Page 18 - Semiconductor

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

Lessons learned from the pandemic: M&M chip-ready for BE 6, XEV 9e EVs

Starting with 5000 pm sales and annual 90k capacity, M&M says it can expand it by adding shifts

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

When innovation meets purpose: AI in US-India collaborative vision

The two countries must ensure that the critical technology remains a trusted, positive force for human progress and global prosperity

Semiconductor startup Mindgrove Technologies raises $8 mn Series A

Mindgrove's system-on-chips (SoCS) are built to be power-efficient and cost-effective for use in Internet of Things (IoT), vision and automobiles

Canon eyes chip fabrication in India, in talks for lithography machine

Japanese imaging and optical products major Canon believes that it has a good opportunity in India for its semiconductor lithography equipment required for chip fabrication, and it is in negotiations with companies setting up facilities here, said its India President and CEO Toshiaki Nomura. Though Canon did not disclose names, it said there are immense opportunities in this, as many chip manufacturers are now eying India as a new destination for semiconductor manufacturing. "A lot of Chip manufacturers are eyeing India as a new manufacturing place. We are discussing with all those chip manufacturers to give our product and service," Nomura told PTI. This is a "good opportunity for us", and the Tokyo-based group can contribute through its technology, products and services in this segment of the Indian market, he added. "We are installing the equipment for them to manufacture chips through our technology and the product. We help chip manufacturers build a strong facility in India. O

US' commerce dept asks Nvidia to probe how chips ended up in China

The chip giant has asked big distributors such as Super Micro Computer and Dell Technologies to conduct spot checks of their customers in Southeast Asia, the report said

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

Taiwan's chip-maker touts multifunctional robots for nation's future growth

In his speech, Wei explained that AI and AI applications were the most discussed topics during recent conversations with TSMC's clients

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

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

China's ban on high-tech materials could impact industries, economy

China has banned exports of key materials used to make a wide range of products, including smartphones, electric vehicles, radar systems and CT scanners, swiping back at Washington after it expanded export controls to include dozens of Chinese companies that make equipment used to produce advanced computer chips. Both sides say their controls are justified by national security concerns and both accuse the other of weaponising trade. Analysts say the latest restrictions could have a wide impact on manufacturing in many industries and supply chains. Critical mineral security is now intrinsically linked to the escalating tech trade war, Gracelin Baskaran and Meredith Schwartz of the Center for Strategic International Studies, wrote in a report on Beijing's decision. The full impact will depend partly on whether US industries can compensate for any loss of access to the strategically important materials, equipment and components. Here's why this could be a tipping point in trade confli

TSMC in talks with Nvidia for Blackwell AI chip production in Arizona

The agreement, if finalised, would secure another customer for TSMC's Arizona facility, which is scheduled to start volume production next year

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