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 […]
Mature process wafer foundry “hot shutdown” reduces production, and there is still room for price reduction
1. Mature process wafer foundry “hot shutdown” reduces production According to the Science and Technology Board Daily citing Taiwan’s Economic Daily, the market conditions for mature semiconductor manufacturing processes are weak, and the price discounts of wafer foundries are not effective. Samsung, Key Foundry and SK Hynix System IC and other wafer foundries’ recent capacity […]
Two major Korean storage factories are making efforts to lay out the AI market and 300+ layers of flash memory
1. SK hynix launched the world’s highest specification HBM3E memory for AI applications SK hynix announced on the 21st that it has successfully developed a new AI-oriented ultra-high-performance DRAM product HBM3E1, and began to provide samples to customers for verification. The new product will be mass-produced from the first half of next year to consolidate […]
For the first time in many years, TSMC foundry quotations have been fully revised
1. For the first time in many years, TSMC’s foundry quotation has been fully revised According to Fast Technology, the demand is insufficient, and TSMC’s high foundry prices, which have always been strong, can’t support it. Even if there are many advanced processes idle, TSMC is forced to make concessions on the foundry quotation in […]
The current round of foundry price cuts is due to TI? 12-inch production capacity layout shows strength
Recently, it has been reported in the IC industry that TSMC and its investment in World Advanced have successively lowered the price of 8-inch wafer foundries, with a maximum drop of up to 30%. Later, it was reported that Korean wafer foundries (including Dongfang Hi-Tech, Key Foundry, etc.) also began to generally lower the price […]
Display driver ICs still face heavy price pressure in the second half of the year
1. Display driver ICs still face heavy price pressure in the second half of the year According to Taiwan Electronics Times quoted by Science and Technology Board Daily, many display driver IC (DDI) manufacturers believe that the price pressure from customers will still be very heavy in the second half of the year. The mobile […]
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 […]
On-board chips have heavyweight cooperation again, and the quotation of mature process OEMs is difficult to support
1. TSMC, Bosch, Infineon, and NXP will jointly build a fab in Germany TSMC, Bosch, Infineon, and NXP jointly announced a few days ago that they plan to jointly invest in a European semiconductor manufacturing company located in Dresden, Germany, and will use 12-inch wafers to meet the future capacity needs of the rapidly growing […]
STMicroelectronics (ST) announced its second-quarter financial results
The trading market is ups and downs, and the market outlook is confusing… Facing the “Raksha Haishi” in the chip market, I believe everyone wants to have a pair of insight to see through it and predict the future as clearly as possible. Recently, STMicroelectronics (ST) announced its second-quarter earnings. As an important electronic component […]
Infineon: Demand in automotive and other fields continues to be strong, and will increase investment in silicon carbide
1. Infineon: Demand in automotive and other fields continues to be strong, and will increase investment in silicon carbide On August 3, Infineon announced the performance of the third fiscal quarter (as of June 30, 2023), 4.089 billion euros, a year-on-year increase of 13%, and a month-on-month decrease of 1%; the profit was 1.067 billion […]