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Beijing has ordered all government offices and public institutions to remove foreign computer equipment and software within three years, in a potential blow to the likes of HP, Dell and Microsoft.
The Financial Times
The United States and Poland believe suppliers of 5G network equipment should be rigorously evaluated for foreign government control, a joint declaration signed on Monday said, as Washington pressures allies to exclude China from 5G networks.
Reuters
The rollout of 5G telecom networks helped semiconductor equipment maker ASML (ASML.AS) beat second-quarter forecasts on Wednesday despite weak demand in the memory chip market.
Reuters
Trump said Saturday that "US companies can sell their equipment to Huawei," as long as the transactions won't present a "great, national emergency problem."
CNN
Huawei has revealed that none of the 40 commercial contracts it has won for 5G equipment are from mainland China.
The Financial Times
China's chip equipment makers are seeing an uptick in domestic demand thanks to the trade war, giving them an opportunity to finally gain ground on global rivals like Applied Materials and Tokyo Electron.
Nikkei Asian Review
UK telecoms group BT (BT) confirmed on Wednesday that it would not buy equipment from the Chinese tech company for the core of its next generation wireless network. The company also said it would remove existing Huawei technology from the heart of its 4G network within two years.
CNN
The companies will accelerate the adoption of EUV lithography for high-volume production, including the current latest available equipment for EUV (0.33 Numerical Aperture, NA). Moreover, they will explore the potential of the next-generation high-NA EUV lithography to enable printing of even smaller nanoscale devices advancing semiconductor scaling towards the post 3nm logic node.
Company release
Ericsson won a EUR600 million (US$700 million) contract to supply wireless equipment to Wind Tre, according to people with knowledge of the matter, dealing a blow to China's ZTE, which lost part of the deal after being barred from buying US technology.
Bloomberg
Semiconductor Manufacturing International (SMIC), China's top state-backed contract chipmaker, has placed an order for one set of extreme-ultraviolet lithography equipment, according to people familiar with the matter.
Nikkei Electronics Asia
Fueled by heavy government investment, IC packaging and testing in China generated $29 billion in revenue in 2017.
SEMI
Qualcomm's Snapdragon X50 5G NR modem family has been selected by a number of global original equipment manufacturers (OEMs) for standard-compliant 5G NR mobile device product launches starting in 2019. Those working with Qualcomm include OEMs such as Asus, Fujitsu Limited, Fujitsu Connected Technologies Limited, HMD Global, HTC, Inseego/Novatel Wireless, LG, NetComm Wireless, NETGEAR, OPPO, Sharp, Sierra Wireless, Sony Mobile, Telit, vivo, Wingtech, WNC, Xiaomi and ZTE.
Company release
Ericsson reported larger than expected losses for the fourth quarter on Wednesday and said it expected the Chinese market to continue to decline, dampening hopes of any short-term rebound for the struggling mobile equipment maker.
Reuters
Texas Instruments on Tuesday posted the slowest revenue growth in four quarters on softer demand for its chips used in communications equipment, disappointing investors who expected sales for automotive chips to drive strong results.
Reuters
Micro semi, the largest US commercial supplier of military and aerospace semiconductor equipment, is exploring its options, including a possible sale, after it received a takeover approach, a person familiar with the matter said on Tuesday.
Reuters
Beijing-based Naura Microelectronics Equipment has completed a deal to buy US semiconductor manufacturing equipment company Akrion Systems.
Reuters
Samsung Electronics is positively considering rolling out a next-generation DRAM using an early 10 nano process as early as the beginning of 2019 by constructing a dedicated production line with EUV exposure equipment in the Hwasung Semiconductor Factory Complex in Gyeonggi-do. Experts say that this strategy aimed to secure profitability while widening micro-process technology gaps with competitors in the booming DRAM market.
BusinessKorea
According to industry sources on October 19, Samsung Electronics is considering a plan to purchase 10 extreme ultraviolet (EUV) lithography tools from ASML.
BusinessKorea
Micron will install 13-nanometer production equipment at the Hiroshima Prefecture facility.
Nikkei Electronics Asia
Texas Instruments, which has one of the biggest customer lists in the semiconductor business, gave an outlook suggesting demand remains strong for components across industries from cars to factory equipment.
Bloomberg
A Chinese private equity firm has cut a deal to acquire Xcerra, a Massachusetts-based supplier of semiconductor and electronics test equipment, for $580 million, Xcerra said Monday (April 10).
EE Times
A joint venture led by Qualcomm and the Brazilian government will see the launch of a semiconductors factory producing high-complexity equipment. The consortium, which also includes semiconductor manufacturing firm ASE Group, is predicted to make a total investment of $200m in the initiative.
ZDNet
Texas Instruments Inc., the largest maker of analog semiconductors, forecast first-quarter revenue and profit that may top projections, indicating stronger demand from makers of industrial equipment.
Bloomberg
Two senior China executives defended the country's big bet on its semiconductor industry here a week after a White House report called for international action against practices it called unfair. Executives from fab and capital equipment companies said the China government is not being unfair in the way it supports its still-infant industry.
EE Times
Applied Materials, the biggest maker of machinery used to produce chips and displays, predicted a jump in sales as customers spend on equipment needed to modernize production. The stock fell on concern that orders may have peaked.
Bloomberg
Zeiss SMT has been a supplier to ASML for 30 years. It makes lenses and other equipment needed to focus the energy beams ASML uses to help companies such as Intel and Samsung create the circuitry of semiconductor chips.
Reuters
Tokyo Electron and Disco appear to have logged record sales in China in the six months through September.
Nikkei Electronics Asia
Hitachi is preparing to unload operations in power tools and semiconductor fabrication equipment, further narrowing its focus and resources with the aim of bolstering earning power in an uncertain global economy.
Nikkei Electronics Asia
Tech giant Samsung Electronics is gearing up to fully operate a production line for 3D NAND flash memory at its plant in Hwaseong City, Gyeonggi Province. Considering the one-month period to build the equipment and tools, it is expected that the facility will likely be in full operation around the end of 2016.
The Korea Herald
The US Patent and Trademark Office has published a patent application from Apple titled "Electronic Devices with Sapphire-Coated Substrates." The invention is designed to add a sapphire coating to future OLED displays like those that will begin shipping in 2017 and beyond.
Patently Apple
Orders for semiconductor-manufacturing equipment are picking up at seven major Japanese producers, underpinned by brisk demand for 3D memory and ravenous investment in chip miniaturization.
Nikkei Electronics Asia
Cisco Systems is laying off about 14,000 employees, representing nearly 20 percent of the network equipment maker's global workforce, technology news site CRN reported, citing sources close to the company.
Reuters
Samsung Display is reportedly planning to sell its liquid-crystal display equipment at its L7 manufacturing line in Tangjeong-myeon, South Chuncheong Province.
The Korea Herald
Samsung agreed with Dutch-based ASML to deploy extreme ultraviolet (EUV) equipment for mass production in their 7 nanometer processes.
The Korea Times
Nokia is cutting 1,032 jobs in Finland as part of a cost-cutting program following its acquisition of Alcatel-Lucent, the telecom network equipment maker said in a statement on Friday.
Reuters UK
Nokia, which has refashioned itself into a maker of wireless and Internet network equipment, won't make or sell cellphones and tablets directly. Rather, the company said Wednesday that it has entered a series of licensing pacts with Finnish and Asian partners.
Marketwatch.com (Dow Jones)
Buoyed by strong sales of automotive chips and improved sales of devices for communications and industrial equipment, Texas Instruments Wednesday (April 27) reported higher than expected first quarter sales and profit and delivered a forecast for the second quarter that was within range of Wall Street's estimates.
EE Times
Samsung Electronics is co-developing EMI shielding process that uses spray method with Protec, which is a South Korean company specializing in dispenser, Asymtek from the US, Hansol Chemical and Ntrium. While Protec and Asymtek are developing equipment, Hansol Chemical and Ntrium are developing EMI masking material that is in a form of ink. Samsung is planning to supply NAND-flash package with EMI shield to Apple when equipment and material are developed. It is predicted that supply will be possible starting from 2017.
ETNews.com
Toshiba has granted Canon exclusive negotiating rights for its medical equipment unit after a hotly contested auction, with a report putting Canon's offer at more than $6 billion.
Reuters
Texas Instruments has forecast current-quarter revenue below analysts' expectations, citing weak demand for its chips from communication equipment and consumer electronics markets and a strong dollar.
Reuters
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