Page 17 - Semiconductor Industry

AMD set to fuel growing demand for AI compute, says CTO Papermaster

Chipmaker AMD is poised to power the surging demand for AI compute with its wide range of product portfolio, the company's Chief Technology Officer Mark Papermaster said on Friday. AI compute refers to processing of data using artificial intelligence or machine learning algorithms. Marking 55 years of AMD (Advanced Micro Devices), Papermaster in a blog post looked back on five years of growth and innovations at the company, while also looking ahead to the next five years. He said the future of technology will be born from open ecosystems and deep industry partnerships that drive true innovation. "We're in a unique position to power increased demand for AI compute based on our broad portfolio of compute engines, deep relationships with customers across a diverse set of markets, and open software capabilities. We have a strong foundation of data centre products and customer collaboration across cloud and enterprise, and leadership products for AI PCs," he wrote. He said AMD has shif

High bandwidth memory almost sold out for 2025: Nvidia supplier SK Hynix

The Nvidia supplier and the world's second-largest memory chipmaker will begin sending samples of its latest HBM chip

Micron Tech's India-made semiconductor chips set for global debut in 2025

Demand, pricing, customer need will determine the specific allocation of the chips, says company's senior executive

China emerges as a hub for 369 unicorns; AI and semiconductor sectors lead

Chinese unicorns command an impressive average valuation of US$3.8 billion, with AI unicorns leading the pack at an average valuation of US$6.76 billion

Taiwan keen to help India become leader in chip space, says Jason Ho

Ho says Taiwan has sufficient capacity that can be allocated to India, which has designing capability and market demand

Mobile makers can offer market for fabs if they make 10-14 nm chips

The total demand for semiconductors in the country varies from $22 billion to $24 billion, most of which is currently imported. The requirement from mobile devices is nearly half of this demand

Apple's go-to chipmaker TSMC unveils 1.6nm process for 2026 chips: Details

While the 1.6nm process is slated for 2026 chips, TSMC is set to kick off the production of the 2nm architecture process for debut in 2025 with Apple iPhones

ICEA bats for chip design, manufacturing to be treated as strategic sector

Industry body ICEA has recommended various measures, including encouraging large Indian corporates to invest in semiconductor design and treating chip design and manufacturing as a strategic sector, to place India at the forefront of semiconductor product design and IP creation. India Cellular and Electronics Association (ICEA), in its latest report, also recommended that India should establish an exclusive market exchange for electronics and hi-tech industry. This would drive growth and innovation across the industry, while also creating capacities to become a global hub for electronics and semiconductor manufacturing, it said. "India needs to be vigilant and forge a coalition to prevent dumping of higher node and memory chips from China, otherwise we risk a situation similar to a display wherein most global TFT-LCD companies have gone under," the ICEA report said. The report advocates for significant governmental and policy support, recommending the inclusion of 'mask sets' ...

SK Hynix expects full chip recovery after strong earnings on AI boom

"The memory market is entering into full recovery cycle with ongoing strength of AI demand," SK Hynix said

Centre bets on 'Swades' moment for semiconductor industry's talent

Expects thousand-odd Indian engineers to return from Southeast Asia, US

China acquires recently banned Nvidia chips in Super Micro, Dell servers

While the US bars Nvidia and its partners from selling advanced chips to China, including via third parties, the sale and purchase of the chips are not illegal in China

Modernisation of SCL fab plant likely to cost govt Rs 20,000 crore

The government has offered two models to those showing an interest in setting up the fab plant

Digital infra: Pushing chips hard

Despite India's growing contribution to end-user demand, the country remains a passive consumer, vulnerable to geopolitical tensions that could disrupt the supply chain

Nvidia, Chip stocks drop into technical correction as rate bets shift

The Philadelphia Semiconductor Index and Nvidia dropped more than 3% each Wednesday, pushing them down more than 10% from record high levels reached in March

TSMC reports 9% increase in first quarter profit on strong AI chip demand

TSMC last week reported a 16.5% rise in first-quarter revenue, beating market expectations and at the high end of the company's own guidance

Mobileye set to ship at least 46 million new assisted driving chips

In an effort to differentiate themselves amid rising competition, automakers have been adding an array of more basic driver-assistance features

US awards Samsung $6.4 bn in grants to boost Texas chip production

Analysts have estimated Samsung is likely to begin making 4-nanometer chips at its pilot production line and eventually expand to 2-nanometer chips

India Inc capital expenditure story gets cement to semiconductor push

The private capex momentum is being led by conglomerates such as Tatas, Reliance Industries and Adani group, among others

South Korea to invest $7 billion in AI by 2027 to retain edge in chips

South Korea plans to significantly expand research and development in AI chips such as artificial neural processing units (NPUs) and next-generation high-bandwidth memory chips

Statsguru: The private sector investment cycle shows revival signs

The current uptick is spread out across multiple sectors. There have been a slew of announcements in the past two months, including the ground-breaking for three semiconductor facilities