|
 |
|
| India plays major role in AMD's turnaround |
8/31/2018 |
|
“India has become the number one market for AMD in the commercial PC segment. This is because of a combination of two things: winning government tenders and working with large corporations in India.”
|
|
|
| TV-related chips gains momentum |
8/31/2018 |
|
MediaTek, Novatek Microelectronics, Himax Technologies, ALi, Rafael Microelectronics and Weltrend Semiconductor all see sales generated from the TV and SoC sectors drive their overall revenue growth in the third quarter.
|
|
|
| Data center giant CyrusOne to move headquarters to Dallas |
8/31/2018 |
|
Developer Harwood International has inked a lease with CyrusOne (Nasdaq: CONE) for 49,809 square feet inside Harwood No. 10. More than 200 CyrusOne employees will work on levels 20 through 22 in the building, located in the Harwood District.
|
|
|
| New Mexico trade pack does away with "NAFTA" |
8/30/2018 |
|
No full text has yet been provided. On Friday, the Trump administration plans to send Congress a formal notice of the trade agreement. Not until 30 days after that would lawmakers likely receive a text of the deal.
|
|
|
| GDP grew at 4.2% on Q2 |
8/30/2018 |
|
The Commerce Department on Wednesday revised up its estimate of growth for last quarter from an initial estimate of a 4.1 percent annual rate. The second quarter marked a sharp improvement from a 2.2 percent gain in the January-March period.
|
|
|
| Micron to invest in domestic plant expansion |
8/30/2018 |
|
Micron said it would create 1,100 new jobs by 2030. The company said the investment is part of its long-term strategy to invest about 30% of its revenue in capital expenditures.
|
|
|
| UMC expands 80nm facility to fill touch sensor volume needs |
8/29/2018 |
|
UMC's 80nm process technology adopted by many Taiwan-based TDDI chip providers had monthly production capacity maintained at about 20,000 wafers in the first half of 2018, and the planned process expansion is set to help these TDDI chip suppliers ramp up their shipments starting the fourth quarter.
|
|
|
| AT&T downgraded on concern of complex Warner merger |
8/29/2018 |
|
There are “many new balls to juggle (and invest in) with Time Warner assets,” the analysts said. “Entering a new sector by owning media content, AT&T is destined to learn maintaining the content machine (and the talent behind it) is not inexpensive.”
|
|
|
| Majority of semi Capex goes to Memory in 2018 |
8/29/2018 |
|
The total for NAND capex would represent an increase of 13% over 2017, when NAND flash capex grew by 91%. Meanwhile, the report forecasts that capital spending for DRAM and SRAM will increase more than any other industry segment, growing 41% in 2018 after an 82% increase last year.
|
|
|
| Globalfoundries to skip 7nm process |
8/29/2018 |
|
It would have cost GF $2-4 billion to ramp up the 40-50,000 wafers/month capacity needed to have a chance of making a return on the node.
|
|
|
| Qualcomm plans operations center in Taiwan |
8/28/2018 |
|
Qualcomm senior vice president Jim Cathey on Friday last week said that the company is to set up a Center for Operations, Manufacturing Engineering and Testing in Taiwan as a hub for the firm to extend its reach overseas.
|
|
|
| Huawei to announce new model phone with 7nm HiSilicon SOC |
8/27/2018 |
|
The HiSilicon Kirin 980 SoC is reportedly manufactured by TSMC using the foundry's 7nm FinFET process. The SoC features four Cortex-A77 cores along with four Cortex-A55, and 24-core Mali-G72 GPU. It comes with LPDDR4X DRAM memory.
|
|
|
| Global chip sales hit record again at $120.8 billion |
8/24/2018 |
|
"The explosive growth in enterprise and storage drove the market to new heights in the second quarter. This growth contributed to record application revenue in data processing and wired communication markets as well as in the microcomponent and memory categories."
|
|
|
| Apple/Qualcomm dispute continue |
8/24/2018 |
|
At their peak, Qualcomm’s chip sales to Apple were projected to be worth about $2.1 billion in 2016, or about 13% of its total revenue. Apple paid Qualcomm about $2.8 billion in royalties that year, then cut off the payments in early 2017 after it filed suit.
|
|
|
| Apple takes risk with sole source from TSMC |
8/24/2018 |
|
Apple will be risking the regular launch of new iPhones and iPads by counting on TSMC for production of follow-up processors to the A11 without a backup supplier. TSMC, on the other hand, will depend on Apple to fill up nearly 80 percent of its leading-edge 7nm capacity.
|
|
|
|
