Intel Leads Investment Round in IRIS.TV Video Data Platform

Intel’s investment division Intel Capital led a new $18 million Series B investment round in IRIS.TV, a data technology company that offers an alternative to cookies and third-party identifiers. IRIS.TV, founded in 2013, analyzes the topics of individual videos of any kind or length, providing information for advertisers on contextual relevance rather than the viewer’s personal data. IRIS.TV’s tech works on videos on mobile phones and computers and, notably, for content on streaming television apps. Continue reading Intel Leads Investment Round in IRIS.TV Video Data Platform

Countries Plan to Invest in New Chip Manufacturing Facilities

Due to a global semiconductor shortage, the United States, European Union countries and Japan are planning to spend billions of dollars to build chip fabrication plants (“fabs”). These countries also face the fact that more than two-thirds of the world’s chips are made in Taiwan. China is offering subsidies to its domestic chip industry, as industry-leaders Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics plan to build U.S.-based fabs, potentially aided by significant U.S. government subsidies. Continue reading Countries Plan to Invest in New Chip Manufacturing Facilities

Intel to Spend $20B on New Chipmaking Factories in Arizona

Intel’s new chief executive Patrick Gelsinger committed $20 billion to build two new semiconductor manufacturing plants in Arizona. Over the years, Intel has failed to keep up with the miniaturization of transistors, giving Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics the lead. These two companies now make chips for Advanced Micro Devices (AMD), Amazon, Apple, and Nvidia but Gelsinger — who hopes for federal incentives — vowed to regain enough ground with the new factories to rival them. Continue reading Intel to Spend $20B on New Chipmaking Factories in Arizona

Apple Reveals Plan to Build a Chip Design Center in Germany

Apple is planning to build a 98,400-square-foot semiconductor design center in Munich, Germany, part of a 1 billion euro ($1.2 billion) investment to create customized chips for 5G mobile devices and other wireless technologies in Germany. The company plans to move into the facility in late 2022. Munich is a regional hub for chip development and home to Apple partner Infineon Technologies and the Fraunhofer Group for Microelectronics, a major European semiconductor-based technology research institute. Continue reading Apple Reveals Plan to Build a Chip Design Center in Germany

Nvidia Acquisition of Arm Faces FTC Probe, Big Tech Critics

As Nvidia moves to close its $40 billion deal to acquire Arm Holdings, tech companies Google, Microsoft and Qualcomm are saying the deal will harm competition and are asking for regulatory intervention. The UK-based Arm, which licenses its chip technology to Amazon, Apple, Huawei Technologies, Intel and Samsung Electronics among others, is known as the Switzerland in the semiconductor industry because it licenses its technology to companies rather than competes with them. Critics fear that Nvidia would change this policy or raise the cost. Continue reading Nvidia Acquisition of Arm Faces FTC Probe, Big Tech Critics

Biden Administration to Review Semiconductor Supply Chain

President Joe Biden is expected to sign an executive order for a 100-day review by the National Economic Council and National Security Council on the manufacturing and packaging of semiconductor chips, with a focus on supply chain blockages that have created shortages. The government review will also examine supply chain issues for other critical goods including minerals, medical supplies and high-capacity batteries. Later this year, supply chain assessments for other critical products will be conducted. Continue reading Biden Administration to Review Semiconductor Supply Chain

Samsung Looking to Launch Chip Manufacturing Plant in U.S.

Samsung Electronics may build an up-to-$17 billion chip manufacturing plant in Arizona, Texas or New York, according to sources, and is reportedly scouting two locations in the Phoenix area, two locations in the Austin vicinity and an industrial campus in New York’s Genesee County. The decision to build in the U.S. hinges on the availability of federal government incentives to balance out cheaper costs and government incentives elsewhere. Samsung’s plant would employ up to 1,900 people and open by October 2022. Continue reading Samsung Looking to Launch Chip Manufacturing Plant in U.S.

CES: Samsung’s New MicroLED TVs Offer Improved Contrast

Samsung debuted MicroLED TVs during last week’s virtual CES 2021, all offering 4K resolution, in fixed sizes of 110-inches, 99-inches and 88-inches, with the 110-inch version priced at $156,000. That compares to the launch at last year’s CES of the 292-inch MicroLED TV, made up of individual modules and custom-installed. In comparison, Samsung’s 98-inch 8K TV, which uses LCD-based QLED display, is priced at $60,000. MicroLED, the first new screen technology in 10 years, is closer to OLED than LCD and is said to feature improved contrast and response time. Continue reading CES: Samsung’s New MicroLED TVs Offer Improved Contrast

CES: Samsung, Ice Mobility on Trends in 5G Implementation

At CES 2021 this week, Elemental Content co-founder John Penney moderated a conversation with Samsung Electronics America vice president of product management Drew Blackard and Ice Mobility co-founder and chair Denise Gibson on trends in mobile communications. “The 5G new wireless ecosystem offers a lot of applications in business environments,” Penney noted, asking Blackard and Gibson to describe some of what they think will be the most compelling use cases as 5G continues its rollout of networks and devices. Continue reading CES: Samsung, Ice Mobility on Trends in 5G Implementation

LG’s Major Stake in Alphonso Boosts Its Streaming Ad Goals

Just prior to CES 2021, LG Electronics stated it spent $80 million to take a 60 percent stake in Alphonso, an advertising technology, data and measurement company, to advance its aim of building a streaming-TV advertising business. LG is buying out Manifest Investment Partners and other existing Alphonso investors. Founders, current and former employees and “various advisers” will hold onto the remaining shares. The company, which had a pre-money valuation of about $125 million, has raised $6.3 million thus far. Continue reading LG’s Major Stake in Alphonso Boosts Its Streaming Ad Goals

Wi-Fi 6E Certification Program Paves the Way for New Devices

The Wi-Fi Alliance began its Wi-Fi 6E certification program for devices built to transmit signals on the newly launched 6GHz band. Introduced just before CES 2021, the program comes in time to certify next-generation devices that can take advantage of the fastest speeds ever available with Wi-Fi. Wi-Fi 6, which began its rollout in 2019, adds access to the 6GHz band after the Federal Communications Commission voted unanimously to open it for unlicensed use. Until now, Wi-Fi use has relied on 2.4GHz and 5GHz bands. Continue reading Wi-Fi 6E Certification Program Paves the Way for New Devices

Global Competition Ramps Up in the Semiconductor Industry

In light of the U.S. ban on selling chips and chipmaking technology to China, that country has raised $38 billion so far this year with the goal of achieving self-sufficiency. According to S&P Global Market Intelligence, that number — achieved through public offerings, private placements and asset sales — is “more than double” the total raised in 2019. Corporate registration tracker Tianyancha stated that 50,000+ Chinese businesses related to semiconductors registered this year, four times the total five years ago. Meanwhile, Seoul-based Samsung is investing heavily in its own next-generation chip business, ramping up competition in the semiconductor sector. Continue reading Global Competition Ramps Up in the Semiconductor Industry

Huawei, Apple Drop in Rankings of Top Global Phone Makers

After attaining a position as No. 1 in global smartphone shipments in Q2, Huawei Technologies ceded that position to Samsung Electronics in Q3, according to International Data Corporation. IDC added that Huawei’s global shipments fell by 22 percent, a sign that U.S. efforts to disrupt its supply chain are having an impact. All vendors without a license from the U.S. Commerce Department have been banned from selling chips and other components to Huawei since September 15. Huawei’s domestic sales also fell 15+ percent in Q3. Continue reading Huawei, Apple Drop in Rankings of Top Global Phone Makers

Intel Sells NAND Memory Business to SK Hynix for $9 Billion

Intel agreed to sell its memory unit to SK Hynix — which makes flash memory components in South Korea — for 10.3 trillion won (about $9 billion). The sale, which includes Intel’s solid-state drive, NAND flash and wafer business and a production facility in the Chinese city of Dalian, will occur in stages through 2025. The deal is expected to improve Hynix’s position in the chip industry, which has boomed after COVID-19, and rids it of one competitor. SK Hynix’s primary rivals are Samsung Electronics and Micron Technology. Continue reading Intel Sells NAND Memory Business to SK Hynix for $9 Billion

Nvidia Acquisition of SoftBank’s Arm Brings Rewards, Risks

Nvidia agreed to pay $40 billion — $21.5 billion in stock, $12 billion in cash — for SoftBank’s Arm division, a chip designer based in the United Kingdom. Nvidia will pay $2 billion on signing, and SoftBank will also receive $5 billion in cash or stock should Arm’s performance meet specific standards. Arm employees will receive $1.5 billion in Nvidia stock. This will be the biggest semiconductor industry deal since SoftBank paid $31.4+ billion to purchase Arm in 2016. The deal will also increase competition between Nvidia and Intel. Continue reading Nvidia Acquisition of SoftBank’s Arm Brings Rewards, Risks

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