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Profits at ARM Holdings have fallen for two quarters in a row as the iPhone microchip designer counts the soaring costs of a hiring spree under its new Japanese owners.
Daily Telegraph (UK)
In a product change notice, Intel stated that it will begin assembling Coffee Lake desktop CPUs at its plant located in Chengdu, China.
Tom's Hardware Guide
In another consolidation move in the semiconductor industry, chipmaker Marvell Technology announced it will acquire competitor Cavium for approximately US$6 billion. It's estimated that the combined company will generate about US$3.4 billion in annual revenue.
Ars Technica
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.
Reuters
Qualcomm may win European Union approval for its takeover of NXP Semiconductors by the end of the year after striking a final deal with regulators on patent licensing issues, according to people familiar with the review.
Bloomberg
Imec has expanded its long-term joint research efforts with Western Digital. Under a new agreement, imec and Western Digital will collaborate in R&D of a broad range of advanced semiconductor technologies.
Company release
Globalfoundries has demonstrated the next generation of 112Gbps SerDes capability. GF's High Speed SerDes (HSS) solutions include best-in-class architecture for 112G to 56G, 30G and 16G SerDes IPs to enable connectivity for cloud computing, hyperscale data center, and networking applications.
Company release
Samsung will describe a 7nm SRAM made with extreme ultraviolet lithography (EUV) at the International Solid-State Circuits Conference in February. Other ISSCC papers will detail memories, sensors and processors spanning everything from fast DRAMs to location trackers embedded in a boot.
EE Times
South Korean tech giants said Wednesday no damage has been reported at production plants following the magnitude 5.4 earthquake which struck the southeastern city of Pohang earlier in the day.
Korea Herald
Tremors felt across the nation, including Seoul and Busan. No reports of damage to power plants near the affected region.
Korea Herald
Chipmaker Infineon Technologies has reported that its fourth-quarter net income was EUR176 million or EUR0.16 per share. In the preceding third quarter, net income was EUR253 million or EUR0.22 per share.
RTTNEWS
Spurred by Foxconn Technology Group and its plans for a mega-factory in Racine County, state highway planners are studying the possibility of including special lanes for driverless vehicles on I-94.
Journal Sentinel
Toshiba, desperate for cash to avoid a possible delisting, is considering raising about JPY600 billion (US$5.3 billion) by offering new shares in a third-party allotment, a person briefed on the matter said on Friday.
Reuters
Apple's acquisition of InVisage is very exciting as iPhone cameras are becoming a key feature to keep their smartphones ahead of the pack.
Patently Apple
The chip giant could voice its objections as early as November 13, but might take a few days to ready a fuller response.
engadget
Mentor and TowerJazz have announced the availability of a new suite of analog design constraint checks such as device alignment, symmetry, orientation/parameter matching and more, leveraging the delicate analog layout requirements and automotive reliability check templates available for use with the Calibre PERC platform.
Company release
The US International Trade Commission (ITC) has agreed to investigate a complaint that Samsung products, including mobile phones, tablets and laptops, have infringed two patents covering semiconductors.
WIPR
Marvell Technology Group is in advanced talks to combine with Cavium, according to people familiar with the matter, a deal that would create a chipmaker worth some $14 billion.
Wall Street Journal
Synopsys and Black Duck Software have signed a definitive agreement for Synopsys to acquire privately held Black Duck, a leader in automated solutions for securing and managing open source software.
Company release
Apple continues to use a mix of Qualcomm and Intel cellular baseband processors in the iPhone X. Teardowns of the handsets also show that the company employed a combination of new and old tricks to pack features into its new flagship smartphone.
EE Times
Qualcomm is preparing to fend off an unsolicited $100 billion takeover bid from Broadcom Ltd., arguing it undervalues the company, according to people familiar with the plans.
Bloomberg
Apple is a major customer within AMS's supply chain, contributing about 20% of revenue.
Bloomberg
Japan's Sony has said it expects to deliver record annual profits as sales from its gaming businesses and smartphone parts boost the firm.
BBC News
Apple, locked in an intensifying legal fight with Qualcomm, is designing iPhones and iPads for next year that would jettison the chipmaker's components, according to people familiar with the matter.
Wall Street Journal
If Canyon Bridge Capital Partners (Palo Alto, Calif.) succeeds in purchasing Imagination Technologies without a hitch, it will be the very first time the Chinese government-backed buyout fund has closed any deal since the firm was founded in 2016.
EE Times
Richard Clemmer, CEO of NXP Semiconductors, during the company's third quarter financial results announcement, reversed a long-held position in conceding that Qualcomm's $38 billion acquisition of NXP will not happen - as promised - this year. The deal, Clemmer admitted, is likely to slip to "early 2018."
EE Times
Semiconductors are expected to account for a record high of more than 16% of South Korea's annual exports in 2017, data showed Friday.
Yonhap News
Apple quietly told suppliers they could reduce the accuracy of the face-recognition technology to make it easier to manufacture, according to people familiar with the situation.
Bloomberg
As mobile devices have taken over our lives, PC sales, and sales of Intel's computer chips, have declined. Intel hasn't had a lot of luck transitioning to the mobile chips business, but it doesn't intend to let the same thing happen in the growing smart home market.In a small lab festooned with smart home gadgets in Intel's Santa Clara, California headquarters, Miles Kingston, general manager of Intel's Smart Home Division, mapped out for me how Intel plans to seize this opportunity.
CNET
According to industry sources on October 19, Samsung Electronics is considering a plan to purchase 10 extreme ultraviolet (EUV) lithography tools from ASML.
BusinessKorea
Bhatia has over 22 years of engineering and operations experience, including the last 17 years in the semiconductor industry. He most recently served as the executive vice president of Silicon Operations at Western Digital.
Company release
A new prediction from reliable supply chain analyst Ming Chi-Kuo of KGI Securities expects one of the iPhone X's defining features to join the iPad Pro lineup in the next upgrade. KGI expects the TrueDepth camera system which enables Face ID facial recognition to next appear on the iPad lineup.
9to5Mac.com
Yuji Sugimoto, managing director at Bain, spoke to The Nikkei about the private equity firm's plans for the Japanese company, including the more than JPY1 trillion (US$8.9 billion) that will be provided to Toshiba Memory before it goes public.
Nikkei Asian Review
Qualcomm has made its most dramatic legal move yet in its long-running battle against Apple, by seeking to halt manufacturing of the iPhone in China.
The Financial Times
The Samsung Exynos 8895 processor is also going to be made on the 10nm manufacturing process like the Snapdragon 830. It's claimed that both Samsung and Qualcomm are working to produce FoPLP (fan-out panel level package) technology which will eliminate the need for a printed circuit board for the package substrate which will be used in both of their next-generation processors.
Uber gizmo
Imec and Analog Devices have entered into a strategic research partnership to develop the next generation of Internet of Things (IoT) devices.
Company release
Kwon Oh-hyun, Samsung Electronics' CEO, vice chairman, and the head of its hugely successful components business, has announced his resignation. He will step down from the CEO role, as well as his positions on the board and as CEO of Samsung Display, in March 2018.
The Verge
All of the iPhones Apple plans to produce in 2018 are likely to abandon the Touch ID fingerprint sensor in favor of facial recognition, KGI Securities analyst Ming-Chi Kuo told investors in a note sent out this evening.
Mac Rumors
Data-storage company Western Digital revealed at its San Jose campus a new technology that enables capacity increases in hard drives that could span to 2030 and even beyond.
Marketwatch.com (Dow Jones)
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