ASML and TSMC Develop Mechanism to Disable Chip-Making Machines in Event of Chinese Invasion of Taiwan
ASML Holding NV and Taiwan Semiconductor Manufacturing Co. have developed a mechanism to remotely disable their advanced chip-making machines in the event of a potential Chinese invasion of Taiwan, addressing concerns raised by the US government about the impact on the global semiconductor industry. ASML’s extreme ultraviolet (EUV) machines, vital for chip production, can be shut down remotely to safeguard operations amidst geopolitical uncertainties.
Prehistoric Burial Mounds Discovered at Intel’s Planned Chip Fab Site in Germany
Archaeologists working at the site of Intel’s planned chip fabs in Germany have unearthed two 6,000-year-old burial mounds containing human and animal remains. Despite potential concerns about delays, the LDA press release indicates that research and excavations are on track to be completed by April, with no mention of project disruptions. The discoveries, including large wooden burial chambers and evidence of a ‘chariot grave,’ shed light on the Baalberg people’s culture from 4100 to 3600 BC. Intel Fab 29 in Germany is set to open in Q4 2027.
Exploring Alternative Chip Stocks for Investment Opportunities
Looking for alternative chip stocks to invest in? Consider ASML, GlobalFoundries, and Skyworks Solutions as promising options with potential for growth and value. These lesser-known companies offer attractive opportunities for investors seeking exposure to the semiconductor sector without paying premium valuations.
Cerebras Systems Announces Third-Generation Wafer Scale Engine (WSE-3) Processors
Cerebras Systems announces its third-generation Wafer Scale Engine (WSE-3) processors, achieving a 2X performance improvement with a shift to a 5 nanometer process. The WSE-3 boasts an eight-wide FP16 SIMD math unit and 44 GB on-chip SRAM capacity, marking a significant advancement in supercomputing technology.
Cornell University Researchers Make Breakthrough in 6G Wireless Technology with New Semiconductor Chip
Cornell University researchers have made a significant breakthrough in the development of 6G wireless technology with the creation of a new semiconductor chip that enables smaller devices to operate at higher frequencies. The new chip addresses the need for greater bandwidth at higher frequencies by adding a necessary time delay, allowing signals sent across multiple arrays to align at a single point in space without disintegrating. Published in Nature, the team’s paper, titled ‘Ultra-Compact Quasi-True-Time-Delay for Boosting Wireless Channel-Capacity,’ highlights the significance of their research in addressing the transmission of high-bandwidth data in an economical manner for the future of 6G technology.
Is the United States on the Brink of a Semiconductor Manufacturing Boom?
The $1.5 billion grant to chipmaker GlobalFoundries by the White House has sparked discussions about the potential revitalization of research and manufacturing of semiconductors in the United States. Despite delays in expansion plans, major semiconductor producers in the U.S. have several significant developments underway, with estimated costs ranging from $17.3 billion to $20 billion. The focus on cutting-edge logic chips with 5 nm and 3 nm process nodes reflects the country’s pursuit of technological independence and potential resurgence in the industry.
Samsung Forms New Semiconductor Development Organization in Silicon Valley for Next-Generation AGI Chips
Samsung forms new semiconductor development organization in Silicon Valley focused on next-generation AGI chips, aiming to stay ahead in the era of AI and capitalize on the upcoming AGI hype. The firm is rapidly progressing in upscaling its semiconductor capabilities and plans to replicate human-like capabilities with AGI semiconductors, potentially playing a pivotal role in the development of AGI technology.
HBM Prices Soaring Due to AI Chip Demand
High-bandwidth memory (HBM) prices are soaring due to increasing demand from AI chipmakers like Nvidia and AMD. HBM chips are crucial for AI systems and are expected to see continued high prices despite supply growth. Samsung and SK Hynix dominate the market and are ramping up production to meet demand. HBM is projected to account for over 18% of the DRAM market this year, with high profit margins driving sales.
Semiconductor Stocks Continue to Gain Strength in 2024
Artificial intelligence was a key talking point in 2023 and many investors look for that trend to continue into 2024. Semiconductors play a pivotal piece in the AI sphere, as they are a critical component for the growing technology. While…
Pimco Shows Renewed Interest in Mortgages, Marvell Technology Emerges as Top Pick for Citi Analyst
Pimco is showing renewed interest in mortgages, citing them as one of the most attractive assets. The investment management firm is eyeing mortgages once again, indicating a potential shift in focus within the financial sector. Marvell Technology Inc. has emerged…