TSMC warns soft phone/crypto & flat capex!
Does this impact DRAM?
Can Intel keep Apple?
We love Tesla (Model 3)!… Read More
TSMC Adds Negative Semiconductor News
Tag: apple
Samsung is Starting 7nm Production with EUV in June
There is a report in the Seoul Economic Daily that Samsung has completed development of their 7nm process using EUV and that production will begin in June. What is claimed in the report is:
- The process is installed in the Hwaseong S3 Fab
- Samsung has more than 10 EUV systems installed
- Production starts in June with Qualcomm, Xilinx,
Qualcomm’s New Spectra ISP and Camera Modules Enable Nextgen AR
The mobile VR and AR space has been evolving rapidly, with many different players innovating in recent months. Companies like Apple and Google have been innovating on the software and hardware front, but others have been working diligently to support some of these efforts as well. One of those companies is Qualcomm with their support… Read More
Deal Struck for Sale of Toshiba NAND to Bain Apple and Others
What does it mean for the skyrocketing memory sector? In a last minute plot twist, Bain capital appears to be the winner in the auction of the Toshiba memory unit. The Bain consortium includes a strange cast of characters including Apple, Dell, Seagate, Kingston Technology, Innovation Network Corp of Japan and Development Bank… Read More
Smart Speakers: The Next Big Thing, Right Now
There are many “next big thing” possibilities these days in tech but mostly behind the scenes; few are front and center for us as consumers. That is until smart speakers started taking off, led by Amazon Echo/Dot and Google Home. The intriguing thing about this technology is our ability to control stuff without needing to type/tap/click… Read More
Integrated Photonics Accelerates with Entrance of TSMC and TowerJazz Foundries
I’m writing this from the Boston airport on my way home from four straight weeks of PIC (photonic integrated circuit) related travel. It’s been a grueling but very rewarding four weeks and the big take away from this month is that there are now many more signs in the market that integrated photonics is reaching a real tipping point.… Read More
Apple Going (IP) Vertical with no Imagination!
What conclusion could we derive from the recent (April 3) PR from Imagination where we learn that the company “has been notified by Apple Inc. (“Apple”), its largest customer, that Apple is of a view that it will no longer use the Group’s intellectual property in its new products in 15 months to two years time, and as such will not be … Read More
This Apple Fell a Little Further from the Tree
Some companies are famously, even obsessively secretive about internal development. We never get to see discussion of areas they are working on (other than through patent filings) – we only see the polished and released product/service. Amazon is one such company but Apple must rank for many of us as the pre-eminent company in … Read More
Final SemiWiki Book Signing at REUSE 2016!
It has been a hectic year for the semiconductor industry so now is a good time to reflect on how we got to where we are today in hopes of better understanding where we are going tomorrow.
Given the importance of semiconductor IP (the $32B ARM acquisition by SoftBank for example) I would strongly suggest attending the REUSE 2016 event… Read More
Apple Car Crumble
Software, mechanical and electrical engineers working for auto makers received a huge self-esteem injection this week as events unfolding at Apple suggested that the company had abandoned long-rumored plans for building a car. Considering the fact that Apple still hasn’t delivered a decent navigation app with traffic services,… Read More