Nvidia Jensen Huang once said: Intel wants to bankrupt us, we need to destroy it.
TSMC: N2P IP is ready, customers can now design performance-enhanced 2nm chips.
Counterpoint Research pointed out in the report that in the first three quarters of 2024, the revenue of the world’s top five wafer manufacturing equipment (WFE) manufacturers, including Applied Materials, ASML, TEL, KLA-Tencor, and Lam Research, all increased by 3%, with storage demand becoming the main driving force.From the perspective of the regional market, the agency analyzed that in the first three quarters, the revenue of the top five wafer manufacturing equipment manufacturers from China increased by 48% year-on-year, accounting for 42% of total system sales. This growth was mainly due to strong demand for mature processes and storage-related equipment.
Arafura, an Australian rare earth company, hopes to become one of the few companies outside of China that can process rare earth ores into basic materials for smartphones, wind turbines and electric vehicles. It is reported that Arafura has obtained more than $1 billion in debt financing from Australia, South Korea, Canada and Germany. The company is planning to invest $1.4 billion in a project in the Northern Territory, including a mine and processing plant that can produce 4,440 tons of neodymium praseodymium oxide (NdPr) per year for nearly 40 years, and can also produce phosphoric acid as a by-product.
The global image sensor market size is expected to reach US$20.66 billion in 2024 and US$29.62 billion by 2029, with a compound annual growth rate of 7.5% from 2024 to 2029, according to the latest report from MarketsandMarkets.
LGD announces organizational restructuring to integrate large- and medium-size manufacturing centers.
CXL3.1 realizes middleware-free communication for the first time, which is a revolutionary breakthrough in HPC communication.
Perplexity, US AI search unicorn, is valued at $9 billion, with search frequency three times that of Google.
SEMI: Global semiconductor equipment shipments totaled US$53.2 billion in the first half of 2024, with mainland China accounting for about 47%.
