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IGBT supply and demand balance is expected, TSMC has been cut by a major customer

1. Forecast: IGBT may reach a balance between supply and demand in Q3 this year

According to the DIGITIMES asia survey quoted by the Science and Technology Board Daily, although the shortage of automotive ICs has generally been alleviated, the demand for power semiconductor devices is still large. DIGITIMES Research analyst David Ma said that IGBTs may reach a supply-demand balance in the third quarter of 2023.

2. TSMC’s many customers cut orders intensified in the second quarter, and revenue is expected to turn down

According to Taiwan’s Electronic Times quoted by Science and Technology Board Daily, TSMC’s major customers, MediaTek and Apple, strengthened their efforts to cut orders in the second quarter, while Nvidia, which benefited from the ChatGPT boom, also shrank due to new orders from customers, and the increase in orders from TSMC in the second half of the year did not meet expectations. break out.

TSMC’s 16/12nm capacity utilization rate has dropped from nearly 80% in Q1 to 50% in Q2, and the originally expected orders from Intel and Nvidia are not as expected. The market predicts that TSMC’s revenue in the second quarter will continue to decline. In the second half of the year, despite the launch of new iPhones and a 6% increase in OEM quotations throughout the year, other major customers are becoming more conservative, and the annual revenue is struggling. The goal of small growth is not low.

3. Analyst: Samsung Electronics chip business will lose 3.3 trillion won in the first quarter

According to TechWeb citing foreign media reports, as the decline in demand for consumer electronics products continues, Samsung Electronics’ memory chip business is still facing performance pressure. After 14 years, there will be another loss, and the amount will be 3.3 trillion won, which is a loss of about 2.5 billion US dollars.

The analyst expects that in Samsung Electronics’ chip business, shipments of DRAM and NAND flash memory are expected to decline by 13% and 12%, respectively, in the first quarter from the previous quarter. will decline from the previous quarter.

4. South Korea’s semiconductor production in February fell by 17.1% month-on-month

According to IT House, data released by the Korean Statistical Office on Friday showed that South Korea’s semiconductor production fell by 17.1% in February from the previous month, the largest drop in more than 14 years.

A person from Statistics Korea said that since the second half of last year, the global demand for memory chips has weakened, and the output of system semiconductors has also declined recently. South Korea’s economy is facing greater difficulties due to the reduction in global demand for chips, and it has already experienced negative growth in the last quarter.

5. Kioxia and Western Digital jointly announced technical details of 218-layer NAND flash memory

According to the fast technology report, Western Digital and Kioxia jointly announced some technical details of the next-generation 3D NAND flash memory, which is stacked to 218 layers this time. The new flash memory consists of four planes, applies advanced wafer bond and lateral shrink technology, and balances horizontal and vertical shrinkage. The storage density has increased by more than 50% compared with the previous generation, reaching 1Tb.

It is worth mentioning that Western Digital and Kioxia have developed a new CBA technology, that is, CMOS is directly bonded on the array, and each CMOS wafer and cell array wafer is independently manufactured using the most suitable technology process, and then Bonded together, thereby greatly improving storage density and I/O speed. This technology has a similar look and feel to the YMTC Xtacing 3.0 technology.