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CHIP Wars: Semiconductor mayhem

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frugal.rock said:
www.reuters.com

Apple freezes plans to use China's YMTC chips - Nikkei

U.S. tech giant Apple Inc has put on hold plans to use memory chips from China's Yangtze Memory Technologies Co (YMTC) in its products, after Washington imposed tighter export controls against Chinese technology companies, the Nikkei reported on Monday.
www.reuters.com www.reuters.com
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they will soon regret that , but Russia can make smarter missiles now , it will all sort itself out ( expect Chinese made devices to get exponentially better )
 
frugal.rock said:
"Exclusive-Apple supplier Foxconn plans to quadruple workforce at India plant-sources"

au.investing.com

Exclusive-Apple supplier Foxconn plans to quadruple workforce at India plant-sources By Reuters

Exclusive-Apple supplier Foxconn plans to quadruple workforce at India plant-sources
au.investing.com
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and what makes Apple think life in India will be any rosier ,
Apple ( and Foxconn ) , in my opinion , creates it's own problems , and India has plenty of experiences with predatory internationals

it will be interesting to see in Qualcomm now gets red-carpet treatment in China , as China will start to create it's own info-tech empire and tech
 
waterbottle said:

Desktop GPU Sales Hit 20-Year Low

The industry shipped 42 percent fewer discrete GPUs than a year prior.
www.tomshardware.com www.tomshardware.com

GPU sales down
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What's the best thing about a desktop?
It's a desktop.
What's the worst thing about a desktop?
It's a desktop.

Meanwhile, this should sell a few chips.

"Android to get satellite connectivity via Qualcomm-Iridium partnership"

au.investing.com

Android to get satellite connectivity via Qualcomm-Iridium partnership By Proactive Investors

Android to get satellite connectivity via Qualcomm-Iridium partnership
au.investing.com au.investing.com
 
frugal.rock said:
"Exclusive-Apple supplier Foxconn plans to quadruple workforce at India plant-sources"

au.investing.com

Exclusive-Apple supplier Foxconn plans to quadruple workforce at India plant-sources By Reuters

Exclusive-Apple supplier Foxconn plans to quadruple workforce at India plant-sources
au.investing.com
Click to expand...
It seems that there might be a few newish players in this sector in India.
From Circuit Digest.
Media reports have now surfaced that India’s business giant Tata Group is now eagerly looking forward to amplifying its electronics segment and very soon, it could appear in the semiconductor manufacturing business. Some anonymous sources who are familiar with this idea has told ET that Tata has started hunting for land close to its electronics manufacturing facility in Tamil Nadu’s Krishnagiri district.

People who are aware of this development have told the media that the business giant could either escalate or widen its present mobile components manufacturing unit there or there is a higher chance that the business group would begin an outsourced semiconductor assembly & test (OSAT) unit.

This dream expansion by Tata Electronics, which began as a greenfield project in 2020, appears on the back of the group’s current acquisition of Wistron’s iPhone manufacturing plant in Karnataka’s Kolar district, reported by ET. In fact, it was also added by the sources that Tata Group is also searching for another land in Tamil Nadu’s western district of Coimbatore. One of the sources told ET, “Now that they are (Tata Group) taking over the Wistron plant, they could even be getting into assembly as well but at the moment we are not sure if they will do more components manufacturing or assembly in Tamil Nadu.”

Now, back in 2021, Tata has already signed a pact with the government of Tamil Nadu to set-up a phone component manufacturing unit with an investment of Rs 4,684 Crore. Apart from that, the business group also added that the new plant will provide jobs to more than 18,000 people. Experts have opined that the ambitions are directly or indirectly cleared by Tata to focus in key areas of end-to-end electronics and semiconductor industry.

In April this year, a senior Intel executive Randhir Thakur was appointed as the CEO of Tata Electronics and he will spearhead the dream of the company to begin semiconductor chips packaging, manufacturing, and fabrication. A senior official from the MeitY told ET, "The Tata Group is likely to take it slow and understand the market before taking the plunge. We have had some meetings with them, and they have apprised us of some basic plans they have in mind."
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Making your own chips in country is an important step towards establishing a hi tech electronics economy.
its the equivalent of batteries in EV's.
Mick
 
Some commentators:

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But ..
Bank of America points out:
“We remind investors that success in AI requires full-stack computing and scale/experience across silicon, software, application libraries, developers plus enterprise and public cloud incumbency.

In other words, it’s a 10+ year well-honed turnkey model versus piecemeal silicon-only solutions from many competitors."
 
And ...

The Chinese government earlier this year banned US chipmaker Micron Technology’s products from some of its critical sectors after saying it found “relatively serious” risks in a cybersecurity review.

The Dutch government on Friday announced measures that will prevent ASML Holding – a company with a near-monopoly on the machines needed to make the most advanced semiconductors – from selling some of its machines to China.
 
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