IF / News – Page 2 – Daily News / Weekly Summary / Regular Discussion

7-13 #Rage : Foxconn has withdrawn from a semiconductor JV with Vedanta; Huawei is reportedly plotting a return to the 5G smartphone industry by the end of 2023; Micron Technology has inked a pact with the Gujarat government for setting up a semiconductor manufacturing facility; etc.

Samsung Electronics has laid out its road map to expand its chip manufacturing business, including leading-edge semiconductors, as it looks to catch up with leader Taiwan Semiconductor Manufacturing Co (TSMC). Samsung said it will begin mass production of the 2nm… Read more ›

6-23 #DragonBoat : Qualcomm has announced significant job cuts; Intel will spend USD25B on a new factory in Israel; BOE, CSOT, Tianma, and Visionox have teamed up and filed a trial for patent invalidation of Samsung; etc.

Qualcomm has announced significant job cuts as it aims to reduce expenses in light of a persistent slowdown in smartphone sales. As per the Worker Adjustment and Retraining Notification Act (WARN) paperwork, the company has not only eliminated 415 positions… Read more ›

6-18 #Appreciation : Intel plans to invest up to USD4.6B in Poland; Huawei could launch a more affordable foldable phone in the near future; Micron plans to invest over CNY4.3B in its packaging and testing factory located in Xi’an city; etc.

SoftBank’s Arm is allegedly in talks with some of its biggest customers and end users about bringing on one or more anchor investors in the chip designer’s initial public offering (IPO). Arm is talking to at least 10 companies, including… Read more ›

6-15 #Aging : Enforcement Directorate (ED) has issued show-cause notices to Xiaomi India; Vodafone and CK Hutchison are planning to merge their UK businesses; Google apps have reportedly been “optimized” for Samsung’s new Flip; etc.

According to a lawsuit filed back in Nov 2022, Apple and Amazon allegedly joined forces to artificially inflate the prices of iPhones and iPads sold on the platform, effectively eliminating over 98% of all Apple resellers. Now, in a recent… Read more ›

6-10 #Driving : TSMC’s 3nm process is currently quoted at USD19,865 per wafer; TSMC is planning price rises for its chip fabs as soon as Jan 2024; Samsung plans to increase the price of NAND wafers; etc.

Qualcomm Snapdragon 8 Gen 2 and Apple A16 Bionic are mass produced on TSMC’s N4 (4nm) process. The Snapdragon 8 Gen 2 is allegedly priced higher than what Qualcomm’s clientele would like to pay because, for USD160, flagship smartphone makers… Read more ›

6-7 #Future : TSMC has reportedly initiated preparatory work for 2nm trial production; Xiaomi is allegedly working on a clamshell foldable phone; The authorized distributor for vivo in Poland is pulling out of the country; etc.

Cybersecurity experts at Dr. Web have discovered a new strain of spyware, dubbed “SpinOk,” in more than 100 Android apps. The spyware, which is disguised as an advertising software development kit (SDK), has been downloaded over 400M times from the… Read more ›

6-3 #MorePraises : Qualcomm may exclusively use TSMC’s N3E for 8 Gen 4; Qualcomm reportedly discusses with Nintendo and Sony to develop hardware; Dixon Technologies is partnering with Xiaomi’s Indian; etc.

Tenstorrent and LG Electronics have announced that they are collaborating to build a new generation of RISC-V, AI, and video codec chiplets to potentially power LG’s premium TV and automotive products of the future and Tenstorrent’s data center products. Through… Read more ›

5-31 #TooOld : Samsung is developing XR processor chips; Nvidia and MediaTek have said they will collaborate; realme may discontinue its sub-brand DIZO; etc.

Apple has recently filed a trademark for “SignChat” to provide sign language services. SignChat is a new accessibility service that provides info related to sign language. It is designed to help people who are deaf or hard of hearing to… Read more ›

5-28 #Old : MediaTek will form an alliance with Nvidia; TSMC is in talks with German authorities for up to 50% subsidies; Sony has announced its plan to acquire a land in Kumamoto Prefecture; etc.

MediaTek will form an alliance with Nvidia and announce related cooperation such as Windows on Arm PC chips. Through this cooperation, Nvidia will return to the Arm-based PC market and the long-coveted mobile phone chip market, and MediaTek will also… Read more ›

5-26 #HotCoffee : Arm is seeking to raise prices for its chip designs; Sony is allegedly working on its first clamshell foldable smartphone; China has said Micron’s product has failed its network security review; etc.

Apple has announced a new multiyear, multibillion-dollar agreement with Broadcom. Through this collaboration, Broadcom will develop 5G radio frequency components — including FBAR filters — and cutting-edge wireless connectivity components. A Film Bulk Acoustic Resonator (FBAR) filter is a bulk… Read more ›

5-21 #SummerHeat : Seven largest semiconductor makers have set out plans to increase manufacturing and deepen tech partnerships in Japan; Canon is allegedly looking to partner up with a smartphone maker; Samsung has notified its distributors that it will no longer sell DRAM chips below the current price; etc.

Seven of the world’s largest semiconductor makers have set out plans to increase manufacturing and deepen tech partnerships in Japan as western allies step up efforts to reshape the global chip supply chain amid rising tensions with China. Micron said… Read more ›

5-20 #GettingOlder : MediaTek is expected to integrate an Nvidia GPU into its SoC; Samsung Display has acquired micro-LED maker eMagin; Vodafone would cut 11,000 jobs over 3 years; etc.

Apple is testing an M3 chipset with a 12-core processor and 18-core GPU, according to Bloomberg’s Mark Gurman. He speculates the M3 variant Apple is testing is the base-level M3 Pro the company plans to release sometime in 2023. The… Read more ›

5-14 #HaveOurBacks : OPPO may be forced to cease all operations and pull out of France; OPPO is shutting down its ZEKU chip unit; Samsung plans its next few gen of S Ultra to use 200Mp; etc.

OPPO is allegedly shutting down its ZEKU chip unit, which made MariSilicon chips. ZEKU covers product lines including core application processors, short-distance communication, 5G Modem, radio frequency, ISP and power management chips, etc. Founded in 2019, ZEKU focuses on providing… Read more ›

5-7 #OfftheGrid : Honda Motor collaborates TSMC to ensure a “stable” supply of chips; iPhone 15 Pro models will no longer feature solid-state buttons; Tesla has begun producing the Model Y SUV with a Blade battery from BYD; etc.

Global semiconductor revenue is projected to decline 11.2% in 2023, according to the latest forecast from Gartner. In 2022, the market totaled USD599.6B, which was marginal growth of 0.2% from 2021. The short-term outlook for the semiconductor market has deteriorated… Read more ›

5-4 #BetterTomorrow : Samsung is expected to increase its spending to raise wafer input for R&D; TSMC’s Arizona wafer cost may be 20-30% higher; JOLED has filed for bankruptcy protection; etc.

Samsung is expected to increase its spending to raise wafer input for research and development. Kyung Kye-hyun, Samsung’s Device Solutions Division CEO overseeing global memory operations, System LSI, has said the company will increase its wafer input to “gain the… Read more ›

4-30 #Happy5-1 : Qualcomm is allegedly considering a dual-sourcing strategy for future high-end chipsets; Bosch is expanding its semiconductor business with silicon carbide chips; General Motors and Samsung SDI to build a new battery cell manufacturing plant in the US; etc.

German security company Nitrokey has recently released a report claiming that it has discovered an unrecorded feature in Qualcomm Snapdragon chips that collects and transmits user information directly to Qualcomm servers. Nitrokey installed a Google-free version of Android on a… Read more ›