Page 24 - Semiconductor

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

Skill shortage, tariffs, red tape deter chip makers' entry in India: Taiwan

Taiwan's Foreign Minister suggested that India should prioritise streamlining its administrative processes and regulations to facilitate semiconductor investments

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

Micron set to get over $6 bn in chips' grants in announcement next week

After the preliminary agreement is announced, Micron would enter months of due diligence and then receive the money in tranches tied to project-specific benchmarks

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

Tesla inks semiconductor deal with Tata electronics for global operations

This agreement comes amid Elon Musk-led Tesla's eagerness to penetrate Indian market, and his scheduled visit to the country this month

Meta unveils next-gen custom AI chip to power its apps and services

The next-generation MTIA chip is part of Meta's broader plan for custom, domain-specific silicon chips that can handle internal workloads

Google brings Arm-based Axion processors to train AI models: Details here

Google Axion processor is already powering core services like Google Earth Engine and YouTube Ads platform and more

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

Samsung to receive $6-7 billion in chip subsidy for Texas expansion

It will also include an investment in another undisclosed location, the source said, adding that Samsung will more than double its U.S. investment to over $44 billion as part of the deal

TSMC boosts Biden's AI chip ambitions with $11.6 billion agreement

Under preliminary agreement announced by the US, TSMC will construct a third factory in Phoenix, adding to two facilities in the state that are expected to begin production in 2025 and 2028

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

Samsung estimates 10-fold rise in its Q1 profit as chip prices recover

In its mobile business, Samsung likely reported a solid profit after launching sales of its new flagship Galaxy S24 smartphones in late January, analysts said

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

India has given over $1 bn to private firms under PLI scheme: Official

The 1.97-trillion-rupee ($24 billion) production-linked incentive scheme (PLI) is India's key industrial policy and covers 14 sectors ranging from electronic products to drones

Taiwan's semiconductor industry resumes operations after deadly earthquake

Technological advancements in Taiwan appear to have kept damage and casualties relatively low after the 7.4 magnitude quake struck the island's east coast early Wednesday

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

Intel discloses $7 billion operating loss in 2023 for chip-making unit

Chief Executive Pat Gelsinger said 2024 would be the year of worst operating losses for the company's chipmaking business and that it expects to break even on an operating basis by about 2027