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KLA-Tencor acquires diverse Israel company, Orbotech 3/21/2018
The firm says will help diversify its revenue base and add $2.5 billion of addressable market opportunity in high-growth printed circuit boards, flat panel displays, packaging and semiconductor manufacturing.
Server DRAM prices continue to rise due to high demand in China 3/20/2018
Suppliers are progressing towards the specification of 32GB RDIMM. DRAM supply will grow by only 4% compared with 4Q17 in order to ensure sales by favorable prices. In 2Q18, as domestic server demand from China rises, the server DRAM prices will continue to rise, says DRAMeXchange.
Special foundry customized to niche process 3/20/2018
The SkyWater 200mm foundry in an office park outside the Mall of America in Bloomington, Minnesota, shows avenues for growth making semiconductors at 90nm and larger nodes.
China is certain that it can meet its own semiconductor production needs 3/20/2018
China wafer foundry houses still technologically lag far behind first-tier players although they will surely grow into strong competitors in the long run, according to MC Chiu, chairman of Taiwan-based Gudeng Precision Industrial, a supplier of photomask and wafer handling solutions and equipment.
5G and AI could lead semi industry to $500 billion 3/20/2018
A new round of growth mainly driven by AI and 5G technologies and applications and may challenge US$500 billion in the foreseeable future according to Ajit Manocha, president and CEO of SEMI.
Notebook shipment recovers some 3/19/2018
“Looking into the second quarter, we expect total notebook shipments of 29.7 million units (up 10 percent quarter-on-quarter, but down 5 percent year-on-year), reaching the high end of the historical range since 2013 with a 3 to 10 percent increase quarter-on-quarter,” the Morgan Stanley analysts said.
Micron's CEO Sanjay Mehrotra cites high barriers to entry for Chinese suppliers 3/19/2018
"To be a meaningful player, you need leading-edge technology, you need intellectual property, you need a large scale of production, you need product design, product specifications that meet customer application requirements, and you need quality,"
ChipMOS found business on niche-market DRAM and NOR flash packaging 3/19/2018
ChipMOS' production capacity for COF packaging is estimated at 6,500-7,000 wafers monthly. Demand for 12-inch fine-pitch COF packaging has been strong, said company chairman.
Broadcom: We're open to looking at anything that helps 3/19/2018
While revenue rose 28%. Broadcom CEO Hock Tan expressed a willingness to pursue new acquisition targets in the wake of the failed Qualcomm bid,
ChipMOS profit tumbled on order cuts by Micron 3/16/2018
Net profit plunged to NT$163 million (US$5.58 million) from NT$613.9 million the previous year, with earnings per share (EPS) dipping to NT$0.19 from NT$0.72.
Semi market forecast revised up 15% 3/16/2018
Just as strength in the memory chip market drove the broader chip market last year, the same trend is holding true early in 2018. IC Insights (Scottsdale, Ariz.) dramatically increased its forecast for DRAM sales growth to 37 percent from 13 percent and lifted its forecast for NAND sales growth to 17 percent from 10 percent.
In spite of failed Broadcom/Qualcomm merger, more semi M&A are coming 3/16/2018
If Broadcom bought Qualcomm the combined company could have held a 59 percent share in Wi-Fi, 46 percent in Bluetooth, 67 percent in location chips and 41 percent in RF, he estimated. Such dominance is “unheard of…[and] an unhealthy practice.
Globalfoundries now delivers 90nm silicon photonics on 300mm wafer 3/16/2018
Globalfoundries (GF) says it has qualified the first 90nm manufacturing process using 300mm wafers. The foundry has also revealed plans to move to 45nm in order to deliver higher bandwidth and better energy efficiency.
As prices drop, more Notebook incorporated SSD 3/15/2018
Solid-state drives (SSDs) will be featured in more than half of notebook PCs produced by OEMs for the first time this year as the result of falling prices
Samsung to expand NAND fab in China 3/15/2018
The South Korean tech giant plans to start the construction to expand the facilities in Xian later this month, with Kim Ki-nam, the head of Samsung's crucial chip business, participating in the groundbreaking ceremony with Chinese provincial officials.
European Union seeking compromise on Trump tarriff 3/15/2018
EU Council President Donald Tusk put it succinctly in a Twitter message: "Make trade, not war, Mr President" and added that "Instead of trade war, we should go back to EU-US trade talks now."
U.S. wholesale prices rose 0.2 percent in February 3/15/2018
The Labor Department said Wednesday that the February increase in its producer price index was half January's 0.4 percent gain. Producer prices, which show inflation before it reaches consumers, have risen 2.8 percent over the past year.
Intel now has interest in acquiring Broadcom 3/14/2018
Intel has been working with advisors since late last year to formulate an acquisition strategy to offset Broadcom's bid, which if ultimately successful would further redraw a semiconductor industry landscape already undergoing drastic changes.
Reliability is life-and-death on autonomus driving chips 3/14/2018
The landscape is rapidly changing. Traditionally, semiconductor companies designed chips for automotive electronics using older, mature technology nodes. But with the rapid rate of innovation and consumer demands, automakers are leaning to semiconductor companies that specialize in consumer electronics to accelerate innovation in this industry.
Littace outsed CEO Billerbaeck 3/14/2018
The company largely missed out on the broad run-up in tech stocks since the Great Recession. Lattice's share price rose 32 percent during Billerbeck's tenure; during the same period, an index of 30 other chip stocks (not including Lattice) rose nearly 240 percent.
Fab equipment spending to rise 5% in 2019 3/14/2018
The report said China is expected to be the main driver of fab equipment spending growth in 2018 and 2019, increasing yearly spending by 57% in 2018 and 60% in 2019 to support fab projects from both multinationals and domestic companies.
Trump put a stop on Broadcom's ambition to Qualcomm 3/13/2018
U.S. President Donald Trump issued a surprise order prohibiting Broadcom from acquiring Qualcomm and disqualifying its proposed slate of board directors in a proxy vote.
Mercury Systems offers radiation-hardened SSD for space applications 3/13/2018
The space-grade SSDs use Mercury’s BuiltSecure error correct algorithms paired with large geometry industrial-grade single-level cell (SLC) NAND flash memory. The new SSDs are designed for fault tolerance up to six failed NAND devices.
Global semiconductor demand stronger than predicted 3/13/2018
Trade Statistics predicts the chip business will increase 9.5% to $451 billion in 2018, but industry sources speculate DRAM demand and the need for other chips will boost that growth rate even higher.
GlobalFoundries to have new CEO 3/13/2018
Chief Executive Officer Sanjay Jha is stepping down and handing the role to Senior Vice President Thomas Caulfield, the company announced late Saturday.
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