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1. TSMC has confirmed that the European Union antitrust investigation faces a maximum penalty of $3 billion;
Set of micro-network news, Bloomberg reported that TSMC first confirmed that it was receiving a preliminary investigation by the European Commission to clarify whether the semiconductor sales of opponents alleged violations of fair competition.
According to the November 14 reporting data, the EU authorities have requested TSMC to provide relevant data and documents on September 28. TSMC said it would fully cooperate with the investigation to provide the relevant data, but in view of the initial phase of the investigation, the follow-up progress and possible results or impact could not be assessed.
TSMC's leading position draws rivals to attack with commercial strategy, this year, Reuters reported that TSMC's rival, the second-most Fab Groffand, has asked the European Commission's antitrust authorities to investigate TSMC and alleged that TSMC has affected Groffand's market competitiveness in years of unfair competition.
At the time, the news, TSMC a D R (US depositary voucher) intraday fell, but at the time, TSMC pointed out that no company received any text to investigate the TSMC, and said that the internal mechanism, has always adhered to the rules and regulations, and to show respect for customer choice, the relevant allegations groundless. However, TSMC confirmed yesterday that it was under preliminary investigation.
At the time, Reuters reported that Groffand had complained to the European Union that TSMC's unfair use of loyalty rebates, exclusivity clauses, bundled rebates and even fines to prevent users from turning to rivals has already affected Groffand's competitiveness.
IHS Statistics, 2016 TSMC to 50.6% of the market share, won the global wafer Foundry champion, Groffand is 9.6% times, UMC and Samsung Electronics 8.1%, tied third.
According to the research Institute of IC Insights survey, last year, the global wafer foundry output amounted to 50.005 billion U.S. dollars, TSMC last year, the city accounted for 59%, stable leading position; Groffand City accounted for 11%, ranked 2nd.
Intel had been sued for unfair competition a decade ago and paid a fine of $1.06 billion for the record. According to the European Union's penalties, if the company is found to be illegal, the heaviest 10% of the global revenue penalty, with the IC insights data, TSMC's revenue of nearly 30 billion U.S. dollars, if found to be illegal, the maximum fine will close to $3 billion.
2. Global AI chip orders swept the first round of the big fear gap;
Artificial intelligence (AI) in various fields of application such as springing up, recently including medical, intelligent city, Industry 4.0, automatic driving, unmanned aircraft, and even national defense security and other fields of AI chip commissioned orders from the overwhelming, AI business opportunities have been global semiconductor industry as the cornerstone of the next golden Decade, AI needs high-speed operation, high-speed transmission, sensing, wired/wireless links and power management technology, will be a considerable demand for new chips, making domestic and foreign chip suppliers bullish on AI generation opportunities will rise dramatically. However, since AI applications are still at the stage of innovative development and experimentation, and there is no uniform standards and specifications can be followed, in the face of the need for customers across the technology and the field of chip solutions to support, Taiwan IC design manufacturers bluntly, in the short term can eat the AI market pie chip supplier, will be a first-line IC design manufacturers, Design services companies and IP suppliers mainly, Taiwan plant including MediaTek, creative, Core, Zhiyuan, Livan and Crystal Heart will have a better chance. Although the AI application market prospects, but the real need to identify the brand factory and Terminal Services providers are not many, most of the industry is still in a multi-party attempt, because the AI application involved in the level of too wide, a number of new AI workers, in the face of a large amount of money raised, Of course, want to create a very differentiated terminal products and services content, therefore, the need for new chip solutions support. Taiwan IC designers pointed out that these have not been involved in the semiconductor field, but understand the needs of their own chip specifications of the emerging AI applications customers, because the chip solution technology requirements are high, and even involved in many different application specifications, although these companies are not small, But still actively looking for large-scale IC design companies and design services to seek cooperation opportunities, after all, this cross-platform, across the field of support services requirements, not generally small and medium-sized IC design companies can play. 2017 Taiwan Department of Design services such as creative, the core and Zhiyuan, and so on, continue to undertake medical, intelligent city, Industry 4.0, automatic driving, unmanned aircraft, even national defense security has never seen the chip commissioned orders, you can see that the AI business opportunities in fact has been overwhelming, and the strength of Wang, Crystal Heart IP business continued to grow, Also highlights the AI customers to stress fast, ruthless, accurate new business model. Moreover, as many AI applications are almost completely unfamiliar with the semiconductor field, there is an urgent need to buy enough parcel services, so that Taiwan Department of Design Services from the beginning of 2017 has not had a rest of the space, and even because of short-term manpower shortage and declined to receive a single phenomenon, 2018 orders are also more than, In addition, TSMC advanced process technology of AI customers and application of a large proportion of creative, core and Livan, such as TSMC major alliance members follow-up revenue and profit growth momentum strong. As for MediaTek, the first-line IC design company such as Lian Yong and Rui Yu, certainly will not give up considerable AI business opportunities and actively in the card position, whether the internal product line complement, or set up a special research team across the platform, cross technology, cross-sectoral resource integration, are to be able to quickly put forward a complete AI chip solution and service content. The industry expects AI chip is very likely to start in 2018 in advance in the terminal consumer electronic products and mobile devices, directly ignite the global demand for AI chip market upsurge, the current stage of the first line IC design company in the new product lines planning, with AI applications as a key project, which, MediaTek and Lian Yong recently launched a variety of new AI chip solutions, hoping to be the top in 2018. Digitimes
3. India commissioned Taiwan Enterprises to develop satellite positioning chip, now costs 10,000 yuan;
Set micro-Network news, India actively develop satellite positioning system, plans to achieve commercialization in the second half of next year. Mishra, director of the Indian Space Applications Center, said 17th that the centre commissioned Taiwanese companies to manufacture and test the development of the receiving signal locator chip.
"Our positioning system will be commercially available as early as the second half of next year," Mishra (Tapan Misra) said in an interview with the Chinese network of Japanese economic news. 」
The report said that India's self-developed satellite positioning System ("navic"), which covers only the surrounding areas of India, has attracted much attention as an alternative to the US Global Positioning System (GPS).
Mishra said: "2019 use mobile phones, should be able to receive location information. 」
The Centre for Space Applications is one of the departments of the Indian Aerospace Research Organization (Indian Organisation, ISRO), which is responsible for the development of satellite-equipped devices such as radars. Satellite positioning System (ISRO) satellites are responsible for launching, but the Space Application Center will develop the receiver signal locator chip.
But the report says India's technical limitations on the development of satellite-positioning systems cannot be accomplished solely by the power of India's government and companies.
For the location chip receiving the signal, the report quoted Mishra as saying: "We are paying Taiwanese companies to entrust them with manufacturing and testing." But he did not mention the name of the enterprise.
According to reports, Mishra said, chip prices "now a whopping 100,000 rupees (about 10,000 yuan), can not become a smart phone and other standard equipment." Need to be reduced to $1. "From this point, it may not be possible to work with Taiwanese companies."
4. Toshiba: Do not consider accepting a separate investment by the Bain Consortium members
Sina Science and technology news Beijing time November 17 morning, Reuters reported that Toshiba said in Friday that the company did not consider accepting a member of the Bain Capital Consortium to invest in the storage chip business alone. Earlier, the consortium had agreed to buy Toshiba's storage chip business at $18 billion.
Japan's Yomiuri Shimbun reported earlier that Toshiba was considering replenishing Capital for its subsidiary, Toshiba Memory, and that the investment would come from a member of the Bain Capital Consortium.
Toshiba agreed to sell the chip business to the consortium in September, thanks to the debt of the US nuclear business bankruptcy. Other members of the consortium include SK Sea Lux. Toshiba reiterated the company's position in Friday that it plans to complete the deal by the end of March.