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TSMC’s September revenues were up 20% y-o-y  at $5.4 billion. September revenues were 11% up on August. Q3 revenue was $14.8 billion. Revenue for January through September 2021 totalled $41  billion, an increase of 17.5% compared to the same period in 2020.

August semiconductor sales of $47.2 billion were up 29.7% y-o-y, says the SIA, and 3.3% more than the July 2021 total of $45.7 billion. “Global semiconductor sales remained strong in August, increasing year-to-year across all regional markets and major product categories,” says SIA CEO John Neuffer, “chip shipments have reached record totals in recent months as the industry ramps up ...

Renesas  plans to boost capacity for high-end MCUs by 50% to the equivalent of 40,000 200mm wafers a month, mainly by securing more foundry capacity. It plans to increase capacity for low-end MCUs by about 70% to over 30,000 wafers per month, mainly by expanding in-house facilities. “We have been increasing supply, but demand has also been strong as manufacturers make up for lost production time,” ...

The shortage of semiconductors for automotive applications is getting worse, says Semiconductor Intelligence, In recent statements from major automakers: General Motors significantly cut production at eight North American plants earlier this month due to the semiconductor shortage. GM expects North American vehicle production in the second half of the year will be down about 100,000 compared with the first half. ...

Pre-silicon security verification during the chip design stage can avoid time-consuming analysis and correction of security vulnerabilities for a manufactured device. It can also avoid potential re-spins and production delays, says FortifyIQ. The company has developed two software suites  which simulate some of the ‘popular’ methods of cyberattack. SideChannel Studio simulates side-channel attacks whereby cyber criminals measure physical characteristics, such as power ...

Woven Planet, the autonomous driving subsidiary of Toyota, has bought automotive OS developer Renovo Motors of Campbell, California. Renovo’s software will advance Woven Planet’s development of  programmable vehicles. The acquisition will add depth to Woven Planet’s resources, particularly for Arene, Woven Planet’s open vehicle development platform, by: bolstering their team with top-tier engineers who have expertise in building a complete ...

Intel will announce, later this year, a new US site which will have eight new fabs, said CEO Pat Gelsinger (pictured on a digger) at the ground-breaking ceremony for its two new $20 billion Arizona foundry fabs. “As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” ...

The Q4 DRAM ASP will likely drop 3-8% q-o-q, says TrendForce. PC DRAM is expected to drop 5-10% as  notebook production of  is expected to decline in 4Q21, propelling the sufficiency ratio of PC DRAM to 1.38%. The current spot prices of PC DRAM modules are far lower than their contract prices for 3Q21. Server DRAM ASPs are expected to ...

AI processor developer Deep Vision has raised $35 million in a Series B financing round, led by Tiger Global. When combined with its existing revenue streams, the funding proceeds will help Deep Vision expand the capabilities of its AI processor and software tools and support its rapidly growing customer base. Tiger Global is joined by Series A investors Exfinity Venture ...

Oracle is to invest £150 million into next month’s IPO of Oxford Nanopore. The 16 year-old Oxford Nanopore provides pocketable kits to analyse RNA/DNA samples and supplies coronavirus testing kits to the NHS. The company is expected to be valued at £3 billion in the LSE IPO when it aims to raise £300 million. “Ever since we founded Oxford Nanopore, ...