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The United States increased restrictions on the supply of Huawei chips, SK Hynix shares fell due to demand concerns
Feb
According to Reuters, after the United States announced that it would introduce new export control regulations to expand the "blockade" against Huawei, SK Hynix, as one of Huawei's suppliers, fell 3.3% in early trading on Monday, mainly due to market concerns about the United States. The move will impact the operation of SK Hynix.
The new rules of the US Departme…
No fear of the impact of the epidemic! Samsung's chip production in the first quarter increased by 57.4% year-on-year
Feb
According to Juheng.com, Samsung Electronics recently released a report showing that chip production in the first quarter of 2020 was 277.4 billion, an increase of 57.4% from 176.2 billion in the same period last year.
In this regard, industry insiders said that the increase in Samsung ’s chip production mainly benefited from the increase in market demand for s…
IDM, storage, 12-inch wafers, three major projects in Hangzhou with a total investment of 71 billion yuan
Feb
Recently, the Hangzhou Development and Reform Commission issued the "Hangzhou City 2020 Key Implementation Project Image Progress Plan" (hereinafter referred to as "Key Implementation Project") and "Hangzhou City 2020 Key Preparation Project Preliminary Work Plan" (hereinafter referred to as "Key Preparation Project") , Mentioned several semiconductor projects.
T…
Does the blockade order against Huawei have any effect?Gallium arsenide foundry positively views mobile phone PA demand
Feb
The US government announced on the 15th that it will revise the "foreign direct product rules" and "entity list" to further expand the scope of the blockade against Huawei. The new regulations will directly affect Huawei's chipset supply, and the supply chain may be affected together.
However, according to Taiwanese media Digiimes, Taiwan ’s gallium arsenide fo…
Foreign media: The United States attempts to de-sinization of the semiconductor industry, but may accelerate de-Americanization
Feb
According to foreign media reports, the US government started Huawei not only because of its so-called "spy conspiracy theory", but also because Huawei is a global leader in 5G, representing China's rise in technology and economy, and Trump Displeased. "The Economist" pointed out that the US government has continued to use political means to suppress and try to de-s…
Samsung responds to the system crash problem in the early morning: it is actively investigating the cause and will provide a solution as soon as possible
Feb
In the early morning of this (23) day, some domestic Samsung mobile phone users reported on social media platforms such as Weibo that their phones encountered black screens, restarts, and garbled characters. In response, Samsung GALAXY reported that it is actively investigating the reasons and providing them as soon as possible. The corresponding solution.
In the…
American technology accounts for about 30% of Korean chip production! Huawei ban makes local semiconductor factories difficult
Feb
According to the Taiwan Media Economic Daily, sources in the semiconductor industry pointed out that the resurgence of Sino-US technology wars has also raised the suspicions of South Korean chip makers. Although the core business of Samsung Electronics and SK Hynix is memory chips, it has not yet been included in the new US ban on Huawei. However, the chip man…
Samsung doubles China's ODM orders, South Korean parts suppliers are in a life-or-death situation
Feb
According to THE ELEC report, due to the sharp decline in Samsung ’s smartphone production, its Korean parts suppliers expect poor earnings in the second quarter.
According to sources within Samsung, Samsung reduced its smartphone production in April to 10 million units, a significant decrease from the usual 25 million units a month. A person with direct knowle…
It is rumored that Samsung has built advanced production lines for non-US equipment with related manufacturers in Europe and Japan!
Feb
Previously, it was reported that Huawei was trying to persuade Samsung and TSMC to build an advanced process production line using non-US equipment, and the two major fabs had already received this request.
According to the latest report from today's technews, Samsung has already built a small, non-US advanced technology and equipment production line with related…
Global semiconductor manufacturers are slightly optimistic about Q1 revenue Q2 anticipates the impact of the epidemic
Feb
Global semiconductor manufacturers SK Hynix / Xilinx / Texas Instruments / Intel have successively announced Q1 revenue and Q2 revenue forecasts. Among them, in addition to the lower-than-expected Xilinx Q1 revenue, SK Hynix and Texas Instruments ’Q1 revenue was lower than the same period last year, but still higher than the original Q1 revenue estimate, and was l…
MediaTek's 5G chips will increase, foreign investment forecast Q2 revenue will be flat or quarterly increase within 14%
Feb
According to the Economic Daily, Japanese foreign investors pointed out that the COVID-19 epidemic affected terminal demand. IC design plant MediaTek's second-quarter revenue may be flat or within 14% of the quarter, but the volume of new 5G chips in the third quarter will be injected into revenue, so it is maintained The company bought a rating and the target price…
NVIDIA successfully acquired Mellanox, injecting strong momentum to build a new generation of data center
Feb
On April 27, NVIDIA announced that it has completed the acquisition of Mellanox Technologies, Ltd. (Merox Technology Co., Ltd.), with a transaction price of US $ 7 billion.
The acquisition was first announced on March 11, 2019. The two leading global high-performance and data center computing companies united to combine NVIDIA ’s leading computing expertise wit…
Performance outlook is becoming more conservative! AMD admits that the epidemic may reduce revenue growth in 2020
Feb
According to MoneyDJ, the semiconductor company AMD announced in the first quarter earnings report that COVID-19 may reduce the company's 2020 revenue growth.
According to the financial report, AMD's first-quarter revenue was 1.79 billion US dollars, a 40% increase from the 1.27 billion US dollars in the same period of the previous year, and a 16% decrease from t…
The acquisition is expected to be completed in Q3 this year! Yageo's acquisition of Kemet has been approved by the Anti-Monopoly Bureau of Mainland China
Feb
According to the official news of Yageo, Yageo has officially received a notice from the Anti-Monopoly Bureau of Mainland China today (29) and has officially approved the merger of Yageo and the United States Kemet (KEMET).
On November 12, 2019, Yageo announced that it would acquire US Kemet (KEMET) for US $ 1.64 billion. Chen Taiming, Chairman of Yageo said that…
