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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....
...“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...
...The reshoring of critical industries such as energy and semiconductors to the US, Pollock said, “requires a ton of new capital to reinforce supply chains and energy infrastructure”....
...A version of this article was first published by Nikkei Asia on February 12. ©2024 Nikkei Inc. All rights reserved....
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
...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...
...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”....
...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....
A spate of new products are about to hit the market with Intel facing increasing competition
.... ©2024 Nikkei Inc. All rights reserved....
...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....
...Nvidia leads in the manufacture of advanced semiconductors; Microsoft and Amazon provide cloud-hosting....
...Infrastructure Investing today spans from toll roads to energy assets and semiconductor factories....
...SK Hynix invested about $3.5bn in the Bain-led consortium that acquired Toshiba’s semiconductor unit, later renamed Kioxia, for $18bn in 2018....
...pile into Asean amid risks in China (Nikkei Asia) Tokyo plays Cupid with matchmaking app to boost marriages (Nikkei Asia) Apple moves towards India-made iPhone batteries in push away from China (FT) Semiconductor...
Korean semiconductor groups benefit from strong demand in niche technology vital for building generative AI systems
...SK Hynix was part of the Bain-led consortium that acquired Toshiba’s semiconductor unit, which was renamed Kioxia, for $18bn in 2018....
...A version of this article was first published by Nikkei Asia on January 26. ©2024 Nikkei Inc. All rights reserved....
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