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Globalfoundries Reportedly Asks EU to Probe TSMC
News & Analysis  
9/21/2017   2 comments
Globalfoundries has asked European regulators to investigate rival chip foundry TSMC, accusing its larger competitor of unfair competition, according to a report by the Reuters news service.
Toshiba Agrees to Sell Chip Unit to Bain-led Group
News & Analysis  
9/20/2017   Post a comment
Latest twist in months-long saga has Toshiba agreeing to sell for $18 billion to group that includes Apple, Dell and sk Hynix, leaving Western Digital out in the cold.
The U.S., China and the Chip Industry
Semi Conscious  
9/19/2017   12 comments
Beijing cried foul over Trump's decision to block the acquisition of Lattice Semiconductor. It should be prepared for more of the same.
17 Views of Mobile World Congress
Slideshow  
9/15/2017   Post a comment
Carriers and their suppliers showed efforts in Gbit 5G and Kbit IoT networks and the handsets, smartwatches and nodes that ride them at Mobile World Congress Americas.
AI Chip Rides Novel Networks
News & Analysis  
9/12/2017   1 comment
BrainChip released what it claims is the first hardware accelerator for spiking neural networks and is working on an ASIC that could be available within two years.
Fab Tool Sales Again Set Quarterly Record
News & Analysis  
9/12/2017   1 comment
Semiconductor equipment billings came in at an all-time high for the second consecutive quarter as the fab tool industry remains on track to post record sales.
EU Regulators Again Halt Qualcomm-NXP Investigation
News & Analysis  
9/6/2017   Post a comment
Investigation suspended for second time as European Commission awaits information from the two firms.
Apple vs Qualcomm: Who Extorted Whom?
News & Analysis  
9/6/2017   2 comments
A dispute between Apple and Qualcomm is multi-layered, its facets all loosely connected. Among the more under-reported issues is the complex contractual relationship between the biggest customer in the smartphone market and the most dominant smartphone chip supplier.
With Acquisition in Doubt, Lattice Appeals to Trump
News & Analysis  
9/5/2017   4 comments
Lattice hopes president will approve $1.3 billion acquisition by Chinese firm after CFIUS recommends against it.
Samsung Verdict Jolts South Korea
News & Analysis  
8/25/2017   5 comments
A five-year sentence for Samsung Group’s boss will shake up Korea’s conglomerates but is not expected to impact surging electronics businesses.
Semiconductor Industry Backs Trump's China Probe
News & Analysis  
8/15/2017   10 comments
The Semiconductor Industry Association applauds U.S. President's investigation of China's policies, laws and practices around intellectual property.
Apple Under Investigation by ITC
News & Analysis  
8/9/2017   3 comments
The U.S. International Trade Commission will investigate charges by Qualcomm that Apple iPhone and iPads violates six of its non-standards-essential patents.
Semiconductor Capex Forecast Raised as Boom Continues
News & Analysis  
8/2/2017   Post a comment
Market research firm Gartner lifted its forecast for semiconductor capital spending, projecting an increase of more than 10 percent this year.
Trump’s LCD Win—the Big Picture
Blog  
7/27/2017   14 comments
Foxconn is apparently considering smartphone manufacturing in the U.S., raising questions about what deals the Trump Administration is offering.
Foxconn Invests $10B in U.S. LCDs
News & Analysis  
7/26/2017   22 comments
Foxconn’s chairman pledged to spend $10 billion to make 8K LCD displays in Kenosha, Wisconsin in a deal brokered by the Trump Administration.
Made in China 2025: Make or Break for Europe?
AspenCore Global Report  
7/25/2017   3 comments
Whether or not it succeeds, China’s MIC 2025 plan to catapult into advanced manufacturing will have consequences for European companies and the EU’s Industry 4.0 initiative.
Fake Chips on Amazon Are Nothing New
Semi Conscious  
7/24/2017   2 comments
The "news" that counterfeit semiconductors have been sold on Amazon comes as no surprise to industry insiders.
Made in China 2025: Who Cares?
AspenCore Global Report  
7/20/2017   6 comments
Is China's "Made in China 2025" initiative a final, looming doom for the West's manufacturing sector or the beginning China's "maintenance mode"? We start our 4-part special report by introducing China 2025 and posing the question: Will all the smart factory initiatives across the world just end up in helping China?
AspenCore Global Reports 2017 Schedule
AspenCore Global Report  
7/20/2017   Post a comment
AspenCore Global Reports (AGR) are a series of features written by our media journalists that tackle hot topics, cutting-edge technology, and tough issues in global electronics industry today.
5G Won’t Boost Cellular Until 2021
News & Analysis  
7/18/2017   Post a comment
The market for cellular base stations is in the midst of a $10 billion decline waiting for a 5G boost that won’t return the sector to growth until 2021.
Qualcomm, Apple, Samsung and You
Blog  
7/7/2017   8 comments
As Samsung leapfrogs Intel and Qualcomm strikes new blows in its boxing match with Apple, engineers need to cover their bets and enjoy the show.
China Makes Two IoT Calls
News & Analysis  
7/6/2017   5 comments
Alibaba debuted asmart speakers the same day Baidu expanded its DuerOS, both attacking Amazon Alexa and Google Home.
Micron Fab Incident Disrupts DRAM Supply
News & Analysis  
7/5/2017   1 comment
A market watcher says a supply disruption at a Micron fab in Taiwan could reduce global DRAM supply by 6 percent in July.
Western Digital Sues to Halt Toshiba Sale
News & Analysis  
6/15/2017   Post a comment
Complaint filed in California Superior Court asks court to prevent Toshiba from transferring assets that are part of joint venture between the firms.
Intel Sued Over Handset SoCs
News & Analysis  
6/13/2017   Post a comment
Qbex, a system assembler in Brazil, charged Intel knowingly sold it faulty smartphone SoCs in a complaint filed in a San Jose court.
IoT Nets Snag Fishing Industry
Blog  
6/5/2017   Post a comment
Low power wide area networks are providing connectivity that saves lives and protects fishing zones, lowering costs and safeguarding economies of developing countries.
Qualcomm Takes on the World, in Court
Blog  
5/18/2017   1 comment
When Intel and Samsung joined the fray last Friday by filing amicus briefs in support of the FTC’s complaint against, matters went from bad to worse for Qualcomm
Record Wafer Shipments Continue
News & Analysis  
5/17/2017   Post a comment
Shipments of silicon wafers defied typical first quarter seasonality to remain at record levels.
SMIC Names Haijun Zhao CEO
News & Analysis  
5/10/2017   1 comment
COO moves up the ranks as Tzu-Yin Chiu steps down. Chiu will remain vice chairman of SMIC's board of directors.
China Expands Data Export Restrictions
Blog  
5/8/2017   3 comments
New rules proposed in China will create significant hurdles for big data companies with international operations and their customers who use their data.
RISC-V Cores Get Support, Fees
News & Analysis  
5/4/2017   2 comments
Startup SiFive released a 64-bit RISC-V embedded core and a Web site to try and buy its royalty-free processor cores online.
Home Alarms Ring Up Sales
Blog  
5/1/2017   Post a comment
Alarm systems are becoming more valuable as products expand to include detection of fire, carbon monoxide and water leaks, as well as home automation features such as smart plugs, locks, cameras, lighting and thermostat control.
Apple Stops Royalties to Q’comm
News & Analysis  
4/28/2017   3 comments
Qualcomm reduced its quarterly revenue forecast by $500 million, charging that Apple has stopped paying it royalties on mobile devices such as iPhones.
Nikon Renews Patent Battle with ASML
News & Analysis  
4/24/2017   1 comment
Nikon is renewing a 16-year-old patent battle with ASML over the lithography technology fundamental to making semiconductors.
Report Provides a Vision for Semiconductors
Blog  
4/14/2017   Post a comment
A recent report shows steps industry and government leaders can take to enable continued advances in semiconductor technology to help solve society’s most pressing challenges.
Qualcomm to Re-Pay $815 Million to BlackBerry
News & Analysis  
4/13/2017   Post a comment
Arbitration panel rules for Canadian smartphone maker in contract dispute over past royalties.
Skilled Labor, Free Trade Key Concerns over Brexit
Blog  
4/12/2017   9 comments
The United Kingdom's electronics industry expresses angst in the time of Brexit.
Q’comm Returns Fire in Apple Suit
News & Analysis  
4/11/2017   3 comments
Apple refuses to pay royalties, pressures partners not to pay them and lied to consumers and regulators, Qualcomm said in response to a patent suit.
Apple and Google in the Memory Business?
Blog  
4/11/2017   5 comments
A recent report out of Japan says three of tech's biggest and most prominent companies are interested in bidding on Toshiba's memory chip business. Can this be true?
5 Blockchain Trends for 2017
Blog  
4/10/2017   Post a comment
Blockchain moved beyond being just the technology behind bitcoin in 2016, showing it has the potential to disrupt many different industries.
Israeli's Valens Semi Snags $60 Million in Funding
News & Analysis  
4/6/2017   Post a comment
Samsung, Goldman Sachs, Delphi and MediaTek join existing investors in backing 11-year-old HDBaseT chip firm.
China's Tsinghua Secures $22 Billion in State Backing
News & Analysis  
4/4/2017   7 comments
Ambitious Chinese memory upstart says additional funds will help it improve global competitiveness.
Asian Tech Investment in U.S. May Rise
News & Analysis  
3/22/2017   4 comments
Taiwan Semiconductor Manufacturing Co. and other Asian tech firms may contribute to a rising tide of investment in the U.S. in response to some expected Trump administration initiatives.
China Fab Boom Fuels Equipment Spending Revival
News & Analysis  
3/16/2017   Post a comment
With 26 fabs scheduled to come on line in China in the next four years, the SEMI trade group is projecting the first three-year run of consecutive semiconductor equipment spending growth since the mid-1990s.
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.
ZTE Agree to Pay U.S. $892 Million Over Iran Charges
News & Analysis  
3/9/2017   4 comments
Chinese telecommunications giant agrees to pay more than $892 million and plead guilty to charges that it violated U.S. export controls on Iran.
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.
Lattice Shareholders Approve China Takeover
News & Analysis  
2/28/2017   3 comments
FPGA vendor moves one step closer to acquisition by China-backed equity firm; U.S. government approval still pending.
EU Privacy Rules Can Cloud Your IoT Future
News & Analysis  
2/23/2017   Post a comment
Looming large for the MWC crowd are two unresolved issues: the security and privacy of connected devices. EU’s privacy rules will affect not just big data companies like Google but also IoT companies, even when located outside Europe.
Winners & Losers of GloFo's China Deal
Blog  
2/13/2017   18 comments
Globalfoundries’ $10 billion Chengdu fab announcement is a reminder of China’s inexorable arms race for semiconductor production capacity. Who just gained from the deal? Who's losing ground as the fab tsunami sweeps over China?
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