Somewhat out of the blue, Silicon Box has announced the opening of its US$2 billion semiconductor assembly plant in Singapore. The "startup" is founded by several of Marvell's founders, suggesting the company has the right pedigree to compete in what is sure to be a very competitive market over the next few years. Silicon Box is not a foundry and will at least at this point in time, not be involved in foundry services, but instead the company will focus on advanced chip packaging technologies, focusing on chiplets.

The company is promising "faster time-to-market, lower new device design cost" on its very rudimentary website, something the company has yet to prove to be capable of. However, its new plant in Singapore covers 73,000 square metres and is said to feature state of the art production equipment for turning chiplets into chips. The factory is said to create some 1,200 jobs in Singapore, suggesting that this is a company that means business. According to a comment by company founder and CEO BJ Han to Reuters, "customers had been lining up" since before the completion of the assembly plant. Silicon Box is expecting to have several AI chipset companies as its customers, including Tenstorrent, which so far is the only officially mentioned client. Time will tell if Silicon Box can compete with established chip packaging businesses and if they can deliver on their promise to be faster and cheaper than the competition.

Semiconductor industry research firm TechInsights said it has found that Samsung's 3 nm GAA (gate-all-around) process has been incorporated into the crypto miner ASIC (Whatsminer M56S++) from a Chinese manufacturer, MicroBT. In a Disruptive Technology Event Brief exclusively provided to DIGITIMES Asia, TechInsights points out that the significance of this development lies in the commercial utilization of GAA technology, which facilitates the scaling of transistors to 2 nm and beyond. "This development is crucial because it has the potential to enhance performance, improve energy efficiency, keep up with Moore's Law, and enable advanced applications," said TechInsights, identifying the MicroBT ASIC chip the first commercialized product using GAA technology in the industry.

But this would also reveal that Samsung is the foundry for MicroBT, using the 3 nm GAA process. DIGITIMES Research semiconductor analyst Eric Chen pointed out that Samsung indeed has started producing chips using the 3 nm GAA process, but the capacity is still small. "Getting revenues from shipment can be defined as 'commercialization', but ASIC is a relatively simple kind of chip to produce, in terms of architecture."

According to the latest report from Reuters, a former Samsung executive was arrested by the South Korean authorities yesterday, being accused of stealing company secrets to build a similar chip production facility in China. The former executive had worked for SK Hynix before joining Samsung, where he was involved in the Samsung Electronics division responsible for semiconductor factories. According to the report, the person planned to build a competing factory 1.5 km from a Samsung chip manufacturing facility in Xian, China. The suspect, who was not identified publically, has a collective of 28 years of experience with the South Korean chip makers.

Interestingly, the suspect also caused financial harm to the company, which the Suwon District Prosecutors' Office estimates to be around 300 billion won ($233 million). Prosecutors have announced the indictment of six additional individuals suspected of involvement in the case, including an employee of an inspection company who is charged with allegedly disclosing the architectural blueprint of Samsung's semiconductor plant. A police official commented, "We will sternly deal with any leakage of our technology abroad and strongly respond to illegal leak of domestic companies' core technologies in semiconductor, automobile and shipbuilding sectors among other."

Foxconn has commited to $500 million of investments into new operations within Telangana, a southern state located in India. The region's IT minister, K. T. Rama Rao, broke the news earlier today and declared that the Taiwanese multinational electronics contract manufacturer will be building new factory facilities - with the first example breaking ground in Kongara Kalan (a village to the south of Hyderabad) this morning.

The minister estimates that the "first phase" of new Foxconn manufacturing plants will help generate 25,000 "direct jobs" across the state of Telangana. Reuters has previously reported that Foxconn has been granted a new contract for the manufacture of next generation AirPods - Apple is a key client for the company, and executives have pushed for a shift in production locations due to problems encountered in China. Foxconn's move into India is observed as a strategic decision - facilities are less likely to get shutdown (due to health restrictions) and the country is not getting hit with advanced semiconductor sanctions.

The bipartisan Protecting Circuit Boards and Substrates Act of 2023 introduced by Representatives Blake Moore (R-UT-1) and Anna Eshoo (D-CA-16) finishes the job the CHIPS Act began by incentivizing investment in the domestic printed circuit board (PCB) industry. This bill is a necessary follow-on to the CHIPS Act: without a trusted, reliable domestic source of PCBs and substrates, computer chips don't connect to end use electronic devices.

Domestic PCB production shrunk over the past 20 years, falling from 30% to barely 4% of the world's supply. Ninety percent of the world's supply now comes from Asia…56% in China alone.

LG is reported to be making substantial investments into improving and upgrading its OLED manufacturing facilities in South Korea - last month we found out about a similar effort underway at Samsung (courtesy of Reuters). Nikkei Asia has today published an article that explores this situation plus a wider context - their findings reaffirm existing claims that Samsung Display has spent $3+ billion on the sprucing up of its Tangjeong factory. LG's modernization bill is smaller at a mere $2.5 billion - this will be spent on creating additional production lines at the company's mainline Paju plant. LG is aiming to increase factory output of medium-sized OLED panels using sixth generation technology.

According to last month's report, industry insiders have suggested that Samsung was ramping up its high end OLED production lines in order to secure substantial component orders from a key client, Apple, with premium display panels destined for fitting on next generation iPad and MacBook products. Reuters posited that LG was not able to fulfil any new requests from Apple at the time - due to its display factories being fully booked and operating at maximum capacity. It seems that LG is now addressing this problem by making necessary and essential upgrades at its Paju P10 OLED facility. A domestic rivalry is only part of the problem, both giant South Korean electronics firms are also keeping a collective eye on other rival manufacturers (operating out of nearby nations).

TSMC has confirmed to Taiwan News this weekend that a fire at its Phoenix-general area, Arizona semiconductor plant was only "limited to an outside trash chute and immediately extinguished" - the chipmaker was responding to an afternoon incident from Friday (April 28). A worker took photos of black smoke rising from a section of the brand new factory, the employee then proceeded to share their snaps online via a discussion board. A local firefighting crew extinguished the blaze soon after evacuating workers from the affected area, a preliminary investigation conducted by the emergency responders found that the fire originated from a waste/refuse chute. A root cause has not yet been identified according to the newspaper's article.

The Arizona plant was not the only TSMC location to play host to an unexpected incident this week - reports from Wednesday (April 26) state that a fire broke out during the (preceding) evening/night at a company facility in North Taiwan. No injuries or casualties were reported following a response by firefighters who had the situation under control soon after 9 pm - TSMC believes that the fire started at around 19:30. The incomplete factory is situated within Taiwan's Hsinchu Science Park, and is set to bolster the company's existing advanced 3D IC package manufacturing efforts. Part of the facility will also be setup as a component testing lab. TSMC has declared that it is conducting an investigation into the incident at its Zhunan, Miaoli County location.

NVIDIA's fresh faced GeForce RTX 4070 graphic card range has not been flying off shelves around the world, and Team Green could be pivoting their approach somewhat after receiving lower than expected sales figures via company reports. Their component suppliers have already mentioned that the entire GeForce RTX 40 family is on a comfortably steady production schedule - with no instructions received from HQ to up the ante. In the latest development this week, individuals with insider knowledge of factory schedules in China have claimed that NVIDIA has informed board partners (AICs) that output for the GeForce RTX 4070 line is getting paused for a month. The temporary cutoff in factory output will allow, they hope, for the currently sitting stock to get cleared out. A substantial surplus of GeForce RTX 4070 cards could disrupt distribution networks and overstock warehouses.

Industry watchdogs have theorized that NVIDIA's board partners are having a difficult time offloading their premium tier RTX 4070 custom cards onto paying customers. The Founders Edition and closer-to-reference models have sold quite respectable numbers according to early analyses, but more expensive options are considered to be too expensive by the customer base. There is apparent crossover in pricing with the fancier GeForce RTX 4070 Ti range, and a savvy buyer will tend toward superior silicon rather than a shiny cooling solution combined with a factory-issued overclock. A computer hardware retailer in the UK, Novatech, has chosen to cut the price of a Palit RTX 4070 Dual model by £40/$50, as reported yesterday. The asking price has since returned closer to RRP - at the time of writing it stands at £579.98.

Early details of MediaTek's next generation mobile chipset have emerged this week, courtesy of renowned leaker Digital Chat Station via their blog on Weibo. The successor to MediaTek's current flagship Dimensity 9200 mobile chipset will likely be called "Dimensity 9300" - a very imaginative bump up in numbering - with smartphone brand Vivo involved as a collaborator. The tipster thinks that the fabless semiconductor company has contracted with TSMC for fabrication of the Dimensity 9300 chipset - and the foundry's N4P process has been selected by MediaTek, which could provide a bump in generational performance when compared to the older 4 nm and 5 nm standards used for past Dimensity SoC ranges. It should be noted that the current generation Dimensity 9200 chipset is presently manufactured via TSMC's N4P process.

MediaTek is seeking to turnaround its fortunes in the area of flagship mobile chipsets - industry watchdogs have cited a limited uptake of the Taiwanese company's Dimensity 9200 SoC as a motivating factor in the creation of a very powerful successor. Digital Chat Station suggests that the upcoming 9300 model will pack enough of a hardware punch to rival Qualcomm's forthcoming Snapdragon 8 Gen 3 SoC - both chipsets are touted to release within the same time period of late 2023. According to previous speculation, Qualcomm has also contracted with TSMC's factory to pump out the Snapdragon 8 Gen 3 via the N4P (4 nm) process.

Samsung Electronics has announced that its sub-division, Samsung Display, is planning to invest $3.1 billion until 2026 in Asan, South Korea to manufacture advanced organic light-emitting diode (OLED) display panels. The country's ministry stated that Samsung's next generation of OLED display panels will be integrated into tablets and laptops. There are already rumors swirling that Apple has contracted with Samsung Display to produce parts for a refresh of the MacBook Pro range that is set to debut at some point before 2026.

Industry insiders are claiming that the substantial investment into the company's Asan, South Chungcheong factory will help fulfil orders placed by Apple for iPad and MacBook OLED displays - the North American company has not officially confirmed an adoption of that type of screen technology for these product ranges. Samsung is likely trying to secure a long term relationship with the Silicon Valley behemoth, and at the same time outmaneuver its competitors in South Korea as well as those in neighboring nations. It has been reported that domestic rival LG is currently unable to take on new orders, as its display factories are functioning at maximum production capacities.