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ADI’s revenue rose slightly, TSMC started to cut prices

1. ADI’s revenue in the third fiscal quarter was US$3.076 billion, a slight decrease of 1% year-on-year

ADI, the original manufacturer of analog devices, released its financial report for the third fiscal quarter of fiscal year 2023 (as of July 30), with revenue of US$3.076 billion, a slight decrease of 1% year-on-year; operating profit of US$929 million, a year-on-year increase of 4%; gross profit margin of 63.8%, A year-on-year decrease of 1.9 percentage points.

The CEO and chairman of ADI said that in the challenging operating environment, ADI performed well, and the performance in the third fiscal quarter was in line with expectations. However, the customer inventory adjustments mentioned in the last quarter accelerated as economic conditions worsened and lead times continued to improve.

2. General Assembly: The peak season effect is still there, and the annual revenue will return to the level of 2020

According to China Taiwan Business Times, component distributor Dalian University held a legal meeting on the 22nd, pointing out that benefiting from the growth of semiconductors and related electronic components, the industry’s profit in the second quarter was better than that in the first quarter. The company said that the market inventory With effective removal, there is still a peak season effect in the third quarter, but the terminal demand is not very strong. The proportion of revenue in the first and second half of the year is 49 to 51, and the annual revenue has returned to the level of 2020.

Downstream customers continue to invest in Netcom, interface equipment, and servers. The demand for automation drives non-3C market applications such as industrial electronics and automotive electronics to continue to be strong. In addition, customers in North America, Southeast Asia and other places have successively started production. bottom period. The delivery volume in Southeast Asia and North America increased from 10% to 13%, and the proportion of industrial and automotive electronics also increased from the previous 20% to 30%.

3. It is rumored that TSMC will take the lead in reducing prices by 30%, and will continue to reduce prices in the second half of the year

According to the fast technology report, according to previous news, TSMC has started to reduce prices in disguise since July, mainly for analog IC chips involved in 8-inch wafer foundry. Other manufacturers, such as Samsung, UMC, SMIC, and Jinghe also cut prices to varying degrees, but each company’s price reductions vary, and the preferential methods they provide are also different.

Some foundries require to send more wafers after a certain amount of wafers have been cast, or to reduce the price when a certain amount is reached, and some are to reduce the cost of photomasks. However, some driver IC design companies pointed out that no matter what solutions the foundry provides, the key point is to reduce production costs. The market situation in the second half of the year will still not be reversed. There is not much competition for advanced technology OEMs, and the overall demand is stable. However, the competition for mature technologies is fierce, and there is still a chance for price cuts in the second half of the year.

4. Applied Materials’ revenue and profit in the third fiscal quarter decreased slightly year-on-year

On August 17, semiconductor equipment and materials company Applied Materials announced its financial report for the third quarter of fiscal year 2023 ending July 30, 2023. Revenue was US$6.43 billion, a year-on-year decrease of 1%; net profit was US$1.56 billion, a year-on-year decrease of 1%. A decrease of 3%; the gross profit margin was 46.3%, an increase of 0.2 percentage points year-on-year.

Looking forward to the fourth fiscal quarter, Applied Materials expects net sales of approximately US$6.51 billion, with a fluctuation range of US$400 million.

5. Volkswagen directly cooperates with chip manufacturers to ensure supply

According to IT House news, German automaker Volkswagen said on Wednesday that in response to the global chip shortage, the company has begun to purchase chips directly from 10 chip manufacturers, including NXP Semiconductors, Infineon Technologies and Renesas Electronics. Chips that are crucial to its strategy.

Volkswagen said that it used to rely on its component suppliers to purchase chips, but since October last year, it has directly signed supply agreements with chip manufacturers to ensure its supply security. With the production of electric vehicles and the need for increasingly complex software, the auto industry’s demand for chips has increased sharply, and the construction of chip factories has lagged behind supply due to complexity.

6. Academician Ni Guangnan: RSIC-V has become the most popular chip architecture in China

According to fast technology news, at the third RISC-V China Summit on the 23rd, Ni Guangnan, an academician of the Chinese Academy of Engineering, said that RSIC-V has become the most popular chip architecture in China. He said that the future of RISC-V lies in China, and the Chinese semiconductor chip industry also needs RISC-V. The open source RISC-V has become the most popular chip architecture in the Chinese industry.

It is understood that a total of 10 billion RISC-V chips will be produced globally in 2022, half of which will originate in China. In July this year, Academician Ni Guangnan mentioned that all walks of life in my country have paid more and more attention to the open source RISC-V architecture in recent years, and believed that China can focus on RISC-V to develop “mainstream CPUs”.