Samsung Capital Expenditure for DRAM and NAND

Will Samsung Dash China’s Memory Market Hopes?

Is Samsung’s massive $26 billion semiconductor capex only delaying China’s push into the memory device market? While it’s not likely to halt China’s inevitable drive into the DRAM and NAND flash markets despite technology challenges, it may wield a bigger influence on its competitors’ capex plans as Samsung protects its leadership position. For buyers, it…

Allocation 2017: What’s Behind the Component Shortage

Component shortages are not just about increased demand. Any number of factors – production capacity, supply chain disruptions, obsolescence and technology migration – can contribute to product scarcity. For 2017 and 2018, supplier merger and acquisition (M&A) activity can be added to the causation list. Semiconductor and tech mergers reached an all-time high in 2016 and formed…

High-Tech M&A: No Price Too High, No Firm Too Big

The consolidation of the semiconductor sector has moved into a new phase involving mega transactions that may trigger similarly large acquisitions in other segments of the electronics market and further the redrawing of the industry supply chain as OEMs, contract manufacturers and component distributors re-align with the new power centers. IC market consolidators had been…

Stadium Group, Allied Sign Distribution Deal

Stadium Group, a leading provider of design-led connectivity solutions, power products, human machine interface and electronic assemblies, today announced a distribution agreement for the Americas region with Allied Electronics, a leading high-service authorized distributor of industrial automation products, electronic components, and electromechanical products. The agreement covers the distribution by Allied Electronics of a wide range…

Buyers: DRAM Prices to Rise 10% in Q4

Contract DRAM prices increased by five percent in the third quarter of 2017, compared to the previous quarter, driving record quarterly revenues for DRAM makers, according to DRAMeXchange, a division of TrendForce. Due to continued tight supply and limited bit supply growth, DRAM revenue increased 16.2 percent sequentially. The market outlook for the fourth quarter indicates…

Ventec Receives IPC-4101 QPL Certification

IPC’s Validation Services Program has awarded an IPC-4101 Qualified Products Listing (QPL) to Ventec International Group, a global electronics material manufacturing company headquartered in Suzhou, China. Ventec produces and sells copper-clad laminates, prepregs and packaging substrates to the global electronics industry. Ventec successfully qualified their products VT-90H and VT-901 to specification sheet 41 of IPC-4101E, Specification for Base Materials…

Qualcomm Rejects Broadcom’s Unsolicited Proposal

Qualcomm Incorporated (NASDAQ: QCOM) (“Qualcomm” or the “Company”) today announced that its Board of Directors unanimously rejected the unsolicited proposal announced by Broadcom Limited (“Broadcom”) on November 6, 2017. “It is the Board’s unanimous belief that Broadcom’s proposal significantly undervalues Qualcomm relative to the Company’s leadership position in mobile technology and our future growth prospects,” said Paul…

ams, Sunny Opotech Partner on 3D Sensing Cameras

ams (SIX: AMS), a leading worldwide supplier of high-performance sensor solutions, and Ningbo Sunny Opotech Co., Ltd., a subsidiary of Sunny Optical Technology (Group) Company Ltd. (HKG: 02382.HK), a leading manufacturer of integrated optical devices and optical imaging system solution provider, today announced a collaboration to jointly develop and market 3D sensing camera solutions for mobile…

TTI Adds Sensata Industrial Solutions

TTI, Inc., a world leading specialist distributor of electronic components, has signed a European agreement with Sensata Industrial Solutions, a division of Sensata Technologies which has a diverse product portfolio that includes pressure and temperature sensors and switches, position sensors, and solid state relays. Sensata Industrial Solutions encompasses well-known brands including Crydom, BEI Sensors and Kavlico,…