Industry insiders reckon that Samsung Electronics is transitioning to molded underfill (MR-MUF) production techniques—rival memory manufacturer, SK Hynix, champions this chip making technology. A Reuters exclusive has cited claims made by five industry moles—they believe that Samsung is reacting to underwhelming HBM production yields. The publication proposes that: "one of the reasons Samsung has fallen behind (competing producers) is its decision to stick with chip making technology called non-conductive film (NCF) that causes some production issues, while Hynix switched to the mass reflow molded underfill (MR-MUF) method to address NCF's weakness." The report suggests that Samsung is in the process of ordering new MUF-related equipment.

One anonymous source stated: "Samsung had to do something to ramp up its HBM (production) yields... adopting MUF technique is a little bit of swallow-your-pride type thing for (them), because it ended up following the technique first used by SK Hynix." Reuters managed to extract a response from the giant South Korean multinational—a company spokesperson stated: "we are carrying out our HBM3E product business as planned." They indicated that NCF technology remains in place as an "optimal solution." Post-publication, another official response was issued: "rumors that Samsung will apply MR-MUF to its HBM production are not true." Insiders propose a long testing phase—Samsung is rumored to be sourcing MUF materials, but mass production is not expected to start this year. Three insiders allege that Samsung is planning to "use both NCF and MUF techniques" for a new-generation HBM chip.

A 2019-signed export license has allowed Intel to supply laptop processors to Huawei, under an exclusive deal—this US Government approved arrangement was not viewed favorably by AMD. The rival chipmaker apparently missed out on the securing of a similar trade license back in 2021. According to a new Reuters report, Team Red and a handful of supporters have attempted to revoke Intel's license—worth hundreds of millions of dollars. Two anonymous sources allege that: "Intel has survived an effort to halt chip sales to Huawei...giving one of the world's largest chipmakers more time to sell to the heavily sanctioned Chinese telecoms company." Intel and Huawei's symbiosis is set to end later this year—folks on the inside reckon that the current US administration will not approve a renewal. Reports suggest that Qualcomm is not anticipating a renewal either—Huawei is an approved buyer of Snapdragon chips, but industry whispers indicate an eventual shift to in-house fare.

Intel, Huawei, US Commerce Department and the White House have declined to comment on the aforementioned scenario. Reuters also sent a query to AMD, but the publication did not receive a response. Earlier last year, a government official revealed that "Huawei's licensing policy" was under review, alongside a general push to scrap a number of trade deals. According to insiders, the same government official allegedly told companies—in private—that the US Commerce Department would fix "the licensing discrepancy." Another anonymous source believes that the agency shelved these plans late last year, for reasons unknown—they stressed that there is potential for a revival. Given the upcoming expiry of Intel and Huawei's arrangement—within the year—it makes little sense to implement a drastic change.

Semiconductor Manufacturing International Corp (SMIC) is preparing new semiconductor production lines at its Shanghai facilities according to a fresh Reuters report—China's largest contract chip maker is linked to next generation Huawei SoC designs, possibly 5 nm-based Kirin models. SMIC's newest Shanghai wafer fabrication site was an expensive endeavor—involving a $8.8 billion investment—but their flagship lines face a very challenging scenario with new phases of mass production. Huawei, a key customer, is expected to "upgrade" to a 5 nm process for new chip designs—their current flagship, Kirin 9000S, is based on a SMIC 7 nm node. Reuter's industry sources believe that the foundry's current stable of "U.S. and Dutch-made equipment" will be deployed to "produce 5-nanometer chips."

Revised trade rulings have prevented ASML shipping advanced DUV machinery to mainland China manufacturing sites—SMIC workers have reportedly already repurposed the existing inventory of lithography equipment for next-gen pursuits. Burn Lin (ex-TSMC), a renowned "chip guru," believes that it is possible to mass produce 5 nm product on slightly antiquated gear (previously used for 7 nm)—but the main caveats being increased expense and low yields. According to a DigiTimes Asia report, mass production of a 5 nm SoC on SMIC's existing DUV lithography would require four-fold patterning in a best case scenario.

Reuters appears to be following every (internal) step that TSMC takes—their latest report suggests that company leadership has "told its major suppliers to delay the delivery of high-end chip making equipment." Two anonymous sources believe that execs are anxious about a predicted decrease in customer demand, and cost control plans have been implemented as a temporary measure. ASML is allegedly one of the vendors affected by TSMC's decision making.

Reuters conducted an interview with ASML CEO Peter Wennink a week prior—he acknowledged that some orders for high-end tools had been pushed back, without naming specific client identities, but the situation should resolve itself shortly. He stated that it was a mere "short-term management" issue: "we've had several (news) reports about fab readiness. Not only in Arizona... but also in Taiwan." ASML is reported to be operating at maximum capacity, and overall sales are forecast to grow 30% this financial year.

TSMC's Japanese facilities are set to fabricate "mature-technology chips" (28 nm and 22 nm) once construction at the site concludes next year—this $8.6 billion fab on Kyushu Island is proving to be a promising prospect for company leadership back in Taiwan. A Reuters report suggests that more ambitious plans are afoot for Japan as a key production base—two anonymous insiders claim that problems encountered at the Arizona plant have caused a shift in focus onto other global TSMC sites.

There is potential for further expansion and upgrades in Kikuyo, Kumamoto Prefecture—TSMC has reportedly taken an "increasingly optimistic view" of Japan's work culture, relatively cheap-to-build facility and a co-operative government. A smooth ramp-up of the first fabrication facility is the primary goal in 2024, but adjusted plans could add more capacity. The insiders think that a second site is also a possibility, with consideration for more advanced chip making.

Alphabet Incorporated's Google AI division has today revealed a planned update for its Bard conversational artificial intelligence chatbot. The experimental generative artificial intelligence software application will become capable of assisting people in the writing of computer code - the American multinational technology company hopes that Bard will be of great to help in the area of software development. Paige Bailey, a group product manager at Google Research has introduced the upcoming changes: "Since we launched Bard, our experiment that lets you collaborate with generative AI, coding has been one of the top requests we've received from our users. As a product lead in Google Research - and a passionate engineer who still programs every day - I'm excited that today we're updating Bard to include that capability."

The Bard chatbot was made available, on a trial basis, to users in the USA and UK last month. Google's AI team is reported to be under great pressure to advance the Bard chatbot into a suitably powerful state in order to compete with its closest rival - Microsoft Corporation. The Seattle-based giant has invested heavily into Open AI's industry leading ChatGPT application. Google's latest volley against its rivals shows that Bard's has become very sophisticated - so much so that the app is able to chew through a variety of programming languages. Bailey outlines these features in the company's latest blog: "Starting now, Bard can help with programming and software development tasks, including code generation, debugging and code explanation. We're launching these capabilities in more than 20 programming languages including C++, Go, Java, Javascript, Python and Typescript. And you can easily export Python code to Google Colab - no copy and paste required." Critics of AI-driven large language models have posited that the technology could potentially eliminate humans from the job market - it will be interesting to observe the coder community's reaction to Google marketing of Bard as a helpful tool in software development.

NVIDIA's long-awaited acquisition of Arm Ltd. is collapsing, confirm Financial Times and Reuters. According to the latest information, the deal is not happening, and the previously agreed terms are no longer valid. As we now know, NVIDIA will have to pay Softbank (Arm's owner) a break-up fee of $1.25 billion, which was the deal that the two settled on if the acquisition fails. NVIDIA has originally planned to purchase Arm for $40 billion. However, the regulators from UK and EU have been blocking the deal from happening on the terms that it would hurt competition and block innovation.

What is next for Arm Ltd. is to go public and list itself on one of the world's biggest stock exchanges, either domestically or overseas in the US. The IPO efforts of Arm are estimated to be worth around $80 billion, representing a double amount of what NVIDIA wanted to purchase the company for.Update 08:35 UTC: Here is the official press release from NVIDIA and Softbank below:

News agency Reuters recently reported that hardware giant Corsair was in talks with middle market private equity firm EagleTree Capital for acquisition of the company in its entirety. The deal was reported by Reuters as being valued at close to $500 million. Part of the Corsair brand is, and continues to be, owned by Corsair founder and Chief Executive Andy Paul, who founded the company in 1994. Another part of it, however, is currently owned by Francisco Partners, an American private equity firm focused exclusively on investments in technology and technology-enabled services. In 2013, Francisco Partners made a $75 million investment in the company, after Corsair scrapped its IPO plans.

However, an industry source has shed some more light on the matter. The source (singular, since we couldn't verify this through multiple channels) told TPU that it isn't the entirety of Corsair that's for sale; only the share previously acquired by Francisco Partners. It's this particular stake that's being eyed by EagleTree Capital - probably at a much higher valuation than the initial $75 million investment. As always, you should take this current information with a grain of salt.

Yesterday, Bloomberg ran a story entitled "Kaspersky Lab Has Been Working With Russian Intelligence", in which the editors said that "Emails show the security-software maker developed products for the FSB and accompanied agents on raids." Eugene Kaspersky, Kaspersky CEO, naturally responded by saying that claims about Kaspersky Lab's ties to the Kremlin are "unfounded conspiracy theories" and "total BS." Bloomberg Businessweek even goes so far as to say that Kaspersky Lab has "maintained a much closer working relationship with Russia's main intelligence agency, the FSB, than it has publicly admitted. It has developed security technology at the spy agency's behest and worked on joint projects the CEO knew would be embarrassing if made public."

In the same article, Bloomberg's editors go on to say that "The U.S. government hasn't identified any evidence connecting Kaspersky Lab to Russia's spy agencies (...) In June, FBI agents visited a number of the company's U.S. employees at their homes, asking to whom they reported and how much guidance they received from Kaspersky's Moscow headquarters. And a bill was introduced in Congress that would ban the U.S. military from using any Kaspersky products (...)", with one senator calling ties between the company and the Kremlin "very alarming."

AMD Radeon graphics cards have always been too good at GPGPU for their own good. The new Ethereum block-chain compute network, with the Ethereum crypto-currency, works really really good with AMD Radeon Graphics CoreNext architecture-based GPUs (that's every AMD GPU since Radeon HD 7000 series). As a result, not only have Ethereum prospectors bought out nearly all inventory of AMD Radeon graphics cards from the market, but also forced an inflation of used AMD Radeon graphics cards on online tech-forums, and used-goods stores on eBay and Amazon. Some of these used cards are priced higher than even launch-prices.

Every $1,000 spent on AMD Radeon hardware towards Ethereum mining is recovered within 2 months, and then as long as your hardware lasts and you're paying your power bills, you're swimming in crypto-currency that can be converted to Bitcoin and even US Dollars. One Ethereum (ETH) exchanges to USD $265 at the time of this writing. There's already $330 million worth Ethereum being traded, and that number is only going to grow as people sell USD or BTC to buy ETH and pay for entry into the Ethereum network, and use ETH as a crypto-currency.

AMD is consulting with JP Morgan Chase & Co., to explore options, that could pull it out of its grim financial situation. These could include a sale. The company is struggling to find itself a role in an industry that's increasingly focused on mobile, away from PCs. On hearing the news, the company stock surged 18 percent before closing for the day at 5 percent up, at $2.09, on the NYSE. Some of these options could include a sale of its portfolio of patents to raise cash. With the emergence of ARM SoC industry, AMD finds itself holding valuable IP that could fetch cash.

In a statement to Reuters, a company spokesperson said: "AMD's board and management believe that the strategy the company is currently pursuing to drive long-term growth by leveraging AMD's highly-differentiated technology assets is the right approach to enhance shareholder value. AMD is not actively pursuing a sale of the company or significant assets at this time." Some analysts believe that AMD will not be able to reverse its decline in time, given the rate at which it's laying off engineers, others add that it might be difficult to buy AMD as a whole, since it's considered to be a "legacy company."

Around three years after the European Commission slapped Intel with a record €1.06 billion fine for anti-competitive practices against market rival AMD, the company appealed against the fine, on grounds that the commission relied on "profoundly inadequate" evidence to establish anti-competition charges against the company, which lead to the fine. A 5-member bench of General Court in Luxembourg, Europe's second highest, will hear arguments of both Intel and EU's regulators, during a 4-day hearing. Intel wants its conviction quashed and its fine reduced/removed. According to European regulators, major computer manufacturers such as HP, Dell, and Lenovo, received unfair rebates from Intel for opting for its chips. The case is T-286/09, Intel vs Commission.

One of the biggest suppliers of LCD panels to notebook and PC monitor manufacturers, AUOptronics, has been convicted by a US court on Tuesday, of price-fixing, a serious anti-competitive practice that cripples innovation and is bad for consumers and progress of the industry. The company faces fines as high as US $1 billion, which could amount to a big blow to the company that already finds itself facing losses.

AUOptronics' conviction follows the December 2011 mega-settlement of LCD makers including Samsung, Sharp, Hitachi, HannStar, and Chimei Innolux. At the time, AUOptronics and LG Electronics were the only fence-sitters. LG Electronics agreed to pay a US $400 million fine, in 2008. AUOptronics' current position is that it finds the evidence presented against it, which led to the conviction as being "distorted and incomplete," and that it will appeal against the verdict. The quantum of fine levied against AUOptronics will surface in the months ahead.

US Federal Communications Commission (FCC) chairman sought "smart, practical, voluntary solutions", without mandating his own, for internet service providers (ISPs) to fight online fraud and data theft. Chairman Julius Genachowski estimated that 8.4 million credit-card details are stolen online, each year. "If consumers lose trust in the Internet, this will suppress broadband adoption and online commerce and communication, and all the benefits that come with it," Genachowski said in a speech. The FCC feels ISPs can come up with solutions that prevent client PCs in the US from being forced into malicious botnets by hackers, without having to encroach upon users' privacy.

Genachowski urged ISPs to adopt DNSSEC, a system that ensures people accessing sensitive sites such as their banks' online transaction portals go to the right address, and not redirected to a fraudulent password phishing site. "To be effective, everyone who is a part of the Internet ecosystem must play a meaningful role in ensuring that private and government networks, and personal computers and devices are secured," said Comcast/NBCUniversal President Kyle McSlarrow in a blog posting. Comcast is one of America's biggest ISPs. This is an example of how threats to the sanctity of a productive internet can be defeated with highly-specific solutions that don't threaten privacy and freedoms, instead of broad-scoped legislations that potentially do.

Earlier this week, it was reported that Apple was conducting inspections of the manufacturing facilities of its foundry partners via independent agencies, to assess working conditions and well-being of workers. It requested the Fair Labour Association (FLA) to carry out the inspections. In addition to Foxconn, the FLA will inspect facilities of Quanta Computer Inc, Pegatron Corp, Wintek Corp and others. While the final report of its inspections will be released only by late next month, FLA revealed its first impressions of what it saw.

The FLA finds the working conditions in foundry partner Foxconn's facilities "above average". Auret van Heerden, president of the FLA commented on the Foxconn inspection: "The facilities are first-class; the physical conditions are way, way above average of the norm." He continued, "I was very surprised when I walked onto the floor at Foxconn, how tranquil it is compared with a garment factory," he said. "So the problems are not the intensity and burnout and pressure-cooker environment you have in a garment factory. It's more a function of monotony, of boredom, of alienation perhaps."

In a landmark development, the US Government invalidated the last of three of Rambus' claims to key patents that saw it locked in successful patent-infringement lawsuits against the likes of NVIDIA and Hewlett-Packard, among others. The three patents are related to memory chip design, and are among the most valuable patents held by Rambus. An appeals board at the U.S. Patent and Trademark Office (USPTO) declared the patent invalid on January 24, according to a ruling posted on their website. The previous two were declared invalid in September, 2011.

The Barth patents have been used by Rambus to sue a long list of companies in the PC industry, including NVIDIA and AMD. It has been used to extract millions of dollars in licensing fees from the likes of the already cash-strapped AMD, through settlements. NVIDIA's patience seems to have paid off. Rambus can appeal the latest decision from the PTO. "We're evaluating our options," said company spokeswoman Linda Ashmore.