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| Is run away inflation on the horizon? |
2/15/2018 |
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Analysts are hyper-focused on whether faster price increases may cause the Federal Reserve to raise short-term interest rates faster than expected. Higher interest rates make it more expensive for consumers and businesses to borrow and spend and could slow growth.
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| Micron offers 3D quad-level NAND for higher density SSD |
2/14/2018 |
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We could be looking at larger capacity SSDs at more attractive price points. That's because QLC flash memory offers a 33 percent higher bit density and lower per-bit cost compared to triple-level cell (TLC) flash memory that is commonly found in high-capacity SSDs currently.
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| Broadcom added a $8 billion breakup clause to its latest offer |
2/14/2018 |
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As you will see, the agreement is highly favorable to Qualcomm and its stockholders and includes an $8 billion regulatory reverse termination fee and a 6% per annum regulatory ticking fee on the cash portion of the merger consideration (net of dividends).
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| Long pending ASE/SPIL merger approved by shareholder |
2/14/2018 |
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Both ASE and SPIL held their extraordinary shareholders meetings yesterday (February 12) to vote on their merger plan, which had already received all the necessary regulatory approvals from related authorities including those in China and the US.
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| Total DRAM revenue to increase by 30% this year |
2/14/2018 |
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Industry output value for the fourth quarter of 2017 climbed 14.2% sequentially to nearly US$21.9 billion, driven by a seasonal pickup in demand for smartphones and rising mobile DRAM prices
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| New investment focus on DRAM |
2/13/2018 |
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Memory revenue increased by 61.5 percent last year, with DRAM sales growing by a 76.8 percent and NAND sales increasing by 47.5 percent.
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| Qualcomm signing up OEM's on 5G |
2/13/2018 |
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Qualcomm announced that 19 OEMs plan to use its Snapdragon X50 5G cellular modem and 18 carriers will conduct 5G field trials with it.
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| Korean semi manufacturers to beef up capacity |
2/9/2018 |
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Samsung Electronics Co. will invest 14.4 trillion won in Pyeongtaek while SK hynix Inc., South Korea's second-largest chipmaker, plans to invest 15.5 trillion won for the production of NAND flash memory in Cheongju.
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| NXP announced good profit |
2/9/2018 |
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The chipmaker posted revenue of $2.46 billion in the period. For the year, the company reported profit of $2.22 billion, or $6.41 per share.
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| Micron up earning guidiance |
2/9/2018 |
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Revenues will be in the range of US$7.2 billion to US$7.35 billion compared with its prior guidance of US$6.8-7.2 billion. EPS for the quarter will range from US$2.70 to US$2.75, up from its previously-estimated US$2.51-2.65.
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| Manufacturing sector continue to grow |
2/8/2018 |
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In January PMI registered 59.1 percent, a decrease of 0.2 percentage point from the seasonally adjusted December reading of 59.3 percent. This indicates growth in manufacturing for the 17th consecutive month at strong levels led by continued expansion in new order and production activity.
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| GlobalFoundries to Pioneer 7nm EUV wafer production |
2/7/2018 |
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There’s been a great deal of talk in the semiconductor industry about when EUV would arrive and what node it would use. GF is working on introducing EUV at 7nm, but it’s only going to see limited use for contacts and vias, not as part of the critical path.
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| 2017 chip sales was an industry record |
2/7/2018 |
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Global semiconductor industry posted sales totaling US$412.2 billion in 2017, the industry's highest-ever annual sales according to the Semiconductor Industry Association (SIA).
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