Wednesday, February 20, 2019

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UMC stops DRAM co-development prodject with China's Fujian Jin Hua 1/8/2019
The $5.6 billion Fujian Jin Hua project was to have been China’s flagship DRAM operation but the project came to a halt when the US government banned US suppliers from dealing with Fujian.
NAND prices dropped 60% over 2018 1/8/2019
In 2018, the NAND flash market reversed a tight supply scenario seen in 2017, with prices falling by over 60% to only US$0.08 per GB by the end of the year, due mainly to makers ramping up shipments of 64-layer 3D TLC (triple-level cell) NAND flash memory products and racing to roll out new-generation chips with larger storage capacities.
Change of gasoline delivery system leads to long line at stations in Mexcio 1/8/2019
State oil company Petroleos Mexicanos said the use of more secure transportation methods has resulted in delays for fuel delivery to gas stations in the states of Guanajuato, Hidalgo, Jalisco, Michoacan, Mexico and Queretaro.
Sivers IMA to bring 5G base station to market end of 2019 1/7/2019
Ampleon will part-fund the Sivers IMA development by approximately MSEK 3.5 (about $400K). Ampleon will be the main sales channel to Tier-One OEMs for the product resulting from the project.
Korean memory manufacturers doubling down capital investment in the midst of a down market 1/7/2019
Memory oversupply may occur only after technological breakthroughs are achieved for the production of second-generation 10nm DRAM and 5th-generation 3D NAND flash memory chips. The global DRAM market value is estimated to exceed US$100 billion in 2019, compared to US$60 billion for NAND flash market.
Startup wants to reinvent IoT WiFi at 900 MHz 1/7/2019
HaLow products promise delivery of up to Mbits/s over distances of tens of meters to a kilometer and support for thousands of nodes on an access point.
Foxconn to build high end iPhones in India 1/7/2019
Apple is expected to assemble top-end iPhones in India as early as 2019. This would be the first time the Taiwanese contract manufacturer will have made the product in the country. Importantly, Foxconn will be assembling the most expensive models, such as devices in the flagship iPhone X family, the source said.
LED market slows on oversupply 1/4/2019
The oversupply of LED chips has prompted some China-based makers, mostly second-tier ones, to delay the start of using MOCVD tools they had acquired in 2018 or earlier, CSA said. These new tools would add total monthly capacity of about two million wafers,
Apple cut sales estimate in China 1/4/2019
Apple is reporting a holiday quarter slowdown for the first time since Cook became CEO in 2011.
India’s external storage market witnessed a growth of 23.1% 1/4/2019
“Infrastructure modernization to improve agility and scalability is of high importance for today’s organizations. This trend is compelling organizations to deploy/consider new age storage solutions.”
CES 2019 to open Jan 8, Taiwan startups to steal the lime light 1/4/2019
In the new startups exhibition area of "Eureka Park" at CES 2018, a total of 32 Taiwanese new startups led by the Ministry of Science and Technology (MOST) made their debut.
Supply chain lead time seen loosening up 1/3/2019
Despite weakening end demand, there are several reasons why a decline in lead-times may not be significant or soon.
Long term outlook still excellent for memory industry 1/3/2019
Long-term prospect of the memmory market remains bright. Major memory chip vendors will still further enhance their memory chip portfolios to include magnetoresistive random-access memory (MRAM) chips. Although the NVM technology is not ready for mass production, it is able to deliver 20ns in read and write speeds beating the performance of DRAM. The prospects for the new technology is promising.
Slow down economy could lead to early settlement between China and U.S. 1/3/2019
Conflict is occurring against the backdrop of a slowdown in China and an expected U.S. slump that a prolonged trade war could worsen — a fear that's weighing on financial markets. Yet those very pressures, analysts say, give the two countries a stronger incentive to make peace
Tesla named two independent board members on settlement with SEC 1/3/2019
Oracle co-founder Larry Ellison and Kathleen Wilson-Thompson, an executive vice president at Walgreens Boots Alliance, join the board as independent directors, effective immediately.
Tesla delivered 90,700 vehicles on fourth quarter, shy of Wall Street estimates. 1/2/2019
Although the delivery numbers were 2,000 fewer than expected in a FactSet survey of analysts, Wedbush Securities analyst Dan Ives told CNBC they were consistent with his prediction.
Car sales decline while EV blooms 1/2/2019
The positive outlook comes as combined electric vehicle sales in China, the US and Europe grew 65.4 percent in the first three quarters from the same period a year earlier, beating the 44.8 percent increase of last year from 2016.
India prepare to step into iPhone production 1/2/2019
Foxconn will start assembling some of the more recent iPhone X series devices at its plant in Sriperumbudur near Chennai, in southern India. Since Foxconn is currently producing the Xiaomi phones at this factory, the company is plannign a new $356 million iPhone production that will create about 25,000 jobs.
Foxconn likely to draw on technology learned from Japan's Sharp 1/2/2019
Foxconn has made gradual steps into the semiconductor industry in recent years, mainly in the backend assembly and test segment.
China advanced in space explorations 1/1/2019
Chinese civilian space program plans to land a six-wheeled rover on the moon's far side — the side we never see from Earth.
3D image sensor to add another dimension to smartphone 1/1/2019
The hope is, among phone and 3D sensor manufacturers, that functions like face and gesture recognition which 3D sensors enable, will revive the smartphone market which is thought to have contracted about 3% this year.
Toshiba to divest li-ion battery business 1/1/2019
Positioning the business as an independent operation will remove layers of management and allow for more rapid decision making.
Flash and DRAM price drop and NVMe adoption highlights Memory Industry 1/1/2019
The drop in solid state storage prices is the biggest story of the year. While flash is the bigger piece of the storage landscape, there was an equally large drop in DRAM prices as well. 2018 was the year that NVMe entered the mainstream, according to G2M research. They found that NVMe sales doubled in 2018,
Amazon to expand Whole Foods market 12/31/2018
The plans are a part in the series of Amazon's grocery, delivery and pickup expansions to cities across the United States in recent months.
China to emphasis battery power storage capability 12/31/2018
Chinese regulators have approved a $174 million investment in the northwestern province of Gansu for the installation of a 720 MWh lithium-ion grid storage battery. When completed it will be able to store electricity for up to 4 hours, says Bloomberg.
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