Marco Mezger’s Post

All of the Grants Given by the U.S. CHIPS Act 🇺🇸💡 (by Visual Capitalist) This visualization shows which companies are receiving grants from the U.S. CHIPS Act, as of April 25, 2024. The #CHIPSAct is a federal statute signed into law by President Joe Biden that authorizes $280 billion in new funding to boost domestic research and manufacturing of #semiconductors. The grant amounts visualized in this graphic are intended to accelerate the production of #semiconductor fabrication plants (fabs) across the United States. Thanks again to Marcus Lu and Visual Capitalist for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/ezQWVgMM #semiconductorindustry #semiconductor #semiconductors #technology #tech #informationtechnology #ic #chip #chips #geopolitics #innovation

#Samsung Reportedly Signs USD 3 Billion HBM3e Deal with #AMD 💡 According to a report from #Korean media outlet viva100, Samsung Electronics has signed a new USD 3 billion agreement with processor giant AMD to supply #HBM3e 12-layer #DRAM for use in the Instinct MI350 series #AI chips. Reportedly, Samsung has also agreed to purchase AMD #GPUs in exchange for HBM products, although details regarding the specific products and quantities involved remain unclear. Earlier market reports indicated that AMD plans to launch the Instinct MI350 series in the second half of the year as an upgraded version of the Instinct MI300 series. The MI350 series is reportedly expected to adopt TSMC’s 4-nanometer process, delivering improved computational performance with lower power consumption. The inclusion of 12-layer stacked HBM3e memory will enhance both bandwidth and capacity. Thanks again to TrendForce Corporation for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eu2zB69k #semiconductorindustry #semiconductors #semiconductor #technology #it #tech #artificialintelligence #ev #cloud #usa #chip #chips #southkorea

Great insight about our #technology from my friend and business partner Peter Poechmueller how we will turn things upside down for memory testing! Amazing to be a part of this journey as a part of Neumonda ❤️ The Video / Interview with Heinz Arnold from elektroniknet.de is in ENGLISH! Check it out via the link / post below and get excited of much more to come... 🤩💡❤️ Special thanks also to Mike Amidi,MBA 🤩 #semiconductorindustry #semiconductors #semiconductor #chip #chips #dram #ddr3 #ddr4 #ddr5 #tech #innovation #germany #it #ai #iot #ic

Apple moves closer to #China despite #supplychain shifts #Japan, #Taiwan and #USA supplier numbers dip as #iPhone maker expands in #SoutheastAsia 💡 #Apple is deepening its ties with China even as it further expands production in Southeast Asia and India, highlighting the balancing act the iPhone maker is striking between #politics and #business. Apple releases an official list of suppliers for all its products almost every year. The latest edition covers 187 companies and represents 98% of the company's procurement for fiscal 2023. Chinese suppliers have formed the largest camp of Apple suppliers since 2020, and their number increased to 52 last year from 48 in 2022. The number of #manufacturing or development facilities in China -- including those owned by domestic and foreign companies -- grew by 10 to 286. Thanks again to Cheng Ting-Fang , Lauly Li and Nikkei Asia for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/etRKtK-c #semiconductorindustry #semiconductors #geopoliticis #technology #tech #it #chip #chips #ic #icdesign #semiconductor #smartphone #mobile #ai

Visualizing #AI Patents by Country 💡 (by Visual Capitalist) This infographic shows the number of AI-related patents granted each year from 2010 to 2022 (latest data available). These figures come from the Center for Security and Emerging Technology (CSET), accessed via Stanford University’s 2024 AI Index Report. From this data, we can see that #China first overtook the U.S. in 2013. Since then, the country has seen enormous growth in the number of AI #patents granted each year. Thanks again to Marcus Lu and Visual Capitalist for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eS6GujdB #semiconductorindustry #technology #innovation #ip #usa #europe #uk #it #foundry #chip #chips #icdesign #hardware #software #clould #computing

TSMC aims to produce ultra-advanced 1.6-nm #chips by 2026  #Taiwan #chip titan aims to secure leading position and capture #AI demand Taiwan Semiconductor Manufacturing Co. says it will start production of ultra-advanced 1.6-nanometer chips by 2026 as the world's top chipmaker races to secure its leadership over the next decade. #TSMC unveiled its A16 #technology at the North America Technology Symposium in #SantaClara, #California, on Wednesday, saying the introduction of 1.6-nm chipmaking technology can "greatly improve logic [#chip] density and performance." “At TSMC, we are offering our customers the most comprehensive set of technologies to realize their visions for AI [using] the world’s most advanced silicon," chief executive C.C. Wei said at the event. Thanks again to Cheng Ting-Fang and Nikkei Asia for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eJMxSpQe #semiconductorindustry #semiconductors #tech #innovation #asml #it #nvidia #computer #thenetherlands #semiconductormanufacturing #ai #lithography #geopolitics #icdesign #foundry #computing #server #hbm

#Electronics Turns Positive 🤩 Unit shipments of both #PCs and #smartphones versus a year ago have turned positive. According to IDC, #PC shipments in 1Q 2024 were up 1.5% from 1Q 2023, the first positive year-to-year change since 4Q 2021. #Smartphone year-to-year growth turned positive in 4Q 2023 at 8.5%. The growth continued in 1Q 2024 at 7.8%. 4Q 2023 was the first positive year-to-year smartphone change since 2Q 2021. Despite the positive trend in 1Q 2024, IDC projects modest year 2024 growth of 2.4% for PCs and 2.8% for smartphones. Electronics production for most key countries in #Asia is on an upward trend. #Taiwan electronics production was the strongest, with three-month-average versus a year ago (3/12) change in February 2024 at 19.7%, the strongest growth since November 2022. #China electronics returned to double-digit 3/12 increases in January at 11.6% after declines in early 2023. March 3/12 growth was 13.3%. #Vietnam electronics production 3/12 change increased 3.0% in March, the sixth consecutive positive month after eight months of declines. #Japan and #SouthKorea were the weakest countries. Japan had a 3/12 decline of 1.4% in January, the second consecutive monthly decline following 14 months of increases. South Korea electronics production 3/12 change decreased 4.2% in February after slightly positive growth in December 2023 and January 2024. A big thank you again to Bill Jewell and Semiconductor Intelligence, LLC for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eMpHZWev #semiconductorindustry #technology #foundry #chip #chips #ic #ai #it #geopolitics #electrification #electronicmanufacturingservice #ems #iot

The DC charging system market will reach a value of $23.7 billion by 2029 💡 DC #EVcharging represents a relatively new business opportunity for power #electronics players. This market will be sustainable since an increasing number of #charging points are deployed year after year, and soon the issue of replacement will emerge. AC chargers will remain as long as onboard Chargers (OBCs) exist by default in cars; OBCs will remain as long as DC infrastructure is not strongly consolidated ‘everywhere’ (likely in 10-15 years). The total EV DC charging system market will reach $23 billion by 2029. In 2023, the largest market segment in $M was chargers between 50 and 150 kW. Nevertheless, the demand for high-power chargers is rapidly growing, with a strong demand for power over 150kW. In 2029, the largest market value, $9.2 billion, will be associated with the very high-power (150 kW ≤ x ≤ 350 kW) charger. The adoption of a 1,000 V charger will simplify the choice for EV owners to ‘plug and go’ regardless of battery pack voltage (400V or 800V). OEMs with EVs based on 800 V battery approach would not struggle anymore how to adapt their batteries to 500V chargers. This will lead to volume, weight, and cost reduction on vehicle level. Thanks again to Yole Group for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eTqfA_iT #powerelectronics #semiconductor #semiconductors #car #cars #ev #ic #chip #chips #sic #evhehicles #automotiveindustry #electrification #DC

Biden Makes $11 Billion Push to Beat #China at #Chip #Research - US launches new R&D centers for #chips and packaging #technology - Industry groups warn that patent seizure may undermine effort The Biden administration’s efforts to revitalize the chip industryhave mostly focused on doling out multibillion-dollar grants for domestic factories. But there’s a less-discussed side to the push: turning cutting-edge #semiconductor research into a more enticing field for #Americans. As part of the 2022 Chips and Science Act, the U.S. Department of Commerce is spending $11 billion to boost US leadership in research and development. The hope is to create the next generation of critical electronic components, and beat #Beijing in the battle for advanced technology. That will involve everything from developing better measurement techniques for #microelectronic materials to new strategies for what’s known as chip packaging — fitting the components together for use. Officials have allocated nearly 85% of the Chips Act manufacturing incentives, including a $6.1 billion grant to Micron Technology Inc.set to be unveiled Thursday. But they’re just beginning to open applications for R&D funding that some experts say could prove more critical in the long term. Thanks again to Mackenzie Hawkins and Bloomberg News for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/e3gU7EF4 #semiconductorindustry #semiconductor #geopolitics #foundry #dram #nand #nandflash #memory #computing #chipsact #usa #innovation #it

SK hynix returned to profit in Q1 on #AI #chip leadership 💡💰 #SouthKorean #chipmaker to expand production capacity as demand expected to rise further #SKHynix returned to profit in the first quarter thanks to its leadership in advanced #memory #chips critical for #artificialintelligence #computing and says it will expand production capacity to meet an expected continued rise in demand. The world's second-largest #memory chipmaker announced on Thursday that its operating profit reached 2.9 trillion won ($2.1 billion) for the first three months this year, compared with a 3.4 trillion won operating loss a year ago. The company's revenue jumped 144.3% to 12.4 trillion won during the same period. The sharp rebound comes as demand for advanced memory #chips soars amid the #generativeAI boom sparked by OpenAI's #ChatGPT. SK Hynix is the global leader in high-bandwidth memory (#HBM) chips, a key component for AI computing along with NVIDIA's graphics processing units. Thanks again to Jae Won Kim and Nikkei Asia for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eTG5Sbuk #semiconductorindustry #semiconductor #technology #tech #innovation #it #server #cloudcomputing #dram #tsmc #chip #gpu #ic #icdesign #it