Electronic component search engine 
Counterpoint: Huawei HiSilicon’s market share will drop significantly this year
Feb
Recently, Counterpoint released the latest research report, showing that Huawei HiSilicon’s 5G smartphone chipset market share will drop sharply in 2021.
HiSilicon last year accounted for 23% of the global 5G mobile phone chip market, but this share is expected to shrink to less than 5% this year. According to the latest data released by Counterpoint, if 4G glo…
The price of silicon wafers will rise! SUMCO: Increasing production of 8-inch products, but still in short supply
Feb
SUMCO, a large Japanese silicon wafer manufacturer, said that 12-inch logic silicon wafers are in short supply, and supply and demand will be tighter in the future. Although 8-inch silicon wafers increase in production, supply still cannot keep up with demand, and will increase silicon wafers. Spot price.
SUMCO announced the last quarter (January-March 2021) fina…
AMD EPYC enters Singapore Supercomputing Center, speeds up 8 times
Feb
AMD announced that the AMD EPYC 7003 series processors will power the new supercomputers of the Singapore National Supercomputing Center (NSCC). As a national high-performance computing (HPC) resource center, NSCC is committed to providing scientific and engineering computing needs. stand by.
The new system will be based on the HPE Cray EX supercomputer and will …
AMD and GlobalFoundries amended a new chip supply agreement
Feb
On May 13, Wall Street disclosed a regulatory document, AMD revised the company's capacity supply agreement with GlobalFoundries.
Although the amendment does not seem to be big news, nor does it involve in-depth transaction and payment details, but in the context of a global chip shortage, the details are still worth seeing.
The revised agreement strictly stip…
ASML will establish EUV equipment factory in South Korea, expected to be completed in 2025
Feb
According to reports, the Korean Ministry of Trade, Industry and Energy (MOTIE) announced that the Dutch semiconductor equipment giant ASML plans to invest 240 billion won (approximately US$210 million) in South Korea in the next 4 years to build an extreme ultraviolet (EUV) remanufacturing plant and training center Park.
The report pointed out that ASML plans to…
Actively deploy vehicle foundry business! Hon Hai and Stellattis, the world's 4th largest automobile group, reach cooperation
Feb
According to the Liberty Times, Hon Hai Technology Group and Stellattis, the world's fourth-largest automobile group, will announce their strategic partnerships in an online press conference tomorrow (18).
It is understood that Stellattis was merged by PSA (Peugeot Citroen Group) and FCA (Fiat Chrysler Automobiles Group) at the beginning of this year, and became …
Japanese electronic parts factory expands investment, Taiyo Yuden MLCC reports an increase in production by 15%
Feb
To seize the 5G and electric vehicle (EV) business opportunities, the Japanese electronic parts factory will expand its investment, and the equipment investment of the eight major factories will exceed 1 trillion yen. Taiyo Yuden intends to increase the production of multilayer ceramic capacitors (MLCC) by 15%.
The Nikkan Kogyo Shimbun reported on the 18th that d…
Japan intends to increase spending to promote chip and electric vehicle battery production
Feb
According to the draft growth blueprint for this fiscal year to be finalized as early as next month, the Japanese government plans to increase spending to promote the production of advanced semiconductors and promote large-scale investment in the development of batteries for electric vehicles.
The Japanese government will pledge to expand the existing 200 billion…
Cisco warns that a shortage of chips will affect gross margins and will consider price increases if necessary
Feb
According to the Financial Times, Cisco said on Wednesday local time that tight chip supply will affect its profit margins this quarter.
Although Cisco's financial performance last quarter was stronger than expected, the warning caused Cisco's stock price to fall nearly 6% in after-hours trading.
Other companies have also warned of the impact of supply shortag…
Korean media: chip shortage is serious, Samsung Electronics executives urgently ask MediaTek for help
Feb
On April 20, according to a report by the Korea Economic Daily, the severe shortage has caused the price of semiconductor chips to soar up to 30 times, and large companies are also in the dilemma of not being able to purchase enough chips. Samsung Electronics executives made an emergency business trip and flew to Taiwan, China. , Seek help from MediaTek, a supplier …
UMC's foundry growth rate will rise 10% next year, 28nm/40nm process will rise by more than 40%
Feb
According to sources from IC design company, UMC is negotiating a contract for next year, and the company will once again increase the price of foundry. There is even more news that UMC's annual growth rate will be at least 10% to 20%. By then, the price of labor will officially exceed TSMC.
According to the digitimes report, sources said that UMC is considering …
Rumor has it that Samsung intends to acquire NXP? U.S. chip manufacturers may be the real goal
Feb
Recently, the market has reported that NXP Semiconductors (NXP) may become a potential acquisition target for Samsung Electronics, as the latter is planning to expand the market related to automotive chips. However, JP Morgan pointed out that Samsung Electronics is more likely to consider acquiring an American automotive semiconductor company than NXP.
According …
Valued at $2.75 billion! Skyworks announces the acquisition of Silicon Labs infrastructure and automotive business
Feb
Today (23), Skyworks Solutions, Inc. announced that it has reached a definitive agreement with Silicon Laboratories Inc., Skyworks will acquire Silicon Labs' infrastructure and automotive businesses in an all-cash asset transaction for a total value of US$2.75 billion.
In the past two decades, Silicon Labs has developed its infrastructure and automotive businesse…
EU officials will meet with Intel and TSMC executives to discuss the possibility of building a factory
Feb
According to a Reuters report, the European Commission said that Intel’s CEO will meet with EU Industrial Policy Executive Brighton on April 30. On the same day, Brighton will also hold a video conference with Maria Marced, President of TSMC Europe.
According to people familiar with the matter, Brighton will discuss the possibility of establishing a new chip fa…
Nanya is optimistic about the demand for DRAM this year and accelerates the development of 10nm process and DDR5
Feb
According to Juheng.com, DRAM manufacturer Nanya Ke predicts that DRAM demand will grow steadily this year. However, the growth rate of supplier supply is expected to be limited, but the continuous development of 5G smartphones and data centers may push up the growth rate of the demand side, and the overall industry is expected to develop healthily.
Nan Yake Chai…