According to the latest DigiTimes Research report, it is said that Korean memory makers have experienced a surge in chip output value. Korean memory manufacturers are Samsung Electronics and SK Hynix, which both have seen a massive growth of 22.1% on a yearly basis and 13.9% sequentially in the second quarter of 2020. This is no small feat as the demand for memory in the smartphone industry has been slowed in that period due to the COVID pandemic, however, it was offset by strong demand from servers and notebooks. When the output of Korean memory giants is fused, Samsung and SK Hynix had combined revenue of KRW22.9 trillion or about 20.8 billion USD. The demand for memory is expected to continue its growth due to the 5G headset market.

Last time we have reported that the situation with NVIDIA taking over Arm is getting serious, and it was reported that their talks were getting quite advanced. Today, we are getting new information regarding this, from the sources of Evening Standard. According to their information, the deal is supposed to be done by the time summer ends. That puts the timing of the deal very close to the present, so we could expect to see more details very soon. The venture is worth a lot, as Softbank is asking as much as 40 billion GBP, which is around 52.62 billion USD. It also goes to show just how much Arm Ltd. has grown in value from the 31 billion USD number Softbank paid in 2016 to acquire it.

In the ave of the news that Trump administration has forbidden TSMC to have Huawei as its customer, Huawei seems to be exploring new options for sourcing the best performing mobile processors. As the company has turned to the Chinese SMIC semiconductor factory, it still needs a backup plan in the case of Chinese semiconductor manufacturing flops. So to combat US sanctions, Huawei will use already made chips form the US company - Qualcomm. By sourcing the processors from Qualcomm, Huawei is losing some benefits of customs design like better system integration, however, it will gain quite powerful mobile processors. As Qualcomm is known for providing the fastest processors for Android smartphones, Huawei has ensured that it remains competitive. Qualcomm is reportedly now negotiating with the US government about delivering the chips to Huawei, and if it is allowed, Qualcomm will gain a big customer.

The US is one of the leading countries when it comes to chip design technologies and know-how; however, when it comes to actual manufacturing those designs, it's fallen from grace in recent years. Once the leader in both design and manufacturing, nowadays the US can only claim some 12% of the world's semiconductor production. The rest of it is mainly produced in Asia, where TSMC stands as the industry juggernaut, with other companies stretching across Taiwan, Japan, and most recently (and surging) China - the country has more than doubled its 300 mm manufacturing sites since 2017. This places some strain on the US' dependence from foreign shipments; and the country is looking to bridge that gap in its perceived national interests by investing heavily in silicon manufacturing to be brought back to the country. Recent slippages from Intel when it comes to keeping its manufacturing lead have apparently also instilled preoccupation amongst US policy makers.

Today we are finding out that Intel has allegedly infringed FinFET patents of Microelectronics Institute of the Chinese Academy of Sciences. On July 28th, the patent review committee has heard an application that accuses Intel of violating a patent 201110240931.5 commonly referred to as FinFET patent. The patent dates back to 2011, and it comes from the Chinese Academy of Sciences, mainly Microelectronics Institute. The Chinese patent holders are asking for as much as 200 million yuan, which roughly translates to 28,664,380 US dollars. Given that this patent infringement is a major one for Intel, it is sure that a company will be pursued extensively in court. All of the Intel's semiconductors use FinFET technology, and if this is true, the violation is rather big. For more in detail reading, please refer to the source which goes through the history of Intel and Microelectronics Institute patent violation filing.

China's upcoming 14th five-year plan (2021-2025) will continue to highlight technology and capacity upgrades as the core of its semiconductor self-sufficiency strategy, with foundry capacity projected to expand 40% from the preceding plan and fabrication process expected to advance to 7 nm, according to Digitimes Research.

Bolstered by national policies in the 13th five-year plan, China's IC manufacturing industry is expected to see combined revenues double to CNY240 billion (US$34.28 million) in 2020 from 2016, and may also move 12 nm to production by the end of the year after having volume produced 14 nm process.

TSMC, one of the largest semiconductor manufacturing foundries, has officially confirmed that it will stop all orders from Chinese company Huawei Technologies. The Taiwanese silicon manufacturer has decided to comply with US regulations and will officially stop processing orders for Huawei on September 14th of this year. Precisely, the company was receiving orders from HiSilicon, a subsidiary of Huawei Technologies that focuses on creating custom silicon. Under the new regulation by the US, all non-US companies must apply for a license to ship any American-made technology to Huawei. Being that many American companies like KLA Corporation, Lam Research, and Applied Materials ship their tools to many manufacturing facilities, it would be quite difficult for Huawei to manufacture its silicon anywhere. That is why Huawei has already placed orders over at Chinese SMIC foundry.

TSMC has just recently announced that they will be building a semiconductor factory in the US, thanks to the pressure from Trump administration. The 5 nm Fab will be built in Arizona, with construction starting in 2021. It will be finished in the year 2024 when the plant will operate at a capacity of 20,000 wafers per month. This is not a high number as TSMC Fabs usually operate at a rate of 100-150K wafers per month, however, the amazing thing is the location of the Fab. The US Fab in Arizona is set to change the global landscape of the semiconductor supply chain, as per the latest report from DigiTimes Research.

Arizona is a place in the US where lots of companies are building semiconductors. Intel, Raytheon, Microchip, ON Semiconductor, VLSI, Freescale, NXP, STMicroelectronics, Honeywell, Marvel, Amkor, Philips, and Western Digital have their facilities there and Arizona can be considered one of the key places for semiconductor manufacturing in the US. With TSMC adding their manufacturing facilities to that list as well, there could be a change in the supplier ecosystem. In light of the need for TSMC 5 nm Fab, the world's leading OSAT (Outsourced Semiconductor Assembly and Test) suppliers may be encouraged to set up local production in Arizona to help TSMC with its plans. A lot of OSAT providers are headquartered in Taiwan, however, if there is a need, they are possibly going to build their manufacturing facilities in Arizona. This alone could change the way semiconductor manufacturing facilities are supplied, and the US could become a major center of OSAT providers.

TSMC, as one of the largest silicon manufacturers in the world, has been subject to pressure from the Trump administration to build a Fab and manufacture silicon on US soil. The reasoning behind this is that the US government could order chips that are supposed to be used in military applications. For security reasons, they need to be manufactured on US grounds and "checked" by the US government. However, it seems like a Taiwanese company has no concrete plans to realize the building of the US Fab.

Thanks to the report of DigiTimes, TSMC has confirmed that they have resisted requests from the US government, and will not build a Fab on US soil for the government. They haven't dismissed the possibility of building one or silicon manufacturing facilities in the US completely. TSMC chairman Mark Liu has told DigiTimes previously that if the company wants to build a US Fab, it will do so because of consumer demand, not the government demand. And that is understandable. It is much easier to work with regular customers compared to the US government which would force a company to go through rigorous security levels to deliver chips.

Huawei's subsidiary, HiSilicon, which designs the processors used in Huawei's smartphones and telecommunications equipment, has reportedly moved its silicon orders from Taiwan Semiconductor Manufacturing Company (TSMC) to Semiconductor Manufacturing International Corporation (SMIC), according to DigiTimes. Why Huawei decided to do is move all of the 14 nm orders from Taiwanese foundry to China's largest silicon manufacturing fab, is to give itself peace of mind if the plan of the US Government goes through to stop TSMC from supplying Huawei. At least for the mid-tier chips built using 14 nm node, Huawei would gain some peace as a Chinese fab is a safer choice given the current political situation.

When it comes to the high-end SoCs built on 7 nm, and 5 nm in the future, it is is still uncertain how will Huawei behave in this situation, meaning that if US cuts off TSMC's supply to Huawei, they will be forced to use SMIC's 7 nm-class N+1 node instead of anything from TSMC. Another option would be Samsung, but it is a question will Huawei put itself in risk to be dependant on another foreign company. The lack of 14 nm orders from Huawei will not be reflecting much on TSMC, because whenever someone decides to cut orders, another company takes up the manufacturing capactiy. For example, when Huawei cut its 5 nm orders, Apple absorbed by ordering more capacity. When Huawei also cut 7 nm orders, AMD and other big customers decided to order more, making the situation feel like there is a real fight for TSMC's capacity.

US Government, precisely the Trump administration, is considering placing a ban on chip export from TSMC to Huawei. With Huawei being in the middle between the US and China fight for global technology dominance, the Trump administration is seeking to limit the progress of foreign forces trying to match or beat US technology. There were previous efforts by the US government to influence Huawei's fate, with them claiming that Huawei 5G equipment is capable of supplying China with intelligence, meaning that China tries to spy on US citizens. While those claims were later disregarded by Huawei, the Trump administration managed to do some damage to the face of the company.

The TSMC representative who spoke to Reuters about the potential ban said that the company (TSMC) does not answer hypothetical questions and that they don't talk about their customers. To achieve more control over the China semiconductor manufacturing, the US government plans to place a licensing model on all of their US-made semiconductor equipment, meaning that all the production lines are possibly in danger if the US doesn't approve shipments of their machines to other countries.

ASRock, a Taiwanese manufacturer of motherboards and graphics cards, had an amazing 2019 when it comes to the revenue. Surging around 31% on a Year-over-Year (YoY) basis and delivering revenue of 443.16 million US Dollars, ASRock is expecting to deliver even better results in 2020. When it comes to the underlying reasons for this notable increase, ASRock attributes it to the recent success of AMD's Ryzen family of processors and strong demand for the platform surrounding it. Adopting the AMD Ryzen processors in Mini-PCs, motherboards and server boards, ASRocks see strong demand for these products that should carry over in 2020.

Another reason for strong profits and even better chapters ahead is the developments in the US and European markets. Having previously been focused on the Asian market and marketing its products to that part, ASRock changed the strategy and started advertising its brand more to other regions like the US and Europe. This new strategy is progressing well and is expected to continue in the coming years. Additionally, it is worth noting that ASRock's graphics card sales started to turn profitable in 2019, and now that part of ASRock is attributing to profits as well.

GTA V, made by Rockstar and Take-Two, is possibly the biggest game ever designed, with the massive player base and massive profits fulfilled. Perhaps the most interesting report today is that the game has stayed in the top game sales chart in the United States for the past 74 months. Month after month, gamers have been buying digital copies of the game to a point where it maintained some of the top spots on the charts. Since the game launched in 2013, it got support for two generations of consoles and PC platforms, making it accessible to a huge base of gamers. With constant updates and new content, the game managed to keep players interested and busy with new quests to conquer.

"Recurrent consumer spending on GTA Online grew 23% YoY to a new record, driven by the July release of the Diamond Casino Resort update. This update was GTA Online's biggest content launch ever, delivering record daily, weekly, and monthly active users in July and again in August," CEO of Take-Two Interactive Strauss Zelnick said in November.

Taiwan Semiconductor Manufacturing Company, Limited, also known as TSMC shortly became Asia's biggest and the most valuable company with a market cap of over 8.02 trillion New Taiwan Dollars, which roughly translates to 262.75 billion US Dollars. Becoming the biggest Asian company, TSMC's market capitalization has now surpassed Samsung for the first time in the history of company existence.

The underlying reasons for becoming a company that TSMC is today, are plenty. Firstly, they are providing customers with the flexibility of choosing any manufacturing node, whatever it is the latest 7 nm or the older ones like 180 nm. They have a choice whatever they want to use something older and less expensive or something newer for high-performance and lower power. Additionally, TSMC is re-investing a big part of its profits into research and development efforts to stay competitive and deliver only the best technology to its customers, on time.

The US Trade Representative on Friday granted a reprieve to the increased tariffs being levied at China-imported electronic goods. The exemption, valid for one year until 20th August 2020, includes some products that will be welcome to PC hardware enthusiasts, including motherboards, graphics cards, desktop cases, "mouse input devices" valued over $70, "trackpad input units" valued at over $100, and power supply units that output more than 500 W.

The exempts have come as fruits of requests from US stakeholders in the hardware space; should imports be available only from China (meaning there are no alternate sources of said materials) or if the tariff could cause "severe economic harm", a temporary reprieve on the levies could be sought. And so the exempts were requested, and now granted. Prices paid before the announcement of the reprieve that included the added tax penalties are final; the exemption is only valid for orders after September 20th. This means the 25% increased rates (itself an increase on the initial 10%) on the tax basis are now frozen when it comes to the aforementioned hardware. This means companies no longer have to scramble to source their manufacturing to countries other than China, and that prices increased for end consumers on the basis of the tax increase are now meritless.

Previously, we have reported that major OEMs are looking and exploring for ways of moving production outside of China, into other Asian countries, because of tariffs imposed by US-China trade war and rising labor costs. The original report from Nikkei specifically indicated that Microsoft will move its Xbox and Surface manufacturing to Thailand and Indonesia, while the production in China would stop.

However, Tom's Hardware had a conversation with Microsoft regarding the situation and the outcome was contradictory to the report of Nikkei. Microsoft told Tom's Hardware "that there currently aren't any plans to do so", which means that current manufacturing facilities are there to stay. We still don't know how will the rest of OEMs react or comment, but HP also said to Tom's that it shares industry concerns and will not comment any further to the rumors, adding that tariffs are hurting consumers.

Apparently, AMD isn't celebrating its 50th anniversary in all parts of the globe, judging from recent reports regarding its AMD Radeon RX 5700 XT 50th Anniversary Edition. Apparently, the exclusive, limited-edition graphics card will only be available for US and China customers - two of the biggest worldwide markets, for sure. This is a strange decision from AMD, since a sold unit is a sold unit; however, this may be a sign of really limited availability of the graphics card and the hardware powering it.

Trendforce, via its market analysis division DRAMeXchange, announced yesterday that it expected DRAM pricing to fall even more than previously estimated. The motive behind this is Huawei's ban following the US-China trade war, which will limit Huawei's ability to deliver its server and, especially, smartphone products. With companies being banned from trading with the Chinese firm, a voracious consumer of the US-tied DRAM production has just evaporated without a trace. This means increasing inventories amidst a freeze in demand due to uncertainty in the overall markets, which will obviously tip the supply-demand balance.

This has led TrendForce to officially adjust its outlook for 3Q DRAM prices from its original prediction of a 10% decline to a widened 10-15% decline, with an additional 10% decline in the fourth quarter. And of course, after prices hit rock bottom, they can only go up, which is why DRAMeXchange expects prices can only increase - and DRAM manufacturers' outlook improve - come 2020. Gear up for those DRAM upgrades this year, folks.

As the trade war between the US and China continues to unfold, we are seeing major US companies ban or stop providing service to China's technology giant Huawei. Now, it looks like the trade war has crossed the ocean and reached the UK. This time, UK based ARM Holdings, the provider of mobile chip IP for nearly all smartphones and tablets, has revoked the license it has given Huawei.

According to the BBC, ARM Holdings employees were instructed to suspend all interactions with Huawei, and to send a note informing Huawei that "due to an unfortunate situation, they were not allowed to provide support, deliver technology (whether software, code, or other updates), engage in technical discussions, or otherwise discuss technical matters with Huawei, HiSilicon or any of the other named entities." The news came from an internal ARM document the BBC has obtained.

Yesterday, a US senator called Josh Hawley announced a bill to legalize banning of so-called "manipulative" video game design in the United States. The decision was proposed yesterday to US Congress.

The "Protecting Children from Abusive Games Act" would prohibit all games geared towards children, that implement a "pay to win" model where a player is progressing through the game by paying for it. The Senator also added that titles with paid-for in-game awards, such as loot boxes, are supposed to get banned. For overseeing and enforcing the ban, the Federal Trade Commission would be in charge. The FTC in-turn would hire state attorneys to prosecute companies violating the ban.

Cooler Master, a global leader in PC component manufacturing, today, announces the launch of their new Square Fan (SF) series of PC fans. Introduced as part of the MasterFan family, the new SF series of fans are equipped not only with RGB lighting, but features designed to enhance user experience in installation and performance.

Three new fans are included in the new SF series, the MasterFan SF120R RGB, SF120R ARGB and the SF360R ARGB. All three fans feature Cooler Master's new square fan design, while the SF360R ARGB fan incorporates multiple fans in an All-In-One frame. The entire SF series features rubber pads around each point of connection to decreases vibration and reduce noise pollution. In addition, the SF series of fans are designed to be compatible with all current AIO liquid coolers and most computer cases.

Samsung Electronics Q1-2019 preliminary reads like a horror story to investors, as the company posted its worst drop in operating-profit in over four years. Operating income fell 60 percent in the quarter ending March 2019, to about USD $5.5 billion, beating Bloomberg analysts who had predicted a 56 percent drop. Sluggish sales to IoT major Amazon, smartphone major Apple, and other handset makers, compounded by swelling inventory in the supply chain, has triggered sharp drops in DRAM prices that were offsetting critically low NAND flash prices. Demand for Samsung SoCs (application processors) is also on the decline.

Samsung is betting heavily on the success of its Galaxy S10 family of smartphones to recover from losses faced in the three component markets. Prices of DRAM prices fell 22 percent YoY, and NAND flash continues to slide by roughly that much, at 23 percent. NAND flash prices have been on a continuous decline over the past 3 years. DRAM prices, on the other hand, rallied in that period, and it's only now that it posted its first price-drop since 2016. NAND flash prices are expected to slide further down, as oversupply and failure of newer technologies like QLC taking off, hurt NAND flash manufacturers.

Prices of PC DDR4 memory modules are normalizing to 3-year lows as the pre-Summer PC upgrade season looms and several AAA game launches line up. 8 GB (2x 4 GB) dual-channel DDR4 memory kits have dropped to around USD $50 on popular PC component retailers such as Newegg, 16 GB (2x 8 GB) kits can be had for $80 at DDR4-2667 speeds. Premium 16 GB dual-channel kits (DDR4-3200 and above) start at $99. Premium 16 GB kits with RGB embellishments now typically start at $120.

Perhaps the biggest news from these memory price drops come in the form of capacity. 32 GB dual-channel (2x 16 GB) memory kits now start for as little as $144, for a kit with two dual-rank DDR4-2667 modules. Premium 32 GB kits, with RGB lighting and speeds as high as DDR4-3000 now start at $180. HEDT builders also have reason to cheer, as 32 GB quad-channel (4x 8 GB) kits start for as little as $150, and premium kits with DDR4-3000 frequency can be had for as little as $184. Newegg and the US aren't the only places you can find sharp drops in memory prices. Even across the big pond in Germany, we've been tracking significant drops in memory prices, with 16 GB dual-channel kits starting at 79€, premium 16 GB kits around 100€, 32 GB kits at 160€, and premium 32 GB kits around 190€.

This is still a developing story, however it has matured enough to where we feel confident about discussing it. It kicked off last week when the proprietor of Mayhem Solutions Ltd, better known simply as Mayhems, shared information regarding Thermaltake introducing their own Pastel-branded coolants to be used in the PC DIY water cooling sector. Mayhems has had a trademark registered for this in the UK since 2015, and let Thermaltake know via email to try to reach an amenable solution. Indeed, EKWB and Alphacool had both used the Pastel trademark with Mayhems' permission in the past, some of which also came via using the Mayhems Pastel base under their respective brand names. After word from Thermaltake's legal team, first trying to defend the use of Pastel as a generic term, and then saying that they would work on a compromise, Mayhems told us they have not heard back from the company in over a week since the last correspondence, and are forced to take legal action to prevent Thermaltake P1000 pastel coolants to be sold in the UK.

We wanted to have due diligence in our reporting, and contacted Thermaltake ourselves for a statement. After receiving word that they will send us one, we too have not heard back from the company since. We respect Thermaltake's decision, and are always willing to update this post if they do send us one, but in the meantime we went further. Indeed, a careful look at the trademark (screenshots seen below) confirms Mayhem's legal stance on this matter. However, it is not easy to enforce a trademark in the court. It would be all the more harder to do so when there can be an argument made about the use of the term pastel, which no doubt Thermaltake would argue is not necessarily tied to the coolant, but more as the general term to showcase the various colors and the opaque-nature of said coolants. More on this story past the break, including quotes from retailers we spoke to.

ID-COOLING a cooling solution provider focusing on thermal dissipation and fan technology research and production for over 10 years, announced AURAFLOW X 240 AIO water cooler, featuring the newly developed powerful pump and 12V RGB lighting on both the pump and fans at the same time synchronizing with motherboard RGB control.

AURAFLOW X 240 is equipped with the newly developed powerful pump which has the flow rate reaching up to 106L/H, lift range 1.3m H2O. The pump block has a micro-fin copper base to ensure the best cooling performance. Power connector is 3pin with a 3pin to Molex adapter to help ensure 12V constant input to ensure maximum cooling performance. It also comes with a standard 12V RGB connector.