Much Ado About China’s Big IC Surge
News & Analysis 6/22/2017 10 comments
It’s been two years since China announced a huge capital investment intended to kick-start an indigenous semiconductor industry. So, how’s that working out for China?
Siemens Lays Out Vision for Mentor
News & Analysis 6/21/2017 1 comment
The executive chairman of Siemens PLM Software used his keynote address at the Design Automation Conference to lay out the company's plan for the newly acquired Mentor Graphics.
Cray Moves to Lasso 'Big Data Deluge'
News & Analysis 6/20/2017 1 comment
Cray’s Urika Big Data Analytics Suite, for its biggest XC supercomputers, brings all the analytic tools necessary to handle the deluge of data today including deep learning and artificial intelligence in a free open-source downloadable package.
EC Refs Whistle Qualcomm-NXP Deal
News & Analysis 6/10/2017 4 comments
The European Commission Friday (June 9) officially opened an in-depth investigation into the proposed acquisition of NXP by Qualcomm. Qualcomm's increased isolation in the world is palpable.
Why Qualcomm's New JV Irks Tsinghua Unigroup
News & Analysis 6/6/2017 Post a comment
China's two high-profile investment firms, JAC Capital and Wise Road Capital, investors of semiconductor business units divested by NXP, are now backing a new Qualcomm-Leadcore JV focused on chipsets for mass-tier smartphones in China.
Apple Turns Up Speakers, AR
News & Analysis 6/5/2017 4 comments
Apple rolled out a Siri-powered music speaker, developer’s kits for AR and machine learning and new iMac and iPad Pro systems.
NAND Shortage Drives Price Surge
News & Analysis 6/2/2017 2 comments
Contract pricing for NAND flash surged by 20 to 25 percent in the first quarter, a strong testament to the undersupply condition that persists in the market
DRAM Price Surge Continues
News & Analysis 5/26/2017 2 comments
Global DRAM sales reached record heights in the first quarter, thanks to a 30 percent increase in the average contract price of PC DRAM modules, according to DRAMeXchange.
Samsung Targets 4nm in 2020
News & Analysis 5/24/2017 5 comments
Samsung's foundry unit updates tech roadmap, including the addition of 4nm process with "post FinFET structure" to begin production in 2020.
China Set to Rewrite FD-SOI History
News & Analysis 5/23/2017 2 comments
Globalfoundries and the municipality of Chengdu are betting on China to rewrite the history of FD-SOI. They plan to pump $100 million to build FD-SOI ecosystem. The question is, if you build it, will they come?
Samsung Spinoff Likely to Grab Foundry Share
News & Analysis 5/16/2017 8 comments
Samsung's chip operations consisting of memory and system LSI will be split into three, making the foundry business an independent unit. The move is expected to increase Samsung’s share at the expense of TSMC and smaller rivals.
iNAND Drives Toward Automotive Market
News & Analysis 5/11/2017 1 comment
SanDisk's flash technology, now a part of Western Digital, has seen most of its development on the mobile front, but automotive applications will outpace smartphones with its demands for flash storage.
As Apple Jilts Imagination, MIPS Goes on Block
News & Analysis 5/4/2017 1 comment
Imagination Technologies that it had started a "dispute resolution procedure" with Apple, as their negotiations have stalled. Not coincidentally, the company revealed plans to sell two businesses. Going on the block are MIPS and Ensigma.
Baidu Battles Google in Robo-Car Derby
News & Analysis 4/26/2017 Post a comment
Baidu’s plan to “open up” its autonomous driving platform to others surprised many auto industry watchers. One analyst described it “a bit of a moon shot.” But he thinks China is the right place to try this out.
TSMC Expects First-Half Smartphone Slump
News & Analysis 4/14/2017 18 comments
Taiwan Semiconductor Manufacturing Co. , the largest foundry for customers in the smartphone business including Apple and MediaTek, says it is expecting an inventory correction in smartphones to continue through the first half of this year.
Apple Drops Imagination
News & Analysis 4/3/2017 3 comments
Apple has notified Imagination Technologies, a key GPU core licenser to Apple for years, that it will no longer use Imagination’s IP in new products. Analysts are skeptical if Imagination can survive as an independent company without Apple.
Q'comm Names CTO, Girds for NXP Influx
News & Analysis 3/29/2017 Post a comment
Qualcomm appointed James Thompson, EVP of engineering at Qualcomm Technologies, as the company’s new CTO. Thompson is responsible for R&D activities in all wireless chipsets in QCT, semiconductor business. He will oversee the companywide technical and product roadmaps.
SIA Backs House Republicans’ Tax Plan
News & Analysis 3/14/2017 Post a comment
Semiconductor industry trade association says the "Better Way" corporate tax reform blueprint is a good starting point for creating more jobs and helping chip companies innovate.
Your Money or Your Brakes
News & Analysis 3/10/2017 3 comments
Worrisome isn’t WikiLeaks’ revelation that the spy agency might have contemplated hacking vehicles. A scenario that scares the automotive industry is ransomware targeted at vehicles. Security experts have said that 2017 is the year that this will happen.
Softbank to Sell 25% of ARM to Saudi-Backed Fund
News & Analysis 3/8/2017 4 comments
Softbank is about to sell 25 percent of ARM into a new, Saudi-backed $100 billion investment fund. The Japanese decision appears to be driven by Mubadala -- which owns 100 percent of Globalfoundries -- who is interested in ARM.
Competing Sensors Crave Human Contact
News & Analysis 3/7/2017 1 comment
While CMOS imagers and infrared are well established as sensors in smartphones, today’s $64 million question is whether they will make room for radar and ultrasound inside IoT devices. And if yes, what roles will they play?