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Apple shares down as TSMC questions on forward chip demand 4/20/2018
TSMC, the world’s largest contract chipmaker and a major Apple supplier, revised its full-year revenue target to the low end of its earlier forecast. “Apple represents nearly 20 percent of TSMC’s revenue so the outlook potentially points to weaker-than-anticipated iPhone demand,”
Intel continue to invest in 3D NAND development 4/20/2018
For years, Intel worked with memory maker Micron to develop new generations of NAND flash technology, a type of non-volatile memory that's commonly used for computer and data center storage. Earlier this year, though, Intel announced that it would be parting ways with Micron and going at the development of future NAND flash technologies alone.
Intel to close its New Devices Group, stoping augmented-reality glasses developement 4/20/2018
The Information first reported the plans on Wednesday, noting they could result in layoffs and that the group had 200 employees earlier this year.
Facebook to build its own chips 4/20/2018
Facebook is looking for candidates that can help build systems-on-chip (SoCs) and application-specific integrated circuits (ASICs). SoCs are the main processors that handle most workloads in mobile devices, while ASICs tend to be dedicated to specific tasks.
China-based Fujian Jin Hua, another DRAM Fab, to come online soon 4/19/2018
Fujian Jin Hua Integrated Circuit will complete equipment move-in as early as July, paving the way for volume production in the third quarter of 2018.
China-based Innotron Memory is installing equipment for DDR4 DRAM production 4/19/2018
Innotron will start trial production of 8Gb DDR4 chips at the end of 2018. Innotron expects to enter volume production of the memory with monthly capacity reaching 20,000 wafers in 2019.
U.S. promised WTO to discuss with China on tarriff issues 4/19/2018
China requested the discussions about U.S. tariffs on steel and aluminum imports that the administration has defended on national security grounds.
The case of Internet sales tax comes into focus again 4/19/2018
More than 40 states have asked the Supreme Court to abandon its current sales tax collection rule , saying that as a result of it and the growth of internet shopping, they're losing billions of dollars in tax revenue every year.
Samsung's folding tablet technology can be a challenge to Apple 4/18/2018
There’s clearly a race amongst Android manufacturers - and Apple - to be the first to launch the next generation of smartphones. Samsung might not be the first, but it could easily be the best.
Foxconn said it will slow down M&A to focus on quality China manufacturing 4/18/2018
Foxconn said it will scale back from mergers and acquisitions and expend more energy in developing smart manufacturing opportunities in China once it completes the purchase of a domestic semiconductor and display facility builder.
China-based handset brands have ramped up Android chip orders 4/18/2018
MediaTek claimed that the issue of high inventory levels that had been plaguing the handset supply chain in China previously has been resolved.
IC sales ban to ZTE to hurt some U.S. vendors 4/18/2018
“If you look at ZTE it sells around 45 million smartphones per year globally, and almost half of them have Qualcomm chips,”
iPhone's peak sales in China might not returen any time soon 4/17/2018
"It's doubtful China returns to its 2015 peak as local brands have caught up and upgrade cycles are lengthening," analyst Steven Milunovich wrote in a note to clients Monday.
Commerce Department bans US companies from selling components to ZTE 4/17/2018
The ban lasts for seven years and comes into effect after ZTE allegedly violated the terms of a 2017 settlement.
ARM denies involvement on potential Qualcomm bid 4/17/2018
Arm said in a statement provided to CNET that CNBC's report was inaccurate. "There have been no discussions between Arm and Paul Jacobs on any potential acquisition of Qualcomm," Arm said.
IC manufacturers are racing to reach the next generation process 4/17/2018
Samsung, lagging behind TSMC by around one year in 7nm node, is fully gearing up to shorten the lead time for 7nm volume production and expand purchases of advanced equipment and materials.
Apple: No more reliance on Intel chips 4/16/2018
Media sources reported that technology giant Apple is planning to replace Intel Corp. processors in its Macs with its own chips starting in 2020.
China delays Qualcomm's bid for NXP 4/16/2018
It is understood that the turbulent trade relationship between the United States and China have been prolonging the Chinese regulatory reviews over the two negotiations.
Broadcom announced $12 billion stock buyback 4/16/2018
The company has about 411 million outstanding shares and a market value of about $98.71 billion.
Former Qualcomm's chairman is assembling group to take Qualcomm private 4/16/2018
One of the potential investors is mobile chip designer ARM, which SoftBank bought in 2016 for more than $30 billion.
Dell/EMC is onboard with Intel to add FPGA accelerators on their servers 4/13/2018
Intel's idea is to pair its Xeon server processors with the Arria 10 GX FPGA and the Intel Acceleration Stack for Intel Xeon CPU with FPGAs to boost performance and power efficiency.
Asian economies is growing and trade war can reverse it 4/13/2018
Developing Asian economies will expand at a slightly faster pace this year than earlier forecast, but trade tensions with the U.S. pose a major risk, the Asian Development Bank said Wednesday.
Consumer prices rose 2.4 percent from a year earlier 4/13/2018
Excluding the volatile food and energy categories, core prices ticked up 0.2 percent in March and 2.1 percent from a year ago. That was the biggest annual increase for core prices since February 2017.
Nanya hit record revenue again 4/13/2018
Nanya's revenues for March 2018 were also the highest levels since January 2007. A ramp-up of 20nm chip output and rising ASPs led to the positive results.
Global NAND capacity are rising 4/12/2018
DRAMeXchange in its January 2018 report already warned of a potential oversupply of NAND flash memory in 2019, as major chip vendors carry out their expansion projects.
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