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News Breaks
March 19, 2014
12:02 EDTAPD, SSNLFAir Products awarded major supply contract from Samsung
Air Products (APD) announced it has been awarded another major contract by Samsung Electronics (SSNLF) to supply complete bulk specialty gas and chemical delivery systems in support of its fab in Xi'an, Shaanxi Province, western China. The contract called for the design and construction of a bulk specialty gas supply yard by Air Products equipped with the company's turnkey piping connecting the yard with the fab for distributing bulk specialty gases for the manufacturing process; and the supply of its state-of-the-art specialty gas delivery equipment and specialty liquid chemical delivery equipment in the fab. The fab in the Xi'an High Tech Zone represents one of Samsung Electronics' largest overseas investments and one of the most advanced fabs in China. The memory products produced by the fab will be widely used in portable devices such as smart phones, tablet computers, digital cameras, USB drive, and other consumer electronics products for which China is a major market. Awarded a major contract in 2012 to supply bulk gases to this fab, Air Products has built several large air separation plants to support the needs of Samsung Electronics and also the merchant market in the region.
News For APD;SSNLF From The Last 14 Days
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July 23, 2015
06:42 EDTSSNLFMobile DRAM prices to fall on excess smartphone inventory, DigiTimes reports
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06:25 EDTSSNLFApple Watch, Android Wear Wi-Fi adoption to motivate others, DigiTimes says
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July 22, 2015
05:55 EDTSSNLFDRAMeXchange: DRAM prices to fall further, DigiTimes says
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July 21, 2015
06:19 EDTSSNLFSilicon Valley giants side with Samsung in battle with Apple, InsideSources says
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July 20, 2015
13:28 EDTSSNLFSamsung most popular smartphone maker in Q2, TrendForce says
Samsung (SSNLF) was the most popular smartphone maker in the second quarter, even though the smartphone market has started to slow down, according to data from research firm TrendForce. Smartphone shipments will grow 8.2% year over year in 2015, though that's down from the previously anticipated growth rate of 11.6%, the report says. Samsung has led in smartphone shipments with a second-quarter growth of 26.8%. However, Galaxy S6 and S6 Edge's annual shipment forecast has been marked down repeatedly. TrendForce has also revised Samsung's annual smartphone shipments downwards to 45M units this year. As Chinese vendors are taking more shares of the low- to mid-range product market, Samsung's ability to reverse its fortune may hinge on the success of its Galaxy Note 5. If this device is able to attract consumers with upgraded specs and new features, then Samsung will avoid the high possibility of negative shipment growth for this year. Apple (AAPL) rode on the popularity of iPhone 6 and iPhone 6 Plus in this year's first half and achieved a remarkably strong shipment result in the off-peak season. The next-generation iPhone due to be launched this year offers no major changes in appearance, but Apple has given the device a new A9 processor and upgraded its memory to 2GB LPDDR4 for the first time. These improvements along with the Force Touch module and a camera featuring a possible resolution of 12MP will give the next iPhone a huge boost. Thus, TrendForce's iPhone shipment forecast for this year continues to be very positive with a high growth of 15% upwards. Lenovo (LNVGY) has fallen to No. 6 in the global shipment ranking and is expected to see a 20%-30% decline in this year's shipments. Lenovo's market share did not double as anticipated after its takeover of Motorola in 2014. Moreover, Lenovo did not have a well-defined product positioning strategy and the brand faced strong competition from challengers offering lower-priced smartphone models.
July 19, 2015
14:09 EDTSSNLFIntel chip delay could spell opportunity or disaster, Barron's says
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July 17, 2015
05:47 EDTSSNLFSamsung C&T shareholders approve merger with Cheil Industries
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July 16, 2015
18:26 EDTSSNLFXiaomi VP says 'absolutely' coming to U.S., Bloomberg TV says
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13:43 EDTSSNLFSemi equipment stocks overreacting to Intel capex cut, says Summit Research
Summit Research said Intel (INTC) is pushing out its 10nm plans for multiple reasons and that TSMC (TSM) and Samsung (SSNLF) will not let a "once in a lifetime opportunity" pass and will speed up their own spending. The firm believes the pullback in semiconductor equipment stocks, particularly Applied Materials (AMAT), KLA-Tencor (KLAC) and Lam Research (LRCX), on Intel's capex guidance cut is somewhat of an overreaction and recommends buying amid the weakness.
13:39 EDTSSNLFSamsung begins rollout of payment service in Korea, TechCrunch reports
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11:53 EDTSSNLFApple and Samsung in talks to launch e-sim card, Financial Times reports
Apple (AAPL) and Samsung (SSNLF) are in advanced talks to launch electronic sim cards, reports the Financial Times. The GSMA is close to announcing an agreement to produce an standardized embedded sim for consumer devices that would include the smartphone makers. Reference Link
06:32 EDTSSNLFSamsung tries home visits to woo investors to approve Cheil, C&T deal, WSJ says
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06:14 EDTSSNLFMetLife Insurance to vote Samsung C&T shares in favor of Cheil, Reuters says
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05:46 EDTSSNLFTSMC and Samsung begin A9 chip mass production, DigiTimes reports
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July 14, 2015
08:04 EDTAPDSemiconductor Equipment & Materials International to hold a conference
SemiCon West 2015 is being held in San Francisco on July 14-16.
07:57 EDTSSNLFSamsung applies for patent for body fat measurement via phone
Samsung's patent application for a method of measuring body fat using a mobile device was pointed out by Business Insider's Lisa Eadicicco. Reference Link
05:53 EDTSSNLFSamsung expected to launch Galaxy Note 5 on August 14, DigiTimes reports
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July 13, 2015
06:37 EDTSSNLFTablet sales plateaued in 2014, TechCrunch reports
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05:50 EDTSSNLFReports: Samsung developing 11K panels, DigiTimes says
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05:49 EDTSSNLFUpstream supply chain expects weak PC performance in 2H15, DigiTimes reports
The upstream supply chain expects weak PC performance in the second half of 2015, reports DigiTimes. According to sources, orders are expected to stay weak in Q3 after it originally expected a bottoming out in Q2. Reference Link
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