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The iPhone 12 has not yet been released, and TSMC’s 3nm chip has been fully covered by Apple
Feb
Although the iPhone 12 has not yet been released, everyone knows that TSMC's 5nm process chip will be used, which will ensure that the iPhone 12 has no rivals before the end of the year. The Huawei Mate 40, which also uses 5nm chips, is difficult to pose a threat to the iPhone 12 because of the limited number. Of course, 80 million A14 chips are definitely not enoug…
Encourage chip manufacturers to move back to the production line! The United States intends to provide 25 billion US dollars in government subsidies
Feb
According to the Nikkei Asian Review, as the Sino-US science and technology war is gradually intensifying, the US Congress is planning to provide chip manufacturers with about $25 billion in government subsidies to allow companies to move their production lines back to the United States through huge subsidies.
The report pointed out that the US decision to provid…
South Korean semiconductor materials, components and equipment suppliers oppose patent litigation "discovery system"
Feb
According to a businesskorea report, Korean semiconductor materials, components and equipment suppliers oppose the "discovery system" that the Korean government plans to introduce to protect patent rights. They said that foreign semiconductor companies, which have an absolute advantage in the number of patent applications, will file a large number of patent infringe…
Grab India! iPhone assembly plants Hon Hai, Wistron, and Pegatron plan to invest US$900 million in 5 years
Feb
Reuters reported that the three major manufacturers in Apple’s supply chain, Hon Hai, Wistron, and Pegatron, plan to invest in India’s Production Incentive Program (PLI) and invest nearly US$900 million (about NT$26.2 billion) in India in the next five years. Yuan) in order to expand the capacity of iPhone in India.
Reuters quoted people familiar with the mat…
Micron confirmed that it stopped shipments to Huawei on September 14 and is applying for a new license
Feb
According to Reuters, on today (30), American chip manufacturer Micron Technology stated that the company had stopped shipping to Huawei on September 14 and the company has not yet obtained the new license required to sell its memory chips to Huawei. .
Micron said that the United States began to impose restrictions on chip sales last year. It has previously obtai…
8-inch wafer foundry demand is booming, UMC and world advanced Q3 revenue both increase
Feb
Wafer foundry UMC announced revenue simultaneously with World Advanced on the 9th, benefiting from the booming demand for 8-inch wafer foundry, revenue in the third quarter and the first three quarters both increased by about 1% on a quarterly basis. Revenue has also rewritten the second highest record in history.
UMC’s September revenue was 14.534 billion yuan…
The defense of Unwired Planet v. Huawei: Britain may become the "most prosperous" place for SEP litigation
Feb
On August 26, as the British Supreme Court announced that the original verdict was upheld, the Unwired Planet v. Huawei case and the Conversant v. Huawei and ZTE case completely came to an end in the UK. Both patent infringement lawsuits ended in the loss of two Chinese companies, Huawei and ZTE. . This means that related products withdraw from the UK market or sign…
Korean media: Trade protectionism is increasing, 64% of global companies restructure their supply chains
Feb
According to the Korea Herald, the Korea Trade-Investment Promotion Agency (Korea Trade-Investment Promotion Agency), a subsidiary of the South Korean government, stated on Sunday that more than 60% of multinational companies have been or are planning to reorganize against the backdrop of increasing global trade protectionism. Its global supply chain.
KOTRA condu…
Imports increased by nearly 80%! South Korea still relies heavily on Japanese semiconductor equipment
Feb
According to a report from BusinessKorea, the Korea Trade Association (KITA) announced on September 6 that in the first seven months of 2020, South Korea’s imports of semiconductor devices and integrated circuit manufacturing equipment from Japan totaled US$1.7 billion, an increase of 77.2% over the same period last year. In addition, imports of processors and con…
Korean media: Samsung and SK Hynix will "cut off" Huawei after September 15
Feb
The South Korean media Chosun Ilbo reported on the evening of September 8 that Samsung Electronics and SK Hynix will stop supplying chips to Huawei on the 15th. The "discontinued supply" also includes memory and mobile AP.
In order to comply with the US Department of Commerce’s series of sanctions against Huawei, the Chosun Ilbo believes that September 14 will …
Foreign investors estimate that Intel’s 5nm orders will be outsourced in advance, TSMC: Do not comment on the content of the report
Feb
According to Taiwan Media Economic Daily News, JPMorgan Chase recently released a report that Intel has begun outsourcing the mass production of 5nm CPUs. TSMC is expected to receive orders in the first half of 2022, six months to one year earlier than market expectations. In this regard, TSMC said it would not comment on the contents of the report.
It is reporte…
Korean media: Huawei’s ban on exemptions may fail, and Samsung will become the biggest beneficiary overseas
Feb
According to the Korea Herald, the new ban imposed by the US government against Huawei will take effect on September 15. Suppliers that use US equipment or software to make chips will not be allowed to sell chips to Huawei without Washington’s approval. In this regard, constant analysis shows that Samsung Electronics will benefit from it in the long run.
Samsun…
Huawei is hurrying to stock up and hit DRAM spot prices
Feb
The price of DRAM has risen sharply recently. The price index of DDR4 8GB memory has risen by about 7% from the bottom in early September to recently. Japanese semiconductor traders said that this should be related to Huawei's stockpiling after the ban.
Nihon Keizai Shimbun reported on Friday that the spot price of DRAM was affected by the COVID-19 epidemic and t…
With strong terminal demand, passive component manufacturers Yageo and Huaxinke are expected to continue their good Q3 revenue
Feb
According to digitimes, thanks to the continued fermentation of the "home economy", coupled with the launch of brand manufacturers' new machines and game consoles, demand for data centers and servers is strong. Major passive component manufacturers Yageo and Huaxinke both had August revenues compared with last month. Growth, the visibility of orders in the third qua…
Foreign media: Japan restricts the export of semiconductor materials, the South Korean government joins hands with Samsung to achieve self-sufficiency
Feb
According to Reuters, in order to incentivize local suppliers to manufacture and test complex semiconductor materials such as photolithography machines, the South Korean government announced the expansion of semiconductor material testing facilities last month. The core equipment is an ArF immersion device provided by Samsung at a lower price than the market. Type l…