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U.S. Government to Allow Chipmakers to Expand Facilities in China

The United States government has imposed sanctions on companies exporting their goods to China with the aim of limiting the country's technological advancements. This forced many companies to reduce their shipments of the latest technologies; however, according to the latest information from The Wall Street Journal, the Biden administration will allow companies to keep expanding their production capacities in China. As the source notes, quoting statements from government officials, the top semiconductor makers such as Samsung, SK Hynix, and TSMC, all of which have a chip production facility in China, will be allowed to expand the production capacity without any US backlash.

Of course, this does not contradict the plan of a US export-control policy, which the administration plans to continue. Alan Estevez, undersecretary of commerce for industry and security, noted last week in the industry gathering that the US plans to continue these restrictions for another year. Reportedly, all manufacturers of wafer fab equipment (WFE) from the US must acquire an export license from the Department of Commerce before exporting any tools for making either logic of memory chip indented for customers in China. Chipmakers Samsung, SK Hynix, and TSMC all received their licenses to export from October 2022 to October 2023. However, the US government now allows these companies to continue upgrading their Chinese plans beyond the renewed license expiry date of October 2024.

Logitech Retiring Blue Microphones Brand, Gaming Line Absorbing Yeti + Snowball Mics & ASTRO Audio Gear

Logitech has announced the merging of its microphone and audio equipment brands - their G Gaming Twitter account posted about this decision yesterday, and directed customers to a question and answer session on the official subreddit: "Where do you get support? How will ASTRO, Blue and LFC integrate into Logitech G? Will there be new ASTRO products? Get your questions answered with our official FAQ." A brand manager has since confirmed (via a fan query) that the Blue brand is getting nixxed: "We will be keeping the Yeti brand and moving it under Logitech G. The Blue name will be used to describe our technologies." Logitech spent a cool $177 million when it acquired Blue Microphones back in mid-2018, so it is odd that the company has chosen to drop a very recognizable and popular brand name in the worlds of podcasting, streaming and audio recording.

News outlets have discovered that Blue has been removed from the brands section of Logitech's website, and the Bluemic.com domain now directs back to the parent company's main online presence(s). The Logitech G sub-page has been updated with listings of Yeti, Snowball and other microphone models. A brand manager also outlined ASTRO's future: "(it will) continue to live on as a premium console audio product series underneath the Logitech G brand. Stay tuned for more information regarding ASTRO including a launch that we think our community will be very excited about...We're (also) very excited about ASTRO as a product series under Logitech G."

Apricorn Launches Aegis NVX Hardware-Encrypted USB Storage Device, Boasts Read/Write Speeds of 1 GB/s

Apricorn, the leading manufacturer of software-free, 256-bit AES XTS hardware-encrypted USB drives, today announced the release of the USB 10Gbs Aegis NVX. Employing proprietary architecture, The Aegis NVX is the first Apricorn encrypted device to feature an NVMe SSD inside. Initial capacity offerings will be 500 GB, 1 TB, and 2 TB, with a price range of $339.00 - $739.00 MSRP.

The NVX was conceived to address the immediate protection of raw data delivered directly from its source at high speeds, such as high-definition video cameras with the capability to write to an external SSD via USB C or HDMI. The NVX's high-speed read/write capabilities at 1,000 MB/s are sought after in the fields of military intelligence, digital forensics, filmmaking and healthcare where write speeds over 600 Mb/s are critical.

Seagate Starts Shipment of Extra High Capacity HAMR HDDs to Data Center Client

Seagate is celebrating the debut shipment of very sophisticated storage solutions to a preferred client (dealing in the cloud data center sector). These 30+ terabyte hard drives are based on heat-assisted magnetic recording (HAMR) technology - the American data storage company is setting up its next generation Corvault range with the thermal magnetic recording methodology. The first shipment of HAMR-based drives is reported to consist of final qualification samples, but Seagate is anticipating that fully verified equipment - after trial customers give this new product lineup a thumbs-up - will be generating revenue in the coming weeks.

According to a transcript of a recent Seagate financial meeting conference call, CEO Dave Mosley mentioned a dip in business as well as a costly legal settlement, but expects company fortunes to rise due to client uptake of breakthrough storage technologies: "Beyond this cycle, we remain excited about the long-term opportunities presented by the secular growth of data and the relevance of mass capacity storage as new data-centric applications emerge and more workloads migrate to the cloud. We continue to make strong progress on our industry-leading technology road map, including launching HAMR-based products this quarter, which we believe put us in outstanding longer-term position."

Global Semiconductor Equipment Billings Reach Industry Record $107.6 Billion in 2022

Worldwide sales of semiconductor manufacturing equipment increased 5% from $102.6 billion in 2021 to an all-time record of $107.6 billion last year, SEMI, the industry association representing the global electronics design and manufacturing supply chain, reported today. The data is now available in the Worldwide Semiconductor Equipment Market Statistics (WWSEMS) Report.

For the third consecutive year, China remained the largest semiconductor equipment market in 2022 despite a 5% slowdown in the pace of investments in the region year over year, accounting for $28.3 billion in billings. Taiwan, the second-largest destination for equipment spending, recorded an increase of 8% to $26.8 billion, marking the fourth straight year of growth for the region. Equipment sales to Korea contracted 14% to $21.5 billion. Annual semiconductor equipment investments in Europe surged 93%, while North America logged a 38% increase. Sales to the Rest of World and Japan increased 34% and 7% year over year, respectively.

Cisco Wiped Out $23.5 Million of Unsold Gear During Exit From Russia

According to news agencies residing within Russian territories, it has been widely reported that Cisco has destroyed an inventory of unsold equipment with a total worth of $23.5 million. TASS, a Kremlin-controlled news organization, has made reference to account statements provided by Cisco Systems (the remaining legal entity of the Cisco Group based within the Federation) - it reports that the equipment was "physically destroyed" in January 2023, post a termination of sales in Russia and Belarus. The financial statements outline the liquidation of "primarily spare parts," but the agency claims that Cisco engaged in the destruction of network hardware, demo units and office furniture.

Cisco was one of the first tech companies to withdraw from Russian territories, following the full-scale invasion of the Ukraine. Soon after the beginning of the conflict, Cisco Systems announced the cessation of its business dealings, starting with a stoppage of sales in March 2022. A June deadline was specified for a complete shutdown of operations. The company made a decision by August 2022 to dispose of unsold inventories located within affected territories - the necessary permits for re-export of goods had not been obtained. It is not clear whether U.S. sanctions (against Russia) played a part in influencing the North American tech company's decision to engage in a scorched earth policy and obliterate the physical remnants of stock plus premises in Russia and Belarus.

Japan to Restrict Exports of Semiconductor Manufacturing Equipment

The Japanese government, on Friday March 31, announced that it plans to place restrictions on its export of 23 types of semiconductor manufacturing equipment. This follows similar efforts announced by other nations, including the USA and the Netherlands. In a news conference, the Minister for Economy, Trade and Industry (METI), Yasutoshi Nishimura stated: "We are fulfilling our responsibility as a technological nation to contribute to international peace and stability." The press release makes no mention of a trade battle between the USA or China, but the implication is that METI is limiting the latter's access to Japan's most advanced chip making equipment.

Nishimura-san continues: "If our exports are not being re-appropriated for military use, we will continue exporting. We believe the impact on companies will be limited." The U.S. government has called on its allies to prevent China's access to semiconductor manufacturing technology in order to slowdown domestic technological and military advancement. Japan and the Netherlands have previously agreed, back in January of this year, to restrict exports to China of equipment that could be used to churn out sub-14 nm chips.
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