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AMD Licenses x86 To China

AMD has licensed x86 technology to China. Under a deal with Tianjin Haiguang Advanced Technology Investment Co (THATIC), AMD will set up a joint venture company to make x86-based processors for servers made and sold in China. In return, AMD gets a licensing fee of $293 million plus royalties of which it has already had $52 million. Intel will not ...

Are Drones Going To Be A Big Deal?

Could drones really be a big deal? Well Intel and Qualcomm certainly seem to think so and a report from Business mIntelligenceg forecasts  19% CAGR for the drone market between 2015 and 2020 with some hefty numbers. They’re talking about a $9 billion market this year. In the US, BI believes that the law will  allow low-altitude flights of small ...

Cellphone Apps Processors and Signal Conversion ICs to lead 2016 market

The fastest growing IC product of 2016 will be Cellphone Application MPUs and Signal Converstion (DACs, ADCs) devices, says IC Insights which will each grow at 10% this year. The market for 32-bit MCUs is forecast to increase 8% with “intelligent” cars the catalyst for much of this growth. Driver information systems and many of the increasing number of semi-autonomous ...

Foundry Grew 4.4%; GloFo No.2.

The foundry market grew 4.4% in 2015 to $48.8 billion, says Gartner. “Foundry growth was only possible from the high wafer demand by Apple and the revenue conversion of a few integrated device manufacturers (IDMs) to foundries,” says Gartner’s Sam Wang. TSMC, grew 5.5% in 2015, driven by the success of 20 nm planar and 16 nm FinFET. GloFo was ...

ST’s MEMS Business Keeps On Declining

ST’s declining position in MEMS, once the jewel in its crown, sees no sign of ending. According to Yole Development, ST’s MEMS revenues have declined for three years running. For ST, which had been given the No.1 position in the MEMS industry because Pasquale Pistorio had invested in MEMS development several years ahead of the market, this is a humiliation. ...

March Bounce For TSMC

Industry bellwether TSMC had a revenue bounce in March with sales of $2.26 billion which is 22.7% up on February’s sales of $1.86 billion. TSMC’s March revenue was pretty well flat with the $2.23 billion of March 2015. TSMC’s YTD revenues of $6.3 billion are 8.3% down on the Jan-March 2015 revenues of $6.9 billion. By contrast, UMC’s March revenues ...

PC Sales Carry On Falling

The PC collapse continues. IDC reports an 11.5% y-o-y drop in unit shipments in Q1 2016 compared to Q1 2015 to 60.6 million. Q4’s y-o-y drop was 10.6%. The main reason is because people are buying mobile devices not computers. As the market declines, the top players gain market share. Lenovo now has 19.3%, HP has 17.6%, Dell has 14.1%, ...

Asustek Cuts Back On Intel Mobile SoC Orders

Asustek, Intel’s largest client for smartphone platforms, is reported by Digitimes to have cut back orders for Intel’s mobile ICs because of a delay on the supply of Intel’s 4G SoFIA LTE chip. The scale of the decrease in ordering Intel chips is reported to be from six million SoCs in 2015 to below five million in 2016 and possibly ...

Grim and Gloomy

Chip market forecasting is not what it used to be. In days gone by, even top ten semi CEOs could differ by 100% on something so fundamental as the size of the total semiconductor market. In October 1995, the Chairman of Philips Semiconductors said that the 2000 market could be “nearer $400 billion than $350 billion”. In January 1996, WSTS ...

Quarterly Reporting May End

Quarterly reporting of company results could be on the way out. The Investment Association, whose members own a third of the shares in the FTSE, is to publish a report later this week which is to recommend an end to the quarterly reporting practice. The IA believes the practice reduces management focus on long-term thinking to the detriment of their ...