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1-3 #My2022 : Huawei reportedly planning to make new chips that are based on the 12nm and 14nm process; OPPO is allegedly developing a smartphone application processor; Verizon finished shutting down its 3G network, 31 Dec 2022; etc.

Samsung is expecting its annual operating profit from semiconductor sales in 2023 to be around KRW13.1T. If Samsung’s own expectations are met, its operating profit in 2023 would be around half of its annual operating profit in 2022, which is… Read more ›

12-31 #Happy2023 : Qualcomm is likely to cut prices for its mid-range and entry-level Snapdragon; Qualcomm is making select head count reductions in certain functions; TSMC’s leading customers began to revise their orders to the company; etc.

The remaining buildings of OPPO Global Computing Power Center completed the complete acceptance and will soon be fully operational. The total investment is CNY4.5B, covering an area of 387 acres, which will be used to build chip research and development… Read more ›

12-27 #CoughCough : TSMC lowered its capital expenditure in 2022 to USD36B; Samsung to ramp up its wafer production capacities for memories and system semiconductors by around 10% in 2023; Huawei and Nokia have announced the extension of their patent license agreement; etc.

Affected by weak consumer demand and the upstream supply chain, TSMC lowered its capital expenditure in 2022 to USD36B, which was previously expected to be USD40-44B. In terms of demand, the company also expects that the industry’s inventory level will… Read more ›

12-24 #MerryXmas : TSMC’s new US fab in Arizona has obtained 4nm chip orders from Tesla; Micro has announced a host of cost-cutting measures; Xiaomi has begun laying off workers across several of its smartphone and internet services units; etc.

Google Pixel roadmap leaks, revealing every smartphone the company has planned from 2023 to 2025. For 2025, the company could go in different directions depending on how successful (or not) its strategy for 2023 and 2024 turns out to be.(Android… Read more ›

12-22 #Positive : Samsung allegedly plans to launch a foldable laptop in 2023; OPPO has showcased a series of integrated glass concept products; OnePlus and OPPO have announced a new strategic partnership for the coming years; etc.

OnePlus and OPPO have announced a new strategic partnership for the coming years which will see OPPO invest CNY10B (USD1.43B) in OnePlus over the next 3 years. The new “dual-brand” strategy will see OnePlus as the pioneer brand for flagship… Read more ›

12-14 #Reading : Apple may cancel iPad mini in 2025; LGD to halt TV LCD production in Korea within Dec 2022; Huawei has signed a patent licensing agreement with Samsung; etc.

The global smartphone market will see 2% YoY growth in 2023, according to Counterpoint Research. The latest forecast has been revised downwards from the previous forecast of 6% YoY growth in 2023, as macroeconomic headwinds and consumer weakness continue to… Read more ›

12-10 #VideoGames : TSMC’s overall fab capacity utilization rate in 1H23 is expected to drop to 80%; Dutch officials are allegedly planning new controls on exports of chipmaking equipment to China; Xiaomi, OPPO, and vivo have reportedly agreed to export devices made in India to their other markets; etc.

According to DigiTimes, TSMC’s overall fab capacity utilization rate in 1H23 is expected to drop to 80%, with the 7 / 6nm process capacity utilization rate falling further, and the 5 / 4nm capacity utilization rate declining MoM from Jan… Read more ›

12-9 #Defend : Apple will buy U.S.-made microchips; Foxconn is investing another USD500M in India; Apple has reportedly scaled back ambitious self-driving plans; etc.

Apple CEO Tim Cook has confirmed that Apple will buy U.S.-made microchips. The chip factories will be owned and operated by Taiwan Semiconductor Manufacturing Company (TSMC). The plants will be capable of manufacturing the 4nm and 3nm chips that are… Read more ›

12-6 #Freedom : TSMC’s new Arizona plant will allegedly offer advanced 4nm chips; TSMC will build 1nm fab in Longtan; Apple has reportedly accelerated plans to shift some of its production outside China; etc.

Intel Research has showcased how Moore’s Law is alive and how Intel plans to offer next-gen chips with a Trillion transistors by 2030. Intel targets new 10x density improvement in packaging technology and uses novel material just 3 atoms thick… Read more ›

12-3 #Codes : TSMC’s fab in Arizona will begin producing 4nm chips as soon as it opens in 2024; Samsung has removed BOE from its official suppliers’ list; OnePlus says it is committing to a 4-year plan for OS updates and a 5-year plan for security updates; etc.

Global semiconductor revenue is projected to decline 3.6% in 2023, according to the latest forecast from Gartner. In 2022, the market is on pace to grow 4% and total USD618B. Currently, the semiconductor market is polarized between the consumer-driven markets… Read more ›

11-26 #FU : EU to unlock the EUR43B funding intended to boost research and development; Qualcomm has announced a name for its custom Arm cores, Oryon; Micron will reduce wafer production for DRAM and NAND memory by about 20%; etc.

EU ambassadors gave their unanimous backing to an agreement that could unlock the EUR43B (USD44.8B) funding intended to boost research and development and deliver greater self-reliance in semiconductor supplies for European nations. This is the latest move in the saga… Read more ›

11-25 #Thanksgiving : OPPO to continue to invest in the underlying technology of chipsets; OPPO claims they do not have inventory problem in 2022; Xiaomi has revealed that the current inventory in China has returned to the health level; etc.

SuperGaming, a Pune-based game development firm, has announced that it is collaborating with Google’s cloud unit Google Cloud to bring its game engine SuperPlatform to developers worldwide, allowing them to create better games. The platform will be available to game… Read more ›

11-23 #FFF : TSMC is developing a new USD12B investment in a new plant in Phoenix; TSMC’s wafer prices for 3nm topping USD20,000; Samsung halts Vietnam smartphone factory for a fortnight in Dec 2022; etc.

Facebook will enable more private settings by default for anyone under the age of 16 who signs up for the platform. As for teens who already have accounts, Facebook will display a prompt encouraging them to use these settings, as… Read more ›

11-20 #AllCodes : Qualcomm’s series of announcements; Samsung is working with Google and AMD for next-gen SoC; The world’s population is reaching 8B people; etc.

Qualcomm has unveiled its new flagship, Snapdragon 8 Gen 2. Qualcomm has focused on improving power efficiency, but the new chip still brings appreciable speed-ups. The new Kryo CPU trio delivers up to 35% higher performance with up to 40%… Read more ›

11-15 #VIP : TSMC’s plan to build an advanced 7nm fab in Kaohsiung is delayed; Samsung will continue to diversify its global production bases; Samsung will reportedly complete the construction of its new P3 foundry fab in 2023; etc.

The global smartphone applications processor (AP) market grew 26% to USD8.9B in 2Q22. Strategy Analytics estimates that Qualcomm, MediaTek, Apple, Samsung LSI and Unisoc captured the top-5 revenue share rankings in the smartphone applications processor (AP) market in 2Q22. Qualcomm… Read more ›

11-12 #Dream : LGD has unveiled a new stretchable display that is highly durable; SDC is reportedly considering expanding its QD-OLED production capacity; Foxconn is reportedly planning to greatly increase Apple iPhone production in India; etc.

Sony is reportedly working on at least 5 new phones set to release in 2023. The models comprise the Xperia 5 V, Xperia 1 V, Xperia PRO-II, Xperia 10 V, and Xperia ACE IV. The flagship models Xperia 1 V,… Read more ›