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Recent #半导体 news in the semiconductor industry

weixin
4 months ago

重磅！台积电正式断供！

➀ TSMC has officially notified a large number of Chinese mainland chip design companies of a supply cut;

➁ The supply cut will be effective from January 31, 2025, for products not packaged by "approved OSAT" on the US Department of Commerce's industrial and security bureau whitelist;

半导体
electronicsweekly
4 months ago

Arm FY Q3 up 19% y-o-y

➀ Arm's fiscal third quarter revenue increased by 19% year-on-year to $983 million;

➁ The company forecasted its revenue for fiscal year 2024 to be between $3.94 billion and $4.04 billion;

➂ Revenue for the current quarter, fiscal fourth quarter, is expected to be between $1.18 billion and $1.28 billion.

ArmRevenue半导体
electronicsweekly
7 months ago

Brickbats for Intel

➀ Despite a $16.6 billion Q3 loss, Intel's upbeat Q4 forecast reassured the market; ➁ Concerns over Intel's process technology leadership have been growing, with speculation about take-over bids, sales declines, and technical setbacks; ➂ Despite these challenges, Intel is investing heavily in advanced chip-making tools and pursuing innovations, with support from the US government.
Intel半导体
netzero.cna
8 months ago

Applying Materials' Journey to Zero Carbon: A Leader in Semiconductor Equipment

➀ Applied Materials faces a significant carbon challenge with 99% of its emissions coming from scope three; ➁ The company has set a Net Zero 2040 strategy, focusing on grid decarbonization, assisting clients in achieving net zero, improving product efficiency, and optimizing the supply chain; ➂ The company has invested in solar energy in Taiwan and signed a virtual power purchase agreement (VPPA) to provide offshore wind energy; ➃ Applied Materials has developed over 20 eco-friendly products to help clients reduce energy consumption in semiconductor manufacturing.
半导体
weixin
10 months ago

Focusing on Six Key Areas of EDA Development to Become a One-Stop EDA and Related Services Provider

➀ The global EDA industry has seen significant consolidation through mergers and acquisitions, with the top three companies dominating the market. ➁ China's EDA market is highly competitive with over 120 local companies, but lacks full-chain and advanced process support capabilities. ➂ Huada Empyrean, the leading Chinese EDA company, is focusing on six key areas: AI and EDA, Chiplet EDA, information security and EDA, digital twin and EDA, and IP, aiming to become a global top EDA company.
EDA半导体华大九天