Page 18 - Semiconductor Industry

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

Japan PM visits chip factory, stressing ties with Taiwan, support for tech

Japanese Prime Minister Fumio Kishida visited a new semiconductor plant for which his government has pledged more than 1 trillion yen (USD 7 billion) of support to secure a steady supply of chips on Saturday. I believe this project will have positive ripple effects throughout Japan. It is key for not only the semiconductor industry but also a wide range of businesses such as electric vehicles and electronics, he said while touring the facility. The new plant on the southwestern island of Kyushu, majority owned by the Taiwan Semiconductor Manufacturing Co., is the Taiwanese semiconductor giant's first in Japan. Kishida also expressed sympathy to Taiwan following an earthquake that left at least 12 people dead. Japanese companies like Sony, Denso and Toyota are investing in the TSMC subsidiary that opened the plant in February, although the Taiwanese giant retained an 86.5% stake in the Japan Advanced Semiconductor Manufacturing Company. The project underlines Japan's hopes to regain

Why maintaining ASML equipment is new front in US-China chip war?

ASML dominates the market for lithography tools - huge expensive, complex machines that perform one step in the chipmaking process, helping to create circuitry

Taiwan's earthquake economic fallout to be minimal, say analysts

The 7.2-magnitude earthquake struck Taiwan's eastern coast near Hualien County on Wednesday morning, reportedly killing nine people and injuring more than 1,000

Meity chips away at doubts, defends its domestic semiconductor policy

Govt's sequential approach targets mature nodes, foreseeing a conservative $100 billion chip demand in five years

Taiwan quake to hit some chip output, disrupt supply chain: Analysts

Manufacturers in Taiwan have been hardening their factories against earthquakes for decades and many use automatic shutdown systems to minimise damage to their production and tools, analysts said