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The performance is bright, the Sino-US trade war is moderated, and the market value of TSMC is hitting new highs.

Feb 02 61

Wafer foundry TSMC continued to climb after the market value at the end of September exceeded the level of NT$7 trillion (the same unit). Affected by the performance and the Sino-US trade war reached a phased agreement incentive. On the 14th, the Taiwan stock price opened at a record high of 291.5 yuan, once again refreshing the market value to a new high level of 7…
The status quo of panel makers Samsung and LG: patent litigation, survival under the Chinese industry competition

Feb 02 65

According to BusinessKorea, with the rapid growth of the global OLED display market, Korean panel makers are not only facing the pressure of patent litigation, but also coping with the fierce competition with Chinese manufacturers. The report pointed out that the two major Korean manufacturers that dominate the OLED market are not slack. LG Display (LGD) announce…
Haisi announced the sale of 4G chip Balong 711,which is seen by industry insiders.

Feb 02 62

Recently, Shanghai Haisi announced the launch of the first Huawei Hisilicon LTE Cat4 platform Balong 711 to the Internet of Things industry. Since its release in 2014, this chip has been shipping a large number of shipping applications, supporting LTE-FDD/LTE-TDD/WCDMA/GSM multi-mode, providing high-speed, reliable network connectivity solutions for customers in the…
LG announced that the hydrogen fluoride used in the panel has been successfully replaced by domestically produced products, and will not use Japanese imports in the future.

Feb 02 63

Since the trade dispute between Japan and South Korea, the Japanese government has decided to ban the export of three important semiconductor and display panel materials to South Korea since early July 2019, forcing Korean companies to embark on an independent road. According to South Korea's "Korean Daily" report, South Korea's panel maker LG has confirmed that its…
AMD's second generation EPYC entered China, how is the 7nm "Roman Empire" established?

Feb 02 62

Since returning to the data center processor market in 2017, AMD has never concealed its ambition to make a difference in this field. Whether it is the generation of 霄龙EPYC's Naples, or the second generation of Rome, and the future of Milan and Genoa, it represents a powerful metaphor of “empire” and “rejuvenation”. AMD announced at the AMD Greater Ch…
In 2020, the Mini LED application will break out, and the medium and large display will be the first to be mass-produced.

Feb 02 66

According to Money DJ, TrendForce today held a seminar on “Big Bang Tuo Technology Industry Forecast 2020”. TrendForce predicts that next year (2020), driven by issues such as 5G and electric power, the high refresh rate panel will be a new highlight of the mobile phone market specification; and the Mini LED will boost the display industry upgrade, predicting…
Semiconductors dragged Japan’s exports to 10 consecutive declines in September, and the central bank will pay loose monetary policy next week?

Feb 02 64

Japan’s September exports have been the 10th consecutive month of austerity, sparking speculation that the Bank of Japan will offer a loose monetary policy as soon as next week to counter the rising overseas risks and demand mitigation. According to Reuters, the Japanese Ministry of Finance announced that exports in September fell 5.2% year-on-year, mainly due …
Alex Rogers, President of Qualcomm QTL Business: China's 5G development is exciting Qualcomm is a long-term ecological partner

Feb 02 63

On the 20th, at the World Internet Conference in Wuzhen, Alex Rogers, executive vice president and president of technology licensing business (QTL) of Qualcomm, said in his speech that China's 5G commercial process is exciting and Qualcomm will maintain a long-term partnership with China's ecosystem. I hope to work together with the industry to promote the future de…
AMD is too strong! Forcing Intel's new products to retreat at half price?

Feb 02 62

According to IHS Markit data, in the second quarter of this year, Intel microprocessor sales were $12.2 billion, followed by AMD, which reached $12 billion. As AMD continues to invade the market, Intel cut the price of the new processor to seek to repel the momentum of AMD. According to Korean media reports, Intel's new 10th generation Cascade Lake-X CPU, 18-core…
SEMI: North American semiconductor equipment shipments write a five-month low in September

Feb 02 62

The International Semiconductor Industry Association (SEMI) announced the latest Billing Report, which showed that North American semiconductor equipment manufacturers' shipments in September fell below $2 billion (the same unit) level, which fell to 1.95 billion yuan, down 2.4% month-on-month. It also fell 6% from the same period last year, which is a new low in th…
Arm released a number of NPUs, emphasizing that the architecture will continue to authorize Chinese companies

Feb 02 63

According to Sina Technology, on October 23, at the 2019Arm Technology Summit Beijing Station, Arm China Chairman and CEO Wu Xiong Ang stressed that after legal investigation, both Armv8 and v9 architectures are derived from British technology, and Arm will continue as in the past. Authorization and service support to Chinese companies. Wu Xionggang pointed out t…
Korean media said that Sunny Optical will supply ToF module for Samsung Galaxy S11

Feb 02 63

Korean media The Elec recently reported that Sunny Optical, the leading optical product manufacturer in China, will provide time-of-flight (ToF) modules for Samsung's next-generation flagship smartphone (Galaxy S11 series). According to an industry explosion on October 21, this is the second time that Sunny Optical has supplied Samsung Electronics since the Galaxy S…
Chip sales frustrated, Korean chip exports in September fell 40% year-on-year

Feb 02 64

According to the latest data from the Korea Customs, South Korea’s exports of technology products in September were not optimistic, semiconductor exports plummeted 40% year-on-year, and exports of mobile communication equipment (which accounted for a small share of total exports) jumped 58%. In addition, South Korean exports fell by 22% year-on-year, the largest d…
Complete 3nm process development in 2020, what are the killers of Samsung in the 5G era?

Feb 02 65

2019 is a year in which 5G technology is well known and contacted by consumers. At the beginning of this year, Samsung released the first 5G commercial mobile phone Galaxy S105G version, which is the first to provide consumers with a terminal product that can feel the 5G network. Why can Samsung provide 5G products so quickly, which is related to the efforts made…
Research and development: DRAM prices are expected to rebound next year, and the mainland's investment volume is estimated to be less than 3% globally.

Feb 02 63

DRAMeXchange said that the DRAM contract price in August this year was the same as the previous month, and the average price of DDR4 8GB came to $25.5. Although the September contract price is still being negotiated, it is still likely to remain flat. Looking forward to 2020, due to the profit-oriented orientation of the three major DRAM manufacturers, the capital e…