According to media sources in Taiwan, China, after a long period of low-pressure atmosphere, the market has gradually become optimistic about memory chips recently. In addition, the five major storage manufacturers have effectively reduced production, and the price of memory chips is difficult to suppress. The procurement efforts of downstream system manufacturers of memory chips have become more active, and some products are out of stock. Phenomenon. According to feedback from the industry chain, manufacturers including Samsung and Micron are currently willing to increase prices. Original manufacturers have a strong willingness to increase prices, and analysts say they need to pay attention to future demand. On December 7, media reported that Western Digital issued a price increase notification letter to customers. In the letter, Midwestern Data stated that the company will review the pricing of hard disk products every week and expects prices to rise in the first half of next year. For flash memory chips, the company expects prices to rise cyclically in the next few quarters. Based on the current quotation, the cumulative increase may be up to 55%. It is worth noting that at this stage, the industry is optimistic that NAND chip quotations will stop falling and rebound. However, most suppliers currently notify customers individually to adjust their quotations. However, Western Digital directly sent a price increase letter to customers this time, and the expected increase is astonishing. The first shot at a comprehensive price increase in the industry was fired. At the same time, the latest financial reports of many manufacturers in the storage industry chain have improved significantly month-on-month. Samsung Electronics’ Q3 net profit was 5.50 trillion won, turning from a loss to a profit. In early November, Korean media quoted multiple sources in the semiconductor industry as saying that at the end of Q4 inventory reduction, Samsung intends to increase its quotation by 20% quarter by quarter in the first and second quarters of next year. On December 11, SSD main control chip manufacturer Phison announced its November performance report, with consolidated revenue of NT$5.407 billion, a monthly increase of nearly 5%. According to Phison, the total shipments of SSD control chips continued to recover in November. Among them, the total shipments of PCIe SSD control chips increased by nearly 40% year-on-year, setting a new high for the same period in history. This also supports the news that the storage market has surged. The latest financial report of storage module factory ADATA shows that the company’s consolidated revenue in October was NT$3.791 billion, an increase of 13.43% month-on-month and 39.59% year-on-year. ADATA Chairman Chen Libai recently stated that NAND Flash inventory is expected to be depleted by the end of this year or the end of January next year. It is expected that both DRAM and NAND Flash will be in short supply next year. Longsys’ Q3 revenue was 2.872 billion yuan, a month-on-month increase of 29.03%; memory chip distributor Shannon Xinchuang deducted non-net profit of 63.77 million yuan in Q3, a month-on-month increase of 22.57%. In addition, DRAM manufacturer Nanya believes that it has been observed that the price of DDR5 specification DRAM has begun to rise, and the price of DDR4 has begun to stabilize under the efforts of major manufacturers. It is expected that the prices of DDR4 and DDR3 will have the opportunity to improve slightly in the fourth quarter. Although various major storage manufacturers have reduced production at different paces this year, their inventories have been cleared so far, and previously high wafer inventories have been gradually released. "NAND Flash spot prices have been rising strongly since the end of September, which is due to suppliers' collective production cuts. If the losses were not very serious, it would be difficult for suppliers to unite to raise prices." Wu Yating, an analyst at TrendForce, said recently that Samsung's production capacity ratio The peak period has been reduced by nearly half, indicating that manufacturers with better cost structures such as Samsung can no longer tolerate losses. By now, the bottom of the average wafer price should have passed. From the supply side, recent industry news shows that storage manufacturers are using "delay tactics" to supply flash memory in the fourth quarter. Module manufacturers tried to finalize orders for millions of units in September, but the original manufacturers were reluctant to release the goods. Even if they are willing to deliver goods, the quantity and price cannot reach satisfactory targets. At the same time, Samsung is reported to have suspended quotations and shipments of NAND products. According to the latest research from Trend Force, although the contract prices of DRAM and NAND Flash began to rise from the fourth quarter, the increase may be lower than expected. For DRAM, on the supply side in the fourth quarter, original manufacturers have a clear stance on price increases, and DRAM contract prices are expected to rise by approximately 13% to 18% in the fourth quarter. ; The degree of recovery in demand is not as good as in past peak seasons. Overall, although buyers have demand for stocking up, currently, the server field is still passive in stocking up due to high inventory levels, and the shipment growth of the DRAM industry in the fourth quarter is limited. In terms of NAND Flash, TrendForce said that at the end of the third quarter, the contract price negotiation direction of NAND Flash has been heading towards stopping the decline or even increasing the price. Looking forward to the fourth quarter, NAND Flash products will increase in volume and price, and it is estimated that all products will The average sales unit price will increase by 13%, and the overall NAND Flash industry revenue is expected to increase by more than 20% month-on-month. Reposted from: International Electronic Commerce, automatically translated by Google

According to the latest forecast from market research agency Gartner, global semiconductor revenue is expected to decline by 10.9% in 2023 to US$534 billion. This market will grow by 16.8% in 2024, reaching US$624 billion. "We have reached the end of 2023, and strong demand for chips that support artificial intelligence (AI) workloads such as graphics processing units (GPUs) will not be enough to save the semiconductor industry from a double-digit decline in 2023," Gartner vice president analyst Alan Priestley said. "Reduced demand from smartphone and PC customers, combined with softer data center/hyperscale spending, is impacting revenue declines this year." However, 2024 is expected to be a rebound year, with revenue growing across all chip types driven by double-digit growth in the memory market (see Figure 1). The agency predicts that the global memory market will decline by 38.8% in 2023 and rebound by 66.3% in 2024. Lower pricing due to weak demand and massive oversupply will result in a 38.8% decline in NAND flash revenue, which will fall to $35.4 billion in 2023. In the next 3-6 months, NAND industry pricing will bottom out and suppliers' conditions will improve. Gartner analysts predict a strong recovery in 2024, with revenue growing to $53 billion, a year-on-year increase of 49.6%. Due to severe oversupply and insufficient demand, DRAM manufacturers have lowered market prices to reduce inventory. Oversupply in the DRAM market will continue through the fourth quarter of 2023, which will trigger a price rebound. However, the full impact of the price increase will not be felt until 2024, when DRAM revenue is expected to grow 88% to $87.4 billion. Reposted from: International Electronic Commerce, automatically translated by Google

On September 28, 2023, the fifth industrial summit of STMicroelectronics, which represents the vane of smart industry development, was grandly opened at the Futian Shangri-La Hotel in Shenzhen. The world today is facing severe climate challenges. STMicroelectronics has always fulfilled its commitment to sustainable development and actively improved application energy efficiency by creating advanced optimized intelligence (digital), energy and power conversion solutions, and opened up a path to a green, low-carbon and sustainable future. The Industrial Summit is a top industry event where STMicroelectronics showcases industrial technology products and solutions. The theme of this year's summit is "Inspiring Intelligence and Continuous Innovation." Through forward-looking keynote speeches and about 30 technical seminars, STMicroelectronics let the audience understand how STMicroelectronics focuses on smart power and smart digital applications. At the same time, STMicroelectronics also displayed more than 150 solution demonstrations for the three major markets of automation, power and energy, and motor control, as well as exciting products and solutions jointly developed with customers and partners for attendees to visit and experience. STMicroelectronics executives, representatives of various product departments, regional marketing and sales leaders, as well as ST customers and partners attended the conference. Cao Zhiping, executive vice president of STMicroelectronics and president of China, delivered a welcome speech for the conference. He said that China is the engine driving the growth of the industrial market and one of ST's most important markets. Despite the impact of the epidemic in the past few years, ST has still persisted in successfully hosting industrial summits for five consecutive years. This fully reflects ST's perseverance and commitment to the industrial market. ST has never stopped technological innovation and will empower industrial market innovation and accelerate sustainable development through the latest technologies and solutions in the fast-growing Asian industrial market, especially the Chinese industrial market. Reposted from: International Electronic Commerce, automatically translated by Google

The Internet of Everything is based on intelligent interconnection. I am not able to analyze this aspect so thoroughly, but I still have to mention it because it is now an industry development trend. The realization of the Internet of Everything is the ultimate goal of the entire Internet of Things industry. Nitin said. According to IoT Analytic statistics, the number of active IoT terminals in the world is expected to grow to 27 billion units in 2025, but there is still a large gap from the hundreds of billions market expected by the industry. "So many industries are promoting digital transformation. "Many companies are also actively launching solutions that integrate AI, visual computing and processing technologies to seize business opportunities." Electrification and autonomous vehicles Electrification is clearly one of the future trends. Although the entire autonomous driving is still hovering before the L3 level, people have begun to pay attention to which sensors will be used at the L4 and L5 levels. The development of charging piles, powertrains and transmission systems has also brought more opportunities to power semiconductors. Nitin exclaimed, "Actually, this is my first time coming to Shenzhen. It can be said that I am deeply impressed by the high penetration rate of electrification in this city. From the moment I got off the plane, I noticed that all kinds of electrified public buildings can be seen everywhere. The facilities opened my eyes. Smart manufacturing According to World Bank estimates, 18% of global GDP comes from manufacturing, with the entire industry reaching US$17 trillion. The manufacturing industry occupies an important position in Europe. Nitin said: “With the EU’s policy support for the smart manufacturing industry, Europe seems to be moving towards the era of intelligence. The interconnection of everything and the intelligence of everything are happening.” In addition, Nitin Dahad is also optimistic about emerging semiconductor application fields such as smart cities, smart medical care, and industry 4.0. Generative AI The phenomenal popularity of ChatGPT has promoted the explosion of generative AI. At this year's NVIDIA GTC Developer Conference, Huang Renxun also talked about generative AI, which shows that it is equally popular. EDA The development of semiconductor technology is driving changes in all walks of life in the world. Over the past 30 years, the continuous evolution of integrated circuit applications has become an important driving force for EDA innovation and development. From the early PC era to the mobile Internet era, and now to the current artificial intelligence era, EDA has successively supported the continuous development of CPU, Arm, and GPU performance. At the same time, in the process, EDA has also been reversely driven by these applications. Regarding the development of the semiconductor industry itself, Nitin believes that EDA companies' use of AI to empower chip design, as well as the rise of chiplets and open source instruction set architectures, will change the entire industry. Reposted from: International Electronic Commerce, automatically translated by Google

On October 18, Peter Wennink, CEO of ASML, a leading Dutch lithography machine company, said that demand from chip manufacturers in mainland China is expected to remain strong. "The demand for mature technologies in mainland China will be quite large, and I don't think it will peak this year," Wennink said at a press conference after the release of third-quarter results. The latest financial report data shows that in the third quarter of 2023, ASML achieved net sales of 6.7 billion euros, a gross profit margin of 51.9%, and a net profit of 1.9 billion euros. The value of new orders in the third quarter of this year was 2.6 billion euros, of which 500 million euros were orders for EUV lithography machines. By region, of the equipment sold by ASML in the third quarter, customers in mainland China accounted for 46%, followed by Taiwan, China, which accounted for 24%, and South Korea, which accounted for 20%. Looking forward, ASML believes that the semiconductor industry is at the bottom of the cycle, and customers are looking forward to seeing an inflection point at the end of this year. Customers are still uncertain about the recovery of demand within the industry, so we expect 2024 to be a transition year. Based on the current view, the company is conservative about 2024 and expects annual revenue to be basically the same as in 2023. At the same time, 2024 will also be an important year to lay the foundation for substantial growth in 2025. Reposted from: International Electronic Commerce, automatically translated by Google

Since the concept of AIoT was proposed, the demand for its perception layer to become intelligent is destined to promote the development of traditional sensors into intelligent sensors that can sense and recognize. As millimeter wave sensing technology has been used by many industry-leading manufacturers in smart sensors and high-end equipment in recent years, the continuous research and development of millimeter wave chips, combined with the mass production verification of multiple products, has allowed the cost of millimeter wave chips to be significantly reduced. reduce. Solution providers and equipment manufacturers that hold a wait-and-see attitude have also turned to the practical action of "using millimeter wave sensing as soon as it is available". In order to make millimeter wave sensors simple and easy to use, Silicon Microelectronics recently released the self-developed ICL1112 SoC chip, which is the world's first μA-level 24GHz single-transmit single-receiver millimeter wave sensor chip. The chip adopts a fully integrated CMOS architecture and peripheral elements. Few components, ultra-low power consumption (55μA) and super long-range detection capability (>150m) make sensors and terminals easier to deploy. In addition, the ICL1122 SoC with single transmitter and two receivers has angle detection information and is more suitable for ultra-long-distance detection scenarios: such as obstacle avoidance detection of smart two-wheelers in emerging applications, and detection of two-wheelers such as food delivery trucks and motorcycles. The rear and front of the car have added obstacle avoidance and anti-collision warning functions. In indoor and outdoor scenarios such as parks and road tests, the long-distance detection capability of more than 150 meters allows security monitoring and traffic detection applications to be intelligently improved. Reposted from: International Electronic Commerce, automatically translated by Google