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Industry
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China's semiconductor industry output reached $231 billion
The country's semiconductor industry output was worth $231 billion in 2018, a sign of strength amid trade uncertainty with the US. The China Semiconductor Industry Association says China's 2018 IC industry revenue increased by 20.7% from 2017.
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Huawei's CEO declares that U.S. ban has no impact on his company
Trump administration's order last week steps up pressure on Huawei, which Washington says is a security risk, and threatens to hamper sales of network gear and other products. Huawei is the No. 2 global smartphone brand but relies on Google's Android operating system and U.S. components suppliers.
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Trump delays Huawei ban for 90 days
The Bureau of Industry and Security (BIS) has granted suppliers a temporary general license to continue selling to Huawei for 90 days, subject to certain conditions.
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Trade war will certainly hurt Apple
Apple will be most affected among other smartphone brands. TrendForce predict that due to the significant role that Apple plays in the American economy, Apple are likely to receive exemptions for their products.
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Hewlett Packard Enterprise to acquire Cray for $1.3 billion
Over the next three years the HPC segment of the market and associated storage and services is expected to grow from approximately $28 billion in 2018 to approximately $35 billion in 2021, a compound annual growth rate1 of approximately 9 percent.
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Major U.S. supply chains to cut off Huawei
Chipmakers including Intel Corp., Qualcomm Inc., Xilinx Inc. and Broadcom Inc. have told their employees they will not supply Huawei until further notice, according to people familiar with their actions. Alphabet Inc.’s Google cut off the supply of hardware and some software services to the Chinese mobile phone equipment giant,
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Qualcomm and HiSilicon submitted order to fab 5G modem chips at TSMC
TSMC has kicked off volume production for 5G modem chips for Qualcomm and HiSilicon, and is gearing up for production for MediaTek's Helio M70 5G modem in the second half of 2019, according to industry sources. All their first 5G modem solutions will be built using TSMC's 7nm process technology.
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Intel to regain top silicon title from Samsung
While Samsung held the full-year number one ranking in 2017 and 2018, Intel is forecast to easily recapture the number one ranking for the full-year of 2019, a position it previously held from 1993 through 2016.
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5G to be the key driver for growth at STMicroelectronics
Jean-Marc Chery, president & CEO, said that ST has ten "macro" programs that will contribute to its growth, boosted by 5G deployment. He added, “We are strongly convinced we will deliver $12 billion revenue second half of 2021.” ST believes that this can be supported by its current manufacturing infrastructure as well as an external foundry strategy.
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China's Belt and Road Initiative is ricking up debts
Developing nations have welcomed the initiative to increase trade by building ports and other facilities in a region the Asian Development Bank says needs $26 trillion of investment by 2030 to keep economies growing. But countries including Malaysia and Thailand have canceled or scaled back projects due to high costs, while some others are struggling to repay Chinese loans.
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EDA companies diversified during down turn
Synopsys has for several years been making inroads into the market for software security and software tools, snapping up more than 10 firms in this arena, from the acquisition of Coverity in 2014 to the acquisition of Black Duck Software in 2017. Cadence has been broadening its reach into the embedded software space, as evidenced by a strategic partnership with Green Hills Software in February that included Cadence taking a 16% stake in the firm.
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