Subject: General Tech | April 30, 2016 - 12:33 AM | Scott Michaud
Tagged: SoC, nfme, gpu, cpu, amd
Nantong Fujitsu Microelectronics Co., Ltd. (NFME) is a Chinese company that packages and tests integrated circuits. Recently, AMD has been working with China to reach that large market, especially given their ongoing cash concerns. This time, AMD sold 85% of its stake in two locations, AMD Penang, Malaysia and AMD Suzhou, Jiangsu, China, to NFME and formed a joint venture with them, called TF-AMD Microelectronics Sdn Bhd.
I see two interesting aspects to this story.
First, AMD gets about $320 million USD in this transaction, after taxes and fees, and it also retains 15% of this venture. I am curious whether this will lead to a long-term source of income for AMD, even though the press release claims that this structure will be “cost neutral”. Either way, clearing a third of a billion dollars should help AMD to some extent. That equates to about two-to-three quarters of net-loss for the company, so it gives them about six-to-nine extra months of life on its own. That's not too bad if the transaction doesn't have any lasting consequences.
Second, NFME now has access to some interesting packaging and testing technologies. NFME's website claims that this allows them to handle dies up to 800mm2, substrates with up to 18 layers, and package sizes up to 75mm. These specifications sound like it pulls from their GPU experience, which could bring all of that effort and knowledge to completely different fields.
The press release states that 1,700 employees will be moved from AMD to this venture. They do not state whether any jobs are affected over and above this amount, though.
Subject: Displays | April 30, 2016 - 01:33 AM | Scott Michaud
Tagged: LG, lg display, oled
According to a spokeswoman for LG Display, via Reuters, the display panel company will increase their investment in OLED production by $395.99 million USD. Back in November, we reported on their plans to produce an $8.7 billion USD facility that was expected to manufacture panel sizes that range between smart watch and large TV.
Just displaying an LG Display display.
It's awesome that OLED is getting even more attention. The display technology is better suited than LCD/LED in terms of both real contrast and high refresh rate / low persistence, with the former good for deep blacks and saturated colors, and the latter for VR, 3D, and generated content like games. We've seen a few professional monitors announced at CES, but they are still in the “decent used car” price range. That's a welcome change from “decent new car” however, but availability is still basically non-existent. This is before LG Display's production facility wakes up in 2018, and LG is known to push lower prices into markets. Just a couple years!
- 2 of 2