Page 10 - Semiconductor Industry

TSMC fourth quarter net profit likely to jump 58% on strong AI chip demand

TSMC is set to report a net profit of T$377.95 billion ($11.41 billion) for the quarter ended Dec 31, according to a LSEG SmartEstimate drawn from 22 analysts

Indichip Semiconductors inks deal with Andhra for Rs 14,000 cr facility

Indichip Semiconductors Ltd along with its joint venture partner Yitoa Micro Technology (YMTL) from Japan, on Saturday inked an agreement with the Andhra Pradesh government to establish India's first private semiconductor manufacturing facility with an investment of Rs 14,000 crore. This cutting-edge facility will focus on manufacturing Silicon Carbide (SiC) chips, contributing to India's technological advancement and sustainability goals. The southern state pledged to provide land at Orvakal mega industrial hub in Kurnool, along with the necessary infrastructure and ecosystem to make this project a success. The new SiC fab facility will begin with a production capacity of 10,000 wafers per month, ramping up to 50,000 wafers per month within two to three years. This strategic investment is aligned with India's Atma Nirbhar Bharat vision and addresses the growing global demand for energy-efficient technologies, electric vehicles, and renewable energy solutions, said an official press

NXP could make up to 10% of revenue from India by 2030, says country head

NXP India head Hitesh Garg said that India's growing automotive and industrial sectors are expected to boost the company's sales in the region

Nvidia supplier Ibiden weighs faster expansion to meet AI demand, says CEO

Sales of the 112-year-old company's AI-use substrates are robust with customers buying up all that Ibiden has, CEO Koji Kawashima said

Taiwan outpaces Asia-Pacific markets with over 30% jump in 2024; what next?

The standout growth in Taiwan's stock market was largely driven by the country's critical role in the global semiconductor supply chain, according to analysts

BigBloc's arm Siam Cement wins order from Tata for semiconductor unit

Siam Cement BigBloc Construction, a subsidiary and JV of BigBloc Construction Ltd, has bagged an order from Tata Project to supply material to Micron's semiconductor unit in Sanand, Gujarat, a statement said. The work order from Tata Projects Ltd is for the supply and installation of AAC panels at the semiconductor unit of Micron India in Sanand, BigBloc Construction said in the statement. The order for 100 mm AAC panels, to be completed in three months, is valued at around Rs 4.5 crore. The subsidiary will supply and install steel-reinforced AAC panels, ranging from 2 metres to 6 metres in the project, the statement added. Siam Cement BigBloc Construction is a joint venture between Gujarat-based BigBloc Construction and Thailand's SCG International Corporation Co Ltd. The JV has bagged its first big order after commencing operations at the Rs 65-crore AAC wall plant in Kheda, Gujarat. The plant has an annual capacity of 2.5 lakh cubic metres for large-format AAC Wall products.

US effort to curb China, Russia's access to new chips 'inadequate': Report

The Commerce Department's efforts to curb China's and Russia's access to American-made advanced computer chips have been inadequate and will need more funding to stymie their ability to manufacture advanced weapons, according to a report published Wednesday by the Senate's Permanent Subcommittee on Investigations. The Biden administration imposed export controls to limit the ability of China and Russia to access US-made chips after Russia's invasion of Ukraine nearly three years ago. The agency's Bureau of Industry and Security, according to the report, does not have the resources to enforce export controls and has been too reliant on US chip makers voluntarily complying with the rules. But the push for bolstering Commerce's export control enforcement comes as the incoming Trump administration says it is looking to dramatically reduce the size and scope of federal government. President-elect Donald Trump has tapped entrepreneurs Elon Musk and Vivek Ramaswamy to lead a new Department

India's semiconductor ambitions take wing but water, talent issues remain

Semiconductor manufacturing requires extremely large volumes of pure and cold water, which only some states have; attracting the right talent also a challenge

Chip industry needs way more women to drive growth and innovation

It's not unusual for the semiconductor industry, and tech sector in general, to feel like a man's world

Suchi Semicon starts plant without govt's incentive, plans to spend $100 mn

Gujarat-based Suchi Semicon has started production of semiconductors without the Centre's incentive and plans to invest USD 100 million in three years, a top official of the company said on Sunday. Suchi Group Chairman and Suchi Semicon founder Ashok Mehta said though the company has applied for the Centre's incentive under SPECS (Scheme for Promotion of Manufacturing of Electronic Components and Semiconductors) and India Semiconductor Mission, it does not want to hold on to production for the sake of incentives. "We have a full proof business plan. Our business plan is not primarily for incentives. We have set up a plant to do business. The Centre's approval will come when we meet their requirements. We have made USD 100 million (about Rs 840 crore) investment plan over three years," Mehta said. He said that the state government has approved 20 per cent incentives for the plant. "At the time of Covid when there was shortage of semiconductors, Prime Minister Narendra Modi had asked

US commerce dept finalises $6.1 billion Micron chipmaking subsidy

The funding will support Micron's long-term plan to invest around $100 billion in manufacturing in New York and $25 billion in Idaho

Google says it has cracked quantum computing challenge with a new chip

In a paper published in the journal Nature, Google said that it has found a way to string together the Willow chip's qubits so that error rates go down as the number of qubits goes up

China targets Nvidia with antitrust probe, escalating US chip tensions

The investigation comes after the US last week launched its third crackdown in three years on China's semiconductor industry

EU probes Nvidia over potential bundling practices in AI chip market

The company has seen high demand from customers involved in generative AI and accelerated computing for its chips

US lawmakers raise concerns in new export rules on China's chip access

They criticised the introduction of the 'License Exception Restricted Fabrication Facility,' a list-based approach which they argued would be ineffective in protecting US national security

Any US tariffs on Brics nations could impact semiconductor supply: Malaysia

Trade minister Tengku Zafrul Aziz said Malaysia was closely monitoring developments after US President-elect Donald Trump said Brics members would face 100 per cent tariffs

Maharashtra aims $1 trillion GDP with growth in manufacturing, services

Maharashtra plans to double its GDP to $1 trillion by 2030, focusing on manufacturing, EVs, semiconductors, and power reforms while maintaining its lead in FDI inflows and boosting infra development

Microchip Technology pauses Chips Act application amid inventory woes

The struggling chipmaker was in line for $162 million in grants from the Chips and Science Act to support plants in Oregon and Colorado

Japanese firms eager to set up semiconductor units in India: Deloitte

Japanese firms are keen to set up semiconductor units in India and they have all the expertise and specialisation to partner with domestic firms, Deloitte has said. It also said that skilled workforce, funds and continuation of support measures are key to push growth of the semiconductor sector in India. Japanese firms are "super enthusiastic" about India, Shingo Kamaya, Deloitte AP and SRT Leader, Deloitte Japan said. In July, Japan became the second Quad partner after the US to sign an agreement with India for the joint development of the semiconductor ecosystem and maintain the resilience of its global supply chain. The two countries signed the memorandum for semiconductor design, manufacturing, equipment research, talent development and to bring resilience in the semiconductor supply chain. With around 100 semiconductor manufacturing plants, Japan is among the top five countries to have a semiconductor ecosystem. Japan houses companies that are global leaders in raw form of .

Latest US crackdown on China's chips hits semiconductor toolmakers

Effort to hobble Beijing's chipmaking ambitions will also hit Chinese chip toolmakers Piotech and SiCarrier Technology with new export restrictions as part of the package