Semiconductors - Page 2
Coverage of semiconductors: chipmakers such as TSMC, Samsung and Intel, fabs and manufacturing capacity, export controls and AI chip demand.
Latest
FCC Grants Intel a One-Year Waiver to Keep Repairing Its Fab Robots
The FCC gave Intel a one-year waiver to repair robotic vehicles in its US chip plants, after Intel said the foreign robot ban might cover them.
Mobilint to Build Humanoid Robot AI Chips in Korea’s ₩800bn Programme
South Korean chip designer Mobilint is leading a humanoid robot AI chip project in a ₩800bn state programme, with testing planned on LG Electronics robots.
US Treasury Proposes Rule Widening Outbound Investment Curbs
A proposed US Treasury rule under the COINS Act would extend outbound investment curbs to five more countries and three more sectors. Comments close 7 Dec.
Helion Signs Letter of Intent for Up to $175m of CHIPS Chip Funding
Fusion firm Helion has a letter of intent for up to $175m of CHIPS R&D funding for high-voltage chips. Commerce would take a stake. Not yet final.
Tesla and Nvidia Back Samsung Electro-Mechanics Lines, Maeil Reports
Tesla and Nvidia will put 3.7tn won ($2.8bn) into Samsung Electro-Mechanics chip-substrate lines, Maeil reports. Neither Tesla nor SEMCO has confirmed it.
Intel Says Fab 62 in Arizona Should Start Operations by the End of 2028
Intel's foundry chief says tool installation at Arizona's Fab 62 is underway, with operations due by end-2028. Its node, capacity and cost are undisclosed.
TSMC Says It Has Halted Steel Work Across Taiwan After Four Workers Died
Four construction workers died at TSMC's new Kaohsiung fab site on 20 October. TSMC says it has suspended similar steel work at all its Taiwan sites.
NVIDIA Says It Will Advance KYEC $1.1bn as Suppliers Expand Capacity
NVIDIA says six suppliers will expand substrate, packaging, testing and optics capacity, including a $1.1bn advance for KYEC's US test plants.
Samsung and SK Hynix Are Upgrading China Plants for Denser NAND, Sources Say
Samsung and SK Hynix are upgrading China plants to make NAND with over 200 layers, Reuters reports. US licence status is unclear as YMTC gains share.
Qualcomm Plans Global Job Cuts After Staff Reviews, Memo Seen by Reuters Says
Qualcomm will cut jobs worldwide in a "performance-focused reduction", CEO Cristiano Amon told staff in a memo seen by Reuters. No headcount was given.
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