Korea Fines Q’comm Nearly $1B News & Analysis 12/28/2016 5 comments Korean regulators fined Qualcomm nearly $1 billion following a two-year investigation into its patent licensing practices, a decision the company will appeal.
China’s Memory Drama: Must-See in 2017 News & Analysis 12/19/2016 3 comments China’s memory chip production plans became evident to close industry observers in 2016. What they’ll be watching for next is, who will make the first move in devising and negotiating technology licensing agreements or joint ventures with China.
Lurking Behind Every M&A Is China News & Analysis 12/13/2016 3 comments Despite all the buzz in the global semiconductor industry about the accelerated consolidation of chip vendors, the biggest story this year goes untold — the presence at the negotiating table — in almost every M&A deal — of Chinese investors
Weighing China’s 1.1 Million Patents Blog 11/25/2016 6 comments U.S. innovators should not misconstrue the higher absolute number of patents filed in China in 2015 to imply anything about the strength of U.S. innovation or the U.S, IP marketplace.
China Signs IoT Interop Plan News & Analysis 11/8/2016 Post a comment The Industrial Internet Consortium signed a deal with China officials that's part of an expanding network of global agreements on interoperabilty in IoT.
U.S. Convenes Chip Study Group News & Analysis 10/31/2016 8 comments The Obama administration convened top semiconductor executives to make recommendations on what the sector needs to deal with threats from China and a slowing Moore’s law.
Lam/KLA Failure Cools M&A News & Analysis 10/6/2016 Post a comment Regulators struck down a proposed merger of Lam Research and KLA-Tencor, signaling collaboration will be the focus in process technology.
Imagination 2.0 Update Ships News & Analysis 9/26/2016 Post a comment Imagination Technologies predicts profits this year with streamlined operations under a new CEO and thoughts of new core IP licensing models.
Samsung Gets Kicked Off the Plane Blog 9/13/2016 2 comments Lithium-ion battery fires are infrequent but not rare. Incidents involving Samsung’s latest smartphone may encourage mobile device makers to reexamine the integrity of their power trains.
SoftBank’s Son: Quixotic or Prophetic? News & Analysis 7/20/2016 14 comments Unlike most investors, SoftBank’s CEO gets the importance of hardware. He emphasized ARM will become “central to SoftBank’s core biz," hardware is key to the platform definition, and Alibaba hopes to play a role in bridging ARM with China.
Qualcomm Faces $900 Million Fine from Korea News & Analysis 7/20/2016 Post a comment South Korea's Fair Trade Commission (FTC) has said that semiconductor and telecoms company Qualcomm is facing a fine of up to 1 trillion won (about $875 million) for allegedly violating antitrust regulations, according to a Korea Times report.
Brexit, Techxit? Blog 7/20/2016 Post a comment ARM/SoftBank deal: Is there a steady-state theory of tech company creation and destruction or are we living in a big-bang technology world?
China Tops U.S. in Supercomputers News & Analysis 6/20/2016 5 comments China built the world’s most powerful supercomputer with chips it designed itself and topped the U.S. for the first time in the number and performance of installed systems.
Google Faces $3.4 Billion Fine News & Analysis 5/18/2016 Post a comment The European Commission is planning to announce it is hitting Google with a record-breaking €3 billion (about $3.4 billion) or thereabouts, according to the UK's Telegraph newspaper.
Lam, KLA Deal Faces DoJ Scrutiny News & Analysis 5/15/2016 Post a comment Analysts are divided on whether a U.S. request for more information on the proposed $10.6 billion deal to combine Lam Research and KLA-Tencor spells the beginning of the end for the merger.
Seoul Semi Wins LED Backlight Lawsuit News & Analysis 3/29/2016 Post a comment LED manufacturer Seoul Semiconductor Co. Ltd. (Seoul, South Korea) has won a patent infringement lawsuit regarding LED backlight lens technology against Japanese lens maker Enplas Display Device Corp.
Semi Market Breakdown and 2016 Forecasts News & Analysis 3/24/2016 Post a comment The 2016 global chip market will grow 0.3% compared with 2015 to reach a value of $341.0 billion, but the European region will see its part of that market contract by 1.6%, according to industry association SEMI.
3D NAND Fab Seen as Milestone for China News & Analysis 3/22/2016 4 comments Breaking of ground for construction of XMC fab that will eventually produce 200,000 wafers per month signals new phase in development of China's domestic semiconductor manufacturing industry, says analyst.