Samsung Electronics' plan to spin off foundry operations from the system LSI division is expected to increase Samsung's share of global contract chipmaking at the expense of Taiwan Semiconductor Manufacturing Co. (TSMC) and smaller rivals.
It has been found that Samsung Electronics is planning to set up a foundry business unit in its Device Solutions (DS) Division in charge of semiconductor business and so on. This has to do with today's rapid growth of the global foundry market.
US Commerce Secretary Wilbur Ross sees the US semiconductor industry as still dominant globally but said he is worried that it will be threatened by China's planned investment binge to build up its own chipmaking industry.
In 2016, NXP in the Netherlands overtook Renesas Electronics in Japan as the world's largest microcontroller supplier with MCU revenues climbing 116% following its US$11.6 billion purchase of US-based Freescale Semiconductor in December 2015.
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.
Dialog Semiconductor's shares plunged the most in more than 16 years after an analyst warned that Apple probably will cut back on the use of the company's power-management chips.
Globalfoundries is offering early retirement packages to some longtime employees at its US semiconductor manufacturing plants, including East Fishkill, the company confirmed Wednesday.
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).
Struggling Toshiba's planned semiconductor business sell-off has attracted bids of more than JPY2 trillion ($18.1 billion) from two foreign companies.
Toshiba has narrowed the number of bidders for its semiconductor business from about 10 interested parties to a smaller group that includes Taiwan's Hon Hai Precision Industry and Korea's SK Hynix, according to people familiar with the matter.
Traditional semiconductor scaling is expected to reach an end by about 2024, according to a white paper from engineers working on a new version of the semiconductor roadmap. The good news is a wide variety of new kinds of devices, chip stacks and systems innovations promise to continue benefits in computing performance, power and cost.
The government is considering urging struggling Toshiba not to sell its semiconductor business to a Chinese or Taiwanese company, sources said March 22.
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.
The technology sector in China is still not sophisticated enough to compete with the US in the global chip market, the chairman of China's top contract chipmaker said on Tuesday.
Nikkei Electronics Asia
Samsung is going to make supplemental investments into its 10nm production lines in March 2017 and construct new 7nm semiconductor facilities in 2018. Its strategy is to secure ultra-fine processing technologies faster than its competitors.
Lattice Semiconductor has moved a step closer to being acquired by an investment firm backed by China's central government, announcing Tuesday (Feb. 28) that its shareholders have approved the terms of the $1.3 billion deal.
Toshiba wants to pick the preferred bidder or bidders for a majority stake in its chip unit by the end of May and will hold the first round of bids next month, a source with knowledge of the plan said.
Toshiba is looking to raise at least JPY1 trillion (US$8.8 billion) from the sale of its memory chip business and will aim to complete the transaction by March 2018, according to a person familiar with the matter.
Toshiba may delay the sale of its prized flash-memory chip unit after the conglomerate said it would consider selling most, even all, of the marquee business, a person with direct knowledge of the matter said.
"China will find it very tough to buy US high-tech companies and difficult to leverage Chinese joint ventures or wholly-owned enterprises to access key US intellectual property," Andrew Lu wrote in a Jan. 10 report for Smartkarma. "We thus expect more senior Taiwan veterans to join China's semiconductor industry as a second wave of talent moves to China."
Samsung Electronics and SK hynix are expected to engage in the automotive semiconductor industry in earnest as the global market is expected to grow 7.1% annually by 2020.
The Korea Times
Business weekly Toyo Keizai reported that Taiwan's Foxconn, the world's largest contract manufacturer, is interested in either taking a stake in or buying some of Toshiba's businesses.
Toshiba said it will sell a minority stake in its memory chip business as it urgently seeks funds to offset an imminent multi-billion dollar writedown, adding that its overseas nuclear division-the cause of its woes-was now under review.
Last week, Toshiba confirmed that it's looking to spin off its core semiconductor business. Toshiba's chip division includes its lucrative NAND memory business, which generated 15% of the group's JPY5.7 trillion annual revenue (about $50 billion), and has an estimated value of about JPY1.5 trillion (about $13 billion).
Four foreign investment funds have reportedly offered to take a stake in Toshiba's memory chip operations should the Japanese electronics giant spin off the business.
Nikkei Electronics Asia
Qualcomm used anticompetitive tactics to maintain a monopoly over semiconductor supply, the Federal Trade Commission alleged in a complaint on Tuesday.
Toshiba is looking to sell a minority stake in its core semiconductor business to Western Digital, a source said, in a bid to dull the blow from a looming multi-billion-dollar writedown on a US nuclear acquisition.
The Crossbar ReRAM for embedded non-volatile memory applications is in production at partner foundry Semiconductor Manufacturing International (SMIC) using a 40nm CMOS process and is sampling to SMIC customers, according to Sylvain Dubois, Crossbar's VP of strategic marketing and business development.
China's push to develop its domestic semiconductor technology threatens to harm US chipmakers and put America's national security at risk, the Obama administration warned in a report that called for greater scrutiny of Chinese industrial policy.
Momentum behind the push to transition the semiconductor industry to 450mm wafers - which seemed substantial just a few short years ago - now appears all but dead, at least for now.
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.
The Obama administration is finalizing a study that could lead to restrictions on Chinese investment in the US semiconductor sector.
Wall Street Journal
As the demand for localized processing has grown, FPGAs have offered a way to keep devices running without quickly draining the battery. Lattice Semiconductor, while it has a small share of the FPGA market, has distinguished itself by reducing its FPGA power draw down to the microwatt level.
Analysts with BlueFin Research Partners say that Taiwan Semiconductor Manufacturing Company (TSMC) will begin manufacturing Apple's A11 processor in late April.
Samsung Electronics is considering a reorganization of the System LSI division in order to systematically grow the system semiconductor business. The company is planning to separate the design and manufacturing sectors in the business unit and divide or spin off it to fabless and foundry business divisions.
Samsung in November said it would acquire Harman International Industries for $8 billion in a bid to grow quickly in the automotive market.
A Chinese takeover bid for Aixtron of Germany collapsed Thursday, a week after US President Barack Obama blocked the deal on national-security grounds, according to a statement from the buyer.
Wall Street Journal
China's National Silicon Industry Group, a state-backed semiconductor investment fund, is interested in acquiring a majority stake in German silicon-wafer maker Siltronic, the latest potential Chinese takeover that could face political opposition, according to people familiar with the matter.
In the latest signal from Washington that it's protecting its semiconductor industry from Beijing, US President Barack Obama on Friday issued an executive order barring a Chinese deal to buy a German semiconductor company's California-based subsidiary, citing national security reasons.
Ever since Siemens announced its plan to acquire Mentor Graphics three weeks ago, many in the semiconductor industry have been poking and parsing its implications. They've found, thus far, more questions than answers.