According to the latest laptop shipment market survey report, global notebook shipments in the third quarter of 2018 were 42.68 million units, a quarterly increase of only 3.9%, compared with the previous estimate of 5-6% quarterly growth rate, about 2% less. The main reason is the impact of CPU shortage. The current inventory of the…

TSMC announced that it has approved a $3.36 billion for new fab facility construction, and advanced-node and specialty technology upgrades and related capacity expansions. TSMC pointed out that the capital budget will be used to build factories, expand and upgrade advanced process capacity, upgrade special process capacity, convert logic process capacity to special process capacity, and…

Intel 10nm is more like 7nm of TSMC’s in terms of density, performance and power efficiency.  Intel decided not to use EUV caused them a lot of time, but it appears that they are going to use EUV in their upcoming 7nm product.  Once they got their 10nm circuit done, they can move to 7nm…

Micron Technology Inc. said late Thursday it plans to buy out Intel Corp.’s share of a flash memory joint venture that the two chip makers have participated in for more than a decade. Under the previous agreement, Micron will sell 3D Xpoint memory wafers to Intel for one year after the acquisition. At the end…

Intel may take more time than expected to restore normalcy to the situation that afflicts the own production chain and, in fact, is defining a fourth quarter far from rosy. According to the latest statements coming from the partner, the Taiwan, China Compal Electronics first of all, the company of Santa Clara will not be…

On Tuesday, Qualcomm accused Apple of trade secret theft, having filed a lawsuit against the Cupertino-based electronics giant that alleges the company stole a large number of its protected modem technologies and provided them to Intel with the goal of improving the modems made by its rival, ultimately benefitting the new iPhone models. Apple has been…

The tight supply of Intel’s 14nm processors is set to affect negatively notebook shipments worldwide in the second half of 2018, which will likely drag down further DRAM prices. The shortage of Intel CPU supply has intensified in recent days. At present, in addition to the general PCs such as notebooks and desktops, the server…

In the global NAND flash market, Samsung, Toshiba, Western Digital, Micron, SK Hynix and Intel account for the majority. NAND flash memory is also an important area that China has been catching up with in recent years, especially Yangtze Memory Technologies Co., Ltd. (YMTC), which invested US$24 billion in Wuhan to build China’s largest storage…