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EU antitrust regulators will not appeal a court ruling scrapping its EUR997 million (US$991 million) fine against Qualcomm, people familiar with the matter said, in a major win for the US chipmaker that ends a long-running saga.
Reuters
Infineon Technologies and II-VI have signed a multi-year supply agreement for silicon carbide (SiC) wafers.
Company release
China's central bank has cut its mortgage rate as officials work to support the crisis-hit property market. The People's Bank of China lowered the five-year loan prime rate (LPR) by 1.5pp, which matches its biggest cut on record.
BBC News
The UK has blocked the takeover of an electronic design company by a Hong Kong rival over national security concerns, in the latest sign of growing British anxiety about Chinese investment.
Guardian
Samsung Electronics broke ground recently for a new semiconductor research and development complex in Giheung, Korea, with plans to invest about KRW20 trillion (US$14.95 billion) by 2028.
Company release
South Korea's early exports barely rose in August as geopolitical risks and central bank tightening weigh on the world economy.
Bloomberg
China's Sichuan province has ordered all factories to shut down for six days to ease a power shortage in the region as a scorching heat wave sweeps across the country.
CNN
China's top anti-corruption watchdog has launched investigations against several executives linked to the country's largest chip investment fund, as Beijing steps up scrutiny of the sector in its race for technological self-sufficiency.
The Financial Times
Remember about two years ago, when absolutely everyone wanted to either upgrade their existing PC or buy a new one? Yeah, that doesn't appear to be the case anymore, according to the latest market report from Mercury Research. The report states that x86 chip shipments have dropped by the largest percentage year-over-year since the report began way back in 1994. Analyst Dean McCarron says it's probably the largest decline since the precipitous downturn of 1984.
PC World
SK Hynix aims to select a US site for its advanced chip packaging plant and break ground there around the first quarter of next year, two people familiar with the matter said, helping the United States to compete as China pours money into the burgeoning sector.
Reuters
Nvidia on Monday warned its second-quarter revenue would drop by 19% from the prior quarter on weakness in its gaming business, sending the chip designer's shares down about 5% in early trading.
Reuters
GlobalFoundries and Qualcomm have announced they are more than doubling their existing strategic global long-term semiconductor manufacturing agreement previously entered into by GF's and Qualcomm's respective subsidiaries. Today's announcement secures wafer supply and commitments to support US-based manufacturing through capacity expansion at GF's most advanced semiconductor manufacturing facility in Malta, New York.
Company release
Italy is close to clinching a deal initially worth $5 billion with Intel to build an advanced semiconductor packaging and assembly plant in the country, two sources briefed on discussions told Reuters on Thursday.
Reuters
TSMC CEO CC Wei said he had never had an auto industry executive call him until the shortage was desperate. "In the past two years they call me and behave like my best friend," he told a laughing crowd of TSMC partners and customers in Silicon Valley recently. One automaker called to urgently request 25 wafers, said Wei, who is used to fielding orders for 25,000 wafers. "No wonder you cannot get the support."
Reuters
Despite the challenging macroeconomic and geopolitical situation, Infineon has reported another robust quarter with revenue of ??,618 million, up 10% sequentially and 33% year over year, in the third quarter of its fiscal year 2022. The Munich, Germany-based chipmaker has raised its revenue forecast for the full year 2022.
EE Times
Keith Krach, former Under Secretary of State for Economic Growth, Energy, and the Environment in the Trump administration, speaks on the significance of the CHIPS Act, which has since been passed by the House in a 243-187 vote.
EE Times
The Biden administration has been weighing a potential ban for months, but has elected to order the Commerce Department to issue a new rule that will effectively block the export of chip design software that's required to make chips with an emerging technology called gate all around, according to a person familiar with the administration's plans.
Protocol
Washington had banned the sale of most gear that can fabricate chips of 10 nanometers or better to Chinese leader SMIC without a license. Now it has expanded that barrier to equipment that can make anything more advanced than 14 nm, Lam Research CEO Tim Archer told analysts.
Bloomberg
China has begun a series of investigations into key figures responsible for shaping chip policy and investment, raising questions about the impact on Beijing's blueprint for challenging US dominance of a US$550 billion industry.
Bloomberg
STMicroelectronics expects its factories to run at full steam well into 2023 as the chipmaker's backlog is filled by the car and smartphone industries, prompting it to raise its 2022 outlook and build new production lines.
Reuters
Hyundai Motor, factory robot builder ABB and Swedish fridge maker Electrolux see the semi-conductor chip shortage easing, executives said Thursday, in a boost for manufacturers after a long struggle for components.
Reuters
Intel has informed customers it will raise prices on a majority of its microprocessors and peripheral chip products later this year, citing rising costs, Nikkei Asia learned.
Nikkei Electronics Asia
China's economy contracted sharply in the second quarter of this year as widespread coronavirus lockdowns hit businesses and consumers, with its GDP falling by 2.6% sequentially.
BBC News
Intel today announced that its board of directors has declared a quarterly dividend of $0.365 per share ($1.46 per share on an annual basis) on the company's common stock. The dividend will be payable on Sept. 1, 2022, to stockholders of record on Aug. 7, 2022.
Company release
SK Hynix is considering cutting its 2023 capital expenditure by about a quarter to KRW16 trillion (US$12.2 billion) in response to slower electronics demand than anticipated, people familiar with the matter said.
Bloomberg
Bosch will invest EUR3 billion (US$3.01 billion) in chip production by 2026, including on opening two new development centres and expanding a wafer factory in Dresden, the company said on Wednesday.
NASDAQ.com
A supply chain crisis triggered by the global pandemic deprived makers of PCs and smartphones to cars of computer chips needed to make their products. All that suddenly changed over three weeks from late May to June, as high inflation, China's latest COVID lockdown, and the war in Ukraine dampened consumer spending, especially on PCs and smartphones.
Reuters
Instead of using an Exynos SoC for the upcoming Galaxy S23 series, perhaps Samsung should fully embrace Qualcomm.
SamMobile
The US is pushing the Netherlands to ban ASML Holding from selling to China mainstream technology essential in making a large chunk of the world's chips, expanding its campaign to curb the country's rise, according to people familiar with the matter.
Bloomberg
Global exports of semiconductors to Russia have plummeted by 90% since the United States and allies slapped export controls on Moscow over its invasion of Ukraine, US Commerce Secretary Gina Raimondo said on Wednesday.
Reuters
The British government has delayed for another two months its final judgment on whether to allow the acquisition of Britain's largest semiconductor plant by a Chinese company.
The Financial Times
South Korea's export growth slowed sharply in June, partly due to a shorter work month but also as a result of softer global demand, as the nation ran a trade deficit for a third consecutive month.
MarketWatch
Taiwan's industrial sector, including the world's largest contract chipmaker, will be hit with the island's first power price increase in four years as the state-owned utility grapples with soaring fuel costs.
Bloomberg
US Commerce Department Secretary Gina Raimondo on Monday stepped up pressure on Congress to approve $52 billion in funding for chipmakers to expand operations, warning that firms would abandon American expansion plans without the legislation.
Reuters
Japan's Ministry of Economy, Trade and Industry (METI) will offer subsidies worth up to JPY476 billion (US$3.5 billion) for a semiconductor plant being built in Kumamoto Prefecture by TSMC, Sony and Denso, the ministry said on Friday.
Nikkei Asia
When the Senate passed a rare bipartisan measure last summer to spend US$52 billion subsidizing computer chip manufacturing and research in the United States, it seemed like an easy legislative priority for both parties. But one year later, the funding still isn't signed into law.
Washington Post
SoftBank's founder and Chief Executive Masayoshi Son on Friday reiterated the Japanese conglomerate was most likely to list British-based chip designer unit Arm on Nasdaq, while stressing no decision has been made.
Reuters
Samsung Electronics vice chairman Lee Jae-yong has secured additional extreme ultraviolet (EUV) lithography equipment, which is essential to production of next-generation semiconductors, from ASML.
BusinessKorea
Denso, a key supplier to Toyota Motor, may consider spinning off its chip business, the company's chief technology officer said Friday.
Bloomberg
Japan's semiconductor material makers are moving to raise prices, as strong demand and the Ukraine war tighten supplies. The upward pressure on costs could translate into higher prices for products such as cars and home appliances.
Nikkei Asia
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