Chips

Apple, Amazon and Google in the bidding war to acquire Toshiba’s flash chip unit

Christian Zibreg ∙ Updated July 1, 2017

Although Toshiba saw strong overall results from its HDD/SSD business in 2016, it's spinning off the lucrative NAND flash unit into a separate company. It's a last-ditch effort to plug a gap after the firm reported a heavy one-off $6.3 billion loss in December 2016, prompting its chairman to resign.

Korean Herald cited yesterday's report in Yomiuri Shimbun Daily claiming that Apple, Amazon and Google are engaged in a bidding war to acquire the Japanese giant's NAND flash unit. A very diverse conglomerate, Toshiba is Apple’s top supplier of memory chips for iOS devices and files as the second-largest flash chip maker in the world after Samsung Electronics.

Volume production of Apple-designed A11 chips for iPhone 8 kicking off in April

Christian Zibreg ∙ March 27, 2017

Apple's favorite chip foundry, Taiwan Semiconductor Manufacturing Company (TSMC), is about to kick off volume production of a new Apple-designed A11 chip widely expected to serve as the engine for new iOS devices this year, including an all-new iPhone 8 with an OLED display and the iterative iPhone 7s and iPhone 7s Plus with LCD screens.

TSMC could spend $16+ billion on US chip plant, final decision in the first half of 2018

Christian Zibreg ∙ March 20, 2017

iPhone and iPad silicon maker Taiwan Semiconductor Manufacturing Company Limited (TSMC) won't make the decision whether or not it would build a foundry fab in the United States until sometime in 2018, Reuters reported Monday. The firm hinted it might start building some of the chips in America.

TSMC, which exclusively churns out Apple-designed mobile processors for latest iPhone and iPads, won't make a definite decision on building a US plant this year because it would lose its "flexibility" if it made the move this year.

Foxconn and TSMC joining together to bid for Toshiba’s flash memory business

Christian Zibreg ∙ March 7, 2017

Aside from other firms, companies like storage maker Western Digital, iPhone manufacturer Foxconn and Apple mobile chip maker Taiwan Semiconductor Manufacturing Company (TSMC) have all been named as potential bidders seeking a stake in Toshiba’s memory business.

According to a new report in the Chinese-language Liberty Times, quoted by DigiTimes, Foxconn and TSMC are joining forces in an attempt to acquire a majority stake in Toshiba's NAND flash business. A successful bid by the two Apple suppliers may pose a great challenge to Samsung Electronics' leadership in the flash memory market.

iPhone chip maker TSMC also eyeing Toshiba’s flash memory business

Christian Zibreg ∙ March 2, 2017

According to DigiTimes, Apple chip maker Taiwan Semiconductor Manufacturing Company (TSMC) is also interested in acquiring a stake in Japanese giant Toshiba's memory business. The semiconductor foundry has been looking to expand into the lucrative 3D NAND memory sector.

Apple's top supplier of memory chips, Toshiba is looking to spin off its flash unit into a separate company after reporting a massive $6.3 billion loss, with the split to become effective on April 1, 2017.

Firms like storage maker Western Digital and iPhone manufacturer Foxconn are among the potential bidders seeking a stake in Toshiba's memory business, too.

Foxconn serious about bidding for Toshiba’s memory chip business

Christian Zibreg ∙ March 1, 2017

Contract manufacturer Foxconn Technology Group, which assembles Apple's iPhones and other companies' products, is “very serious” about bidding for Toshiba’s memory chip business. Toshiba is currently Apple's top supplier of flash memory chips. Foxconn's founder and chairman Terry Gou said the firm cannot afford not having this technology.

Toshiba recently moved to sell some or all of its memory chip business after reporting a massive $6.3 billion loss. According to Bloomberg, Gou was present at an event in southern China to open a new $9 billion display plant.

TSMC kicking off commercial shipments of 10-nanometer chips next month

Christian Zibreg ∙ February 24, 2017

Semiconductor foundry Taiwan Semiconductor Manufacturing Company (TSMC) is kicking off commercial shipments of chips built on its new ten-nanometer process technology, ahead of iPhone 8, sources told Taiwanese trade publication DigiTimes. TSMC is building iPhone 7's A10 Fusion chip and is said to have landed an exclusive contract to manufacture processors for 2017 iPhone and iPad models.

References to next-generation MacBook Pros with Kaby Lake chips found in Sierra code

Christian Zibreg ∙ February 7, 2017

A developer-only preview of what would become the macOS Sierra 10.12.4 software update references a total of eight next-generation MacBook Pro models with the latest Kaby Lake processors from Intel. First discovered by the Apple-centric blog named Pike’s Universum, the code strings in question point to unused IDs for three motherboard identifiers. Aside from other improvements, the Kaby Lake platform enables lower power consumption while possibly bringing support for 32GB RAM.

Bloomberg: Apple working on ARM-based Mac chip to handle low power features

Christian Zibreg ∙ February 1, 2017

According to a new report from Bloomberg's Mark Gurman and Ian King, Apple is developing a new ARM-based chip for Macs that would take on more of the low power mode functionality that's currently being handled by Intel processors.

This upcoming piece of silicon may first become available in a next-generation MacBook Pro planned for later this year. Among other things, it would help improve battery life.

Apple sues Qualcomm over withholding $1B as ransom in Korean legal investigation

Christian Zibreg ∙ January 21, 2017

Apple on Friday announced it's suing iPhone modem supplier Qualcomm, which owns many wireless patents, “after years of disagreement over what constitutes a fair and reasonable royalty”. The suit argues Qualcomm withheld nearly $1 billion in payments it owes to Apple as retaliation because Apple cooperated with the Korea Fair Trade Commission. Last month, Korean regulators slapped Qualcomm with a $850 million fine over its patent-licensing practices.

Apple's suit, filed in federal district court in the Southern District of California, accuses Qualcomm of charging royalties for technologies “they have nothing to do with.” Responding to the complaint, Qualcomm called Apple's claims groundless and said they “misrepresented facts”.

iPhone 7 flash memory maker Toshiba could sell its NAND flash unit to Western Digital

Christian Zibreg ∙ January 20, 2017

DigiTimes estimated this week that flash memory chips for smartphones will remain in high demand throughout 2017 because supply shortages are reportedly “worse than expected” as chip makers are currently transitioning from older 2D NAND to newer 3D NAND technology.

According to a report Friday in The Korea Herald newspaper, citing Mirae Asset Daewoo Securities analysts, Toshiba may spin off of its lucrative NAND flash unit and sell the stake to Western Digital, narrowing the technology and market share gap with its bigger rival Samsung Electronics.

Qualcomm denies FTC’s claims it bribed Apple into using its modem chips

Christian Zibreg ∙ January 18, 2017

Yesterday, the U.S. Federal Trade Commission (FTC) charged Qualcomm with monopolizing baseband modems used in smartphones, basically saying the company bribed Apple into not making a WiMAX iPhone in exchange for better royalties. The chip maker in a subsequent press release denied any wrongdoing, saying the FTC doesn't really understand how the mobile industry works.