Sunday, July 25, 2021

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TI CFO warns of a supply pinch in the IC Industry 5/4/2021
Texas Instruments, which does more than 80% of its manufacturing internally, is working to increase its production capacity and will do that steadily throughout the year.
Intel allocates $3.5 billion for fab expansion 5/4/2021
The U.S. and Europe need to counter the subsidies governments provide the chip industry in Asia, Gelsinger said on “60 Minutes” Sunday night. He described the chip sector as an economic necessity and national security issue – especially given a global chip shortage that is constraining production of everything from laptop computers to automobiles.
TSMC chariman predicts auto chip shortage to be over by June 5/4/2021
Taiwan, home to a booming semiconductor industry, is front and centre of efforts to resolve that problem, and its chipmakers have vowed to ramp up capacity.
Global 5G Smartphone shipment grew 458% 5/3/2021
Ville-Petteri Ukonaho, Associate Director at Strategy Analytics, said, “Global 5G smartphone shipments soared by 458% year-on-year from 24 million units in the first quarter of 2020 to a record 133.9 million in Q1 2021.
Chipmaking equipment supplier to expand operation amid IC shortage 5/3/2021
BE Semiconductor (BESI) (BESI.AS) said on Friday it planned to boost its operations in the United States and Taiwan as its top customers ramp up investment to meet a surge in chip demand.
EU consider chip alliance instead of magafab approach 5/3/2021
The plan, which is at a very preliminary stage, may include a pan-European scheme known as an Important Project of Common European Interest (IPCEI), which allows EU governments to pump in funding under easier state aid rules, and companies to work together on the entire project,
Taiwan stopped recruit of China engineers citing risk of "brain-drain" 5/3/2021
“Due to geopolitical tension between the U.S. and China, China’s semiconductor development has suffered some setbacks and as a result China has become more aggressive in poaching and targeting top Taiwanese chip talent to help build a self-sufficient supply chain,”
Retail DDR5 memory modules is now market available 4/30/2021
Crucial's memory modules utilize integrated circuits (ICs) from Micron. The UDIMM module features a one-side design with four 2GB memory ICs, while the SO-DIMM module sticks to a dual-sided design with up to 16 memory ICs of the same size. According to JEDEC's specification, DDR5 is expected to push the envelop in terms of capacity. The expected ceiling is 128GB per module.
Fabless IC production constitute one third of semiconductor sales 4/30/2021
Over the long-term, IC Insights believes that fabless/system IC suppliers, and the IC foundries that serve them, will continue to be a strong force in the total IC industry landscape with their percentage share of the total IC market expected to reach the mid-30s over the next five years.
Qualcomm see strong profit on a rising handset demand 4/30/2021
For the quarter ended March 28, Qualcomm’s revenue increased to $7.9 billion, up 52 percent over the same quarter last year. Adjusted earnings rose 115 percent to $2.185 billion, or $1.90 per share.
Samsung's memory business continue to go great 4/30/2021
Samsung's net profit stood at 7.14 trillion won (US$6.4 billion) in the January-March period, up 46.2 percent from a year earlier, the world's largest memory chip and smartphone vendor said in a regulatory filing.
Foxconn wants to get into EV with Apple 4/29/2021
It’s a new chance for Foxconn to develop low-cost modules for electronics brand owners in much the same way as the company started making laptop computers for Apple and Dell decades ago.
SK hynix net profit up 53% 4/29/2021
The world's second-largest memory maker, SK hynix said the strong performance was driven by strong memory-chip demand across all applications and improved yield rates, which refers to the portion of flawless chips per production volume.
UMC to spend $3.59 billions on expansion Capex 4/29/2021
Co-president Jason Wang told an earnings call the expansion will take place at an existing UMC (2303.TW) facility in the Tainan Science Park, with production scheduled to start from the second quarter of 2023.
AMD first quarter result exceeds expectation 4/29/2021
The company cited health in its Ryzen PC chips, its EPYC server chips, and its Radeon GPU chips, against a backdrop of a continued strong PC market.
Intel Malaysia hosts the largest solar farm for internal usage 4/28/2021
The installation is achieving 4.1 MW in total installed capacity, which is provided by NEFIN, a renewable energy developer. The project is Intel’s largest solar farm outside the U.S. The solar project, which began in 2020.
NXP Semiconductors hit $2.6 billion in revenue 4/28/2021
The company reported a Q1 net income of $364 million, or $1.25 per diluted share. Revenue for the quarter was $2.567 billion, up 27 percent year-over-year.
European Union is planning to offer subsidies to chipmakers 4/28/2021
In an interview Monday with Germany's Frankfurter Allgemeine Zeitung, EU Commissioner for the Internal Market Thierry Breton said the chip shortage, particularly in its effect on the auto industry, had shown "how urgently we need to make our supply chains resilient."
GLOBALFOUNDRIES (GF) relocates headquarters to Malta, NY 4/28/2021
GF has invested more than $15 billion in its Fab 8 facility over the last decade to support innovation and manufacturing capacity. In 2021, the company is looking to double its planned investment to expand global capacity, with $500 million targeted for Malta, NY alone.
Samsung consider developing solar power plants in Texas 4/27/2021
The plants will be located in Milam county, the documents showed, less than two hours' drive from Austin where affiliate Samsung Electronics Co Ltd (005930.KS) has a chip factory and is considering building another at a cost of $17 billion.
TSMC builds addtional water purifications to ease drought effect 4/27/2021
TSMC is building a water purification plant in Tainan to come on-stream at the end of the year.
European Commissioner to meet chipmaker executives to discuss shortage 4/27/2021
"In parallel to exploring how we can increase Europe's capacity...we will continue to build bridges with international partners - but with us in the driving seat,"
Toshiba investors calling for review to find out how much it really worth 4/27/2021
3D Investment Partners, which owns a 7.2% stake in Toshiba, said in a letter to the company’s board that it believes running a full and fair sales process was essential to rebuilding trust with investors after a tumultuous period that has included an investor revolt and the resignation of former CVC dealmaker Nobuaki Kurumatani as chief executive officer.
CVC turns away from Toshiba acquisition 4/26/2021
Earlier, Toshiba had received a preliminary and non-legally binding proposal from CVC Asia for a private acquisition and takeover of the company. However, as the company felt that it was not a proper and feasible acquisition proposal.
TSMC set $2.89 billion Capex for capacity expansion 4/26/2021
In a brief statement, the world's largest contract chipmaker said its board had approved the spending "for the purpose of installing mature technology capacity".
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