Both the IC and semiconductor industries have been in a positive cycle for quite some time, with the second half of 2018 and 2019 threatening to slow down or even run into turbulence. Although the next half of the market demand for many chips in the next half of 2018 remains intact, there has been some warning that the NAND Flash market is expected to fall from a shortage of capacity to a potential period of overcapacity, with time to fall in the second half of 2018 or 2019, and the DRAM price is expected to be gradually eroded.

In order to push the animal networking strategy, IP, Kigen, Mbed OS and PSA, Arm launched the Internet of things management platform Pelion, which provides a unified security model and a single console, providing a high security and simple management platform. Arm claims that this is the first mixed environment environment for end to end Internet of things connection, data and management platform.

Guoju (2327), a large passive component manufacturer, reported a record monthly high of NT $9.812 billion in combined revenue including Junyao-KY in July. Guo said that the order visibility was as high as several quarters, and the order delivery ratio was nearly 3 times.

AMD second generation Ryzen B450 chipset has been officially banned. Host board brands include ASUS (2357), Gigabyte (2376), MSI (2377) and Hua Qing (3515), to fully grab the new products of the mid order B450 series, and to further accelerate the adjustment of the old version of the product stock, to be listed in the fourth season Intel ninth Core processor new products. Before the fierce battle, it was preheated for the peak season.

In July 31, 2018, the global digital money miner ASIC product leader Innosilicon announced today that its bitcoin Terminator series uses Samsung's most advanced low power FinFET technology to break the industry record with ultra high energy efficiency - the energy consumption of the chip is as low as 63W/TH, and the measured wall of the mining machine is 75W/TH (25 degrees C). The record-breaking, energy-efficient ASIC has entered mass production, and the next generation of bitcoin miners using the chip has begun to ship.

I believe that many DIYer have an impression of AMD's products: the core is many. It's true that AMD has been a multi-core seller for a long time, but apart from the two Ryzens, the previous four-core-eight products were not very successful. However, Intel, which is now trapped in the 14nm process, has also begun to climb the core number, not only under i5, but also the 8 core and 18 core processors have been listed. Besides the high selling thread tearing, the multi core advantages of AMD are no longer obvious.

[reporter Zhang Zhiying] according to foreign media reports, Qualcomm recently declared that in its patent battle against apple, Intel was supposed to provide technical documentation and code for the latest radio frequency components used by iPhone in 2018.

The IC design leader will be held today (31), but recently it has been frequently targeted by foreign investors. The latest report issued by the foreign capital of the sub department, due to the deterioration of the 3 quarter revenue and gross interest rate, the target price was down to 220 yuan, and the evaluation was reduced to the sale at the same time, causing market concern.

Korean industry minister Bai Yunkui (Paik Un-gyu) on Monday (30) visited the main semiconductor production line of 005930-KR and 000660-KR, and vowed to invest 1 trillion and 500 billion won ($1 billion 340 million) in the next 10 years to strengthen the competitiveness of South Korean semiconductors.

A card war in the future is a netizen ridicule or praise AMD card of a stem, refers to the AMD graphics card with the passage of time, in the new drive, new game neutrality can be gradually improved, from some test results to see this statement still a certain reason. Now, not only the AMD card can fight the future, the AMD processor can also be released for more than a year in the sharp dragon 7 1800X, its performance has also improved compared with the release time, and the lead between Core and i7-7700K has increased from 20% to 27%, the performance of the game has also increased by 3%, and the gap with Core i7-7700K is also narrowed.