Micron Sells 3D X-Point Lehi, Utah Fab to Texas Instruments For $1.5B

Micron to Sell Lehi, Utah, Fab to Texas Instruments for $1.5B.
This is the fab that was part of the Intel/Micron IMFT joint venture. It currently produces 3D X-Point and NAND memory. Intel will need to ramp Optane production at another fab like their New Mexico fab.

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Samsung Foundry 3nm Gate All Around Process Node, 3GAE, Delayed To As Late As 2024

Samsung Foundry 3nm Gate All Around Process Node, 3GAE, Delayed to 2024! This would arrive in a similar time frame to TSMC’s denser 2nm GAA technology.
Samsung and Intel continue to slip further behind TSMC in leading edge technology. Will they ever be able to catch up?

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Qualcomm MWC 2021 – Network Infrastructure And Edge 5G Get Supercharged | FSM200, DU X100 Accelerator, And Range Of Features

Qualcomm is changing the game in network infrastructure hardware with their 4nm FSM200 for small cells and the 5G Distributed Unit X100 Accelerator Card. Furthermore, their new features in 5G enable brand new use cases in automotive, factories, and supply chain!

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Tenstorrent Wormhole Analysis – A Scale Out Architecture for Machine Learning That Could Put Nvidia On Their Back Foot

Tenstorrent is in the news a lot for picking up Jim Keller as CTO, but their hardware and software are achieving something truly magical. The powerful Wormhole chip can scale out to many chips, servers, and racks without any software overhead, something Nvidia cannot do.

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Morgan Stanley Just Reduced TSMC’s Value By $25B While Demonstrating A Complete Lack of Semiconductor Knowledge

Morgan Stanley has downgraded TSMC $TSM in a blubbering 83-page report which caused its valuation to tumble by $25 billion. This report is full of errors and falsehoods. SemiAnalysis dissects some of these glaring mistakes.

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Rockley Photonics Will Revolutionize Healthcare By Measuring Biomarkers Such As Glucose With Lasers In The Apple Watch

Rockley Photonics ($SCPE) will revolutionize healthcare technology by enabling the Apple Watch to become a non-invasive laboratory grade spectrometer with “clinic on a wrist” capabilities such as continuous glucose monitor.
They utilize a proprietary silicon photonics process technology.

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