1. SEMI: Global semiconductor revenue will increase by 20% year-on-year in 2024, driven by AI chips and memory chips.
2. TSMC 1.6nm process has received orders from Apple and OpenAI.
3. Intel CEO Kissinger and senior executives are expected to submit a plan to the company’s board of directors this month to cut unnecessary businesses to reduce costs and reduce capital expenditures, including considering divesting wafer manufacturing business, suspending construction of a German wafer factory, and selling the programmable chip (FPGA) division Altera, according to Reuters citing people familiar with the matter.
4. Nokia consideration of selling its mobile networks business is still in its early stages, with the entire unit valued at about $10 billion. Samsung has expressed some preliminary interest in buying some of Nokia’s assets. Bloomberg reported.
5. Intel Panther Lake details revealed: 1.8nm process, up to 16-core CPU and 12-core Xe3 GPU.
6. Vishay unveils compact ESD protection diode for automotive ethernet.
7. SK Hynix unveils breakthrough 10nm DDR5 DRAM, leading global market.
8. ASE: Demand for AI is strong, business is so good that we can’t deliver!
9. The United States threatens “long-arm jurisdiction” and imposes additional tariffs, in order to ensure that its allies follow up on its semiconductor restriction policy against China.
