Set micro-network to launch integrated circuit micro-letter public number: ' Every day IC ', major news immediately released, every day IC, every day set micro-net, product micro-Cheng! Replication Laoyaoic Micro Letter public number search adds attention.
1. The Wall Street Journal: Qualcomm's takeover will be a protracted battle;
The announcement in Monday that it was planning to nominate a group of its own candidates into the Qualcomm board showed that Bo was preparing for a protracted battle over the acquisition of Qualcomm. It did not change its bid for Qualcomm in Monday on the one hand because it did not bid for rivals, and the serious problem of pressure on Qualcomm's share price would not soon disappear.
Bo Tong (Broadcom Ltd., avgo) Monday morning clear two points: one is still interested in acquiring Qualcomm (Qualcomm Inc., Qcom), and second is not particularly anxious to buy.
It's not surprising that Bo wants to buy Qualcomm. One months ago, the unexpected bid for a $105 billion takeover of Qualcomm was widely seen as a flip hand, especially given the lack of enthusiasm for the takeover by former rivals. The announcement in Monday that it was planning to nominate a group of its own candidates into the Qualcomm board showed that Bo was ready for a protracted battle.
However, in its Monday statement, Bo did not change its bid for Qualcomm. The purchase price remains at $70 per share, of which $60 is cash. The price is understood to be superior to the pre-war valuation of Qualcomm and the largest customer, Apple Inc., AAPL, the highest value reached by Qualcomm and the world's largest company on the eve of a lawsuit.
Such an offer is unlikely to make a deal. Many Qualcomm shareholders and analysts believe that the price of close to $80 per share is more acceptable, but for now there are good reasons not to act in haste. First, the company did not bid for Qualcomm's deal, and in fact few companies were able to make such a big deal. Second, serious problems that pose a pressure on Qualcomm's share price will not disappear anytime soon.
The legal battle between Qualcomm and Apple escalated last week, with two companies launching new patent infringement lawsuits against each other. Another unidentified company, like Apple, refuses to pay high fees for its patents.
Qualcomm's acquisition of the NXP Semiconductors NV, NXPI, has yet to be implemented, and the situation is becoming more complex. The deal was finalised earlier this year and Qualcomm seems intent on taking the move to diversify its business and use the cash it has been stranded overseas. But the proposed merger has yet to clear key regulatory hurdles, and now there is a strong demand from the radical shareholders of Grace's semiconductor. Qualcomm can offer a higher price, but if there is a big increase now, or if it is considered to be a manufacturing poison pill to frustrate the attempt to finance the takeover.
However, the patience of Bo Tong is not without risk. Boton's insistence on nominating new directors is actually betting that Qualcomm's shareholders have been completely disappointed and will certainly vote against the company's current management. However, Bo still has to give reasons why he thinks he can do better.
2. Behind the ' merger ': Capital Hunter layout 5G full commercial;
Guo Lichen
[countless leading science and technology stories tell us that no enterprise can fight the cycle forever, stand on the tide, when technology begins to descend, the capital hunters circling the side will follow the scent.]
[The current market capitalisation of about $130 billion, with debt accounting at 68%, is high. The current price is $105 billion and has to inherit a $30 billion debt.]
Brian, a veteran of New York investment Bank, just picked up the first cup of coffee in the early Monday and harvested the biggest news this year: Broadcom, the top ten global semiconductor company, bought a total of about $130 billion (suspected malicious). The top three Qualcomm company. If successful, the trade, dubbed ' all mergers ' by the industry, will become the largest TMT takeover in history.
The news comes as Qualcomm's share price soared and he quickly cleared up his qcom stock.
At the same time, Qualcomm CEO Steve Mollenkov is on a trip to Asia to become a member of the senior business delegation to China's new president, Trump.
' He must not know the acquisition, or it should be in the United States at the moment. This, it is estimated that TMT bankers, Thanksgiving and Christmas have not been. ' After a day's work, Brian exclaimed to the first financial journalist.
The subsequent process was entirely beyond his expectation, and a week later, on 13th, the board unanimously rejected the offer on the basis of ' vastly undervalued value ', and the general rule continued to insist on acquisitions.
On December 4, he nominated 11 candidates for the board, hoping to replace the existing members at Qualcomm's 2018 annual general meeting. Qualcomm quickly responded that the list had been received, but that the move was a blatant attempt to wrest control of the Qualcomm Board to advance its takeover agenda, while the behavior of Bo Tong and Silver Lake Capital (Silverlake) was to require shareholders to decide now on the Non-binding deal proposal.
Whether it is willing or not, Qualcomm, the world's biggest maker of mobile chips, which pioneered technology in the 3G and 4G eras, will be passively embroiled in a final whirlpool at sensitive points in the global technology upgrade: A year ago, he offered $38 billion to try to buy the world's biggest auto chip supplier, Grace Semiconductor. Nxpsemiconductors, hereinafter known as ' Eun-ji ', has yet to walk through the antitrust review process and is now being stared at by industry capital Hunter Bo for years as it has been mired in multiple antitrust investigations and lawsuits from its biggest clients.
Over the past 3 years, the overall sales and investment cycle of the semiconductor industry has weakened, and the experience of several related mergers and acquisitions told the first financial reporter, countless led the trend of the science and technology stories tell you that no enterprise can forever confrontation cycle, standing on the tide, when technology began to downlink, hovering in the side of the capital hunters will follow the flavor. 5G is expected to start full-scale commercial early in 2020, before this sensitive period of effort to survive, become Qualcomm's biggest challenge.
' All ' merged to lift the waves
One stone stirred the thousand waves, when the Bo Tong issued a sky-price invitation, a wide-ranging war horn has sounded.
The horses were not moving and the fodder first. In Brian's view, whatever the outcome, the largest TMT-like merger in history will involve half of the top investment banks and firms around the U.S.
The simultaneous focus on this mega-merger has been the antitrust agencies around the world. China's Ministry of Commerce spokesman Peak November 9 in a routine press conference, said the Ministry of Commerce has noted the relevant reports, from the current data, the transaction is still in the stage of negotiations. According to the relevant provisions of China's anti-monopoly law, if the transaction is reached, if the legal conditions are met, the Ministry of Commerce should declare the concentration of the operator to review.
November 14, Margarett Wistag Margrethevestager, a strong-known European competition Commissioner, also arrived in Beijing to follow the practice of communicating detailed enforcement of specific cases with China's antitrust colleagues.
' We're still in the midst of a review of Qualcomm's merger with a year ago, and it may be 2018 years before we get a result. ' Wistag said to the first financial journalist after the meeting ended on November 15.
Speaking to the first financial journalist, Thomas Cliffordchance, a partner at Clifford Gentry law firm, said he expected the European Commission to pay close attention to the new case in view of the European Commission's current deep investigation into Qualcomm's acquisition, which would certainly have an impact on existing investigations.
Kauren Wang Lwen (Korenwong-ervin), a former legal advisor to the United States Federal Trade Commission's Office of International Affairs, left George Mason University on September 11 and joined Qualcomm as the head of the internal consulting team of the intellectual Property and competition policy department.
At the end of November and early December, she appeared at a number of Chinese universities round-table seminars. ' The companies that are joining the world are under a lot of pressure to investigate. ' I'll try to do my job and the pressure is at least not on my shoulder, Kauren Wang Lwen told the first financial journalist at a seminar on November 27. '
Interestingly, the US Federal Justice Department (DOJ) blocked a similar scale of mergers and acquisitions two weeks after the offer was made. The lawsuit was filed by the antitrust Division of the U.S. Department of Justice to the Columbia, Dist. Of court to prevent at from reaching a $85.4 billion takeover deal with Time Warner (Warner).
Price game will run through
The bid's game is in the undertow of an acquisition that has sparked widespread concern. It is expected to go through several rounds of bids, according to the rules of the past US capital markets.
' I'm waiting for the next round of Bo's bid. ' Price is the core factor in such mergers and acquisitions, Brian told the first financial journalist. '
In his view, the company is now about $130 billion trillion in market capitalisation, with debt accounting for 68% of its shares, a high percentage. At the present price of $105 billion, but also to inherit Qualcomm's debt of $30 billion, given the financial leverage of the acquisition, the overall balance of assets after the transaction rate will be very high, financial pressure. At present, the bid of Bo Tong, will let all three parties into embarrassment. For Bo Tong, the current bid has almost stretched its own capital chain to the extreme. ' The $70 bid is $60 in cash and $10 in equities, and it's easy to imagine that $60 in cash is the maximum amount of cash that Bo can borrow from the bank, and it's not much money to make up the $10 share price. '
But that price, for Qualcomm's shareholders, is clearly too low. At the global 4G peak in 2014, Qualcomm's share price broke through $80. After a series of negative news, such as the renegotiation of patent fees, intensified competition, and multinational antitrust scrutiny, shares continued to slide. In 2017, the patent dispute with Apple continued to ferment, Qualcomm's share price plunged from $68 at the start of the year to less than $50 a share. In the perspective of shareholders and leveraged financing banks, the stakes are considerable. Since Qualcomm $number's income comes from Apple, it is likely that Qualcomm's share price will be halved and the financing will be questionable, given the risk that Apple is replacing Qualcomm with a high pass, which is not impossible, since Intel is also making a similar chip.
' If Bo is willing to go to $80/share, I'm sure Qualcomm's board will accept it, and if it's a little more sincere, it can make Qualcomm's CEO responsible for the merged new company. But where did Bo find the money? ' said Brian.
Although the bulletin mentions several well-known banks, Brian notes that these banks have issued only a highly confident letter of intent to borrow, not a loan promise letter. ' It means the bank is playing the drums, too. ' he said.
Such a huge merger would not only be closely watched by antitrust concerns, but would make the review process extremely difficult, thanks to the addition of hostile takeovers.
Thomas told the first financial journalist that the antitrust review of the merger of Bo Tong and Qualcomm was likely to fall into a protracted war. He expects the deal to be likely to face multiple antitrust scrutiny in the region, including the European Union, especially since the merger will lead to a concentration of components in some semiconductor spaces, with the EU likely to pay particular attention to the hybrid merger effect.
Mr. Thomas explained that in a bona fide takeover, both parties would cooperate in the same direction to allow the transaction to be approved. But in a hostile deal, the target has a strong incentive to take antitrust as a barrier to mergers and acquisitions will provide a lot of information to argue that the deal will result in anti-competitive effects.
' I went through this process in Oracle and PeopleSoft mergers, when I was on behalf of Oracle, and the takeover goal didn't want to be merged, and antitrust was a major card to prevent the deal from passing. ' They made it very difficult for the European Union and the United States to review the antitrust process, "Mr. Thomas recalls. Eventually, the deal was unconditionally approved, but it went through a long and painful process. '
Why is the capital hunters eyeing
In fact, prior to the official launch of the acquisition of Qualcomm, the two sides have experienced many rounds of the TMT sector to refresh the history of major acquisitions.
Mr. Mark, a former Dutch semiconductor strategist who has been in the acquisition and acquisition of Elise (Iris, alias), and a one-year-old, who left the Qualcomm plan into the bag, has been deeply impressed.
' The Law of science and technology is so, in the downturn of the industry, when your technologies no longer maintain an absolute advantage, it is possible to be targeted by the capital hunters and become financially integrated. Elise described the first financial journalist.
Over the past 20 years, the global semiconductor industry has experienced multiple cycles of ups and downs, along with the ups and downs of mobile phones and internet technology and the impact of the overall economic cycle.
In retrospect, in March 2015, NXP agreed to buy another semiconductor maker Freescale (Freescale) for $11.8 billion, eventually making the merged Grace as the world's largest automotive electronics semiconductor company, taking up the largest share of smart cards; In October 2016, Qualcomm was expected to buy a $38 billion acquisition of Grace, a takeover that created the largest deal in the global semiconductor market.
At the same time, Bo Tong also experienced many acquisitions and acquisitions. The industry's best-known is that, in May 2015, the High-tech (Avagotech, hereinafter referred to as "the High") and Bo Tong announced that the two sides have reached a final agreement, the company in total about 37 billion U.S. dollars in cash and stock acquisition of the world's largest Wi-Fi chip manufacturer Bo Tong, The merged company will be renamed Bo Tong Limited (BROADCOMLTD) and a record-breaking merger case.
Slightly different, Qualcomm's acquisition of the nearly 40 billion-dollar acquisition, Qualcomm, all in cash to complete the payment. And the acquisition of Bo Tong is a clear leveraged buyout. Andy Gao paid $17 billion in cash and $20 billion in stocks. Bo-Tong shareholders hold 32% of the merged company. At that time, it used its own funds and raised $9 billion to the bank to pay the cash portion.
Elise's career has spanned a number of ups and downs over the past more than 10 years, and she has worked in the chip Department of Bo Tong. Memories of the acquisition of Bo Tong in the market, and eventually by the high ' small fish to eat big fish ' experience in mergers and acquisitions, fresh memories.
Elise as Bo Tong Fang, at that time the ' Snake swallow Elephant ' feeling is not unreasonable. On the eve of the takeover in May 2015, although the market capitalisation of 28 billion U.S. dollars, less than the high (about US $34 billion), but the Bo-tong operational level is very healthy. In 2014, the market's revenues were around $8.4 billion, the world's Nineth-largest, and the 2015-year-quarter share was the eighth-highest in the world.
In Elise's view, acquisition of the company's products, technology and talent is the industry's normal, old Bo Tong has been relying on mergers and acquisitions to expand the scale, because the first person is to do technical background, before the merger of ideas or good products. The risk is low, do not have to be able to do, buy a business model product form, the financial situation is knowable. '
But such mergers and acquisitions have continued until they meet the high level of the company with deep Capital acquisitions. Founded in 1961, it was the first HP Electronics department. In 2000, it became a subsidiary of Agilenttechnologies, a company stripped from HP. In 2005, the Silver Lake Fund and KKR-led private equity groups bought the company a $2.66 billion, and arranged it to be listed on Nasdaq in 2009. As production and design costs have risen, the chip industry has been consolidating, and the company has been leading the trend, with several acquisitions, including the acquisition of LSI for $5.6 billion at the end of 2013, and 3 acquisitions in 2014.
' The takeover was quiet and announced. Before the takeover, nobody knew. Recalling the past, Elise said that the old Bo Tong Global only three independent operations division, but after the formal announcement, from the three people responsible for the message to the subordinates to announce the tone, they also feel very suddenly.
And after the announcement, she thought, Bo Tong's several founders want to set up their own, so they sold. ' Because only one of the founders went to new Bo, and the rest were declared retired. '
Elise on the eve of integration left the Bo Tong, and observation of the situation after integration, she found that the whole operation of the idea is to reduce costs, the price of short-term profit chasing, cut off the department, basic research departments and functional departments. In her opinion, such integration is destined to be painful for those who are in it.
In other words, Elise think that capital participation is not a bad thing, ' I heard that the final in the integration of the new company after the life is very good, because the stock price is very strong, in the inside of a year bonus three times times, but can not endure to go. She said, ' Honestly, I think it's good, maybe I'm used to being in a fast-paced company, so I don't feel like I'm being pushed around and I'm probably more concerned with my team and my boss. '
Mark also described a similar journey to the first financial journalist, and his idea of capital hunters was the former CEO of Mr. Moses.
In the eyes of the man who has left the country, Mr. Pu is the Nasdaq-listed American company, although it is in the Netherlands. Since January 2009, when American Richardl.clemmer joined as CEO, the company's atmosphere has become increasingly competitive (push). The CEO of "Rick", who was born of a veteran leveraged buy-out, is one of the world's oldest and most experienced private equity firms, KKR Group.
' Rick worked so hard to sell a good price for a long time, and if he did, his bonus and stock would reach almost 428 million dollars. ' But the awkward fact is that Qualcomm and Eun-ji are not actually merging. '
The future of integration
Two of the way to rely on ' buy and buy ' to expand the scale, while the debt and market close to the Big Mac, if the price of the talks, could create a world's third largest semiconductor company, after Intel and Samsung Electronics.
But whether Brian buys Qualcomm's investors, or those in the industry who have long and high pass business, feel that Qualcomm CEO is strong (strong) and full of ideals, not easy to compromise, which makes the process of mergers and acquisitions to be expected.
But the real issues that Brian and his investment bankers are concerned about include not just where Bo can get enough cash; How and at what cost Qualcomm will end the lawsuit against Apple, which accounts for nearly half of the revenue; Most importantly, where are Qualcomm's technological advantages compared with those of the U.S. companies that are treading on industrial vents and have few rivals?
Qualcomm, which led the trend in the 3G, 4G era, is now in need of a sensitive period of full commercial transformation from 4G to 5G. According to public information, the first global 5G standards will be established in early 2018, the world's major countries are actively promoting the deployment of 5G, the United States, South Korea, Japan and other countries have 2020 to achieve 5G business agenda. China is currently carrying out the second phase of 5G testing, 2018 will carry out a large-scale test group network, 2019 5G network Construction, and strive to achieve commercial 2020.
Kauren Wang Lwen to the first financial reporter said, although the 5G standard has not been set, but in addition to mobile phone products, cars, intelligent refrigerators, and so on, are the future can be authorized mobile electronic terminals.
But in the current 4G era, the bottleneck in the number of smartphones in the lower reaches of Qualcomm has come to the point where technical control is beginning to face challenges. One downstream of the industry to the first financial reporter said that the past Qualcomm ' to the machine billing ' business model dare not speak of the downstream big customers, but also began to openly revolt. Qualcomm's share price has fallen 15% per cent this year to $82 billion, with Apple's global lawsuit and a moratorium on royalties. By contrast, the company's share price has risen 51% per cent this year, with a market capitalisation of $109 billion.
Another real problem is that before the 5G-scale commercial, Qualcomm's technological advantages cannot be realized, and it will not be able to improve its licensing authority. Shortly after the offer was made, there was news that the world's first and third-largest handset maker Samsung and Huawei, after Apple, had suspended the payment of royalties to Qualcomm and demanded a renegotiation of the rates. Although Qualcomm's relevant person in charge of the first time to the first financial journalist denied this rumor, called ' very inaccurate ', however, a number of industry insiders said to the first financial journalist, the rate drop is a major trend, but how to reduce the technical, to profit, to consider the interests of large customers, to consider the legal and policy risks, Also consider the relative fairness to all customers, ' It's a good time '.
Is the fall before the dawn, or the end of the alley, no matter what the outcome, this merger is worth watching.
First Financial daily
3. Qualcomm's indecision about the wisdom of the resistance to the Bo-Tong scored weaknesses;
Qualcomm (QUALCOMM) acquisition of NXP (NXP semiconductors) transaction dragged for more than a year, from the current situation seems to be unable to complete in a short period of time, for Qualcomm, the longer the deal time dragged, Bo Tong (Broadcom) the chance to swoop in will be greater. According to Bloomberg, high-pass stock prices have been weak and shareholders ' discontent has accumulated over the long term, eventually becoming a weakness for the success of the Qualcomm. In addition to the high-pass dilemma stemming from Apple's tort lawsuit, the acquisition of the plan's many uncertainties, but also put Qualcomm in a disadvantageous position. In the face of the saturation of the mobile communications market, Qualcomm hopes to borrow Yunji Pu into the fast-growing auto chip market, but the acquisition plan is a twist, most of which is Qualcomm's own cause. For example, Qualcomm's many lawsuits have been little so that it cannot sprint into the acquisition of the en-chi plan. In fact, even if the regulator releases, Qualcomm still needs the support of its shareholders, it is estimated that 80% of the stock will be able to finalize the deal, but by November 16, Qualcomm has only 2.4% of the shares. More importantly, as the development of smart cars has been a fad, the price of its rivals rose, and Qualcomm's $100-a-share offer at the time seemed to underestimate the value of the industry's growth potential. It is clear that the position of Eun-ji to raise the price will not be shaken, especially after activist investor Elliott Management intervened, and with the long delay of Qualcomm, the situation will be more favorable to NXP. In this view, Qualcomm clearly should pay more attention to shareholder anxiety, and as soon as possible to improve the purchase price. Assuming that time goes back to summer, if Qualcomm was determined to raise the purchase price to $130~140 per share, it might have been enough to convince Elliott and other investors that it would be in line with other ex-Chi's peers. Once the project is finalized, Qualcomm's ability to defend the Bo will be enhanced, at least by asking for a higher price to increase the difficulty of the acquisition. and Qualcomm if the integration of the Tu-zhi Pu, Bo Tong forced acquisition of Qualcomm should also be a regulatory unit, and the difficulty of integration will be quite high. In fact, however, Qualcomm has been bogged down so much that he is mired in a retreat. Bo Tong has shown that regardless of Qualcomm's current price to buy the success of Chi Pu, or eventually quit, Bo will buy Qualcomm. But Bo pass the third option, that is, Qualcomm to improve the price of the success of the in-chi Pu excluded, it is speculated that once Qualcomm now raise the bid prices, will be considered to block the strategy of the Bo-Tong offensive. The company's share price is now rising, and its shareholders have shown that if Qualcomm still insists on the current offer, it is better to maintain its independence. On the other hand, Qualcomm's share price has recently been boosted by the news of the takeover, which may have been less concerned about the purchase of the grace, and is willing to accept that it will raise at least $10 per share. For both shareholders, such an outcome may be acceptable. Digitimes
4.SIA: The global semiconductor market continued to expand substantially in October and is expected to exceed US $400 billion.
The Semiconductor Industry Association (SIA) announced on December 4 that the global semiconductor market continued to expand substantially in October, selling at a single-month high, with a global semiconductor sales of $37.1 billion and breaking an all-time high. Sales rose 3.2% in October compared with previous months. Compared with the same period last year, a big increase of 21.9%.
John Neuffer, President and CEO of SIA, points out that the global semiconductor market continued to expand substantially in October, with sales hitting a single-month high, reaching more than $400 billion a year. The market is growing, partly because memory demand is buoyant, but the combined sales of other semiconductors have improved considerably, with robust buying across various categories.
Compared with the same period last year, Americas sales increased by 40.9%, Europe increased by 19.5%, China increased 19.1%, Asia Pacific/Other regions increased 16.3%, Japan increased 10.7%. Compared with the previous month, the Americas increased by 6.8%, China increased 2.6%, Europe increased 2.6%, Japan increased 1.8%, Asia Pacific/other regions increased 1.5%.
A few days ago, the World Semiconductor Trade Statistics Association (WSTS) also released a report, the 2017 World semiconductor market scale of $408.691 billion, the year-on-year growth of 20.6%, the first break of the 400 billion-dollar mark, a seven-year period (2010 for the annual increase of 31.8%) New highs. Since June, Wsts has raised two times this year to $408.691 billion (20.6%), while Wsts expects 2018 global semiconductor sales to increase to $437.265 billion (7%), a record high.
5.Vega mission does not reach AMD GPU market share does not increase;
Ultra Micro (AMD) debut at the beginning of the Vega attempt to attack high-end graphics card market, is generally believed to be directed at Nvidia, Ultra Micro hope to borrow by Vega regained many years ago lost territory. However, although Rx Vega 64 and Rx Vega 56 are in performance with Nvidia, but consume more power, from the current market conditions, the Ultra micro still can only chase Nvidia, Vega's rescue mission is a disaster. According to Jon Peddie's survey, the market share of the ultra-micro 3rd quarter in the Independent graphics processor (GPU) was 27.2%, compared with the 30.3% in the 2nd quarter and the 29.8% in the same period in 2016. However, because the graphics card market year ratio has increased by more than 20%, so the ultra micro City accounted for the fall, the GPU sales is a growth situation. On the whole, the progress of Ultra micro-GPU is still far less than Nvidia. Looking back over 2014 years, the Super Micro occupies about 40% independent GPU market, nvidia control the remaining 60%, then the second largest supply factory in the micro-market position is quite solid. However, the situation in the second half of 2014 years began to change, Nvidia launched GeForce 900 series of products after the irresistible, September released GTX 970 and GTX 980, followed by January 2015 to launch GTX 960, the remaining series of products in one year on the market. Nvidia's products have brought about a disruptive shift, with ultra micro-not only the price of the products being drastically compressed, but also the city's share, which fell to 20% in the 1-year period between the 2nd quarter of 2014 and the 2nd quarter of 2015. 2016 years, Ultra Micro launch Polaris GPU recapture part of the Jiangshan, Polaris Lock the market below 200 U.S. dollars, but in the high-end market is still not progress, although in the Polaris of the head, the Ultra Micro City accounted for back to 30%, but has been hesitant, The reason may be that in the more lucrative high-end market, the Super Micro is not enough to beat the opponent's products. So the Ultra Micro launch Vega tried to regain the Jiangshan, August when the main lock Nvidia GTX 1070 and GTX 1080, but Vega performance although the strong power consumption is relatively large, from the 3rd quarter of the market rate, Vega and failed to reach a mission. Looking ahead to the 2018 and beyond, the micro-GPU industry will face a more difficult environment. Nvidia is about to launch the new Generation Volta architecture of the graphics card, the current Volta GPU has been applied to the data center, has not yet entered the game market, can foresee when Volta in this market launch, Super Micro Vega fear will be more backward. In addition to NVIDIA, another longer-term problem with Super Micro is Intel. Intel November announced the development of its own independent mapping solution, and the establishment of a new core and visual operations Group, director Raja Koduri is Intel from the micro-dig angle, koduri in the Super Micro leader Radeon Technologies Group, that is, the development of Vega units . Intel's standalone graphics card products may not be available for a short time, but it is likely that the entire industry will be shuffled back, which may be the result of a very small reluctance to see. Ultra-Micro 3rd quarter results by the encryption money mining demand driven by the good results, but the graphics chip business is stagnant, Vega also did not like the ultra micro to enhance the market share, with Nvidia's Volta into the markets, Intel is also about to swing into the army, Ultra Micro regained the vision of the GPU market Jiangshan hope to achieve a distant future. Digitimes
6. Nano Quantum dots are expected to bring biomedical breakthroughs
Innovation Link • Russia
The Moscow Institute of Engineering Physics at the National Nuclear energy Research University in Russia is studying the application of quantum dots in the biomedical field.
Quantum dots (also called ' artificial atoms ') are semiconductor crystals, very small in size and also a nanometer particle. The main obstacle to the introduction of the human body is that they are toxic to living cells. Russian scientists have kept these particles in the size of 2.5 NM-5 nanometers so that they can be discharged from the human body nearly 100%.
Currently, the team is developing a drug delivery media project, including microcapsules containing drugs. There are magnetic silver nanoparticles and radioactive fluorescence quantum dots on the capsule wall. Such quantum-dot capsules can emit light, allowing researchers to record their positions, and use magnets to control particles that move the capsule to the tumor's location. By changing the magnetic field or ultrasound, it can heat up and open when they reach the target.
The team plans to start producing a complete series of devices that can detect more pathogens at the same time in 2019 years, and can determine a range of infections based on only one air sample. Science and Technology Daily