The first six months of 2015 will see the launch of next-generation 4G chipsets that are expected to be 30% cheaper than existing models, industry sources say. The new 4G chips will be 20% smaller than this year's models, providing a potential reduction in semiconductor packaging and testing costs, according to those sources.
Less demand for semiconductors with 28-nanometer features is causing silicon foundries to reallocate their 28nm production capacity to making 20nm chips, DigiTimes reports, citing industry sources. Slowing sales of high-end smartphones and more orders going to second-source foundries for 28nm chips are fueling the trend, those sources note.
Penn National Gaming may be considering a casino at Plainridge Racecourse after Tewksbury, Mass., rejected its proposal for a slots parlor, sources say. "Penn National is going to step back and take some time to determine what, if any, options they want to consider in Massachusetts," a Penn spokesman said Wednesday.
With sales of high-end smartphones stalling, demand is lagging for NAND flash memory devices, DigiTimes reports, citing industry sources. NAND flash prices have fallen about 5% this month, and they are expected to go lower in August and September.
Samsung Group will increase its expenditures on facilities to $44.8 billion this year, sources say. Much of that budget is expected to go to Samsung Electronics, which is building a wafer fabrication facility in Xi'an, China, for NAND flash memory devices and reconfiguring its wafer fab in Austin, Texas, to make logic chips. Sanford C. Bernstein's Mark Newman wrote Thursday that "Samsung is one of the few survivors in semiconductors and will continue to grow semiconductor earnings ... as the market continues to grow rapidly powered by smartphones and further improve DRAM margins and share as the DRAM industry moves closer towards a profitable oligopoly."