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SMIC’s 12-inch multi-node production capacity returns to full capacity

1. SMIC benefited from domestic urgent orders, and the 12-inch occupied a full load

According to fast technology news, SMIC announced its financial report for the second quarter of this year, with revenue of 1.56 billion US dollars, a year-on-year decrease of 18%; the company’s owners’ attributable profit was 403 million US dollars, a year-on-year decrease of 21.7%, and a quarter-on-quarter increase of 74.3%. SMIC’s management explained that in the second quarter, the demand for 12-inch capacity was relatively full, and the demand for 8-inch customers was weak. The capacity utilization rate was lower than that of 12-inch, but it was still better than the industry average.

The domestic market supports SMIC’s rebound. The recovery of the company’s revenue and capacity utilization mainly benefits from domestic urgent orders, especially 40nm and 28nm 12-inch wafer orders have returned to full load, and the fields involved are mainly DDIC, cameras, LED driver chips, etc. The reason is that the domestic supply chain is being reshuffled and new suppliers are joining, and these companies happen to be customers of SMIC.

2. Kioxia has lost more than 100 billion yen for two consecutive quarters

According to fast technology news, the entire flash memory market is still dominated by falling prices, causing Japan’s largest and the world’s second flash memory giant Kioxia to face huge losses. The second-quarter financial report shows that Kioxia’s revenue was 251.1 billion yen, a year-on-year decrease of 32%, dragging down the company’s operating loss of 130.8 billion yen, and a profit of 85.1 billion yen in the same period last year, which turned into a loss year-on-year. It has fallen into decline for three consecutive quarters.

The final net loss also exceeded 103.1 billion yen. The profit in the same period last year was 42.6 billion yen. The loss for two consecutive quarters exceeded 100 billion yen. It was the second worst performance after independence from Toshiba in 2017. The last time was the first time in 2023. Loss of 130.9 billion yen.

3. MediaTek: The demand for mobile terminals is conservative, and AI is expected to bring growth

According to the Taiwan Business Times, MediaTek announced on the 10th that its consolidated revenue in July was NT$31.7 billion, a year-on-year decrease of 22.32% and a year-on-year decrease of 16.89%. 33.53%.

MediaTek pointed out that the momentum of mobile phone shipments continues to improve, and the inventory level is declining, but the terminal demand is still conservative, and it is believed that the demand will recover at a slower rate. The legal person believes that he is optimistic about the trend of AI application in edge computing. When the new industry grows, MediaTek’s operations are expected to recover. Since the second quarter of last year, MediaTek has taken the lead in reducing the production of fabs. At present, the inventories of MediaTek and end customers have returned to a healthy level. In the future, MediaTek will predict demand more carefully and make adjustments to production.

4. SK Hynix began to supply the largest package LPDDR5X memory to mobile phone customers

SK Hynix, the original Korean memory manufacturer, announced on the 11th that it has begun to provide customers with 24GB high-performance LPDDR5X packaged DRAM products used in mobile products such as smartphones.

SK hynix emphasized that the introduction of HKMG technology into LPDDR5X 24GB package products can simultaneously reflect the highest level of energy efficiency and performance in the industry. SK Hynix began mass-producing new products last month, supplying smartphone maker OPPO. OPPO equipped it on the latest flagship smartphone “OnePlus Ace2Pro” and released it on August 10.

5. TSMC announced that revenue in July decreased by 4.9% year-on-year

Wafer foundry TSMC announced on the 10th that its July revenue was NT$177.62 billion, a year-on-year decrease of 4.9% and a month-on-month increase of 13.6. Revenue in the first seven months of this year totaled NT$1,167.09 billion, a decrease of 3.7% from the same period last year.

6. Omdia: The downturn in the semiconductor market has continued for a record five quarters

According to the Science and Technology Innovation Board Daily, the latest research by the research organization Omdia revealed that the decline in the yield of the semiconductor market has continued until the first quarter of 2023 for five consecutive quarters. It was the longest period of decline since Omdia began tracking the semiconductor market in 2002. Among them, the memory and MPU) markets are the main areas leading to the decline in the semiconductor market. Revenues for the first quarter of 2023 were $120.5 billion, down 9% from the fourth quarter of 2022.