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chips: One reason the US can’t quit China? Chips

In May, Micron Technologies, an Idaho chipmaker, received a serious blow as part of the U.S.-China technology war. The Chinese government banned companies that handle crucial information from buying Micron's chips, saying the company had failed a cybersecurity review.Micron said the change could destroy roughly an eighth of its global revenue. Yet in June, the chipmaker announced that it would increase its existing investments in China - adding $600 million to expand a chip packaging facility in the city of Xian. "This…

Micron to set up $2.75 billion India chip assembly facility

The American chipmaker will set up an assembly, testing, and packaging facility for dynamic random access memory (DRAM) and Nand flash modules in India. The plant will be established in two phases, with the first phase involving the construction of a 500,000 sq ft assembly facility in Sanand, Gujarat, scheduled to begin later this year. The second phase is expected to be implemented in the second half of this decade. Rival US semiconductor manufacturer Applied Materials has also…

eu taiwan relations: Taiwan seeks closer EU ties in return for chip investment

European countries should strengthen relations with Taiwan if they want continued Taiwanese investment in semiconductor production, foreign minister Joseph Wu said during a visit to Europe last week.Overseas investments by Taiwan Semiconductor Manufacturing Corp (TSMC), the world's largest contract chipmaker, need government approval, including for a potential factory in Germany. Wu said the government was not placing conditions on investments by TSMC and it was for the company to decide if a project would make a profit.…

Germany’s world-beating chipmaker may move more production to US

Munich-based Infineon is considering moving a bigger chunk of its production to the US, the FT reports. The prospective move would be made to comply with the Biden Administrations’ Inflation Reduction Act (IRA) — a $369bn package of subsidies and tax incentives, aiming to accelerate domestic production of green technologies, which include semiconductors. Infineon is amongst the world’s biggest silicon chip suppliers for the automotive industry. It already operates six factories in the US, next…

nvidia: View: From a scrappy underdog to the king of graphic chips, how long can Nvidia hold the crown?

Nvidia Corp. was once a scrappy underdog. Founded in a Silicon Valley diner, the designer of graphics chips faced death more than once before finally realising its founders’ vision of standalone semiconductors used specifically for displaying images on a screen. Having already surpassed storied titans Intel Corp. and Advanced Micro Devices Inc., the company’s market capitalisation touched $1 trillion last week. Graphics didn’t get it there, though. A bet that its approach to number-crunching would be a perfect fit for the…

NVIDIA Becomes the First Chipmaker to Join the Trillion-Dollar ClubKeywords:

Nvidia Corp’s market value has surpassed US$1 trillion, making it the first chipmaker to do so. The gaming and AI chip business was valued at US$1 trillion, with shares rising 4.2% in early trade on Tuesday. Taiwan Semiconductor Manufacturing Co Ltd is the world’s second-largest chipmaker, with a market capitalization of roughly US$535 billion. Meta Platforms Inc, which was valued at more than US$670 billion at the point of the most recent closing, will surpass the trillion-dollar capitalization of the market threshold…

nvidia: Chipmaker Nvidia joins exclusive club of companies with a $1 trillion market capitalisation

Nvidia has joined the exclusive club of companies with a $1 trillion market capitalization as the chipmaker benefits from the growing use of artificial intelligence.Nvidia Corp. joins tech titans like Alphabet, Apple and Microsoft in the $1 trillion club. Its stock rose 5% in Tuesday trading, eclipsing $408 per share. Since its initial public offering in 1999, the stock is up roughly 33% annually compared with an average annual gain of 7% in the benchmark S&P 500 index over the same time. Last week the maker of…

World’s Most Valuable Chipmaker Nvidia Unveils More AI Products After $184 Billion Rally

In a two-hour presentation in Taiwan, Nvidia Corp. Chief Executive Officer Jensen Huang unveiled a new batch of products and services tied to artificial intelligence, looking to capitalize on a frenzy that has made his company the world's most valuable chipmaker.The wide-ranging lineup includes a new robotics system, gaming capabilities, advertising services, and a networking technology. Perhaps most central to his ambitions, Huang took the wraps off an AI supercomputer platform called DGX GH200 that will help tech…

Apple’s iPhone 15 Pro and M3 Mac chips almost wipe out chipmaker TSMC

The upcoming iPhone 15 Pro and iPhone 15 Pro Max are both expected to use new A17 chips based on TSMC's 3nm manufacturing process. The same can be said of the M3 Mac chips likely to power the next generation of MacBook Air, MacBook Pro, and more.Now, it appears that Apple has already set the wheels in motion to make sure that it has enough of those chips to go around, reportedly taking a huge chunk of TSMC's 3nm manufacturing capacity and making it its own.While there will still be scope for TSMC to build chips for other…