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| Samsung Electronics taking the lead with 44% in global DRAM revenue |
6/1/2022 |
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Samsung is undoubtedly the winner, but market share does not necessarily translate into actual profits, nor does it mean that the company still leads the trio in terms of profitability rate. Samsung's market share is about twice that of Micron, but their memory business operating profit margin shows a gap of only 3-10pp.
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| Samsung and Red Hat Inc collaborate to offer open-source memory software |
6/1/2022 |
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The partnership will focus on the development and validation of open source software for existing and emerging memory and storage products, including NVMe SSDs, CXL memory, computational memory/storage (HBM-PIM, Smart SSDs) and fabrics, in building an expansive ecosystem for closely integrated memory hardware and software.
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| Exploring graphene batteries |
6/1/2022 |
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Graphene has now found a lot of commercial interest in battery and energy storage technologies, and alongside biosensors and phone cooling systems (several Chinese phones now use graphene cooling systems), batteries have become one of the most commercialized high–tech applications for graphene.
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| NAND flash revenue down 3% |
5/31/2022 |
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As manufacturers actively shifted production capacity to 128 layer products, the NAND flash market turned to oversupply, resulting in a drop in contract prices in the first quarter (1Q22), among which the decline in consumer-grade products was more pronounced,
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| Cincoze brings new turn to Edge Computing |
5/31/2022 |
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DV-1000 is an excellent fit for high-performance industrial applications with limited installation space, such as smart manufacturing, machine vision, and railway computing. The new DV series rounds out the Cincoze DIAMOND product line, providing industrial customers more performance, scalability, size, power, and certification options.
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| Thailand is geared up for innovation city projects |
5/31/2022 |
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After the country’s reopening from the COVID-19 pandemic, Bangkok is intended to be a regional innovation hub for innovation-friendly investment, regional air travel hub, and the creation of innovation districts, with the goal of attracting innovation-based entrepreneurs and stimulating strategic partnerships from around the world.
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| Small M&A deals are equally important to the Semiconductor Industry |
5/30/2022 |
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For semiconductor businesses, mergers and acquisitions have been a traditional method of growth. Increased regulatory scrutiny and fewer large semiconductor acquisition targets, however, have created a need for chipmakers to learn how to maximize their value from smaller transactions.
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| Qualcomm to work with major foundries |
5/26/2022 |
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Qualcomm Inc yesterday said it would maintain its supply chain strategy of sourcing chips from multiple foundry partners, including advanced chips from two major suppliers, to ensure a sufficient chip supply amid the COVID-19 pandemic.
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| Smartphone camera module shipments will increase to 5.02 billion units in 2022 |
5/26/2022 |
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The three-camera module remains the mainstream design this year and is forecast to account for more than 40% of total shipments. Only some smartphone models will adopt a four-camera design to differentiate their specifications, while the number of products with dual-cameras or less will fall, with entry-level models being the primary candidates.
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| Top 3 DRAM suppliers hold 94% of the market |
5/25/2022 |
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The three largest suppliers—Samsung, SK Hynix, and Micron—collectively held 94% DRAM market share in 2021 . South Korea-based Samsung and SK Hynix accounted for 71.3% of the world’s DRAM sales last year.
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| Broadcom is getting ready to acquire VMware |
5/24/2022 |
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Some material terms still need to be finalized, and a deal could fall through, Faber said on CNBC’s “Squawk on the Street.” It would be a cash-and-stock offer if it materializes, according to sources familiar with the deal. Michael Dell owns about 40% of VMware.
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