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3-21 #Home : CATL is reportedly considering sites across North America; LG plans to drop its automotive wireless smartphone charging unit; GM is acquiring SoftBank Vision Fund 1’s equity ownership stake in Cruise; etc.

The market is fearing inventory pile-up due to long foundry lead times although on several key factors, chipset shipments look to be tracking not far off the handset shipment actuals: (1) Qualcomm mix over volume. Qualcomm’s entire 4Q21 YoY mobile… Read more ›

3-19 #Quarantine : Intel has announced the first phase of its plans of investment in Europe; Google has reportedly acquired Raxium; Samsung SDI is reviewing building a separate battery plant in the US; etc.

Intel has announced the first phase of its plans to invest as much as EUR80B (USD88B) in the European Union over the next decade. Intel announced that it would invest billions of euros into its research and development (R&D) facilities… Read more ›

3-14 #Exercise : Samsung has established a new semiconductor package process organization; Apple has reportedly made an estimated GBP5B by no longer providing chargers and earphones with its new iPhones; Foxconn has been forced to suspend production after China partially locked down the cities of Shenzhen; etc.

According to Brand Finance, AMD is identified as world’s fastest-growing semiconductor brand, brand value up 122% YoY. In addition, AMD Chair and CEO Dr. Lisa Su is highest-ranked female chief executive in Brand Guardianship Index 2022 of world’s top 250… Read more ›

3-12 #NoFreedom : BOE is allegedly in talks with Honor to make a two-stack tandem OLED panel; Samsung is pondering how to reorganize its TV lineup; LG Electronics is reportedly planning to license out its patents; etc.

According to Strategy Analytics, Apple, Intel, MediaTek, Qualcomm and Samsung LSI captured the top-five tablet AP revenue share rankings in 3Q21. Apple maintained its tablet AP market share leadership with a 60% revenue share, followed by Intel with 13% and… Read more ›

3-10 #LockedDown : TSMC allegedly plans a 10-20% price hike for its 8” foundry services; OPPO and vivo would have 2 more foldable phones; Samsung will reportedly not ship A13 5G and A03s with a charger inbox in the U.S.; etc.

After dropping 2% in 2019, the foundry market logged a strong 21% rebound in 2020 as application processor and other telecom device sales into 5G smartphones acted as strong drivers. The foundry market continued its growth surge in 2021, registering… Read more ›

3-8 #Home : Nvidia has acquired Excelero; Samsung will not offer in-box chargers for upcoming M and A series; Türk Telekom has signed a MoU with Huawei; etc.

Taiwan Semiconductor Manufacturing Company (TSMC) has reported impressive yields for its next-generation chip manufacturing technology. Dubbed as the N3e, this technology is an upgrade over TSMC’s first iteration of the N3 node, which expects to shrink down some transistor dimensions… Read more ›

3-5 #GreenCode : Panasonic allegedly plans to build a U.S. factory to supply Tesla with lithium-ion batteries; vivo Nex series will be carried by their flagship vivo X Series; Sony and Honda Motor would pair up to develop and sell battery-powered electric vehicles; etc.

OPPO’s President, Liu Bo has revealed that the Find X5 series sales are relatively higher than its predecessors. He has further added that the company has also placed 10M orders for its newly self developed NPU MariSilicon X with TSMC.(Gizmo… Read more ›

3-3 #Home : Huawei is reportedly preparing to package on its own the NAND flash memory it procures; Samsung is found to be putting performance limits on over 10,000 apps; etc.

MediaTek has expanded its processor lineup with three new chips — Dimensity 8100, Dimensity 8000, and Dimensity 1300 — and a range of devices powered by the trio will be launched throughout 1Q22 / 2Q22. Dimensity 8100 / 8000 are… Read more ›

3-1 #Poked : OPPO has announced 240W charging technology; realme has announced its new Dart charging system UltraDart; Diodes has acquired onsemi wafer fabrication facility; etc.

Qualcomm has announced its latest next-generation modem for smartphones, Qualcomm Snapdragon X70 5G. The Snapdragon X70 can offer up to 10Gbps downlink speed and a peak 3.5Gbps upload speed, ensuring maximum performance. It has an AI-based channel-state feedback and optimization… Read more ›

2-26 #YellowToGreen : Qualcomm allegedly to have TSMC make all of its next-gen 3nm processors; Visionox has announced China’s first 1Hz low-power AMOLED display; LG Electronics is exiting the global solar panel business; etc.

TSMC is allegedly ready to take all of Apple’s 5G modem orders for its upcoming iPhone 14 series. The related chips will be produced using TSMC’s 6nm process, and the annual demand is expected to exceed 150,000. It will be… Read more ›

2-22 #Home : OPPO allegedly plans to commercialize rollable display in 2023; OLED DDI suppliers have never let up their efforts in winning more 28nm process capacity support; etc.

Arm has introduced a design for an automotive image signal processor to enhance driver assistance and automation technologies. The Arm Mali-C78AE image signal processor (ISP) is part of Arm’s AE line of safety-capable intellectual property suitable for advanced drivers assistance… Read more ›

2-19 #Home : Intel’s series of announcements; UMC has reported suspension of production at its Hejian 8-inch fab; Micron may raises its NAND prices; OPPO works with Hasselblad; etc.

At the end of Jan 2022, Intel announced that a batch of EUV equipment will enter the factory, but at that time, the Fab 34 fab in Ireland, Europe, was installed, which is a lithography resist track working with the… Read more ›

2-15 #LanternFestival : Intel is to buy Tower Semiconductor; Harman has announced that it has acquired Apostera; Luxshare Precision has signed a strategic cooperation framework agreement with Chery Group; etc.

According to Knometa Research, China’s share of the world’s capacity for fabricating IC wafers continued to grow in 2021. The country ended the year having 16% of global capacity, based on normalized installed monthly capacity amounts. Worldwide IC wafer capacity… Read more ›

2-12 #Nag : GlobalWafers will pursue a USD3.6B expansion plan; Kioxia and Western Digital have reported that unspecified contamination issues; Samsung mobile will focus on a 2-track strategy; etc.

IC Insights forecasts total semiconductor sales will rise 11% this year following a very strong 25% increase in 2021 and an 11% increase in 2020. If achieved, it would mark the first time since 1993-1995 that the semiconductor market has… Read more ›

2-10 #Life : Nvidia has abandoned acquiring ARM; Arm would go public; SUMCO has already sold out its production capacity through 2026; etc.

NVIDIA and SoftBank Group have announced the termination of the previously announced transaction whereby NVIDIA would acquire Arm from SBG. The parties agreed to terminate the Agreement because of significant regulatory challenges preventing the consummation of the transaction, despite good… Read more ›

2-8 #WorkDays : Intel has announced a new USD1B fund; Intel has joined RISC-V International; Spirit Airlines and Frontier Airlines are merging to become US 5th biggest airlines; etc.

Automakers, including General Motors, Ford Motor and Hyundai Motor, predict a near two-year chip constraint will ease in 2H22, but automotive chipmakers, on the other hand, expect a recovery to take longer. The leading automotive chipmakers like NXP and Infineon… Read more ›