Manufacturers Are Impacted by Sagging Memory Chip Prices

Memory chip prices have plummeted this past year, with continued declines expected through Q2. The painful supply chain shortages of 2020 have been replaced, in many instances, by inventory gluts, with some chipmakers talking about scaling back expansion plans. The average price for memory chips used in consumer electronics — from TV sets to smartphones and personal computers — are expected to dip by double-digits in Q1, analysts say. In 2022, prices declined by 20 percent starting in Q2. TrendForce predicts inflation and high interest rates will continue to suppress corporate and consumer spending on electronic devices, including data servers. Continue reading Manufacturers Are Impacted by Sagging Memory Chip Prices

Decline in Global PC Sales Expected to Impact Chip Demand

A slump in PC sales and crashing cryptocurrency markets appear to be tempering a demand for semiconductors spurred by COVID-19 era supply chain shortages. Inflation is another mitigating factor, as sales of laptops and high-end GPUs for gaming and cryptocurrency mining slacken. Research firm Gartner predicts global PC shipments will contract by 9.5 percent in 2022, with consumer demand projected to decline by 13.5 percent. Enterprise sales are also expected to drop, by 7.2 percent, according to Gartner. Those numbers align with the 10 percent PC sales decline Micron Technology has forecast. Continue reading Decline in Global PC Sales Expected to Impact Chip Demand

Nvidia Touts New H100 GPU and Grace CPU Superchip for AI

Nvidia has begun previewing its latest H100 Tensor Core GPU, promising “an order-of-magnitude performance leap for large-scale AI and HPC” over previous iterations, according to the company. Nvidia founder and CEO Jensen Huang announced the Hopper earlier this year, and IT professionals’ website ServeTheHome recently had a chance to see a H100 SXM5 module demonstrated. Consuming up to 700W in an effort to deliver 60 FP64 Tensor teraflops, the module — which features 80 billion transistors and has 8448/16896 FP64/FP32 cores in addition to 538 Tensor cores — is described as “monstrous” in the best way. Continue reading Nvidia Touts New H100 GPU and Grace CPU Superchip for AI

Toshiba Plans to Split into Three Firms After Investor Pressure

Toshiba Corporation announced it will be breaking up into three independent companies by spinning off its energy and infrastructure business as well as its device and storage operations. The downsized Toshiba will continue to hold a 40.6 percent stake in Tokyo-based memory manufacturer Kioxia. The plan follows allegations of mismanagement and a five-month independent review of Toshiba that was in progress when company CEO Nobuaki Kurumatani resigned. Released Friday, the report says the former CEO behaved unethically but not illegally. Toshiba says the break-up is the best path to shareholder value. Continue reading Toshiba Plans to Split into Three Firms After Investor Pressure

South Korea Invests Big to Build Out Advanced Chip Industry

South Korea plans to invest about $450 billion in semiconductor manufacturing over the next decade in an effort to establish dominance in this key technology sector. One hundred fifty-three companies will follow a national blueprint devised by President Moon Jae-in’s administration, led by Samsung Electronics and SK Hynix, which raised their investment to 510+ trillion won in semiconductor research and production from now until 2030. The U.S., China and Europe are all building up their semiconductor manufacturing capacity. Continue reading South Korea Invests Big to Build Out Advanced Chip Industry

Samsung Invests in Logic Chips to Rival Intel and Qualcomm

Samsung Electronics, which currently dominates the market for memory chips used in smartphones and servers (among other devices), is now set on developing what they call “logic chips,” or advanced chip processors. The company stated its plans to invest 133 trillion won ($116 billion) over the next 10 years, putting it on a path to compete with Intel and Qualcomm. In doing so, Samsung is expected to create 15,000 jobs in production and research. The company already designed its own microprocessors for its Galaxy phones. Continue reading Samsung Invests in Logic Chips to Rival Intel and Qualcomm

Amid Record Profits, Samsung Faces a Slowing Chip Market

Samsung Electronics reported an approximately 20 percent increase in operating profit for the latest quarter from a year earlier, resulting in a record high profit of about $15 billion. But that sudden lift may not last. According to industry experts, the higher numbers are due to increased demand for memory chips for use in data centers and smartphones. Samsung and other chipmakers invested to expand production, but now demand for smartphones (and other consumer electronics) is reaching a plateau. Continue reading Amid Record Profits, Samsung Faces a Slowing Chip Market

Toshiba Is Accepting Bids for its Profitable Memory-Chip Unit

Toshiba announced that it is selling its memory-chip business, a major supplier to some of the world’s top CE manufacturers, and expects to reach an agreement by the end of the month. Leading the race is a group including private-equity firm Bain Capital and tech companies such as Apple, Dell, Seagate, SK Hynix and Innovation Network Corp. of Japan. Insiders indicate the bid values Toshiba’s chip business at $19 billion. Apple and Dell aim to keep the Toshiba unit as a viable supplier, while hoping it remains competitive with flash memory-chip leader Samsung. Continue reading Toshiba Is Accepting Bids for its Profitable Memory-Chip Unit

Westinghouse Files for Bankruptcy, Toshiba Selling Chip Unit

Nuclear power leader Westinghouse Electric Company filed for Chapter 11 bankruptcy protection in New York yesterday. “The filing comes as the company’s corporate parent, Toshiba of Japan, scrambles to stanch huge losses stemming from Westinghouse’s troubled nuclear construction projects in the American South,” reports The New York Times. Westinghouse has recently been impacted by a slowdown in electricity demand, lower natural gas prices, growth in alternative energy sources, and concerns regarding nuclear safety. Toshiba, which is expecting a net loss of $9.9 billion for the fiscal year, “is also divesting its profitable semiconductor business and plans to sell a stake to an outside investor to raise capital.” Continue reading Westinghouse Files for Bankruptcy, Toshiba Selling Chip Unit

The Machine: HPE Prototype Intros New Computing Paradigm

At Discover 2016 in London this week, Hewlett Packard Enterprise revealed its early version of a working prototype for The Machine, which began as a research project in 2014. The prototype, in a Fort Collins, Colorado lab, tests the design that will soon be available to programmers to create software to exploit its capabilities. The Machine relies on memory technology to increase calculating speed, and will require a new kind of memory chip unlikely to be widely available before 2018 at the earliest. Continue reading The Machine: HPE Prototype Intros New Computing Paradigm

Apple Considers Curved OLED Screen for Next Year’s iPhone

A future iPhone featuring a curved OLED screen could be available by next year. According to Apple’s suppliers, Apple has requested thinner OLEDs and new prototypes with higher resolution than screens offered by Samsung. As Apple gets ready for next year’s 10th anniversary of its popular iPhone, the company has been contending with slowing smartphone sales. Samsung, Google and Xiaomi are among those that have already made the transition from conventional LCD displays to thinner and lighter OLED tech that does not require the same backlight and allows for flexible designs. Continue reading Apple Considers Curved OLED Screen for Next Year’s iPhone

Intel to Bring Superfast Optane Hard Drives to Market in 2016

Several high-profile technology companies, most notably Hewlett-Packard, have been hard at work trying to reinvent the hard drive. But it looks like Intel will be first to market with its new Optane drives. Although a current prototype of Intel’s Optane drives only functions seven times the speed of a top-end flash disk drive, it could be much faster by the time it is released in 2016. And the potential is great: Optane drives are said to operate as much as 1,000 times faster than today’s memory technology. Continue reading Intel to Bring Superfast Optane Hard Drives to Market in 2016

New Intel, Micron Chips Said to Offer Big Performance Gains

Intel and Micron Technology announced that they have developed a new memory chip technology that will increase performance up to 1,000 times faster than today’s technology. If proven true, the new chip technology, named 3D XPoint, could offer tremendous new capabilities for computers, smartphones and other electronics. 3D XPoint is not as fast as DRAM (dynamic random access memory), but stores 10 times more data and also, similar to current NAND flash memory, retains data even after devices are powered off. Continue reading New Intel, Micron Chips Said to Offer Big Performance Gains

Thinfilm and Xerox Pursue Printed Electronics for IoT Chips

Thinfilm — a Norwegian tech firm with 90+ employees that also does business as Thin Film Electronics USA — has a deal with Xerox to produce electronic chips that print their features atop thin surfaces. Thinfilm could manufacture up to a billion “printed electronics” chips per year for memory, processors, and sensors designed for connected devices and objects as part of the Internet of Things. The company envisions significant cost savings and increased efficiency in teaming “smart labels” with connectivity tech such as NFC and the Internet-connected cloud. Continue reading Thinfilm and Xerox Pursue Printed Electronics for IoT Chips

Samsung Plans to Demo Tizen-Powered Smart TVs at 2015 CES

In an effort to expand the company’s software capabilities, Samsung announced that its Tizen operating system would be widely adopted in its smart TVs beginning this year. According to the company, the Tizen operating system will allow Samsung’s Internet-connected TVs to sync with other CE devices, including smartphones, via a Wi-Fi connection that enables content sharing. While availability has yet to be announced, the Tizen-based televisions will be showcased at the 2015 International CES next week. Continue reading Samsung Plans to Demo Tizen-Powered Smart TVs at 2015 CES