➀ India is poised to become a major player in the semiconductor production market, with the first microchips expected to be produced by 2027; ➁ The US has been involved in this plan, with major companies like AMD, Nvidia, and Micron showing interest in producing chips in India; ➂ India's Commerce Minister Piyush Goyal highlighted the country's technological independence from China, emphasizing its expertise in the IT sector; ➃ Taiwan's TSMC, the world's largest contract semiconductor manufacturer, could play a role in India's efforts, despite potential competition; ➄ The Taiwanese company PSMC plans to build a factory in India to produce chips, marking a significant step in India's semiconductor industry.

➀ Raytheon has been awarded a contract from DARPA to develop diamond and aluminum nitride semiconductors with ultra-wide bandgap; ➁ These materials are known for their high thermal conductivity, especially diamond; ➂ The project aims to revolutionize semiconductor electronics with improved power delivery and thermal management.

➀ Powerchip Semiconductor, the Taiwanese foundry, has abandoned its plan to build a fab in Japan in favor of constructing one in India. The company had previously entered into a partnership with SBI Holdings to build a 40k wpm fab in Sendai, Japan, starting with 40nm technology and moving to 28nm with volume production scheduled for 2027. The partnership has now been dissolved as Powerchip seeks to provide technology for a fab to be built in India by Tata. ➁ Last week, Indian Prime Minister Narendra Modi met with Natarajan Chandrasekaran, chairman of Tata, and Powerchip chairman Frank Huang, where PSMC expressed interest in expanding its presence in India. ➂ Powerchip and Tata have agreed to collaborate on a fab in Gujarat, India, with Tata providing the funding and Powerchip providing the process technology for PMICs and display drivers.

➀ Powerchip Semiconductor Manufacturing Corp. (PSMC) is withdrawing from plans to establish a chip plant in Japan due to financial constraints. ➁ PSMC has communicated its decision to SBI Holding, a Japanese financial services group. ➂ The agreement to build a facility in Miyagi prefecture, northeastern Japan, will be terminated.

➀ Ten Japanese universities will receive $700,000 a year for the next four years to collaborate with European universities on semiconductor research, including AI. ➁ The program aims to address a talent shortage in essential industries, with the chip industry requiring an additional 40,000 people in the next ten years. ➂ The universities will work on various projects, including quantum, information, and life sciences education, and human resources AI development.

➀ Intel's CEO Pat Gelsinger outlines the 'next phase of Intel's transformation'; ➁ The chip-making business will become an independent subsidiary; ➂ Intel Foundry will expand collaboration with AWS and receive $3 billion in funding from the US government.

➀ PI offers a new Z-Tip-Tilt nanopositioning stage with a 250mm diameter and 60mm height; ➁ The stage is designed for high-precision alignment and assembly applications in optics, semiconductors, and precision assembly; ➂ It features high-speed operation, high resolution, and a high load capacity.

➀ Japan and Intel are partnering to build a research and development center for advanced semiconductor manufacturing technology. ➁ The facility will feature extreme ultraviolet lithography (EUV) equipment and will be the first in Japan where different industry participants can jointly use EUV equipment. ➂ Manufacturers of equipment and materials will pay a fee to use the facility for prototyping and testing.

➀ The semiconductor market is dominated by PC and communication sectors, accounting for 57% of total sales. ➁ SEMI predicts a 20% growth in global semiconductor revenue in 2024, driven by AI chips and memory. ➂ Automotive semiconductors are expected to exceed $88 billion by 2027, driven by ADAS, EV, and IoV technologies. ➃ AI chip market is projected to reach $138 billion by 2028, with Nvidia leading the market.

➀ The semiconductor market is dominated by PC and communication sectors, accounting for 57% of total sales. ➁ SEMI predicts a 20% growth in global semiconductor revenue in 2024, driven by AI chips and memory. ➂ Automotive semiconductors are expected to exceed $88 billion by 2027, driven by ADAS, EV, and IoV technologies. ➃ AI chip market is projected to reach $138 billion by 2028, with Nvidia leading the market.

➀ The article discusses the challenges in creating accurate models for MOSFET devices due to the complexity of quantum mechanics and multi-scale interactions. ➁ It highlights the role of BSIM models in semiconductor design, which incorporate both theoretical physics and empirical data to describe device behavior. ➂ The limitations of current models and the potential for future advancements through computational methods are explored.

➀ AI was a dominant theme at Hot Chips 2024, emphasizing balanced design considerations for AI chips to optimize utilization and reduce bottlenecks. ➁ The world's first Quantum Microelectronics Park was announced to be established in Chicago. ➂ DeepX hinted at the development of next-generation AI chips, focusing on advanced technologies and capabilities.

➀ DeepX showcased its first-generation chips, V1 and M1, targeting different markets and demonstrated real-time processing capabilities. ➁ The company's unique quantization techniques enhance AI accuracy, even surpassing GPU performance in some cases. ➂ DeepX is planning to support large language models in its next-generation silicon, aiming to optimize for on-device applications.

1. Intel is reportedly considering splitting or selling off its chip manufacturing business to stabilize its financial position. 2. The company recently announced 15,000 layoffs and aims to save $10 billion in costs by 2025. 3. Intel's CEO, Pat Gelsinger, emphasized the need for cost alignment and operational changes, but did not mention the potential split of the foundry business.

➀ The global semiconductor market grew by 18.3% in the second quarter, driven by AI chip demand. ➁ Legacy chip sectors and materials suppliers are experiencing a downturn. ➂ The upswing in the semiconductor market is primarily supported by advanced products, leaving mature sectors behind.

➀ Samsung Electronics plans to reduce its procurement of ASML's next-generation EUV lithography equipment. ➁ The company initially planned to purchase multiple units of EXE:5200, EXE:5400, and EXE:5600, but now will only introduce the EXE:5200. ➂ The decision follows a review by the new head of the DS division, Jun Young-hyun, and impacts the joint R&D center plans with ASML.

➀ The global automotive semiconductor market is expected to exceed $88 billion by 2027, driven by the demand for HPC chips, GPUs, radar chips, and laser sensors. ➁ Advanced driving assistance systems (ADAS), electric vehicles (EV), and internet of vehicles (IoV) are key drivers for this growth. ➂ Leading semiconductor companies like Infineon, NXP, STMicroelectronics, Texas Instruments, and Renesas are investing heavily in next-generation microcontrollers, SoCs, and high-resolution radar solutions.

➀ NVIDIA's Blackwell series chips face potential delays, but the company assures production is on track for a 2024 launch. ➁ Demand for existing Hopper chips remains strong, potentially boosting short-term revenue. ➂ Analysts believe any delays in the Blackwell series could actually increase NVIDIA's gross margin due to higher demand for the more profitable Hopper chips.

➀ China's semiconductor industry is rapidly advancing, with significant developments in memory chip technology and AI chips. ➁ Despite US sanctions, Chinese companies like YMTC and SMIC continue to make strides in chip manufacturing and innovation. ➂ The Chinese government is heavily investing in the semiconductor sector, aiming to reduce reliance on foreign technology and become a global leader in the industry.

➀ Samsung plans to introduce its first High-NA EUV equipment, ASML’s EXE:5000, by the end of 2024 or early 2025, primarily for foundry operations. ➁ The company aims for full commercialization of High-NA EUV technology by 2027, collaborating with EDA companies to develop new mask designs. ➂ SK hynix is set to bring in ASML’s next-generation High-NA EUV machine, the EXE:5200, in 2026, with plans to apply it to advanced DRAM production.