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Tuesday, January 16, 2018
Industry News
Micron gained on strong DRAM sales 12/21/2017
Revenues for the first quarter of 2018 were 11 percent higher compared to the fourth quarter of 2017, reflecting increased demand for our mobile, server, and SSD products.
40 companies filed price fixing suit against truck companies 12/21/2017
The plaintiffs claim the collusion meant they were overcharged for 35,000 trucks between 1997 and 2011.
Recounting DRAM latency issues 12/20/2017

DRAM latency problem into four issues:

* Inefficient bulk data movement.

* DRAM refresh interference. While DRAM is being refreshed, it can't all be accessed.

* Cell latency variation, due to manufacturing variability.

* The fourth issue, the impact of power on latency

DRAM sales to reach a record $21.1 billion in Q4 12/20/2017
The forecast $21.1 billion sales level in 4Q17 would be an increase of 65% compared to the $12.8 billion DRAM market of 4Q16.
Antitrust officials in China question about SK Hynix's roll in Toshiba bid 12/20/2017
Officials are looking at the fact that Hynix could take a sizable stake in the business if the sale goes ahead. Toshiba may need to offer some remedies to reassure the regulator that it won’t hurt competition.
MediaTek shows 5G LWA (LTE/Wi-Fi Link Aggregation) prototype 12/20/2017
MediaTek and ITRI have developed LWA prototype system that can improve network bandwidth in the 38/39GHz millimeter wave (mmWave) to address limitations with high-frequency transmission.
Adata Technology profits on the DRAM bloom 12/19/2017
The strong growth momentum indicates that Adata is on course this year to post a net profit equal to its NT$2.3 billion in share capital.
Nanya enters market with self developed 8GB 20nm DDR4 12/19/2017
Nanya Technology Corporation announced that they have completed their first independently-developed 20nm process 8GB DDR 4 DRAM, and after having obtained PC companies’ certification, they will begin shipments this month.
ASE/SPIL stock swap date to defer 12/19/2017
The companies have decided to defer the long stop date for share exchange from December 31, 2017 to October 31, 2018 beause their plan to set up a joint holding company in May 2018 had just been approved by Anti-monopoly Bureau under China's the Ministry of Commerce November 24.
Globalfoundries to put autombile chips in Dresden and IoT in Chengdu 12/19/2017
Globalfoundries (GF) will have its 12-inch wafer fabs in Dresden, Germany focus on using FD-SOI (fully-depleted silicon-on-insulator) process technology to fabricate automotive-use chips for the European market, while its fab in Chengdu, China will be dedicated to manufacturing ICs on the process for IoT (Internet of Things) and 5G applications.
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