At the SEMI International Strategy Symposium last month, one of the keynotes was by Jim Elliot, the CVP of Memory Marketing for Samsung. Unfortunately, due to some personal emergency, he wasn’t able to make it. But he did allow the slides of the presentation he would have given to be put up on the SEMI website. So here, for the… Read More
Tag: samsung
TSMC vs Samsung!
One of the trending topics in Taiwan last week is the escalating conflict between Samsung and TSMC. This time however it is of a legal nature which has been a long time coming for the semiconductor industry. Reverse engineering has been an integral part of the semiconductor business since the beginning, as has intellectual property… Read More
FD-SOI at Samsung
Various foundries have made announcements about licensing FD-SOI technology from ST Microelectronics and then fallen quiet. GlobalFoundries made an announcement a couple of years ago. Samsung made an announcement just before DAC last year. But neither company has said anything much since. Of course the big noise at 14/16nm… Read More
Samsung Continues to Top 300mm Wafer Capacity
In 1992, when Samsungbecame the largest producer of memory chips, it was not in top10 list of semiconductor companies. It was ranked at #11. Since then it has strived to attain higher ranks in the top10 list. In around 2000, it climbed to the ranks of top5 and then since 2002 until now it is at #2 in the worldwide semiconductor sales which… Read More
Samsung and Apple: What is Really Going On?
Apple reported that it sold $74.6B in products last quarter, and earned an all-time record (for any company) $18.06B in profits. Sammy reported its lowest quarterly profit since 2011 at $21.3Bk, down almost a third.
In 2013 mobile had been 70% of Sammy’s profits so any drop in revenue or profitability would have an amplified… Read More
Will the Apple A9 Fall Flat?
Several months ago we had suggested that we were concerned that Apple’s A9 processor would wind up being 20nm planar (maybe 14nm planar) rather than the expected 14nm FinFET. As we are now under 9 months from a likely launch time for Apple’s next gen IPhone the timing for getting a 14nm FinFET processor on board the phone… Read More
FDSOI jump-start 2015 in Tokyo this week
This news in May 2014 that Samsung had licensed FD-SOI Technology from ST-Microelectronics was really amazing, as most of the industry was expecting this kind of agreement, but not with the #2 SC Company. But since May 2014 the news flow has been quite reduced, we can imagine that both SC companies had a lot work to do for transforming… Read More
Tizen to connect Samsung’s world – Can it set new equations?
The USA has very good culture of demonstrating new innovations in every industry by way of conferences, exhibitions, workshops, large meetings and so on. The Consumer Electronic Show (CES) is one of its kinds which exhibit new electronic products that tell about which way the industry is heading. Electronic products are final… Read More
Tizen, Is It a Thing?
I’m not at CES so I’m reporting second hand. But Samsung made some announcements and, since they didn’t make any mobile announcements, people were disappointed. Like Don Dingee, I think that any major mobile announcements will be done in March at Mobile World Congress. Although CES is starting to get a little… Read More
Is Fab Business The Forte of APAC?
A little ago, I was looking at the top20 semiconductor companies in the world and was surprised to see a couple of large companies in Taiwan and South Korea garnering >34% of total sales (See – Look who is Leading the World Semiconductor Business). This time it’s another surprise, when I look at IC Insights report on global 300mm… Read More