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Sony Semiconductor President: TSMC's establishment of a factory in Japan is an opportunity for the resurrection of the "silicon island" Kyushu
Feb
Yoshihiro Yamaguchi, president of Sony Semiconductor Manufacturing Co., Ltd., a subsidiary of Japan's Sony Group, said in a recent interview with the media that TSMC's establishment of a factory in Kyushu, Japan "strengthened the resilience of the supply chain" and was an opportunity for the revival of the "silicon island" Kyushu.
At present, Sony is expanding it…
Far below expectations, Nvidia’s third-quarter sales were about $5.9 billion, facing huge pressure to destock
Feb
Nvidia said in a statement late Wednesday that operating income for the third quarter would be about $5.9 billion. That compares to well below the average analyst estimate of $6.92 billion, with a gross margin of about 65%.
According to Bloomberg analysis, Nvidia said half a month ago that sales in the latest quarter would be much lower than initially expected. T…
Micron plans to apply for property tax breaks, spends $160 billion to build semiconductor factory in Texas
Feb
On the morning of August 26, Beijing time, it was reported that Micron Technology, one of the world's largest manufacturers of semiconductor storage and imaging products, is considering spending $160 billion to build a new semiconductor factory in central Texas. The company filed an application with the state comptroller's office for property tax breaks in exchange …
Excessive capital spending, Intel's road to a new business model full of thorns?
Feb
To maintain the world's leading position in the semiconductor industry, the capital and technical requirements are becoming more and more extreme. In this regard, the "Financial Times" analyzed the situation of Intel.
The extent of its extremes is evident from the two announcements Intel made this week. The two announcements show that Intel is profoundly changing…
U.S. controls advanced chip equipment in mainland China: it may exempt Korean manufacturers in China
Feb
South Korea's Dong-A Ilbo quoted an anonymous diplomat as saying the U.S. would exempt South Korean chipmakers from requests to limit mainland China's access to chip-making equipment, allowing Samsung Electronics and SK Hynix to import U.S. equipment for their factories in mainland China.
The U.S. Commerce Department explained directly to the South Korean governm…
Wafer fab in Newport, Wales could get rescue investment
Feb
According to the British "Daily Telegraph" report, if Nexperia's acquisition of the Welsh chipmaker is blocked, an investment fund that has been established will launch a rescue operation for Newport Wafer Fab (Newport Wafer Fab, referred to as NWF).
The fund is called Headlight Technology Partners Ltd. The fund is reportedly in talks to raise 500 million pounds …
Arizona Governor Channels Taiwan to meet with TSMC executives and will discuss cooperation in semiconductors and technology security
Feb
On August 31, according to Nikkei Asia, Arizona Governor Doug Ducey visited Taiwan on Wednesday with the aim of promoting cooperation in semiconductor and other technologies and security.
Doug Ducey said he will meet with TSMC executives. The company, the world's leading foundry chip maker, is building a $12 billion factory in Arizona.
During the visit, Ducey …
HPC may reduce shipments and some EUV shutdowns will affect TSMC?
Feb
The media has confirmed that AMD and Nvidia may suspend all AI, high-speed computing HPC and data center shipments in the Chinese mainland market. Analysts believe that this move may indirectly affect TSMC's performance.
According to Taiwanese media "Economic Daily", the legal entity pointed out that although the reduction in AMD and Nvidia shipments will affect …
Micron Announces $15 Billion New Plant in Idaho
Feb
Micron Technology Inc. has announced plans to invest about $15 billion to build a new cutting-edge memory manufacturing plant in Boise, Idaho, by 2030, Digitimes reported. According to the memory chip supplier, it will be the first new memory manufacturing plant built in the U.S. in 20 years, ensuring domestic supply of cutting-edge memory needed in segments such as…
Bloomberg: SoftBank plans to cut 20% of Vision Fund staff
Feb
Bloomberg reported on Friday (2nd), citing people familiar with the matter, that SoftBank plans to slash 20% of the manpower of its loss-making Vision Fund, which has about 500 people, so it will lay off 100 people this time, the fastest possible. announcement this month. SoftBank's tragic loss led Chief Executive Masayoshi Son to say he would consider all possible …
TSMC to set up its second R&D base in Japan in Osaka
Feb
Nikkei Chinese website reported today (5) that TSMC recently announced that it will set up a research and development base in Osaka this year. This is the second base of TSMC Design Technology Japan, which is responsible for R&D in Japan, and will be responsible for technology development and customer support. TSMC made the announcement on September 2 at a technical…
Analysis says that many Chinese universities and research institutions are highly dependent on banned US AI chips
Feb
On September 6, according to a report obtained by Reuters, China's leading universities and research institutions have been relying on American computing chips to power their artificial intelligence (AI) technology, but the United States has now restricted the export of these chips to China .
U.S. chip designer Nvidia said last week that U.S. government officials…
Lenovo Group posts lowest revenue growth in nine quarters amid sluggish PC market
Feb
On August 10, according to Reuters, Lenovo Group recorded its lowest revenue growth in nine quarters due to weakened demand after the market boom triggered by the new crown epidemic and the impact of domestic restrictions on the epidemic.
The results justify Lenovo's strategy of focusing on developing non-personal computer (PC) businesses such as smartphones, ser…
South Korean companies worry about market shocks, call on government to treat Chip4 negotiations with caution
Feb
According to a recent report by the Hankyoreh, with the South Korean side expressing its willingness to participate in the preparatory negotiations of the Chip 4 Alliance, the country's major semiconductor companies are worried that if the government does not handle it properly, it will damage their economic interests in China.
Industry insiders predict that if S…
Billion dollar scale! New York State introduces local bill to attract investment from chip makers
Feb
New York Governor Kathy Hochul recently signed the first local "Chip Act", which plans to provide targeted incentives to chip manufacturers to attract their investment projects to settle in the state.
This local legislation, called the Green Chip Law (Green CHIPS), will provide targeted tax credits for eligible semiconductor investment projects. The conditions fo…