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Taiwan IC vendors see growth as China further develops smartphone industry 5/15/2018
"Since this March, we are seeing Chinese smartphone makers such as Oppo and Vivo start to pull in orders after digesting a serious inventory correction since last year. The recovery provides some restocking demand for components such as semiconductors."
DRAMeXchange see continue price growth on DRAM 5/15/2018
DRAM revenue for 1Q18 rose by 5.4% QoQ to a new record high. Prices of graphics DRAM products rose significantly by 15% QoQ in 1Q18, given the relatively low base and the surge of demand from the cryptocurrency mining market. Prices of DRAM products for other application markets also increased by 3-6% QoQ.
TSMC month-to-month revenue down 5/15/2018
TSMC revenues for April were down 21 percent month-on-month, yet 44 percent up year-on-year.
ASML see EUV machine order increased 5/15/2018
ASML shipped its first 12 EUV machines to clients. Each costs about 120 million euros (US$143.53 million). This year, it has projected sales of 20 machines — by 2020, it hopes to be selling 35 to 40 a year.
Hong Kong company files suit against Xiaomi for infringement 5/14/2018
Coolpad's Yulong unit has initiated a patent infringement case against Xiaomi with the Jiangsu Province Nanjing Intermediate People's Court, the South China Morning Post reported on Friday.
Display driver companies see boosted revenue and fab capacity shortage 5/14/2018
LCD driver ICs are all optimistic about revenue growths in the second quarter of 2018, but their actual performances may hinge largely on whether they can get sufficient foundry support amid the increasingly tight capacity at 8-inch wafer fabs in Taiwan and China.
Infineon opens new Development Centre in Dresden 5/14/2018
One focus of the Centre will be to develop products and solutions for automotive and power electronics, as well as artificial intelligence (AI), and it is scheduled to be launched in the course of the 2018 calendar year.
SMIC put 28nm process into production with 14nm to follow in 2019 5/14/2018
SMIC will kick off risk production of its 14nm FinFET process and venture into the AI (artificial intelligence) chip sector in the first half of 2019 after entering volume production of 28nm HKC+ process in the second half 2018, according to the firm's co-CEO.
Powerchip goes IPO to fund new chip plant 5/11/2018
Powerchip has spent the past few years clearing debts of NT$120 billion. It turned a net profit of NT$8.08 billion last year, or NT$3.54 per share, as it has transformed itself into a supplier of driver ICs used in LCD panels and memory chips for other companies.
Alliance Memory expands offer on specialty DRAMs 5/11/2018
Alliance Memory's lineup of high-speed CMOS mobile low-power SDRAMs includes SDR (LPSDR), double data rate (LPDDR), and DDR2 (LPDDR2) devices.
TDK acquires Faraday Semi for power converter technology 5/11/2018
Faraday’s point-of-load converters have five-times faster switching frequencies than rival technology at a 12V input power rail, Asai said. Typical converters handle around 600KHz at higher currents, while Faraday’s supports 2MHz to 4MHz.
ZTE shuts down on parts shortage 5/11/2018
ZTE Corp’s (0763.HK) (000063.SZ) main business operations have ceased due to a ban imposed by the U.S. government, but China’s second biggest telecom equipment maker is trying to have the ban modified or reversed.
Cohu buys rival Xcerra after U.S. blocked Xcerra’s sale to the Chinese 5/10/2018
Xcerra shareholders will receive $9 in cash and 0.2109 share of Cohu common stock for each share held, valuing Xcerra shares at $13.92 each. The value represents a premium of about 8.4 percent to Xcerra stock’s Monday close.
Nanya applies for permission to sell DRAM to ZTE 5/10/2018
“Nanya Technology has received a notification about restrictions on component exports to ZTE,” the chipmaker said in a filing with the Taiwan Stock Exchange. “The company will follow the rules and is preparing to apply for a permit.”
Wholesale prices edged up slightly in April 5/10/2018
U.S. wholesale prices edged up just 0.1 percent in April. It was the smallest gain since wholesale prices were unchanged in December.
Simple AI functions to enable your digital life 5/10/2018
Some new features for Android phones also aim to improve people's digital well-being, including a new "shush" mode that automatically puts a phone in "do not disturb" mode if you flip it face down on a table. And a "wind down" mode will fade the screen to grey at a designated time to help you disconnect before bed.
Texas Instruments crowns king of analog chips 5/9/2018
TI held 18 percent of the analog IC market in 2017, compared to 8 percent for ADI, IC Insights said.
Continue price hike for memories forecasted 5/9/2018
Average contract price of a DDR 4GB module came to US$34 at end-April, up from $33 posted a month earlier. The price of the DD4 4Gb product also advanced 3.4 percent over the cited period.
Qualcomm may abandon its server CPU efforts 5/9/2018
Arm doesn’t offer much assistance to either chip-makers or server-makers. Without that help, it’s hard to make products that big server-buyers will want.
MediaTek received permission to resume sales to ZTE 5/9/2018
Taiwan’s Ministry of Economic Affairs on Friday granted an export permit to MediaTek, which supplies chipsets for ZTE smartphones, while several other Taiwanese companies are waiting for similar approvals.
Samsung might show off its foldable Galaxy at Mobile World 5/8/2018
According to a recent report from South Korean financial publication The Bell which claims the S10 will enter manufacturing in October ahead of the early January debut.
Software-defined test adds flexibility to 5G systems 5/8/2018
Software-defined test also provides the ability to do more tests using a single testing device.
Break through in RF converter IC spans 6GHz to 26GHz 5/8/2018
These mixers are well suited for use as upconverters and downconverters in demanding military, aerospace, and telecommunications applications operating in the C-band, X-band, Ku-band, and K-band frequencies.
AP chip shipments from China grew 17% quarterly 5/8/2018
Smartphone AP shipments in China came to 148.5 million units in the first quarter, down 29% sequentially but up 17% from the same period in 2017.
Powerchip Technology scouting sites to build a new 12-inch fab 5/7/2018
The chipmaker is making a comeback after transforming itself into a foundry for niche memory chips, driver ICs and power management ICs for other companies on a contract basis.
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