Times of India — NEW DELHI: Samsung has unveiled a new generation of S-RAM for smartphones, tablets and other gadget lines based on the ultra-thin 10nm FinFET technology with 128MB transfer rate. This S-RAM made on the 10nm process is 37.5% smaller in size than the current range of D-RAMs made on 14nm process.
Android Headlines — November started with Huawei inviting us, along with a few other publications, across the world to China. Where we would spend some time in both Shenzhen (where their headquarters are located) as well as in Beijing. The main purpose of this trip was to give the media more of an inside look at the company, who is now the largest smartphone manufacturer in China, having recently taken that crown back from the start-up Xiaomi.
Mobile DRAM revenues amounted to about US$4.55 billion in the third quarter of 2015, up 18% from US$3.85 billion in the prior quarter, according to DRAMeXchange. SK Hynix made the largest contribution to the overall mobile DRAM market revenue growth during the third quarter, said DRAMeXchange. The Korea-based firm saw its mobile DRAM revenues surge 30.5% on quarter to US$1.2 billion, which boosted its worldwide market share to 26.4% from 23.9% in the second quarter, DRAMeXchange said.
Digi Times — The production value of memory chips, including DRAM and NAND flash devices, in Korea hit a new high of KRW13.92 trillion (US$11.8 billion) in the third quarter of 2015, compared to the previous high of KRW13.17 trillion reached in the fourth quarter of 2014, according to Digitimes Research. The launch of new flagship smartphones by vendors and increased DRAM capacity on individual handsets helped drive shipment growth at the memory sector in Korea, Digitimes Research said.
Digi Times — The board of Taiwan Semiconductor Manufacturing Company (TSMC) has approved capital appropriations of US$3.96 billion for expanding capacity for advanced-node manufacturing, and packaging and assembly, as well as construction of fab facilities and installation of facility systems, and first-quarter 2016 R&D capital investments and sustaining capital expenditures.
Digi Times — China-based Tongfang Guoxin Electronics, an affiliate of Tsinghua Unigroup, has announced a planned CNY80 billion (US$12.59 billion) private placement project, a step toward building itself as a semiconductor giant in China. Tongfang Guoxin plans to issue 2.959 billion new shares to a number of affiliated companies under the Tsinghua Unigroup as well as its employees, said the company.
Digi Times — The chairmen of MediaTek and TSMC both agree that Taiwan’s government should be more liberal towards the issue of allowing China-based firms to invest in the local IC industry sectors, and pursue an open policy for the local chipmakers’ cooperation with their China-based counterparts.
Digi Times — In response to China-based Tsinghua Unigroup’s interest in combining its two subsidiary IC designers with Taiwan-based MediaTek, Acer founder Stan Shih said that China-based investment in Taiwan-based IC design houses is feasible as long as the investment is balanced based on appropriate stake ratios and constraining conditions such as protecting intellectual properties.
Times of India — Qualcomm forecast first-quarter profit way below analysts’ expectations as the chipmaker struggles against fierce competition from Chinese and Taiwanese rivals, and faces delays in closing new licensing agreements in China. The company’s shares fell nearly 6% in extended trading on Wednesday.
Digi Times — China’s state-backed technology conglomerate Tsinghua Unigroup, which owns both Spreadtrum Communications and RDA Microelectronics, has expressed interest in merging its two chip units with MediaTek. Tsinghua Unigroup chairman Zhao Weiguo said in an interview with Taiwan’s media on November 1 that if Taiwan’s government lifts the ban on investments by China-based firms in the island’s lC design sector, Tsinghua Unigroup is willing to visit MediaTek and discuss a potential merger deal between its units Spreadtrum and RDA and the Taiwan-based company.
Fool — Intel recently stated that it would convert one of its semiconductor plants in Dalian, China to produce memory chips. Intel plans to invest up to $3.5 billion over the next three to five years, then boost that amount to as much as $5.5 billion. The decision might seem odd, since Intel is generally known for manufacturing PC processors instead of memory chips, but it actually makes sense in current market conditions.
Digi Times — The ratio Kirin-series application processors, developed by HiSilicon Technologies, used in Huawei’s mid-range and high-end smartphones has continued to increase, which is unfavorable to MediaTek, according to industry sources. Although Huawei’s current purchases of smartphone-use APs from MediaTek are still larger than those from HiSilicon, most MediaTek APs have been used in Huawei’s entry-level to mid-range models.
Times of India — TAIPEI/HONG KONG: Chinese state-backed technology conglomerate Tsinghua Unigroup Ltd is buying a 25% stake in Powertech Technology for $600 million, becoming the largest shareholder in the Taiwanese chip packaging and testing company. The alliance, announced on Friday by both companies, is likely to help bolster the development of China’s fledgling chip industry and comes after the Chinese tech group recently hired a veteran Taiwanese semiconductor executive.
Digi Times — MediaTek’s net profits soared to almost NT$8 billion (US$246 million) in the third quarter of 2015 hitting the highest quarterly level for the year. MediaTek has announced net profits of NT$7.96 billion on consolidated revenues of 56.96 billion for the third quarter, representing sequential increases of 21.1% in revenues and 24.8% in profits.
Digi Times — Shipments of smartphone-use application processors in China are expected to grow 14.6% sequentially to 161 million units in the fourth quarter of 2015 as handset vendors are building up inventories to meet year-end seasonal demand in the US and Europe, according to Digitimes Research.
China Tech News — TSMC said that due to the declining demands of smartphones in the emerging markets and severe market competition, the company’s net profit was NTD75.33 billion in the third quarter of 2015, a year-on-year drop of 1.3% and a decrease of 5.1% compared with the previous quarter.
Digi Times — China Mobile will make an equity investment in MediaTek to form a strategic alliance with the Taiwan-based IC design house, according to a recent Economic Daily News (EDN) report. China Mobile’s investment in MediaTek will be confirmed by the end of 2015, when Taiwan’s Ministry of Economic Affairs (MOEA) relaxes its ban on local chipmakers drawing equity investments from China-based companies, the report said, without citing its source.
Digi Times — Taiwan-based foundry Powerchip Technology and the Hefei city government of China’s Anhui province on October 20 held a groundbreaking ceremony for a CNY13.5 billion (US$2.1 billion) joint venture company that will provide 12-inch wafer foundry services for mainly LCD driver ICs.
Channel News Asia — REUTERS: Intel Corp said it may invest up to US$5.5 billion in manufacturing semiconductors in China, stepping up efforts to improve ties with Beijing as it seeks new revenue streams while demand for its core computer processing chips falters. The U.S. firm said it would convert a facility in Dalian, its first plant in China, for memory chip production.
Times of India — BENGALURU: Qualcomm Ventures, part of the $27 billion wireless tech major Qualcomm, has led a $10 million round of funding in Chennai-based hospital information management (HIMS) company Attune Technologies. Norwest Venture Partners is its other investor. This is Qualcomm’s first investment from its $150 million India-focused startup fund that it launched recently.