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Kioxia and Western Digital's joint venture manufacturing facilities in Yokkaichi and Kitakami have been approved for up to JPY150 billion (US$1 billion) in government subsidies.
Company release
Chinese Premier Li Qiang visited the country's foremost developer of memory chips, in the latest show of government support for US-sanctioned Yangtze Memory Technologies (YMTC) as the two powers clash over technology.
Bloomberg
China's Yangtze Memory Technology is readying its next-generation 3D NAND memory architecture - Xtacking 4.0 - despite severe sanctions against the company, according to a document seen by Tom's Hardware. The company has no plans to increase the number of layers with the two Xtacking 4.0 devices currently in development, but the family may get broader over time.
TG Daily
South Korea's memory-chip exports increased in October for the first time in 16 months, offering more evidence for the revival of demand for the country's most important products.
Bloomberg
Western Digital has restarted talks with Japan's Kioxia in a deal that could unite two technology storage providers, according to people familiar with the matter.
Bloomberg
Chinese chipmaker Yangtze Memory Technologies Corp has asked American employees in core tech positions to leave, as it rushes to comply with the new U.S export restrictions.
The Financial Times
South Korea's SK Hynix said on Wednesday it has received merger clearances from the Chinese antitrust authority for its acquisition of Intel's NAND memory chip business, clearing the way for the world's second-largest memory chip maker to completion of securing regulatory approvals from all eight countries.
Reuters
Western Digital is in advanced talks to merge with Japan's Kioxia Holdings, according to people familiar with the matter, in a deal that could be valued at more than US$20 billion and further reorder the global chip industry.
Wall Street Journal
SK Hynix plans to turn Intel's NAND memory and storage business into a stand-alone US company that will be owned by the South Korean chipmaker.
CRN
Intel's $9 billion sale of its NAND memory chip unit will help the U.S. chip giant focus on its core business in higher-margin processors, Wall Street analysts said on Tuesday, after its deal with South Korea's SK Hynix.
Reuters
While Micron's solid report card didn't exactly come as a surprise, it was nonetheless a positive end to the fiscal year. There's work to be done to get back to record sales and profits, but 2020 at least brought an end to a year-and-a-half-long memory chip industry slump and a return to growth.
Motley Fool
The company held a ceremony at its Xian complex on March 10 to mark a product shipment following the completion of the first phase of investment. The new line will roll out 5th-generation V-NAND flashes of a 3D vertical structure with 90 or more layers.
BusinessKorea
A power failure at a Samsung Electronics factory disrupted production of semiconductors on Tuesday, industry sources said.
Yonhap News
Micron was allowed to sell and support some of its products to Huawei, but it was forbidden to supply Huawei with new products or sign new sales agreements.
Anandtech
Samsung Electronics will increase investment at its chip factory in China by $8 billion to boost production of NAND flash memory chips, Chinese media reported on Tuesday.
Reuters
Due to appear in May, the 3D XPoint and storage combo is aimed at the thin laptop market.
ZDNet
Samsung now expects bit growth of less than 20% for DRAM and a rise of 30% for NAND flash.
Bloomberg
Despite Micron's recent stellar earnings results, the stock has been under pressure since late June due to China concerns.
Seeking Alpha
With the SSD and NAND flash memory markets booming, Western Digital has made the tough decision to shut down its HDD (hard disk drive) manufacturing factory in Petaling Jaya, Malaysia by the end of 2019.
TG Daily
Micron Technology said Chinese regulatory authority representatives visited its offices in that country, potentially opening another front in a growing trade dispute between the world's two largest economies.
Bloomberg
Toshiba has completed its sale of Toshiba Memory to a group led by Bain Capital.
Company release
Toshiba is quickly paying down its debt, diminishing the influence of lenders who want a quick sale of its memory unit to a group led by US buyout firm Bain Capital and fueling speculation that the company may consider a different route on the sale.
Nikkei Asian Review
Samsung Electronics will hold a groundbreaking ceremony on Wednesday for its second memory fabrication line in Xian, China, according to industry sources. A total of KRW8 trillion (US$7.47 billion) will be invested in the construction.
Pulse
More analysts raised their price targets on shares following better-than-expected earnings though shares were down 8.2% at last check in Friday trading, their worst one-day percentage decline since late November.
Marketwatch.com (Dow Jones)
Chinese memory chip manufacturers pose no serious threat yet to established players, Micron Technology CEO Sanjay Mehrotra said, citing high barriers to entry for aspiring global suppliers.
Nikkei Asian Review
Samsung plans to invest US$7 billion over the next three years for the expansion project.
Yonhap News
Intel intends to expand its partnership with Beijing-backed Tsinghua Unigroup by providing NAND flash memory chips as soon as this year, according to industry sources.
Nikkei Asian Review
Toshiba is considering an IPO of its prized memory chip business if an agreed $18 billion sale to a Bain Capital-led consortium fails to gain antitrust approval by the end of March, the Financial Times reported on Monday.
Reuters UK
Price increases for both DRAM and NAND flash memory are raising the outlook for the overall semiconductor market.
Gartner
South Korea's SK Hynix said on Wednesday its board had approved its participation in a Bain Capital-led consortium that plans to purchase Toshiba's memory chip unit for JPY2 trillion (US$17.7 billion).
Reuters
Toshiba told its main banks on Monday it has not signed the $18 billion sale of its semiconductor business because Apple, a member of the buyer group, has not agreed on key terms, two people involved in the deal said.
Fortune
Japan's Toshiba has selected a group led by US private equity firm Bain Capital to buy its prized memory chip unit, three people with knowledge of the talks said on Wednesday, the latest dramatic twist to a highly contentious auction.
Reuters
Headhunters have been recruiting at Toshiba's Yokkaichi chip fabrication facilities in recent months.
Nikkei Asian Review
SK Hynix is reportedly considering taking legal action against Toshiba after being rebuffed by the Japanese conglomerate during the auction process of a memory-chip unit without appropriate notice, according to sources close to the matter.
The Korea Bizwire
Toshiba may not seal a $17.5 billion deal to sell its memory chip unit by a self-imposed Aug. 31 deadline due to disagreements over details of an offer by the bidders, people familiar with the matter said late on Tuesday.
Reuters
Nintendo's latest videogame machine, the Nintendo Switch, is winning fans for both its lineup of popular games and its flexibility-it works as both a living-room console and a hand-held device.
Wall Street Journal
Huawei had had a difficult time when it installed different NAND flash chips into its strategic Smartphone called P10 during first half of 2017. Into a same product, it installed eMMC and UFS standard storage device. Unexpectedly level of dissatisfaction from consumers who purchased P10 equipped with eMMC increased heavily. Industries believe that Huawei made a bad move by failing to obtain NAND flash memories.
ETNews.com
Western Digital, part of a group offering to buy Toshiba Corp's (6502.T) memory chip unit, is not seeking a management role in the business, people familiar with the matter told Reuters on Friday.
Reuters
Western Digital Corp.'s "Marry Me, or I'll Sue" tactics may have actually worked.
Bloomberg
Japan's Toshiba is prioritising talks with Western Digital to sell its memory chip business, as negotiations with a previously preferred bidder have stalled, the Nikkei business daily reported on Wednesday.
Reuters
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