Saturday, March 28, 2020

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Industry News
Micron is optimistic on memory demand 3/27/2020
Micron Technology Inc. predicted stronger-than-expected revenue helped by a surge in orders from data center operators who are building more capacity to deal with the expansion of people working from home.
SIA pushes semiconductor classification as "essential business" 3/27/2020
The SIA has written to President Trump and government bodies asking them to designate the semiconductor industry as “essential business” allowing companies to continue to operate in spite of shutdowns.
U.S. Airlines to get help from Virus Bill 3/27/2020
AIRLINES: Airlines could get a key part of their request — cash grants from taxpayers — under the massive spending bill. The deal includes $25 billion in direct grants and up to another $25 billion in loans or loan guarantees to passenger airlines.
Auto manufacturers push to restart in April 3/27/2020
Auto companies, like other businesses, are trying to manage their way through the coronavirus crisis, which has forced factories to close amid employee concerns that they could catch the virus while working close to others at factory work stations.
TI kept manufacturing and R&D open during "shelter in place" 3/26/2020
“Employees who work in our manufacturing operations and some employees in our engineering labs continue to report to work as their roles are essential to meet customer needs.”
Samsung Electronics shipped one million 10nm-class DRAM on EUV process 3/26/2020
Samsung expects to begin volume production of D1a-based DDR5 and LPDDR5 in 2021, which would double manufacturing productivity of the 12-inch D1x wafers.
Big-ticket item order was up before the coronavirus interuption 3/26/2020
The Commerce Department said Wednesday durable goods orders rose 1.2% last month, rebounding from January when orders had shown a tiny 0.1% gain. However, with all the shutdowns that have occurred as authorities try to deal with the coronavirus, economists are looking for weak reports in coming months.
Medical glove factories operating at half capacity 3/26/2020
The Malaysian government ordered factories to halt all manufacturing starting March 18. Then, one by one, those that make products deemed essential, including medical gloves, have been required to seek exemptions to reopen, but only with half of their workforce to reduce the risk of transmitting the new virus.
Europe to use cellphone app to track movement of virus carriers 3/25/2020
The tools in question are apps that would use real-time phone-location data to track the movements of virus carriers and the people they come in contact with. The aim would be to develop a better sense of where infections are flaring up, how they are spreading and when health authorities need to order quarantines and related measures to limit the spread of COVID-19.
UMC and Faraday Technology jointly announced 28nm, 28Gbps SerDes PHY 3/25/2020
The CEI-25G-LR compliant SerDes solution comes with a programmable architecture that supports data rates of up to 25Gbps across long-reach channels. Additionally, it supports multiple protocol standards, including 25G/100G Ethernet, PCIe Gen1-4, and JESD204B/C. The IP is also the only 28G SerDes solution to support xPON applications in the industry.
Foundrys reported 30% increase in business during Q1 3/25/2020
Regarding the major foundries’ performances in 1Q20, TSMC ranks first in terms of revenue. Some of its 7nm process node capacities have been booked in advance by its clients, providing a steady influx of orders for TSMC. Even with adjustments to some of its wafer starts, the demand from TSMC’s subsequent client orders is projected to fill the gaps in wafer starts, meaning the foundry will continue to maintain the maximum level of 7nm process node capacity utilization.
Micron to offer Multichip package solution for 5G phones 3/25/2020
Micron recently began sampling a universal flash storage (UFS) multichip package (uMCP) with low-power DDR5 (LPDDR5) DRAM. Designed to fit on slim and compact midrange smartphone designs, the company’s uMCP provides the high-density and low-power storage that will allow users to benefit from the applications and capabilities that come with 5G,
"Work at Home" order increase demand for laptop and networks 3/24/2020
Many firms have withdrawn earnings forecasts, anticipating a drop in consumer demand and economic slump, but performance at electronics retailers and chipmakers is hinting at benefits from the shift in work culture.
State of the economy: who's hiring and who's firing? 3/24/2020
Governments attempt to stabilize their economies, companies struggle to cope and millions of people face job losses and disruptions in supplies of goods and in services.
IBM offers super computer to virus research 3/24/2020
IBM today announced that it will help coordinate an effort to provide over 330 petaflops of computing power to scientists researching COVID-19, which has sickened over 300,000 people. The company anticipates that the capacity will be used to develop algorithms that assess how COVID-19 is progressing and to model potential therapies in pursuit of a possible vaccine.
Qualcomm is optimistic on chip rebound 3/24/2020
The chip maker will benefit from the long-term 5G investment cycle, according to Canaccord Genuity, as Apple re-enters the model for shipments and global demand for smartphones improves.

Electronics content in smartphones has been increasingly steadily, and 5G will only extend that trend.

Intel and Cornell University developed an “electronic nose” 3/23/2020
The experiment shows that electronic nose systems could take advantage of neuromorphic computing’s easy/quick training (‘self-learning’) and low power operation, and allows some interesting insight into one potential use case of neuromorphic technology.
SK hynix to work on reducing semiconductor production costs 3/23/2020
Sharing this year's business plan with investors, CEO Lee Seok-hee said the company, which mainly sells DRAM and NAND flash memory chips, will concentrate on "building up muscle" by pursuing low production costs and raising asset efficiency.
Spirits maker Pernod Ricard USA to manufacture sanitizer 3/23/2020
"Our company is proud to support the efforts of the Administration and communities across the country in fighting the COVID-19 pandemic," said Ann Mukherjee, Chairman and CEO, Pernod Ricard North America.
Ford suspending dividend and secured addition line of credit 3/23/2020
Ford Motor Co. withdrew its financial guidance for the year Thursday. The cash Ford saves will be used to offset the impact on working capital due to factory shutdowns. On Wednesday Ford and other automakers announced that they will close all of their North American factories in the coming days.
Apple is moving its tablet towards a latop computer 3/20/2020
Apple’s new iPad brings PC-like trackpad capabilities for the first time, as the company seeks to make its tablet even more like a laptop computer. Apple says the trackpad will offer more precision than fingers in selecting text and switching between apps.
Chinese factories to run short of advanced semiconductor parts 3/20/2020
Chinese manufacturers assemble more than 80% of smartphones for Apple, Samsung and other brands, half of the world’s personal computers and a big share of home appliances and other goods. But they need U.S. processor chips and other high-value components.
Auto manufacturers to close plants and idle 150,000 3/20/2020
Detroit's three automakers said their closures would begin this week, while Honda and Toyota will start next week. Nissan will close U.S. plants starting Friday. Closings will run from a few days to over two weeks,
3D printing comes into use for generating much needed medical equipment parts 3/20/2020
Isinnova Founder and CEO Cristian Fracassi brought a 3D printer to the hospital and within a few hours he reengineered the missing piece and started printing.The valve was tested and it worked. As of Friday, March 14, 10 patients had CPR machines with 3D printed valves.
Samsung see memory prices recovering while smartphone slumps 3/19/2020
“The global smartphone market was expected to turn to growth this year, but with virus showing signs of being prolonged, the smartphone market is contracting. But 5G smartphone demand is expected to rise,” Koh Dong-jin, president of Samsung’s mobile and network business, told the annual general meeting in Seoul.
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