All articles tagged with #semiconductor chips
Originally Published 5 months ago — by Axios
Tesla has announced a supply deal with Samsung Electronics to obtain semiconductor chips, including a new AI chip manufacturing facility in Texas, highlighting strategic importance in AI chip development and manufacturing efficiency.
Originally Published 1 year ago — by Yahoo Finance
Tesla has reportedly struck a deal with India's Tata Electronics to source semiconductor chips for its global operations, indicating a growing focus on the Indian market. Tata Electronics is set to become a key supplier for major global firms, bolstering India's position in the semiconductor value chain. The specifics of the deal remain undisclosed, but Tata Electronics is actively recruiting foreign professionals to enhance its semiconductor technology and operations. This move aligns with Tata's broader agenda to foster domestic technology and tap into global expertise. Meanwhile, Tesla's CEO Elon Musk is planning a visit to India to meet Prime Minister Narendra Modi and announce investments in EV manufacturing facilities, as part of the company's strategy to enter India's rapidly growing automotive market.
Originally Published 1 year ago — by The Times of India
Tesla has reportedly struck a strategic deal with Tata Electronics to procure semiconductor chips for its global operations, indicating its interest in India beyond local revenue generation. The agreement positions Tata Electronics as a reliable supplier for global clients looking to establish a crucial segment of their semiconductor value chain in India. Elon Musk is expected to meet with Prime Minister Narendra Modi during his visit to India this month and announce potential investments, including plans for EV manufacturing facilities. Tesla is anticipated to invest $2-3 billion in India to manufacture electric cars, with a focus on premium electric models initially. Tata Electronics has bolstered its workforce and made substantial investments in indigenous technology development to create a well-integrated supply chain in India.
Originally Published 1 year ago — by Yahoo Finance
Despite missing out on cash bonuses for fiscal 2023 due to unmet financial goals, Nvidia executives, including CEO Jensen Huang, received substantial stock awards, with Huang's equity program worth nearly half a billion dollars. The company's strong stock performance and competitive compensation plan have helped retain talent, as employees see the potential for significant gains from their equity stakes. Nvidia's focus on equity-based compensation has made it difficult for outside firms to lure talent away, even amidst a red-hot market for AI talent.
Originally Published 1 year ago — by CNN
The number of publicly traded companies in the US has significantly decreased over the past few decades, with private equity investments outperforming public markets. Jamie Dimon, CEO of JPMorgan Chase, expressed concerns about the trend, citing potential implications for transparency and investor trust. Additionally, Trump Media & Technology Group's stock value has plummeted, and the US government plans to provide $6.6 billion to Taiwan Semiconductor Manufacturing Company to build three factories in Arizona as part of efforts to secure the supply of advanced chips.
Originally Published 1 year ago — by SamMobile - Samsung news
Samsung aims to become the world's leading semiconductor chip firm by 2030 and has unveiled its new product design philosophy, Design Identity 5.0 (DI 5.0): Essential, Innovative, and Harmonious, which will be showcased at Milan Design Week 2024. With a focus on essential, innovative, and harmonious design properties, Samsung plans to create products that align with users' evolving lifestyles, featuring minimalistic yet purposeful designs, innovative features like live language translation and 8K upscaling, and a harmonious integration of products into users' daily lives.
Originally Published 1 year ago — by Fortune
A 7.4-magnitude earthquake in Taiwan has temporarily halted production at Taiwan Semiconductor Manufacturing Company (TSMC), a key chip supplier for Nvidia. TSMC's facilities experienced damage, impacting operations, but the company reported that recovery efforts are underway. The earthquake has raised concerns about the vulnerability of Nvidia's reliance on TSMC for semiconductor chip production, especially given Taiwan's frequent seismic activity and geopolitical tensions with China.
Originally Published 1 year ago — by Reuters
China has issued guidelines to phase out U.S. microprocessors from Intel and AMD, along with Microsoft's Windows operating system and foreign-made database software, from government personal computers and servers in favor of domestic options. Government agencies have been instructed to prioritize "safe and reliable" processors and operating systems from Chinese companies. This move aligns with China's efforts to reduce reliance on foreign technology and boost domestic semiconductor production, while the U.S. has also been working to strengthen its semiconductor industry through initiatives like the CHIPS and Science Act.
Originally Published 1 year ago — by Yahoo Finance
Investment bank UBS has raised Nvidia's price target by 47% to $850, predicting a 17% profit before the end of 2024. Despite the stock's high price, analysts believe Nvidia's rapid growth and dominance in AI semiconductor chips justify its valuation. With the AI revolution still in its early stages, the demand for AI chips is expected to soar, positioning Nvidia for further growth. While UBS's one-year price target may seem conservative, the long-term potential for Nvidia remains compelling, making it an attractive investment opportunity.
Originally Published 1 year ago — by Business Insider
Nvidia CEO Jensen Huang indirectly criticized OpenAI chief Sam Altman's initiative to raise trillions of dollars to boost semiconductor chip supplies for AI processing, stating that the cost of developing AI infrastructure would be considerably less than the amount Altman is seeking. Huang suggested that the cost of building AI data centers globally would amount to $2 trillion by 2029, and mentioned Nvidia's plans to create a new division to design data center chips and AI processors for cloud computing firms.
Originally Published 1 year ago — by Reuters
The positive momentum in global stocks waned as Asian shares turned lower following a chip selloff triggered by underwhelming revenue forecasts from Intel, causing a ripple effect in the semiconductor sector. Policy-driven undercurrents, such as the Bank of Japan's hawkish tilt and state-backed stock buying in China, also influenced the market. With a light European data calendar, attention turns to upcoming earnings reports from U.S. tech giants and key events including a Federal Reserve meeting and the monthly jobs report, while the MSCI world index still looks set for a third straight weekly gain despite Asia's disappointing start.
Originally Published 2 years ago — by SamMobile - Samsung news
Qualcomm is considering using Samsung Foundry's 2nm process for its future flagship Snapdragon processors, potentially moving away from TSMC. While TSMC currently dominates the semiconductor chip manufacturing segment, Samsung Foundry is aiming to close the gap with its 2nm technology. However, doubts remain about Samsung's ability to produce highly complex chips with a high yield. Intel, Samsung, and TSMC are all targeting mass production of 2nm chips by 2025, but experts suggest that the performance gains from smaller chips may not be as significant as before. Despite concerns about design leaks, Samsung Foundry could benefit from customers' interest in diversifying their supply chain.
Originally Published 2 years ago — by Reuters
US Commerce Secretary Gina Raimondo expects to announce around a dozen semiconductor chips funding awards within the next year, including multi-billion dollar announcements, as part of the "Chips for America" program. The goal is to increase the percentage of semiconductors produced in the US from 12% to closer to 20% and establish leading-edge manufacturing clusters. The first award of $35 million has been given to BAE Systems. Companies like Intel, Micron, and GlobalFoundries are seeking significant funding from the program, which has received over 550 statements of interest. Congress has allocated $39 billion for manufacturing incentives.
Originally Published 2 years ago — by SamMobile - Samsung news
Qualcomm and MediaTek are reportedly planning to use TSMC's second-generation 3nm process (N3E) for their flagship chips, including the Snapdragon 8 Gen 4 and the Dimensity 9400, instead of Samsung Foundry's 3nm process. TSMC's technology is expected to offer performance and efficiency improvements compared to Samsung's. While TSMC is currently producing 60,000 to 70,000 wafers per month using its 3nm process, Samsung Foundry has yet to secure any major clients for its chip fabrication tech.
Originally Published 2 years ago — by SamMobile - Samsung news
Samsung is reportedly using FOWLP (Fan-Out Wafer Level Packaging) chip packaging technology to improve the performance and power efficiency of its chips. FOWLP reduces the size and thickness of chips, resulting in 15% higher performance, 40% smaller size, and 30% reduced thickness compared to current packaging technology. Samsung is expected to use FOWLP for the Exynos 2400, aiming to address the power efficiency and size issues that have plagued previous Exynos chips. If successful, this could help regain trust in the Exynos lineup and challenge TSMC in the contract chip fabrication segment.