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After more than half a decade in the making, ARM server chips should have struck gold by now, but they haven't. ARM servers were projected to be approaching a double-digit server market share, but they still are virtually non-existent.
PC World
At its Windows Hardware Engineering (WinHEC) conference in Shenzhen, China, Microsoft said Thursday morning that it's partnered with Qualcomm to enable new, low-cost PCs. These are intended to replace Windows tablets built around Intel's Atom, a chip the company's essentially discontinued.
PC World
Apple argued in a Beijing court on Wednesday that its iPhone 6 and iPhone 6 Plus mobile designs do not copy a Chinese product and should be allowed to be sold on the Chinese mainland.
China Daily
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
When a Beijing regulator recently ruled against Apple in a patent dispute, it handed a victory to a Chinese company that barely exists.
Wall Street Journal
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.
Forbes
The competing R&D alliance of Globalfoundries, Samsung Electronics and IBM announced a 7nm process technology, but it is taking a different approach. TSMC is using the current 193nm immersion lithography tools while the alliance's process relies on a new form of lithography, known as EUV or extreme ultra-violet, to pattern some critical layers.
ZDNet
Eight users have complained to Shanghai's consumer watchdog that their iPhone 6 series handsets spontaneously combusted or exploded. Apple said it had conducted tests on the devices and had found "no cause for concern with these products".
BBC News
SoftBank CEO Masayoshi Son told President-elect Donald Trump he would create 50,000 new jobs in the US through a US$50 billion investment in startups and new companies.
Bloomberg
Northland Capital Markets's Tom Sepenzis today urges investors to "buy on the dip" Qualcomm's shares, which he rates Outperform, with a $75 price target.
Barron's
Jia Yueting, founder and chief executive of LeEco, said in a letter to employees this month that the company had burnt through cash too quickly as it expanded into businesses ranging from smartphones to driverless cars.
The Financial Times
US President Barack Obama appeared to block a Chinese company from buying Germany's Aixtron SE, marking only the third time in more than a quarter century that the White House has rejected an overseas buyer as a national security risk.
Bloomberg
Interflex, BHE, and Samsung Electro-Mechanics are going to supply their FPCBs that will be used for Apple's next iPhone.
ETNews.com
Fresh blood and a little reorganizations might be the key for Intel to succeed in two hot new markets - IoT and automotive - that will be crucial for its hopes to reduce its reliance on PCs as the company's main growth generator.
EE Times
Samsung Electronics said it will disclose plans to boost shareholder value on Tuesday - a move that comes amid pressure from US fund Elliott Management to split the company in two and provide more in payouts.
Reuters UK
Instinet's Romit Shah today asks whether Intel's surprising step-up in its spending outlook presages greater investment in its relationship with Apple or some other project as yet undisclosed.
Barron's
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.
Mac Rumors
Samsung's decision to sell its printing business to HP for over $1 billion showed that the company is serious in its efforts to become a leaner organization. A new report out of South Korea claims that Samsung now wants to sell its PC business and that it's talking to Chinese giant Lenovo about a potential deal.
SamMobile
Qualcomm's X12 is capable of dealing with more channels of data simultaneously than its Intel rival, according to a report by Milan Milanovic, an analyst at Cellular Insights, which tests phones and networks. Apple didn't enable this feature "to level the playing field between Qualcomm and Intel," Milanovic wrote.
Bloomberg
German chipmaker Infineon raised its medium-term profitability target on Wednesday, banking on strong growth in its automotive business as carmakers invest heavily on electric and self-driving vehicles.
Reuters
Japan Display Inc is in advanced talks to receive a bailout amount of about 75 billion yen ($704.49 million) from Innovation Network Corp of Japan (INCJ), a government-backed fund and the display maker's largest shareholder, the Wall Street Journal reported on Thursday.
Reuters
Apple plans to ship at least one new iPhone with an OLED screen next year, the 10th anniversary of the smartphone's debut, people with knowledge of the matter said. A pair of other new iPhone models will likely feature screens that use older LCD technology, partly because there won't be enough OLED displays to satisfy anticipated demand, according to KGI Securities analyst Ming-Chi Kuo.
Bloomberg
With Apple expected to launch three new iPhone models next year, a new report suggests the company could slash prices on the 4.7- and 5.5-inch models with legacy LCD technology, allowing them to appeal to a new segment of consumers.
Apple Insider
Apple is cutting orders for assembly of iPhone for the March quarter, which raises some risk to sales outlook, Rosenblatt Securities's Jin Zhang said.
Barron's
South Korean authorities have raided the offices of Samsung and the national pension fund as part of a corruption investigation linked to the president.
BBC News
Apple's iPhone secured 103.6% of the smartphone industry's profits during the third quarter, BMO Capital Markets analyst Tim Long said in a research note on Thursday. That's the highest share of profits Apple has nabbed in recent memory and easily topped its approximately 70% share of profits in the second quarter. In the third quarter of 2015, Apple's iPhone profit share hovered above 90%.
Fortune
Some insiders of the company are suggesting to reorganize the System LSI division in order to systematically grow the system semiconductor business. They are planning to separate the design and manufacturing sectors in the division and separate or spin off to fabless and foundry business divisions.
BusinessKorea
Analog chipmaker Macom Technology Solutions Holdings said on Monday it would buy fellow chipmaker Applied Micro Circuits for about $770 million to expand its data center connectivity business.
Reuters
Intel is denying that the company is stepping back from wearables, though has not directly commented on the layoff news.
TechCrunch
Nikkei Electronics Asia
According to the Korea International Trade Association, South Korea recorded a trade surplus of US$29.8 billion in its trade with China for the first 10 months of this year. The amount fell 24% from a year ago whereas South Korea's total exports showed a negative growth of 12% during the same period. The trade surplus is estimated to reach US$35.7 billion at the end of this year. For reference, South Korea posted its all-time high trade surplus with respect to China, US$62.8 billion, in 2013.
BusinessKorea
New York Times
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