Around the web
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Taiwan Semiconductor Manufacturing Company (TSMC) is poised to secure a crucial order from IBM for premium server chips, validating the company as a serious challenger to global chipmaker Intel in the high-value data center market.
Nikkei Asian Review
5G will unlock the potential of artificial intelligence, Samsung's network boss says, and the South Korean tech giant will invest $22 billion in the next-generation network to secure 20 percent market share by 2020.
ZDNet
Dialog Semiconductor said on Wednesday it was not seeing a hit to demand from its main customer, Apple, after some suppliers issued profit warnings due to weakness in iPhone sales.
Reuters
Dell on Thursday raised its offer to buy back shares tied to its interest in software maker VMware to $23.9 billion from $21.7 billion, prompting billionaire investor Carl Icahn to abandon his campaign to scupper the deal.
Reuters
Cisco stock rose 5 percent after the company reported better-than-expected earnings for the first quarter of its 2019 fiscal year.
CNBC
At this point, Samsung apparently just wants to fold all the things.
BGR
Larry Kudlow confirms that Treasury Secretary Steven Mnuchin has restarted trade talks with his Chinese counterpart
CNBC
The U.S. decision to cut off a Chinese state-backed chipmaker from U.S. suppliers amid allegations the firm stole intellectual property breaks World Trade Organization rules and aims to protect a U.S. monopoly, China told a WTO meeting on Tuesday.
Reuters
"It is alarming to uncover that producers are labelling black powders as graphene and selling them for top dollar, while in reality, they contain mostly cheap graphite"
New Electronics
Blockchains can be used to create "smart contracts" to guarantee other agreements between two parties.
BBC News
An earlier 5G-only modem, the XMM 8060, "is becoming a development platform" rather than a commercial product, said an Intel spokeswoman. Thus Intel "will miss the 2019 5G launches, but it is targeting large-scale rollouts from customers such as Apple and [partner] Spreadtrum," said Malik Saadi, vice president of strategic technologies for market watcher ABI Research.
EE Times
The next generation console war is coming
The Verge
Samsung expects to ship a million of these newfangled devices, but the price will be steep
The Verge
Arm will ease up its investment in research and development after two years of rapid growth even as it pushes to meet ambitious targets of doubling its UK headcount by 2021.
The Telegraph
German chipmaker Infineon Technologies took a further multi-million euro provision to cover a legal dispute, overshadowing strong quarterly results and an upbeat outlook to send its shares sharply lower on Monday.
Reuters
Shares in iPhone parts supplier Lumentum plunged after the maker of optical devices on Monday cut its fiscal second-quarter revenue guidance by roughly 17% and its profit outlook by 25%. The slashed guidance sent down shares in presumed customer Apple.
Investor's Business Daily
Infineon Technologies has acquired Siltectra, a start-up based in Dresden. A purchase price of EUR124 million was agreed on with the venture capital investor MIG Fonds, the main shareholder.
Company release
Mitsubishi Chemical Corporation has announced that on October 30 in the first trial, it obtained a judgment recognizing the infringement of its patent for red phosphor in China by Yantai Shield Advanced Materials.
Company release
"This will be one of Japan's biggest IPOs yet, with proceeds expected to reach around 2.5 trillion yen ($22 billion). "
Nikkei Asian Review
Lenovo's results are strong, buoyed by the break-even of Motorola worldwide
ZDNet
Xilinx has hired Barclays to advise on a bid to acquire Mellanox after approaching the chipmaker with an offer, according to people familiar with the matter, continuing a trend of consolidation in the semiconductor industry.
CNBC
Ford Motor said it acquired Spin, a San Francisco-based scooter-sharing company. For Ford, the deal adds scooters to a sprawling array of future transportation services, which already include autonomous vehicles and on-demand shuttles.
Bloomberg
Toshiba will wind up its UK nuclear arm, dealing a potentially fatal blow to plans for a new nuclear power station after a sale efforts to offload the business failed.
BBC News
Amazon Web Services will begin using AMD's processors
Bloomberg
Apple has signaled disappointing demand for the new iPhone XR, telling its top smartphone assemblers Foxconn and Pegatron to halt plans for additional production lines dedicated to the relatively cost-effective model that hit shelves in late October, sources say.
Nikkei Asian Review
A report from Fast Company says that Apple will go ahead with using Intel modems for the first 5G iPhone, set to launch in 2020.
Digital Trends
U.S. semiconductor supplier Broadcom has made a patent claim for more than $1 billion against Volkswagen.
Reuters
China has promised to further cut import tariffs and open its economy as it tries to address criticisms that its trade practices are "unfair".
BBC News
Expect to see that along with a foldable phone on stage in Las Vegas.
engadget
Start-up Royole has unveiled the world's first bendable smartphone.
CNBC
The mediation committee for the dispute between Samsung Electronics and its former employees suffering from work-related illnesses announced the finalized settlement for the two parties, with the plan including compensation of up to 150 million won (US$132,000) per illness.
Yonhap News
Cisco has 400G Ethernet switches that fall into two camps: The Nexus 9000 family aimed at large enterprise networks and the 3400-S class for hyperscale users.
Network World
The U.S. Justice Department on Thursday unveiled an indictment against two companies based in China and Taiwan and three individuals.
Reuters
Intel's exclusive deal to provide modem chips for new iPhones has strained its ability to supply such longtime personal computer partners as Taiwan's Acer and Asustek Computer, which face shortages of a key component heading into the year-end shopping season, industry sources said.
Nikkei Asian Review
Over 2.6 billion people are now using Facebook, WhatsApp, Instagram or Messenger every month.
engadget
The Japanese electronics firm raised its annual profit forecast to 870bn yen ($7.7bn), up 30% from estimates given in July.
BBC News
The company posted KRW 65.46 trillion in consolidated quarterly revenue, up 5.5 percent from a year earlier, and KRW 17.57 trillion in quarterly operating profit, up 20.9 percent.
Company release
Baidu's new driverless car takes on Tesla
CNN
Samsung Electronics slashed 2018 capex by more than a quarter on Wednesday and warned of lower profit until early next year, calling an end to a two-year boom in memory chips that fueled record third-quarter profit.
Reuters
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