ELECTRONICS NEWS HIGHLIGHST 01/17/2022

ELECTRONICS NEWS HIGHLIGHST 01/17/2022

1. AMD'S $35 BLN DEAL FOR XILINX EXPECTED TO CLOSE IN Q1/2022

Chip company Advanced Micro Devices (AMD) $35 billion all-stock deal for peer Xilinx is now expected to close in the first quarter of 2022, delayed from a previous target of end-2021. Shares of AMD were marginally up in trading after the bell, while those of Xilinx fell 3.6%. AMD announced the deal in October, intensifying its battle with chief rival Intel Corp in the data center chip market.

Details: https://www.reuters.com/markets/deals/amds-35-bln-deal-xilinx-now-expected-close-2022-2021-12-30/  

2. DRAM CHIP DELAYS DUE TO CHINA’S XIAN LOCKDOWN

Xi’an, a city of 13 million people, has been on lockdown since Dec. 22, the longest in the country since the early days of the outbreak in Wuhan. Samsung Electronics and Micron Technology, two of the world's largest memory chip makers, warned that strict COVID-19 curbs in the Chinese city of Xian could disrupt their chip manufacturing bases in the area. The lockdown in the city puts further pressure on global supply chains and adds to a torturous year for exporters facing sharply higher freight costs even as prices for raw materials including semiconductors skyrocket amid the two-year long pandemic.

Details: https://www.reuters.com/world/china/micron-warns-dram-chip-delays-due-chinas-xian-lockdown-2021-12-29/

3. SAMSUNG DISPLACES INTEL AS TOP CHIP SUPPLIER

With expected semiconductor sales of $83 billion in 2021, Samsung will displace Intel in the top spot of 17 companies, or “megasuppliers,” expected to have greater than $10 billion sales in 2021. The list includes six fabless companies (Qualcomm, Nvidia, Broadcom, MediaTek, AMD, and Apple) and one pure-play foundry (TSMC).

Details: https://epsnews.com/2022/01/07/samsung-displaces-intel-as-top-chip-supplier/

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