Samsung Leads TSMC 10nm Ramp by 3 Months and Cuts TSMC's Mid-Node Advantages on 8/6nm Introductions
What's new?Last week, Samsung Electronics Co Ltd (005930 KS) announced to have shipped more than 70,000 wafers of its first-generation 10nm LPE...
406 Views
Semi-Equipment Top Pick: Long Term Secular Winner
In sweet spot of semiconductor equipment spending. More than 50% of wafer fabrication equipment ('WFE') spending is in deposition and etch, which...
484 Views
Challenges and Risks Ahead for Intel; Part 2 on Microsoft's Olympus Platform to Invite Competitors
Summary Microsoft invites Intel's competitors to cloud: At 2017 Open Compute Project Summit, Microsoft announced a collaboration with Qualcomm's...
230 Views
Would Toshiba Sell Its 100% of Memory Business to SK Hynix/Hon Hai? Unlikely
What's new?According to Korea Herald news and copied by Economic Daily and Commercial Times, SK Hynix Inc (000660 KS) and Hon Hai Precision...
234 Views
Challenges and Downside Risks Ahead for Intel Due to Lack of 10nm
Challenges ahead for Intel due to lack of 10nmIn addition to Advanced Micro Devices (AMD US) is rolling out its 14nm Ryzen gaming CPU 1800X at the...
268 Views