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Toshiba's president unexpectedly resigned, the industry said it may lead to the cancellation of the spin-off plan

Feb 02 83

Toshiba announced on Tuesday (1st) that President and CEO Satoshi Tsunakawa and Vice President Mamoru Hatazawa will resign. It comes after news that opposition to the company's controversial restructuring plan was running high, which the industry said could lead to the cancellation of Toshiba's planned spin-off. According to Reuters, Satoshi Tsunakawa will remain…
Subject to FDPR, South Korea's export of semiconductors, ICT and other products to Russia will require US approval

Feb 02 75

The South Korean government said on the 28th that it will join the sanctions against Russia. Currently, South Korean companies exporting products under the Foreign Direct Product Regulation (FDPR) to Russia must obtain prior approval from the U.S. Department of Commerce. According to BusinessKorea, the FDPR is to prevent products based on U.S. technology and soft…
Industry: Consumer device chip shipments entered the traditional off-season in Q1, and the revenue of design factories declined

Feb 02 84

According to industry insiders, as the stay-at-home economy triggered by the epidemic gradually subsides, IC design companies expect that shipments of consumer electronics products will return to a traditional single-season in the first quarter of 2022, and business operations in this quarter will hit the lowest level this year. According to DigiTimes, sources sa…
Broadcom's Q2 financial forecast exceeds expectations, CEO says chip oversupply will not appear

Feb 02 86

On the 3rd local time, Broadcom released its first-quarter 2022 financial report and second-quarter financial forecast. Net revenue in the first quarter increased by 16% year-on-year to a record $7.7 billion, higher than Wall Street’s expected $7.6 billion. Quarterly net revenue will be $7.9 billion, above analysts' average estimate of $7.43 billion. "Broadcom'…
Apple 2022 shareholders meeting: Cook's nearly 100 million salary approved, a proposal passed unexpectedly

Feb 02 79

On March 5, Beijing time, Apple held its 2022 shareholder meeting on Friday, local time. In a surprising move, Apple shareholders did not heed the company's advice and approved an outside proposal recommending an audit of Apple's civil rights impact, a rare instance of an investor openly rebelling against Apple. On Friday, Apple's annual shareholder meeting was h…
Micron Introduces 176-Layer NAND Technology Data Center SSDs, Achieves 2ms Latency

Feb 02 77

Micron recently announced sampling the world's first data center solid-state drive (SSD) based on 176-layer vertically integrated NAND technology. This new data center SSD uses Micron's NAND technology to enable ultra-efficient designs, including 176 layers of memory cells and CMOS-under-the-array technology. The 7450 SSD integrates Micron's own DRAM, internally …
The global chip shortage is still unresolved! Survey: U.S. companies' critical chip inventories drop to less than five days

Feb 02 77

Inventories of critical chips at U.S. manufacturers and other companies that use semiconductors fell to less than five days, the Commerce Department said on Tuesday, citing the results of a new survey. In 2019, companies typically maintain 40-day inventories of critical chips, according to the U.S. Department of Commerce. And the latest report says the company no…
The shortage of parts for notebook computers has slowed down, and logistics bottlenecks have become new challenges

Feb 02 78

According to industry sources, shortages of chips and components for laptops have eased, but logistical bottlenecks will be a challenge for ODMs and branded factories looking to increase shipments to meet back-to-school demand. The contracts of tens of thousands of dockworkers in the western United States are set to expire in June 2022, digitimes reported. If neg…
Global Foundries CEO: 30 clients commit $3.2 billion to help company expand

Feb 02 80

On Tuesday (8th) local time, Tom Caulfield, CEO of Global Foundries, said in a statement that the company signed more long-term cooperation agreements, with 30 customers committing a total of 3.2 billion US dollars to help the company expand production to support strong chip demand. In 2021, Global Foundries "accelerated our business plan by leveraging the need f…
AMD chip market share hits record high, Intel is trying to regain technological advantage

Feb 02 78

On February 10, the latest data released by market research firm Mercury Research showed that Intel's share of the server chip market declined in the fourth quarter of last year, but it regained some market share in the personal computer chip market. Now Intel is trying to restore the company's edge in processor technology. Intel's share of the lucrative server c…
IDC: Mature process limits semiconductor supply, wafer manufacturing market share will grow by 12% in 2025

Feb 02 80

The semiconductor market continues to experience uneven shortages and tight supply as COVID-19 continues to impact the global economy for its third year. The overarching theme for semiconductors in 2021 is the shortage of mature process technologies. According to IDC, the tight semiconductor supply will continue into the first half of 2022 as the industry builds up …
Toshiba will hold special shareholder meeting next month to seek feedback on spinoff plan

Feb 02 75

Toshiba Corp will hold an extraordinary shareholder meeting next month to seek investor feedback on its revised spinoff plan, Bloomberg reported on Feb. 14. Toshiba said in a statement today that the meeting will take place on March 24. The meeting's vote on the split plan will not be legally binding and will be passed by ordinary resolution, which requires a sim…
Nikkei: Hon Hai and Vedanta to jointly build chip factory in India

Feb 02 80

Hon Hai said on Monday (14th) that it plans to build a chip factory in partnership with Indian natural resources group Vedanta, making the Taiwanese company the first major foreign technology maker to respond to India's move to move chip production to India. According to Nikkei Asia, Hon Hai said the two companies agreed to form a joint venture for the project, i…
Nikkei: TSMC's U.S. chip plant construction delayed due to labor shortage

Feb 02 85

According to sources, the construction of TSMC's US chip factory will be delayed 3-6 months from the original plan, and the equipment installation process will not begin until around February or March 2023, mainly due to the shortage of local labor in the United States and the number of confirmed cases of the new crown. and the complex procedures for obtaining the d…
Mergers and acquisitions fail, Softbank restarts Arm listing: the largest in history with a valuation of over $50 billion

Feb 02 82

After Nvidia's $66 billion acquisition of Arm's "largest merger in semiconductor history" collapsed, SoftBank Group re-launched Arm's IPO, announcing that, in coordination with Arm, it will begin in the fiscal year ending March 31, 2023. Preparing for Arm's IPO. Bloomberg reported a few days ago, citing people familiar with the matter, that SoftBank raised the va…