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Tuesday 5 December 2023
Memory market may boom in next 2 years, says Adata chairman
Beginning in 2024, the memory market is expected to have a new phase of growth that may last for up to two years, according to Simon Chen, chairman of memory module house Adata Technology.
Monday 4 December 2023
Global semiconductor equipment billings decrease in 3Q23, says SEMI
Global semiconductor equipment billings fell 11% year on year to US$25.6 billion in the third quarter of 2023, while quarterly billings slipped 1%, according to SEMI.
Monday 4 December 2023
Samsung unveils next-gen process lab, eyeing AI chips supremacy in 10 years
Samsung Electronics recently inaugurated the "Next-Generation Process Development Lab" to spearhead the development of "killer-grade" technologies for the semiconductor industry over the next decade. The lab plans to develop cutting-edge technologies riding on the previous success with the 3nm GAA (gate-all-round) process, and the South Korean tech giant hopes to reshape market dynamics through innovations, maintaining its leadership in semiconductor industry development.
Monday 4 December 2023
Weekly news roundup: Semiconductors headed toward strong 2024 and other top stories
The following articles were the most-read news during the week of Nov 27-December 1:
Friday 1 December 2023
Samsung ramps up 2.5D packaging capacity, eyeing Nvidia AI GPU orders
Samsung Electronics is not only investing actively in the R&D and capacity expansion of high-bandwidth memory (HBM) technology, but also looking to broaden its market reach through customized one-stop services that incorporate 2.5D packaging. Recent media reports indicate Samsung is purchasing 2.5D bonding equipment from Japanese supplier Shinkawa, potentially targeting HBM and packaging orders associated with Nvidia's next-generation GPUs.
Thursday 30 November 2023
Global semiconductor market to rebound with 13% growth in 2024, says WSTS
The World Semiconductor Trade Statistics (WSTS) has published its most recent semiconductor market forecast. Semiconductor sales were somewhat higher than expected in the second and third quarters, prompting WSTS to revise its forecast for a 9.4% drop in 2023.
Thursday 30 November 2023
RAM is key in AI PC warmup
The evolution of generative AI from the cloud to edge applications has awakened the PC industry from its long slumber, as AI PCs become the name of the game for leading PC makers worldwide.
Wednesday 29 November 2023
CXMT's LPDDR5 DRAM products validated by Xiaomi and Transsion
ChangXin Memory Technology (CXMT), the China-based memory manufacturer, announced the launch of several new LPDDR5 DRAM chips, claiming it is China's first memory brand to self-develop LPDDR5 DRAM, and it is also the first to adopt Package on Package (PoP) technology to assembly its chip.
Wednesday 29 November 2023
Quantum collaboration between South Korea and the UK gains momentum
With the recent signing of the new Downing Street Accord by South Korean President Yoon Suk-yeol and British Prime Minister Rishi Sunak, both countries are poised for a new era of technological cooperation. In particular, the UK's possession of crucial quantum computing technologies has the potential to create a synergistic relationship with South Korea, a global semiconductor powerhouse.
Wednesday 29 November 2023
Samsung expands into automotive chip market with an aim to surpass Micron by 2025
South Korean electronic giant Samsung Electronics has made significant progress since its foray into the automotive device market in 2015. Recent launches of various automotive ICs showcased Samsung's effort to diversify business lines from the volatile consumer memory market and to create valid growth opportunities for its semiconductor foundry business. It aims to become the world's leading automotive memory company by 2025, surpassing Micron, the current champion with a 45% global market share.
Wednesday 29 November 2023
Micron raises guidance for fiscal 1Q24
Micron Technology has revised its revenue forecast for the fiscal first quarter ending on November 30, 2023. The new estimate is around US$4.7 billion, which is higher than the previous guidance range of US$4.2 billion to US$4.6 billion. Additionally, the memory chipmaker anticipates a non-GAAP gross margin close to breaking even.
Wednesday 29 November 2023
NAND flash spot prices continue rally
Spot prices for NAND flash continue to increase, whereas the DRAM pricing trend is less steady, according to industry sources.
Tuesday 28 November 2023
Samsung unveils ambitious 'GDP' semiconductor strategy targeting AI market growth
Samsung Electronics executives have recently disclosed their 2024 semiconductor strategy, named "GDP" (Gate-All-Around, DRAM, and Packaging), at an investors forum, aiming to tap into the burgeoning AI semiconductor market that is poised for rapid expansion in the upcoming years.
Tuesday 28 November 2023
Kokusai develops DRAM and logic IC equipment based on NAND technology
Kokusai Electric Corp., a Japanese semiconductor equipment maker, went public on the Tokyo Stock Exchange in late October 2023. Although it went public during the semiconductor downturn, Kokusai Electric emphasized that the market was about to improve and that it was developing new equipment for advanced semiconductors.
Tuesday 28 November 2023
SKMP develops high-thickness KrF photoresist to enhance competitiveness of 3D NAND processes
SK Group's KRW40 billion (US$31 million) acquisition of Kumho Petrochemical's electronic material business in 2020 is bearing fruit. SK Materials Performance (SKMP), the new subsidiary following the acquisition, has developed a high-thickness KrF photoresist and has passed the performance validation of SK Hynix. It would be beneficial for SK Hynix's 3D NAND Flash technology development.
Tuesday 28 November 2023
SK Hynix sees DRAM market share hit 35% in 3Q23
As a result of robust sales of its high bandwidth memory (HBM), SK Hynix's DRAM market share surged to a new peak of 35% in the third quarter of 2023, according to research firm Omdia, as cited by Korean media outlets.
Tuesday 28 November 2023
AI servers propel 2024 growth for downstream electronics firms post GPU shortages
The ICT industry is slowly heading towards recovery, with AI servers emerging as the standout performer. Foxconn notes that the primary growth engine for 2024 is cloud servers, particularly with robust demand for AI servers. Quanta indicates that the lingering shortage of Nvidia GPUs will ease in the second quarter of 2024, boosting the noticeable growth of AI servers.
Tuesday 28 November 2023
Chinese foundries reportedly mulling price cuts
Speculation has emerged in the chipmaking sector that Chinese pure-play foundries, such as Huahong Group and Semiconductor Manufacturing International (SMIC), are contemplating price reductions for mature process manufacturing.
Monday 27 November 2023
Global top 3 memory makers see sales improvement in 2H23, says DIGITIMES Research
DIGITIMES Research observes that the business operation of the DRAM and NAND Flash sector of the world's top three memory manufacturers – Samsung, SK Hynix, and Micron – has improved since the beginning of the second half of 2023 and demand will enjoy a bigger recovery in the fourth quarter, boosting the three makers' revenues and profits, according to DIGITIMES Research's latest memory industry report.
Monday 27 November 2023
Samsung plans to drive 2024 AI automotive sector with array of new memory innovations
Samsung Electronics is reportedly setting its sights on the automotive market, gearing up to unleash a series of game-changing products from 2024 onward. With these cutting-edge innovations, Samsung aims to claim the leading position in automotive memory by 2025.
Monday 27 November 2023
Semiconductors headed toward strong 2024
The global semiconductor industry will grow 3% sequentially in the fourth quarter, bringing the annual growth to 6% in the fourth quarter of 2023 and laying the foundation for the subsequent double-digit annual growth expected in each quarter of 2024, according to Semiconductor Intelligence.
Monday 27 November 2023
Taiwan and China module makers navigate separate courses amidst a reviving memory market
After a year of destocking, memory module providers are seeing rising prices from the third quarter. Notably, due to differences in applications, financial practices, and capital markets, Taiwan- and China-based memory module makers are experiencing a disparity in performances.
Monday 27 November 2023
OSE sees 2024 growth, thanks to NAND and AI servers
Orient Semiconductor Electronics, Ltd.(OSE), a matured logic IC and NAND Flash memory semiconductor packaging & testing service and electronic manufacturing service (EMS) provider, is benefiting from the rebounding demand for artificial intelligence (AI) servers and the rising price of NAND Flash memory chips in the third quarter of 2023.
Monday 27 November 2023
India gains EU support in strengthening chip supply chain alongside US and Japan backing
As India strives to establish its burgeoning semiconductor supply chain, it has secured backing from the European Union, adding to the support already received from the United States and Japan.
Monday 27 November 2023
Weekly news roundup: Micron and GlobalFoundries hit by US trade sanction shockwave and other top stories
These are the most-read articles during the week of November 20-24: