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Q2 report card – 9 Japanese manufacturers from electronic component | Vihochips
According to the Nikkei Chinese website, with the release of financial reports for the second quarter of 2023, the revenue status of Japanese electronic parts companies from April to June is also revealed. The financial report shows that among the 9 major Japanese electronic parts companies, 8 Q2...Read more -
A $135 billion business | Vihochips
According to the latest news, the research firm Aletheia reports that the market size of AI servers is expected to double in 2024 and reach US$135 billion in 2025, which is 4.5 times the size in 2022. Among them, GPU accounts for the highest cost in AI servers. Aletheia believes that the GPU mark...Read more -
The price went up to $45,000 each! Such chips become “hard currency”
According to the latest news, the price of GPU is still rising. As the “hard currency” of artificial intelligence infrastructure, overseas startups have begun to use GPU for mortgage financing. This emerging avenue of financing underscores the value of such hardware in the capital-int...Read more -
The great opportunity of interface IP for domestic production
Everyone is familiar with semiconductor IP, that is, the proven and reusable chip design module is the upstream core technology of the chip industry just like EDA. IP development and multiplexing technology has greatly promoted the rapid development of the chip design industry. From the perspect...Read more -
Semiconductors – Facing severe talent shortage
The value of the semiconductor industry could grow from $600 billion today to $1 trillion by 2030 — and as the industry grows, there will be a severe shortage of talent to fill the jobs. “We need … to change direction in the next few years. We need to convince more of these students ...Read more -
TSMC’s American chips cost 30% more
TSMC has repeatedly complained that building fabs outside of Taiwan is much more expensive than building fabs at home. As it turns out, the foundry is preparing to pass those extra costs on to customers — meaning U.S. customers will have to pay 30 percent more for U.S.-made chips than Taiwan-made...Read more -
The RF market, the rise of new players
As mobile traffic grows exponentially, operators continue to invest in 5G networks. By the end of 2022, the mobile market will have 1.23 billion smartphones and 6.9 million wireless devices, of which more than 600 million smartphones and nearly 1.5 million wireless devices are 5G. Chinese mobile...Read more -
Volkswagen has recruited chip experts
Volkswagen’s software arm, Cariad, is beefing up its U.S. technology center and they recently hired semiconductor specialist Scott Runner, the new CEO of the new company. The appointment of Runner, who has a 30-year career building hardware and semiconductor teams at companies like Qualcom...Read more -
Infineon’s record investment – largest fab
On Tuesday, Infineon will break ground on a new semiconductor factory in Dresden with much fanfare. The company intends to expand its production capacity by a third. High-ranking visitors expected at groundbreaking: In addition to German Chancellor Olaf Schulz, European Commission President Ursu...Read more -
Silicon chips giant: no good news in the short term
Xu Xiulan, chairman of Universal Crystal, said at the law conference yesterday (2) that due to the sluggish semiconductor market, customers want to delay the increase of products, and the operation of this season is facing challenges. The 8-inch and 12-inch silicon wafer production lines are oper...Read more -
MCU encontering the hardest bargaining
According to Taiwan media reports, the destocking pace of the electronics industry is not as good as expected, coupled with the poor terminal demand after the unblocking of the mainland, the red supply chain has set off another price war, and among semiconductor components, the microcontroller (M...Read more -
Hybrid bonding – the protagonist of the future
Wafer bonding is an emerging semiconductor processing technology that has developed rapidly in the past ten years. It has important applications in the fields of MEMS, CIS and memory chips, and has received more and more attention. In the ocean of information, the existence of wafer bonding is ex...Read more
