IF / News – Daily News / Weekly Summary / Regular Discussion

3-18 #BigMan : Samsung Electronics will build 5 new domestic semiconductor plants; TikTok is allegedly considering separating from parent ByteDance; India to mandate that mobile phone brands permit the removal of pre-installed apps; etc.

Meta previously announced its plan to lay off more than 11,000 employees in late 2022. The company has just announced plans to let go of another 10,000 employees. Meta has referred to 2023 as its “Year of Efficiency”.(Android Central, Facebook,… Read more ›

3-11 #NoAnger : Apple is expected to introduce the iPhone ahead of schedule in 2024; realme will launch its first foldable mobile phone later in 2023; Apple is unlikely to move Face ID components under the iPhone’s display until 2025; etc.

Samsung Electronics will allegedly enter competition to develop more advanced chips for smartphones and PCs by starting again to develop cores for central processing units (CPUs). Samsung is planning to lower its reliance on ARM and face off with Apple… Read more ›

3-8 #WomenDay : Honor has launched its C1 network chipset; Xiaomi has unveiled a solid-state battery technology; Foxconn allegedly plans to invest about USD700M on a new plant in India; etc.

Honor has launched its C1 network chipset with Honor Magic 5 smartphones in China and compared its 5G capabilities with Huawei and Apple. Honor C1 is a radio frequency chipset, which promises to provide the best connectivity in low network… Read more ›

2-28 #VPN : Motorola is showing off a concept phone with a rollable display; Samsung Electronics is investing aggressively in India; Apple and Google have expanded their phone production in India; etc.

IC channel manufacturers admit frankly that the current speed of destocking is still slower than originally estimated. IC channel manufacturers analyze whether the current short order in the market is a flash in the pan, inflation and Fed interest rate… Read more ›

2-26 #Run : TSMC has postponed its plans for a new factory in Europe; TSMC is reportedly planning to expand its presence in Japan with a second chip plant; Samsung will allegedly use a new waterdrop-style hinge for the Galaxy Z Fold5; etc.

Google’s quantum computing department has announced a significant reduction in the error rate of quantum computers, a promising development for the future of computation. According to Google’s VP of Engineering Hartmut Neven and Director of Quantum Hardware Julian Kelly, in… Read more ›

2-24 #EmbraceOld : OPPO’s self-developed AP is allegedly already in taped-out; Microsoft and Nvidia has agreed to a 10-year partnership; Meta will be collaborating with SK Hynix and LG Display to develop MicroOLED; etc.

Samsung Electronics plans to borrow KRW20T (USD15.78B) from its display unit to secure working capital as the company seeks to maintain a similar level of investment as 2022, despite the sharp industry downturn to continue into the year. In a… Read more ›

2-17 #Celebrate : Arm China joint venture has laid off 90-95 employees; Samsung reportedly launches a price war for wafer foundry to grab; Micron Technology is cutting executives salaries; etc.

SoftBank Group’s chip technology firm Arm China joint venture has laid off 90-95 employees to cope with a challenging business outlook in 2023. Before the layoffs, Arm China had about 700 employees; there were no layoffs last year when parent… Read more ›

2-10 #Busy : Qualcomm has announced Snapdragon X35 5G Modem-RF system; Japan will shoulder a portion of capital investments related to a variety of semiconductors; Japan may opt for milder restrictions on chip production machinery sales in China; etc.

Qualcomm has announced Snapdragon X35 5G Modem-RF system, which is the world’s first to adopt NR-Light, a new 5G standard for midtier devices that do not require the power and performance of a 5G-capable smartphone or tablet , yet can… Read more ›

2-6 #Backtowork : Japan, Netherlands to join the US to abide by the additional sanctions on semiconductor export to China; India’s Union Budget 2023 includes the reduction in customs duty on the import of inputs/parts for manufacturing electronic device; etc.

Samsung Electronics’ mobile head Roh Tae-moon has said the company counts on demand for its premium smartphone devices to drive double-digit growth in sales in 2023, despite the consumers’ pent-up desire for a phone shopping and macroeconomic headwinds. Given that… Read more ›

1-31 #BacktoWork : Intel’s CEO Patrick Gelsinger has made 4 commitment; US may enforce more restrictions on Huawei; SK Hynix has reportedly reshuffled its CIS team; etc.

Intel’s CEO Patrick Gelsinger has made 4 commitments: One, deliver on 5 nodes in 4 years, achieving process performance parity in 2024 and unquestioned leadership by 2025 with Intel 18A. Two, execute on an aggressive Sapphire Rapids ramp, introduce Emerald… Read more ›

1-28 #HappyWorking : Google lays off about 12,000 jobs; Apple has allegedly halted the development of its own Wi-Fi chip for a while; Samsung and Qualcomm have struck a deal and the upcoming S23 series will use an exclusive chipset; etc.

Japanese government-backed chipmaker Rapidus plans to set up a prototype production line for cutting-edge 2nm semiconductors by 1H25, according to the President Atsuyoshi Koike. Rapidus plans to officially decide by Mar 2023 on a site for the prototyping facility, which… Read more ›

1-19 #CNY : Unigroup has discussed initial public offerings (IPOs) for 3 subsidiaries; Samsung and SK Hynix are planning to procure fewer silicon wafers; LGD may continue to scale down its LCD TV panel production; etc.

Worldwide semiconductor revenue increased 1.1% in 2022 to total USD601.7B, up from USD595B in 2021, according to Gartner. The combined revenue of the top 25 semiconductor vendors increased 2.8% in 2022 and accounted for 77.5% of the market. Samsung Electronics… Read more ›

1-18 #Nightmare : Samsung has introduced its latest 200Mp ISOCELL HP2; Google is rumored to be working on a Bluetooth tracking tag; Meituan has announced that it has completed more than 100,000 drone deliveries by 2022; etc.

Google is rumored to be working on a Bluetooth tracking tag similar to Tile, Apple’s AirTag, and Samsung’s Galaxy SmartTag. The device is currently in development under Google’s Nest team, which is generally the smart home division of Google’s hardware.… Read more ›

1-14 #LowBattery : Production costs for a TSMC 3nm wafer are estimated to exceed USD20,000; BOE is allegedly planning to build 2 new factories in Vietnam; Samsung seems to have shown interest in adopting a new mobile strategy; etc.

Alphabet’s Google has agreed to pay USD23M to resolve a long-running lawsuit brought by consumers who claimed its search engine shared their queries with advertisers or other third parties without their permission. The proposed settlement also requires Google to provide… Read more ›

1-8 #Tired : Qualcomm has announced Snapdragon Satellite; realme has detailed its new 240W charging standard; Motorola has announced that it has enabled Jio’s 5G on its 10 eligible devices sold in India; etc.

Google has filed a legal challenge in India’s Supreme Court to block a ruling by the country’s antitrust watchdog that will force the U.S. company to change how it markets its Android platform. The Competition Commission of India (CCI) in… Read more ›

1-4 #MyVIP : NVIDIA and Foxconn have announced a strategic partnership; LG Display showcases new foldable display; The Indian government is set to sweeten the deal to kickstart the coveted manufacturing of MacBooks and iPad; etc.

India and Vietnam are to become the biggest beneficiaries of smartphone supply chain migration out of China, according to DIGITIMES Research analyst Luke Lin, who estimates that India will produce 45-50% of Apple’s iPhones by 2027, on a par with… Read more ›