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Global NAND shipment down 3% 5/30/2018
Looking ahead to 2H18, stock-up demand related to the next iPhone release and the year-end busy season will stabilize prices of NAND Flash products. In fact, the NAND Flash demand from OEM has been constrained by surging prices for almost one year, so the latest development in price trend will spur OEMs in the PC and smartphone markets to upgrade the storage specifications of their upcoming products. In turn, the demand in the NAND Flash market will return to a state of healthy growth.
Samsung plans 3nm for 2021 5/30/2018
Samsung's GAA transistors are field-effect transistors (FET) that feature a gate on all four sides of the channel to overcome the physical scaling and performance limitations of FinFETs, including supply voltage.
China’s Anti-Monopoly Bureau discuss with Micron on DRAM prices 5/30/2018
China anti-trust laws provide for investigations of situation aimed at “limiting the amount of products for sale”.
Hong Kong Tencent Holdings vowed to support China semiconductor industry 5/30/2018
“The recent ZTE incident made everyone more clearly realize that however advanced one may be in mobile payment, without the mobile, the chips and the operating system, you still cannot compete,”
Reported China use the Qualcomm/NXP merger approval to trade for ZTE deal 5/30/2018
China’s review of Qualcomm’s largest-ever acquisition has languished amid an escalating trade fight between the world’s two largest economies, fueling concern that the NXP deal might become a bargaining chip.
U.S. proposed to put compliance officers inside ZTE 5/28/2018
"If we do decide to go forward with an alternative, what it literally would involve would be implanting people of our choosing into the company to constitute a compliance unit."
UMC to expand China fab. 5/28/2018
United Semi will build additional production capacity according to customer demand. UMC expects to see its overall revenues generated from the China market grow at a CAGR of 15% from 2018 to 2020.
China made semiconductor goal to be "made in China 2025" 5/28/2018
The world’s second-largest economy has big ambitions when it comes to Fabs, a crucial component of President Xi Jinping’s “Made in China 2025” policy.
Qualcomm put all AI developments under one group 5/28/2018
The reorganization reflects Qualcomm's doubling down on embedded artificial intelligence, which it argues can improve privacy for applications like voice-controlled speakers and save energy wasted sending information to the cloud.
California court ordered Samsung to pay $539 million in damages to Apple 5/25/2018
Samsung must pay about $533.3 million for infringing on three Apple design patents and about $5.3 million for infringing on two utility patents. The infringements in question occurred in Android phones Samsung sold in 2010 and 2011.
Chinese foundries work hard to transition towards sub-10nm process 5/25/2018
Semiconductor Manufacturing International (SMIC) and Huali Microelectronics, and memory foundry specialist Yangtze Memory Technologies (YMTC) are all gearing up for transition to sub-10nm process technology with respective deployments kicking off this year.
China starts to supply processor chips from domestic semiconductor makers 5/25/2018
China’s semiconductor industry, which relies on an annual US$200 billion of imports from the US, has been in the spotlight recently after ZTE, the nation’s biggest publicly-traded telecom equipment maker, was banned from buying key American components for seven years.
The chip world has to go “heterogeneous integration” (HI) 5/25/2018
HI is “a holistically integrated approach” that involves system design, algorithms, and software, together with different types of silicon dice such as SoC, DRAM, flashes, A-to-D/D-to-A, power management, security, and reliability control dices.
A startup works with Imec to shrink the SRAM cell 5/24/2018
A team from Unisantis and Imec is using the startup’s so-called Surrounding Gate Transistor with a 50-nm-minimum pillar pitch. The design is suited to a 5-nm SRAM.
TSMC starts production on Apple next generation chip 5/24/2018
The processor, likely to be called the A12 chip, will use a 7-nanometer design that can be smaller, faster and more efficient than the 10-nanometer chips in current Apple devices.
Wyoming bets on blockchain economy 5/24/2018
In March, Gov. Matt Mead signed four blockchain-friendly bills that arguably make the least-populated state friendlier to the technology than any other.
European economy still weak 5/24/2018
Purchasing managers' index for the eurozone — a broad gauge of business activity — fell in May to an 18-month low of 54.1 points from 55.1 the previous month.
A shortage on 200mm fab. capacity 5/23/2018
Amazingly, 200mm fabs are expected to remain viable at least until 2030 or so. As before, the challenge is to procure 200mm equipment, which is still in short supply.
Samsung and SK hynix plan to invest US$42 billion on semiconductor manufacturing 5/23/2018
Samsung and SK control more than two thirds of the DRAM market. DRAM chips, along with NAND flash memory, are commonly used in smartphones, PCs and portable game consoles.
STMicro steps up enviromental saving effort 5/23/2018
Absolute energy consumption decreased by 12% compared to 2016 in normalized terms. By the end of 2017, 26% of energy purchased by ST came from renewable sources. More than 91% of waste was reused, recovered or sent for recycling
Global demand on mobile DRAM surged in Q1 5/23/2018
According to DRAMeXchange, the worldwide market for DRAMs reached US$8.43 billion in the three-month period, up 5.3 percent from a year earlier.
Micron/Intel JV to announce Quad Level NAND 5/22/2018
Micron is now shipping the first solid state drive based on QLC NAND: an enterprise SATA drive branded the 5210 ION series.
Infineon to build $1.9 billion chip facility in Austria 5/22/2018
The plant will become the firm’s second facility after one in the east German city of Dresden that can make power chips on 300 millimeter-diameter wafers.
Samsung Foundary to setup R&D 5/22/2018
Samsung opened the R&D center under the crucial device solution arm, which oversees the company's critical chip business. The new center is focused on bolstering Samsung's capabilities in the foundry business.
Facebook agreed to use Qualcomm's 60GHz WiFi 5/22/2018
Facebook has agreed to use 60GHz technology from Qualcomm Technologies that harnesses unlicensed spectrum, and the pair will work with other partners — such as telecom operators and manufacturers — to ready the system for deployment.
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