The U.S. plan to expand its national chip industry includes adding a minimum of two manufacturing clusters for advanced semiconductors by 2030. Commerce Secretary Gina Raimondo explained Thursday that the goal is to create chip ecosystems that group together fabrication plants, assembly plants, research-and-development labs and the suppliers to support each phase of operation. The vision is to make the U.S. “the only country in the world where every company capable of producing leading edge chips will have a significant R&D and high-volume manufacturing presence,” Raimondo said. Continue reading U.S. Plans to Create Manufacturing Clusters with CHIPS Act

TSMC has revised plans for its Arizona chip plant, reportedly the result of pressure from customers including Apple, Nvidia and AMD, who urged the Taiwanese company to reconsider its plan to output 5-nanometer processors that will be old news by the time the $12 billion plant opens in 2024. TSMC is expected to announce during a scheduled Tuesday visit by President Biden and Commerce Secretary Gina Raimondo that it will output advanced 4-nanometer chips when production commences and will add a second nearby plant to manufacture even more sophisticated 3-nanometer chips. Continue reading TSMC’s Advanced Chipmaking Plans Leak Before Biden Visit

The Biden administration is acting to limit China’s rapid military progress by banning shipments of advanced chips and the production tools needed to make them. This is in response to signs that China is using AI and supercomputing to develop hypersonic weapons and systems that may be able to crack highly encrypted messaging. The new rules, which extend to foreign companies using relevant U.S. technology, have already begun taking effect. But companies including Intel, Samsung, TSMC and SK Hynix have reportedly received limited exemptions allowing them to continue shipping to some factories there. Continue reading U.S. Aims to Slow China Tech Progress with Chip Restrictions

Samsung wants to dominate the global market for advanced semiconductors, unveiling plans to begin producing chips with a 2-nanometer spec in 2025 and launching into the even more advanced 1.4-nanometer market in 2027. The timeline takes the South Korean company beyond the 3-nanometer chip production it began in June. Samsung says it will more than triple production capacity in five years, positioning it to challenge Taiwan’s TSMC in terms of volume, and potentially surpass it in the high-end market for “smart chips.” TSMC said it will mass produce 3nm chips this year and start 2nm production by 2025. Continue reading Samsung 5-Year Plan Speeds Advanced-Chipmaking Timeline

“Computing is advancing at incredible speeds. Acceleration is propelling this rocket, and it’s fuel is AI,” Nvidia founder and CEO Jensen Huang said in his 2022 GTC conference keynote, announcing two new AI services: the Nvidia NeMo large language model service, which helps customize LLMs, and the Nvidia BioNeMo LLM service, aimed at bio researchers. Nvidia also unveiled its GeForce RTX 40 Series GPUs, shipping Q4. Powered by the company’s new architecture, Ada Lovelace, the two new models — GeForce RTX 4090 and GeForce RTX 4080 — offer better ray tracing performance and AI-based neural graphics. Continue reading Nvidia Introduces AI-Powered GPUs and Cloud LLM Services

Apple revealed its highly anticipated 5G-capable phones this week during its annual September product event. While all four models — including the iPhone 14 and larger iPhone 14 Plus — offer improved cameras and new safety features, the iPhone 14 Pro and iPhone 14 Pro Max are the first to utilize Apple’s new A16 Bionic chip, built on the new 4-nanometer process. Apple calls it “the fastest chip in a smartphone.” All four models have satellite connectivity to send emergency messages in areas without cell coverage. The company also debuted the Apple Watch Ultra, aimed at high-performance athletes, and the AirPods Pro. Continue reading Apple Unveils New iPhone Line, Watch Ultra and AirPods Pro

The graphics processor unit drought may be over as retailers report inventory is plentiful with prices returning to pre-scarcity norms. Nvidia GeForce RTX 3090 Ti’s that were marked up to nearly double the MSRP on sites like eBay are now available for approximately their intended $2,300 price. “GPU prices continue to drop on a monthly basis,” reports Tom’s Hardware, attributing the favorable conditions in part to the cryptocurrency crash, which has “resulted in more mining firms shutting down,” selling off hardware and not competing for new units. The easing of COVID-19 supply chain bottlenecks is another mitigating factor. Continue reading Replenished GPU Inventory Results in Return to MSRP Pricing

Taiwanese semiconductor giant GlobalWafers wants to invest $5 billion to construct a state-of-the-art 300-millimeter silicon wafer factory in Sherman, Texas, but only if Congress can fund the CHIPS for America Act, which passed in January 2021 and has been promised $52 billion but sits with an empty purse. The new GlobalWafers factory would be the first of its kind in the U.S. in 20 years and is expected to create 1,500 jobs. GlobalWafers president Mark England says if government incentives are not unleashed soon the company will “pivot to South Korea.” Continue reading GlobalWafers Ties Proposal for Texas Foundry to CHIPS Act

The global semiconductor shortage that has plagued the supply chain for the past two years is threatening to affect advanced chips for next-generation smartphones as well as impacting the data centers critical to powering their apps. High-performance chips with tiny transistors had to a large extent sidestepped the scarcities that impacted the auto industry, appliances and basic consumer electronics. Now everything from production volume to manufacturing equipment has analysts worried about whether the world’s top smart chip manufacturers — TSMC and Samsung Electronics — will be able to keep up with customer demand. Continue reading Chip Manufacturing Delays Threaten Next-Gen Smartphones

President Biden kicked-off his three-day visit to South Korea with a trip to a Samsung Electronics semiconductor plant, emphasizing an interest in strengthening supply chains and boosting competition with China in the technology sector. Biden remarked that the U.S. wants to shore-up business ties with allies including South Korea to offset the influence of  “countries that don’t share our values.” Located in Pyeongtaek, the plant churns out some of Samsung’s most advanced memory chips and is the largest semiconductor manufacturing facility in the world. South Korean President Yoon Suk-yeol was present, marking the pair’s first in-person visit. Continue reading Biden Visits a Samsung Semiconductor Plant in South Korea

TSMC (Taiwan Semiconductor Manufacturing Company) is reporting first quarter 2022 revenue between $17.6 billion and $18.2 billion, a 35.5 percent increase year-over-year. Compared to Q4 2021, the first quarter results represent a 12.1 percent revenue uptick and 22 percent growth in net income. This, despite ongoing fallout from supply chain shortages that company CEO C.C. Wei says he expects will continue triggering production constraints. Russia’s invasion of Ukraine and the COVID-19 lockdown in Shanghai, where the company has a plant, were cited as the most significant stressors to the company’s semiconductor output. Continue reading TSMC Posts Record Q1 Profits Despite Continuing Shortages

The competition for global computer chip dominance depends largely on who can create the smallest components with the most advanced capabilities. So far, Taiwan-based TSMC leads, and the nation accounts for more than 90 percent of global production of advanced chips. By comparison, the U.S. claims about a 12 percent share, prompting the government to cite reliance on foreign-made processors as a cause of inflation and a national security threat. California-based Intel is heeding the challenge, spending billions on initiatives for AI computing, a high-end microprocessor plant expansion in Arizona and new plant in Ohio. Continue reading Intel Vies for Lead in an Increasingly Complex Chip Business

Nvidia CEO Jensen Huang announced a host of new AI tech geared toward data centers at the GTC 2022 conference this week. Available in Q3, the H100 Tensor Core GPUs are built on the company’s new Hopper GPU architecture. Huang described the H100 as the next “engine of the world’s AI infrastructures.” Hopper debuts in Nvidia DGX H100 systems designed for enterprise. With data centers, “companies are manufacturing intelligence and operating giant AI factories,” Huang said, speaking from a real-time virtual environment in the firm’s Omniverse 3D simulation platform. Continue reading Nvidia Introduces New Architecture to Power AI Data Centers

Two years of global chip shortages resulting from the COVID-19 pandemic have left the semiconductor industry better prepared for Russia’s invasion of Ukraine. The war has created turmoil in two countries that supply neon gas and palladium, essential ingredients to create processors. One estimate puts the countries’ combined output of semiconductor-grade neon at anywhere from one-quarter to half, while positing Russia has in the past originated as much as a third of the metal palladium. Potential shortages of both materials has raised concern in an industry already struggling to meet demand. Continue reading Pandemic Prepared Chipmakers for New Scarcity Due to War

Intel announced it will purchase Israeli chipmaker Tower Semiconductor in a deal valued at $5.4 billion. Tower — which specializes in analog semiconductor solutions for high-growth markets including mobile, automotive, medical devices and power management — will make Intel instantly more competitive in sectors dominated by Taiwan’s TSMC. Intel CEO Pat Gelsinger cited “Tower’s specialty technology portfolio, geographic reach [and] deep customer relationships” among the assets that will help scale Intel to “a globally diverse end-to-end foundry” to help meet growing chip demands across the nearly $100 billion addressable foundry market. Continue reading Intel to Acquire Israel’s Tower Semiconductor for $5.4 Billion