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- Analysis: Qualcomm-Samsung ties may fray over logic ICs
As Samsung Electronics boosts its output of logic chips, it may purchase fewer logic ICs from Qualcomm for its products, Kim Yoo-chul notes in this analysis. "Our idea is to use Samsung solutions for Samsung products. That will be the base of our profitability for the future," an unnamed Samsung official said. "Yes, we are trying to cut our dependence on Qualcomm for logic chips, although we are producing some of its logic chips on a foundry basis." Credit Suisse told clients in a letter, "The logic chip business has the greatest potential to become another Samsung growth engine." The Korea Times (Seoul)
(1/20)
- Deutsche Bank sees good times for TSMC with mobile chips
Deutsche Bank sees higher profits for Taiwan Semiconductor Manufacturing this year and in 2014 due to increased demand for chips made with 28-nanometer and 20nm features, which often go into mobile devices. "We forecast TSMC's increased dominance and growing addressable markets in 28/20 nanometers to drive stronger earnings growth," analyst Michael Chou said. The bank rates TSMC's stock as a "buy." The Taipei Times (Taiwan)
(1/21)
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Looking for expert insights into the new DDR4 standard?
Register now for JEDEC's 2-day DDR4 Workshop on Feb. 6 and 7 in Santa Clara, Calif., offering an in-depth technical review of DDR4 as taught by industry leaders involved in the creation of the standard. Presenters include representatives from Agilent, AMD, Inphi, Intel, Micron, Montage, Samsung and SK Hynix. See the agenda and register today -- online registration and discounts end 1/31.
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JEDEC Mobile Forum 2013 -- call for presentations
To be held in Santa Clara, Calif., on May 1 and 2, the Forum will focus on the latest developments and standards for mobile storage technology, including Universal Flash Storage (UFS), LPDDR3 & 4, and Wide I/O 2, as well as the mobile devices that utilize these standards, including smartphones, ultra-thin notebooks, and tablets. Share your knowledge and experience by submitting a presentation for consideration. All submissions due 2/8.
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