in US history, coupled with an ISM print that screamed stagflation, NVIDIA shares reached a fresh 1-year high, propelled by the ongoing mania around everything AI-related.
May 2, 2023Source

Nvidia becomes the first $1 trillion chip company as AI explodes
Other chip companies have AI plans, but no one is as far along as Nvidia--at least according to Wall Street.
May 30, 2023Source or Source

NVIDIA CEO Jensen Huang's Earnings Cut by a Small Margin
NVIDIA's co-founder and current CEO Jensen Huang will be receiving a slightly reduced salary this year, due to his company not meeting some financial goals.
May 11, 2023Source

NVIDIA CFO says company should be in a 'great position' to meet demand in second half of 2022
It could be easier to get your hands on a graphics card from NVIDIA by the end of this year.
January 13, 2022Source

NVIDIA Spends Nearly $1 Million On CEO's Security For 756% Increase In 2023
Chip designer NVIDIA Corporation has vastly increased its spending on providing security to the firm's founder and chief executive officer, Mr. Jen-Hsun Huang. Mr. Huang is one of the longest-serving CEOs in the technology industry and is among the few who remain in charge of a company they helped set up.
May 12, 2023Source

Computer Hardware — Business News — Resources — O

Oof. Desktop GPU sales are down almost 40% year-to-year
CPU shipments also took a hefty dip.
June 9, 2023Source

Oracle to Spend Billions on NVIDIA Data Center GPUs, Even More on Ampere & AMD CPUs
1Build Date: July 3rd — DoCHCases
July 3, 2023Source

Computer Hardware — Business News — Resources — P

Poor Earnings Force Samsung To Reduce Production Of DDR4 As Pricing Takes A Rollercoaster Dive
Samsung is doubling down on its DDR4 memory production and the pricing is expected to take a rollercoaster ride in the coming months.
May 9, 2023Source

Computer Hardware — Business News — Resources — R

Raijintek Intros ZOFOS Ultra Full-tower Case
Raijintek today introduced the ZOFOS Ultra, an ATX full-tower case for high-end gaming PC builds. The case measures 598 mm x 254 mm x 597 mm (DxWxH), and features a horizontally partitioned layout.
July 3, 2023Source

Report: Acer Continued Computer Hardware Shipments to Russia
According to the report from Reuters, Acer has apparently continued shipment of computer hardware to Russia, despite the firm supposedly suspending its operations in the country.
June 9, 2023Source

Computer Hardware — Business News — Resources — S

Samsung will cut DDR4 memory production to endure harsh market conditions
With revenues crashing, Samsung will make fewer DRAM chips to try and save the day
May 12, 2023Source

Samsung's Shocking Plunge: Record-Breaking Drop In Quarterly Earnings, Hitting 14-Year Low!
Samsung Electronics has posted the earnings for this first quarter of 2023, and things are not looking good for the company as the company has reported the first quarterly profits in 14 years.
April 27, 2023Source

Samsung warns of lower profits amid falling demand for memory chips
The news is a bad omen for global technology market.
April 7, 2023Source

SMIC Reports Q1 2023 Results, Revenue and Profits Down
Semiconductor Manufacturing International Corporation, one of the leading semiconductor foundries in the world, today announced its consolidated results of operations for the three months ended March 31, 2023.
May 12, 2023Source

Computer Hardware — Business News — Resources — T

The desktop GPU market continued its downward slide in Q1 2023
Analysts predict a recovery to start in Q3, leading to growth in 2024 and 2025
June 8, 2023Source

Toshiba posts 35% decline in full-year net profit
Japanese conglomerate Toshiba on Friday said full-year net profit fell by more than a third due partly to weak sales in electronic devices and other one-off factors.
May 12, 2023Source

TSMC Beats Q1 Market Expectatons, Profits Up by Two Percent Year-on-Year
TSMC today announced consolidated revenue of NT$508.63 billion, net income of NT$206.99 billion, and diluted earnings per share of NT$7.98 (US$1.31 per ADR unit) for the first quarter ended March 31, 2023.
April 20, 2023Source

TSMC Begins Boosting Advanced Packaging Capacity at Nvidia's Behest
The two companies are seemingly locked in a struggle to pump out as many AI chips as is humanly possible.
June 8, 2023Source or Source or Source

TSMC CEO Made 276 Times As Much Money As An Average Worker In 2022
The details outline the difference in average compensation between a TSMC employee and its chief executive officer (CEO) Dr. C.C. Wei, with the ratio sitting at hundreds of points which is typically the case at any large company. The firm also shared that most of its employees also participate in share purchase programs through which TSMC shares are sold at a 15% discount to allow employees to accumulate ownership of the company.
July 3, 2023Source

Computer Hardware — Business News — Resources — U

US sanctions ignite booming black market for Nvidia AI chips in China
Get an A100 GPU for double the price and no warranty or support
June 20, 2023Source

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