Chipmaker AMS reported first-quarter sales toward the lower end of its guidance range on Monday and warned of a downturn owing to weaker orders from one of its main customers.
Nvidia cracked the list of top 10 semiconductor vendors by sales for the first time in 2017, joining Qualcomm as the only other strictly fabless chip supplier to attain that distinction last year, according to market research firm IHS Markit.
A unit of Apple's Taiwanese contract manufacturer Wistron has won approval from Karnataka to build a new assembly facility in the south Indian state, signaling a potential expansion of iPhone assembly work in India.
Autoparts supplier Denso will raise its stake in Renesas Electronics to 5% from 0.5% to work even more closely with the chipmaker in developing self-driving systems.
Nikkei Asian Review
Apple has reported an increase in the number of serious violations of working conditions at factories where its products are manufactured, but says that overall conditions improved.
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.
Two China-based fabless companies made the top 10 ranking last year-HiSilicon, which sells most of its devices as internal transfers to smartphone supplier Huawei, and Unigroup, which includes the IC sales of both Spreadtrum and RDA.
Foxconn, a main supplier for Apple's iPhone, says it has stopped interns from working illegal overtime at its factory in China. It comes after a Financial Times report found at least six students worked 11-hour days at its iPhone X plant in Henan province.
Apple found that its main supplier in Asia has been employing high-school students working illegal overtime to assemble the iPhone X.
Applied Materials reported better-than-expected quarterly results and gave a strong current-quarter forecast as the world's largest supplier of tools to make semiconductors enjoys strong demand in its chip and display businesses.
Apple is a major customer within AMS's supply chain, contributing about 20% of revenue.
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.
A new report from reliable Apple analyst Ming-Chi Kuo of KGI Securities says LG will soon join the fray and supply Apple with OLED displays for the iPhone 8.
According to industry sources, LG Innotek has almost completed the development of flexible PCBs and would likely to break the ground for related facilities in the latter half of 2017. LG Innotek aims to become a main flexible PCB supplier for Apple and LG Electronics.
The Korea Economic Daily
Toshiba is well within its rights to sell its memory operations, the Japanese conglomerate has told business partner Western Digital in response to efforts by the hard-drive supplier to block the auction, it was learned Tuesday.
Nikkei Electronics Asia
Robert Bosch has won orders from Apple to supply the next iPhone with some of its motion sensors, according to a person familiar with the deal, a potential blow to InvenSense, currently the main supplier of those smartphone components.
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.
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).
Apple's iPhone 8 smartphone will include a 3D-sensing module to enable augmented-reality applications, Rosenblatt Securities recently said. Rosenblatt Securities named Austria's AMS AG as a likely supplier of 3D sensors to Apple.
Investor's Business Daily
Samsung hopes to avoid another disastrous recall by adding a third battery supplier for its new smartphone.
Wall Street Journal
Intel's Atom C2000 processor family has a fault that effectively bricks devices, costing the company a significant amount of money to correct. But the semiconductor giant won't disclose precisely how many chips are affected nor which products are at risk.
Apple is in discussions with China's BOE Technology to supply next-generation displays for future iPhones, a key component that's being provided by a Samsung Electronics unit, people familiar with the matter said.
Samsung was Apple's main supplier for the iPhones from the very beginning, making the A-series processors and supplying both NAND flash and DRAM memory chips.
Foxconn Technology, which manufactures Apple's iPhone and other products, said it is in talks to expand in the US. The statement comes amid President-elect Donald Trump's push for a return of manufacturing to the US.
Wall Street Journal
Apple will switch to an all-glass casing for next year's entire iPhone lineup in order to support wireless charging, with Pegatron being the exclusive supplier of the wireless charger.
An investment firm has delved deeply into Apple's most recent Securities and Exchange Commission 10-K filing, and sees purchase orders extending over one year in duration which suggests to them that Apple is in the middle of a big OLED buy from Samsung -the main supplier of the technology.
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.
Austrian sensor chip maker AMS has warned of a setback with one of its customers which could hit revenues and force a writedown in its accounts, sending its Swiss-listed shares down by as much as 23% on Tuesday.
Japan's Sharp will become the main supplier of LCD panels to Universal Media, the Slovak manufacturer licensed to sell Sharp-brand televisions in Europe, The Nikkei learned Thursday.
Nikkei Electronics Asia
Japan's industry minister said the government would consider divesting its stake in a money-losing maker of smartphone displays unless the company can demonstrate it is more than just a commodity supplier to Apple.
Samsung Electronics is selling about half of its stake in chip-equipment supplier ASML Holding in a private placement valued at about EUR606 million (US$681 million).
Samsung Electronics has announced that it is now the world's number one supplier of enterprise solid state drives used in corporate data centers, as reported by a number of analyst firms.
Samsung is rumored to be in exclusive talks with Apple about OLED supply, and could be set to ship panels as soon as 2017. LG will presumably miss out on supplying OLED screens for 2017 iPhones, but could be in a position to join the supply chain for 2018.
With rumors strongly suggesting Apple's next-generation iPhone will lack a traditional headphone jack, supplier Cirrus Logic this week announced the release of a new development kit that will enable companies to make Made for iPhone-certified Lightning headphones.
Apple's next iPhone will use modems from Intel, replacing Qualcomm chips in some versions of the new handset, a move by the world's most-valuable public company to diversify its supplier base.
Okmetic Oyj (Vantaa, Finland), a supplier of engineered wafers for MEMS and analog applications and the eighth largest wafer supplier in the world, has recommended acceptance of an offer from National Silicon Industry Group (NSIG) of Shanghai, China.
IPhone supplier Imagination Technologies has jumped nearly 13% following news that a Chinese state-backed business has taken a 3% stake in the chip designer.
Apple A-series chip supplier Samsung this week announced plans to put a next-generation 10-nanometer chip fabrication process into production later in 2016, with the new technology supposedly affording a 10% increase in efficiency over existing iterations.
There is increasing evidence that Intel is likely to gain 20%-30% share in the iPhone 7 modem - the first time since 2011 with the iPhone 4 that Intel will be a baseband supplier for Apple.