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Wednesday, October 31, 2018

Industry News

Netflix gains 7 million new subscribers	10/17/2018
Netflix shares, already up about 78 percent so far this year, jumped 14 percent to $394.25 in after-hours trading, and boosted other high-tech stocks.

Qualcomm offers “60GHz Wi-Fi" on chip	10/17/2018
Qualcomm is referring to its latest chipsets as part of its “60GHz Wi-Fi portfolio,” but the technology is also known as 802.11ay and WiGig.

Kingston crown top SSD seller through channel market	10/17/2018
Total annual SSD shipments from all memory module makers grew by 2-3% YoY for the year. Branded NAND Flash manufacturers jointly accounted for 40% of the global SSD shipments for 2017, while the other 60% was contributed by memory module makers.

Qualcomm asked a federal judge to delay ruling in order to pursue settlement	10/17/2018
At issue in the civil litigation and regulatory disputes is whether Qualcomm’s patent licensing practices, when combined with its chip business, constitute anticompetitive behavior.

This is a great country and it does need to be defended.— Jeff Bezos	10/16/2018
Amazon is bidding for a 10-year contract with the Defense Department known as the Joint Enterprise Defense Infrastructure project, JEDI, to offer cloud computing services worth up to $10 billion.

Average revenue per wafer for foundries heading downward	10/16/2018
IC Insights believes the big foundry companies are likely to be fierce competitors among themselves—especially TSMC and Samsung—and as a result, pricing will likely be under pressure through 2022.

As ASE Technology and customers looking for contingency plans to back out of China	10/16/2018
ASE's Wu said "There is no need for businesses to be overly pessimistic about it, as global economic activities are not dominated by any single country but by terminal markets."

Apple to acquire U.K.-based Dialog Semiconductors	10/16/2018
2018 revenue from Apple for PMICs is expected to be $875 million but will start declining from the second half of 2019.

3.3-inch Palm aims to be "phone" for your phone	10/15/2018
Palm is the latest retro brand, alongside BlackBerry and Nokia, to hitch a ride with Android in the hopes of making a comeback. It's most associated with the Palm Pilot, Palm Treo and Palm Pre. It resurrects that venerable gadget brand that popularized the concept of personal digital assistants in the days before the iPhone.

Google aims at total carbon-free energy	10/15/2018
They're now measuring how the hourly power use for each data center lines up with the hourly carbon-free supply in a given region (which bounces around due to the variability of renewables).

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