Tag: Integrated Circuits

The New Star on the Political Scene: The Chip Industry
Technology

The New Star on the Political Scene: The Chip Industry

Updated Dec. 29, 2023 12:06 am ETSemiconductors have played the starring role in state visits. Nvidia’s chief executive was feted by heads of state like a visiting dignitary. Government delegations have shuttled around the globe hobnobbing with chip makers. For an industry that suddenly finds itself as a geopolitical showpiece, the attention is a mixed bag.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
The New Star on the Political Scene: The Chip Industry
World

The New Star on the Political Scene: The Chip Industry

Updated Dec. 29, 2023 12:06 am ETSemiconductors have played the starring role in state visits. Nvidia’s chief executive was feted by heads of state like a visiting dignitary. Government delegations have shuttled around the globe hobnobbing with chip makers. For an industry that suddenly finds itself as a geopolitical showpiece, the attention is a mixed bag.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
The Chip Wars Are Metastasizing
Money

The Chip Wars Are Metastasizing

It’s getting harder—both technically and financially—to make semiconductor chips smaller. The fight for chip tech supremacy has begun to migrate into a new area: how to package chips together to achieve better performance.The rise of artificial intelligence will further boost demand for advanced packaging technologies—and create openings for challengers such as China to compensate for weaknesses in other parts of the supply chain.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
It’s the Magnificent Seven’s Market. The Other Stocks Are Just Living in It.
Money

It’s the Magnificent Seven’s Market. The Other Stocks Are Just Living in It.

Listen to article(2 minutes)Big tech stocks reclaimed their position as the market’s leaders this year. Just how far ahead of the pack have they run? Collectively, the stocks known as the Magnificent Seven—Apple, Microsoft, Alphabet, Amazon.com, Nvidia, Tesla and Meta Platforms—have jumped 75% in 2023, leaving the other 493 companies in the S&P 500 in their dust. (Those have risen a more modest 12%, while the index as a whole is up 23%.)Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
New York Joins IBM, Micron in $10 Billion Chip Research Complex
World

New York Joins IBM, Micron in $10 Billion Chip Research Complex

Updated Dec. 11, 2023 12:26 pm ETNew York state is joining chip companies to invest $10 billion in a semiconductor research facility near the University at Albany that is set to bring advanced chip-making equipment to the state.NY Creates, a nonprofit that oversees the Albany NanoTech Complex where the facility is to be built, will coordinate its construction. It will also use state funds to acquire chip-making equipment from ASML Holding, a Dutch company whose machines can cost hundreds of millions of dollars and are key to making the most advanced chips possible.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
New York Joins IBM, Micron in $10 Billion Chip Research Complex
Technology

New York Joins IBM, Micron in $10 Billion Chip Research Complex

Dec. 11, 2023 12:01 am ETNew York state is joining chip companies to invest $10 billion in a semiconductor research facility at the University at Albany that is set to include some of the most advanced chip-making equipment in the world.NY Creates, a nonprofit that oversees the Albany NanoTech Complex where the facility is to be built, will coordinate its construction. It will also use state funds to acquire chip-making equipment from ASML Holding, a Dutch company whose machines can cost hundreds of millions of dollars and are key to making the most advanced chips possible.Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
Broadcom’s Software Makeover Doesn’t Fully Mask Chip Swings
Money

Broadcom’s Software Makeover Doesn’t Fully Mask Chip Swings

Broadcom Chief Executive Hock Tan isn’t someone who finds blowing money appetizing. But that $40,000 dinner seems to have gone down well. That was the reported cost for Tan to sit at the table of Chinese President Xi Jinping during a dinner at last month’s Asia-Pacific Economic Cooperation conference in San Francisco. It is a notable sum for an executive known for running one of the most tightfisted chip companies in the business. Broadcom spends just 4% of its annual revenue on sales and marketing—compared with 11% on average by companies on the PHLX Semiconductor Index.  Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
AMD’s Piece of the AI Pie Will Need to Prove Sticky
Money

AMD’s Piece of the AI Pie Will Need to Prove Sticky

Advanced Micro Devices has been defying the odds for years now. So it isn’t a great stretch to imagine the chip maker doing so again. The company more commonly known as AMD long competed primarily against Intel for a small slice of the personal computer and server markets. AMD’s fortunes began to brighten about five years ago thanks to smart design decisions, plus technological stumbles by its much larger rival. AMD now generates more than four times the annual revenue that it did in 2017; Intel’s business has shrunk by 16% in that same time. Copyright ©2023 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8