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The historic collapse of the storage industry has hit memory enterprises

Feb 02 285

According to Bloomberg, the memory chip industry, known for its boom and bust cycles, has changed its way. "The new market of more strict management and products, namely 5G technology and cloud services, will ensure that the company can achieve more predictable profits." Less than a year after the memory company made such a statement, the industry with a value of 16…
Samsung said that this year's capital expenditure was the same as last year, which surprised the industry

Feb 02 276

According to Bloomberg on January 31, Samsung unexpectedly made a radical decision to maintain its capital expenditure at the same level as last year. Chipmakers have been struggling to cope with the historic slump in memory prices, with inventories piling up, forcing prices to fall in double digits, and profit decline forcing Samsung's smaller competitors to cut…
Intel sells the previous generation of processors, with a maximum price reduction of 20%

Feb 02 271

According to Digitimes, Intel is negotiating with some PC suppliers and is expected to reduce the price of the 12th generation of Alder Lake processors by up to 20%. Intel's 13th generation of Alder Lake K series and non-K series desktop processors have been sold, while the 12th generation of Alder Lake models are also on sale. Among the price reduction products,…
AI optimization helps the sustainable development of wafer factories

Feb 02 272

According to eeNews, Flexciton, a British start-up, is using machine learning to optimize the operation of semiconductor wafer plants to reduce the use of chemicals and energy, so as to make them more sustainable without reducing production. This is because Samsung has proved the sustainability of its wafer factory process, and the industry organization Semihas e…
Apple's first quarterly negative growth in more than three years, with the largest decline in Greater China

Feb 02 270

Apple reported on Thursday that its quarterly revenue fell for the first time after more than three years of growth. The iPhone manufacturer's sales fell in all regions, with the largest drop in China this quarter. In the three months ended December 31, Apple's revenue fell 5.5% year-on-year to $117.2 billion, lower than Wall Street's expectations. Sales of iPhon…
1.06 billion euros! Intel may face another fine after a series of twists and turns in the antitrust case

Feb 02 267

According to Reuters, Intel may still face a huge fine from the European Commission. In January last year, the European Union General Court revoked the 1.06 billion euro (about 1.2 billion US dollars) fine imposed by the European Commission on Intel in 2009. However, according to Intel's recent annual report to the United States Securities and Exchange Commiss…
Apple accelerates the industrial chain transfer, and another non-mainland manufacturer enters the iPad supply chain

Feb 02 259

Apple relies heavily on Chinese Mainland to produce products, but this has recently become a problem. The epidemic in Shanghai in April 2022 and Zhengzhou in October 2022 seriously affected the production capacity of Apple products, and even fell into a "chain breaking" crisis. In order to reduce its dependence on Chinese Mainland, Apple is actively promoting suppli…
Analyst: Supply chain inventory is under pressure, and the performance of GlobalWafers in the second half of the year will return

Feb 02 268

According to the Taiwan Media Economic Daily, GlobalWafers reported that its revenue in January was 1.9% lower than that of the previous month. The legal entity said that the recent downturn in the semiconductor industry and the reduction of capital expenditure or production of large factories would eventually affect the decline of its shipments, and its evaluation …
Arm, with significant growth in FY2022, is one of the few non-loss departments of Softbank

Feb 02 266

According to eeNews, ARM made a profit before tax, with a depreciation of $450 million. ARM licensees have shipped 8 billion ARM based chips, totaling more than 250 billion so far. In the nine months at the end of the year, sales increased by 3.7%. The performance of such ARM is far better than that of its parent company Softbank Group. In the three months ended …
GM and GlobalFoundries signed a three-year agreement to ensure the supply of US-made chips

Feb 02 268

According to Reuters, General Motors and chip manufacturer Global Foundries announced a long-term agreement on Thursday that Global Foundries will provide chips made in the United States to General Motors. Global Foundries said that the agreement, with a term of at least three years, was the first of its kind and would provide special capacity for GM's major chip…
Why didn't Apple cut jobs on a large scale? What are the advantages over technology peers?

Feb 02 302

According to Bloomberg, during the current economic slowdown, Apple's pressure on layoffs is less than that of its technology peers, mainly because the company's recruitment efficiency is higher. In the recruitment boom fueled by the epidemic, Apple has fewer new employees than other large technology companies. Most importantly, according to Bloomberg data, the r…
PEGATRON won the large order of iPhone14 Pro assembly and shipped a large quantity in January

Feb 02 257

According to the Taiwan media Economic Daily, due to the decline in the production efficiency of Foxconn's iPhone 14 Pro series, Apple requested PEGATRON to join the production. This is also the first time PEGATRON has won the OEM order for Apple's high-end models. A large number of shipments began in January this year. The Taiwan Media Industry and Commerce Time…
The US Chip Act is intended to strengthen support for small or start-up enterprises and issue relevant information requests

Feb 02 232

A few weeks ago, President Biden of the United States delivered a speech at IBM's headquarters in Poughkeepsie, New York, and promoted the passage of the Chip and Science Act worth 52 billion dollars. This is a rare legislation that the President wants to win the support of both parties. According to SEMI, during Biden's visit to the factory on October 6, Arvind …
Chinese researchers use quantum computers with new methods to crack RSA encryption? Cause shock in the industry

Feb 02 88

According to the report of the Financial Times on January 5, many computer security experts are trying to evaluate a surprising statement made by Chinese researchers this week that they have found a way to use the current generation of quantum computers to crack the most common forms of online encryption. Recently, Chinese researchers such as Tsinghua University …
Samsung Electronics' business performance was impacted, and the semiconductor business deficit problem was highlighted

Feb 02 86

According to Yonhap News Agency, Samsung Electronics achieved annual sales of 300 trillion won for the first time last year, but the fourth quarter was overshadowed by "performance impact". Due to the global economic recession, the demand dropped sharply, and the performance of all business units, such as smart phones and displays, led by semiconductors, fell int…