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| Samsung calls on separating chairmen's roll from CEO |
3/27/2018 |
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"The separation will further empower the board of directors and enhance its independence. The board will be able to evaluate the company's performance more objectively and have greater authority and efficiency as a decision making body."
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| Is 2nm process hitting the final deminishing return? |
3/27/2018 |
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At future nodes, pitch scaling will slow to about 0.8x per generation, according to Munoz of Synopsys. That will force designers to shrink cell heights from about 228 nm with two fins and six tracks at 7 nm to 130–100 nm with five tracks and a single fin at 3 and 2 nm.
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| Micron gives in and announce adding memory capacity |
3/26/2018 |
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After yet another earnings beat Thursday, Micron MU, +1.61% announced that it would build out manufacturing capacity at facilities in Singapore and Japan for its two core products: DRAM memory chips and flash memory chips known as NAND.
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| As deadline approach, Toshiba might opt for IPO |
3/26/2018 |
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Toshiba could listen to activist shareholders who oppose the sale saying the $18 billion price tag undervalues the business. Hong Kong-based Argyle Street Management, a hedge fund with $1.2 billion under management, has said the board should consider an IPO instead.
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| Trump tarriff will lead to better protection of semiconductor IP |
3/26/2018 |
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U.S. government officials have grown increasingly weary of attempts to purchase Western companies by Chinese entities with financial ties to China's central government. Both Trump and his predecessor, Barack Obama, have blocked attempted acquisitions of U.S. firms and assets by China-backed firms.
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| Samsung stock split approved |
3/23/2018 |
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Shareholders approved the 50:1 stock split announced in January, as well as the appointment of new board directors.
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| Brexit will bring confusion to trades |
3/23/2018 |
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EU officials stressing that there will be no final deal on anything until there is a deal on every aspect of Brexit, businesses are planning for all possible outcomes.
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| European countries screamble to seek exemption on tarriff |
3/23/2018 |
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President Donald Trump's strong-armed trade policies have set off an intense scramble among industry groups, companies and foreign countries seeking exemptions from tariffs of 25 percent on steel imports and 10 percent on imported aluminum.
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| Rumor that Broadcom may be going for MediaTek |
3/22/2018 |
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After the Broadcom-Qualcomm debacle, the Singapore-based chip company has set its sights on Qualcomm’s nearest rivals — MediaTek, Xilinx Inc and Cirrus Logic Inc — as potential targets, the Chinese-language Economic Daily News reported yesterday.
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| Expectations on Micron stock soared |
3/22/2018 |
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While analyst price hikes usually come after a company reports earnings, nearly a third of analysts who cover the company have raised their price targets in the days leading up to the report.
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| Microsoft's Project Denali to speed up flash memories in cloud |
3/22/2018 |
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Denali works by splitting apart the monolithic components of an SSD into two different modules. The drive deals with bad blocks, media, and power failures, presenting a set of clean memory blocks. Companies can then create an optimized software interface to handle tasks like garbage collection and wear leveling, based on the applications that they run.
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| KLA-Tencor acquires diverse Israel company, Orbotech |
3/21/2018 |
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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.
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| Server DRAM prices continue to rise due to high demand in China |
3/20/2018 |
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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.
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| Special foundry customized to niche process |
3/20/2018 |
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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.
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| China is certain that it can meet its own semiconductor production needs |
3/20/2018 |
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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.
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| 5G and AI could lead semi industry to $500 billion |
3/20/2018 |
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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.
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| Notebook shipment recovers some |
3/19/2018 |
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“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.
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