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The impact of the epidemic is still expanding! Frequency component leader Seiko Epson announces the shutdown of all factories in Japan

Feb 02 67

According to Nikkei News, Seiko Epson, the world's largest quartz component leading factory, announced on April 22 that all locations in Japan will be shut down for 12 days, and it is expected to be shut down from April 25 to May 6. Seiko Epson said that in response to the Japanese government expanding the target of the "State of Emergency" to all parts of Japan …
Q1 revenue increased by 23% year-on-year! Under the epidemic, personal PC business brought short-term dividends to Intel

Feb 02 68

Today (24), Intel announced the financial report for the first quarter of 2020. The financial report shows that Intel's first-quarter revenue was 19.8 billion US dollars, an increase of 23% compared with 16.1 billion US dollars last year, exceeding analysts' previous expectations. According to a survey by financial information provider FactSet, analysts had previous…
Huawei's contribution revenue increased to 14%! If the United States strengthens its control, it may become a hidden danger for TSMC

Feb 02 66

According to the Taiwan Media Central News Agency, TSMC's 2019 annual report recently announced that Huawei, as the second largest customer, accounted for 14% of TSMC's revenue last year, reaching 152.876 billion yuan (TWD, the same below). Industry insiders believe that if the United States strengthens its export controls on Huawei, it will become a hidden danger f…
Micron Technology Invests $ 35 Million to Support Global Communities and Provides Economic Support for People Affected by the COVID-19 Outbreak

Feb 02 63

Micron Technology today announced that the company plans to invest $ 35 million to provide financial assistance to various personnel affected by COVID-19. Micron will launch a new $ 10 million bailout fund from the Micron Foundation, increase employee allocation, and provide financial support to team members in the form of grants. In addition to cash donations, Micr…
WT Microelectronics chairman talks about WPG Holdings: positioning competitors

Feb 02 67

After WPG Holdings announced its stake in WT Microelectronics, it is understood that the two parties have not interacted so far. WT Microelectronics chairman Zheng Wenzong stated yesterday (27) that WPG Holdings is a competitor in operation. As for the exchange of shares with Xiangshuo, he emphasized that WT Microelectronics has long-term investment in IC design com…
Japan's epidemic intensifies, Beken Corporation: company-related procurement will not be significantly adversely affected

Feb 02 62

On March 27th, an investor asked Beken Corporation: "If the epidemic situation in Japan and South Korea intensifies, such as shutdown and production stop, logistics are blocked. Then, may I ask the company to purchase photoresist, silicon wafers, targets, electronic special gas, LCP, etc Will other semiconductor raw materials be affected? Will it affect the company'…
The world's first! South Korea develops artificial synaptic component based on skyrmi

Feb 02 66

According to Korean media Business Korea, a group of South Korean researchers have developed a core part of artificial intelligence (AI) semiconductors that can save 10 times the power of new computers. …
Mainland China becomes the only growth market! SEMI Announces Global Semiconductor Materials Market Revenue Last Year

Feb 02 62

Today, SEMI (International Semiconductor Industry Association) released the latest report that the global semiconductor material market sales in 2019 fell slightly by 1.1%. Among them, the total global wafer manufacturing materials revenue decreased from US $ 33 billion to US $ 32.8 billion, a slight decrease of 0.4%; sales of wafer manufacturing materials, proce…
To limit China's access to its technology, the U.S. will push three measures to block deals in areas such as semiconductors

Feb 02 69

According to Reuters, sources said the Trump administration is stepping up measures to prevent China from acquiring US advanced technology for commercial purposes and then diverting it to military use. Senior U.S. officials agreed at a meeting on Wednesday that three measures could be used to stop Chinese companies from buying certain optical materials, radar equ…
Top 10 semiconductor companies Leaderboard in 2019, storage vendors fail

Feb 02 67

According to statistics from analyst firm Omdia, in the just past 2019, global semiconductor revenues had the largest chance of decline in the past two decades. Eight of the top ten chip vendors suffered revenue declines, and each region and Sales in each application market have declined. But in 2019, Intel has developed against the trend, and they have achieved gro…
The epidemic will impact IDM factories in Europe and the United States, and the wafer foundry and packaging and testing will have little effect

Feb 02 72

As the COVID-19 epidemic spreads globally, the China Taiwan Information Council (MIC) analysis pointed out that the epidemic may impact IDM factories in Europe and America and their packaging and testing capacity in Southeast Asia, despite the IC design, wafer foundry, memory and IC packaging The impact is not significant, but the passive component MLCC may increase…
What is the new step for Huawei to abandon Americanization? Samsung and MediaTek are rumored to compete for Huawei 5G chip orders

Feb 02 62

According to Digitimes, as the tension between Huawei and the US government continues to escalate, Huawei is looking for more ways to reduce its dependence on the West. In view of this, both Samsung and MediaTek are eyeing Huawei's 5G chip orders. Currently, there are only four major 5G mobile chip manufacturers in the world, including Qualcomm, MediaTek, Samsung…
Intel: The process returns to the two-year update cycle, and 7nm products will be launched next year

Feb 02 65

Today, Intel announced that Intel ’s innovation has returned to the two-year cycle. Intel said that the yield of 10nm products has increased significantly, and a series of new products will be launched in 2020. 7nm will realize the product launch in 2021 and provide a complete product portfolio in 2022. Due to staying too long at 14nm, Intel has already lag…
Gartner predicts that global semiconductor revenue will decline by 0.9% in 2020, and the NAND market will grow against the trend

Feb 02 64

According to the Gartner report, due to the impact of coronavirus on semiconductor supply and demand, global semiconductor revenue is expected to decline by 0.9% in 2020. Overall, global semiconductor revenue in 2020 will be reduced by US $ 55 billion from the previous quarter to US $ 415.4 billion. The total market growth rate in 2020 will be reduced from 12.5% …
Nearly half of the world's market share! Samsung firmly holds the leading position in the mobile phone storage chip market in 2019

Feb 02 63

According to Moneydj, the latest report released by the market survey agency Strategy Analytics shows that the global smartphone storage market will reach 39.3 billion yuan in 2019. Judging from the ranking of manufacturers, the top three are Samsung Electronics, SK Hynix and Micron. The total market share of the three manufacturers is up to 84%. It is worth noti…