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Infineon optimistic on revenue growth 5/4/2018
Infineon said it expected revenues in the year to Sept. 30 to grow by 4-7 percent, lifting the lower end of the range by a percentage point from earlier guidance
EU to Trump "No tariff negotiation under thread" 5/4/2018
The 28-country EU has warned that it will retaliate if Trump goes ahead with the tariffs by May 31, a development that could set off a trans-Atlantic trade war.
Apple’s chief financial officer predicts memory price drop 5/3/2018
Luca Maestri said that he thought a corner was about to be turned for both NAND and DRAM memory prices, leading to an eventual decrease as we move into 2019.
Chip sles continue to grow 5/3/2018
Sales of semiconductors reached US$111.1 billion during the first quarter of 2018, an increase of 20% compared to the first quarter of 2017, according to The Semiconductor Industry Association (SIA).
ARM China JV is now under Chinese investor control 5/3/2018
The jv is called ‘Arm mini China’ and Chinese investors own 51% of the jv’s equity. The other 49% is held by Softbank.
TSMC has agressive plans for 7 and 5nm process 5/3/2018
TSMC aims to start risk production of a 5-nm node in the first half of 2019, focusing on mobile and high-performance computing chips.
Xiaomi is ready to launch Mi 7 on May 23 5/2/2018
Xiaomi Mi 7 is one of the most awaited phones from the company, it has so far been silent on the subject of its launch.
Spin Transfer Technologies unveils new MRAM 5/2/2018
Announced at Intermag, a conference on applied magnetism, Spin Transfer Technologies (STT)'s Precessional Spin Current (PSC) structure has the potential to enhance MRAM's density and zero leakage capabilities.
Foundry in U.K. to offer GaN process 5/2/2018
“Our GaN HEMT process addresses a growing UK space and defence customer base. The process developed over the last two years enables a unique UK sovereign supply,”
Toshiba might not want to sell off any more 5/2/2018
Toshiba repaid more than 40% of the debt owed to banks in a single quarter. The money owed to main lenders Sumitomo Mitsui Banking Corp. and Mizuho Bank stood at 80 billion yen each in March, plunging by 60% over the three months. The amount owed to the other four banks dropped as well.
AMD does not want total dependance on GlobalFoundaries 5/1/2018
AMD's foundry strategy is to use both TSMC and GlobalFoundries on the first 7-nanometer product. We are using TSMC for that product and we have a very strong relationship with them.
Intel to delay 10nm volume production 5/1/2018
Intel's 10nm shrink – implementing a 2.7x density increase over the 14nm process – had been too ambitious. The industry average increase is 1.5-2x. Intel will increase density 2.4x in the 10nm-7nm transition. 7nm is when Intel will introduce EUV.
U.S. government to scrutinize informal partnerships between American and Chinese companies 5/1/2018
So far, U.S. government reviews for national security and other concerns have been limited to investment deals and corporate takeovers. This possible new expansion of the mandate - which would serve as a stop-gap measure until Congress imposes tighter restrictions on Chinese investments.
TSMC set $13.5 billion aside for R&D 5/1/2018
The proposed investment is subject to the government’s ability to procure and integrate more land into the Hsinchu science park in Taiwan, which is currently full, as well as to environmental assessments.
Class Action filed for DRAM price fixing 4/30/2018
Another class action lawsuit has been filed, alleging that Samsung, Hynix, and Micron conspired to limit the supply of memory, keeping consumer prices artificially high as a result.
Analyst said that Apple might have already lost out in China 4/30/2018
Analysts are now saying that Apple’s relegation to the ‘also ran’ stakes may be permanent. The iPhone maker’s market share in China may now be as low as 18%.
Jeff Bezos' rocket took flight 4/30/2018
The New Shepard capsule successfully detached from its booster, as planned, at an altitude of about 47 miles, and went on by itself to reach a height of 351,000 feet, or about 66.5 miles.
Samsung reach record profit from mobile chips 4/30/2018
Samsung reported record quarterly profit on Thursday thanks to strong demand for semiconductors used in servers.
Huawei under U.S. investigation 4/27/2018
The U.S. Department of Justice is looking into whether the world's No. 3 smartphone maker violated American sanctions targeting Iran, media outlets reported on Wednesday.
Taiwan, king of semiconductor material market 4/27/2018
At US$10.3 billion, Taiwan remained the largest region of the global semiconductor materials market in 2017, SEMI noted. China solidified its hold on the second spot, followed by South Korea and Japan.
AMD chips into Intel market share 4/27/2018
processors and graphics chips reported revenue of $1.65 billion for the quarter, up 40 percent from a year earlier. Since the PC market isn’t growing at 40 percent, and since rival Intel also isn’t growing that fast, it’s logical to conclude that AMD’s latest processors are grabbing market share.
Quarterly report from Qualcomm indicates mobile market still growing 4/27/2018
Qualcomm’s smartphone chip business contrasted to those from major mobile phone components makers in Asia, including TSMC (2330.TW) and SK Hynix Inc (000660.KS), which have warned of slower growth in their smartphone chip divisions.
Texas Instruments post handsome net profit 4/26/2018
TI profit rose 37 percent in the first three months of the year, driven by higher sales of semiconductors used in cars and industrial machinery.
Samsung put automotive class DRAM into production 4/26/2018
Samsung decided to start the mass production of the 10-nano level 16Gb LPDDR4X DRAM. Compared with the previous 20-nano level 8Gb LPDDR4 DRAM automotive chips, the new product can operate with no issues from minus 40 degrees to plus 125 degrees Celsius.
Tarriff waiver request pours in on Trumpt's tarriff 4/26/2018
The waiver request also indicates that a $15 million plant expansion may be at risk. Steelcase and PolyVision are on the verge of making the investment, which would create new construction and manufacturing jobs, according to the request.
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