Marco Mezger

TSMC’s 2nm #Wafers Reportedly Set to Double in Price, Benefitting IP/ Material Companies 💡 As #TSMC has reportedly begun trial production of 2nm #chips in its Baoshan Plant in #Hsinchu, northern #Taiwan, the schedule of mass producing 2nm in 2025 remains on track. A report by Commercial Times reveals that the price of 2nm wafers is expected to double compared to 4/5nm, which may exceed USD 30,000 per #wafer. While the yield rates for advanced nodes of Intel Corporation and Samsung Semiconductor are rumored to be relatively low, the rising price of 2nm #wafers reflects TSMC’s market monopoly as well as its strong pricing power, the report notes. Citing comments by sources from #semiconductor companies, the report states that fabs have invested heavily in advanced processes. For instance, the R&D investment of 3nm may exceed USD 4 billion, with key partners in TSMC’s supply chain, such as #Taiwanese #IP providers and material suppliers, playing a critical role. Thanks again to TrendForce Corporation for the full article with more background and insights via the link below 🙏💡👇 https://lnkd.in/eekxhkQ9 #semiconductormanufacturing #technology #tech #it #chip #chips #ai #semiconductors #innovation #geopolitics #lithography #asml #server

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#Korean #NANDFlash #Manufacturers Cautiously Increase #Wafer Input, Capacity Utilization Maintains Around 50% 💡 According to a report from South Korean media The Chosun Daily, Samsung Electronics is set to increase wafer input by approximately 30% this quarter at its #NAND #Flash production lines in #Pyeongtaek, #SouthKorea, and Xi’an, #China. However, #Samsung remains cautious about further production increases to avoid impacting NAND Flash price trends. The report indicates that while Samsung’s NAND Flash production lines can exceed 2 million wafers in a quarter at full capacity, internal targets for wafer output in the second to fourth quarters are capped at 1.2 million wafers each, maintaining overall utilization rate at around 50%. The same report further indicates that SK hynix has set a quarterly cap of around 600,000 #wafers for NAND Flash production, with overall utilization rate ranging between 50% and 60%. As per TrendForce Corporation’s data, it has projected a strong 13–18% increase in Q2 NAND Flash contract prices, with enterprise SSDs expected to rise highest. Thanks again to TrendForce Corporation for the full article with more background and insights via the link below 🙏💡👇 https://lnkd.in/emAnDDQc #semiconductorindustry #technology #tech #memory #micron #chip #ic #chips #semiconductormanufacturing #ai #cloudcomputing #server #ai

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#Samsung Gains Early Market Entry Advantage in the Panel-Level Packaging Sector Ahead of #TSMC 💡 TSMC is said to be entering the fan-out panel-level packaging (FO-PLP) sector, according to a previous report from Nikkei. Now, a report from BusinessKorea noted that Samsung is making significant strides in the PLP field, as the #tech giant acquired the PLP business from Samsung Electro-Mechanics as early as in 2019. It is interesting to note that TSMC has returned to the development of PLP now, while this #technology is actually regarded by Samsung Electronics as the “secret weapon” to challenge TSMC’s InFO-WLP technology a few years ago. In 2015, TSMC has secured all of Apple’s #A10 orders by offering the InFO-WLP (Integrated Fan-Out Wafer Level Packaging) technology. According to a previous report by Korea media outlet ETNews, Samsung was prompted to take action, making the company to cooperate with Samsung Electro-Mechanics to start developing FO-PLP technology. Thanks again to TrendForce Corporation for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/etXDwcUW #semiconductorindustry #semiconductor #semiconductormanufacturing #chip #chips #technology #tech #it #foundry #southkorea #taiwan #usa

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Q2-2024 European Components Distribution (DMASS) Reports Lower Revenue in Second Quarter 2024. The contraction of the European components market continued in the second quarter of 2024, and the distribution industry was particularly affected. According to DMASS Europe e.V., the European components distribution market recorded a decline of 26.9% in the second quarter of 2024 across all components, with consolidated sales ending at 4.09 billion Euro. While IP&E (Interconnect, Passive and Electromechanical) components seem to normalize faster with a minus of only 12.9% to 1.48 billion Euro, #Semiconductors continue to bear the consequences of the massive growth in the last 3 years. Semi sales declined by 33.1% to 2.62 billion Euro (minor rounding error included). Semiconductor distribution sales in Europe shrank by 33.1% to 2.62 billion Euro, the lowest sales value since Q4/2021, but way above pre-#CoVID times. Quite notable were also regional differences, as shown in the table, with #Germany as the biggest market contracting significantly more than most bigger countries. #UK , #France, #Iberia and #EasternEurope “did better” than average. Hermann Reiter, chairman of DMASS: “When it came to sales, the second quarter hopefully did not surprise anyone. The low bookings of 2023 are now turning into equally low revenues. Due to still high inventory levels, especially in the semiconductor field, and due to macro-economic uncertainties, a return to growth in 2024 for distribution is unlikely or could happen earliest at the end of the year. However, as we can see, parts of the market – IP&E (Interconnect, Passive and #Electromechanical) – have started to normalize already, so our confidence that 2025 will see a return to growth is very high. What makes us a bit nervous is the low visibility within the #supplychain and the lack of longer-term procurement strategies. We hope that the industry isn’t making the same mistakes as in 2020.” Thanks to DMASS Europe for the full article with more background, charts and insights via the link below 💡🙏👇 https://lnkd.in/eZw4MTxj #semiconductorindustry #semiconductors #semiconductor #technology #it #tech #innovation #geopolitics #ic #ai #chip #chips #distribution #dram #nand #nandflash #flashmemory #datacenter #computing #computer #ic

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TSMC to build 7 new plants in 2024: Company official 🤯🤩🇩🇪🇯🇵🇺🇸🇹🇼 #Taiwan #Semiconductor #Manufacturing Co. (#TSMC), the world's largest contract chip maker, will build seven new plants this year in a bid to boost its global competitiveness, a company official said on Thursday. The seven plants -- three #wafer plants and two packaging factories in Taiwan plus another two wafer plants overseas -- are being built or will be built to meet fast growing global demand for high-performance #computing devices and #smartphones, Huang Yuan-kuo (黃遠國), head of the FAB18 plant in #Tainan, told at TSMC 2024 Taiwan #Technology Symposium. Thanks to Flor Wang , Chang Chien-chung and Focus Taiwan for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/e7ZSHTJn #semiconductorindustry #semiconductors #semiconductor #technology #it #tech #innovation #geopolitics #chip #chips #ic #germany #japan #usa #semiconductormanufacturing #it #ai #aiot #computer #pc #mobile

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#Samsung, #SKHynix and #Micron Ramp Up #HBM Production, Reportedly Doubling Output Next Year 🤩 According to a report from Commercial Times, SK hynix, Samsung Electronics, and Micron Technology, the world’s top three #memory #manufacturers, are actively investing in high-bandwidth memory (#HBM) capacity expansion plans. Industry sources cited by the same report estimate that by 2025, the additional production will reach approximately 276,000 units, bringing the total capacity to 540,000 units, an annual increase of 105%. Regarding the latest developments in #HBM, TrendForce Corporation indicates that HBM3e will become the market mainstream this year, with shipments concentrated in the second half of the year. Currently, SK Hynix remains the primary supplier for HBM, along with Micron, both utilizing 1beta nm processes and already shipping to NVIDIA. Samsung, using a 1alpha nm process, is expected to complete qualification in the second quarter and begin deliveries mid-year. Thanks again to TrendForce Corporation for the full article with more background and insights via the link below 🙏💡👇 https://lnkd.in/eFJXY9xR #semiconductorindustry #semiconductors #semiconductor #technology #tech #innovation #chip #chips #ic #southkorea #usa #geopolitics #ai

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#Samsung Reportedly Signs USD 3 Billion HBM3e Deal with #AMD 💡 According to a report from #Korean media outlet viva100, Samsung Electronics has signed a new USD 3 billion agreement with processor giant AMD to supply #HBM3e 12-layer #DRAM for use in the Instinct MI350 series #AI chips. Reportedly, Samsung has also agreed to purchase AMD #GPUs in exchange for HBM products, although details regarding the specific products and quantities involved remain unclear. Earlier market reports indicated that AMD plans to launch the Instinct MI350 series in the second half of the year as an upgraded version of the Instinct MI300 series. The MI350 series is reportedly expected to adopt TSMC’s 4-nanometer process, delivering improved computational performance with lower power consumption. The inclusion of 12-layer stacked HBM3e memory will enhance both bandwidth and capacity. Thanks again to TrendForce Corporation for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eu2zB69k #semiconductorindustry #semiconductors #semiconductor #technology #it #tech #artificialintelligence #ev #cloud #usa #chip #chips #southkorea

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#SouthKorea's Early Exports Rise as Momentum Remains Strong 💡 - #Chip shipments increase 43% while car exports rise 12.8% - Momentum in export growth has been broadening out in #Asia #SouthKorea's exports have made a brisk start to the second quarter based on early trade figures for April, brightening the outlook for economic growth. The value of shipments increased 11.1% from a year earlier in the first 20 days of April, according to data released Monday by the customs office. Imports rose 6.1%, resulting in a trade shortfall of $2.6 billion. South Korea releases trade data earlier than most countries and is one of the world’s biggest producers of high-tech products, making its performance a leading indicator for broader trends in global commerce. Thanks again to Sam Kim and Bloomberg News for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eDP_ymxK #semiconductorindustry #semiconductor #semiconductors #chip #chips #ic #semiconductormanufacturing #technology #tech #it #ai #ic #cloud

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Micron Technology Reportedly Set to Build New #DRAM Plant in #Hiroshima, #Japan, Operational Expected by End of 2027 💡 According to a report from a Japanese media outlet The Daily Industrial News, it reported that #Micron Technology plans to build a new plant in Hiroshima Prefecture, Japan, for the production of DRAM #chips, aiming to begin operations as early as the end of 2027. The report estimates the total investment to be between JPY 600 billion and 800 billion (roughly USD 5.1 billion). Construction of the new plant is scheduled to begin in early 2026, with the installation of extreme ultraviolet (#EUV) #lithography equipment. The Japanese government has approved subsidies of up to JPY 192 billion (roughly USD 1.3 billion) to support Micron’s production of next-generation chips at its Hiroshima plant. The Ministry of Economy, Trade and Industry stated last year that this funding would help Micron incorporate ASML’s EUV equipment, with these chips being crucial for powering #generativeAI, #datacenters, and #autonomousdriving #technology. Thanks again to TrendForce Corporation for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/e5-AW75n #semiconductorindustry #semiconductors #semiconductor #technology #it #tech #semiconductormanufacturing #innovation #geopolitics #ic #ai #computing

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Based on TSMC's InFO (Integrated Fan-Out) packaging technology introduced in 2016, the development of FOPLP (Fan-Out Panel Level Packaging) is garnering attention. Companies like AMD and NVIDIA are exploring its application in chip packaging, creating a buzz in the market. TrendForce notes that initial applications focus on mature processes, with a spotlight on cost-sensitive products like power management integrated circuits (PMICs). The forecast suggests that mainstream consumer integrated circuit products will likely adopt FOPLP around 2027, notably in the AI GPU sector.

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#DDR3 Price Rebound Expected in the Upcoming Quarters, Benefiting #Taiwanese Manufacturers - check out at MEMPHIS Electronic for best options for your design in... 🤩 As the standard #DRAM market experiences an unprecedented cycle of supply-demand imbalance, the #shortage of DDR3 production capacity has become even more severe. According to a report from the Economic Daily News, with leading #manufacturers like #Samsung exiting DDR3 production, while demand for DDR3 from #AI and #edgecomputing devices continuing to increase, the storage capacity per single device is rising sharply. This is expected to drive a rebound in DDR3 prices, potentially benefiting related #Taiwanese manufacturers such as Winbond, Elite Semiconductor Microelectronics Technology (#ESMT), and Etron Technology Inc. 鈺創科技. In response to the shift of operational focus to high-bandwidth #memory (#HBM) and #DDR5, the world’s top three memory manufacturers are gradually phasing out the #DDR3 market. You can reach out to MEMPHIS Electronic the MEMORY COMPETENCE CENTER of the industry, to find alternatives that will fit your requirements and are also long term available. MEMPHIS Electronic - WE KNOW MEMORY A big thank you to TrendForce Corporation for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/dTG9kVbj Neumonda Intelligent Memory

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SK hynix: #GDDR7 Mass Production To Start in Q1'2025 Being a major JEDEC #memory standard, GDDR7 is slated to be produced by all three of the Big Three memory #manufacturers. But it seems that not all three vendors will be kicking off mass production at the same time. #SKhynix was at this year's #Computex trade show, showing off their full lineup of memory #technologies – including, of course, GDDR7. SK hynix is the last of the major memory vendor's we've seen promoting their memory, and fittingly, they seem to be the last in terms of their mass production schedule. According to company representatives at the show, the firm will not kick off mass production of their GDDR7 chips until the first quarter of 2025. Thanks again to Anton Shilov and AnandTech for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eEMBgD_N #semiconductorindustry #semiconductors #semiconductor #technology #tech #innovation #ai #semiconductormanufacturing #dram #mobile #it

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It is SEMICON #Taiwan time again ❤️🤟🤩 - See you here today and tomorrow👇👇 #semiconductorindustry #semiconductors #semiconductor #chip #chips #ic #technology #tech #foundry #electronics #geopolitics

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Major #EV #Battery Markets Aiming to Reduce Dependence on Global EV Leader #China 💡 The global EV battery market grew 19% YoY during H1 2024 with China ranking first in terms of EV battery installations, followed by #Europe and the #USA. The global average battery capacity of #BEVs reached 64.7kWh (+6% YoY) in H1 2024 while for #PHEVs it reached 23.1kWh (+14% YoY), driven by the rising demand for smart #electricvehicles in China, according to Counterpoint Research’s Global EV Battery Tracker. Thanks again to Counterpoint Research for the full article with more background and insights via the link below 🙏💡👇 https://lnkd.in/eanMX4U4? #semiconductorindustry #automotiveindustry #car #cars #auto #chip #chips #innovation #technology #tech #geopolitics #electrification #ai #CATL #BYD #LG #Samsung #Panasonic #SK #CALB

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SK Group to restructure #chip processing and distribution arm? SK Group is rumoured to be planning an internal reorganisation that will merge SK Inc's semiconductor processing and distribution company, Essencore, with its industrial gas company, SK materials airplus. According to various industry sources, the group's investment arm SK Inc wants to bring the two subsidiaries into the unit run by its SK ecoplant environment-focused division. The reports say SK Group needs to bolster SK ecoplant's financial structure in preparation of its planned IPO. Thanks again to Dennis Dahlgren and Evertiq - Global for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/eqnaFMxw #semiconductorindustry #semiconductors #memory #dram #nand #flash #flashmemory #chip #chips #ic #southkorea #technology #tech #it #ai

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SK hynix poised to outpace Samsung Electronics in Q3 #chip earnings As #Korea's two main #chipmakers prepare to announce their earnings for the third quarter of this year, expectations are rising that SK hynix may surpass Samsung Electronics in operating profit within the #semiconductor sector. The market consensus for SK Hynix’s operating profit in the third quarter has reached 6.76 trillion won ($5 billion), with revenue expected to be around 17.99 trillion won during the same period. If these estimates closely align with actual figures, the company is likely to achieve a record high in quarterly operating profit, despite the negative outlook for the global #memory #chip market. Samsung Electronics does not disclose detailed figures for each business division in its earnings guidance. The company’s device solutions (DS) division, which oversees the memory #chip business, will likely account for more than 50 percent of Samsung Electronics’ overall operating profit. In light of this, the market anticipates that Samsung Electronics will report an overall operating profit of 10.77 trillion won in the third quarter, with the operating profit of its Device Solutions (DS) division expected to fall between 5.2 trillion won and 6.3 trillion won. This suggests that SK hynix may outpace Samsung Electronics in operating profit by a margin between 400 billion won and 1.5 trillion won, dealing a blow to Samsung’s long-time reputation as the world’s largest memory chip company. Thanks to Nam Hyun Woo and The Korea Times for the full article with more background and insights via the link below 🙏💡👇 https://lnkd.in/eQB_cSiK #semiconductorindustry #semiconductormanufacturing #technology #tech #it #icdesign #datacenter #ai #server #cloudcomputing #dram #hbm #nvidia #computing #computer #innovation #geopolitics #it

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【Industry news】 #Samsung is rumored to stop #autonomous #driving #research and shift its personnel to the field of #robotics #Apple has withdrawn from the #development of #self-driving #electric cars after 10 years, and #Samsung Electronics has also suspended research on self-driving car algorithms (#software), planning to focus on #robot research and conduct future robot research including #humanoid #robots. Samsung Research Institute is an advanced research and development (R&D) institution under the #Device #Experience (DX) Department. It currently does not conduct research related to #autonomous #driving, so this decision actually stopped research on autonomous driving.

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Ranked: The Top 10 #EV #Battery #Manufacturers in 2023 💡 Despite efforts from the #USA and #EU to secure local domestic supply, all major EV battery manufacturers remain based in #Asia. In this graphic Visual Capitalist rank the top 10 EV battery manufacturers by total battery deployment (measured in megawatt-hours) in 2023. The data is from EV-volumes.com. Thanks again to Bruno Venditti and Visual Capitalist for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/esZ8Zbw7 #semiconductorindustry #semiconductors #semiconductor #technology #ev #cars #automotiveindustry #evehicles #battery #batterytechnology #it

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Status of the #Microcontroller Industry 2024 💡 Mainland #China continues to gain #MCU ship to region share as well as a growing number of emerging MCU suppliers. How is the market adjusting? The #pandemic-induced #supplychain disruptions, #foundry capacity #shortages, and stockpiling drove up average selling prices (ASPs) significantly, rising from around $0.60 USD in 2020 to $0.93 by 2023. Although the supply chain has regained some stability, with a return to just-in-time ordering by the end of 2023, overall ASPs have been slow to return to pre-pandemic levels. However, the emergence of new suppliers in the last few years, particularly in Mainland China, has led to government incentives that have sparked price wars. While this has helped to reverse the spike in ASPs caused by supply chain disruptions, prices are not expected to fall to pre-pandemic levels in the foreseeable future. The main reason pricing remains elevated is product substitution. There has been a long-standing trend toward the growth of more expensive 32-bit MCUs over their 16-bit and 4/8-bit counterparts, as many designers migrate to the more robust and standardized 32-bit Arm ecosystem. Additionally, recent performance increases in MCUs, such as the shift toward cutting-edge process nodes, the replacement of low-cost smartcard MCUs with more complex #embedded secure MCUs, and stronger growth in higher-cost High-reliability Class MCUs over Multimarket MCU applications, have further contributed to sustaining higher prices. These substitution trends have prevented any rapid price declines. That being said, prices are gradually dropping, potentially reaching as low as $0.88 USD over the next few years. Beyond product mix trends within the MCU market, global inflation has driven prices up across all markets. The combined effect of emerging supplier price wars, inflation, and product substitution has resulted in a relatively stable environment for MCU ASPs, which are expected to fluctuate around $0.90 through 2029. A very big thank you again to Yole Group for the full article with more background and insights via the link below 💡🙏👇 https://lnkd.in/ejnSafv9 #semiconductors #semiconductor #technology #tech #it #ic #chip #chips #geopolitics #embeddedsystems #innovation #china #usa #europe #japan

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