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.

Because of the characteristics of high switching speed and lower switching loss, SiC can achieve small volume and high power target because of its high switching speed and lower switching loss. Therefore, it leaps into the new power design star. Its application market is also accelerated and will expand into more applications in the next few years, and the power chip merchants also accelerate the layout. Footsteps, like Infineon, continue to expand their CoolSiC MOSFET line, aiming at three major areas of solar power, electric vehicle charging and power supply.

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.

Collecting microgrid news, we reported in June that Dialog is discussing merger with Synaptics. However, according to the latest news, the merger has failed.

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.

According to foreign media reports, last week AMD held a communication activity on ThreadRipper 2 (second generation of thread tearing, 12NM Zen+ Architecture) processor in Maranello, Italy, but the content of the CPU should be related to the specific specifications and prices of the processor. There may be some information. The Canadian retailer suddenly released a reservation page for the Ryzen Threadripper 2990WX processor, marked as 32 core 64 threads, the flagship style, with a price of 2399 yuan (about 12518 yuan).

On the morning of 26, at a distance of less than 3 hours from the Qualcomm (Qualcomm) M & a deadline for En Zhipu (NXP), a Qualcomm Corp responsible person told the first financial reporter: "(the transaction) is over."

MLCC, chip resistance and other products of passive components, ceramic capacitors (MLCC), chip resistance and other products continue to be continued in July, and the price trend is still upward. The industry is promising. The revenue of GB and Huaxu will be synchronized for five months in July. The monthly increase rate is from two to 30%. The country is expected to exceed NT $9 billion (the same) and move towards a hundred billion. Huaxu is also expected to stand up to 5 billion yuan for the first time.

Qualcomm is going to buy a $44 billion M & A case of NXP, which has been prepared by the mainland authorities for a late failure. For Taiwan semiconductor industry, high Qualcomm and NJI Pu's product line overlap is low. No matter whether the merger and acquisition case is passed or not, the single profit of the Taiwan wafer generation factory and the sealing plant is more than the disadvantages, and the IC design manufacturers, such as the Federation, the new Tang and the Sheng group, will not have a negative impact.

The Qualcomm technology company is considered to be the largest acquisition transaction in the semiconductor industry, which is likely to become the fate of the US China trade war.