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...The South Korean semiconductor companies typically bundle used equipment into packages before selling them to dealers who put them up for sale at auctions....
Cash-rich Japanese companies are looking overseas for acquisitions as domestic market shrinks
...They are then shipped to Taiwan, where they are integrated by Taiwan Semiconductor Manufacturing Company into Nvidia’s GPUs alongside other TSMC-made processors....
Microsoft’s Windows and foreign database programs also sidelined as Beijing favours Chinese hardware and software
...“On raw specs, MI300X dominates H100,” Dylan Patel and Daniel Nishball at semiconductor consulting firm SemiAnalysis wrote on Wednesday....
...Semiconductor giant Intel in August called off its $5.4bn acquisition of Israeli chipmaker Tower Semiconductor, after failing to secure regulatory approval in China ahead of a self-imposed deadline for closing...
...Silicon Box was started in 2021 by the husband-and-wife duo that founded US-listed chipmaker Marvell, and the current chief executive Han Byung Joon....
...A version of this article was first published by Nikkei Asia on February 12. ©2024 Nikkei Inc. All rights reserved....
...Leading US chip developers Nvidia and Marvell are also expanding their engineering teams in the country....
...Japan data centres amid AI boom (Nikkei Asia) South Korea stocks see record foreign buying on appetite for chips (Nikkei Asia) Chinese robot maker says protectionism will not stop its march (FT) Japan Inc...
South Korean chipmaker highlights turnaround after year-long supply glut
The chipmaker’s latest purchase makes sense, but the country’s success rate for M&As is lacklustre
High bandwidth memory is in rapidly rising demand to facilitate lightning-fast data transfers
...design centres by California-based groups Synopsys and Marvell in Ho Chi Minh City....
...Yet it has now made its mark on the semiconductor world after acquisitive Japanese chipmaker Renesas Electronics paid nearly $6bn for a company that traces its roots to the “Apple Isle”....
...meet customers’ desire for a “fusion of electronics and physics”, as chipmakers sought to design larger appliances while manufacturers of cars, aircraft and industrial equipment saw a growing role for semiconductors...
...SIG’s stakes include holdings in Chinese groups designing semiconductors and making chip design tools, as well as a cyber security start-up....
...A version of this article was first published by Nikkei Asia on April 4 2024. ©2024 Nikkei Inc. All rights reserved....
...However, Japan’s own export controls, designed to align with Washington, target advanced semiconductor manufacturing equipment more broadly, making it difficult for Canon....
...Which is going to be the bigger market long term for semiconductor companies? CA: It’s pretty logical, I think....
.... ©2024 Nikkei Inc. All rights reserved....
A spate of new products are about to hit the market with Intel facing increasing competition
...The move was viewed by both as a means of solidifying co-operation on semiconductor supply chains, said people with direct knowledge of the situation....
...The Philadelphia Semiconductor Index, an index tracking 30 of the world’s biggest semiconductor manufacturers, surged this week to its highest level in 14 months on the back of Nvidia’s blowout earnings....
...Nvidia leads in the manufacture of advanced semiconductors; Microsoft and Amazon provide cloud-hosting....
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