Tuesday, May 21, 2019

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Industry News
China's tactic on technology irritates its trading partners 5/21/2019
Beijing promised when it joined the WTO in 2001 to treat Chinese and foreign companies equally. But 18 years later, business groups and governments say foreign companies still face special burdens, including sharing technology.
Trade war will certainly hurt Apple 5/21/2019
Apple will be most affected among other smartphone brands. TrendForce predict that due to the significant role that Apple plays in the American economy, Apple are likely to receive exemptions for their products.
Hewlett Packard Enterprise to acquire Cray for $1.3 billion 5/21/2019
Over the next three years the HPC segment of the market and associated storage and services is expected to grow from approximately $28 billion in 2018 to approximately $35 billion in 2021, a compound annual growth rate1 of approximately 9 percent.
Major U.S. supply chains to cut off Huawei 5/21/2019
Chipmakers including Intel Corp., Qualcomm Inc., Xilinx Inc. and Broadcom Inc. have told their employees they will not supply Huawei until further notice, according to people familiar with their actions. Alphabet Inc.’s Google cut off the supply of hardware and some software services to the Chinese mobile phone equipment giant,
Qualcomm and HiSilicon submitted order to fab 5G modem chips at TSMC 5/20/2019
TSMC has kicked off volume production for 5G modem chips for Qualcomm and HiSilicon, and is gearing up for production for MediaTek's Helio M70 5G modem in the second half of 2019, according to industry sources. All their first 5G modem solutions will be built using TSMC's 7nm process technology.
Intel to regain top silicon title from Samsung 5/20/2019
While Samsung held the full-year number one ranking in 2017 and 2018, Intel is forecast to easily recapture the number one ranking for the full-year of 2019, a position it previously held from 1993 through 2016.
5G to be the key driver for growth at STMicroelectronics 5/20/2019
Jean-Marc Chery, president & CEO, said that ST has ten "macro" programs that will contribute to its growth, boosted by 5G deployment. He added, “We are strongly convinced we will deliver $12 billion revenue second half of 2021.” ST believes that this can be supported by its current manufacturing infrastructure as well as an external foundry strategy.
New GaN LED design un-complicated large TV panels 5/20/2019
MicroLED displays promise exceptional image quality and better energy efficiency than existing liquid crystal display (LCD) and organic light-emitting diode (OLED) technologies.
China's Belt and Road Initiative is ricking up debts 5/17/2019
Developing nations have welcomed the initiative to increase trade by building ports and other facilities in a region the Asian Development Bank says needs $26 trillion of investment by 2030 to keep economies growing. But countries including Malaysia and Thailand have canceled or scaled back projects due to high costs, while some others are struggling to repay Chinese loans.
China to reduce semiconductor equipment purchase in 2019 5/17/2019
Many market watchers originally expected the proportion of China-based semiconductor players' equipment purchases to rise on year in 2019, but have recently revised their views, estimating the percentage to slip in 2019.
EDA companies diversified during down turn 5/17/2019
Synopsys has for several years been making inroads into the market for software security and software tools, snapping up more than 10 firms in this arena, from the acquisition of Coverity in 2014 to the acquisition of Black Duck Software in 2017. Cadence has been broadening its reach into the embedded software space, as evidenced by a strategic partnership with Green Hills Software in February that included Cadence taking a 16% stake in the firm.
IDC predicts IC market to start turn around Q3 5/17/2019
Sales this year are set to reach $440 billion compared with $474 billion in 2018, IDC said in a May 15 press statement. This year may mark the first decline after three years of growth.
Intel to hire 300 at New Mexico plant 5/16/2019
"The Rio Rancho site continues to be an important part of Intel’s global manufacturing network, and is manufacturing semiconductor products that are critical to Intel’s ability to secure, power and connect billions of devices and the infrastructure of the smart, connected world,"
China's factory output weakens 5/16/2019
Wednesday's unexpectedly weak data prompted suggestions Beijing needs to boost stimulus spending and bank lending to hit this year's official economic growth target of 6 percent to 6.5 percent.
Samsung to offer 3nm at its foundry service 5/16/2019
Samsung plans to begin risk production of one of two 3-nm GAA processes it plans to offer by the second half of next year, with mass production expected in 2021. The company plans to begin risk production of the next 3nm GAA process in 2021, with mass production expected in 2022.
Trump signed executive order to ban Huawei network equipment 5/16/2019
The order would appear to ban companies from buying equipment made by China's Huawei Technologies, which has come under fire for suspected ties to the Chinese government that raise the specter of espionage.
3D Printing to be an $8 Billion Market for Auto Industry by 2024 5/15/2019
3D printing (or Additive Manufacturing) will grow by 25% annually from 2018 to 2024, making it worth more than $8 billion by 2025, according to forecasts by Global Market Insights Inc.
Western Digital offers 64 layer TLC NAND for automobile applications 5/15/2019
The latest automotive storage devices are needed to address a range of applications, from digital clusters to V2X communications. ADAS systems and self-driving vehicles have massive storage requirements, and they require devices that can stand the heat… and cold.
Toshiba post $9 billion profit thanks to sale of memory unit 5/15/2019
Toshiba's net profit jumped 26.0 percent to 1.01 trillion yen ($9 billion), chiefly because of "profit from completion of the sale of the Memory business,"
U.S. electronic production up 6.2& admit trade war 5/15/2019
China electronics production is decelerating, with March 2019 3/12 growth of 8.2%, similar to 8.3% in February.This marks the first time China electronics production growth has slowed below 10% since November 2016.
YOur next iPhone to include A13 chip, new cameras and reverse charging 5/14/2019
September is when Apple typically unveils its new line of iPhones. There is little definitive news about the new flagship smartphone, but rumors say it'll have three rear cameras and reverse charging. No one is expecting to see a 5G version of the iPhone 11.
Taiwan's IC sector to grow 8.6% on Q2 5/14/2019
While the global semiconductor sector continues to work through inventory adjustments in the second quarter, the looming peak season for the consumer electronics industry should rekindle demand and boost the local semiconductor industry, which experienced a slow first quarter, with output falling 17.9 percent to NT$564.3 billion from the previous quarter.
SK Telecom to team with Microsoft on latest technologies 5/14/2019
SK Telecom CEO Park Jung-ho and Microsoft CEO Satya Nadella (pictured) have signed an MOU for cooperation in ICT, including 5G, artificial intelligence (AI) and cloud.
U.S. want enforcible trade deal 5/14/2019
Fed up with China for breaking past promises, the administration is insisting on provisions designed to force the Chinese to live up to any commitments they make in trade talks that entered an 11th round of talks.
Texas Instruments remains the top bird in the analog IC market 5/13/2019
TI’s analog chip sales grew by $900 million to reach $10.8 billion in 2018, giving the company 18% of the total analog IC market, according to the firm. ADI, meanwhile, increased its analog IC sales by 7% to reach $5.5 billion last year, good for 9% of the market.
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