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9-11 #Pray : Apple has reportedly added China’s YTMC to its list of NAND flash suppliers; Apple has announced its partnership with Globalstar; Tata Group is in talks with a Taiwanese supplier to Apple; etc.

Samsung Electronics sees the sharp downturn in chip sales extending into next year, the latest note of pessimism for a semiconductor industry reeling from a dramatic pullback in sales of PCs, smartphones and data servers. Kyung Kye-hyun, who heads Samsung’s… Read more ›

9-8 #3Years : Qualcomm SD6Gen1 and SD4Gen1 are announced; Apple is expected to use ‘hybrid’ OLED panels; SK Hynix will build the M15X new fab; etc.

According to Qualcomm, the Snapdragon 8 Gen 2 chip is expected to be released in Nov 2022, and uses TSMC’s 4nm process. The first batch of mobile phones equipped with Snapdragon 8 Gen2 is currently tentatively scheduled for the second… Read more ›

9-5 #Nephew : TSMC plans to build 23 plants in 2020-2023; TSMC and UMC will see full capacity utilization for 22/28nm processes persist at least throughout 2022; Aurora may consider sell to Apple or Microsoft; etc.

OPPO announces Pantanal cross-platform system. Pantanal is claimed to be the first cross-platform system designed for different devices and systems to connect and collaborate. OPPO says that with cross-device sensing and computing capabilities, Pantanal can better understand and anticipate users’… Read more ›

9-3 #NewVocab : Meta and Qualcomm will cooperate in VR development; AMD and Nvidia have successively received notices to cut off the supply of high-end GPU chips to customers in China; Samsung Display transferred its patents in the US related to LCD to CSOT back in Jun 2022; etc.

Facebook parent company Meta and Qualcomm will cooperate in VR devices development. Meta and Qualcomm said in a statement that the companies’ engineering and product teams will work together to produce the chips. The chips will be powered by Qualcomm’s… Read more ›

9-2 #831MsiaDay : ARM sues Qualcomm and Nuvia; LGES and Honda has established a JV; OPPO to drop inbox charger in next 12 months; etc.

EU antitrust regulators will not appeal a court ruling scrapping its EUR997M (USD991M) fine against Qualcomm, in a major win for the U.S. chipmaker that ends a long-running saga. The Luxembourg-based General Court, Europe’s second-highest, in its Jun 2022 judgment… Read more ›

8-28 #Home : Samsung is reportedly testing two new chipsets; NVIDIA and AMD are reportedly planning to reduce the GPU pricing; Samsung Display aims to mass produce OLED microdisplays by 2024; etc.

Samsung is reportedly testing two new chipsets. One of them could be the successor to the Exynos 1280. It would be named the Exynos 1380. The model number of the other chipset is S5P9865, which may be the next-generation Google… Read more ›

8-25 #GreenCode : Apple will be the first customer to use TSMC’s 3nm chips by the end of 2022; Samsung to expand semiconductor production capacity in South Korea; GF plans to raise prices for some of its manufacturing processes by up to 8% in 2023; etc.

Full-scale mass production of the 3nm node is not projected to begin until 2H23, and TSMC will also begin their N3E later in 2023. mportant customers for the 3nm node besides Apple include AMD, Broadcom, Intel, MediaTek, NVIDIA, and Qualcomm.… Read more ›

8-20 #CrappyIT : TSMC’s 3nm chip will be mass-produced in 2H22; Samsung aims to invest to increase 4nm production; Samsung has dropped its smartphone shipment to 260M units in 2022; etc.

According to SemiWiki’s Malcolm Penn, the current semiconductor Super Cycle is finally drawing to a close and the 17th market downturn has now well and truly started. At the macro level, the worldwide semiconductor momentum indicator, pictured above, passed through… Read more ›

8-16 #VIP : Samsung heir Lee Jae-yong is pardoned; The US Chips Act is being signed by President Joe Biden; The US is ready to block the export to China of EDA software; etc.

Antonio Varas, chief strategy officer of Synopsys, has said that TSMC produces 90% of the world’s advanced process chips below 10nm. If Taiwanese chips cannot be exported due to the conflict in the Taiwan Strait, factories around the world may… Read more ›

8-13 #Greeniseverything : India has not considered such proposals of restricting Chinese smartphone vendors from selling smartphones below INR12,000; Hyundai Motor Group has announced the launch of Boston Dynamics AI Institute; OPPO is allegedly working on 2 foldable smartphones to be launched internationally; etc.

OPPO is allegedly working on 2 foldable smartphones to be launched internationally. These may be called Find N Fold and Find N Flip, as these names have recently been trademarked with the EU Intellectual Property Office. The upcoming foldable phones… Read more ›

8-10 #EveryDayPoked : US President Biden has signed CHIPS; The Indian government is seeking to restrict Chinese vendors from selling sub-INR12,000 smartphones; OPPO and OnePlus have stopped selling products through their German online stores; etc.

United States President Joe Biden has signed into law a bipartisan bill that aims to boost U.S. competitiveness with China. The bill includes more than USD52B for U.S. companies producing semiconductors, as well as billions more in tax credits to… Read more ›

8-6 #Technologies : World chip sales growth has decelerated for 6 straight months; Sony expects demand for CIS for high-end smartphones to remain robust this year; Amazon has acquired iRobot; etc.

Apple has reportedly asked suppliers to ensure that shipments from Taiwan to China strictly comply with Chinese customs regulations. Apple has reportedly told suppliers that China has started strictly enforcing a long-standing rule that Taiwanese-made parts and components must be… Read more ›

8-5 #Space : Intel and Italy are reportedly close to a USD5B deal to build a chip plant in Italy; The etching machine manufactured by AMEC will be shipped to TSMC’s US factory; CATL has decided to push back announcing a multibillion-dollar North American plant; etc.

Intel will unveil their next-generation Wi-Fi 7 (802.11be) in 2024. Intel is currently developing Intel’s Wi-Fi ‘802.11be’ in order to obtain the ‘Wi-Fi Alliance’ certification, and it will be installed in PC products such as laptops by 2024. Wi-Fi 7… Read more ›

8-3 #Poking : OnePlus will cooperate with TP-LINK; Samsung is developing a new display refresh rate technology; SK hynix has developed its first DDR5 DRAM-based CXL memory samples; etc.

Google is announcing the expansion of partnership with SkyWater Technology. Google is working together to release an open source process design kit (PDK) for SKY90-FD, SkyWater’s commercial 90nm fully depleted silicon on insulator (FDSOI) CMOS process technology. SKY90-FD is based… Read more ›

7-31 #Space : Samsung to build a new semiconductor manufacturing facility in Taylo, Texas; MediaTek’s customers will continue to adjust their inventories for another “2-3 quarters”; realme will launch at least 4 new products in India; etc.

According to IDC, 67.2M smartphones shipped in China in 2Q22, down 14.7% YoY. In 1H22, the market also saw a 14.4% YoY decline with around 140M units. Although the overall smartphone market showed weak momentum, foldables stood out by growing… Read more ›

7-29 #LockedCrazy : Qualcomm strengthen partnership with Samsung; Samsung has dismissed suggestions that it would discontinue its Exynos chipset; TCL allegedly talks to Apple; etc.

According to TF Securities analyst Ming-chi Kuo, the world’s largest GaAs foundry WIN Semiconductors has offered a conservative 2H22 outlook, mainly due to weak demand for Android phones. His latest survey indicates that other component suppliers (e.g., MOSFET, adapters, camera… Read more ›