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

1-27 #VIP : Samsung has indicated that its semiconductor manufacturing facilities in Xian, have returned to normal operation; SK Hynix to supply NVMe SSDs to Meta; General Motors and LG are building a third Ultium factory in the US; etc.

Merck has announced that it will invest at least CNY1B (about EUR130M) in China’s electronic technology business by 2025. Merck has said that the investment is mainly used for the production, research and development of electronic materials, and the localization… Read more ›

1-25 #Read : Nvidia is rumored quietly preparing to abandon its purchase of Arm; Sony plans to use the 40nm process of TSMC’s Nanke Fab 14B plant for its 48MP CIS; Micron is allegedly disbanding its Shanghai R&D center; etc.

Worldwide semiconductor revenue increased 25.1% in 2021 to total USD583.5B, crossing the USD500B threshold for the first time, according to Gartner. Samsung Electronics has regained the top spot from Intel for the first time since 2018, with revenue increasing 31.6%… Read more ›

1-23 #Nephew : US gets ready for immediate actions in the chip sector if Russia invades Ukraine; TSMC has announced a capital spending of USD40-44B for 2022; Tesla has recently given out orders for camera modules; etc.

White House National Security Council (NSC) officials Peter Harrell and Tarun Chhabra have reportedly told representatives of the Semiconductor Industry Association (SIA) to get ready for immediate actions in the chip sector if Russia invades Ukraine. The range of potential… Read more ›

1-22 #VIP : Intel plans for more than USD20B in the construction of chip factories in Ohio; Samsung Display is reportedly advancing its withdrawal from the LCD business; Ericsson has filed another set of patent infringement lawsuits against Apple; etc.

Worldwide semiconductor revenue increased 25.1% in 2021 to total USD583.5B, crossing the USD500B threshold for the first time, according to Gartner. As the global economy bounced back in 2021, shortages appeared throughout the semiconductor supply chain, particularly in the automotive… Read more ›

1-19 #3Pt1Line : Samsung unveils Exynos 2200; LGD is going to expand its small and medium-sized OLED plant in Paju; Samsung Galaxy Note is likely to return sometime in 2022; etc.

Intel has chosen the Greater Columbus area to build a new factory that it intends to invest up to USD20B in to expand semiconductor capacity. The new plant will employ 3,000 workers and will be situated on a 3,190 acre… Read more ›

1-15 #Accompany : TSMC has earmarked USD40-44B in 2022 order for increasing its manufacturing capabilities; Samsung is aiming to ship 334M units of smartphones in 2022; Magic Leap has announced the participation of key healthcare technology companies in the Early Access Program for Magic Leap 2; etc.

Sony will continue producing PlayStation 4 consoles throughout 2022 as it navigates disruptions to the global supply chain that have limited output of its pricier PlayStation 5 (PS5). Sony, whose flagship PS5 console has been in scarce supply since its… Read more ›

1-12 #Stay4CNY : Apple’s iPhone 15 to be released in 2023 will allegedly use Apple’s self-developed chips for the first time; OPPO and Xiaomi are reportedly already experimenting with 200W fast charging; Samsung Electronics has allegedly set up a dedicated team within the company to study the Chinese market and relevant marketing strategies; etc.

1-10 #PoorEfficiency : A fire occurred at ASML’s factory in Berlin; Xiaomi’s liquid camera is able to realize the coexistence of telephoto and macro; Samsung has finally discontinued its Tizen Store platform from its Tizen phones; etc.

1-8 #SameOld #CES2022 : Qualcomm, Intel, Nvidia, AMD series of announcements; Samsung Display is showcasing a few foldable display concepts; Samsung Electronics has set out its own “Tiger” strategy to seek a more aggressive push in the North American market; etc.

1-4 #BackToWork : Teslapredicts that an economic crisis (or a financial crisis) will occur within a year in 2022; realme aims to be the 5G leader and democratizer in India; TSMC has decided to build a 100-hectare factory in the Zhongke Park in Taichung; etc.

12-31 #ComingNewYear : Huawei allegedly intends to build a fab in Shenzhen in conjunction with SMIC; LGD has unveiled its next generation of OLED technology; Xiaomi intends to take on the global leaders in the smartphone industry; etc.

12-28 #Freezing : TSMC plans to begin commercial production of chips built on its 3nm process in 4Q22; HiSilicon has unveiled the new image signal processor (ISP), Yueying ISP; Samsung allegedly expects to release about 80M orders for smartphones and tablets to ODM manufacturers in 2022; etc.

12-25 #Christmas : Xiaomi has announced its third self-developed chip Surge P1; AMD will acquire about USD2.1B of silicon wafers from GlobalFoundrie in 2022-2025; TSMC has entered into an energy purchase agreement for 1.2GW of wind energy; etc.

12-24 #ChristmasEve : Intel and Italy are intensifying talks over investments expected to be worth around EUR8B; CATL is reportedly planning to build a EUR2B worth of battery plant in Poland; Apple has filed a lawsuit against cellular technology company Ericsson; etc.

12-20 #Sweat : MediaTek will be launching the first 5G mmWave mobile SoC in 2022; Samsung will manufacture Tesla’s next-generation hardware 4 (HW 4.0) chip; Google has announced Android 12 (Go edition) for the entry level smartphones; etc.

12-17 #Angel : TSMC has unveiled N4X pecially tailored for use in high-performance computing (HPC); Tianma has signed an agreement with Xiaomi; India has approved a USD10B (roughly INR76,090 crore) incentive plan to attract semiconductor and display manufacturers; etc.