Page 16 - Semiconductor Industry

TSMC, Foxconn are two companies that will guide global supply chains

Their size, technical dominance and global influence make these two Taiwanese companies irreplaceable - no other single business could jump in to fill the gap should either disappear overnight

Nvidia becomes first chip firm to hit $3 trn in mkt value, overtakes Apple

The last time Nvidia was worth more than Apple was in 2002, five years before the first iPhone was released. At the time, both companies were worth less than $10 billion each

Chinese AI chip firms downgrading designs to secure TSMC production

Two top Chinese AI chip firms, MetaX and Enflame, submitted downgraded designs of their chips to TSMC in late 2023 to comply with US restrictions

Arm processors: What they are and why they are gaining ground in PC segment

Arm processors are known for power efficiency, which makes them ideal for battery-powered portable devices such as smartphones and tablets

India needs wider range of semiconductor suppliers, says industry expert

Governments around the world are investing aggressively to build domestic supplies of semiconductors

Why is Nomura betting big on RIL, BEL, Exide, Sona BLW and Uno Minda?

As corporate capex picks up, it expects the Indian corporate sector to sustain 12 - 17 per cent earnings growth in the medium-term

China sets up third fund with $47.5 bn to boost semiconductor industry

This commitment has taken on renewed urgency after the US imposed a series of export control measures over the last couple of years

South Korea's SK Group to boost ties with Japan's chip equipment makers

SK Group affiliates include SK Hynix, the world's No.2 memory chip maker

Nvidia forecasts quarterly revenue above estimates, unveils stock split

First-quarter revenue surged 262% year-over-year to $26.04 billion, beating estimates of $24.65 billion. Net income soared 628% to $14.88 billion

S Korea sets aside $19 bn to fuel chipmaking, boom to Samsung, SK Hynix

The 26 trillion won programme includes 17 trillion won of financial support for certain investments as well as tax incentives, the presidential office said in a statement

Nvidia's Q1 result preview: Know street expectation, stock strategy here

Analysts are eyeing impressive figures, with the street anticipating earnings of $13.2 billion, translating to $5.62 per share, alongside projected revenue of $24.6 billion in the quarter

Zoho plans $700 mn foray into chipmaking, seeks incentives from govt

Semiconductors are a key plank of India's business agenda, with a $10 billion package in place to boost the industry as it hopes to compete with countries such as Taiwan in a few years

Ficci, IESA sign contract to foster innovation in semiconductor industry

The Federation of Indian Chambers of Commerce and Industry (FICCI) and the India Electronics and Semiconductor Association (IESA) have signed a Memorandum of Understanding to promote innovation, support the semiconductor and electronics industry, and strengthen supply chains. The MoU, signed on April 14, establishes a framework for long-term collaboration between the two organisations. "This collaboration will focus on establishing a joint task force on semiconductors and future critical technologies. The core objective of this MoU is to conduct technology consultative roundtables and foster business partnerships," said S K Pathak, secretary general of FICCI, in a press release. Ashok Chandak, president of IESA, expressed optimism during the MoU signing and said, "By leveraging IESA's domain expertise and FICCI's influential member network, we are poised to significantly increase investments from Indian conglomerates in the semiconductors and electronics sectors." Veerappan, ...

Global semiconductors battle intensifies with $81 bn subsidy surge

Chips spending by the US and its allies marks a new challenge to Beijing's decades of industrial policy - albeit one that will take years to bear fruit

N Chandrasekaran to lead Tata Electronics amid $14 bn semiconductor push

N Chandrasekaran will succeed Banmali Agrawala, who has served in this post for the past few years

South Korea plans $7.3 billion program to support semiconductor industry

The move comes as the US government is pressing allies including South Korea to further tighten restrictions on China's access to semiconductor technology

SoftBank Group's Arm Holdings plans to launch AI chips in 2025: Report

Arm will pay for initial development costs, which may go up hundreds of billions of yen, with SoftBank also contributing, the report said

US chip production capacity may treble by 2032, says industry group

The Washington-based SIA, which lobbied hard for the Chips Act, is eager to show that the legislation is paying off. It also wants the government to devote more funding to the cause

Make in India: Tata Electronics begin limited export of semiconductor chips

Tata Electronics is also in the advanced stages of successfully finalising the tape-out process for semiconductor chips ranging from 28 to 65 nanometers, along with some higher nodes

Taiwan's Foxconn reiterates Q2 revenue to grow, posts record April sales

Foxconn said in a statement that this year's second quarter "remains a traditional off-peak season, and major products are entering a period of transition between old and new products"