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Thursday, February 21, 2019

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Industry News
8 inch foundry capacity on demand due to IoT activities 2/4/2019
Vanguard has been seeking overseas acquisitions of 8-inch and 12-inch fabs these two years mainly to meet requests from major IDM clients including Infinenon to provide long-term capacity support.
Boeing shares soared on beating sales expectations 2/4/2019
Boeing Co. had net income of $3.42 billion, or $5.93. Earnings, adjusted for non-recurring gains, came to $5.48 per share, easily topping the per-share profit of $4.52 that industry analysts were looking for.
Qualcomm beat estimates 2/1/2019
CEO Steve Mollenkopf said the earnings beat was "driven by strong product leadership and operating expense management."
U.S. icon, Caterpillar returns to profit 2/1/2019
Caterpillar earned $1.05 billion, or $1.78 per share. Stripping out restructuring costs and other items, earnings were $2.55 per share, which was 43 cents short of analyst expectations.
Intel make interim CEO perminent 2/1/2019
Robert Swan, who has also been the company's chief financial officer since 2016, becomes the seventh CEO in Intel's 50-year history. He was also named to Intel's board of directors.
Smartphone to stay with DRAM and Flash memory 2/1/2019
“So far, the NAND size is the key selling point, while only the most technically astute consumers concern themselves with the size of the DRAM,”
Samsung advanced to one-terabyte embedded memory chip 1/31/2019
The new memory will almost certainly be in the upcoming Galaxy S10 -- to be unveiled on February 20 -- as well as in the flagship phones of other manufacturers.
Shanghai SMIC now ready for 14nm production 1/31/2019
SMIC has made significant progress with its FinFET process development since Liang Mong-song, former R&D guru of Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Foundry, joined the Shanghai-based foundry.
When counterfeit supplies become a problem 1/31/2019
Technology advancements have only added to the problem: electronic components can now be cloned so well that they cannot be distinguished from the genuine article. But counterfeiting is not just a technology issue —procurement and supply chain practices also contribute to the proliferation of fake devices.
Mars surface details captured by Teledyne CCD Sensor 1/31/2019
Teledyne DALSA upgraded the imaging sensing technology to survey the InSight landing site and determine the optimum place to deploy, for the first time on another planet, a seismometer and a heat probe capable of drilling 15 feet down into the subsurface of Mars.
Defective chemical material conteminates production at TSMC 1/30/2019
"TSMC has discovered a shipment of chemical material used in the manufacturing process that deviated from the specification and will impact wafer yield," the company said in a statement. It said it was investigating the cause of the problems at the Fab 14B production site in southern Taiwan and contacting customers.
5G development activity benefits Xilinx and others 1/30/2019
“The start of this ramp [up of 5G spending] is happening faster than we had thought,” Xilinx Chief Executive Victor Peng said on the company’s quarterly earnings call on Jan. 23. “And the strength for coming out of the gate is pretty strong.”
Budget Office calculated the government shutdown cost $3 billions to economy 1/30/2019
Overall, CBO predicts that just $3 billion in lost gross domestic product will be permanently lost, a modest figure in a $20 trillion-plus economy. By year's end, CBO says, GDP would be just 0.02 smaller because of the shutdown, which shuttered many domestic agencies.
Intel to spend $10 billion expanding fab in Isreal 1/30/2019
Israeli business publication Globes reported that Intel asked that Israel for a state grant amounting to about 10% of the cost of the project. The report indicated that Intel is already preparing the physical infrastructure for the new fab.
AMD subcontracts PCIe 4.0 design work to Taiwan ASMedia 1/29/2019
AMD has announced that its 3rd generation Ryzen desktop processors fabricated by TSMC with 7nm process will hit the market in mid-2019, which will be the world's first PC processor platform that supports PCIe Gen 4 with transmission speed doubling to 16GT/s. The PCIe Gen 4 is expected to become mainstream motherboard PCH in the future.
SK Hynix reports 10% up on annual sales 1/29/2019
The South Korean semiconductor manufacturer reported sales of ?9.94tn ($8.9bn), up 10 per cent year-on-year but down 13 per cent on the prior quarter in what has historically been its busiest three months of the year. Similarly, net profit was up 6 per cent on a year ago to ?3.4tn ($3.04bn), but down 28 per cent sequentially.
Transition from DDR4 to DDR5 won/t be easy 1/29/2019
Those are the data and clock rate, VDD (or operating voltage), power architecture, channel architecture, burst length, and improvements for higher-capacity DRAM support. These new changes present special design considerations.
New Bluetooth and WiFi standard to improve location service within centimeter 1/29/2019
Smartphone giants Apple and Samsung have been active in the .4z meetings also attended by Huawei, leading some to suggest that the capability could be integrated in handsets within two years.
Mercury Systems to offer space qualified SSD 1/28/2019
Designed to operate reliably in high radiation environments, this is the first commercial SSD leveraging VITA 78 SpaceVPX standards to reduce cost and mitigate programme risk. In addition to commercial satellite applications, this device is also intended for high-altitude aircraft, airborne weapons and mission-critical ground computing systems.
Western Digital announced cost cuting 1/28/2019
Western Digital is targeting $800 million in annualized reductions in non-GAAP cost and expenses, Milligan said on the post-earnings call, adding that the company is accelerating the closure of a plant.
Intel reports China chip demand slowing 1/28/2019
Growth in data center sales came in far below what the company forecast as demand from Chinese customers weakened.
Semiconductor outlook unclear with many variables 1/28/2019
Big uncertainties over China and European trade and the bottom of the memory cycle predicts that the semiconductor industry will slow down over the next two years before picking up steam again. But in long term, don’t worry about China,
German government to spend $568 million research into next generation EV batteries 1/25/2019
The new facility aims to transfer known-how from Germany’s Fraunhofer science institute to private firms, helping reduce the risk for companies ready to start EV battery production.
Qualcomm, Intel and MediaTek are in the race for 5G modems 1/25/2019
Judging from actual field tests by related parties on 5G mobile communications technologies, the sources commented, Qualcomm, Intel and MediaTek will remain the only three players in the segment of 5G modem chips in the initial stage of the 5G era.
Semiconductor M & A down 75% from 2015 peak 1/25/2019
Total chip industry deals reached in 2018 — including semiconductor companies, business units, product lines, and related assets — were worth roughly $23.2 billion last year, down from $28.1 billion in 2017, according to estimates.
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