Tsinghua-Micron: A Fake $23B Deal to Test U.S. Regulators?

Micron Technology Inc. may be an attractive acquisition target but it should not be on the acquisition menu of China’s Tsinghua Unigroup Ltd. as reported earlier this week by many news outlets. In fact, considering the likely regulatory opposition to the deal, it shouldn’t even be seriously considered by a Chinese company. This transaction doesn’t…

Is NAND Flash in Limbo? Channel Pricing and Corporate Strategies

The more things change, the more they stay the same. Such is one version of the current tale in the NAND flash market as seasonally weak demand hangs on and prices limp along. Given how impressive 2014 was for a good chunk of the global semiconductor and electronics supply chain, it’s a good time to check midstream channel…

Top Semiconductor Suppliers Show Strong Growth in Q1

The semiconductor industry appears to be firing on all cylinders, experiencing good demand across multiple industries including automotive, communications, industrial, medical, and the emerging Internet of Things (IoT). The top 20 semiconductor manufacturers increased sales by nine percent in the first quarter of 2015 compared to the first quarter of last year, according to the…

Photronics & Micron Enter Supply Agreement

Photronics, Inc. (NASDAQ:PLAB), a worldwide leader in supplying innovative imaging technology solutions for the global electronics industry, announced today that it has entered into strategic supply and technology license agreements with Micron Technology, Inc. (NASDAQ:MU) whereby Photronics will receive outsourced photomask supply volume from Micron. Micron and Photronics will not renew their existing MP Mask…

DRAM Prices Will Continue to Fall

Despite higher DRAM prices starting in the second quarter of 2014 due in part to a lack of capacity expansions and increased obstacles in transitioning to 2Xnm manufacturing, DRAM prices start to drop at the end of July, according to DRAMeXchange, the memory and storage research division of TrendForce. Prices are expected to continue downward…

Global Semiconductor Sales Grow 5% in 2013

El Segundo, Calif. —Led by memory chip sales, global semiconductor revenue increased 5.0 percent in 2013, according to the latest research from IHS Technology. Total semiconductor revenue reached $318.1 billion in 2013, up from $303.1 billion in 2012. Last year’s growth “reversed the disappointing 2.4 percent loss of 2012, when revenue contracted from $310.6 billion in 2011,”…

Micron Licenses Avago IP

Avago Technologies (NASDAQ: AVGO), a leading supplier of analog interface components for wireless, wireline, and industrial applications, today announced that Micron Technology, Inc. (NASDAQ: MU) has licensed Avago’s 28nm Low Power 30Gbps Serializer/Deserializer (SerDes) IP for use in Micron’s next generation Hybrid Memory Cube (HMC) devices. “Avago is an established leader in the development and…