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1. The news says that SK will set up a joint venture in China to focus on chip foundry;
Sina Science and technology news Beijing time of December 20, South Korean media today quoted people familiar with the news that South Korea's second-largest chip manufacturer SK Hynix is planning to set up a joint venture in China to further expand its foundry business.
The company will hold a meeting to discuss the establishment of a foundry joint venture, according to the person familiar with the matter. In the future, SK Rexroth's foundry joint venture will be primarily responsible for making chips for other companies that do not have a semiconductor manufacturing facility.
The company's wholly-owned subsidiary, System IC, will hold a 50% per cent stake in the Chinese joint venture, according to people familiar with the matter. System IC is the foundry subsidiary of SK Heidelberg in July this year. Analysts believe that if the SK Rexroth Chinese Foundry joint venture company can be successfully formed, it will further enhance the SK Heidelberg in the system chip area of competitiveness.
It should be noted that China's Ministry of Commerce is now starting to assess Toshiba's sale of chips, and assessment officials are now concerned about the role of SK Rexroth in the deal.
In September this year, the Bain Capital Consortium signed a formal contract with Toshiba to buy Toshiba's chip business unit at $18 billion. Under the contract, SK Rexroth will finance the transaction in the form of convertible claims. In the future, SK Hynix will be able to obtain a maximum of 15% of Toshiba chip business voting rights.
According to people familiar with the matter, China's Ministry of Commerce's antitrust officials believe that if the deal is unconditionally approved, SK Hynix will have a large stake in the sale of Toshiba's chip business in the future, which could affect market competition. (Li Ming)
2. Bo Tong to and Qualcomm behind the giant wrestling gradually emerge;
Bo Tong (Broadcom) intended Qualcomm (QUALCOMM), both sides are still in the opposite phase of the matter, but behind the tech plant also began to select side Station. According to San Diego Union Tribune, Bo Tong announced a new Qualcomm board recommendation on December 4, hoping to take control of Qualcomm, a far-reaching impact, including Apple, Google, Microsoft (Microsoft), Intel (Intel) And so have their roles to play. Boton first offered 70 dollars a share in November, but was rejected by Qualcomm. In the present situation, the results will soon be announced, as Qualcomm investors will vote at the March 2018 shareholder meeting to see if they are candidates for the nomination or continue to choose Qualcomm. At present, two companies have to follow the strategy of what to do, not to do more disclosure, but analysts believe that Bo-Tong's biggest advantage is to increase Qualcomm's acquisition price, even if the pull up to 100 U.S. dollars per share bid, Bo Tong still has an excellent acquisition advantage. (Qualcomm's share price is still 65 dollars per share). If Qualcomm's board wants to avoid the fate of the takeover, it will have to complete the NXP Semiconductor takeover with the IoT, which would help Qualcomm get away from the heavy reliance on smartphones. Qualcomm also needs to think about new models to fix the issue of patent authorities, and to buy what regulatory problems Qualcomm may face in the sun. In addition, Qualcomm also needs to vigorously promote its own in the next generation 5G mobile network advantages and huge market opportunities, after all Qualcomm in the field of core technology has been laid out for about 10 years. But even so, the case of Qualcomm and Apple and national regulators about licensing fees remains clouded. Qualcomm's share price has slipped 18% this year, until it announces a 103 billion-dollar takeover. By contrast, shares in the company have risen 60% per cent this year, with excellent operating performance and a 33% per cent increase in 2017 fiscal year revenues. Qualcomm's 38 billion dollar takeover of NXP is currently in Europe, the mainland and South Korea are not clearance, Qualcomm is expected to get permission early next year. Last week, one of NXP's big shareholders, Elliott Partners, called for Qualcomm to raise the price of $110 per share to $135, an increase of 23%. Qualcomm is still maintaining the original purchase price, but the problem is that if the acquisition is to pass, at least to obtain 80% NXP Shareholder's consent, currently agreed to sell only 2%. Boton has shown that no matter whether the NXP case is traded at $110 per share, it will not affect the takeover of Qualcomm, but the company did not say what would happen if the purchase price was higher than 110 dollars. However, the market believes that Bo Tong will not easily stop, Bo Tong CEO Hock Tan is likely to buy Qualcomm, but asked Qualcomm to give up the acquisition of NXP, after all, a NXP will increase the level of Bo Tong's debt, and job cuts may face regulatory risk, NXP the number of employees around the world 31,000 people; Qualcomm for 17,000 people. The market believes that the weakest place in the communication, that is, from the 4G and the next transition to 5G stage, Bo Tong in the gap is very large, this matter networking and the use of many devices, Bo Tong is bound to fill this piece. Hock Tan has not openly talked about how it will deal with patent lawsuits, but analysts generally believe that the most likely approach is to reduce royalties, and the loss of revenue is offset by the signing of a long-term chip supply contract with the handset industry and lower costs. Qualcomm believes that the current litigation dispute will eventually be resolved, so there is no need to make any significant changes to the status quo. Analysts said that if Qualcomm could reach a settlement with Apple, the chance of being bought by Bo may be smaller, but the problem Apple and Qualcomm are now decorum, so in the period of the Bo-pass takeover, Apple is naturally unlikely to talk to Qualcomm to reconcile, which is tantamount to helping the high general solution set. Others believe that Qualcomm can think of the licensing department and the chip design department to take apart, especially if the completion of the acquisition of NXP, the split is a must-go road, Qualcomm now choose not much, if the price can not be pulled higher, then the price of Bo Tong acquisition is very attractive. Market participants believe that Qualcomm, if willing to split, can crack down on Apple's accusations against government regulators, as Qualcomm is accused of using its dominance in the mobile data market to charge a premium for smartphone operators, while smartphone makers are wary of not being able to do so because of concerns about Qualcomm's availability. Qualcomm had previously studied the feasibility of the split more than once, most recently in 2015, but the board has rejected this approach because the board believes the two departments are dependent on each other and cannot be opened. Another chip in the way of Qualcomm is the recognition of research and development prowess in the mobile industry, especially for the Android camp and the mainland. Boton has said that Qualcomm clients are mostly optimistic about the merger of two companies, but recently Microsoft and Google jumped out of the merger expressed doubts. Two companies are mainly concerned about Apple's influence on the case, but also fear that it has always been known to cut costs rather than invest in new technology, so the future of Qualcomm's 5G Research and development program may interfere. However, some analysts also pointed out that, assuming the merger clearance, Qualcomm 5G plan The least need to worry about the impact, because Bo Tong is the most missing is this piece. But in contrast, Qualcomm's development of long-lasting laptop chips and Centriq server chips into the data center is likely to be cut off. Google has previously been interested in the provincial Power server platform, Microsoft in some products began to use Qualcomm's Centriq platform, and now plans to use Qualcomm Snapdragon chip on the Windows 10 power, so at present, Bo Qualcomm acquisition Qualcomm, behind also involves Apple and Microsoft, Google Wrestling. Digitimes
3.ADI: Five major innovations will affect our 2018 years of life;
One of the benefits of being president and executive director of ADI is the ability to travel around the world and meet customers from all walks of life in different regions to hear their views on the technical, business and market challenges they face.
Our customers produce a wide variety of electronic equipment, which affects our various aspects of modern life, such as transportation, health care, communication and so on. Our discussions tend to focus on how cleverly we can bridge the reality and the digital world and explore the innovations they hope to achieve in the future. Based on these dialogues and other studies, I have summed up the following five scientific and technological macro-trends that will have the greatest impact on business and society in the 2018.
Artificial intelligence
Just as people struggled to achieve digital dominance ten years ago, every customer in the market is feverishly trying to understand the value of artificial intelligence and machine learning for their business. With the continuous elimination of barriers such as performance and affordability, coupled with the gradual effects of some AI applications in the industrial environment, the focus on AI applications will accelerate in 2018. For example, AI has evolved to a stage where industrial robots can learn and adapt to new environments or unfamiliar objects without special training.
With the innovation of Low-power signal processing, the AI at the Edge node will begin to transform from novelty to conventional technology, and the intelligent edge computing becomes a reality through contextual information and information to drive more intelligent system partition between Edge and cloud. At the same time, AI applications that compete with human intelligence will continue to be dominated by university research.
Self-intelligent Machines
The autonomous systems of automobiles, drones and robots will continue to develop in the 2018, but will be limited by a number of regulatory and technical issues that need to be addressed. However, in the coming months, a number of projects with autonomous systems will continue to allow us to see progress, such as the piloting of unmanned taxis in restricted areas. In particular, long-distance transportation, such as trucks and trains, will be one of the most recent applications for making substantial progress in unmanned driving.
Driven by the constant pursuit of productivity benefits, the drive to add wisdom to machines will accelerate the factory automation/Industrial 4.0 process. For example, advances in machine learning will significantly improve the system's ability to provide valuable performance advice and forecasts based on independent State monitoring.
Ubiquitous wireless sensing networks and data
The combination of advanced materials, enhanced functionality and MEMS enables sensor sizes and costs to break through, making wireless sensor networks ubiquitous. Through wireless mesh network in the Internet of things and industrial applications deployment, without a lot of rewiring can be in the existing system to add sensing capabilities. However, end-to-end security from sensors to clouds will be a basic requirement for industrial users to deploy industrial networking on a large scale.
The drive to make products and systems smarter will also increase the need to manage and analyze growing data flows. As data loads increase, data centers will require higher processing performance and advanced power management innovations to mitigate the risk of high temperatures in data center systems. We will also gradually see the integration of edge nodes more intelligent, so as to start the data flow classification and processing.
Human-Machine interface
As augmented reality and virtual reality ecosystems flourish and inspire more innovation, hybrid reality systems will continue to emerge and become popular. As the application of commercial AR/VR system accelerates, the cost will be reduced and the scope of application will extend to remote diagnosis and maintenance in such fields as industry.
In addition, the voice user interface has been expected, but the technology still faces some limitations, especially in noisy environments. Gartner predicts that the 2018 30% interaction with technology will be implemented through a "dialogue" with intelligent machines, which means that technology and service providers now need to invest to improve the currently restricted voice interface.
Heterogeneous architecture Manufacturing
As the development costs of deep micron technology soar, and Moore's law faces increasingly challenging technical and cost challenges, the integration of heterogeneous architectures for multiple technologies in a single package, single laminated boards and even a single silicon substrate will increase. A new type of business model that promotes the heterogeneity of the structure of capitalism will emerge, enabling small semiconductor firms that are unable to invest in the most advanced IC micro-technology to achieve restructuring innovations. The integration of signal processing algorithms into the wafer will help to increase the value of the program for the more extensive and larger vendors involved.
Conclusion
How will these trends evolve over the next year? As the saying goes, the best way to predict the future is to create the future. When semiconductor innovation will be the foundation of these emerging applications, and analog technology will become more important in the ' data Hungry ' world, Adi will make unremitting efforts to turn these predictions into reality in 2018. Ctimes
4. Intel CEO to employees: we will take more risks in the future;
Sina Science and technology news Beijing time, December 20 morning, Intel Chief Executive Branch Krzanich (Brian) told employees this week that the company will take greater risks and change will become a ' new normal '.
In an internal memo issued to foreign media, Mr Branch admits that Intel's main business, client computing, is ' innovation ', but believes the company's biggest growth opportunity will come from interconnected devices, artificial intelligence (AI) and autonomous driving.
' It's almost impossible to predict the future accurately, but if there's one thing I can be 100% sure of in the future, that's the role of big data, ' he wrote. ' The future vision is that any field that generates data, any business that needs a lot of computing, we have to intervene. '
In 2013, he was promoted to chief executive of Intel Corporation and has been actively engaged in acquisitions and mergers, and so far Intel has acquired companies including Altera, Mobileye, Movidius and Nervana. The company has also recently announced a development plan for graphics processors that will make the company more competitive with Nvidia, whose chip products are popular among AI researchers.
In addition, Intel stopped some ' DIY creative ' (Do-It-Yourself ' maker ') products this year and, according to foreign media reports, the chip maker's health equipment development has been dismounted.
The memo also stressed that the company's business nature will change dramatically in July 2018, when Intel Corporation was founded 50 years ago.
' We're only a few inches away from 50/50 companies, which means that half of our revenue will come from PCs, the other half from the new growth market, ' wrote the division. Intel's key partners include cloud infrastructure providers such as Amazon, Google and Microsoft.
The full text of the MOU is as follows:
Intel employees,
As 2017 draws to a close, I would like to review the whole year and share the progress we have made in the process of remaking Intel. Day after day, it is hard to see how much we have changed, but when you add all of them together, the year is obviously fruitful!
I think of the early 80, when I had just graduated from college and joined the Intel Corporation's New Mexico plant as a process engineer. At that time, we called the memory chip DRAM. For you, the story of 1985 years has long been familiar--grove Andy Grove and Moore (Gordon Moore), desperate to get out of the memory chip production and turn to the microprocessor, as our core business has gone down.
When I was working for three months, the boss walked in and said, ' We're not in dram anymore, I'll turn the factory off. I remember calling my father and telling him, ' I'm going home. '
On the contrary, I have witnessed a huge shift in Intel, which is in dire need of layoffs, new investments and a lot of change. Even so, in December 1997, the month before 20, Time magazine elected Intel chief Executive Grove as the Man of the year. Under his leadership, Intel has turned from the embattled memory maker's role to the world's leading microprocessor company and digital revolution leader.
20 years later, with Intel reinventing itself again, I am heartened by the achievements of the past year.
First of all, I'd like to talk about this year's extraordinary innovation in client business. The Client Computing Division (CCG) has found potential business opportunities in the marketplace, and has maintained growth every quarter, and their success has laid a good foundation for our future.
It is almost impossible to predict the future accurately, but if there is one thing I can 100% be sure of in the future, it is the role of large data. Big data is becoming the most valuable asset for all companies, and why our growth strategy has to be data centric, that's why. Memory, Field programmable gate Array (FPGA), IoT (IOT), artificial intelligence and autopilot. The future vision is that any field that generates data, any business that needs a lot of computing, we have to intervene.
I believe that almost all the things that affect our lives-whether healthcare, driving, retailing or government-will use our technology for the next 5-10 years. The world will run on Intel's chips.
We are only a few inches away from 50/50 companies, which means that half of our revenue will come from PCs and the other half from the new growth market. In many new markets, we are absolutely behind people. This is an exciting challenge that requires us to develop and use new, different muscles.
Intel's new normal is that we risk more. The new normal is that we will continue to boldly try new things. We make mistakes, and daring doesn't always mean right or perfect. The new normal is that we will be good at trying new things, determining what is feasible and moving forward.
The new normal is that when we pursue new business, people will follow us. The new normal is that we will embrace change and act in unity. A hungry, aggressive company will not just be content with defense, but be passionate about exploiting 260 billion of dollars in potential markets.
As we look ahead to the 50 anniversary of Intel next July, I think of the inspiring challenge that our co-founder, Noyce Bob Noyce, has given us: ' Don't be tied to history, let go and create gorgeous. '
We have the opportunity to look to the future and embrace a new intel, an increasingly adaptable and growing, radically different, fast-paced global enterprise.
As we prepare to celebrate the holidays with our family and friends, I would like to thank all of you for your tireless contribution, from the sophistication of new products and futuristic technologies to the exciting acquisition of companies such as Mobileye and the taking of social responsibility, which we owe to you this year.
As we end a record year and celebrate half a century of innovation, Intel has profoundly changed the world, and I am proud to have the honor of leading this company. Thank you and Intel colleagues around the world for joining me in this extraordinary journey.
Wish you a happy holiday!
Ke Qi (Yanggo)
5.3D sensing three-male strength! In short supply, lite next year Q1 off-season not light;
The prospect of 3D sensors is still looking pretty, Lumentum Holdings Inc. (LITE), an American fiber-optic component supplier. US), optical communication Components Design Factory Finisa (Finisar Corporation, FNSR. US), optical and optoelectronic components Business VI, Inc. (Iivi. US) Tuesday (December 19) stock price strength.
Barron ' s.com 18th, Needham & Co analyst Alex Henderson published a study that says that Lumentum's 3D sensing business should have at least 500 million dollars more than the supply, benefiting gross margins.
Henderson directly, optical communication Components Design Factory Finisa (Finisar Corporation, FNSR. US) is the second supplier of 3D sensing components on the market, and the estimated 2018 revenue is expected to be between 1.10 and 130 million dollars, while VI is the only remaining supplier.
Henderson said Lumentum's forecast for the 1th quarter of 2018 was estimated to be up to 1.05 to $1.25 trillion, much higher than the original estimate of 0.89 U.S. dollars, mainly by 3D sensing revenue from Q3 4, 0 of dollars jumped to Q4 's 1.2-150 million dollar drive. In the supply of demand, lumentum 3D sensing revenue 2018 Q1 expected off-season.
The 3D sensing Concept unit rose 19th. Lumentum 19th, the final strength of 2.01%, received 54.40 U.S. dollars, a close to the closing high since December 11. The lumentum rival, VI Corp., rose 1.29% per cent to 47.25 dollars, a high close since November 30. Finisar also 3.75%, receiving 22.39 dollars.
Apple Inc. On December 13, he announced that it would invest $390 million in Finisar through the Advanced Manufacturing Fund (a total of $1 billion trillion). Apple says the money will allow Finisa to increase production vcsel (vertical resonant cavity surface type laser).
Apple pointed out that facial recognition, facial dynamic expressions, portrait-mode self-portraits and popular new features such as airpods distance sensing have to use VCSEL technology. Finisar, a 700,000-square-foot factory in the U.S. state of Sherman, Texas, is expected to start shipping from the second half of 2018, and its output will make Sherman the Vcsel of the United States. Fine News
6. Microsoft Windows embraced arm again to break Intel, AMD duopoly
Microsoft (Microsoft) has tried to get Windows RT to run arm (ARM) processors, which ended in failure, and Microsoft is now Qualcomm Qualcomm to launch a Snapdragon PC with a Qualcomm ARM architecture of 835 chips synch Connected pc), which is tantamount to breaking the global PC CPU (CPU) market pattern that has been based on Intel (Intel) and AMD (AMD) x86 architectures over the years, leaving the market with a new alternative to x86 architecture and Microsoft facing Apple The ipad invaded the NB market by pushing the Internet PC to withstand the continued intrusion from the ipad on the Enterprise PC market. According to the Motley Fool website, Microsoft tried to get Windows RT to support the ARM processor in 2012, but because Windows RT can only run applications specifically built for its platform, it cannot be compatible with standard Windows applications, causing Windows RT develops slowly and eventually leads to failure. Now Microsoft, by its link to PC initiative, launched the first ARM architecture PC with Qualcomm Snapdragon 835 processor, which not only supports the Windows 10 operating system, but also integrates LTE networking capabilities, and can upgrade battery battery for up to 20 hours, which means that with a few exceptions, Microsoft's ARM architecture is always connected to PCs to run most Windows apps. Microsoft clearly has learned from the failure of Windows RT to develop a new windows system outside of Windows 10, instead of just letting Snapdragon 835 chip support Windows 10, in which case The standard version of Windows applications that would otherwise require the x86 processor to run will be emulated, meaning that the x86 instruction will be converted to arm instructions. However, because such simulations can lead to performance penalty problems, the ARM architecture PC will still be tested for performance issues, such as whether performance is sufficient for effective multitasking. One of the most noteworthy is that Microsoft is now adding a new competitive option to the ARM architecture beyond Intel and the AMDPC CPU, but is still faced with the performance slowdown that the simulation may cause, and the Qualcomm Snapdragon chip, after all, is designed for mobile devices, So outsiders are also questioning whether ARM architecture chips can spread to other PC markets in the short term. Even so, with today's Qualcomm chips running Windows 10 and supporting x86 applications, it is not a positive development for Intel and AMD, at least in some NB markets, where the Intel and AMD duopoly competition will no longer be met. As a result, Microsoft, Qualcomm and market consumers are undoubtedly Microsoft's link to the PC strategy at any time the winner, for consumers have more product choices; For Microsoft, the goal is to get windows into more devices as much as possible, while avoiding competitive platforms such as Apple's ipad and Chromebook to further erode Microsoft's PC market; For Qualcomm, working with Microsoft equals opening new chips out of Haikou. As Microsoft's ARM architecture PC is expected to be available in early 2018, it will be able to see how the global PC market will create the potential to shake the effect. Digitimes