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Thursday, April 26, 2018
Industry News
China is certain that it can meet its own semiconductor production needs 3/20/2018
China wafer foundry houses still technologically lag far behind first-tier players although they will surely grow into strong competitors in the long run, according to MC Chiu, chairman of Taiwan-based Gudeng Precision Industrial, a supplier of photomask and wafer handling solutions and equipment.
5G and AI could lead semi industry to $500 billion 3/20/2018
A new round of growth mainly driven by AI and 5G technologies and applications and may challenge US$500 billion in the foreseeable future according to Ajit Manocha, president and CEO of SEMI.
Notebook shipment recovers some 3/19/2018
“Looking into the second quarter, we expect total notebook shipments of 29.7 million units (up 10 percent quarter-on-quarter, but down 5 percent year-on-year), reaching the high end of the historical range since 2013 with a 3 to 10 percent increase quarter-on-quarter,” the Morgan Stanley analysts said.
Micron's CEO Sanjay Mehrotra cites high barriers to entry for Chinese suppliers 3/19/2018
"To be a meaningful player, you need leading-edge technology, you need intellectual property, you need a large scale of production, you need product design, product specifications that meet customer application requirements, and you need quality,"
ChipMOS found business on niche-market DRAM and NOR flash packaging 3/19/2018
ChipMOS' production capacity for COF packaging is estimated at 6,500-7,000 wafers monthly. Demand for 12-inch fine-pitch COF packaging has been strong, said company chairman.
Broadcom: We're open to looking at anything that helps 3/19/2018
While revenue rose 28%. Broadcom CEO Hock Tan expressed a willingness to pursue new acquisition targets in the wake of the failed Qualcomm bid,
ChipMOS profit tumbled on order cuts by Micron 3/16/2018
Net profit plunged to NT$163 million (US$5.58 million) from NT$613.9 million the previous year, with earnings per share (EPS) dipping to NT$0.19 from NT$0.72.
Semi market forecast revised up 15% 3/16/2018
Just as strength in the memory chip market drove the broader chip market last year, the same trend is holding true early in 2018. IC Insights (Scottsdale, Ariz.) dramatically increased its forecast for DRAM sales growth to 37 percent from 13 percent and lifted its forecast for NAND sales growth to 17 percent from 10 percent.
In spite of failed Broadcom/Qualcomm merger, more semi M&A are coming 3/16/2018
If Broadcom bought Qualcomm the combined company could have held a 59 percent share in Wi-Fi, 46 percent in Bluetooth, 67 percent in location chips and 41 percent in RF, he estimated. Such dominance is “unheard of…[and] an unhealthy practice.
Globalfoundries now delivers 90nm silicon photonics on 300mm wafer 3/16/2018
Globalfoundries (GF) says it has qualified the first 90nm manufacturing process using 300mm wafers. The foundry has also revealed plans to move to 45nm in order to deliver higher bandwidth and better energy efficiency.
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