Page 16 - Semiconductor Industry
South Korea's SK Hynix plans to invest $75 billion on chips through 2028
SK Hynix's HBM chips are optimised for use with Nvidia Corp.'s artificial intelligence accelerators
 "South Korea's SK Hynix plans to invest $75 billion on chips through 2028")
South Korea's SK Group considers asset sales, mergers as part of overhaul
The group, best known for its chip firm SK Hynix , has become bloated over the past decade and its electric vehicle battery unit has lost billions of dollars
 "South Korea's SK Group considers asset sales, mergers as part of overhaul")
Semiconductor firm MosChip stock up 150% in June; will the rally continue?
MosChip hit a new all-time high at Rs 320.80 on Friday June 21. The stock may witness some consolidation in the near-term, post which a rally to Rs 395 levels seems possible, chart shows.
 "Semiconductor firm MosChip stock up 150% in June; will the rally continue?")
Amid shortage of professionals, chipmakers ramp up campus engagement
Companies such as Intel India, AMD, Applied Materials India, and Tessolve are collaborating with students and staff on practical projects and setting up labs at institutions such as IIT-Bombay
 "Amid shortage of professionals, chipmakers ramp up campus engagement")
This semiconductor stock has nearly doubled thus far in the month of June
MosChip Technologies share price has rallied 44% in 4 days after the MeitY approved its application under Semiconductor DLI scheme
 "This semiconductor stock has nearly doubled thus far in the month of June")
India-US agree to step up cooperation on semiconductors, critical minerals
India and the US Monday launched a new strategic semiconductors partnership to co-develop semiconductor design and manufacturing processes for precision-guided ammunition
 "India-US agree to step up cooperation on semiconductors, critical minerals")
US tech giant Intel halts expansion plan for $25 billion Israel chip plant
Intel did not give any specific reason for the decision and made no link to the ongoing war in Gaza, in which over 37,000 Palestinians have been killed
 "US tech giant Intel halts expansion plan for $25 billion Israel chip plant")
Taiwanese firm MediaTek designs Arm-based chip for Microsoft's AI laptops
The software company's plans take aim at Apple which has released its own Arm-based chips for Mac computers for roughly four years
 "Taiwanese firm MediaTek designs Arm-based chip for Microsoft's AI laptops")
India's chip industry to face shortage of 300,000 professionals by 2027
A report by TeamLease Degree Apprenticeship showed the semiconductor industry is expected to face a shortage of 250,000-300,000 professionals by 2027 in verticals such as design, and manufacturing
 "India's chip industry to face shortage of 300,000 professionals by 2027")
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
 "TSMC, Foxconn are two companies that will guide global supply chains")
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
 "Nvidia becomes first chip firm to hit $3 trn in mkt value, overtakes Apple")
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
 "Chinese AI chip firms downgrading designs to secure TSMC production")
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
 "Arm processors: What they are and why they are gaining ground in PC segment")
India needs wider range of semiconductor suppliers, says industry expert
Governments around the world are investing aggressively to build domestic supplies of semiconductors
 "India needs wider range of semiconductor suppliers, says industry expert")
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
 "Why is Nomura betting big on RIL, BEL, Exide, Sona BLW and Uno Minda?")
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
 "Nvidia forecasts quarterly revenue above estimates, unveils stock split")
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
 "Nvidia's Q1 result preview: Know street expectation, stock strategy here")