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Intel Chief Executive Pat Gelsinger is committed to buying other chip-makers as the industry consolidates, despite a leading acquisition candidate's plan to go public.
Wall Street Journal
Infineon chief executive Reinhard Ploss on Tuesday supported the idea of Taiwan Semiconductor (TSMC) building a chip fabrication plant in Germany, expressing a clear preference for its technology over that of Intel.
Reuters
Globalfoundries is sticking with its plan for an initial public offering next year, according to company CEO Tom Caulfield. Reports that Globalfoundries is the subject of a takeover bid by Intel are speculation, he said.
Bloomberg
Strains in the semiconductor supply chain have worsened in some areas as trends such as remote working combine with an industrial recovery from last year's pandemic slump to drive chip demand, the head of Germany's Infineon said.
Reuters
Qualcomm's new CEO, Cristiano Amon, says the company will have no problem producing laptop chips to compete directly with Apple's M1 - mainly because Qualcomm now employs some of the key minds behind Apple's highly publicized breakthrough.
Ars Technica
Nvidia CEO Jensen Huang said he is still confident regulators will green-light its $40 billion acquisition of SoftBank Group's Arm, despite growing skepticism about the deal's prospects.
Bloomberg
Intel CEO said on Monday it could take several years for a global shortage of semiconductors to be resolved, a problem that has shuttered some auto production lines and is also being felt in other areas, including consumer electronics.
Reuters
Two other prominent Chinese tech billionaires have made similar moves: Colin Zheng Huang, the founder and former CEO of online discounter Pinduoduo, and Alibaba's Jack Ma.
Forbes
With the market for flash memory only expected to grow, Western Digital CEO David Goeckeler says the US chipmaker sees Japan's Kioxia Holdings as a long-term partner that is key to staying competitive against big Asian rivals.
Nikkei Electronics Asia
German chipmaker Infineon expects supply constraints in its automotive segment to only ease in the second half of this year, CEO Reinhard Ploss said on Tuesday, with lost volumes only likely to be made up in 2022.
Reuters
The global semiconductor shortage roiling a wide range of industries likely won't be resolved for a few more years, according to Intel's new CEO Pat Gelsinger.
Bloomberg
The global shortage of semiconductors that's plaguing automakers, data center owners and electronics manufacturers has turned into a "fight" that risks dragging on until 2023, according to the chief executive of Nokia.
Bloomberg
Export controls against China will not only fail to halt its technological progress but also hurt the US economy, ASML CEO Peter Wennink said, after trade tensions between Washington and Beijing led to restrictions on the sale of the Dutch company's advanced chip equipment to Chinese firms.
Bloomberg
Intel wants EUR8 billion (US$9.7 billion) in public subsidies towards building a semiconductor factory in Europe, its CEO was quoted as saying on Friday, as the region seeks to reduce its reliance on imports amid a shortage of supplies.
Reuters
Intel CEO Pat Gelsinger will virtually attend a meeting being put together by President Joe Biden's administration for April 12 to discuss the semiconductor supply chain issues disrupting US automotive factories, according to a person familiar with the matter.
Reuters
Renesas CEO Hidetoshi Shibata told a news conference that while production at the company's fire-hit plant looked likely to resume within a month, recovery to pre-fire levels was expected to take around 100 to 120 days from the incident.
Reuters
A fire at one of Renesas Electronics' semiconductor facilities will probably have a big impact on the supply of chips for the automobile industry, Chief Executive Officer Hidetoshi Shibata said during an online news conference Sunday.
Reuters
Qualcomm chief executive officer Steve Mollenkopf said he expects the global chip shortage to ease for certain products using mature technology.
Bloomberg
Investments into next-generation wireless networks will span a much longer time than the 4G cycle, giving underdog Nokia time to catch up with rivals that zoomed past it for early rollouts, according to its chief executive.
Bloomberg
As an auto chip shortage continues to disrupt car manufacturing, ON Semiconductor CEO Hassane El-Khoury told CNBC he expects a bottleneck in orders to subside by the second half of 2021.
CNBC
Honda Motor is promoting its current head of research and development Toshihiro Mibe to chief executive, the latest in a number of bold moves the automaker is taking to step beyond its more than half-a-century-long reliance on selling gasoline-powered cars.
Bloomberg
Qualcomm incoming Chief Executive Officer Cristiano Amon said US sanctions against China's Huawei Technologies may help alleviate a global shortfall in semiconductor supply. If Huawei's in-house chip unit HiSilicon can't get its designs manufactured, the company may order more chips from other providers. These limitations will also free up capacity at TSMC, Amon said in a webcast with Goldman Sachs analyst Rod Hall.
Bloomberg
Calling the announcement "an historic day" and the transition "a game changer," CEO Tim Cook touted the move to ARM as "time for a huge leap forward for the Mac."
Computerworld
Apple will produce 1 million face shields per week for medical workers, Apple CEO Tim Cook said.
CNBC
Its current cloud business head, Arvind Krishna, will take over as CEO in April.
engadget
"I believe that if Steve were still alive, we would have combined our companies," Disney CEO Bob Iger wrote. "Or at least discussed the possibility very seriously."
CNET
HP CEO and president Dion Weisler is stepping down due to a "family health matter," the company announced on Thursday.
CNN
To Goldman Sachs CEO David Solomon, the current economic environment doesn't feel like the pre-crisis days of August 2007. But he identifies at least one thing that could cause the economy to go off track: The trade war.
CNN
'Just for the record, zero truth to this rumor. I love AMD and the best is yet to come,' AMD CEO Lisa Su says in response to a report stating that she plans to leave the chipmaker later this year.
CRN
"It was embarrassing. I pushed it through before it was ready," said Samsung Electronics CEO DJ Koh. "I do admit I missed something on the foldable phone, but we are in the process of recovery."
Independent
Tesla returned to growth mode in the second quarter, setting a record for deliveries and beating Wall Street's expectations, relieving some pressure on CEO Elon Musk to prove that demand remains strong for the electric-car maker's vehicles.
Wall Street Journal
Ren Zhengfei, the billionaire founder of Huawei Technologies whose daughter's arrest in Vancouver triggered a diplomatic crisis between China and Canada, said the company still wants to make the country its "global center for theoretical research."
Bloomberg
"The suggestion that we were somehow victim of a national conspiracy is wrong. The facts of the matter are that we were robbed by a handful of our own employees based in Silicon Valley, who had broken the law to enrich themselves. All of this occurred several years ago. We found this out by ourselves and immediately sought legal action in public court in 2016. This was reported on in several publications after our victory in November 2018," said ASML president and CEO Peter Wennink.
Company release
"Our first quarter revenue guidance reflects the inventory correction currently underway in the smartphone market," said Steve Kelley, Amkor's president and CEO.
Company release
AMD today highlighted historic leaps in computing, gaming and visualization technologies expected in 2019 based on a combination of leading-edge 7nm technology and the most advanced computing and graphics designs the company has ever created. During her CES 2019 keynote presentation, AMD President and CEO Dr. Lisa Su announced the world's first 7nm gaming graphics processing unit (GPU), AMD Radeon VII; detailed the world's fastest processor for ultrathin laptops, 2nd Gen AMD Ryzen Mobile processors and 3rd Gen Ryzne processors
Company release
Murata Manufacturing expects shortages of tiny ceramic components to last for another two years, its CEO said, in what could be a bottleneck in the advancement of the global automotive market.
Reuters
BlackRock Chief Executive Larry Fink on Monday said the world's largest asset manager has assembled a working group to look at blockchain technology and cryptocurrencies such as bitcoin, but cautioned he does not see massive investor demand.
Reuters
Uncle Sam has another beef with Silicon Valley. Months after hauling Facebook CEO Mark Zuckerberg to Washington for questioning related to the company's data-sharing practices, Congress has told the heads of Google parent Alphabet and Apple that they need to provide answers about their privacy practices.
New York Post
The new CEO of Globalfoundries has a charter to improve financial performance of the privately held chipmaker. Thus, Tom Caulfield is seeking partners for the company that is a distant second in a hotly competitive race to make chips.
EE Times
Dialog Semiconductor expects Apple, its top customer, to use its chips for a significant proportion of its devices in 2019 and 2020, Chief Executive Jalal Bagherli told a German newspaper.
Reuters
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