Huawei Technologies recently made an investment in XMOS, a British fabless semiconductor company and leader in intelligent multicore microcontrollers. This marks the Chinese telecom device maker’s first equity investment in a British technology company. Apart from Huawei, Robert Bosch Venture Capital GmbH of Germany and Xilinx Inc. from the U.S. also participated in the strategic investment round. The three companies invested a total of USD26 million in XMOS. XMOS’ valuation during this round of financing reached over USD100 million; however, XMOS gave no comment on the rumor.
On the request of MediaTek, Taiwan Semiconductor Manufacturing Company (TSMC) will supply MediaTek with wafer starts 10% more than what the chipset maker expected to receive in the third quarter of 2014, according to industry sources. In view of MediaTek’s growing share in the global entry-level to mid-range smartphone solution market, and the need to maintain a high order visibility at TSMC, the offering of more 28nm production capacity to MediaTek is an important strategy for the Taiwan-based foundry house, said the sources.
Apple is expected to become the largest client for Taiwan Semiconductor Manufacturing Company (TSMC) as the Taiwan-based foundry house has begun to ramp up production of A8 processors and is likely to continue to fabricate the vendor’s A9 CPUs in 2015, according to industry sources. Although TSMC appears to have lost Qualcomm’s 14nm chip orders to Samsung Electronics, TSMC will win Apple’s A9 processor orders with its 16nm process, explained the sources.
Taiwan Semiconductor Manufacturing Company (TSMC) should support MediaTek with its technology and production capacity to counter the alliance between Samsung Electronics and Qualcomm in order to prevail in the 14/16nm segment. TSMC chairman Morris Chang admitted recently that TSMC will lose out to competitors in the 14/16nm process segment in terms of market share in 2015 before regaining its leading market position in 2016-2017.
Taiwan Semiconductor Manufacturing Company (TSMC) will lose out to competitors in the 14/16nm process segment in terms of market share in 2015 but will regain its leading market position in 2016-2017, according to TSMC chairman Morris Chang. 16nm products will account for a single-digit ratio to TSMC’s overall revenues in the third quarter of 2015, Chang estimated.
MediaTek has announced its first 64-bit-enabled 8-core 4G solution, the MT6795, targeting the high-end 4G smartphone segment. The launch of the MT6795 comes almost two quarters ahead of schedule as MediaTek originally planned to release the 8-core chip at the end of 2014. The MT6795, built using a 28nm process, clocks at 2.2GHz and comes with MediaTek’s CorePilot technology to deliver multi-core processor performance and thermal control. The MT6795 also supports dual-channel LPDDR3 at 933MHz.
China-based smartphone vendor Huawei is likely to be the first client for Taiwan Semiconductor Manufacturing Company’s 16nm FinFET process node, according to industry sources. The 16nm chip, designed for smartphone application, is developed by Huawei’s subsidiary HiSilicon Technologies and is expected to debut in early 2015, said the sources. In addition to the wafer foundry orders, Huawei has also decided to utilize TSMC’s backend CoWoS (chip on wafer on substrate) packaging process for the 16nm chips, the sources added.
Taiwan Semiconductor Manufacturing Company (TSMC) plans to speed up the development of its 10nm process to fend off competition from Samsung Electronics, which reportedly has landed 14nm FinFET chip orders from Qualcomm, according to industry sources. TSMC and Samsung are currently competing fiercely in the development of FinFET process, with the Korea-based foundry house utilizing a 14nm process and TSMC a 16nm node. Both the 14nm and 16nm processes are scheduled to enter volume production in early 2015.
IC design house MediaTek in early 2014 set target shipments of 15 million APs (application processors) for 4G smartphones, and is confident of reaching the goal due to expected large demand in the China market in the second half, according to the company. MediaTek targets China-based smartphone vendors for its 4G APs.
TAIPEI, Taiwan — Market capitalization of Taiwan Semiconductor Manufacturing Co. (TSMC,台積電), the most heavily weighted stock in the local market, hit a record high Wednesday after the stock steamed ahead amid optimism over its earnings outlook. TSMC rose 3.52 percent to close at the day’s high of NT$132.50 with 51.46 million shares changing hands on the Taiwan Stock Exchange. The buying spree took place on optimism over the chip-maker’s earnings prospects.
SINGAPORE: Taiwan semiconductor firm MediaTek on Tuesday (July 1) unveiled plans to invest another S$250 million in Singapore by 2020 in a sign of continued confidence in the city-state’s electronics industry. Economic Development Board (EDB) Chairman Leo Yip said MediaTek’s expansion – along with investments announced by firms such as Realtek and International Rectifier earlier this year – showed that Singapore’s semiconductor industry remained globally competitive.
Sony Mobile Communications will adopt MediaTek’s 64-bit quad-core solution, the MT6732, for production of entry-level and mid-range 4G LTE smartphones for delivering in 2015, according to industry sources. Taiwan-based handset ODMs, including Arima Communications, Compal Communications and FIH Mobile, are currently manufacturing 4G LTE models for Sony Mobile using smartphone solutions from Qualcomm.
Taiwan Semiconductor Manufacturing Company (TSMC) will operate at full capacity in the third and fourth quarters, with revenues generated from 20nm processes to account for 10% of total revenues in the third quarter and rise to 20% in the fourth, according company chairman Morris Chang. The global semiconductor industry is expected to grow 3-5% annually in the next five years, but TSMC’s growth rates will be higher than the industry average, Chang said at the company’s latest shareholders meeting.
More chipset suppliers are likely to tie up with Taiwan-based IC design houses in order to tap retail channels as well as to expand their ecosystem in China, according to industry sources. Microchip Technology announced a deal in late May to acquire all of outstanding shares of Taiwan-based ISSC Technologies, a provider of low power Bluetooth and advanced wireless solutions for the Internet of Things (IoT) market, at NT$143 per share (approximately US$4.74) through a tender offer.
MediaTek is unlikely to roll out smartphone chipset platforms supporting Windows Phone in the short term as the Taiwan-based solution vendor has given the priority to ramp up its share in the 4G chipset segment in 2014, according to industry sources. Having established an R&D team of over 10,000 members, MediaTek has been rapidly rolling out quad- and 8-core as well as 4G solutions, also plans to launch two 64-bit CPUs in the third quarter of 2014, said the sources.
Some downstream DRAM chip clients reportedly are planning to sign long-term purchasing contracts with Micron Technology in order to ensure steady supply of memory chips, according to industry sources. Following its integration with Elpida Memory, Inotera Memories and Rexchip Electronics, Micron currently boasts a production capacity of 200,000 wafers a month, making the US-based memory chipmaker a strong potential supplier on a long-term basis, the sources noted.
Intel’s Haswell Refresh processors and 9-series chipset-based motherboards are already available in retail channels worldwide despite Intel still having not yet made an official announcement, according to sources from motherboard players. Intel is expected to announce the launches at the Computex 2014 in early June.
TAIPEI, Taiwan — Nanya Technology Corp. (南亞科技) retained the title of the fourth-largest mobile memory chip supplier in the world in the first quarter of this year, a research report said Friday. In the report, DRAMeXchange, a DRAM chip research unit of Taiwan-based market information advisory firm TrendForce, said, however, that Nanya’s global market share fell to 1.3 percent from 1.4 percent seen a quarter earlier.
Taiwan Semiconductor Manufacturing Company (TSMC) and Samsung Electronics are competing to bring more advanced processes to the market, with TSMC eager to promote its 16nm FinFET Plus process, and Samsung planning to push ahead its advanced 14nm LPP (low power plus) process, according to industry sources. TSMC is ready to begin volume production for 16nm FinFET process by the end of 2014, but it has already rolled out an upgraded version, the 16nm FinFET Plus, the sources said.
TOKYO: Japan’s Toshiba is teaming up with US chip giant SanDisk to produce a “3D” memory chip they hope will allow users to save up to 50 hours of ultra-high definition video. In a deal worth a reported 500 billion yen ($4.84 billion) the companies will build a factory to make flash memory consisting of several layers of semiconductors stacked together to give as much as a terabyte — 1,000 gigabytes — of storage. That is around 16 times bigger than the largest 64-gigabyte Toshiba memory currently available in smart phones and tablet devices.