Author Archives: david manners

Hynix looking to acquire Toshiba says Korean report.

Hynix is looking to acquire Toshiba’s memory business, says a study from the Korea Institute for Industrial Economics and Trade (KIET) as reported by the Korea JoongAng Daily newspaper. Hynix is part of the INCJ/Bain consortium bidding for Toshiba, but it has always said it was only looking to provide finance. However it did transpire ...

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DRAM revenue at record levels

DRAM revenue hit a record $16.5 billion in Q2 after increasing 16.9% from Q1, reports TrendForce, with the sharp rise attributable o a declining under-supply allowing customers to replenish inventory. PC and server DRAM ASP rose 10% in the quarter while mobile DRAM ASP rose 4% as China smartphone vendors reduced orders on lower-than-expected shipments.   “The ...

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Hype Cycle for digital workplace

Gartner has come up with its Hype Cycle for the Digital Workplace:   What this boils down to is: 1. Technologies impacting in 2-5 years Augmented data discovery – drawing relevant and useful conclusions from big datasets. Personal analytics – finding relevant data for an individual such as health, financial and shopping data. 2. Technologies ...

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EUV finally makes it

With the achievement of a 250W light source, ASML is now shipping 100 wafer per hour EUV machines and  expects to go to 125wph later this year. Next year, the plan is to go higher. So, after a tortured development period, EUV enters the production process at 7nm. GloFo and TSMC are expected to insert ...

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Applied has record quarter; expects to beat it in Q4.

Applied Materials, 50 years old in November, had a record Q3 with y-o-y sales up 33% at $3.74 billion for a net profit of $925 million. For Q4, Applied expects revenues of $3.85 billion to $4 billion. Applied generated $1.37 billion cash in Q3. Semiconductor manufacturing equipment sales constituted $2.5 billion of the total. Of ...

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ThoughtSpot funding reaches $160m

Five year-old Palo Alto start-up ThoughtSpot has just raised another $60 million taking its total funding to date to $160 million. The company says its technology takes the place of using analysts to investigate markets. The company’s search technology takes company data and produces conclusions from it such as potential customer profiles and projected sales ...

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Ginni’s Goodbye

In her memo to IBM staff explaining her resignation  from the President’s Forum following the Charlottesville disaster, IBM CEO  Ginni Rometty says: “In the past week, we have seen and heard of public events and statements that run counter to our values as a country and a company.” “IBM has long said, and more importantly, ...

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The 60Gbps kiss

Samsung and Hon Hai/Foxconn are backing Keyssa, the 60GHZ wireless start-up promoting ‘Kiss Connectivity’. Kiss Connectivity delivers 6Gbps wireless data transfer when two devices are near to eachother. Samsung and Hon Hai are interested in the technology for smartphones. Intel has already worked with Keyssa on using the technology for laptops. Keyssa has so far ...

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Qualcomm boosts machine learning capability by buying Scyfer

Qualcomm has bought Amsterdam University affiliate Scyfer, a machine learning specialist. Scyfer is into computer vision, computer-aided healthcare, computer-human interaction and AI-based financial features all areas which Apple is trying to incorporate in the IPhone. Qualcomm’s strategy is to deliver equivalent features to the Android community via its SnapDragon APs. “Our current products now support ...

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