electronica fills all 18 halls in Munich this week
Around 3,500 exhibitors, SEMICON Europa alongside, and energy efficiency as the organising theme.
News
Company news and short professional updates.
Memory prices are still rising, just more slowly
TrendForce expects conventional DRAM contract prices to rise about 20% in the fourth quarter.
Chip sales reached $517.7 billion in the third quarter
Up 24.1% on the previous quarter, the third consecutive quarter of more than 20% growth.
STMicroelectronics: demand well above supply
Revenue up 17.9%, microcontrollers up 24%, and distribution inventory below target.
Intel’s data-centre business grew 78%
Revenue up 21% to $16.5 billion, with the foundry still losing $1.9 billion in the quarter.
Nvidia moves the optical engine onto the interposer
A research prototype puts the optics on the silicon interposer beside the compute dies.
TSMC made $46.7 billion in a quarter
Record revenue at a 66.4% gross margin, and a fourth-quarter guide above $52 billion.
Silicon photonics finally has a qualification standard
JEDEC published JESD264 on 5 October, the first industry-wide reliability standard for silicon photonics.
ASML says its 2027 and 2028 output is already short
Record quarterly sales, and a warning that planned lithography supply will not meet demand for two years.