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Thursday, October 18, 2018
Industry News
Semiconductor manufacturers are weighing relocation of packaging from China 9/25/2018
Mitsubishi Electric (6503.T), Toshiba Machine Co. (6104.T) and Komatsu (6301.T) of Japan began plotting production moves since July, when the first tariffs hit, and the shifts are now under way. Others, such as Taiwanese computer-maker Compal Electronics (2324.TW) and South Korea’s LG Electronics (066570.KS), are making contingency plans in case the trade war continues or deepens.
Amazon unveiled its vision for smart homes powered by Alexa 9/24/2018
The Seattle internet giant is pushing Alexa more deeply into customers' lives, hoping to popularize technology that has yet to go mainstream and connecting people more to Amazon's universe of things to buy.
Micron said that tariffs will impact memory prices and profit 9/24/2018
Chief Financial Officer David Zinsner said Micron expects to be able to work through the blow from tariffs but it will take up to a year.
Toshiba Memory and Western Digital JV R&D center opens in Japan 9/24/2018
Mass production of 96-layer 3D flash memory at Fab 6 kicked off earlier in September 2018. Toshiba Memory and Western Digital have installed cutting-edge manufacturing equipment for key production processes including deposition and etching at the new fab.
Samsung Electronics to cut memory production 9/24/2018
After tremendous growth over the past 18 months amid shortages, the memory chip market is softening, with industry analysts warning of a looming downturn amid oversupply.
What if Amazon gets into banking ? 9/21/2018
A Bain & Company survey of 6,000 people published Tuesday showed that consumers trust Amazon (amzn, +0.39%) more than they do their banks: 65% of Amazon Prime customers said they would sign up for a bank account with Amazon (specifically, a free account that offered 2% cash back), while 43% of non-Prime customers and 37% of non-Amazon customers said they would.
Cadence Design offers IP for AI processor 9/21/2018
As a result, the DNA 100 processor is well suited for on-device neural network inference applications, spanning autonomous vehicles (AVs), ADAS, surveillance, robotics, drones, augmented reality (AR) /virtual reality (VR), smartphones, smart home and IoT
Amazon launches new tool to enhance visual shopping 9/21/2018
Using a combination of imagery, a thumbs up and down voting mechanism, and machine learning technology, Scout offers an almost Pinterest-like way of browsing Amazon products, then refining recommendations through user input.
DRAM focus moving towards data center 9/21/2018
Big DRAM buyers are companies such as Facebook, Google and Amazon, who are going ahead and buying whatever memory they need to run large, network storage systems and server applications, said Matas, and they’re fine with paying a premium price because of limited DRAM capacity.
Toshiba Memory brushed aside concerns about falling memory chip prices 9/20/2018
“But we are addressing long-term demand” driven by increasing amounts of data storage due to the rise of powerful smartphones and efficient data centers."
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