Intel new CEO candidates revealed: including former Cadence Design Systems CEO Lip-Bu Tan and Marvell CEO Matt Murphy.
TSMC will begin mass production of semiconductors using its N2 (2nm-class) manufacturing process in the second half of 2025. TSMC engineers say 2nm yields will increase by 6%, saving customers “billions of dollars”.
The U.S. Department of Commerce released two latest export control documents, totaling 210 pages, involving adjustments to specific export control regulations and updates to the Entity List. The Entity List involves 140 companies in China, Japan and South Korea, of which more than 130 are Chinese chip companies. The list is 58 pages long and will take effect in December 2024.
SEMI: China chip equipment sales reached US$12.93 billion in Q3 2024, a year-on-year increase of 17%.
Amazon AWS will launch its first 3nm self-developed chip, which is expected to be available by the end of 2025.
Tower Semiconductor releases 300mm silicon photonics process standard foundry products.
Omdia predicts that driven by the booming IT OLED market such as panels, laptops, and tablets, the shipments of large-size OLEDs of 9 inches and above will increase by 116.5% year-on-year in 2024. It is expected that the shipments of large-size OLEDs of 9 inches and above will increase by 32.7% year-on-year in 2025.
WSTS: Global semiconductor market size will grow 19% to $627 billion in 2024.
The AI wave boosts the strong rebound of the packaging equipment market, and advanced packaging drives the market to surge in 2025.
TechInsights: The automotive semiconductor industry will face a revenue shortfall in 2024.
Apple is already using Amazon Web Services (AWS)’s custom AI chips (Inferentia, Graviton), which have made Apple’s search service 40% more efficient. Apple is evaluating AWS’s latest AI chips for pre-training models such as Apple Intelligence.
