Chip

The first private sector chips fabricated in India will roll out this year. There’s considerable local chip design talent, but without manufacturing India will remain out of the core innovation loop. Fabrication is also essential to safeguard strategic decision making space

Inside Microsoft’s Majorana 1 and the birth of a new state of matter in quantum computing

Developing the Majorana 1 took over 20 years of research, combining materials science, quantum physics, and semiconductor engineering.

Trump vows more tariffs, to announce 25% tax on autos, drugs and chips | N18G

Donald Trump has announced new tariffs, including a 25% levy on imported cars, drugs, and chips, with plans to increase the rates later in the year. He claims these tariff measures are encouraging major global companies to return manufacturing to the U.S. Trump also stated that more details on the auto tariffs will be revealed on April 2, following a report from his cabinet members. Trump has long complained about unfair treatment of U.S. automotive exports, noting that the EU imposes a 10% tariff on vehicles, which is higher than the U.S. rate. The U.S. also charges a 25% tariff on imported pickup trucks to protect domestic manufacturers. The tariffs on drugs and chips will begin at 25% and rise over time, with no set start date yet. Additionally, Trump has imposed a 10% tariff on all Chinese imports and set a March 12 start date for tariffs on steel and aluminum.

US plans to reduce Intel's $8.5 billion federal chips grant below $8 billion: Report

This spring U.S. President Joe Biden's administration said it was awarding Intel nearly $20 billion in grants and loans, supercharging the company's domestic semiconductor chip output and marking the government's largest outlay to subsidize leading-edge chip production.

Arm Holdings to cancel Qualcomm chip design license: Report

Arm has given Qualcomm a mandated 60-day notice of the cancellation of the licensing agreement, the report said, adding that the contract allows Qualcomm to create its own chips based on standards owned by Arm.

India readies $15-bn push in phase 2 of incentive policy for making semiconductors

India ramps up its semiconductor ambitions with a $15-billion incentive blueprint focused on chip fabrication, reducing subsidies for assembly plants, and supporting advanced technologies to attract global investments.

AMD raises forecast for AI chip revenue and sees supplies remaining tight

The AI chips designed by AMD are largely bought by cloud computing giants. Industry insiders and Wall Street view AMD's line of AI chips as one of the few potentially viable competitors to Nvidia, which dominates the market. Shares of Nvidia rose 4.7% following the AMD report.

Missed Chances: Don’t ask star fund manager Cathie Wood about Nvidia, or TSMC

She mistimed the offloaded of shares in both companies, an epic miscalculation given how AI is giving chip companies a second wind. Cathie Wood is now sounding the alarm on chip stocks. Given her track record, one has to take Wood’s comments with a grain of salt. Among providers of mutual and exchange-traded funds, her firm Ark topped the chart in wealth destruction. But her caution nonetheless resonates with those who worry we are nearing another dot-com burst

Wall Street ends down after PPI data and as chipmakers fall

Data showed U.S. producer prices increased more than expected in February as the cost of goods like gasoline and food surged.

Samsung to use chip making tech favoured by SK Hynix as AI chip race heats up

The demand for high bandwidth memory (HBM) chips has boomed with the growing popularity of generative AI. But Samsung, unlike peers SK Hynix and Micron Technology, has been conspicuous by its absence in any dealmaking with AI chip leader Nvidia to supply latest HBM chips.

Good luck catching up to Nvidia 

The world’s most valuable chip company is working on its next next-generation AI chip

Intel Foundry signs up Wipro to accelerate innovation in AI chip design

As the key Design Services and Alliance Partner, Wipro will work with Intel Foundry to accelerate the development of Intel’s most advanced process nodes, including the Intel18A process node.

Foxconn invites bids for building iPhone factory in Karnataka

Foxconn, the world’s largest assembler of iPhones and other electronics, is expanding in India as geopolitical tensions and economic uncertainty begin to disrupt its primary operations in China.

US aims to announce big grants for chip plants by end of March

US plans major chip grants by March's end, directing billions to semiconductor makers like Intel under the 2022 Chips and Science Act.

Will India’s dreams in semiconductors come to fruition?

Within India, the knowledge of designing devices and research into high-end semiconductor technology has no well-developed legacy to build upon, leaving the country at a serious disadvantage, though it has made some strides in packaging

TN GIM 2024: Govts should be wary of spending too much in wooing semiconductor fabs, says Chip War author

At the event, Chris Miller shared an anecdote that he could not meet anyone when he was in Taiwan as most of the industry executives were visiting India

Growing US-China chip rivalry presents India with its geopolitical moment

Tightening US controls on China India an opportunity to break into the ’s semiconductor industry’s global value chain. But there are significant disincentives for chipmakers to set up operations in India

Taiwan minister says TSMC has received China chip waiver extension from US

TSMC, the world's largest contract chipmaker, said last year it had been granted a one-year authorisation by the United States.

US finalizes rules to prevent China from benefiting from $52 billion in chips funding

The regulation is the final hurdle before the Biden administration can begin awarding $39 billion in subsidies for semiconductor production. The landmark "Chips and Science" law provides $52.7 billion for U.S. semiconductor production, research and workforce development.

Chip designer Arm’s $55 billion IPO smacks of bankers’ desperation

The oversubscription isn't an indication of investor enthusiasm. SoftBank plans to sell only 9 percent of Arm’s shares, and will pledge out a 75 percent stake for margin loans once the stock debuts. With an IPO drought and SoftBank dangling millions of dollars, bankers are willing to tell any story, however stretched it is. Arm's focus on chips for smartphones isn't where the AI market is hot

Chips, Silk and Paper: You can’t keep secrets forever

The Huawei semiconductor breakthrough is just part of a long history of the spread — or theft — of what we now call intellectual property

Huawei chip shows US curbs are porous, not useless

Chinese chipmakers have done well to bypass restrictions, but that won’t be repeated often

TSMC is becoming the global chipmaker it didn’t aspire to be

From humble roots in Taiwan, the tech giant is building factories across the globe. Having its manufacturing close to home was an advantage for the made-to-order chip foundry. The tight relationship between R&D and factory operations, where engineers can easily shuffle between production lines, helped TSMC become a fast-moving supplier in a high-stakes industry

Qualcomm, NXP and others team up to develop arm-rival chip tech

Qualcomm Inc. and NXP Semiconductors NV are among a group of chip design firms joining up to form a new company to hasten the development of RISC-V, a rival technology to that of Arm Ltd.

India needs more than govt funding to become chipmaking hub: Chip War author Chris Miller

The West's massive chip subsidies are not a signal of de-globalisation, but an effort to remove China from the cutting edge of semiconductor technology, argues economic historian Chris Miller in an exclusive interview with Moneycontrol