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While ASE and SPIL are still ahead of their Chinese competitor, with 34% and 21% market share respectively, China's aggressive push is worrying.
Barron's
Shares of Marvell Technology were falling 2.7% to $11.59 Thursday after the chipmaker postponed its second quarter earnings release.
The Street
BOE Technology Group said August 18 that it will establish an IC fund of CNY4 billion (US$626 million). BOE invested CNY1.5 billion in the fund, along with other investors including the government-backed National IC Fund.
Shanghai Daily
Skyworks Solutions has announced that it is expanding production capacity in Japan to meet the growing demand for its filter technology.
Company release
SK Group is considering pouring about 46 trillion won ($38 billion) over the next few years to expand the production facilities of its chipmaking unit SK hynix, officials said Monday.
Korea Herald
Applied Materials dropped to its lowest price since December 2013 after forecasting fiscal fourth-quarter sales that trailed analysts' estimates.
Bloomberg
A purported iPhone 6s benchmark posted by blog Ringer Blue Men shows that the new device only has 1GB of RAM, or just as much as last year's iPhone 6 had. If accurate, this would be a major disappointment.
BGR
Rambus, known for patent battles against chipmakers, is becoming one itself.
Wall Street Journal
China's efforts to expand its reach into advanced semiconductors in the US drew fire on Capitol Hill as a key senator called on US officials to block a state-controlled firm's effort to buy an American memory chipmaker.
Wall Street Journal
Jeff Sheley, a Northland analyst, wrote: "We now believe that Intel will capture roughly 50% of Apple's modem business in the upcoming iPhones due to launch September 9th."
EE Times
Bernstein has cut its target price by 25% on the company amid intense 3G competition and weak demand.
Barron's
"To catch up with Qualcomm as soon as possible, we will pour 30 billion yuan, and probably even more, into the R&D of mobile chips in the next few years," Chairman Xu Jinghong was quoted as saying in an interview. A Tsinghua Holdings spokeswoman confirmed Xu's comments to the newspaper.
Reuters
SanDisk has reached agreement with SK Hynix to modify and extend their intellectual property licensing relationship and enter into a multi-year commercial relationship under which SK Hynix will supply its DRAM products to SanDisk. These agreements include a settlement of the trade secret misappropriation suit filed by SanDisk in 2014.
Company release
Qualcomm has announced that its subsidiary, Qualcomm Atheros, has entered into a definitive merger agreement to acquire Ikanos Communications, a high performance broadband networking semiconductor and software provider enabling both central office and home gateway solutions.
Company release
Leadcore Technology and Shanghai Pudong Science & Technology Investment are weighing offers for Marvell Technology's wireless chip unit, which Marvell values at about $1 billion.
Bloomberg
Aabid Husain, who was vice president of worldwide business development and marketing at Globalfoundries based at its 200mm wafer fab campus in Singapore, has joined Cricket Semiconductor as chief marketing officer.
EE Times
The recall itself isn't anything that shareholders should get worked up about; it was a relatively low-volume product and the impact on the company's financials should be minimal. What is interesting, though, is that as a result of this recall, investors can now glean some insight into the financials of Nvidia's device business.
Motley Fool
STMicroelectronics and its French state owner are headed for a collision over a strategy that includes possible job cuts at Europe's biggest semiconductor maker, according to people familiar with the matter.
Bloomberg
Taiwan's economy grew at the slowest pace in three years as exports collapsed amid weaker global demand and rising competition from regional rivals.
Bloomberg
For Skyworks Solutions, the Apple iPhone may well be the gift that keeps on giving. After getting a nice piece of the Apple iPhone 6 business, the analog chipmaker is poised to tap into more gains from Apple, which is expected to refresh the current-generation iPhone 6 sometime this fall.
NASDAQ.com
Results from Europe's big chipmakers show business conditions have deteriorated quickly in previously healthy markets for auto electronics and industrial components, adding to concerns over the industry's traditional drivers - computers and phones.
Reuters
Japanese tech giant Sony saw its net profit more than triple in the April-to-June quarter, helped by strong sales of its PlayStation 4 games and camera sensors.
BBC News
A painful reversal in fortunes for Samsung Electronics' smartphone business continued in the second quarter, the company confirmed on Thursday, adding to scepticism about its strategy to halt its sliding market share.
The Financial Times
Qualcomm, the world's largest maker of chips for mobile phones, won't sit on the sidelines as rivals get larger, according to its chief executive officer.
Bloomberg
Lalvani has more than 20 years of experience in sales, business development, strategic planning and business operations across the IT and telecom sectors.
Company release
China's Tsinghua Holdings is still discussing a potential deal to buy US chipmaker Micron Technology and hopes it could eventually go through, the state-backed investment company's chairman told Reuters on Thursday.
Reuters
Chipmaker Qualcomm said it may break itself up as it delivered its third profit warning this year and announced plans to slash jobs and spending in the face of rising competition.
Reuters UK
"There are rumors all the time about us being acquired. But when you look at our business model... for any one company it's much less expensive for them to license our technology than to buy the whole company," said ARM CEO Simon Segars.
CNBC
Imagination Technologies has announced the appointment of industry veteran James Liu as general manager for its expanding China operations. Liu brings to Imagination 20+ years of experience in the China electronics design industry.
Company release
Qualcomm is expected to conduct a sweeping strategic review that will look at the possibility of a breakup, among other options, after an activist investor pushed for change at the chipmaker.
Wall Street Journal
ARM, the chip designer whose technology powers almost all smartphones, reported sales that missed analysts' estimates after device shipments by customers including Apple Inc. trailed predictions.
Bloomberg
Globalfoundries has developed a 22nm FD-SOI platform of four processes based on a licensing deal it originally signed with STMicroelectronics back in 2012.
EE Times India
AMD's President and CEO, Lisa Su, revealed at yesterday's earnings call that AMD has already completed its first couple of FinFET designs. She also stressed that FinFET is going to be incredibly important across all markets for the company in 2016.
WCCF Tech
The Industrial Internet Consortium (IIC) was founded in March 2014 to bring together the organizations and technologies necessary to accelerate growth of the Industrial Internet by identifying, assembling, and promoting best practices.
Company release
Toshiba's chief executive and president Hisao Tanaka is to resign after the company said it had overstated its profits for the past six years.
BBC News
Micron Technology has told China's Tsinghua Unigroup that its US$23 billion acquisition offer is not realistic because US authorities would block the deal due to national security concerns, according to people familiar with the matter.
Reuters
Altera has developed a storage reference design based on its Arria 10 SoCs, which doubles the life of NAND flash and can increase the number of program-erase cycles by up to 7X compared to current NAND flash implementations.
Company release
The European Commission (EC), the administrative and executive body of the 28-nation European Union (EU), has opened two antitrust investigations into the behavior of Qualcomm with regard to its market dominance of semiconductors used in consumer electronics.
EE Times
Oculus, the virtual-reality headset maker that Facebook bought last year, said Pebbles "will be joining the hardware engineering and computer vision teams at Oculus to help advance virtual reality, tracking, and human-computer interactions."
The Wall Street Journal
Intel plans to produce its first "10-nanometer" processors in the second half of 2017, CEO Brian Krzanich said Wednesday. Intel hadn't given a start date for the process before, but many observers had expected it to arrive some time next year.
Computerworld
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