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

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 ›

7-26 #Durian : Samsung has celebrated the first shipment of 3nm GAA chips; Intel and MediaTek have announced a strategic partnership; U.S. Energy Department intends to loan a joint venture of General Motors and LG Energy Solution USD2.5B; etc.

Amid India’s efforts to build a local semiconductor supply chain, a Taiwanese delegation, with members including semiconductor manufacturers, is reportedly planning to visit India for semiconductor cooperation. After the Indian side visited Taiwan twice in 2021 to discuss semiconductor cooperation,… Read more ›

7-23 #SoulSucking : Samsung is considering investing around USD200B in new semiconductor plants in the Austin area; Apple is allegedly testing a 9” foldable OLED display; SK Hynix has indefinitely postponed plans for a KRW4.3T expansion of a memory chip plant; etc.

Samsung is considering investing around USD200B in new semiconductor plants in the Austin area. Samsung has filed 11 applications in Texas, where it is seeking tax breaks potentially amounting to USD4.8B for the construction of the chip factories, if all… Read more ›

7-21 #GreenThing : GlobalFoundries’ planned factory in upstate New York will likely be delayed; Samsung may offer tri-cam for its future Galaxy A series; General Electric has revealed the names of the 3 distinct companies; etc.

To succeed the Snapdragon Wear 4100+ platform, Qualcomm announces the Snapdragon W5 Gen 1 and the W5+ Gen 1. Qualcomm touts that its new wearable chipsets will offer up to 2X the performance using half as much power compared to… Read more ›

7-19 #INF : SK hynix has reportedly suspended a factory expansion; CATL is reportedly considering at least 2 locations in Mexico; Samsung has reportedly decided to close down its feature phone business in India in Dec 2022; etc.

Google has removed its open source Zircon-based operating system Fuchsia’s code from the Android Open Source Project (AOSP). Google seemingly started working on Fuchsia back in 2016 and in 2019, it was described as one of the company’s experiments around… Read more ›

7-17 #VIP : Intel may raise prices on a majority of its microprocessors and peripheral chips; BYD has a plan to develop proprietary autonomous driving-dedicated chips; Rivian is allegedly planning to lay off about 700 employees; etc.

The Indian Finance Ministry has said that the Directorate of Revenue Intelligence (DRI) has detected Customs duty evasion of around INR4,389 crore (USD551M) by OPPO Mobiles India. The company has been issued a showcause notice, following the recovery of documents… Read more ›

7-13 #GluetoiPad : Samsung has started MP　of 3nm chips for high-performance computing segment customers; Dell’s 3Q22 orders for monitors and notebook panels will be reduced by 50%; Samsung’s inventory depletion is not as good as expected; etc.

Samsung Electronics has announced that it has started mass production of 3nm chips for some customers in the high-performance computing segment, ahead of TSMC in terms of mastering this stage of lithography. Samsung decision to start manufacturing 3nm chips at… Read more ›

7-9 #Multiscreens : vivo has allegedly sent about 50% of its turnover in India to China to avoid paying taxes; SEMCO plans to spend more on its FCBGA packaging substrate production; Tesla CEO terminates deal to buy Twitter; etc.

Global smartphone chipset (SoC/AP+Baseband) shipment declined 5% YoY in 1Q22 due to seasonality, weaker demand in China amid lockdowns and over shipping from some chipset vendors in 4Q21, according to Counterpoint Research. However, this decline was offset by strong growth… Read more ›

7-7 #Old : OPPO is reportedly working on two new foldable smartphones; Apple has reportedly approved supplier BOE to provide OLED panels; Samsung is considering dropping its prices for memory chips in 2H22; etc.

Japanese chemicals supplier Showa Denko K.K. expects to further raise prices and cut back unprofitable product lines as it grapples with a barrage of economic challenges confronting the USD550B semiconductor industry. That is on top of at least a dozen… Read more ›

7-4 #VIP : Capacity utilization has fallen to 20–30% at Samsung’s CIS production line; Taiwanese foundries are still operating at full capacity for both 200mm and 300mm wafer production; CATL has indicated that the total amount of lithium in the world is sufficient; etc.

Taiwanese foundries are still operating at full capacity for both 200mm and 300mm wafer production. The 28nm process is running at full capacity, but demand looks to be slowing somewhat. Foundries have maintained full capacity utilization by increasing production of… Read more ›