Demand in the global foundry market remains strong in 1Q21, according to TrendForce's latest investigations. As various end-products continue to generate high demand for chips, clients of foundries in turn stepped up their procurement activities, which subsequently led to a persistent shortage of production capacities across the foundry industry. TrendForce therefore expects foundries to continue posting strong financial performances in 1Q21, with a 20% YoY growth in the combined revenues of the top 10 foundries, while TSMC, Samsung, and UMC rank as the top three in terms of market share. However, the future reallocation of foundry capacities still remains to be seen, since the industry-wide effort to accelerate the production of automotive chips may indirectly impair the production and lead times of chips for consumer electronics and industrial applications.

TSMC has been maintaining a steady volume of wafer inputs at its 5 nm node, and these wafer inputs are projected to account for 20% of the company's revenue. On the other hand, owing to chip orders from AMD, Nvidia, Qualcomm, and MediaTek, demand for TSMC's 7 nm node is likewise strong and likely to account for 30% of TSMC's revenue, a slight increase from the previous quarter. On the whole, TSMC's revenue is expected to undergo a 25% increase YoY in 1Q21 and set a new high on the back of surging demand for 5G, HPC, and automotive applications.

Addressing the demands of the modern data center, Xilinx, Inc. (NASDAQ: XLNX) today announced a range of new data center products and solutions, including a new family of Alveo SmartNICs, smart world AI video analytics applications, an accelerated algorithmic trading reference design for sub-microsecond trading, and the Xilinx App Store.

Today's most demanding and complex applications, from networking and AI analytics to financial trading, require low-latency and real-time performance. Achieving this level of performance has been limited to expensive and lengthy hardware development. With these new products and solutions, Xilinx is eliminating the barriers for software developers to quickly create and deploy software-defined, hardware accelerated applications on Alveo accelerator cards.

Intel and Google Cloud today announced a collaboration to develop telco cloud reference architectures and integrated solutions for communication service providers to accelerate 5G deployment across multiple network and edge locations.

"Communications service providers can adopt cloud-native technologies to harness the potential of 5G both as a connectivity solution and as a business services platform to deliver applications to the network edge," said Shailesh Shukla, vice president and general manager of networking at Google Cloud. "Expanding on our work with the telecommunications industry, we are excited to work with Intel to help customers plan, test and deploy the technology and infrastructure needed to accelerate the delivery of cloud-native 5G for consumer and enterprise use cases."

Driven by such factors as the continued development of autonomous driving technologies and the build-out of 5G infrastructure, the demand for automotive memories will undergo a rapid growth going forward, according to TrendForce's latest investigations. Take Tesla, which is the automotive industry leader in the application of autonomous vehicle technologies, as an example. Tesla has adopted GDDR5 DRAM products from the Model S and X onward because it has also adopted Nvidia's solutions for CPU and GPU. The GDDR5 series had the highest bandwidth at the time to complement these processors. The DRAM content has therefore reached at least 8 GB for vehicles across all model series under Tesla. The Model 3 is further equipped with 14 GB of DRAM, and the next-generation of Tesla vehicles will have 20 GB. If content per box is used as a reference for comparison, then Tesla far surpasses manufacturers of PCs and smartphones in DRAM consumption. TrendForce forecasts that the average DRAM content of cars will continue to grow in the next three years, with a CAGR of more than 30% for the period.

Qualcomm Technologies, Inc. today announced the Snapdragon X65 5G Modem-RF System, its fourth-generation 5G modem-to-antenna solution. It is the world's first 10 Gigabit 5G and the first 3GPP release 16 modem-RF system, which is currently sampling to OEMs and targeting commercial device launches in 2021. Snapdragon X65 is the Company's biggest leap in 5G solutions since the commercialization of its first modem-RF system. It is designed to support the fastest 5G speeds currently available with fiber-like wireless performance and makes best use of available spectrum for ultimate network flexibility, capacity and coverage. In addition to the Snapdragon X65, Qualcomm Technologies also announced the Snapdragon X62 5G Modem-RF System, a modem-to-antenna solution optimized for mainstream adoption of mobile broadband applications.

Xilinx, Inc.,, the leader in adaptive computing, today announced that the company is supplying its leading UltraScale+ technology to Fujitsu Limited for its O-RAN 5G radio units (O-RUs). Fujitsu O-RUs using Xilinx technology will be deployed in the first O-RAN-compliant 5G greenfield networks in the U.S. Fujitsu is also evaluating Xilinx RFSoC technology to further reduce cost and power consumption for additional future site deployments.

Fujitsu O-RUs are ideal for a broad-range of spectrum and multi-band applications for 5G O-RAN networks. The Xilinx UltraScale+ devices used within Fujitsu O-RUs deliver the best balance of cost economies as well as the adaptability and scalability required for the evolving needs of 5G O-RAN network requirements. Additionally, Xilinx will continue to work with other O-RAN ecosystem partners to ensure continued validation of the hardware and software necessary for world-class 5G networks.

Intel Corporation today announced it has invested a further US $475 million in Intel Products Vietnam (IPV). This new investment is in addition to Intel's US$1 billion investment to build a state-of-the-art chip assembly and test manufacturing facility in Saigon Hi-Tech Park (SHTP), first announced in 2006. This takes Intel's total investment in its Vietnam facility to US $1.5 billion.

"As of the end of 2020, Intel Products Vietnam has shipped more than 2 billion units to customers worldwide. We're very proud of this milestone, which shows both how important IPV is to helping Intel meet the needs of its customers all around the world, and why we continue to invest in our facilities and team here in Vietnam," said Kim Huat Ooi, vice president of Manufacturing and Operations and general manager of Intel Products Vietnam Co. Ltd.

Qualcomm Technologies, Inc. unveiled the Qualcomm Snapdragon 870 5G Mobile Platform, a follow-on to the flagship Snapdragon 865 Plus, which features an enhanced Qualcomm Kryo 585 CPU prime core clock speed of up to 3.2 GHz. The new Snapdragon 870 is designed to deliver increased performance across the board for geared-up gameplay with insanely fast Qualcomm Snapdragon Elite Gaming experiences, truly global 5G sub-6 GHz and mmWave, and ultra-intuitive AI.

"Building upon the success of Snapdragon 865 and 865 Plus, the new Snapdragon 870 was designed to address OEM and mobile industry requirements," said Kedar Kondap, vice president, product management, Qualcomm Technologies, Inc. "Snapdragon 870 will power a selection of flagship devices from key customers including Motorola, iQOO, OnePlus, OPPO, and Xiaomi."

Dell Technologies (NYSE:DELL) unveiled new products and software that reimagine work so anyone can perform at their best. With a new portfolio of intelligent, collaborative and sustainable devices, Dell is transforming work experiences to give people greater flexibility to work from anywhere.

"People's expectations of their technology continue to evolve. It's why we push beyond barriers to create devices that offer better experiences and are more integrated into our lives," said Ed Ward, senior vice president, Client Product Group, Dell Technologies. "Our new intelligent PCs make it possible for us to work smarter and collaborate easier, so we can give our best selves in all that we do. Secure, sustainable and smart: that's the way forward for PCs."

NETGEAR, Inc. (NASDAQ: NTGR), the worldwide leading provider of award-winning advanced networking products for home and office has today announced, during the historic virtually-hosted CES 2021, the introduction of the world's first all-purpose WiFi 6E router, the Nighthawk RAXE500 Tri-band WiFi router. Promised to elevate the WiFi experience by providing speeds up to 10.8Gbps, this latest addition to the Nighthawk line of performance routers ushers in a new era of fast connectivity on the new 6Ghz band, free of interference and congestion.

Working, learning, and video streaming from home has placed greater demands on home WiFi networks. Devices in these ultra-connected households have been in a constant contest for bandwidth on crowded WiFi networks. WiFi 6E resolves these congestion issues by adding previously unavailable 6GHz WiFi spectrum that can be used to broadcast WiFi signals and connect to more devices with faster speeds and reliability. Up until the introduction of WiFi 6E, WiFi routers have been limited to the 2.4GHz and 5GHz bands. The new third 6GHz band will dramatically increase the capacity of networks to support more devices.

NETGEAR, Inc. (NASDAQ: NTGR), the worldwide leading provider of advanced networking products for home and office, has announced two new mobile products: the Industry's first WiFi 6 mobile wireless router - the Nighthawk 4G LTE WiFi 6 Router (LAX20) - and the NETGEAR 4G LTE Modem (LM1200). With a continued mission to provide connectivity for households and businesses regardless of where they may be located, these two mobile wireless products provide the capability of connecting home or office networks in the absence of traditional cable, DSL or fiber broadband options.

The Nighthawk LAX20 router supports advanced WiFi 6 networking technology delivering 1.8Gbps of high-performance WiFi and improved network capacity to handle a greater number of connected devices on the home network. Combined with a 4G LTE modem for instances where traditional wired internet options are not available or reliable, the Nighthawk LAX20 router provides an alternate mobile internet connectivity option. The new router also serves as an ideal solution for those who need internet access for limited time frames for instances such as a vacation home or short-term rentals.

Micron Technology, Inc. (Nasdaq: MU) today announced results for its first quarter of fiscal 2021, which ended Dec. 3, 2020. "Micron delivered outstanding fiscal first quarter results, driven by focused execution and strong end-market demand," said Micron Technology President and CEO Sanjay Mehrotra. "We are excited about the strengthening DRAM industry fundamentals. For the first time in our history, Micron is simultaneously leading on DRAM and NAND technologies, and we are in an excellent position to benefit from accelerating digital transformation of the global economy fueled by AI, 5G, cloud, and the intelligent edge."

Qualcomm Incorporated today announced that its Board of Directors has unanimously selected Cristiano Amon to succeed Steve Mollenkopf as CEO, effective June 30, 2021. Mollenkopf informed the Board of his decision to retire as CEO following 26 years with the Company. Amon, who has worked at Qualcomm since 1995, is currently President of the Company. Mollenkopf will continue his employment with the Company as a strategic advisor for a period of time.

Mollenkopf, 52, became CEO in March of 2014. He began his career as an engineer and, for nearly three decades, has helped define and lead Qualcomm's strategy and technology roadmap. His work helped propel smartphones into the mainstream and made Qualcomm a leader in 3G, 4G and now 5G, and he also oversaw the expansion into new industry segments such as the Internet of Things (IoT), RF Front End and Automotive. He was also instrumental in the Company's rise as a smartphone technology supplier. In addition, Mollenkopf successfully guided the Company through a number of extraordinary circumstances and challenges and begins the CEO transition process with the Company stabilized and well-positioned to continue to grow and drive value.

Today, at Intel's Memory and Storage 2020 event, the company highlighted six new memory and storage products to help customers meet the challenges of digital transformation. Key to advancing innovation across memory and storage, Intel announced two new additions to its Intel Optane Solid State Drive (SSD) Series: the Intel Optane SSD P5800X, the world's fastest data center SSD, and the Intel Optane Memory H20 for client, which features performance and mainstream productivity for gaming and content creation. Optane helps meet the needs of modern computing by bringing the memory closer to the CPU. The company also revealed its intent to deliver its 3rd generation of Intel Optane persistent memory (code-named "Crow Pass") for cloud and enterprise customers.

"Today is a key moment for our memory and storage journey. With the release of these new Optane products, we continue our innovation, strengthen our memory and storage portfolio, and enable our customers to better navigate the complexity of digital transformation. Optane products and technologies are becoming a mainstream element of business compute. And as a part of Intel, these leadership products are advancing our long-term growth priorities, including AI, 5G networking and the intelligent, autonomous edge." -Alper Ilkbahar, Intel vice president in the Data Platforms Group and general manager of the Intel Optane Group.

In a bid to maximize utilization of its own semiconductor foundry for manufacturing larger, more profitable processors, Intel could be look at contracting TSMC to manufacture certain processors based on its low-power CPU microarchitectures, according to a new Intel job posting discovered by Komachi Ensaka. The job description for a position in Intel's Bengaluru facility, speaks of a "QAT Design Integration Engineer" who would play a role in the "development and integration of CPM into Atom and Xeon-based SoC on Intel and TSMC process."

QAT is a hardware feature that accelerates cryptography and data-compression workloads. Since the Xeon part in this sentence is referenced next to SoC, Intel could be referring to Xeon processors based on low-power cores, such as "Snow Ridge," which uses "Tremont" CPU cores. The decision to go with TSMC could also be driven by the 5G infrastructure hardware gold rush awaiting the likes of Intel across dozens of new markets, particularly those averse to buying hardware from Huawei.

During the first day of the Snapdragon Tech Summit Digital, Qualcomm Incorporated President, Cristiano Amon took the virtual stage with global industry leaders to highlight the critical role Qualcomm Snapdragon 8-Series mobile platforms have played to drive experiences forward for the next generation of devices. Qualcomm Technologies' innovation in the premium tier, coupled with the evolution of 5G, is accelerating and continuing to redefine immersive consumer experiences. The proliferation of these premium tier experiences has and will continue to enrich the lives of billions of smartphone users around the world.

"Creating premium experiences takes a relentless focus on innovation. It takes long term commitment, even in the face of immense uncertainty," said Cristiano Amon, president, Qualcomm Incorporated. "It takes an organization that's focused on tomorrow, to continue to deliver the technologies that redefine premium experiences."

During its Q3 earnings call, Samsung Electronics has provided everyone with an update on its foundry and node production development. In the past year or so, Samsung's foundry has been a producer of a 7 nm LPP (Low Power Performance) node as its smallest node. That is now changed as Samsung has started the production of the 5 nm LPE (Low Power Early) semiconductor manufacturing node. In the past, we have reported that the company struggled with yields of its 5 nm process, however, that seems to be ironed out and now the node is in full production. To contribute to the statement that the new node is doing well, we also recently reported that Samsung will be the sole manufacturer of Qualcomm Snapdragon 875 5G SoC.

The new 5 nm semiconductor node is a marginal improvement over the past 7 nm node. It features a 10% performance improvement that is taking the same power and chip complexity or a 20% power reduction of the same processor clocks and design. When it comes to density, the company advertises the node with x1.33 times increase in transistor density compared to the previous node. The 5LPE node is manufactured using the Extreme Ultra-Violet (EUV) methodology and its FinFET transistors feature new characteristics like Smart Difusion Break isolation, flexible contact placement, and single-fin devices for low power applications. The node is design-rule compatible with the previous 7 nm LPP node, so the existing IP can be used and manufactured on this new process. That means that this is not a brand new process but rather an enhancement. First products are set to arrive with the next generation of smartphone SoCs, like the aforementioned Qualcomm Snapdragon 875.

Micron Technology, Inc., today announced the launch of uMCP5, the industry's first universal flash storage (UFS) multichip package with low-power DDR5 (LPDDR5) DRAM. Now ready for mass production, Micron's uMCP5 combines high-performance, high-density and low-power memory and storage in one compact package, equipping smartphones to handle data-intensive 5G workloads with dramatically increased speed and power efficiency. The multichip package uses Micron's LPDDR5 memory, high-reliability NAND and leading-edge UFS 3.1 controller to power advanced mobile features previously only seen in costly flagship devices using discrete products, such as stand-alone memory and storage. Now available on other high-end phones, these emerging technologies—such as image recognition, advanced artificial intelligence (AI), multicamera support, augmented reality (AR) and high-resolution displays—are becoming accessible to more consumers.

"Moving 5G's potential from hype to reality will require smartphones that can support the immense volumes of data flowing through the network and next-gen applications," said Raj Talluri, senior vice president and general manager of Micron's Mobile Business Unit. "Our uMCP5 combines the fastest memory and storage in a single package, unleashing new possibilities for 5G's disruptive, data-rich technologies right at consumers' fingertips."

DIALOG SEMICONDUCTOR, a leading provider of battery and power management, Wi-Fi and Bluetooth low energy (BLE) and Industrial edge computing solutions and GLOBALFOUNDRIES (GF ), the world's leading specialty foundry, today announced that they have entered into an agreement in which Dialog licenses its Conductive Bridging RAM (CBRAM) technology to GLOBALFOUNDRIES. The resistive ram (ReRAM)-based technology was pioneered by Adesto Technologies which was recently acquired by Dialog Semiconductor in 2020. GLOBALFOUNDRIES will first offer Dialog's CBRAM as an embedded, non-volatile memory (NVM) option on its 22FDX platform, with the plan to extend to other platforms.

Dialog's proprietary and production proven CBRAM technology is a low power NVM solution designed to enable a range of applications from IoT and 5G connectivity to artificial intelligence (AI). Low power consumption, high read/write speeds, reduced manufacturing costs and tolerance for harsh environments make CBRAM particularly suitable for consumer, medical, and select industrial and automotive applications. Furthermore, CBRAM technology enables cost-effective embedded NVM for advanced technology nodes required for products in these markets.

Today, HP Inc. unveiled the HP Spectre x360 14, offering the viewability of a 15-inch device with the mobility of a 13.5-inch form factor for the ultimate browsing, reading, editing, and viewing experience. Also announced today is HP's expanded 11th Gen Intel Core Processor Spectre and ENVY line up, packed with incredible performance gains and increased battery life for the perfect work-at-home lifestyle.

The PC has become more essential than ever, with many doing more from home like work, school, and doctor's visits, for the foreseeable future. But the home is a place often filled with roommates and family members also working or learning, requiring work and personal devices to be as flexible as the user's environment. Less than one-third of users have an office where the door can be closed, making living rooms, bedrooms, and kitchens the open office floorplan of 2020. HP is creating devices like the new HP Spectre x360 14 to be adaptive and smart, with the use of intelligent features - like performance management and new AI-based audio capabilities - to anticipate needs before the user does.

NXP Semiconductors N.V. today announced the grand opening of its 150 mm (6-inch) RF Gallium Nitride (GaN) fab in Chandler, Arizona, the most advanced fab dedicated to 5G RF power amplifiers in the United States. The new internal factory combines NXP's expertise as the industry leader in RF power and its high-volume manufacturing know-how, resulting in streamlined innovation that supports the expansion of 5G base stations and advanced communication infrastructure in the industrial, aerospace and defense markets.

Lenovo is very excited to unveil the latest addition to our premium X1 portfolio, ThinkPad X1 Nano. The lightest ThinkPad ever at just 1.99 pounds (907 g) breaks new ground for performance and functionality in an incredibly featherweight package. Lenovo's first ThinkPad based on Intel Evo platform and powered by 11th Gen Intel Core processors, the X1 Nano delivers supreme speed and intelligence while maintaining outstanding battery life. Stunning visuals are delivered through a narrow bezel 13-inch 2K display with a 16:10 aspect ratio, and four speakers and four 360-degree microphones enhance the audio-visual capabilities. For a truly immersive user experience, the X1 Nano supports Dolby Vision and Dolby Atmos. State of the art connectivity is provided by WiFi 65 and optional 5G will deliver higher bandwidth capability and drive new levels of always on always connected efficiency and collaboration in a new hybrid working world.

Lenovo today is also delighted to announce that the world's first foldable PC, ThinkPad X1 Fold, is available to order and will ship in a few weeks. A pinnacle of engineering innovation, the X1 Fold offers a revolutionary mix of portability and versatility that defines a new computing category enabled by Intel Core processors with Intel Hybrid Technology and made possible by Intel's Project Athena innovation program. Blending familiar functionality that we all know from smartphones, tablets and laptops into a single foldable PC device that will forever reshape the way you work, play, create and connect. With optional 5G, you can trust that your connection speed is more secure and optimized where available and that you are better protected with ThinkShield security features. Find out more how ThinkPad X1 Fold is pioneering a new category: A Game Changing Category

GLOBALFOUNDRIES (GF ), the world's leading specialty foundry, announced today at its Global Technology Conference the next generation of its FDXTM platform, 22FDX+, to meet the ever-growing need for higher performance and ultra-low power requirements of connected devices. GF's industry-leading 22FDX (22 nm FD-SOI) platform has realized $4.5 billion in design wins, with more than 350 million chips shipped to customers around the world.

GF's new 22FDX+ builds on the company's 22FDX platform, offering a broader set of features that provide high performance, ultra-low power, and specialty features and capabilities for the newest generation of designs. The differentiated offering will further empower customers to create chips that are specifically optimized for Internet of Things (IoT), 5G, automotive, and satellite communications applications.

Qualcomm Technologies, Inc. announced a new 5G mobile platform in the 7-series, the Qualcomm Snapdragon 750G 5G Mobile Platform, which enables truly global 5G with brilliant HDR gaming and amazing on-device AI. To date, there have been more than 275 designs announced or in development based on Snapdragon 7-series mobile platforms, including 140 5G designs.

"We continue to see great traction with our high-tier Snapdragon 7-series 5G mobile platforms," said Kedar Kondap, vice president of product management, Qualcomm Technologies, Inc. "As we continue to build out this relatively new tier of our mobile roadmap, we're always looking for ways to support the growing needs of our OEM customers. Snapdragon 750G delivers a selection of premium mobile features to an even wider audience."

Qualcomm Technologies, Inc. today announced at Internationale Funkausstellung (IFA) Berlin the Qualcomm Snapdragon 8cx Gen 2 5G compute platform, the company's most advanced and efficient compute platform. Users will benefit from superior performance and multi-day battery life*, 5G connectivity, enterprise-grade security and AI acceleration, as well as advanced camera and audio technology. These features will enable and support the digital transformation and mobility needs for remote productivity and learning experiences. The Snapdragon 8cx Gen 2 is designed to enable industry leading 5G PC experiences and build on the innovative first-generation Snapdragon 8cx 5G compute platform, which powered the World's First 5G PC.

"Working remotely is the new reality, and more businesses are looking to quickly and securely connect their employee base, accelerating the need for always on, always connected PCs that are thin, light and truly mobile, equipped with blazing fast 5G cellular and Wi-Fi 6 connectivity, and coupled with multi-day battery-life to boost productivity," said Miguel Nunes, Senior Director, Product Management, Qualcomm Technologies, Inc. "We are excited to expand our customer reach with Acer, to continue bringing the best of the Smartphone to the PC. Together, we will deliver cutting-edge devices and experiences to consumers and businesses, enabling them to connect, create and collaborate anytime from virtually anywhere."