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Toyota, Nissan, and Honda Join Forces on AI and Chip Development for Next-Gen Vehicles
Toyota, Nissan, and Honda have teamed up to develop cutting-edge AI and semiconductor technologies for next-generation vehicles, focusing on areas like semiconductor chips, APIs, virtual simulation, and cybersecurity. Supported by Japan's Ministry of Economy, Trade, and Industry, this collaboration aims to enhance Japan's competitiveness in the evolving automotive industry. The initiative includes forming the Advanced SoC Research for Automotive (ASRA) group, involving 12 companies, to create high-performance system-on-chip (SoC) technologies for mass production by 2030, marking a significant advancement in software-defined vehicles (SDVs) and autonomous driving capabilities
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12.28.2023
Taiwan's Chip Foundry Supremacy Wanes as U.S. and China Ramp Up Production
The global semiconductor foundry landscape is shifting, with Taiwan's dominance facing challenges from China and the United States. China is aggressively investing in domestic chip production, focusing on mature technologies like 28nm, and could control 39% of the market by 2027.
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12.27.2023
2.5D/3D Packaging Market Rockets Sparking Semiconductor Testing Transformation
Fueled by relentless miniaturization demands, the 2.5/3D packaging market is skyrocketing at 22% CAGR, transforming the semiconductor testing landscape promising performance boosts, efficiency gains, and sleeker devices, captivating industry giants and startups alike.
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12.27.2023
Asia-Pacific IC Design Market to Roar Back in 2024 After Inventory Slump
After facing a tough 2023 due to inventory glut and market slowdown, the Asia-Pacific IC design market is poised for a 14% rebound in 2024, fueled by easing inventory, recovering demand, and proactive vendor innovation in AI and automotive technology. Despite past challenges, Asia-Pacific players' resilience and focus on cutting-edge tech like AI integration in devices and cars position them to thrive in the coming year, particularly in the booming AI-powered device and electric vehicle segments.
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12.22.2023
Logic Fruit Technologies' New CAN Controller IP Core Boosts Automation with 4x Data Speed
Indian engineering firm Logic Fruit Technologies has launched its latest technology for industrial automation: a CAN controller IP core capable of quadrupling data rates compared to traditional CAN implementations, which promises major efficiency and performance gains for automotive, medical, and industrial connectivity.
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12.22.2023
IBM Lands Cybersecurity Contract for Enhanced Alliance Protection with NATO
NATO's cybersecurity shield just got a significant upgrade partnering with tech giant IBM to fortify the Alliance's network infrastructure. The service promises a unified view of NATO's security posture, streamlining asset management, patching, and vulnerability detection, all to ensure the Alliance remains resilient in the face of evolving cyber threats. As tensions escalate globally, NATO is taking proactive steps to safeguard its critical infrastructure, and IBM is on board to help them stand strong.
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12.19.2023
Silicon Photonics Expected to Grow to $600 Million in 2028
Yole predicts a massive boom in the silicon photonics market, from just $68 million in 2022 to over $600 million by 2028, driven by a 44% CAGR. This surge is fueled by the exploding demand for silicon photonics in AI/ML and data centers, where its ability to transmit data at high speeds using light is crucial for meeting their computational and bandwidth needs.
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12.19.2023
PC GPU shipments increased by 16.8% in the third quarter, showing a recovery trend
Despite an overall 5.1% decline in PC CPU shipments compared to 2022, the PC GPU market rebounded in Q3 2023 with a 16.8% increase, driven largely by a 37.4% surge in desktop graphics cards. AMD led the market share growth with 36.6%, followed by Nvidia at 25.2%. While notebook computers dominate CPU shipments, the report predicts a sustained increase in independent GPU penetration within PCs, reaching 30% by 2026. Overall, the GPU market presents a strong outlook for the next five years, despite temporary fluctuations.
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12.19.2023
TSMC’s revenue both fell in November, and short-term recovery of the global chip market may be difficult
TSMC remains on track to meet its Q4 forecast thanks to strong October sales and potentially achievable December numbers. While the global chip market recovery may be slower than initially anticipated, TSMC benefits from diverse demand drivers like PC, smartphone components, and AI chips, especially its high-priced 3nm process. The company remains optimistic about long-term growth as it invests in advanced technologies to support customer needs and deliver shareholder value.
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12.18.2023
Wet Chemicals Market Takes a Dip But Bounces Back for 2024
The semiconductor wet chemicals market is poised for a rebound in 2024, fueled by increased adoption of advanced chip technologies like 5xxL 3DNAND. Despite a brief dip in 2023 due to global headwinds, the market is expected to grow at a steady 6% CAGR through 2027, reaching $6.9 billion. This growth is driven by factors like IDMs expanding fabs regionally to mitigate supply chain risks and soaring energy costs, while pricing is expected to remain volatile due to ongoing disruptions.
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12.18.2023
Healthcare Giants Back Biden's AI Safety Pledge
Twenty-eight healthcare companies, including CVS Health, have signed a pledge with the White House to ensure the safe and ethical development of artificial intelligence (AI) in healthcare. The commitments focus on transparency, data privacy, accountability, equity, and access. This move follows similar pledges from 15 leading AI companies earlier this year and represents a growing commitment to responsible AI development across key sectors.
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