Saturday, December 15, 2018

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Industry News
Semi equipment sales continue to decline 12/6/2018
Third quarter billings were down by 7% compared to $17 billion in the first quarter, the peak of the upcycle.
Activity in the manufacturing sector expanded in November 12/6/2018
Manufacturing expanded in November as the PMI registered 59.3 percent, an increase of 1.6 percentage points from the October reading of 57.7 percent. This indicates growth in manufacturing for the 27th consecutive month, led by strong new orders, production output and continued slowing supplier delivery performance.
Global 5G adoption predicted to be 2021 12/6/2018
5G mobility service will provide massive bandwidth, greater opportunities for connectivity and improved network reliability.
U.S. stock-index future rises on positive notes from China 12/5/2018
China’s positive remarks on Wednesday helped calm investors’ nerves. The gains, however, may not last long as both “China and the U.S. seem confused about the trade agreement.
British Telecom to keep Huawei off 5G 12/5/2018
New Zealand and Australia have stopped telecom operators using Huawei’s equipment in new 5G networks because they are concerned about possible Chinese government involvement in their communications infrastructure.
Computational Storage Technical Work Group to set computational storage standards 12/5/2018
The Computational Storage Technical Work Group (TWG) launched by the Storage Networking Industry Association (SNIA) will bring together member companies to create standards to promote the interoperability of computational storage devices and to define interface standards for system deployment, provisioning, management, and security.
Touch and Display chip demand grows 12/5/2018
TDDI chip demand is set to grow robustly next year, according . In particular, Android phone vendors are gearing up to promote their all-screen models mainly in the mid-range market segment next year, which will stimulate TDDI chip demand,
Amazon released some details on its Prime members 12/4/2018
One-day and same-day delivery is now available across 8,000 cities and towns, while two-hour delivery now reaches more than 30 major cities. The traditional Prime two-day shipping, meanwhile, is available across 100 million items.
Wearable market heats up when Xiaomi outsales Apple in watches 12/4/2018
In Q3, Xiaomi outsold Apple by over 2 million devices. Whether that trend will hold through the holiday sales season (traditionally a strong time for Apple sales) in Q4 2018 has yet to be seen.
ASML production will likely affected due to a fire at its supplier 12/4/2018
ASML did not expect any change in 2018 deliveries, but said it would lead to some product delivery delays in early 2019.
Semiconductor Capex spending to scale down 12/4/2018
The expected decline in capital spending was due to “the current softness in the memory market.
Stock market jumps on trade ceasefire 12/3/2018
The Dow soared more than 300 points on Monday after China and the United States reached a temporary trade truce. It's a big relief because the damaging trade war between the world's two largest economies was set to deepen in January.
Fujitsu offers new concept in 5G antenna 12/3/2018
The antenna provides speeds of more than 10Gbps across four simultaneous 2.5Gbps signals, using the millimetre-wave (mmWave) 28GHz 5G spectrum band, with 128 antenna elements.
Q3 chip sales broke record again 12/3/2018
Global semiconductor industry revenue grew 7.4% sequentially in the third quarter of 2018, reaching a record US$129.8 billion,
Argentina trade talk might have major implication on semiconductor future 12/3/2018
If Xi and Trump fail to make a deal other sites in China may be hit by US sanctions.
We have the first-mover advantage in 5G, Qualcomm CEO says 11/30/2018
"We think it's a big opportunity for us. We think the first mover gets the advantage, and we're going to be it."
Automotive electronics to grow strong 11/30/2018
Sales of automotive electronic systems are forecast to grow 7% this year, reaching $152 billion, before growing an additional 6.3% next year to reach $162 billion.
Amazon launched own custom AI chip challenging Intel 11/30/2018
Amazon’s so-called “Inferentia” chip announced on Wednesday will help with what researchers call inference, which is the process of taking an artificial intelligence algorithm and putting it to use, for example by scanning incoming audio and translating that into text-based requests.
Samsung to out sell Intel by 19% 11/30/2018
It is rojected that Samsung will have 2018 chip sales of $83.3 billion, 19% more than Intel. Last year, Samsung's chip sales total bested Intel's by about 7%.
Memory shipment growth has slowed to a trickle 11/28/2018
The three-month rolling average for chip sales growth slowed to 13.8% in January, the lowest level since November 2016, according to the World Semiconductor Trade Statistics organization.
Personal drone to take over private cars? 11/28/2018
"As this industry is rapidly expanding, it is important for us to anticipate market developments and be prepared for change,"
Amazon invested in startup low power device company that can help Alexa 11/28/2018
Always-on sensing is a type of functionality that enables internet of things devices to “wake,” while consuming less power. Consider how Amazon’s Alexa voice assistant waits to hear you say “Alexa” before taking any actions.
New Zealand halted Huawei 5G project in the country 11/28/2018
Action follows a ban in Australia, where the Chinese telecommunications giant was blocked in August from rolling out Australia's 5G network due to security concerns.
T-Mobile said the Sprint deal might close early as Q1 2019 11/16/2018
“The only remaining thing that is happening is depositions with the DoJ, which have started and will be completed in a few weeks,”
SK Hynix introduced 5.2Gbp DDR5 memory 11/16/2018
SK hynix said that despite using less power, the new DRAM boasts data transmission speed of 5,200 Megabits per second, a sharp increase from the DDR4 DRAM's 3,200Mbps.
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