Most read articles – TSMC fab, Apple phenomenon, Imagination IPO


What are the topics covered this week? There is a Mannerisms blog on the crackdown on the tech industry in China, Digi-Key signing distribution deal with Siemens, Kaohsiung getting its first TSMC factory, consideration of Apple’s phenomenal revenue growth, and potential for an IPO or a sale of Imagination Technologies…

5. China’s intentions [Mannerisms]
The misunderstanding of the Chinese government’s intentions in cracking down on the tech industry became clearer last week. He embarked on a project not so much of nation building as of nation building. Last week, the government proposed new regulations on the video game industry – telling companies to break away from “the lonely goal of seeking profit” and avoid “unhealthy tendencies, such as the cult of money and effemicity “. Businesses were urged to “deeply understand the importance and urgency of preventing minors from online gambling addiction”.

4. Siemens Partners with Digi-Key for Automation and Control Products
Digi-Key Electronics has signed a distribution agreement with Siemens for its line of automation and control products, the companies said. The partnership will cover products such as power supplies, human-machine interface (HMI) technology, programmable logic controllers (PLCs) and heavy-duty switches. Sectors covered include automotive manufacturing, data centers, electronics manufacturing and healthcare.

3. TSMC to build 6/7 nm plant in Kaohsiung
The port of Kaohsiung in southern Taiwan will receive its first TSMC plant, reports the Nikkei. So far, TSMC has built its factories in the northern city of HsinchuTSMC and the central city of Taichung where it has a 7nm factory. In July, TSMC was granted approval to build a 2nm manufacturing plant in Hsinchu in which the manufacturing equipment is expected to be installed in 2023. Perhaps one of the reasons for Kaohsiung’s choice is that it s This is the foundation of ASE Technology – the world’s largest testing and packaging house. The intention is to innovate this year and launch the first pads in 2023/4.

2. The phenomenon [Mannerisms]
Only 25 U.S. companies made more than $ 10 billion in profits in 2019, but Apple has done so in each of the past 13 quarters, which puts the scale of Apple’s achievements in context. In 20 years, Apple has grown from $ 5.36 billion in sales in 2001 to $ 274 billion in its fiscal year ended September 2020, an average sales growth of 23% for nearly two decades.

HQ of the imagination1. Imagination with a view to an IPO or a sale
Imagination Technologies has hired investment bank Lazard to review the company’s put or IPO options, Bloomberg reports. The owners of Imagination are China-backed private equity firm Canyon Bridge, which bought Imagination in 2017 for approximately $ 760 million. Imagination’s share price was slashed in 2017 when Apple, which provided half of its revenue, announced it would cut back on business with Imagination. Last year, Apple signed a new licensing agreement with Imagination.

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