This Week in Semiconductor- May 11th
#India’s semiconductor sector is gaining momentum, with #Mindgrove unveiling the nation’s inaugural System-on-Chip (#SoC) dubbed Secure IoT. Operating at 700 MHz, this groundbreaking chip integrates advanced security algorithms, secure boot functionality, and on-chip OTP memory. Concurrently, #LamResearch is broadening its #global #semiconductor supply chain network to encompass India.
A recent study by the Semiconductor Industry Association and Boston Consulting suggests that the United States is projected to #triple its semiconductor #manufacturing capacity by 2032.
The Semiconductor Industry Association (#SIA) reported that first-quarter global semiconductor sales surged over 15% year-over-year, although they remained 5.7% below the levels of Q4 2023. This growth represents a significant improvement compared to the previous year. It’s worth noting that the semiconductor materials market experienced an 8.2% contraction in 2023, dropping to $66.7 billion from a record high of $72.7 billion in 2022, according to a recent #SEMI report.
According to the Financial Times, the U.S. Commerce Department has purportedly #revoked #export #licenses from #Intel and #Qualcomm, which previously allowed them to supply semiconductors to #Huawei.
With the release of the latest iPad Pro, #Apple introduced its second-generation 3nm M4 chip. This chipset features #CPUs and #GPUs, each equipped with up to 10 cores, alongside a neural engine capable of delivering 38 TOPS, housing a total of 28 billion transistors.
#Bloomberg reported that #Saudi Arabia’s $100 billion investment fund for semiconductor and #AI technology has committed to divesting from #China if requested by the #US.
#Microsoft plans to construct a $3.3 billion #AI data center in Racine, Wisconsin, at the same site where the unsuccessful #Foxconn investment was promoted six years ago.
ABI Research predicts that the increasing demand for #AI-driven consumer electronics will lead to global #AI chipset shipments reaching 1.3 billion by 2030.
#TrendForce unveiled several new industry reports with notable findings:
• Anticipated #HBM price hikes of up to 10% by 2025, comprising over 30% of total DRAM value.
• In Q2, #DRAM contract prices surged by 13% to 18%, while NAND flash prices saw a spike of 15% to 20%.
• The collective revenue of the top 10 design firms saw a 12% increase in 2023, with #NVIDIA securing the top position for the first time.
Power Integrations is acquiring Odyssey Semiconductor Technologies, a #GaN transistor developer. According to Counterpoint, the global #smartphone #market #grew 6% year-over-year, with #Samsung surpassing #Apple for the top spot.
UC Berkeley, LLNL, and MIT collaborated on a miniaturized on-chip energy storage system using an atomic-scale approach.
Thanks to @Semiengineering for insights
Reference: https://lnkd.in/gzRdDtsQ
19