Though Samsung provides a tight supply by reducing production of memory in order to maintain prices high, there will be a decline of memory prices in the fourth quarter even larger than expected.
Micron’s gross margin of the first fiscal quarter is not less than 59.6% according to its analysts. Micron’s stock increased 7.1 percent to $47 in after-hours trading. The revenue and profit of the fourth fiscal quarter reported by this company exceeded analysts’ expectations.
In the first half of this year, ZTE was banned from using US companies' chips and operating systems. ZTE indicated that it had developed 5G core system chips with 7nm and 10nm processes for 5G terminals.
A major conference on artificial intelligence was held at Pennsylvania State University in May. It’s a good opportunity to investigate whether Intel (INTC), Nvidia (NVDA) and Xilinx (XLNX) can dominate the computer industry in the future.
Having overtaken Apple to become the new No.2 in smartphones in the second quarter, Huawei recently introduced a new flagship chip, which is expected to further increase its market share...
The industry said that Intel will outsource some orders to TSMC. Intel will consider giving priority to server processors and high-end chipsets. "seeking for foreign aid" has become the fastest solution at present.
Three major components of investment in the data centers continues to increase strongly despite the trade war. The worldwide Ethernet switch market (Tier 2/3) achieved an increase as well as server and storage. Elinfor’s prediction about the data economy is positive.
Chips made at home only meet less than 20% of domestic demand in 2017. More than 300 Taiwanese senior engineers have moved to Chinese chip manufactures this year. ZTE incident of the US-China trade war has accelerated the process of talent transfer. Mainland China prefers Taiwanese talents because of the language and culture. Many of them say that the money earned on the mainland is much more than...
YMTC plans to produce a large number of 64-layer stacked 3D NAND flash chips in the fourth quarter of next year.The 32-layer products are very mature and YMTC has begun to take a small number of orders.YMTC will introduce Xtacking, thereby increasing I/O speed to 3Gbps and expects to turn its gross margin into a positive one with a monthly production capacity of 100,000 tablets.
The secondary fab of Intel is mainly producing 3D NAND flash with 96-layer stack and it is in use now. Intel owns less than 10% shares in global NAND flash market because Intel can’t produce NAND flash independently. because Intel can’t produce NAND flash independently. The fab 68 in Dalian will be the production base of Intel’s NAND flash, and 70% NAND flash will be produced there. And on 3D XPoi...
