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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 ›

4-1 #Home : LGD is developing foldable OLED with Apple; Apple is reportedly exploring new sources of the memory chips; Samsung and SK Hynix plan to cease production of DDR3 memory; etc.

Intel is launching its Arc Control graphics software suite for gamers and creators. The application will feature a modern overlay that will be instantly accessible anytime with the press of the Alt+I buttons (this can be configured). One thing that… Read more ›

3-30 #Dilemma : YMTC has allegedly entered Apple’s Flash supply chain; Leadcore Technology is exiting mobile phone SoC market; Apple allegedly plans to make about 20% fewer iPhone SE in 2Q22 than originally planned; etc.

Datang Telecom Technology has announced that it has agreed its subsidy Leadcore Technology to transfer part of the supporting assets related to LC1860 chip, LC1881 chip related technology and supporting assets to Morningcore Technology, a subsidiary of the company’s controlling… Read more ›

3-26 #School : Sony is reportedly working and testing a new sensor, the largest in the industry; Kioxia will will start constructing a new fabrication facility (Fab2) at its Kitakami Plant; Samsung is reportedly planning to locally manufacture its 4G and 5G gear in India; etc.

After the production of HiSilicon Kirin chips is discontinued, the supply pattern of smartphone SoCs changes in 2021, forming a competition pattern between MediaTek and Qualcomm duopoly. On the demand side, vendors overstocked in the 1H21. Under the circumstance of… Read more ›

3-25 #Turned45 : Samsung will allegedly launch scrollable smartphone this year; Samsung Display is reportedly developing a new UPC for Apple; Apple is reportedly working on a hardware subscription service; etc.

Nvidia CEO Jensen Huang has confirmed that his company is considering using Intel’s foundry to possibly make some of its chips. Intel is now a direct competitor with Nvidia on both the CPU and GPU fronts, but he has also… Read more ›

3-23 #MU5375 : ASML has said shortage of critical equipment over the next 2 years; Foxconn is reportedly planning to build a new USD9B facility in Saudi Arabia; Xiaomi will maintain its initial schedule of entering mass production in 1H24; etc.

The global Android smartphone AP (Application Processor) / SoC (System on Chip) sales grew 3.6% YoY in 2021, according to Counterpoint Research. MediaTek led the Android smartphone SoC market in 2021 with a 46% share, followed by Qualcomm with 35%.… Read more ›

3-21 #Home : CATL is reportedly considering sites across North America; LG plans to drop its automotive wireless smartphone charging unit; GM is acquiring SoftBank Vision Fund 1’s equity ownership stake in Cruise; etc.

The market is fearing inventory pile-up due to long foundry lead times although on several key factors, chipset shipments look to be tracking not far off the handset shipment actuals: (1) Qualcomm mix over volume. Qualcomm’s entire 4Q21 YoY mobile… Read more ›

3-19 #Quarantine : Intel has announced the first phase of its plans of investment in Europe; Google has reportedly acquired Raxium; Samsung SDI is reviewing building a separate battery plant in the US; etc.

Intel has announced the first phase of its plans to invest as much as EUR80B (USD88B) in the European Union over the next decade. Intel announced that it would invest billions of euros into its research and development (R&D) facilities… Read more ›

3-14 #Exercise : Samsung has established a new semiconductor package process organization; Apple has reportedly made an estimated GBP5B by no longer providing chargers and earphones with its new iPhones; Foxconn has been forced to suspend production after China partially locked down the cities of Shenzhen; etc.

According to Brand Finance, AMD is identified as world’s fastest-growing semiconductor brand, brand value up 122% YoY. In addition, AMD Chair and CEO Dr. Lisa Su is highest-ranked female chief executive in Brand Guardianship Index 2022 of world’s top 250… Read more ›

3-12 #NoFreedom : BOE is allegedly in talks with Honor to make a two-stack tandem OLED panel; Samsung is pondering how to reorganize its TV lineup; LG Electronics is reportedly planning to license out its patents; etc.

According to Strategy Analytics, Apple, Intel, MediaTek, Qualcomm and Samsung LSI captured the top-five tablet AP revenue share rankings in 3Q21. Apple maintained its tablet AP market share leadership with a 60% revenue share, followed by Intel with 13% and… Read more ›

3-10 #LockedDown : TSMC allegedly plans a 10-20% price hike for its 8” foundry services; OPPO and vivo would have 2 more foldable phones; Samsung will reportedly not ship A13 5G and A03s with a charger inbox in the U.S.; etc.

After dropping 2% in 2019, the foundry market logged a strong 21% rebound in 2020 as application processor and other telecom device sales into 5G smartphones acted as strong drivers. The foundry market continued its growth surge in 2021, registering… Read more ›

3-8 #Home : Nvidia has acquired Excelero; Samsung will not offer in-box chargers for upcoming M and A series; Türk Telekom has signed a MoU with Huawei; etc.

Taiwan Semiconductor Manufacturing Company (TSMC) has reported impressive yields for its next-generation chip manufacturing technology. Dubbed as the N3e, this technology is an upgrade over TSMC’s first iteration of the N3 node, which expects to shrink down some transistor dimensions… Read more ›

3-5 #GreenCode : Panasonic allegedly plans to build a U.S. factory to supply Tesla with lithium-ion batteries; vivo Nex series will be carried by their flagship vivo X Series; Sony and Honda Motor would pair up to develop and sell battery-powered electric vehicles; etc.

OPPO’s President, Liu Bo has revealed that the Find X5 series sales are relatively higher than its predecessors. He has further added that the company has also placed 10M orders for its newly self developed NPU MariSilicon X with TSMC.(Gizmo… Read more ›

3-3 #Home : Huawei is reportedly preparing to package on its own the NAND flash memory it procures; Samsung is found to be putting performance limits on over 10,000 apps; etc.

MediaTek has expanded its processor lineup with three new chips — Dimensity 8100, Dimensity 8000, and Dimensity 1300 — and a range of devices powered by the trio will be launched throughout 1Q22 / 2Q22. Dimensity 8100 / 8000 are… Read more ›

3-1 #Poked : OPPO has announced 240W charging technology; realme has announced its new Dart charging system UltraDart; Diodes has acquired onsemi wafer fabrication facility; etc.

Qualcomm has announced its latest next-generation modem for smartphones, Qualcomm Snapdragon X70 5G. The Snapdragon X70 can offer up to 10Gbps downlink speed and a peak 3.5Gbps upload speed, ensuring maximum performance. It has an AI-based channel-state feedback and optimization… Read more ›

2-26 #YellowToGreen : Qualcomm allegedly to have TSMC make all of its next-gen 3nm processors; Visionox has announced China’s first 1Hz low-power AMOLED display; LG Electronics is exiting the global solar panel business; etc.

TSMC is allegedly ready to take all of Apple’s 5G modem orders for its upcoming iPhone 14 series. The related chips will be produced using TSMC’s 6nm process, and the annual demand is expected to exceed 150,000. It will be… Read more ›