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| Samsung supplied 49% of the smartphone memory |
7/13/2021 |
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Samsung’s 49% share (DRAM & NAND) was followed by Hynix and Micron according to SA’s report, Smartphone Memory Market Share Q1 2021: Samsung Memory Captures Top Spot with Samsung, Hynix and Micron taking an 80%+ revenue share in the Q1 smartphone memory market.
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| Cirrus Logic to purchase Lion Semiconductor |
7/12/2021 |
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This acquisition will bring with it unique intellectual property and products for power applications in smartphones, laptops and other devices and accelerates growth of Cirrus Logic's high-performance mixed-signal business.
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| Large part of the proposed semiconductor hi-tech fund will go to TSMC |
7/12/2021 |
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The US Innovation and Competition Act (USICA), endorsed by the White House and passed by the Senate, would allocate large-scale funding for domestic chip production to alleviate supply chain crunches and ensure dependable semiconductor sourcing. The bill is awaiting passage by the US House of Representatives.
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| Multi sensors on smartphone defines its memory requirements |
7/12/2021 |
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Western Digital announced its second-generation UFS 3.1 storage solution for 5G smartphones, the iNAND MC EU551. It’s also aimed at supporting emerging applications such as gaming, augmented reality/virtual reality, and ultra-high-resolution cameras for burst mode photography.
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| SMIC gives up some foundry customers to concentrate on 14nm development |
7/9/2021 |
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China's growth in the semiconductor industry is not without challenges. Chip manufacturing is a highly complex process requiring great precision and typically takes several years to gain expertise and acquire specialized skills to mass-produce chips. Nevertheless, in spite of facing several technical challenges, the country is on track to realize its goal of mass-producing 14nm chips in 2022.
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| Boris Johnson to review risk of selling Newport Wafer to the Chinese |
7/9/2021 |
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“We have to judge whether the stuff that they are making is of real intellectual property value and interest to China, whether there are real security implications,” the PM told MPs, “we are looking into it. I have asked the national security adviser to review.”
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| Samsung realized $11 billion quarterly profit |
7/8/2021 |
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Samsung reported a likely 53% jump in second-quarter operating profit, beating market estimates on the back of strong chip prices and demand despite lower smartphone sales.
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| Intel wants to renew development base on "Sandy Lake" and "Sky Bridge" architects |
7/8/2021 |
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Intel announced that it is bringing back another one of its famed chip architects, 28-year veteran Shlomit Weiss. Weiss will lead all of Intel's consumer chip development and design. Weiss returns to Intel after a four-year stint as Mellanox/Nvidia's Senior VP of Silicon Engineering, where she ran the company's networking chip design group, a team of more than 1,000.
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| Laptop chip supply to ease in 4th Quarter |
7/7/2021 |
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But notebook demand is expected to drop significantly in the fourth quarter; the pandemic will gradually come under control; and additional production capacity for ICs will become available. Component shortages are expected to improve dramatically then.
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| Demand on Mobile DRAM pushes memory sales to new record in 2021 |
7/6/2021 |
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Global DRAM revenues rose to $19 billion in the first quarter of 2021, increasing by a solid 30% year-on-year (YoY) and 9% quarter-on-quarter. Distance education and work from home (WFH) continued propelling a substantial demand for smartphone and laptop DRAM, resulting in a 6% growth in bit shipment and a 3% rise in ASP over the previous quarter.
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| Marvell offers the OCTEON 10 DPU 5G chip with 5nm process |
7/6/2021 |
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According to Marvell it delivers three times the performance and 50 percent lower power compared to previous generations of OCTEON, an it is the first solution to be designed on a 5nm process to incorporate Arm Neoverse N2 cores.
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| TSMC's aggressive expansion has gone beyond its water and energy supply |
7/6/2021 |
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The Taiwanese company was only able to reduce the amount of water used during wafer fabrication by 8.9 percent, which fell short of its target, a 10 percent decrease, according to the TSMC report. Nikkei pointed out that TSMC’s daily water usage had jumped 25 percent to 193,000 tons in 2020.
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| Qualcomm to put bigger push on laptops |
7/5/2021 |
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Qualcomm Chief Executive Cristiano Amon told Reuters on Thursday he believes his company can have the best chip on the market, with help from a team of chip architects who formerly worked on the Apple chip but now work at Qualcomm.
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| EU approved AMD's acquisition of Xilinx |
7/5/2021 |
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"The proposed transaction would raise no competition concerns in the European Economic Area given the absence of horizontal overlaps and vertical relationships between the activities of the companies,"
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| CEO Sanjay Mehrotra paints a rosy picture for Micron memories |
7/5/2021 |
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“The markets today are more diversified than ever. Automotive, electric vehicles requiring more memory and storage — actually becoming data centers on wheels in the future — and certainly smartphones, data centers, gaming, industrial applications” are all contributing to increased need for chips.
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| Apple and Intel are preparing to use TSMC 3nm process |
7/5/2021 |
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Apple and Intel are testing their chip designs with TSMC's 3-nanometer production technology, according to several sources briefed on the matter, with commercial output of such chips expected to start in the second half of next year.
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