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Chip Industry Week in Review

  • The U.S. proposed Chip Security Act aims to combat chip smuggling by tracking location verification; concerns over Taiwan's chip exports to Malaysia creating a backdoor for China were raised.
  • Trump administration announced plans to reverse the Biden-era AI Diffusion Rule and strengthen export controls for AI chips, including guidance on prohibiting Huawei Ascend chips' use worldwide.
  • The Middle East was in focus with deals like HUMAIN's partnerships with NVIDIA, AMD, and Qualcomm, and the UAE-U.S. collaboration on an AI data center with a 5-gigawatt capacity in Abu Dhabi.
  • Legislation was introduced to expand the advanced manufacturing investment credit to include materials crucial for semiconductor manufacturing.
  • NY CREATES and Fraunhofer IPMS signed an agreement for R&D on next-gen ferroelectric memory devices, beneficial for neuromorphic computing due to their energy efficiency and scalability.
  • Financial releases include updates from Arteris, Applied Materials, Coreweave, Foxconn/Hon Hai, GCT Semi, Indie Semi, Magnachip, PDF Solutions, Rohm Semiconductor, Tower Semi, and TSMC's April revenue details.
  • Updates in regions like Asia, with reports from companies like DeepSeek and SiCarrier, and approvals for projects like Foxconn-HCL plant in India, were highlighted.
  • Europe saw developments like CCRAFT's thin-film lithium niobate chip factory and Infineon's funding approval for a new plant in Dresden to meet renewable energy and electromobility demands.
  • The article also covers security updates from Intel, the Florida-based Microelectronics Security Training Center, the European Union Agency for Cybersecurity, and recent security research findings.
  • Noteworthy product releases included Rambus's new client chipsets, Infineon's PSOC 4100T Plus microcontroller, BrainChip integrating RISC-V cores with NPUs, and Siemens EDA's Questa One smart verification software.
  • In the automotive sector, partnerships like Infineon-Visteon, NXP's S32R47 processors, and General Motors-LG Energy Solution for LMR prismatic battery cells were highlighted.

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