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| Advanced Micro Devices Inc forecast robust business |
7/29/2021 |
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Although, AMD has been more constrained than rivals like Intel Corp by supply chain bottlenecks, including a shortage of raw materials like substrates, it has averted damage to revenue by selling its higher-end chips used in servers, PCs and notebooks.
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| Many new consumer applications are to come with 5G |
7/29/2021 |
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Immersion can come, for example, from multi-view–angle technology and can find some interesting practical implementations. One is virtual shopping, which could revolutionize the retail customer experience. Another strong developmental focus is cloud gaming, for which consumers need access to powerful platforms and for which strong, fast, low-latency communication is required. 5G coverage is an essential enabler for this specific, high-value, and rapidly developing application.
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| Intel discloses its course over the next few years |
7/28/2021 |
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That’ll be five nodes taking Intel into 2025. The roadmap the company just announced includes a new transistor architecture — a gate all-around variant Intel calls the ribbonFET; a new interconnect technology called PowerVia that uses the back of the wafer; and the announcement that Intel is contributing to an evolution of EUV technology with lithography specialist ASML.
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| SK hynix Inc. is confident that happy market days for memory is just ahead |
7/28/2021 |
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The world’s No. 2 memory chipmaker disclosed Tuesday that it posted an operating profit of 2.7 trillion won ($2.3 billion), up 103.5 percent on quarter and 38.3 percent on year. Revenue increased 21.5 percent on quarter and 19.9 percent on year to 10.3 trillion won. Net income was at 1.99 trillion won, up 100.3 percent on quarter and 56.5 percent on year.
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| MediaTek offers the Kompanio 1300T chipset for Android tablets |
7/28/2021 |
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Built upon TSMC’s 6nm process, this is an 8-core CPU that comes with an ARM Cortex-A78 cores plus Cortex-A55 efficiency cores, but MediaTek has not fully detailed the configuration. Graphic performance should be fairly solid with the usage of the ARM Mali-G77 MC9 GPU.
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| Apple reserved 100M A15 from TSMC |
7/28/2021 |
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The figure indicates potential expectations for a large-scale launch of the upcoming iPhone 13 lineup, with chipsets produced using TSMC's 5-nanometer process.
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| Intel CFO predicts CPU shortage starting at Q3 |
7/27/2021 |
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In fact, Intel’s chief financial officer, George Davis, has said there will be ‘acute’ supply problems in Q3 (from now through to September), following CEO Pat Gelsinger’s recent observation that the global chip shortage is likely to continue for one or two years, so perhaps until 2023.
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| Tsinghua Unigroup advertised for bail out partners |
7/27/2021 |
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It says: “The strategic investors should have operational capability and managerial experience in semiconductor and cloud businesses. They must be able to promote the development of our core businesses.”
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| Magna acquisition of Veoneer makes sense for the auto industry |
7/27/2021 |
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The rationale behind the deal seems obvious: Magna seeks ownership of technology that Veoneer calls “Collaborative Driving.” While everyone else was focused on self-driving, Veoneer quietly built a technology stack in partnership with Qualcomm.
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| Qualcomm and Foxconn launched the Gloria AI Edge Box |
7/27/2021 |
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“We anticipate broad areas of adoption of Foxconn Industrial Internet’s Gloria platform using our leading performance per watt AI solution, the Qualcomm Cloud AI 100. We expect customer adoption of Gloria to include a variety of environments such as retail centers, warehouses, datacenters, and factories.”
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| Emerging memory to occupy significant market |
7/26/2021 |
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Emerging memory types could become a $44 billion market by 2031 displacing NOR flash, SRAM and DRAM, forecasts a report from Coughlin Associates and Objective Analysis.
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| Fuel cost and pollution driven India towards EV |
7/26/2021 |
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The country expected to aggressively push toward electrification. Frost & Sullivan’s recent analysis, Indian Electric Vehicle Growth Opportunities, finds that mega trends such as rapid urbanization, rising fuel costs, traffic congestion, pollution, emerging economic growth, and energy security will drive EV adoption in the country in the next few years.
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| Modern NAND controller continue on their development |
7/26/2021 |
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Everyone’s used to the flash’s density-doubling every couple of years or so, but they don’t consider the fact that the controller gets increasingly complex at a similar rate,” said Jim Handy, principal analyst at Objective Analysis. This has allowed them to go from SLC, to MLC, to TLC, to QLC while getting faster, wearing better, and adding features.
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| Global PC market up 13% |
7/23/2021 |
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shipments of desktops and notebooks, including workstations, rose by 13% year on year to hit 82.3 million units, according to the latest Canalys data. Demand remains high, particularly due to a strong commercial segment, as the pandemic-driven urgency for consumers to get their hands on PCs is starting to wane.
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| TI meets quarterly estimate |
7/23/2021 |
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For the current quarter, the company sees revenue of $4.4 billion to $4.76 billion, and EPS in a range of $1.87 to $2.13 per share. That compares to consensus for $4.6 billion and $1.97 per share.
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| Infineon offers radiation hardened NOR for Xilinx FPGA |
7/21/2021 |
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Both the 256 Mb and 512 Mb RadTol NOR Flash non-volatile memories are a low-pin count, single-chip solution for applications such as FPGA configuration, image storage, microcontroller data and boot code storage.
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