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| Can the U.S. truly abandon Huawei ? |
8/23/2019 |
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“Each company is impacted differently based on their specific products and supply chains, and each company must evaluate how best to conduct its business and remain in compliance.”
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| Recent memory landscape alters IC sales ranking |
8/22/2019 |
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While Samsung held the full-year number one ranking in 2017 and 2018, Intel is forecast to easily recapture the number one ranking for the full year of 2019, a position it previously held from 1993 through 2016. With the collapse of the DRAM and NAND flash markets over the past year, a complete switch has occurred.
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| AI opens the opportunity for new memories |
8/22/2019 |
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The AI landscape is a fertile ground for innovative memories with unique and improving characteristics and presents opportunities in both the datacenter and at the edge. New memory technologies can meet the demand for memory that will allow edge devices to perform DL tasks locally by both increasing the memory density and improving data access patterns, so that the need for transferring data to and from the cloud is minimized. The ability to perform perception tasks locally.
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| 5G handsets arrive at the Chinese market |
8/22/2019 |
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After half a year of market downturn, major mobile phone manufacturers are looking forward to using 5G communication products to reactivate consumer enthusiasm. First-tier manufacturers including Huawei and Samsung Electronics will release 5G new mobile phones in August, and the entire consumer electronics industry chain is expected to enter the peak of stocking.
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| Micron offers 16Gb of low-power LPDDR4X for smartphones |
8/21/2019 |
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Micron LPDDR4X is available in a UFS-based multichip package (uMCP4) to address the needs of mobile device manufacturers seeking low power for extending battery life and smaller dimensions for designing devices with thin, attractive form factors. Micron has begun volume shipments of its LPDDR4X and uMCP4, leading the industry’s transition to 1z nanometer node.
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| IBM proposed a new interface to pack more memory into servers |
8/21/2019 |
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Open Memory Interface (OMI) will enable packing on a server more main memory at higher bandwidth than DDR, and as a potential Jedec standard could rival GenZ and Intel’s CLX. OMI basically removes the memory controller from the host, relying instead on a controller on a relatively small DIMM card.
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| Moore’s Law 'Impractical' for China |
8/21/2019 |
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This is a long and bumpy road with heavy investments, long cycles, mounting technology obstacles and demanding competitiveness in product markets. Most semiconductor enterprises in China are focusing on their survival and profit. It's impractical to force them in following the Moore’s Law [in pursuit of finer geometries] or try the IDM model for memory volume production.
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| When Apple talks, Trump listen |
8/20/2019 |
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Trump said Cook made a “good case” about the difficulty in competing with Samsung if Apple products are subject to import tariffs. “I thought he made a very compelling argument.” Apple will be hit by tariffs because it makes the majority of its devices in China before importing them to the U.S. and other parts of the world.
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| DoC announced an extension of its Temporary General License to Huawei |
8/20/2019 |
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DoC announced an extension of its Temporary General License (TGL), which affords people and companies a limited time use of goods from Huawei and affiliate companies in order to essentially wean them off of Huawei networking equipment. The license, which offers “narrow exceptions” is set to expire 90 days from today.
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| Facial recognition tested out in London |
8/20/2019 |
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Facial recognition technology can help Brits order an estimated 78 million more pints of beer per year, and the scary includes train commuters and workers being tracked using facial recognition at a major London train station without them knowing it.
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| Global DRAM memory industry dropped 9% in Q2 |
8/19/2019 |
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Falling chip prices dragged down the industry's total output value during the quarter, said DRAMeXchange. The industry posted US$14.84 billion in output value during the second quarter, down 9.1% from US$16.33 billion in the prior quarter.
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| Hong Kong protest affects supply chain |
8/19/2019 |
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Regarding the supply chain, a small amount of emergency materials have been affected. Hong Kong is one of the world's largest free trade port cities and an important gateway for economic and trade exchanges between the Chinese mainland and the world. As an important channel for international air logistics, Hong Kong Airport is strategically irreplaceable.
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| Micron continue to staff up Singapore facility |
8/16/2019 |
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The technology firm has already added 600 jobs this year with the new expansion. It expects to add a further 1,500 jobs for its Singapore operations over the next few years.
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| AMS re-enter bid to buy Osram |
8/16/2019 |
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This is the second attempt by AMS to acquire Osram this year. It ended its first attempt to buy Osram in July saying it didn’t see "sufficient basis" to proceed with its offer. Over the weekend, however, AMS decided to revive its bid. If successful, the combined company would have a broad portfolio of sensor solutions and photonics with approximately €5 billion of revenue.
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| Wafer level packaging in demand with 5G deployment |
8/15/2019 |
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5G-enabled phones will require wafer-level backend services. Suppliers capable of providing wafer-level backend services will find their role more important than that of module assemblers when making 5G devices, according to industry sources.
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