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South Korea's LG said in a filing on Monday it agreed to sell a stake in silicon wafer producer LG Siltron to SK Holdings for KRW620 billion (US$531.9 million).
Reuters
Texas Instruments Inc., the largest maker of analog semiconductors, forecast first-quarter revenue and profit that may top projections, indicating stronger demand from makers of industrial equipment.
Bloomberg
TSMC is expected to undergo risk production of 7nm chipsets this year, and mass production next year, while Samsung now also cites an aggressive roadmap for "early 2018," meaning that the Galaxy S9 will most likely flaunt a 7nm processor.
PhoneArena
"The Snapdragon 835 won't be available in large quantities until after the Galaxy S8 launches," source said.
Forbes
The core of the new attack from Apple and the FTC is aimed at Qualcomm's practice of charging royalties based on a device's total value, as opposed to just the value of the mobile chips inside the device.
Fortune
EDA firm ATopTech has filed a voluntary petition under Chapter 11 of the Bankruptcy Code in the US Bankruptcy Court for the District of Delaware.
Company release
Texas Instruments laid off a small but undisclosed number of people mainly in Silicon Valley as part of a restructuring of its Analog and Embedded Processing groups. No products will be eliminated in the reorg.
EE Times
The higher battery density of the Galaxy Note 7 compared to its predecessor was not the root cause of the phones catching fire, according to Samsung Electronics' mobile boss DJ Koh.
ZDNet
Apple has sued Qualcomm accusing it of monopolizing the market for chips for wireless devices and withholding $1 billion in retaliation for cooperating with South Korean antitrust authorities.
Bloomberg
Four foreign investment funds have reportedly offered to take a stake in Toshiba's memory chip operations should the Japanese electronics giant spin off the business.
Nikkei Electronics Asia
The US International Trade Commission began a patent infringement probe on Wednesday after ZiiLabs charged that several firms were importing products to the US in violation of its patents on graphics processors and DDR memory controllers. It identified 17 firms whose products it wanted to examine, including AMD, Lenovo, LG Electronics, MediaTek, Motorola Mobility, Qualcomm and Sony.
Reuters
The Chromebook Plus is powered by an unnamed ARM-based chipset, but it seems most likely that this is either an Exynos chipset or one from Rockchip, the latter being the most likely based on the evidence we've seen so far.
9to5Google
China's government has conveyed its concern over Foxconn Technology Group billionaire Terry Gou's plan to expand the Apple assembler's operations in the US after President-elect Donald Trump takes office, people familiar with the matter said.
Bloomberg
ASML's forecast for its first-quarter profitability has topped analysts' estimates, as Europe's largest semiconductor-equipment maker won orders for six more of its newest lithography machines in the fourth quarter.
Bloomberg
Qualcomm used anticompetitive tactics to maintain a monopoly over semiconductor supply, the Federal Trade Commission alleged in a complaint on Tuesday.
ZDNet
Toshiba is looking to sell a minority stake in its core semiconductor business to Western Digital, a source said, in a bid to dull the blow from a looming multi-billion-dollar writedown on a US nuclear acquisition.
Reuters
The Crossbar ReRAM for embedded non-volatile memory applications is in production at partner foundry Semiconductor Manufacturing International (SMIC) using a 40nm CMOS process and is sampling to SMIC customers, according to Sylvain Dubois, Crossbar's VP of strategic marketing and business development.
EE Times
China's push to develop its domestic semiconductor technology threatens to harm US chipmakers and put America's national security at risk, the Obama administration warned in a report that called for greater scrutiny of Chinese industrial policy.
Bloomberg
The results of the investigation will likely be announced on Jan. 23, a day before it announces detailed fourth-quarter earnings results, said the person, who was not authorized to speak publicly on the matter and declined to be identified.
Reuters
A non-volatile memory technology based on carbon nanotubes that's poised for commercialization in 2018 is expected to be more disruptive to enterprise storage, servers and consumer electronics than flash memory, according to a new report from BCC Research.
Computerworld
Momentum behind the push to transition the semiconductor industry to 450mm wafers - which seemed substantial just a few short years ago - now appears all but dead, at least for now.
EE Times
Rosenblatt Securities's Jun Zhang today reiterates a Buy rating on shares of Qualcomm, and raises his price target to $75 from $70, writing that the company's set to ride the wave of smartphone sales by Chinese phone makers Vive and Oppo.
Barron's
Two senior China executives defended the country's big bet on its semiconductor industry here a week after a White House report called for international action against practices it called unfair. Executives from fab and capital equipment companies said the China government is not being unfair in the way it supports its still-infant industry.
EE Times
Corephotonics, an Israeli maker of dual camera technologies for smartphones, said on Wednesday it raised $15 million in a funding round that included Samsung Ventures, iPhone manufacturer Foxconn and chipmaker MediaTek.
Reuters
HTC is officially hosting a press event later this week, on January 12, when it's likely going to announce (at least) two new smartphones.
PhoneArena
Recently Qualcomm claimed that it'll be the only ARM partner that will support x86 apps on its platform. Now, ARM executives clarify that not only Qualcomm, but any other manufacturer out there will be able to run x86 apps on its platform - whether its Samsung, Apple, Huawei or others.
WCCF Tech
Panasonic, Qualcomm team up for next-generation Android-based in-vehicle infotainment system (Jan 5)
Using a Qualcomm Snapdragon 820A processor, this concept system is based on the latest version of the Android OS (7.0 Nougat), which is designed to provide automakers with a superior, high-performing platform to quickly develop cloud-connected infotainment systems.
Company release
Samsung Electronics has reported a 50% profit surge in its guidance for the fourth quarter despite the fiasco with its flagship Note 7 phone. The earnings estimate is higher than analysts predicted and would mark its highest quarterly profit since 2013.
BBC News
After being the first to reach 22nm then subsequently 14nm FinFET, Intel's chip development pace has slowed considerably for the move to 10nm with many losing confidence in Intel's ability to maintain a chip manufacturing advantage over competitors such as TSMC, Samsung, and Globalfoundries.
CustomPC
Intel announced a new modem chip for smartphones using faster 5G technologies as it seeks to outpace rival Qualcomm in the battle for next generation mobile gear.
Fortune
Renesas Electronics has created a prototype for a fully self-driving car equipped with company's own semiconductors, which help control the vehicle as it moves forward, turns and stops.
Nikkei Electronics Asia
Transistors on Intel's 10nm generation will still be denser than those on today's 14nm chips-as well as other companies' 10nm offerings, said Intel senior fellow Mark Bohr.
IEEE Spectrum
Samsung Electronics is likely to forecast its best quarterly profit in nearly three years on Friday, analysts said, with robust memory chip sales easing the pain of the costly failure of a flagship smartphone.
Reuters UK
SoftBank has lined up chip maker Qualcomm as an investor in the Japanese firm's new technology fund, helping the massive portfolio reach its $100 billion goal, according to people familiar with the matter.
Wall Street Journal
More than 177,000 people attended CES last year, making CES 2016 a record-breaking year.
ZDNet
The Obama administration is finalizing a study that could lead to restrictions on Chinese investment in the US semiconductor sector.
Wall Street Journal
At CES 2017, Qualcomm plans to showcase its Snapdragon 835, but more than that, it also intends on unveiling another Tango-enabled smartphone, but this time belonging to ASUS, and it is named the ZenFone AR.
WCCF Tech
Apple will trim production of its iPhone family around 10% on the year in the first quarter of 2017, according to calculations by The Nikkei based on data from suppliers.
Nikkei Electronics Asia
The sell-off of Toshiba shares continues following news that the Japanese electronics maker could write down US nuclear assets by several billion dollars - a strong blow the company's fragile finances could have difficulty handling, investors fear.
Nikkei Electronics Asia
Two shops this morning offer data on China's mobile market, Cowen and Bernstein, with slightly different implications as far as the health of wireless chip vendor Qualcomm's business.
Barron's
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