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Average revenue per wafer for foundries heading downward 10/16/2018
IC Insights believes the big foundry companies are likely to be fierce competitors among themselves—especially TSMC and Samsung—and as a result, pricing will likely be under pressure through 2022.
As ASE Technology and customers looking for contingency plans to back out of China 10/16/2018
ASE's Wu said "There is no need for businesses to be overly pessimistic about it, as global economic activities are not dominated by any single country but by terminal markets."
Apple to acquire U.K.-based Dialog Semiconductors 10/16/2018
2018 revenue from Apple for PMICs is expected to be $875 million but will start declining from the second half of 2019.
3.3-inch Palm aims to be "phone" for your phone 10/15/2018
Palm is the latest retro brand, alongside BlackBerry and Nokia, to hitch a ride with Android in the hopes of making a comeback. It's most associated with the Palm Pilot, Palm Treo and Palm Pre. It resurrects that venerable gadget brand that popularized the concept of personal digital assistants in the days before the iPhone.
Google aims at total carbon-free energy 10/15/2018
They're now measuring how the hourly power use for each data center lines up with the hourly carbon-free supply in a given region (which bounces around due to the variability of renewables).
TSMC has contract with Apple into A13 processor through 2019 10/15/2018
TSMC is set to remain Apple's exclusive contract chipmaker fulfilling all orders for the next-generation A13 chip in 2019. TSMC has been the exclusive supplier of Apple's A-series chips since 2016.
Toshiba Memory engaged former Intel CFO as executive chairman 10/15/2018
The former Toshiba chipmaking subsidiary, is looking to strengthen overseas marketing while it prepares to go public in three years.
Microchip joins with Google to generate IoT development board 10/12/2018
Once connected, Google Cloud loT Core makes it easy to collect, process and analyse data to inform decisions at scale.
The federal government to tighten investment rules 10/12/2018
The Committee on Foreign Investment in the United States (CFIUS) reviews mergers and stock purchases to ensure they do not harm national security.
Micron to invest $100 million in AI startup 10/12/2018
Company believes it can ultimately sell more memory chips by expanding its involvement in artificial intelligence because the field deals with huge amounts of data that need to be stored on its products.
23 foreign Tech companies signed up to invest in Taiwan 10/11/2018
Taiwan has been running an industrial innovation program focusing on its Asia Silicon Valley Development plan, smart machinery, green energy, biotechnology, medical care, national defense, agriculture and circular economy since 2016.
DRAMeXchange see memory price decline in 4th quarter 10/11/2018
DRAMeXchange expects NAND ASPs to decline by 10% to 15% in the fourth quarter. DRAM rose only 1% to 2% in the third quarter and are forecast to decline by 5% or more in the fourth quarter.
U.S. wholesale prices rose a mild 0.2 percent last month 10/11/2018
Held down by lower food and energy costs, suggesting that inflation remains in check despite the economy's robust growth.
Google appeals EU court verdict 10/11/2018
The EU's executive Commission issued the fine in July after it found Google forced smartphone makers using Android to install the company's search and browser apps. The company also paid big phone makers to exclusively pre-install the Google Search app.
TSMC third-quarter revenues up 11.6% 10/10/2018
Market watchers have credited TSMC's better-than-expected revenues in the third quarter to a continued depreciation of the NT dollar, rather than robust chip orders.
Taiwan-based server motherboard makers to be pressured to leave China 10/10/2018
Clients are likely to want them to speed up the relocation following a recent Bloomberg report that claimed China implanted spy chips on Supermicro's server boards made in the country.
Intel unveils 9th Gen processor touted as "best gaming processor in the world" 10/10/2018
The 9th Gen K-Series chips, including the Intel Core i9 9900K, will run at 5 gigahertz when overclocked from the base speed of 3.6 gigahertz. The company tested the processor against the competition (Advanced Micro Devices’ Threadripper processors) and can claim, “The results are absolutely clear. It’s the best gaming processor in the world, period.”
Discovery of spy chips will lead to tighter chip validations 10/10/2018
Analysts said the impact of the reported spying will be substantial. “There’s going to be structural changes in how hardware gets validated, tested and approved across the supply chain
Macquarie Research thinks that Tesla is on the road to profit 10/9/2018
"Tesla appears on track for production targets & should be able to achieve profitability" in the second half of this year,"
Global foundry industry output to reach US$81.94 billion in 2023 10/9/2018
TSMC and other major pure-play foundries will continue expanding fab capacities through 2023, when the top-4 vendors will see their combined capacities reach 67,078,000 8-inch equivalent wafers annually representing a CAGR of 6.8% in the five-year forecast period.
Phone manufacturers are pressing Taiwan chip makers to lower prices 10/9/2018
Many Taiwan-based IC design houses have come under pressure to lower chip prices for their smartphone clients - mainly China-based ones - and have to find ways to cut manufacturing costs to maximize their profitability from the lower quotes.
Rumor of Chinese spies planted chips in servers forced companies to examine their supply chain 10/9/2018
“There’s going to be structural changes in how hardware gets validated, tested and approved across the supply chain following this. We’ve lost the trust factor -- and where something is made will get scrutinized until steps are taken to get that trust factor back."
Taiwan-based IC designers seen increased chip orders for Android smartphones 10/8/2018
Taiwan IC designers have seen their shipments to the China vendors rise significantly. Among them, MediaTek's AI-enabled Helio P60 chipset has seen increasing penetration in smartphone models sold in China.
Samsung still reaping record profit from memory bloom 10/8/2018
But sharp price slides for some types of chips have brought an end to a two-year super cycle of tight supply and soaring demand, and analysts expect the July-September quarter will mark a peak in earnings for the South Korean tech giant.
Companies deny report that hacker's microchips are embedded into servers 10/8/2018
ources told Bloomberg that the chips — about the size of a grain of rice and not part of the servers' original design — were inserted at factories run by manufacturing subcontractors in China. The attacks were made on servers sold by Supermicro, according to the report.
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