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No Happy Ending for Broadcom, Qualcomm
2/12/2018   4 comments
Broadcom has a better-than-even chance of acquiring Qualcomm, but it’s not the best remedy for problems that the cellular giant largely brought on itself.
Tectonic Shifts
2/7/2018   1 comment
A recent spate of earthquakes in Taiwan may be a wakeup call for the semiconductor industry.
Bullish Chip Forecast Explained
2/6/2018   Post a comment
Future Horizons’ CEO explains why the market watcher just increased a 2018 semiconductor forecast that was already the most bullish in the industry.
Politics, Money and Semiconductors
2/5/2018   Post a comment
Four political issues in the year ahead will help gauge whether the chip industry has more clout in Washington after passing a big financial milestone.
Renesas Denies Negotiating to Buy Maxim
News & Analysis  
1/29/2018   Post a comment
Japanese chip vendor files statement with Tokyo Stock Exchange refuting CNBC report that it is talking to Maxim about an acquisition that could be worth $20 billion.
China Foundry Seeks Shared Model
News & Analysis  
1/29/2018   10 comments
CanSemi, a new billion-dollar fab based in Guangzhou, China, aims to attract funding from fabless vendors, a new model for China’s rapidly expanding chip sector.
China Forecast to Miss Chip Targets
News & Analysis  
1/26/2018   3 comments
China will fall far short of its targets for expanding its semiconductor industry, but the year ahead in chips looks good, a veteran analyst said.
Forecasters See Slowdown Ahead
News & Analysis  
1/17/2018   1 comment
The semiconductor industry will slow this year and may go flat in 2019, said analysts looking over their shoulder for signs of an economic downturn.
UK Updates 5G Strategy
12/28/2017   1 comment
Activity around 5G in Europe is picking up steam.
Unwrapping New Tax Bill’s Impact on U.S. Semiconductor Industry
12/21/2017   5 comments
The sweeping tax bill passed by Congress will strengthen the U.S. Semiconductor industry's global competitiveness.
Engineers Charged in Tech Theft Plot
News & Analysis  
12/12/2017   1 comment
Former Applied Materials execs accused of plotting to steal technology and using it to form a startup to be based in China.
Toshiba, Western Digital Reportedly Close to Settlement
News & Analysis  
12/11/2017   Post a comment
Deal would have the way for Toshiba to close sale of memory chip unit to consortium led by Bain Capital.
Qualcomm Sheds Light on Licensing Policy
11/27/2017   1 comment
5G technology licensing rates, the same as the firm charged for 4G, offer perspective on Qualcomm's dispute with Apple and wireless industry grumbling.
Siemens Acquires Solido Design Automation
News & Analysis  
11/20/2017   Post a comment
Deal provides first glimpse of what may be a more aggressive stance on M&A for Mentor Graphics under Siemens ownership.
U.S. Trade Commission Investigating Apple
News & Analysis  
11/15/2017   Post a comment
Trade commission initiates investigation into whether products including iPhones, iPads and Macs violate patents held by Southern California software firms.
Broad/Qual/NXP Battle Begins
11/13/2017   11 comments
A week after Broadcom made a bold $103 billion bid for Qualcomm, the mobile chip giant rejected it, and Broadcom quickly announced it is standing pat. Now the battle begins in earnest.
China Passes U.S. in Supercomputers
News & Analysis  
11/13/2017   7 comments
China is running more of the world’s Top 500 supercomputers, cranking out more overall performance than systems in the U.S. for the first time.
How to Build a Nation
11/10/2017   Post a comment
China's recently concluded 19th congress and Japan's seeming struggle with its semiconductor industry lead ASPENCORE to ask: just what does it take to build a technologically powerful nation?
Low-cost Lifetime Boost for Lithium Batteries
News & Analysis  
11/9/2017   2 comments
Taiwan’s Industrial Technology Research Institute is seeking a U.S. patent on a composite paste that OEMs can apply to battery electrodes to prevent solid electrolyte interface buildup and thereby extend battery life up to 70%.
Q’comm Profits Dive Amid Patent Disputes
News & Analysis  
11/2/2017   Post a comment
Qualcomm reported 57-89 percent declines in annual and quarterly profits, largely due to lost royalties from Apple and an unnamed customer.
Canyon Bridge Head Charged With Insider Trading in Lattice Deal
News & Analysis  
11/1/2017   3 comments
Benjamin Chow, managing partner of private equity firm backed by China's central government, is accused of feeding non-public information about the deal to a friend who profited over $5 million from trades of Lattice stock.
Apple May Drop Qualcomm Chips
News & Analysis  
10/31/2017   3 comments
Apple is creating designs of next-generation iPhones and iPads that use Intel and Mediatek's baseband modem chips, cutting out longtime supplier Qualcomm amid a legal dispute, according to the Wall Street Journal.
Samsung's Chip Sales Hit New High
News & Analysis  
10/31/2017   1 comment
South Korean firm all but certain to pass Intel in chip sales this year as memory chip boom continues through the third quarter.
U.S. Can’t Pull Down China’s Data Wall
10/24/2017   2 comments
Recent protests of China’s new laws about cross-border data transfer may not sway regulators given rising digital walls around the world.
Brexit, Britain, and Beijing
News & Analysis  
10/24/2017   Post a comment
What will Brexit mean for U.K.-China trade? Syrus Lohrasb of the China-Britain Business Fusion Group sees a balancing act between protecting “prime assets” and courting investment in AI, robotics, and hardware-software integration.
With 450mm on Ice, 300mm Shoulders Heavier Load
Semi Conscious  
10/17/2017   1 comment
With the semiconductor industry's plans to transition to 450mm wafers on deep freeze, chipmakers are doubling down on 300mm fabs.
Patent Reform Needs Reform
10/16/2017   8 comments
Although it has some good elements, the America Invents Act (AIA) undercuts the individual inventor the U.S. patent system was designed to protect.
How to Build a City
10/13/2017   Post a comment
Promising opportunities abound across the globe for smart policy makers to join with enterprising and civic-minded members of the local engineering, design chain, and supply chain communities.
Taiwan Hits Qualcomm With $774 Million Fine
News & Analysis  
10/11/2017   1 comment
Qualcomm, which has also been fined by China, South Korea and is being sued by the U.S. Fair Trade Commission for anti-competitive behavior, has said it will appeal decision.
ON Semi Ups Stake in Fujitsu Fab
News & Analysis  
10/11/2017   Post a comment
Phoenix-based Chip maker increases stake as part of multi-phase plan to acquire the Japanese 200mm fab outright in 2020.
Intel May Sit Out Race to EUV
News & Analysis  
10/10/2017   2 comments
Foundries are racing to bring up nodes using EUV next year, but Intel is said to be taking a more leisurely pace.
12 Views of Drone World Expo
10/5/2017   2 comments
Commercial drones are ready to take off at Airbus, GE, Facebook, Google and elsewhere but air traffic control systems to manage them are still at least a year away.
Patent Licensing Is Too Opaque
10/3/2017   2 comments
Someone needs to shine a light on the tech industry’s practices with patent royalties, but the latest EU effort takes the wrong angle.
Q&A: Ray Bingham on Canyon Bridge, Imagination
News & Analysis  
10/2/2017   2 comments
EE Times caught up with Ray Bingham, partner at Canyon Bridge. Our discussion covered questions about his firm’s relationship with Tallwood VC which bought MIPS, how Canyon Bridge plans to rebuild Imagination, who Canyon Bridge really is.
Toshiba Inks Acquisition Deal with Bain-led Group
News & Analysis  
9/28/2017   Post a comment
Deal to sell chip unit for about $18 billion structured to proceed before legal challenges brought by Western Digital are resolved.
Western Digital Still Hopes to Block Toshiba Chip Sale
News & Analysis  
9/26/2017   Post a comment
Western Digital still believes it can block the sale of Toshiba's chip unit to a consortium led by Bain Capital through arbitration tribunals at the International Chamber of Commerce.
Will Imagination Deals Deliver MIPS to China?
News & Analysis  
9/25/2017   2 comments
Imagination will sell itself to Canyon Bridge, while simultaneously agreeing to sell MIPS to Tallwood VC. Has Imagination structured both deals in such a way to let Canyon Bridge –China’s government-backed buyout – have access to MIPS CPU IP?
Globalfoundries Reportedly Asks EU to Probe TSMC
News & Analysis  
9/21/2017   5 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   33 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
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.
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