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Semiconductors
China on cusp of next-generation chip production despite US curbs
...said Douglas Fuller, an expert on China’s semiconductor industry. “If money is no object, then it might happen.” Huawei declined to comment. SMIC did not respond to a request for comment....
February 6, 2024
Mergers & Acquisitions
Merck bid for Japanese chip materials maker triggers state-backed fund deal
...in the country’s semiconductor industry....
January 1, 2024
FT Live
Future of Business Education: Spotlight on Executive MBA
Enhancing your leadership skills
Wednesday, 16 OctoberDigital Conference
ExplainerSemiconductors
Why chipmakers are investing billions into ‘advanced packaging’
...What are the implications for the industry? Advanced packaging requires greater co-operation between industry specialists....
April 24, 2024
News updates from April 17: UK inflation falls less than expected; Boeing engineer says safety concerns are ignored
ASML says semiconductor industry is recovering as sales drop more than a fifth
...ASML, the chip manufacturing equipment supplier, said the semiconductor industry was on track to recover in the second half of the year, even as it reported a 21 per cent drop in sales and lower-than-expected...
April 17, 2024
ASML Holding NV
ASML forecasts semiconductor rebound after first quarter disappoints
...ASML, the chip manufacturing equipment supplier, insisted that the semiconductor industry was on track to recover in the second half of the year even as its first quarter disappointed investors....
April 17, 2024
News in-depthSemiconductors
US missing pieces of AI chip puzzle despite TSMC’s $65bn bet
...“Nvidia could get the Dram components out of there if they really want to bring the entire chain onshore,” said one industry expert who declined to be named....
April 11, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Semiconductors
AI-fuelled chip rally tested by semiconductor demand warnings
...While a few deep-pocketed tech giants are ploughing vast sums into AI chips, semiconductor companies that make components for a wider range of customers in more traditional industries, including Texas Instruments...
January 27, 2024
Disrupted Times
2024 set to be crucial year for global semiconductor industry
...semiconductors....
January 29, 2024
Vietnam
Vietnam dangles semiconductor incentives to draw foreign companies
...Washington and Beijing’s race for tech supremacy has pushed the semiconductor industry and related companies to seek third locations to avoid fallout....
February 21, 2024
Inside BusinessRichard Waters
Nvidia’s lightning speed in driving change
...Nvidia’s “full-stack” approach begins with the fact that most of what it sells are not individual GPUs but complete systems built around its chips, which are designed to optimise the performance of its components...
March 21, 2024
Italian economy
Singapore chipmaking start-up to invest €3.2bn in Italy
...The facility will focus on producing “chiplets”, a way of manufacturing semiconductors that aims to improve processors’ performance by packaging together several tiny components, rather than the traditional...
March 11, 2024
News updates from April 18: Netflix profits surge; Jurors selected for Trump’s ‘hush money’ trial
Risers and fallers in Europe
...Aixtron: Shares in the German provider of semiconductor components rose 5.3 per cent after the company said that US silicon carbide manufacturer Wolfspeed had placed multiple orders for its silicon carbide...
April 18, 2024
Disrupted Times
World’s biggest chipmaker taps $11.6bn in US subsidies
...Although tensions appear to be easing, the chip industry has for a while been at the centre of tussles between Washington and Beijing....
April 8, 2024
Technology sector
Chinese chipmakers boost networking with Japanese companies to navigate export controls
...materials industry”....
January 15, 2024
Inside BusinessJune Yoon
New generation of chips will drive the AI wave
...HBM upends decades of chip industry convention by stacking multiple layers of chips on top of each other and uses cutting edge components, including a tiny circuit board thinner than a piece of paper, to...
December 19, 2023
FT Live
Future of AI
Igniting a new era of innovation and investment
Wednesday, 6 NovemberLondon. UK
LexBe Semiconductor Industries NV
Meet Besi — the European AI champion riding Nvidia’s coattails Premium content
...The global tech rally has raised share prices in European semiconductor equipment maker ASML, German chipmaker Infineon and BE Semiconductor (Besi)....
February 23, 2024
Semiconductors
AI boom drives demand for server-cooling technology
...energy consumption was driving the push to upgrade existing components and technologies, such as cooling and power supplies....
February 7, 2024
LexSemiconductors
Taiwan quake is a reminder of seismic risk to global chip supply Premium content
...Still, the high levels of precision required to make semiconductors means earthquakes remain a serious challenge to the industry....
April 3, 2024
#techAsia
Huawei goes ‘007’ and TSMC gets a grant Premium content
...It’s rare in much of Asia, particularly in the tech industry, for employees to go on strike....
April 11, 2024
#techAsia
Telecom chips move in-house and the US takes aim at TikTok Premium content
...“If we don’t control our key component procurement properly, we might have to log loss of inventory valuation. So we have to be extremely careful,” Chen said....
March 14, 2024
Hynix Semiconductor Inc
SK Hynix returns to profit boosted by AI memory chip demand
...Revenues rose 47 per cent year on year to Won11.3tn....
January 25, 2024
The Big Read
Is South Korea’s economic miracle over?
...But Inseong Jeong, a former SK Hynix engineer and author of The Future of Semiconductor Empires, a book about the Korean chip industry, says the country should focus on its existing strengths....
April 22, 2024
Electric vehicles
China’s EV supply chain dominance risks ‘collapse’ of US subsidies, warns South Korea
...The Korea Semiconductor Industry Association has expressed concern that South Korean chipmakers’ large investments in the US could jeopardise the country’s competitive edge, with its executive director Ahn...
April 26, 2024
Micron
Micron secures $13bn in US support to expand chipmaking capacity
...Democrats have been rallying to boost Biden’s lacklustre economic approval ratings and preparing for an election that may centre on candidates’ ability to bolster American industry and reduce reliance on...
April 25, 2024
Chris Miller
The Chips Act has been surprisingly successful so far
...Chip companies and supply chain partners have announced investments totalling $327bn over the next 10 years, according to Semiconductor Industry Association calculations....
April 25, 2024

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