Apple's progress in 3D sensing design and mass production is 1.5 to 2 years ahead of Qualcomm's, according to a new investor's note released today by KGI Securities analyst Ming-Chi Kuo.
Samsung Electronics has decided to reduce its reliance on Qualcomm chips for next year's Galaxy S9 in an apparent tit-for-tat against the US chipmaker for making new foundry orders with its Taiwanese rival TSMC only, industry sources said on Aug. 21.
Toshiba's main bank creditors have urged the embattled borrower to conclude a deal to sell its memory chip subsidiary this month (August 2017) to ensure the transaction is completed by the fiscal year-end next March, bringing in desperately needed capital
Nikkei Electronics Asia
Citing national security concerns, a US semiconductor-testing company, Cohu, is mounting a quiet campaign to derail the planned US$580 million sale of an American rival, Xcerra, to a Chinese state-backed group, according to documents reviewed by WSJ.
Wall Street Journal
Broadcom has introduced Max WiFi, the industry's first family of connectivity solutions using the next Wi-Fi standard, 802.11ax.
Qualcomm Technologies is announcing the acquisition of Scyfer, a company affiliated with University of Amsterdam and focused on cutting-edge machine learning techniques, to add a talented team to its roster.
Underpinning all these delays and difficulties with new processes is the continued difficulty of developing production-ready extreme UV (EUV) lithography techniques.
A China-backed firm whose deal to buy an American semiconductor company has stalled before a US government panel is taking the unusual step of going public with its frustrations, saying China-bashing in the US is holding up the acquisition.
Wall Street Journal
A new market analyst report is taking laser supplier Lumentum's prediction for sales and deliveries, and extrapolating that to mean that not only is the "iPhone 8" not going to see a substantial delay, but advanced 3D sensing technologies are going to be incorporated in more iPhones in 2018 than previously thought.
Toshiba has met a deadline to report its long-awaited earnings results, reducing the risk that the firm will be delisted from the Tokyo Stock Exchange. The embattled electronics firm posted a loss of US$8.8 billion for the last fiscal year.
Qualcomm's already hefty bid to buy rival NXP Semiconductor for about $38 billion could become more expensive now that active investor Elliot Management has entered the picture.
Everspin announced it is sampling a Gbit MRAM chip and will be in production this year with 1-2 Gbyte cards based on its 256 Mbit chip. The news at the Flash Memory Summit here marks a small but significant advance for a growing collection of persistent memories at an event focused on the still rising market for mainstream NAND.
In an internal memo, a male software engineer at Google argued the lack of women in top tech jobs was due to biological differences between men and women.
Wall Street is braced for delays to the launch of the next iPhone, as supply shortages and manufacturing problems threaten to push the smartphone's release later than Apple's usual September debut.
The world is pushing back against China's foray into semiconductors.
Wall Street Journal
Western Digital said it will move forward with arbitration to get a say over Toshiba's sale of its chip unit after the Japanese company agreed to provide notice before closing.
Imagination Technologies has become a takeover target for a private equity fund backed by the Chinese government.
Daily Telegraph (UK)
Toshiba's board will meet on Wednesday to consider offers for its chip unit from Western Digital and Taiwan's Foxconn in addition to a bid from a consortium that was previously favorite, a source familiar with the matter said. Toshiba is scrambling to sell its flash memory unit to cover losses from its bankrupt US nuclear business Westinghouse.
NXP Semiconductors will spend about US$22 million to expand manufacturing at its fabs in Texas and Arizona to make secure ID chips for US government programs, the company said.
The Snapdragon 845 hasn't surfaced much on the rumor mill, as the processor isn't due for another six months.
Samsung Electronics plans to triple the market share of its contract chip manufacturing business within the next five years by aggressively adding clients, a senior company executive said, as it targets new growth drivers for the chips business.
Intel has axed the division that worked on health wearables, including fitness trackers, according to a person familiar with the matter.
After six months of escalating legal battles and increasingly heated rhetoric between mobile market titans Apple and Qualcomm, the head of Qualcomm sounded more conciliatory on Monday.
Samsung recently bought ultraviolet lithography machines to make 7nm iPhone processors, The Korea Herald said on Tuesday. Sources claimed that one of Samsung's three co-CEOs, Kwon Oh-hyun, was central to winning the deal, and visited Apple's headquarters in June.
IBM has unveiled IBM Z, the next generation of the world's most powerful transaction system capable of running more than 12 billion encrypted transactions per day. The new system also introduces a breakthrough encryption engine that, for the first time, makes it possible to pervasively encrypt data associated with any application, cloud service or database all the time.
ASML's Holistic Lithography integrates a set of products that enables chip makers to develop, optimize and control the production process at the 7/5 nanometer (nm) logic and 16 nm DRAM nodes.
Intel is shedding nearly 140 staff from its Internet of Things business lines. The layoffs were probably inevitable, since during June, Intel discontinued three of its IoT product lines - the Joule, Edison and Galileo compute modules and boards.
In the second half of 2018, it is planning to deploy the 7-nanometer process, using extreme ultra violet (EUV) lithography for the first time. It will be followed by 6-nanometer and 5-nanometer in 2019.
Samsung Electronics is planning to elevate its market share ranking, which is 4th now to second place this year. As Samsung Electronics can specialize its technology competitiveness ahead of its competitors', the company disclosed its aspiration to overtake Taiwan's TSMC, the industry leader in the future.
Western Digital won a temporary US court order on Tuesday saying that Toshiba must allow Western Digital's employees to access databases and chip samples as part of a joint venture with Toshiba around flash memory chip plants in Japan.
Rambus, a chip designer with a lengthy history of patent litigation, is considering a sale even as it has expanded its business to include sales of its own branded chips, people familiar with the matter said.
With the launch of Bixby and reports that Samsung is building its own competitor to Amazon's Echo, the consumer electronics giant has now made an acquisition that could help power its next generation of voice-powered services.
Sales analysts have cited wireless charging as one of the features compelling enough to help the upcoming iPhone 8 shatter sales records. Now, the always-churning Apple rumor mill suggests that feature won't be in place in time for the new phone's release (which may or may not come this year) and that it might not be quite as cool as some had hoped.
Samsung Electronics is expected to report its best-ever quarterly profit in the second quarter, with soaring memory chip sales pushing it past Intel as the biggest semiconductor maker by revenue for the first time.
A plan for the sale of Toshiba's semiconductor unit includes an option for SK Hynix to eventually take a minority stake in the business, people involved in the proposed deal say, contradicting Toshiba's public statements.
Wall Street Journal
It has been confirmed that SK Hynix started mass-producing 4th generation (72-layer) 3D NAND flash wafers and achieved ?˜golden yield', which had been SK Hynix's biggest obstacle. Its solution product that uses its own controller and firmware passed certifications.
EU antitrust authorities have halted their scrutiny of Qualcomm's $38 billion bid for NXP Semiconductors after the companies failed to provide relevant information.
VerHeul most recently was senior VP of corporate engineering at SanDisk, where he was responsible for developing a broad array of flash products.
Micron Technology is expected to report US$1.9 billion for the three months ended in May. That puts the company on track to post more than US$5 billion in operating earnings for its fiscal 2017.
Wall Street Journal