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.
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.