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Leading-edge capacity, defined as being for 5nm nodes and under, is expected to grow 13 percent in 2024, chiefly driven by generative artificial intelligence for data center training, inference, and leading-edge devices. Intel, Samsung, and TSMC are poised to start production of 2nm gate-all-around chips, and this along with ramping 3nm production will cause leading-edge capacity to grow by 17 percent in 2025, SEMI said. “The proliferation of AI processing, from cloud computing to edge devices, is fueling the race to develop high-performance chips and driving a robust expansion of global semiconductor manufacturing capacity,” said Ajit Manocha, CEO of SEMI, in a statement. #electricalengineering #electronics #embedded #embeddedsystems #electrical #computerchips Follow us on LinkedIn to get daily news: HardwareBee - Electronic News and Vendor Directory

Semiconductor Industrial Breaking News 1. According to the latest forecast by TechInsights, data center AI chip and accelerator shipments will grow at a compound annual growth rate of 33% to 33 million units from 2023 to 2029. The total power consumption of global data center accelerators is expected to be 2,318 terawatt hours from 2025 to 2029, which means that AI chips will account for 1.5% of electricity consumption in the next five years and will produce 1.1 billion tons of carbon dioxide. 2. Samsung Display is concentrating its manpower on the research and development of small and medium-sized OLEDs and plans to implement a 64-hour work week. 3. Intel's unreleased Lunar Lake series Core Ultra 7 processor has been exposed, and the model is Ultra 7 268V recently. Data from the Geekbench benchmark platform shows that this processor has 4 non-hyperthreaded P performance cores and 4 E energy efficiency cores. 4. ShunSin, a system module packaging factory invested by Hon Hai Group, held a shareholders' meeting on the morning of June 27. Jiang Shangyi, Chief Semiconductor Strategy Officer of Hon Hai Technology Group and Chairman of ShunSin, said that ShunSin has strengthened two special packagings, system-level packaging (SiP) and optical transceiver modules, in response to the development of artificial intelligence (AI) applications. ShunSin continues to deploy silicon photonics and co-packaged optical components CPO technology, and also maintains close cooperation with Hon Hai. 5. Samsung Electro-Mechanics and LG Innotek accelerate AI semiconductor substrate production. 6. TSMC investment in building a factory in Kumamoto, Japan has attracted great attention from the industry. After the opening of Kumamoto Plant 1 at the end of February in 2024, the latest news said that TSMC Kumamoto Plant 2 has begun land preparation work and is expected to start construction in Q4 2024. 7. The market has recently been hotly discussing panel-level fan-out packaging (FOPLP), which will lead to changes in substrate materials. As IC sizes become larger and larger, the substrate will have warping problems. 8. Overseas news recently revealed that Apple supplier Foxconn refused to allow married women to work in iPhone assembly at its factory in Tamil Nadu, India. The Indian government said today that it has asked the state authorities to submit a detailed report. 9. On June 26, Vanguard International Semiconductor Corporation announced that the board of directors of its Singapore subsidiary VSMC agreed to obtain technology licenses from TSMC for US$150 million. #datacenter #AI #SamsungDisplay #OLEDs #Intel #ShunSin #HonHai #SiP #artificialintelligence #AI #CPO #SamsungElectroMechanics #LGInnotek #TSMC #Japan #FOPLP #Apple #Foxconn #India #VanguardInternationalSemiconductor #VSMC

#Semiconductor #Tycoons Get Richer On Rising Demand For #Complex #Chips Needed For #AI Catherine Wang #Forbes #Staff : : May 29, 2024 This story is part of Forbes’ coverage of Taiwan’s Richest 2024. See the full list here(https://lnkd.in/g6kpUMyk). ------------------ Key semiconductor players such as TSMC and ASE see sales and shares jump on AI growth as they move to expand offshore to hedge risks. ------------------ Often called “Silicon Island,” Taiwan has long supplied most of the world’s semiconductors, creating wealth for the billionaire founders of its chipmakers. Now surging demand for the sophisticated microprocessors needed to power AI is adding to their riches, with the local semiconductor subindex up 43% from a year earlier, outperforming the broader market’s 31% gain. Taiwan Semiconductor Manufacturing Co. (TSMC) is the world’s largest semiconductor foundry, with a 60% share of the global market in 2023, according to Hong Kong’s Counterpoint Research. It reported a 17% jump in revenue to NT$593 billion ($19 billion) in the first quarter, following a 5% dip in 2023. That lifted founder Morris Chang’s wealth by a hefty 44% to $3.3 billion since last year’s ranking of the 50 richest. #TSMC counts Nvidia among its biggest customers, supplying the California-based company’s Grace Hopper superchips for advanced computing. Known as the father of #Taiwan’s chip design industry, Tsai Ming-kai, founder and chairman of MediaTek, saw his fortune grow nearly a third to $3.2 billion. His firm is racing to blueprint chips for both generative and edge AI, technology to power devices away from the cloud, such as smart home appliances. MediaTek’s revenue climbed 40% in the first quarter to NT$134 billion, following a 21% dip in annual revenue last year. - “The whole chip industry has done well on the back of AI.” Chris Miller, author of Chip War “Taiwan’s semiconductor entrepreneurs have done very well over the past couple of years, because the whole chip industry has done well on the back of AI,” says #ChrisMiller, author of #Chip #War  and an associate professor at #Massachusetts-based #Tufts #University. Global semiconductors sales are projected to increase 13% to $588 billion this year, despite an estimated 9% downturn in 2023 after an all-time high the year before, according to industry group World Semiconductor Trade Statistics. #semiconductor #Details: ⏬ https://lnkd.in/gYw9Eteb

The Chips Race.. Pretty much all modern electronic devices – be it smartphones, laptops or modern machinery like EVs or Commercial Aircrafts are heavily reliant and powered by microchips.  The production of semiconductor chips is an extremely complex and intricate process which requires a highly controlled and sterile environment. Brief summary as follows: Silicon Wafer Manufacturing: Foundation for Semiconductors.Most wafers are made from silicon extracted from sand. Crystallization Process: Sand is heated until it melts into a high-purity liquid. The liquid silicon is then solidified by crystallization, resulting in a silicon rod called an ingot. These ingots are sliced into thin discs, which become the wafers. Polishing: The wafer surfaces are polished to remove defects, ensuring precision for electronic circuits. Oxidation: An oxide film is created on the wafer surface. This layer serves as insulation and protects against contamination. Photolithography: Circuit designs are drawn onto the wafer using light-sensitive materials (photoresists). UV light exposure transfers the design onto the wafer. Etching: Unnecessary materials are removed from the wafer using chemical or plasma etching. Deposition and Ion Implementation: Thin films (such as metal or insulators) are coated onto the wafer at the molecular or atomic level. Metal Wiring: Thin metal films are deposited to create electrical pathways (wiring) between components. EDS (Electrical Design and Testing): Rigorous testing ensures flawless semiconductor chips. Packaging: The final wafer is cut into individual chips, ready for use in electronic devices. Taiwan’s TSMC produces roughly 50% of the world’s semiconductors - TSMC is now mass producing Chips with 3nm Fabrication – which are faster, longer lasting and more power efficient. South Korea, the US and Japan are the other leading players in this space. China is working aggressively to dominate semiconductor manufacturing – China’s SMIC is now producing 7nm chips being utilised in Huawei Mate 60 smartphone released last year ( which is outselling Apple’s iPhones there). India is taking aggressive steps to not be left behind in the Chips space – However we are quite some distance away from the lading players. Our focus is right now on the 28nm chip space where there is still decent demand. Government and Industry are taking ambitious steps to ensure India transforms into a major player in this space going forward. The Union Cabinet on February 29 approved the country’s first semiconductor fab to be set up by the Tata Group in partnership with Taiwan’s PSMC. Startups in the space like Morphing Machines , Mindgrove Technologies,InCore Semiconductors are powering India's march.. https://lnkd.in/eTE4z_8B #semiconductorindustry #semiconductormanufacturing #india

🗞 Electronic News! 🗞 Analyst Semiconductor Intelligence sees the global chip market growing by 19 percent annually in 2024 followed by 6 percent growth in 2025, as it expects a deceleration in AI demand and general weakness elsewhere. The forecast figueres makes the firm amongst the most bullish in the short term and yet the most bearish for 2025. The global chip market was worth US$166 billion in 3Q24 up 23.2 percent compared with 3Q23, according to the World Semiconductor Trade Statistics organization . However, a weighted average of leading chip companies guidance for 4Q24 – where available – has been calculated at just 3 percent by SC-IQ with a big divide between those companies exposed to AI and data center applications and those exposed to the automotive and industrial sectors. #electricalengineering #electronics #embedded #embeddedsystems #electrical #computerchips Follow us on LinkedIn to get daily news: HardwareBee - Electronic News and Vendor Directory

Recently, according to Yonhap News Agency, #Samsung Electronics announced its future semiconductor technology strategy at the "2024 Samsung Foundry Forum" recently held in Silicon Valley, USA. It plans to introduce cutting-edge wafer foundry technology in 2027 and launch two new process nodes. , to strengthen "one-stop" services spanning the entire process of artificial intelligence (AI) chip research and development, OEM production, and assembly. Samsung Electronics’ strategic adjustment this time aims to develop high-performance, low-energy consumption AI chip products through integrated AI solutions for packaging wafer foundry non-memory semiconductors and high-bandwidth memory (HBM). According to Samsung Electronics, the implementation of this strategy will significantly shorten the cycle from research and development to production. Compared with the existing process, the time consumption can be reduced by about 20%. It is worth noting that Samsung Electronics plans to adopt innovative backside power supply network (BSPDN) technology (process node SF2Z) in the 2nm process. This technology transfers the power supply network of the chip to the back of the wafer and separates it from the signal circuit. It aims to simplify the power supply path and reduce the interference of the power supply circuit on the interconnected signal circuit. This move is expected to significantly improve key parameters such as power, performance and area of AI chips, while reducing voltage drop, thereby improving the performance of high-performance computing designs. In addition, Samsung Electronics also plans to apply optical component technology to #AI solutions in 2027, bringing low energy consumption and high-speed data processing performance to the chip. In 2025, Samsung Electronics will use "optical shrinkage" technology (process node SF4U) in the 4-nanometer process for mass production, making the chip smaller in size and better in performance.

Why Is 12-Inch the General Trend? As semiconductor manufacturing technology continues to evolve, 8-inch and 12-inch wafers have become the dominant configurations for foundries. However, the growing complexity of application scenarios, chip types, and customer needs has made the construction of 12-inch wafer fabs increasingly the preferred choice for semiconductor production. According to SEMI data, since 2011, the global market share of 12-inch wafer shipments has surpassed 50%, and it has remained above 60% since 2014. With the continued growth of high-end industries such as AI, automotive electronics, and telecommunications, the demand for 12-inch wafers will only expand. ✅ Reducing Unit Chip Costs The larger the silicon wafer, the more chips can be produced from it, which reduces the per-chip cost. Under similar process and yield conditions, a 12-inch wafer can yield more than twice the number of chips as an 8-inch wafer, which helps dilute fixed costs and improve production efficiency and profit margins. ✅ Enhancing Chip Performance As semiconductor technology advances, chip integration is increasing, requiring more sophisticated processes and larger wafer areas to accommodate more complex functions. Compared to 8-inch wafers, 12-inch wafers can house more chips and support the production of higher-performance and more intricate chips. For example: 💡 In CIS (CMOS Image Sensors), 12-inch wafers enable back-illuminated technology to enhance image quality and sensitivity. 💡 In NOR Flash, 12-inch wafers enable smaller storage units, boosting storage density. 💡 In BCD (Bipolar-CMOS-DMOS) processes, 12-inch wafers allow for higher voltage and current driving capabilities. ✅ Meeting Market Demand The rapid growth of emerging fields such as 5G, IoT, AI, and automotive electronics is driving a significant rise in demand for high-end, high-performance, low-power, and large-capacity chips. These industries require advanced manufacturing processes, which are best supported by 12-inch wafer production. Leading industry players such as TSMC, Intel, UMC, World Advanced, Powerchip, SMIC, and Huahong have significantly increased their investments and are actively expanding production capacity to meet the surging market demand. 12-inch wafers offer a significant cost advantage, with the ability to manufacture more chips at lower cost while supporting the production of more complex and powerful semiconductors. This is why global chip manufacturers are increasingly investing in 12-inch wafer fabs. Semiconductor /drone broker: YM Innovation Technolgy (Shenzhen)Co.,Ltd Email: [email protected] [email protected] #SCM #chipmaking #chipdistributors

What I still can’t wrap my head around… Within the EDA industry, we see a lot of demand for new chips with a lot of opportunities in the AI, Cloud and 5G domain.  Also, the rising complexity of of the chips brings the need for a better development process. How are we trying to deal with that? According to famous McKinsey & Company's "The Semiconductor Decade: A Trillion-Dollar Industry," the semiconductor industry is projected to reach a revenue of $1 trillion by 2030 due to the need for better technology. In the hardware design area, we see that companies need to improve the development process to keep up with more complex chip projects but at the same time need to speed it up and decrease the costs.  That’s a tough problem to solve. The tools used to develop the microchips need to keep up as well.  Or even better, outpace the innovation in the semiconductor industry ‼️ Or who loves doing things by hand manually, if you can get an automated solution? 😃 #SemiconductorIndustry #Semiconductors #FormalVerification #InvestmentOpportunities LUBIS EDA

🗞 Electronic News! 🗞 Analyst Semiconductor Intelligence sees the global chip market growing by 19 percent annually in 2024 followed by 6 percent growth in 2025, as it expects a deceleration in AI demand and general weakness elsewhere. The forecast figueres makes the firm amongst the most bullish in the short term and yet the most bearish for 2025. The global chip market was worth US$166 billion in 3Q24 up 23.2 percent compared with 3Q23. However, a weighted average of guidance for 4Q24 – where available – is calculated at just 3 percent with a big divide between those companies exposed to AI and data center applications and those exposed to the automotive and industrial sectors. #electricalengineering #electronics #embedded #embeddedsystems #electrical #computerchips Follow us on LinkedIn to get daily news: HardwareBee - Electronic News and Vendor Directory