Tuesday, July 16, 2019

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Industry News
Trade war to drive DRAM prices down 6/7/2019
DRAMeXchange noted. impact of trade war on DRAM prices for the second half of 2019 will be substantial despite the period being the traditional peak season.
European Central Bank promised to keep rates on hold for 6 months 6/6/2019
In a statement, at the conclusion of a two-day policy meeting in Vilnius, Lithuania, the ECB said it expects rates to remain at present levels at least through the first half of 2020.
Snapdragon 7cx SoC to power low-cost Windows 10 on ARM laptops 6/6/2019
Qualcomm's vice president Don McGuire has confirmed the company is working on a new lower-powered version of the Snapdragon chip which will sport the 7cx nomenclature, at least for the time being. Such a chip will provide OEMs with a cheaper slice of silicon for creating more affordable Always Connected PCs.
Bill Gates invested $9 million in photonics computing startup 6/6/2019
Luminous Computing, a one-year-old startup, is aiming to build a photonics chip that will handle workloads needed for AI at the speed of light. It’s a moonshot and yet, the young company already has a number of high-profile investors willing to bet on the prospect.
IC Insigns predict comm chips to take over computer chips 6/6/2019
The memory market forecast to plunge by 30% this year, the communications IC market is expected to surpass the computer IC market in 2019 and hold this position through 2023, forecasts IC Insights.
HP Enterprise promotes "Memory Driven Computing" 6/5/2019
Hewlett Packard Enterprise announced The Machine in 2017—a computer equipped with 160 TB of RAM—as part of a push into what they define as "memory-driven computing," an effort to process large quantities of data in memory. Purpose-built computing accelerators are being developed to gain higher performance, though memory-driven computing can be used to accelerate the accelerators.
MediaTek goes full throttle on 5G development 6/5/2019
The mobile SoC specialist is gearing up to be among the dominant chip suppliers in the 5G era. The upcoming solutions include a modem chip for mmWave networks, and SoCs that will work with both sub-6GHz and mmWave frequencies.
Semi equipment Book-to-Bill index retreats 6/5/2019
North America-based manufacturers of semiconductor equipment posted US$13.79 billion in billings worldwide in the first quarter of 2019, according to SEMI. The billings figure is 8% lower than US$14.96 billion in the prior quarter, and 19% below US$16.99 billion a year earlier.
3D NAND manufacturers agreesively extended to 128 layers 6/5/2019
Continued falls in NAND flash prices coupled with rising uncertainty on the demand side have prompted the players to accelerate their technology advancements for cost reasons.. Some major NAND flash chipmakers have delivered samples of their 128-layer chips targeting the first half of 2020 for volume production..
Samsung taps on AMD GPU to create a gaming phone 6/4/2019
Today, Samsung has announced that it will be entering into a “multi-year strategic partnership” with computing giant AMD to develop and manufacture mobile graphics chipsets for Samsung smartphones.
A pay raise at this time may not be good for the economy 6/4/2019
Pay raises are starting to narrow corporate profit margins, posing a threat to earnings and stocks, and to business hiring and investment plans. The trend eventually could temper economic growth, trigger layoffs and even contribute to the next recession,
Samsung want to froster innovation through new technologies 6/4/2019
The de-facto leader of the world's largest memory chip and handset maker vowed to spur innovation in key technologies and foster new growth engines to maintain a leading position in the rapidly changing technology industry.
Memory module makers to push niche products for profit 6/4/2019
Apacer disclosed previously the company will be pursuing profit growth this year by enhancing further its high-margin offerings. Adata Technology will rely on the three niche segments of gaming, industry control, and electric motors to raise its gross margins.
Infineon to pickup Cypress for $10 billion 6/3/2019
Infineon is paying $23.85 per share in cash ($10 billion enterprise value, counting debt) in addition to continuing its dividend through closing. That’s 55% higher than the stock price last week before the news started to leak.
Toshiba's XG6-P SSD will be for servers and gamers 6/3/2019
With over 30% higher sequential and random write speeds and over 15% higher random read speeds than its predecessor, the XG6-P series enables enhanced application performance and data access for high-end workstation PCs and gaming systems, as well as cost-optimized data center and composable infrastructures.
NAND sales reportly down 23.8 percent 6/3/2019
Disappointing demand for smartphones and servers during the fourth quarter of 2018 has prompted OEMs to start adjusting their inventory levels since 2019, DRAMeXchange said.
TI,s Templeton said there are opportunities in China 6/3/2019
“We still think that there’s opportunity to grow in China – grow with our customers in China; we’ll invest accordingly,” Templeton said at the investor conference. “We think it’s more opportunity than risk. Is it different today than it was five years ago".
Next Samsung phone may drop all buttons and connectors 5/31/2019
Samsung's upcoming Galaxy Note 10 may finally ditch the headphone jack that it's held onto for so long. Additionally, the report states that Samsung may also drop all physical buttons from the Galaxy Note 10, including volume and power keys, opting instead to use "capacitive or pressure-sensitive areas".
Rapid expansions propels China to No. 2 PCB maker 5/31/2019
Most Taiwan makers are wary of their Chinese rivals' rapid expansions. DSBJ, for instance, has managed to score annual revenues of over US$1 billion within two years by acquiring US-based FPCB maker Mflex and Hong Kong's PCB assembler Multek.
NXP to buy Marvell’s WiFi and Bluetooth unit 5/31/2019
The unit brought in $300 million in revenue for Marvell in fiscal 2019 and NXP expects that to double by 2022.
Cypress hired advisers to put itself up for sale 5/31/2019
In Q1 the company reported a 5.5% drop in revenues but forecast a 4.4% rise for Q2.
Lenovo announced laptop computer based on Snapdragon powered 5G chips 5/30/2019
The laptop runs on Qualcomm’s Snapdragon 8cx Compute Platform, which is designed to support both 5G and 4G connections.
Taiwan’s Pegatron to set plant in Indonesia for Apple processor packaging 5/30/2019
Pegatron plans to assemble the phone chips in partnership with Indonesian electronics company PT Sat Nusapersada at a factory on the island of Batam,
AMD goes into 7nm laptop CPU with hlep from TSMC 5/30/2019
The company used to rely on GlobalFoundries Inc for chips. However, the US firm in August last year said that it would indefinitely put on hold its development of 7-nanometer technology and technologies beyond that, making TSMC the sole foundry for AMD’s processors.
China accused U.S. as seeking to "colonize global business" 5/30/2019
At a daily briefing Friday, foreign ministry spokesman Lu Kang accused American politicians he didn't name of "fabricating various lies based on subjective presumptions and trying to mislead the American people."
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