CHIP SUPPLY
Indian Army inducts first-ever indigenous chip-based made in India 4G base station from Signaltron
The Indian Army has introduced its first indigenous chip-based 4G mobile base station, procured from Signaltron, a Bangalore-based firm, via the government e-marketplace portal. Developed using India's own Signalchip technology, the Sahyadri LTE base stations mark a significant milestone in domestic communication technology. Signaltron's Sahyadri Network In a Box (NIB) systems, weighing just 7 kgs, offer secure wireless communication for audio, video, and data, operating seamlessly in standalone or cellular modes. With 20 units supplied initially, the army plans strategic deployments based on operational needs, enhancing flexibility and security with locally developed chip technology.
Priyank Kharge meets IT minister Ashwini Vaishnaw, requests Centre's support for state's chip firms
Karnataka IT minister Priyank Kharge met Ashwini Vaishnaw, union IT minister, to seek support for the state's semiconductor and electronics space. Kharge said that the State has the highest share of 46% in India in housing innovative companies and contributes 10% of India's industrial output.
Synopsys will help Tata Electronics design custom chips
US-based chip design company Synopsys will help Tata Electronics in multiple aspects of its fab facility—India’s first—coming up in Gujarat and its assembly and testing unit in Assam, chief executive Sassine Ghazi told ET. Ghazi also met with Tata Electronics CEO Randhir Thakur and Tata Sons chairman N Chandrasekaran in Mumbai. He held talks with Ola Cabs chief Bhavish Aggarwal in Bengaluru.
AI drinks energy up - quantum computing will work to our advantage, but the tech is new
The rapid advancement of computing over the past 70 years, driven by increases in computing power, has revolutionized various sectors such as banking, communication, healthcare, product design, and warfare. Semiconductor chip technology plays a crucial role in this growth. However, the future of computing faces a significant challenge due to the increasing power needs of AI innovations like ChatGPT. This surge in demand poses a threat to the sustainability of global energy resources and the environment.
China's ByteDance working with Broadcom to develop advanced AI chip
China's ByteDance collaborates with U.S. chip designer Broadcom to develop a 5nm AI processor, ensuring a stable supply of high-end chips for TikTok and other apps amid U.S.-China tensions.
MediaTek designs Arm-based chip for Microsoft's AI laptops
Last month, Microsoft unveiled a new generation of laptops that feature chips designed with Arm Holdings tech, which provide enough horsepower to run the artificial intelligence applications that executives said were the future of consumer computing. The MediaTek chip is geared toward this effort.
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Canon in talks with Indian, global players to supply chip making machine
Canon is exploring partnerships with Indian and global players for semiconductor lithography equipment essential in chip fabrication, aiming to challenge ASML. The company is in talks with semiconductor firms investing in India, including Tata Group and PSMC. Canon also launched Canon Medical Systems India to meet the rising demand for medical equipment, targeting key markets like Chennai, Hyderabad, and Mumbai.
Zoho applies for semiconductor manufacturing facility in India
Software company Zoho, aiming to tap into India's aspirations to become a global semiconductor player, has applied with a partner to set up a semiconductor manufacturing facility in India. Co-founder Sridhar Vembu confirmed the move, citing a stringent evaluation process. The initiative aligns with India's semiconductor manufacturing incentive plan.
TSMC says it has discussed moving fabs out of Taiwan, but such a move impossible
TSMC, a Taiwanese chipmaker, discussed moving its fabrication plants off the island amid tensions with China, but deemed it impossible due to 80-90% production capacity in Taiwan.
US is slowing AI chip exports to Middle East by Nvidia, AMD
In October, the Commerce Department added much of the Middle East to chip export restrictions that originally focused on China and a handful of other foreign adversaries. That meant companies needed a special US government license to ship cutting-edge semiconductors and chipmaking tools to countries such as Saudi Arabia and the UAE.
Arm offers new designs, software for AI on smartphones
Arm Holdings unveiled new chip blueprints and software tools to enhance smartphones for AI tasks, aiming to accelerate adoption with changes in blueprint delivery.
Nvidia cuts China prices in Huawei chip fight
The flattening prices underscore the challenges Nvidia's China business faces amid U.S. sanctions on AI chip exports and heightened competition, casting a cloud over its future in a market that contributed 17% to its revenue for fiscal 2024.
Nvidia cuts China prices in Huawei chip fight, sources say
Nvidia's advanced AI chip designed for the Chinese market is facing challenges, with oversupply leading to lower prices than Huawei's rival chip. This highlights the difficulties Nvidia faces in China due to US sanctions and competition. While Nvidia aims to capture market share, the future looks uncertain. China's AI industry is growing, and Nvidia is balancing market needs and US tensions. The H20 chip's performance will be crucial, especially against Huawei's Ascend 910B, which is expected to see increased shipments.
Nvidia adds over $200 billion in market value in post-earnings rally
Nvidia's shares surged over 9% on Thursday, adding $218 billion in market value, the second-largest single-day gain in history on Wall Street, fueled by a bumper revenue forecast reinforcing investor confidence in the AI-driven chip demand boom.
Nvidia's blowout forecast adds fresh fuel to AI rally; stock jumps 9%
Nvidia rallied 9% on Thursday as its bumper revenue forecast reinforced investor confidence in the AI-driven boom in chip demand, lifting shares across the semiconductor sector.
Nvidia profits soar on demand for AI power
Nvidia said Wednesday its quarterly net profit rocketed by seven times year-on-year on demand for its chips to power artificial intelligence in data centers. The California-based company reported a net profit of $14.9 billion, while its revenue of $26 billion was almost four times what it took in during the same fiscal quarter last year.
Nvidia shares rise as blowout revenue forecast cements AI lead
Taiwan Semiconductor Manufacturing, Nvidia's contract chipmaker, said in April it expects to more than double its advanced packaging capacity this year.
If China invades Taiwan, ASML and TSMC can disable chip machines
ASML Holding NV and Taiwan Semiconductor Manufacturing Co. have measures in place to remotely disable chipmaking machines in the event of a Chinese invasion of Taiwan. The US government has expressed concerns about the impact of such an attack on the global semiconductor supply chain. ASML's advanced EUV machines are crucial in this scenario, with TSMC being a major client. The stakes are high as Taiwan produces around 90% of the world's most advanced chips.
Global chips battle intensifies with $81 billion subsidy surge
The concern over China’s rapid advances in key electronics turned into a full-scale panic during the pandemic because chip shortages emphasised the significance of these tiny devices for economic security.
Chipping in: N Chandrasekaran to chair Tata Electronics
Chandrasekaran will take over from Banmali Agrawala who has held the post for the last few years. Chandrasekaran who is already chairman of many key Tata group companies will take charge after requisite regulatory approvals. Agrawala, a key Tata Sons aide, has taken on an advisory role recently in the group.
South Korea prepares support package worth over $7 billion for chip industry
Finance Minister Choi Sang-mok said the government would soon announce details of the package, which targets chip materials, equipment makers, and fabless companies throughout the semiconductor supply chain.
Tata Electronics begins export of semiconductor chip samples from Bengaluru centre
Tata Electronics, a company based in Bengaluru, India, has begun exporting small amounts of semiconductor chips. This is a significant step that could improve India's ability to produce these important components. The chips are being packaged at a pilot production line located at Tata Electronics' research and development center. This information comes from people with knowledge of the situation but who do not want to be identified publicly.
Pack a punch before we get fab at chips
Tatas could make up for India's initial missteps over semiconductor manufacturing. GoI rolled out incentives for chip-making when the need to diversify this concentrated value chain became evident to policymakers globally.
Taiwan earthquake to hit some chip output, disrupt Asia supply chain: analysts
The island plays an outsized role in the global chip supply chain as it is home to the world's largest chipmaker Taiwan Semiconductor Manufacturing Co, which supplies chips to Apple and Nvidia. The country also houses smaller chipmakers, including UMC, Vanguard International Semiconductor, and Powerchip Semiconductor Manufacturing.
Taiwan quake to hit some chip output, disrupt supply chain, analysts say
Taiwan's earthquake impacts tech supply chain. Manufacturers face challenges in restoring operations. TSMC and Nvidia navigate potential disruptions. Pricing pressure expected in semiconductor industry. Short-term manufacturing disruptions anticipated globally.
Chip off the old Taiwanese block
The recent earthquake off Taiwan's east coast highlights the risks of concentrating chip-making capacity in one territory. While initial reports suggest no immediate impact on supply chains, the incident underscores the need for diversification. Chipmakers are already accelerating plans to diversify beyond Taiwan due to factors like the Covid outbreak and tensions with China. India, with its ambitions in chip manufacturing, offers an interesting proposition for Taiwanese chipmakers and could play a crucial role in diversifying the global semiconductor supply chain.
US, Mexico to partner on semiconductor supply chain development
The collaboration will take place as part of the US CHIPS Act, a 2022 law that created a $500 million fund for developing the semiconductor supply chain through initiatives with allies and partners.
India comes full circuit: Global tech giants set sights on the country for electronics production
The critical factor to achieving India’s aspirations of being a global electronics manufacturing hub is to get the component piece right. With several key suppliers to marquee brands like Apple and Samsung setting up shop in India, some pieces of the puzzle have started fitting in. But a lot more needs to be done.
India set to become global semiconductor manufacturing destination: Industry
The Union Cabinet's approval of three semiconductor manufacturing units, with an investment of Rs 1.26 lakh crore, is a significant step towards achieving self-sufficiency and making India a global chip making destination. It will benefit various sectors, advance the 'Digital India' mission, and pave the way for more semiconductor fabs and OSAT units, as well as semiconductor product design companies.
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