• How did Intel lose its Silicon Valley crown? October 17, 2020 - Market Watch October 17, 2020 Intel Corp. is still the dominant provider of chips for personal computers and servers, but its reign as the chip king of Silicon Valley has ended, and the unresolved question is whether its woes stem from reaching the limits of technology, the people in charge or a mixture of both. The chip giant announced a… Read More
  • TSMC raises revenue forecast, citing robust 5G demand October 16, 2020 - Taipei Times October 16, 2020 Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), the sole chip supplier for Apple Inc’s iPhone series, yesterday raised its revenue forecast again, saying that robust demand for 5G smartphones and high-performance-computing (HPC) would help boost revenue this year by 30 percent in US dollar terms. Three months ago, the chipmaker estimated that revenue would grow 20… Read More
  • Semiconductor Industry Announces Research and Funding Priorities to Sustain U.S. Leadership in Chip Technology October 15, 2020 - Semiconductor Industry Association October 15, 2020 The Semiconductor Industry Association (SIA) and the Semiconductor Research Corporation (SRC) today released a preview of their upcoming “Decadal Plan for Semiconductors,” a report outlining chip research and funding priorities over the next decade that will help strengthen U.S. semiconductor technology and spur growth in emerging technologies such as artificial intelligence, quantum computing, advanced… Read More
  • Chip machine maker ASML posts growth despite COVID-19 October 15, 2020 - Taipei Times October 15, 2020 Dutch microchip machine maker ASML Holding NV yesterday reported better-than-expected third-quarter sales, with the tech sector still fueling demand despite the COVID-19 pandemic. The company is the world’s leading provider of systems used by the semiconductor industry to manufacture the chips that go in products from mobile phones to cars, and its performance is seen… Read More
  • Wafer Shipments Head for Record Increases October 14, 2020 - EETimes October 14, 2020 Worldwide wafer shipments, as with most global IC market segments, are up and heading for record increases over the next 18 months, according to the latest in a series of rosy forecasts by a semiconductor industry group. SEMI also reported earlier in October that the EDA industry revenue jumped a healthy 12.6 percent during the second… Read More
  • TSMC revenue hits second consecutive record high October 9, 2020 - TaipeiTimes October 9, 2020 Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), a supplier to Apple Inc, yesterday reported a record high revenue of NT$127.59 billion (US$4.4 billion) for last month, up 3.8 percent month-on-month and 24.9 percent year-on-year. Last month’s figure marked the second consecutive monthly record, after reaching NT$122.88 billion in August, the company said. TSMC, the world’s largest contract… Read More
  • 5G Rollout on a Steady Ramp Toward Big Growth October 9, 2020 - EETimes October 9, 2020 Mobile network operators in many parts of the world have done a decent job rolling out 5G technology and are beginning to reap needed returns on their huge investments. According to the latest figures from the Global mobile Suppliers Association (GSA), at least 101 mobile operators in 44 countries or territories have launched one or more… Read More
  • AMD Is in Advanced Talks to Buy Xilinx October 8, 2020 - The Wall Street Journal October 8, 2020 Advanced Micro Devices Inc. is in advanced talks to buy rival chip maker Xilinx Inc., according to people familiar with the matter, in a deal that could be valued at more than $30 billion and mark the latest big tie-up in the rapidly consolidating semiconductor industry. The companies are discussing a deal that… Read More
  • Huang ‘Confident’ Nvidia-Arm Deal Will Get Past Regulators October 8, 2020 - EETimes October 8, 2020 Nvidia CEO Jensen Huang is confident that the Nvidia-Arm deal, the biggest in semiconductor history at $40 billion, will get past global regulators. Speaking during a “fireside chat” as part of Arm Dev Summit, the company’s developer conference, Huang said that the two companies are complementary and as such, the acquisition would drive innovation forward and… Read More
  • Samsung delivers forecast-beating Q3 performance on mobile, chip recovery October 8, 2020 - Yonhap News Agency October 8, 2020 Samsung Electronics Co. on Thursday expected market-forecast beating third-quarter earnings as its chip business apparently remained solid despite a decline in memory prices, and its mobile sales bounced back on pent-up demand amid the pandemic. In its earnings guidance, the South Korean tech giant estimated its operating profit at 12.3 trillion won (US$10.6 billion)… Read More
  • Global smartphone shipments to see double-digit growth in 2021, says Digitimes Research October 7, 2020 - Digitimes October 7, 2020 Following three consecutive years of declines in 2018-2020, global smartphone shipments are expected to grow by a double-digit rate or 150 million units in 2021, bolstered by renewed efforts to build infrastructure and accelerate commercial operations for 5G in Japan, Western Europe and the US, according to Digitimes Research. Looking into the next five years, replacement… Read More
  • Samsung Electronics Clinches Another Foundry Order from Qualcomm October 7, 2020 - BusinessKorea October 7, 2020 Samsung Electronics has clinched another foundry deal from Qualcomm Technologies Inc. to produce its mobile application processors. Last month, it won a 1 trillion won order from Qualcomm to produce its next-generation premium application processor (AP), the Snapdragon 875. This time, it won a contract to manufacture the Snapdragon 750, a 5G-capable AP for mid- to… Read More
  • Apple announces ‘speed’ event next week, new iPhones expected October 6, 2020 - Reuters October 6, 2020 Apple Inc AAPL.O said on Tuesday it would hold a special event on Oct. 13, which most analysts believe will be used to unveil new iPhones with 5G capabilities. Apple hinted at new, faster networking capabilities in the invitation for the event, which read: “Hi, Speed.” In years past, Apple has announced new iPhones in mid-September and started… Read More
  • IFTLE 463: DoD Focuses on “Reshoring” Electronics to the US October 5, 2020 - 3DInCites October 5, 2020 The Defense Advanced Research Projects Agency (DARPA) launched its Electronic Resurgence Initiative (ERI) in 2017 with the intention of reshoring a domestic chip industry that has been moving steadily offshore for decades. Microelectronics are a foundational building block of most of our defense systems. Ellen Lord, Under Secretary of Defense for Acquisition and Sustainment At this… Read More
  • Global Semiconductor Sales Increase 4.9 Percent Year-to-Year in August October 5, 2020 - PR Newswire October 5, 2020 The Semiconductor Industry Association (SIA) today announced worldwide sales of semiconductors were $36.2 billion in August 2020, 4.9 percent more than the August 2019 total of $34.5 billion and 3.6 percent higher than the July 2020 total of $35.0 billion. Monthly sales are compiled by the World Semiconductor Trade Statistics (WSTS) organization and represent a three-month moving average. SIA represents 95 percent of the U.S. semiconductor industry… Read More
  • Korean chipmakers to benefit from U.S. restrictions on China’s SMIC: analysts October 3, 2020 - Yonhap News Agency October 3, 2020 South Korea's chipmakers are expected to benefit from the United States' export restrictions against China's leading foundry firm, Semiconductor Manufacturing International Corporation (SMIC), analysts here said Saturday, as the ban could give them more opportunities to secure orders. The U.S. Commerce Department recently added SMIC to its blacklist, saying that exports to the Chinese… Read More
  • Foundry Boom Highlights Strategic Chip Technology October 1, 2020 - Pulled from EEtimes October 1, 2020 As semiconductors move front and center in the technology Cold War with China, readers need look no further than recent foundry sales forecasts to see how chip prowess underpins everything from AI to 5G wireless. Pure-play foundry sales are forecast to jump 19 percent this year after declining 1 percent in 2019 and registering… Read More
  • Tech investors predict Nvidia’s $40 billion Arm acquisition will be blocked October 1, 2020 - Pulled from CNBC October 1, 2020 LONDON – Nvidia’s $40 billion acquisition of chip designer Arm will most likely be blocked, according to two technology investors and artificial intelligence experts. In the “State of AI” report published Thursday, Nathan Benaich and Ian Hogarth list eight predictions for the industry over the next 12 months. One of those predictions is: “Nvidia does… Read More
  • Global IC foundry output to surge 17% in 2020, says Digitimes Research September 30, 2020 - Pulled from Digitimes September 30 by Eric Chen The global IC foundry industry output is forecast to increase 17% to US$70 billion in 2020, and rise another 6.8% in 2021, according to Digitimes Research's latest report. Despite the coronavirus pandemic and US-China trade tensions' impacts on the global semiconductor supply chain and overall demand, the output in 2020 will still… Read More
  • Chip Industry Wants $50 Billion to Keep Manufacturing in U.S. September 17, 2020 - Pulled from Semiconductor Packaging News WASHINGTON—Sept. 16, 2020—The Semiconductor Industry Association (SIA), in partnership with the Boston Consulting Group (BCG), today released a study analyzing the impact of proposed federal incentives for domestic semiconductor manufacturing. The report, titled Government Incentives and U.S. Competitiveness in Semiconductor Manufacturing, finds robust federal incentives would reverse the decades-long trajectory of declining chip production in America… Read More
  • What A Difference a Quarter Makes! September 14, 2020 - Pulled from 3DInCites Sep 14, 2020 · By Dean Freeman At the end of the 1st quarter and into early June, the thinking was that the semiconductor and packaging industry would have a rough 2020, or at least back-to-back down years. The impact of Covid-19, supply chain interruptions, and uncertainty surrounding Huawei all were creating fear, uncertainty, and doubt about how the… Read More
  • Global Semiconductor Sales Increase 4.9 Percent Year-to-Year in July September 3, 2020 - Pulled from Semiconductor Industry Association Thursday, Sep 03, 2020, 4:30pm Worldwide sales in July increase 2.1 percent on a month-to-month basis as all major regional markets post sales increases WASHINGTON—Sept. 3, 2020—The Semiconductor Industry Association (SIA) today announced worldwide sales of semiconductors were $35.2 billion in July 2020, 4.9 percent more than the July 2019 total of $33.5 billion and… Read More
  • Meeting Increasing Performance Requirements in Embedded Applications with Scalable Multicore Processors August 24, 2020 - Pulled From EETimes By Synopsys  08.24.2020  There is a transformation occurring in high-end embedded applications as processing spreads from the cloud to the edge and the end points of the Internet. Performance requirements are increasing rapidly and changing the architecture of processors and how they are implemented in designs. This is behind the increased use of multicore processors to deliver higher performance.… Read More

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