Tuesday, July 16, 2019

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Industry News
Inder Singh appointed CFO at ARM 5/2/2019
Arm’s owner, SoftBank, has publicly indicated it is considering an exit from Arm through an IPO. The appointment of a CFO with Singh’s specific background could be the clearest way of achieving and maybe even accelerating this goal.
China's Longsys Electronics to feature Yangtze Memory Technologies' (YMTC) NAND Flash chips 5/1/2019
Longsys will adopt controller chips developed in-house by Yeetor Microelectronics and Maxio Technology in the new flash storage product, and will have Payton technology and Zhen Kun Technology provide backend services for it. These partners are all China-based,
South Korea plan lessen reliance on memory chip 5/1/2019
South Korea has set its sights on establishing itself as the world's top player in the foundry business by the target year, the Ministry of Trade, Industry and Energy said. The ministry said the country will also expand its market share in the fabless segment to 10 percent from 1.6 percent posted last year, as it strives to take full advantage of sweeping economic changes under the fourth industrial revolution.
Sales declined at General Motors 5/1/2019
Overall vehicle sales in the U.S. dropped. In North America, sales fell to 775,000 vehicles from 827,000 vehicles. In the Asia Pacific, Middle East and Africa region, vehicle sales declined to 947,000 from 1.1 billion.
China's factory activity grew amid trade war 5/1/2019
"The worst of China's slowdown in late 2018 and early 2019 is over," said Bill Adams of PNC Financial Services Group in a report. Caixin magazine's monthly purchasing managers' index decelerated to 50.2 from March's 50.8 on a 100-point scale.
NOR flash memory prices stablizing 4/30/2019
The sources said that the price fall may slow to under 10% in the second quarter and narrow further to lower single-digit level in the third and fourth quarters along with gradual easing of oversupply.
Japan reports setback in trade and export 4/30/2019
Exports from Japan, the world's 3rd largest economy, fell 2.4% from a year earlier to 7.2 trillion yen ($64 billion), while imports rose 1% to 6.7 trillion yen ($59 billion). The trade surplus dropped 32% from a year earlier to 528.5 billion yen ($4.7 billion), customs figures showed.
Silicon Labs offer new IoT module with built-in antenna 4/30/2019
“We sell both chips and multiple flavors of modules including ones with antennas, and we see more customers adopting modules. It removes [wireless] certification complexity — people can save six months in time-to-market,”
Taiwanese companies are returning home from China 4/30/2019
U.S.-China trade war has trigged this phenomenon. Punitive tariffs imposed on Chinese manufactured goods by the U.S. government are forcing companies with factories in China to face revenue losses.
Positive and negative, memory sales strongly impacts total IC market 4/29/2019
The total memory market heavily influenced total IC market growth for the positive during the past two years, but will likely have a very negative impact on total IC market growth in 2019.
Putin praised China's Belt and Road infrastructure initiative 4/29/2019
The Belt and Road is rapidly expanding China's economic footprint in Central Asia, Moscow's traditional sphere of influence. But in an interview published Thursday remarking on 70 years of diplomatic relations, Putin praised Russia-China ties.
U.S. economy grew at a solid 3.2 percent 4/29/2019
GDP gain surpassed the 3 percent bar set by President Donald Trump as evidence his economic program is working. Trump is counting on a strong economy as he campaigns for re-election.
Intel stock sank with delay of 10nm and termination of 5G modem development 4/29/2019
Intel said it now expects sales of approximately $69 billion for the year, down from a forecast of $71.5 billion it gave in January. Revenue of $69 billion would represent a 3% decrease from 2018.
British government has not yet decided on Huawei 5G supply deal 4/26/2019
Government officials and U.K. intelligence agencies are still carrying out a review on how best to strike the "difficult balance between security and prosperity.
Chinese debts are piling up as it builds infastructure for developing countries 4/26/2019
Debt "is going to be part of the prime minister's focus at the Belt and Road forum," said Billenne Seyoum, press secretary for Prime Minister Abiy Ahmed of Ethiopia.
TSMC to add 6nm process offering 4/26/2019
N6 will have design rules that are 100% compatible with N7, allowing customers to directly migrate from N7,. In addition, N6 will increase logic density by 18% from N7 and provide a highly competitive performance-to-cost advantage. Finally, N6 will offer shortened cycle time and reduced defect density.
Leaked roadmap suggested Intel won't have 10nm CPU until 2022 4/26/2019
Intel has since last year been giving the 2019 holiday season as the target date for 10-nm products, but the mobile roadmap calls for a 10 nm Ice Lake and Lakefield processors to be released on a limited basis beginning in the second quarter.
China denies involvement in industrial spying on GE 4/25/2019
The foreign ministry said charges against Xiaoqing Zheng, a former employee of GE's power division, and Zhaoxi Zhang, a businessman in northeastern China, appear to be a "common commercial case" that shouldn't be "over-interpreted and politicized."
Iran insist on defiant towards tighter sanctions 4/25/2019
The U.S. announced the sanctions in November but some countries got temporary waivers that allowed them to import Iranian oil. Washington now says those waivers—which primarily impact China, India, Japan, South Korea, and Turkey—will expire May 2.
At share holder event, Tesla over emphasized technology than financial results 4/25/2019
In its Q1 2019 earnings announcement Wednesday, Tesla is expected to report a loss. The company recently disclosed that its vehicle sales fell 31 percent from three months ago.
TSMC disclosed N5P process 4/25/2019
The N5P starting risk production next year could squeeze anther 7% in speed or 15% in power from N5 using the same design rules. The gains come in part from enhancements to a fully strained high-mobility channel. TSMC showed an N5 wafer with SRAM yields above 90% and logic yields above 80% from the first phase of its new Fab 18.
Orient Semiconductor Electronics see robust demand of backend services for flash memory products 4/24/2019
OSE is expected to post a single-digit sequential increase in second-quarter revenues, said the sources, adding that the backend firm has seen its capacity utilization rate reach 70-80%.
Macronix anticipates increase ROM memory shipment in 2019 4/24/2019
The upcoming ramp-up of its shipments for Nintendo's Switch gaming consoles will help Macronix scale down ROM inventories that have been piled up since the fourth quarter of 2018
WTO ruled in favor of U.S. on grain quota dispute with China 4/24/2019
WTO found that China had not been transparent, predictable or fair in managing so-called tariff rate quotas on U.S. grain exports. The import tax, or tariff, is higher on U.S. grain shipments that exceed the quota.
Boeing preparing St. Louis plant for renew government order of lagacy F-15 4/24/2019
The Chicago-based company began ramping up its F-15 production line near St. Louis after the Air Force submitted a nearly $8 billion budget request last month that included eight F-15s next year and 72 in the following four years. The request came as a surprise to many since the U.S. military has moved toward stealth fighters, such as Lockheed Martin's F-35, in recent years.
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