1. Samsung launched a foundry price war and successfully attracted new orders
According to the Taiwan Electronics Times quoted by IT House, Samsung has launched a price war against other manufacturers in the field of wafer foundry, and the quotation for mature manufacturing processes has dropped by as much as 10%, and it has successfully won orders from some Taiwan-based Netcom chip factories. Following Samsung, manufacturers such as UMC and World Advanced also began to conditionally propose price cuts to customers.
The supply chain believes that Samsung’s foundry business was originally based on the production of its own chips, but the current environment is headwinds, and the demand for Samsung’s own chips has been simultaneously frustrated, so a large number of idle production capacity has emerged. In order to fill the vacancy in production capacity, it is inevitable to bargain for orders. The quotation of Samsung foundry was originally slightly lower than that of its peers. Now if it is cut by 10%, it will definitely become a means for those customers to force the original partners to reduce prices.
2. ON Semiconductor completes the acquisition of GF’s 12-inch fab in New York State
On February 10, local time, ON Semiconductor announced that it had officially taken over GF’s 12-inch fab in East Fishkill, New York, and held a ribbon-cutting ceremony.
Over the past three years, ON Semiconductor has focused on securing the long-term future of the plant and its employees, making significant investments in its 12-inch manufacturing capabilities to accelerate growth in the company’s power, analog and sensing products, and to improve its manufacturing cost structure . The 12-inch facility in East Fishkill, New York, is the largest ON Semiconductor manufacturing facility in the United States.
It is understood that as early as 2019, ON Semiconductor and GF reached an agreement on the acquisition of this fab. After that, ON Semiconductor will fully control and operate the factory, and the employees of the factory will also transition to ON Semiconductor.
3. GlobalFoundries acquires Renesas bridge-connected random access memory technology
According to TechWeb citing foreign media reports, the foundry GlobalFoundries recently announced that it has acquired Renesas Electronics’ Conductive Bridge Random Access Memory (CBRAM) technology, which is a low-power memory solution designed to Enabling a range of applications for home and industrial IoT and smart mobile devices.
CBRAM’s low power consumption, high read/write speed, reduced manufacturing cost, and tolerance to harsh environments make it ideal for consumer, medical, and some industrial applications. In 2020, GlobalFoundries entered into a licensing agreement with Dialog (acquired by Renesas in 2021) for its CBRAM as an embedded, non-virtual option. Today, CBRAM is being qualified on the company’s 22FDX platform, with plans to expand it to other platforms.
4. Intel asks Germany to increase factory construction subsidies to 10 billion euros
According to the Science and Technology Daily, citing the German Handelsblatt report, in order to attract Intel to build factories in Germany, the government originally planned to provide 6.8 billion euros in subsidies, but Intel said that due to the rising costs of energy and factory construction, Germany is required to increase the subsidies to 10 billion euros .
The report pointed out that the German government has written 6.8 billion euros in subsidies into the budget, and believes that Intel is dissatisfied with overestimating electricity expenses. However, German government officials emphasized that attracting Intel to set up a factory is an established policy and will make every effort to remove obstacles.
5. AI has designed more than 100 chips: productivity increased by 3 times
According to a report from Fast Technology, the popularity of ChatGPT has shown that many jobs can be replaced by AI, and now chip engineers also feel the danger, because AI can already design chips, the effect is still very good, and productivity has increased by 3 times.
This AI tool is DSO.ai launched by EDA giant Synopsys. The company recently stated that DSO.ai has successfully designed more than 100 chips for ST, SK Hynix and other customers, increasing the productivity of these companies by three times. The designed chips Power consumption is reduced by 25%, while the core area is smaller.