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| Hewlett Packard Enterprise to acquire Cray for $1.3 billion |
5/21/2019 |
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Over the next three years the HPC segment of the market and associated storage and services is expected to grow from approximately $28 billion in 2018 to approximately $35 billion in 2021, a compound annual growth rate1 of approximately 9 percent.
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| Major U.S. supply chains to cut off Huawei |
5/21/2019 |
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Chipmakers including Intel Corp., Qualcomm Inc., Xilinx Inc. and Broadcom Inc. have told their employees they will not supply Huawei until further notice, according to people familiar with their actions. Alphabet Inc.’s Google cut off the supply of hardware and some software services to the Chinese mobile phone equipment giant,
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| Qualcomm and HiSilicon submitted order to fab 5G modem chips at TSMC |
5/20/2019 |
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TSMC has kicked off volume production for 5G modem chips for Qualcomm and HiSilicon, and is gearing up for production for MediaTek's Helio M70 5G modem in the second half of 2019, according to industry sources. All their first 5G modem solutions will be built using TSMC's 7nm process technology.
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| Intel to regain top silicon title from Samsung |
5/20/2019 |
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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.
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| 5G to be the key driver for growth at STMicroelectronics |
5/20/2019 |
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Jean-Marc Chery, president & CEO, said that ST has ten "macro" programs that will contribute to its growth, boosted by 5G deployment. He added, “We are strongly convinced we will deliver $12 billion revenue second half of 2021.” ST believes that this can be supported by its current manufacturing infrastructure as well as an external foundry strategy.
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| China's Belt and Road Initiative is ricking up debts |
5/17/2019 |
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Developing nations have welcomed the initiative to increase trade by building ports and other facilities in a region the Asian Development Bank says needs $26 trillion of investment by 2030 to keep economies growing. But countries including Malaysia and Thailand have canceled or scaled back projects due to high costs, while some others are struggling to repay Chinese loans.
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| China to reduce semiconductor equipment purchase in 2019 |
5/17/2019 |
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Many market watchers originally expected the proportion of China-based semiconductor players' equipment purchases to rise on year in 2019, but have recently revised their views, estimating the percentage to slip in 2019.
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| EDA companies diversified during down turn |
5/17/2019 |
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Synopsys has for several years been making inroads into the market for software security and software tools, snapping up more than 10 firms in this arena, from the acquisition of Coverity in 2014 to the acquisition of Black Duck Software in 2017. Cadence has been broadening its reach into the embedded software space, as evidenced by a strategic partnership with Green Hills Software in February that included Cadence taking a 16% stake in the firm.
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| IDC predicts IC market to start turn around Q3 |
5/17/2019 |
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Sales this year are set to reach $440 billion compared with $474 billion in 2018, IDC said in a May 15 press statement. This year may mark the first decline after three years of growth.
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| Intel to hire 300 at New Mexico plant |
5/16/2019 |
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"The Rio Rancho site continues to be an important part of Intel’s global manufacturing network, and is manufacturing semiconductor products that are critical to Intel’s ability to secure, power and connect billions of devices and the infrastructure of the smart, connected world,"
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| China's factory output weakens |
5/16/2019 |
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Wednesday's unexpectedly weak data prompted suggestions Beijing needs to boost stimulus spending and bank lending to hit this year's official economic growth target of 6 percent to 6.5 percent.
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| Samsung to offer 3nm at its foundry service |
5/16/2019 |
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Samsung plans to begin risk production of one of two 3-nm GAA processes it plans to offer by the second half of next year, with mass production expected in 2021. The company plans to begin risk production of the next 3nm GAA process in 2021, with mass production expected in 2022.
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| Western Digital offers 64 layer TLC NAND for automobile applications |
5/15/2019 |
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The latest automotive storage devices are needed to address a range of applications, from digital clusters to V2X communications. ADAS systems and self-driving vehicles have massive storage requirements, and they require devices that can stand the heat… and cold.
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| U.S. electronic production up 6.2& admit trade war |
5/15/2019 |
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China electronics production is decelerating, with March 2019 3/12 growth of 8.2%, similar to 8.3% in February.This marks the first time China electronics production growth has slowed below 10% since November 2016.
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| Taiwan's IC sector to grow 8.6% on Q2 |
5/14/2019 |
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While the global semiconductor sector continues to work through inventory adjustments in the second quarter, the looming peak season for the consumer electronics industry should rekindle demand and boost the local semiconductor industry, which experienced a slow first quarter, with output falling 17.9 percent to NT$564.3 billion from the previous quarter.
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| U.S. want enforcible trade deal |
5/14/2019 |
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Fed up with China for breaking past promises, the administration is insisting on provisions designed to force the Chinese to live up to any commitments they make in trade talks that entered an 11th round of talks.
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| Texas Instruments remains the top bird in the analog IC market |
5/13/2019 |
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TI’s analog chip sales grew by $900 million to reach $10.8 billion in 2018, giving the company 18% of the total analog IC market, according to the firm. ADI, meanwhile, increased its analog IC sales by 7% to reach $5.5 billion last year, good for 9% of the market.
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| Tariff war poses big challenges to China's president Xi |
5/13/2019 |
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The U.S. effort to win concessions from China on strategic industrial policies has put Xi's own prestige on the line. It also has cast into question the ruling Communist Party's social contract with the Chinese people: keeping authoritarian, one-party rule and ruling class privileges in exchange for delivering robust economic growth, better living standards and a higher global profile for China.
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