4-29 #BFF : Samsung has said that it is on track to start high-volume production using its 3GAE in 2Q22; Samsung is reportedly reviewing using batteries from ATL for its upcoming foldable smartphones; Foxconn has reportedly started assembling Apple iPhone 13 in Brazil; etc.

Snap is launching a new feature called Director Mode, aimed at providing easier access to Snapchat’s native creative tools for publishing video on its platform, including to its short-form video feature known as Spotlight. At launch, Director Mode will include Read more ›

4-28 #Moved : TSMC may raise its foundry quotes in Jun 2022; OnePlus allegedly has more than 15 devices planned for release in 2022; Samsung plans to increase its OEM smartphone production in China by 20M units; etc.

According to (formerly App Annie), mobile game spending topped a whopping USD22B in 1Q22. This includes both the Google Play Store and the iOS App Store. As expected, gaming made up the majority of mobile spending in 2022, and Read more ›

4-24 #Thankful : TSMC will begin construction for a new chip plant in Japan’s Kumamoto Prefectur; Samsung is likely to use batteries from LGES on its new foldable smartphones; Semiconductor manufacturers worldwide are on track to boost 200mm fab capacity by 1.2M wafers; etc.

Morgan Stanley is cautious on consumer hardware, but are less cautious on data center infrastructure, autos, and industrials. Overall, commentary across the supply chain has been relatively consistent by end-market. In the smartphone and consumer electronics markets, supplier / ODM Read more ›

4-23 #Home : Intel has announced that it has made silicon qubits with Qutech; Xiaomi’s former managing director is reportedly under investigation over possible breach of India’s foreign exchange laws; Amazon is creating a USD1B venture investment program; etc.

Manu Kumar Jain, former managing director of Xiaomi India, is reportedly under investigation over possible breach of India’s foreign exchange laws. India’s Enforcement Directorate is looking into the relationship between the Chinese company Xiaomi and its Indian division. Fund flows Read more ›

4-22 #LaborDays : vivo has announced a new imaging chip V1+; Apple has allegedly struck a deal with BOE in 2022; Huawei has renamed the Huawei Consumer Business name to Huawei Smart Device Business; etc.

Almost half of Apple’s 200 top suppliers are based in Shanghai and other COVID-19 lockdown-hit areas of China, according to a Nikkei Asia analysis of Apple’s available supplier list. Over 70 of the firms directly supply Apple from their manufacturing Read more ›

4-20 #Anxiety : Samsung’s 3nm GAA yield rates reportedly are still far behind target; Samsung is increasingly adopting Exynos chips for mid- to low-priced smartphones; Volvo Cars has invested in the Israeli battery developer StoreDot; etc.

Google has released a new app for iOS called “Switch to Android”, a counterpart to Apple’s “Move to iOS” app for moving important user data from an iPhone to an Android smartphone. The Switch to Android app from Google helps Read more ›

4-17 #HappyEaster : TSMC is on track to move 3nm process technology to volume production in 2022; Samsung may have set the goal of completing the development of a 1c DRAM (11nm) by Jun 2022; Panasonic has indicated that the rising prices for raw materials, including nickel and copper; etc.

Worldwide semiconductor revenue totaled USD595B in 2021, an increase of 26.3% from 2020, according to final results by Gartner. According to the VP Andrew Norwood, the events behind the current chip shortage continue to impact original equipment manufacturers (OEMs) around Read more ›

4-14 #WorkDream : BMW expects a shortage of semiconductors is likely to remain a problem for the auto industry into 2023; Samsung and LGD’s ongoing negotiation over the supply of TV OLED panel; Honda is spending JPY5T on its electrification efforts over the next 10 years; etc.

BMW’s Chief Executive Oliver Zipse has indicated that a shortage of semiconductors is likely to remain a problem for the auto industry into 2023. He expects to start seeing improvements at the latest in 2023, but will still have to Read more ›

4-7 #MovingAgain : OPPO to launch self-developed AP in 2023; Samsung may consider use MediaTek SoC on high-end Galaxy; Samsung is planning to develop chipsets exclusively for its smartphones; etc.

Spain plans to invest EUR11B (USD12.4B) to develop microchips and semiconductors in a bid to modernize its tourism-dependent economy. The investment is the latest effort to rebuild the economy, which suffered more than most European peers from the pandemic and Read more ›

4-3 #KLGroningen : SK Hynix may consider acquiring Arm; TSMC has increased the shipments of its 5nm process technology family; Samsung is likely to step up its outsourcing of OLED display driver ICs in 2022 and 2023; etc.

Dutch semiconductor company ASM International has launched its Singapore manufacturing facility and operations hub today, along with the announcement of the addition of a second manufacturing floor to the facility. The facility and first manufacturing floor was completed in 2020, Read more ›