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2020年5月15日 星期五

台積電不太可能不去美國設廠滴。

半導體產業需要群聚效應,台積電不太可能不去美國設廠滴,不然美商的訂單,就會給在美國有大投資的Intel與三星搶去了。
我說台積電是一定會去美國設廠滴,而且一定是先進製程,不然沒有競爭力。其他的台灣上下游廠商也會跟著去。
而對台積電最好的情況是,這個美國投資案,可以讓台積電換取仍能繼續製造晶片供貨給中國廠商的特殊豁免。
不然的話,其實川普也不需要台積電的同意,也不必對台積電動手,美國只要禁止中國廠商(例如海思)繼續使用美國獨佔市場的電子設計自動化工具集(EDA Tools),中國廠商全就馬上嗝屁了,連設計圖都沒有還下單哩!

2019年5月26日 星期日

蘋果公司一定在後悔自己太早跟高通公司和解了。

高通公司拿來告蘋果公司與英特爾公司的非標準關鍵專利,都被各國法院判定為無效了,包括那個得到德國地院頒發iPhone7/8/X禁售令的專利,European Patent EP2724461 on a low-voltage power-efficient envelope tracker,今天也被歐洲專利局撤銷了(可異議)。我說蘋果公司一定在後悔自己太早跟高通公司和解了。
「"Once Apple started purchasing modem chips from Intel, Apple challenged Qualcomm’s royalty rates, as Tony Blevins (Apple Vice President of Procurement) testified at trial: 'There are court proceedings where we’re trying to establish what is a FRAND rate for royalty.' [...] In response, according to Blevins, Qualcomm sought patent injunctions around the world against Apple’s handsets: '[T]hey had filed injunctions against Apple and lawsuits on non-SEPs, again, to improve their position . . . on the SEPs.' [...]"」
FOSSPATENTS.COM
On the legal front, this week was the worst ever for Qualcomm in its corporate history, due to the FTC's sweeping victory in the Northern…

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遲來的正義,蘋果公司一定在後悔它與高通公司的和解協議簽太快。
關於這個網站
UDN.COM
美國晶片大廠高通(Qualcomm)22(今)日盤前股價暴跌12%,利空是美國聯邦法官21日判定高通非法打壓手機晶片的...

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美國聯邦貿易委員會在北加州聯邦地方法院告贏高通公司,而且是全面性的大勝。
「The Federal Trade Commission (FTC) of the United States has won the first round of litigation against Qualcomm. Judge Lucy H. Koh of the United States District Court for the Northern District of California has just found that the San Diego-based chipset maker violated the FTC Act, and has ordered the following remedies:
(1) Qualcomm must not condition the supply of modem chips on a customer’s patent license status and Qualcomm must negotiate or renegotiate license terms with customers in good faith under conditions free from the threat of lack of access to or discriminatory provision of modem chip supply or associated technical support or access to software.
(2) Qualcomm must make exhaustive SEP licenses available to modem-chip suppliers on fair, reasonable, and non-discriminatory ("FRAND") terms and to submit, as necessary, to arbitral or judicial dispute resolution to determine such terms.
(3) Qualcomm may not enter express or de facto exclusive dealing agreements for the supply of modem chips.
(4) Qualcomm may not interfere with the ability of any customer to communicate with a government agency about a potential law enforcement or regulatory matter.
(5) In order to ensure Qualcomm's compliance with the above remedies, the Court orders Qualcomm to submit to compliance and monitoring procedures for a period of seven (7) years. Specifically, Qualcomm shall report to the FTC on an annual basis Qualcomm’s compliance with the above remedies ordered by the Court.」
FOSSPATENTS.COM
The Federal Trade Commission (FTC) of the United States has won the first round of litigation against Qualcomm. Judge Lucy H. Koh of the Uni...