2025-02-05
1) List does not have foundries. TSMC with $87b+ in 2024 trumps them all 2) I think memory uptick saved Samsung and also brought SKH 2 positions upwards, Micron by 6. 3) Qcomm slipped by 2 despite 11% YoY, outperformed by NVIDIA 4) Intel must be ‘thankful’ it wasn't -ve YoY [image]
Gartner
Global semiconductor revenue rose 18.1% YoY to ~$626B in 2024, led by Samsung, which regained the top spot, Intel, and Nvidia, and is set to reach $705B in 2025
Overview — Samsung Electronics Regained No. 1 Spot from Intel and Nvidia Climbed to 3rd Place X: @1p_semicon and @nano_arun X: @1p_semicon : Top 10 Semiconductor Vendors by Revenu...
2023-12-05
signs that business applications are further off than expected have led to warnings of a possible “quantum winter” of waning investor confidence and financial backing https://www.ft.com/...
Financial Times
IBM announces 10 quantum computing projects, focusing mainly on areas like simulating quantum physics and solving problems in chemistry and materials science
Financial Times :
2023-11-17
If Apple is finding it tough to replicate the success of Qualcomm, imagine what it would take Indian chip design startups (often started on a single or few ideas) to compete at global level, that too w/o a local fab to do their Silicon. Good Luck DLI https://www.moneycontrol.com/ ...
Bloomberg
Sources: Apple may again postpone releasing its own iPhone modem chip, until at least late 2025 or early 2026, the final year of its extended Qualcomm contract
Company will likely miss a 2025 goal to roll out its own cellular modem inside the device — Apple Inc. has fallen further behind …
2023-04-20
“GF asserts that IBM unlawfully disclosed GF IP and trade secrets to IBM partners including Intel and Japan's Rapidus, a newly formed advanced logic foundry..” 🧐 https://gf.com/...
Reuters
GlobalFoundries sues IBM for allegedly sharing confidential IP and trade secrets with Rapidus, a Japanese chip consortium working with IBM to produce 2nm chips
“...complaint that IBM had shared IP and trade secrets with Rapidus, a new state-backed Japanese consortium that IBM is working with to develop and produce cutting-edge two-nanometre chips” https://www.reuters.com/...
Reuters
GlobalFoundries sues IBM for allegedly sharing confidential IP and trade secrets with Rapidus, a Japanese chip consortium working with IBM to produce 2nm chips
2022-12-30
“quotable quotes” from https://www.semianalysis.com/ ... by @dylan522p 1) “there is an over-fixation on the 28nm process technology rather than what is achievable today”; “The semiconductor industry consists of incremental learnings stacked on top of each other, not moonshot leaps” (1/4)
SemiAnalysis
A look at India's plan to gain semiconductor manufacturing share, including via a ~$10B incentive program, the Foxconn-Vedanta joint venture's issues, and more
Dylan Patel / SemiAnalysis :
As mentioned in https://www.semianalysis.com/ ... “The semiconductor industry consists of incremental learnings stacked on top of each other, not moonshot leaps” Those telling @GoI_MeitY that “give us an R&D fab, we will develop 3nm straight” are either fools or trying to fool govt
SemiAnalysis
A look at India's plan to gain semiconductor manufacturing share, including via a ~$10B incentive program, the Foxconn-Vedanta joint venture's issues, and more
Dylan Patel / SemiAnalysis :
2022-09-01
1) Likely to put extra pressure on global semicon growth Could work in either direction or neutral directly for India 2) Long term, China may develop its on capabilities https://twitter.com/...
Protocol
Nvidia and AMD say the US has imposed restrictions on exporting chips for AI-related applications to Russia and China, including Nvidia's A100 and AMD's MI200
The U.S. has begun to impose fresh restrictions on exports of advanced chips necessary for AI-related applications to Russia and China …
2022-04-03
The chip, which costs less than $2, was shipped in 2009 to a distributor in Asia, which sold it to another broker in Asia.. “We couldn't trace it any further”.. What is the expectation here ? Spend more $ tracing a chip than making it ? https://www.reuters.com/...
Reuters
Experts say chipmakers lack the ability to track where many of their lower-end products end up, which could stymie the enforcement of new US sanctions on Russia
Jane Lanhee Lee / Reuters : Tweets: @nano_arun , @brad262run , @hrnext , @damspleet , and @catcheronthesly Tweets: @nano_arun : The chip, which costs less than $2, was shipped in ...
2021-12-13
If its part of IFS, then either $7B is only what Intel is putting in and there is a big sum from govt also together making an advance node possible... OR IFS is being planned for mature nodes also. Lets wait for wednesday. https://www.reuters.com/...
Bloomberg
Intel says it will spend $7B to expand its chip packaging facilities in Penang, Malaysia
- CEO is in Asia this week for talks with TSMC, partners — The investment marks a major outlay for the American firm — Intel Corp. is spending $7 billion to build a new chip p...
2021-12-01
“It still looks like Qualcomm's choice of going with a Samsung process node, even this new 4nm one, won't close the gap to the TSMC competitors” Anandtech on latest QCom SoC https://www.anandtech.com/...
The Verge
Qualcomm unveils Snapdragon 8 Gen 1, with improved camera and AI processing and up to 20% better performance and 30% better power efficiency over Snapdragon 888
Faster performance, better cameras, improved AI, and more — Qualcomm has a new flagship smartphone processor …
2021-11-15
“Huawei Technologies Co., whose smartphone business has been devastated by U.S. sanctions, is planning to license its handset designs to third parties as a way to gain access to critical components” and this is partly why US is asking fabs for client list https://www.msn.com/...
Bloomberg
Sources: Huawei is planning to license its smartphone designs to third parties to bypass US sanctions and gain access to critical components
- It could license designs to third parties to access components — Trump-era sanctions have cut off Huawei from U.S. technology
“The Eagle has landed”, “manufactured in IBM's own fabrication plant” 2025 will be fun - 2nm chip-war T$MC, Samsung & “Intel-is-back” and IBM projecting “frictionless QC that will surpass classical computing” fyi @Rajeev_GoI https://www.zdnet.com/... https://fortune.com/... https://twitter.com/...
ZDNet
IBM debuts 127-qubit Eagle quantum processor coming to select members of the IBM Quantum Network in December, and previews next-gen IBM Quantum System Two
According to IBM, Eagle leverages new techniques that place control components on multiple physical levels while keeping qubits on a single layer.
2021-07-05
EUV (13.5nm) based litho tool (from ASML) is not needed up to 10nm, even 7nm ‘can be managed’ (with SAQP using 193i litho). India can start with ~65nm, then 20s.. then think 10s or sub-10nm. But some are confused that lack of EUV is causing no #FabInIndia https://www.nytimes.com/...
New York Times
A look at Dutch company ASML, the global leader in $150M+ EUV chip making machines, which are used by firms like TSMC and are subject to export bans to China
A $150 million chip-making tool from a Dutch company has become a lever in the U.S.-Chinese struggle. It also shows how entrenched the global supply chain is.
2021-06-07
Bookmarking this one for future, especially given that even the so called “India leaders” of certain semiconductor companies make shallow statements “Why Intel and TSMC are building water-dependent chip factories in one of the driest U.S. states” (1/2) https://www.cnbc.com/...
CNBC
Chip factories use a lot of water, but AZ attracts them with an established chip ecosystem, seismic stability, and pro-business stance, despite its arid climate
Sam Shead / CNBC :