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Qualcomm faces new antitrust charges in South Korea that focus on a foundation of the chipmaker's lucrative patent-licensing business.
Wall Street Journal
US chipmakers are cutting back "sharply" on spending, according to fresh analysis from Citigroup. Spending by semiconductor companies is expected to fall 19.8% this year from 2014, when it dropped a modest 0.9%.
The Financial Times
Taiwan's police have busted a group of seven suspects who plotted to steal business secrets from GaAs wafer fab Win Semiconductors and sell them to China.
Focus Taiwan news channel
Goldman estimates TSMC's Apple InFO business would take away only 2% of ASE's sales.
Barron's
UK-based chip vendor Dialog Semiconductor announced its proposed $4.6 billion acquisition of Atmel has cleared regulatory review in the US in Germany-even as an activist hedge fund opposed to the deal boosted its stake in Dialog in hopes of blocking the transaction.
EE Times
Chairman Zhao Weiguo also told Reuters in an interview that Tsinghua Unigroup was in talks with a US-based company involved in the chip industry. A deal could be finalised as early as the end of this month.
Reuters
Applied Materials, the largest maker of machinery used to produce computer chips, rose the most since August after giving a first-quarter forecast that may meet analysts' estimates as orders from chipmakers showed signs of improvement.
Bloomberg
Artificial intelligence is the next big frontier in technology.
Fortune
Four Qualcomm VPs and execs absolutely denied that its new Snapdragon 820 was suffering from any thermal issues.
Fudzilla
Samsung Electronics plans to mass-produce a new processor that will be used in the company's next mobile devices, according to industry officials.
The Korea Times
So far this year, chip companies have announced $100.6 billion in mergers and acquisitions, according to Dealogic, exceeding the $37.7 billion total for all of 2014.
Wall Street Journal
One of the greatest risks to Apple's iPhone and iPad sales is its ability to secure enough DRAM (at a reasonable cost) when the inevitable shortage occurs in the future.
Seeking Alpha
In May, at a San Francisco talk to mark the 50th anniversary of Moore's Law, Intel co-founder Gordon Moore said he was surprised chipmakers have kept it going for so long. Two months later, Intel Chief Executive Officer Brian Krzanich said on an earnings call that the pace is indeed slowing-doubling chip density now takes closer to two and a half years, rather than two.
Bloomberg
Infineon Technologies, Germany's largest chipmaker, is the front-runner to acquire Fairchild Semiconductor International because it's willing to pay more for the company, people with knowledge of the matter said.
Bloomberg
Qualcomm said Wednesday that its revenue and profits fell in both the fourth quarter and the year as it struggled to get Chinese customers to pay for licenses.
Fortune
Qualcomm has signed a new worldwide 3G/4G license agreement with ZTE. The license includes terms that are consistent with the rectification measures that Qualcomm submitted to China's National Development and Reform Commission (NDRC) in February, 2015.
Company release
Samsung Electronic's earnings are heading in the right direction for the first time in nearly two years thanks to its semiconductor and display businesses.
Fortune
PMC-Sierra said Microsemi's $2.35 billion takeover offer wasn't superior to a bid from Skyworks Solutions because the Skyworks deal "provides more value certainty to shareholders" than the Microsemi proposal, which was "nominally higher."
Wall Street Journal
Samsung Electronics is tapping its $50 billion cash pile to buy back shares and invest in its components business after struggles in the smartphone division battered investors. Shares surged.
Bloomberg
Share on Facebook Share on Twitter STMicroelectronics is considering a bid for Fairchild Semiconductor International as Europe's largest chipmaker seeks to boost growth and shore up its digital products business, according to people familiar with the matter.
Bloomberg
This is a huge development for the company's data center business, as its long-term goal is to become a complete provider of data center solutions.
Seeking Alpha
Philips has announced that its $3.3bn sale of Lumileds could be blocked by US authorities.
BBC News
Toshiba is in talks to sell its image sensor business to Sony for about Y20bn ($165m) in the latest effort by the lossmaking nuclear-to-semiconductor conglomerate to raise cash after a $1.9bn accounting scandal.
The Financial Times
In what may be another sign that Apple is getting serious about cars, the company has hired Jonathan Cohen, the director of deep learning for chip-maker Nvidia. Nvidia is best-known for its graphics products used for computer games, but it has recently been pushing into the world of autonomous vehicles.
Recode
It's now being rumored that Keller has joined Samsung, where he'll begin work in the mobile processor division.
TweakTown
Texas Instruments' chief financial officer said Wednesday (Oct. 21) that the company doesn't have immediate plans to join the consolidation frenzy currently taking place in the semiconductor industry.
EE Times
SK Hynix has returned to the consumer solid state drives market again, three years after the company disappeared in the market in 2012.
BusinessKorea
3M unveiled a restructuring plan that includes an expected workforce reduction of roughly 1,500 positions globally as the diversified manufacturer reported that its third-quarter earnings were nearly flat and currency impacts weighed on revenue.
Marketwatch.com (Dow Jones)
Intel's move comes as the chip industry undergoes a wave of consolidation and China steps up efforts to build local technology manufacturing capacity.
Marketwatch.com (Dow Jones)
The two companies could reach a deal as soon as this week.
Reuters
Intel now has a thousand people or more working to outfit a 2016 iPhone with its lauded 7360 LTE modem chip, sources say. If all goes well, Intel may end up providing both the modem and the fabrication for a new Apple system on a chip.
Venturebeat
The investment firm has lowered its estimates for the component suppliers to Apple, in the wake of disappointing feedback regarding iPhone 6s sales from carrier surveys.
TechNewsDaily
Analog Devices and Maxim Integrated Products are in talks about a possible combination that would give them more scale in a consolidating industry, people with knowledge of the matter said.
Bloomberg
World No. 1 chipmaker Intel gained unconditional EU antitrust approval on Wednesday for its US$16.7 billion bid for Altera, its largest ever acquisition.
The University of Wisconsin successfully claimed that Apple used its microchip technology without permission in some iPhones and iPads.
BBC News
SanDisk and HP have announced a long-term partnership to collaborate on a new technology within the Storage Class Memory (SCM) category. The partnership will center around HP's Memristor technology and expertise and SanDisk's non-volatile ReRAM memory technology and manufacturing and design expertise to create new enterprise-wide solutions for Memory-driven Computing.
Company release
Cypress Semiconductor has withdrawn its offer for Atmel, the second failed attempt by the company to acquire a chipmaker this year.
Reuters
VeriSilicon and Vivante have announced a definitive merger agreement under which the companies will be combined in an all-stock transaction. The combined company, to be called VeriSilicon, will offer robust IP-centric, platform-based custom silicon solutions and end-to-end semiconductor turnkey services.
Company release
Micron Technology and Western Digital are in talks with SanDisk about a possible acquisition, said the people, who asked not to be identified because the process is private.
Bloomberg
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