The institution predicts that the annual growth rate of the HBM market will reach 52% in the next four years

Due to the surge in demand for artificial intelligence, the prices and demand for HBM and DDR5 are both increasing. The price of HBM is 5-6 times that of existing DRAM products; The price of DDR5 is also 15% to 20% higher than that of DDR4. From this year to 2027, the annual growth rate of DRAM market revenue is expected to be 21%, while the HBM market is expected to soar by 52%. HBM's share of DRAM market revenue is expected to exceed 10% this year and approach 20% by 2027.

2023-11-25

German subsidies or current variables affecting Intel and TSMC's plans to build factories

Recently, a ruling by the Federal Constitutional Court of Germany resulted in the postponement of the country's 2024 federal budget. All government expenditures may be subject to scrutiny, which could result in chip manufacturers such as Intel and TSMC losing significant subsidies.

2023-11-24

Botong's $69 billion acquisition of VMWare has been conditionally approved by China

Chip giant Broadcom announced on Tuesday that it plans to complete a $69 billion acquisition of cloud computing company VMWare on Wednesday. The merger between Broadcom and VMware is one of the largest technology industry transactions in history, and although it has been approved by the European Union, the UK, South Korea, and Japan, it still requires approval from China.

2023-11-23

TSMC plans to build a third factory in Japan to produce 3-nanometer chips

According to insiders, TSMC is considering building a third chip factory in Japan to produce advanced 3-nanometer chips; This may make Japan an important global chip manufacturing center. Insiders said that the chip foundry has informed supply chain partners that it is considering building a third factory in Kumamoto Prefecture, southern Japan, under the project code TSMC Fab-23 Phase III.

2023-11-22

SK Hynix will use its subsidiary's KrF PR for 238 layer NAND flash memory

According to reports, SK Hynix acquired the electronic materials business unit of Jinhu Petrochemical for approximately RMB 2.22 billion in 2020. Recently, according to The Elec, the thick KrF photoresist (PR) developed by SK Hynix has passed the company's quality inspection.

2023-11-21

Apple's self-developed 5G modem has been postponed until the end of 2025

The 5G modem project independently developed by Apple has been highly anticipated, but faces new challenges. According to Bloomberg reporter Mark Gurman's latest Power On newsletter, the release time of Apple's self-developed 5G modem may be delayed again, as early as the end of 2025.

2023-11-20

TSMC Wins Microsoft 5nm AI Chip Order

According to industry insiders, TSMC has received orders for artificial intelligence (AI) chips from major cloud service providers (CSPs), including Microsoft's 5nm chip order.

2023-11-18

Samsung plans to launch 3D AI chip packaging "SAINT" in 2024

As semiconductor microfabrication processes approach the physical limit, advanced packaging technology has become the focus of competition. TSMC is the first to launch the 3Dfabric platform, and Samsung plans to launch the "SAINT" advanced 3D chip packaging technology to catch up.

2023-11-17

Samsung and SK Hynix Q3 semiconductor inventories remain at high levels

The semiconductor libraries of Samsung and SK Hynix also maintained a high level in the third quarter of 2023. According to Samsung's quarterly report, as of the third quarter of 2023, its overall inventory amount was 55.2 trillion won, an increase of 5.9% from 52.1 trillion won at the end of 2022; The inventory amount of semiconductors has significantly increased by 16.1% from 29 trillion won at the end of 2022 to 33.7 trillion won, an increase of more than twice compared to the end of 2021.

2023-11-16

SK Hynix HBM's shipment volume is expected to increase significantly, reaching 100 million by 2030

SK Hynix CEO Jeong ho Park revealed in his speech on the 13th that the company's high bandwidth memory (HBM) shipment this year is 500000 units, and it is expected to reach 100 million units per year by 2030.

2023-11-15

Advanced process competition among wafer foundry giants entering white-hot stage

The advanced process investment of wafer foundry giants stems from the explosion of demand in the chip market. With the promotion of emerging technologies such as AI and high-performance computing, the importance of advanced manufacturing processes in the wafer foundry industry has become increasingly prominent, attracting wafer foundry companies such as TSMC, Samsung, and Intel to accelerate the introduction of more advanced manufacturing technologies to meet the continuous growth of market demand.

2023-11-14

Samsung Releases 2.1D Semiconductor Packaging Technology Cost May Reduce by 22%

Samsung has recently introduced the next generation (2.3D) semiconductor packaging technology to strengthen its competition with Intel and TSMC, which can be used to package high-performance semiconductors such as AI chips. It is reported that this packaging technology can reduce costs by 22% without sacrificing performance.

2023-11-13

Bosch, Infineon, and NXP have been approved by Germany to invest in TSMC chip factories

Recently, the German antitrust agency announced approval for Bosch, Infineon, and NXP to invest in TSMC's German Dresden 12 inch chip factory.

2023-11-11

Reza Electronics Releases Next Generation MCU Chips and Roadmap

Reza Electronics, a global semiconductor solution provider, recently unveiled its next generation System on Chip (SoC) and Microcontroller (MCU) plans for all major applications in the automotive industry. As of now, the average annual shipment volume of all Ruisa MCUs in recent years has exceeded 3.5 billion, of which about 50% is used in the automotive industry, while the rest is used in industries, the Internet of Things, data centers, and communication infrastructure.

2023-11-10

News says Intel has decided to shelve Vietnam's investment plan

Currently, Vietnam has Intel's largest chip assembly, packaging, and testing factory. In February of this year, it was revealed that Intel plans to add $1 billion worth of investment in Vietnam to enhance its chip cluster effect in Vietnam. However, the latest news indicates that Intel has shelved its new investment plan in Vietnam.

2023-11-09

Samsung Electronics plans to invest 700-1 trillion won to expand HBM production capacity

Samsung Electronics has acquired some buildings and equipment within the Tian'an factory area of Samsung Display to expand HBM production capacity. Samsung Electronics plans to establish a new packaging line at the Tianan factory for large-scale production of HBM. The company has spent 10.5 billion Korean won to purchase the aforementioned buildings and equipment, and is expected to invest an additional 700 billion to 1 trillion Korean won.

2023-11-08

TI announces the official start of construction for the second 12 inch wafer factory located in Utah

Recently, Texas Instruments (TI) announced that it is breaking ground on its second 300mm semiconductor wafer factory located in Lehi, Utah. After completion, TI's two factories in Utah will produce tens of millions of analog and embedded processing chips at full capacity every day.

2023-11-07

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2023-11-07

TDK Launches First SMD Impact Current Limiter

The J404 developed by TDK Corporation is the first surface mounted surge current limiter (ICL) based on PTC (Positive Temperature Coefficient) technology. This component (order number B59404J0170A062) is designed specifically for applications with DC voltages up to 500 V and AC voltages up to 350 V, and can be used to limit surge currents in applications such as DC buses and charging equipment in electric vehicles.

2023-11-04

Ansemy's automotive business revenue in the third quarter reached $1.2 billion, a year-on-year increase of 33%

Ansemy announced its third quarter results for the 2023 fiscal year: revenue for the third quarter was $2.1808 billion, GAAP and non GAAP gross profit margin were 47.3%, GAAP operating profit margin and non GAAP operating profit margin were 31.5% and 32.6%, respectively, GAAP diluted earnings per share were $1.29, and non GAAP diluted earnings per share were $1.39. Among them, the automotive business revenue set a record, increasing by 33% year-on-year to $1.2 billion.

2023-11-03