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DDR5 will become mainstream in the next year, and many supply chain vendors will benefit from follow-up

Feb 02 63

On July 28th, after the Joint Electronic Equipment Engineering Committee (JEDEC) Solid State Technology Association announced information about the new memory specification DDR5 in mid-July, according to Korean media, DDR5 will be mass-produced by the end of this year and will become the main market force year by year. Analysts Said that in addition to Samsung and H…
In the second half of the year, 28 and 22 nanometers are in short supply, UMC spends US$1 billion to expand Tainan 12-inch plant

Feb 02 108

According to Taiwan media reports, the foundry UMC held a legal person briefing yesterday (29). Benefited from the surge in orders for 28/22 nanometer foundries such as wireless networks and panel driver ICs, the capacity utilization rate increased to 98 in the second quarter. % Of the full load level, 28nm revenue accounted for a significant increase. UMC estima…
The Dolby MS12 multi-stream decoder using CEVA audio DSP is certified and supports Dolby technology product integration

Feb 02 60

CEVA announced that the CEVA-BX2™ audio DSP supports Dolby MS12 multi-stream decoder. As smart TVs, over-the-top (OTT) and set-top boxes develop into multi-functional digital media receivers, multiple content sources must be obtained using multiple audio codecs. Dolby MS12 is a comprehensive, high-efficiency, low-cost solution that reduces the complexity of int…
Another city! Wisdom Road Capital acquired Siemens' independent brand "Huba Control"

Feb 02 69

On July 28, 2020, the world-renowned multinational group Siemens sold its high-end core component manufacturing company-Huba Control (hereinafter referred to as Fuba) as a whole to Wise Road Capital, a global private equity investment institution under Rongxin Alliance , And completed the contract on the same day. According to the agreement, after completion of the …
AMD will surpass Apple in its production volume in the second quarter of next year and become TSMC’s largest customer

Feb 02 65

According to the Economic Daily report, Intel’s advanced process mass production is blocked, AMD stepped on the accelerator to overtake the market, and pre-packaged TSMC’s 7nm and 5nm production capacity for next year. The volume of production has doubled and the utilization rate of TSMC’s capacity below 7nm has been fully loaded. Next year, AMD will officiall…
Xilinx Announces First Quarter Financial Report for New Fiscal Year, Data Center Business Soars

Feb 02 65

Xilinx announced the first quarter of fiscal 2021 financial report last week. Its net income was US$727 million, a decrease of 4% compared with the previous quarter and a decrease of 14% compared with the same period last year. Net profit was US$94 million. This is down 42% from the previous quarter and 61% compared to the same period last year. Among them, the s…
South Korean companies benefit from the Sino-US trade war? Apple recently visited a number of TOF module factories in South Korea

Feb 02 65

According to Korean media etnews, industry insiders revealed on Tuesday that Apple recently visited a number of Korean camera component suppliers and discussed the supply of TOF modules. A person familiar with the matter said that Apple has sent a request for quotation (RFI) to a South Korean supplier for the TOF module. TOF technology is mainly born to realize 3…
Renesas Electronics introduces new RF amplifiers for 4G/5G infrastructure systems

Feb 02 64

Renesas Electronics Group (TSE: 6723), the world's leading supplier of semiconductor solutions, today announced the further expansion of its powerful RF amplifier product line with the introduction of a new product F1490, which can provide a quiescent current (75mA) far lower than competing products. As the second-generation high-gain 2-stage RF amplifier, F1490 cov…
5G mobile phones help MediaTek’s Q2 revenue hit a record high, and the future of diversified product layout can be expected

Feb 02 66

In years of "practice", MediaTek seems to have begun to reap rewards. On July 31st, MediaTek held the Q2 quarterly law meeting of 2020 and announced its operations from April to June this year. According to the report, MediaTek achieved revenue of NT$67.603 billion (about 16.1 billion yuan) in the second quarter, a year-on-year increase of 9.8%; and achieved net …
In order to eliminate the dependence of solar equipment on China, India plans to impose a 40% import tariff next year

Feb 02 64

According to the Economic Daily, Indian Prime Minister Modi said in a video today that India will build Asia’s largest solar power plant. India’s goal is to eliminate the import dependence of all equipment, including solar panels. Because of the importance of India’s procurement on price, Chinese solar products account for 80% of the Indian market, so Modi…
It is reported that TSMC has submitted a letter of submission to the United States to ship Huawei, and the market share of mobile phone chips may change again.

Feb 02 64

According to Juheng.com, after the US government announced the latest ban on Huawei on May 15, the industry can submit relevant comments before July 14. It is reported that TSMC, the leading foundry of wafer foundry, has submitted a letter of submission to the United States, striving for sustainable shipment of Huawei products after the grace period and renewed life…
DRAMeXchange consulting: Affected by the trade war and epidemic situation, the overall revenue of gallium arsenide RF manufacturers declined by 3.8% this year

Feb 02 63

On July 13, the Tuoji Industry Research Institute, a subsidiary of DRAMeXchange consulting, stated that under the double impact of Sino-US trade friction and the COVID-19 epidemic, the revenue of related RF front-end device IDM makers and manufacturing foundries was affected, and in 2020 The decline in terminal demand for communications products has led to a shrinka…
Exceeds 60% of interest on the first day of ex-dividend, UMC's 8-inch production capacity remains nearly full

Feb 02 66

According to Juheng.com, wafer foundry UMC ex-dividends today (15), and distributes a cash dividend of 0.80395653 yuan (TWD, the same below) per share. The ex-dividend reference price is 16 yuan. The stock price in early trading performed strongly, reaching a maximum of 16.5. The interest rate is about 61.8%. In the second quarter of this year, driven by the dema…
MediaTek deploys 6G ahead of schedule, and the Finnish team becomes the key to future terminal chip R&D

Feb 02 67

The fifth generation of mobile communications (5G) in the world has just begun to trade, and the next generation of 6G card battles are starting simultaneously. South Korean technology giant Samsung is the first to reveal the 6G white paper. It is estimated that 6G's popular commercial service will be on the road in 2030, and it is preparing for the sprint. Taiwan's…
Reuters: SMIC's listing becomes a stumbling block to catch up with TSMC

Feb 02 66

SMIC's board of science and technology is listed as the new king of A-share semiconductors. Many investors believe that through differences in market valuations, SMIC may be expected to challenge TSMC, the world's most valuable chip maker, but there are views that Sino-US relations are tense. Now, listing has become a stumbling block for SMIC's inability to catch up…