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Wednesday, October 31, 2018

Industry News

Taiwan-based server motherboard makers to be pressured to leave China	10/10/2018
Clients are likely to want them to speed up the relocation following a recent Bloomberg report that claimed China implanted spy chips on Supermicro's server boards made in the country.

Intel unveils 9th Gen processor touted as "best gaming processor in the world"	10/10/2018
The 9th Gen K-Series chips, including the Intel Core i9 9900K, will run at 5 gigahertz when overclocked from the base speed of 3.6 gigahertz. The company tested the processor against the competition (Advanced Micro Devices’ Threadripper processors) and can claim, “The results are absolutely clear. It’s the best gaming processor in the world, period.”

Discovery of spy chips will lead to tighter chip validations	10/10/2018
Analysts said the impact of the reported spying will be substantial. “There’s going to be structural changes in how hardware gets validated, tested and approved across the supply chain

Macquarie Research thinks that Tesla is on the road to profit	10/9/2018
"Tesla appears on track for production targets & should be able to achieve profitability" in the second half of this year,"

Global foundry industry output to reach US$81.94 billion in 2023	10/9/2018
TSMC and other major pure-play foundries will continue expanding fab capacities through 2023, when the top-4 vendors will see their combined capacities reach 67,078,000 8-inch equivalent wafers annually representing a CAGR of 6.8% in the five-year forecast period.

Phone manufacturers are pressing Taiwan chip makers to lower prices	10/9/2018
Many Taiwan-based IC design houses have come under pressure to lower chip prices for their smartphone clients - mainly China-based ones - and have to find ways to cut manufacturing costs to maximize their profitability from the lower quotes.

Rumor of Chinese spies planted chips in servers forced companies to examine their supply chain	10/9/2018
“There’s going to be structural changes in how hardware gets validated, tested and approved across the supply chain following this. We’ve lost the trust factor -- and where something is made will get scrutinized until steps are taken to get that trust factor back."

Taiwan-based IC designers seen increased chip orders for Android smartphones	10/8/2018
Taiwan IC designers have seen their shipments to the China vendors rise significantly. Among them, MediaTek's AI-enabled Helio P60 chipset has seen increasing penetration in smartphone models sold in China.

Samsung still reaping record profit from memory bloom	10/8/2018
But sharp price slides for some types of chips have brought an end to a two-year super cycle of tight supply and soaring demand, and analysts expect the July-September quarter will mark a peak in earnings for the South Korean tech giant.

Companies deny report that hacker's microchips are embedded into servers	10/8/2018
ources told Bloomberg that the chips — about the size of a grain of rice and not part of the servers' original design — were inserted at factories run by manufacturing subcontractors in China. The attacks were made on servers sold by Supermicro, according to the report.

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