Associated tags: Research, Table, Semiconductor, News, Yoy, Blog, Hardware, Samsung, Other Manufacturing, Manufacturing
Locations: INDIA, MIDDLE EAST, TOKUYAMA, IRAN, WUXI, RUSSIA, LONGI, TAIWAN, ASIA PACIFIC, SK
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Wednesday, March 13, 2024
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Video game TrendForce highlights that the current landscape of the HBM market, which as of early 2024, is primarily focused on HBM3.
Key Points:
- TrendForce highlights that the current landscape of the HBM market, which as of early 2024, is primarily focused on HBM3.
- The current HBM3 supply for NVIDIA’s H100 solution is primarily met by SK hynix, leading to a supply shortfall in meeting burgeoning AI market demands.
- Samsung’s entry into NVIDIA’s supply chain with its 1Znm HBM3 products in late 2023, though initially minor, signifies its breakthrough in this segment.
- It’s worth noting that Micron has not yet entered the HBM supply market, leaving SK hynix and Samsung as key players.
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Friday, February 23, 2024
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ROHM This figure is expected to climb to around $131.65 billion in 2024, increasing TSMC’s share to 62%.
Key Points:
- This figure is expected to climb to around $131.65 billion in 2024, increasing TSMC’s share to 62%.
- The much-anticipated opening of TSMC’s Kumamoto Plant (JASM) in Japan on the 24th marks TSMC’s debut factory in Japan (Fab-23), signaling a bold step into the future.
- TrendForce envisions Japan developing three semiconductor powerhouses in Kyushu, Tohoku, and Hokkaido, with Kyushu taking the lead, especially as the home of TSMC’s Kumamoto plant.
- With concerted efforts from industry, government, and academia, Japan is on the brink of creating a comprehensive semiconductor manufacturing ecosystem.
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Tuesday, February 20, 2024
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Automotive industry TrendForce further notes that China remains the largest market for NEVs, commanding about 60% of the global market share.
Key Points:
- TrendForce further notes that China remains the largest market for NEVs, commanding about 60% of the global market share.
- However, growth is slowing down due to a high base effect, and limited sales growth in other regions cannot compensate for the gap left by the Chinese market.
- In 2023, Tesla continues to lead BEV rankings with a 19.9% market share, closely followed by BYD, which narrowed the sales gap with Tesla to 248,000 units.
- TrendForce believes that BYD has the potential to challenge Tesla’s dominance in the BEV market this year.
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Thursday, December 14, 2023
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EUV Meanwhile, Taiwan holds nearly 80% when it comes to EUV generation processes (such as 7nm and beyond).
Key Points:
- Meanwhile, Taiwan holds nearly 80% when it comes to EUV generation processes (such as 7nm and beyond).
- 2027, the US’s share of advanced process capacity is expected to increase to 17%, although TSMC and Samsung will still account for over half of this capacity.
- By 2027, China’s share in mature process capacity is expected to reach 39%, with room for further growth if equipment procurement proceeds smoothly.
- Customers are also requiring global validation of production lines, even with long-term foundry partners, to enable flexible capacity adjustments.
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Monday, December 11, 2023
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Huawei This year, Baidu ordered over a thousand Ascend 910B chips from Huawei to build approximately 200 AI servers.
Key Points:
- This year, Baidu ordered over a thousand Ascend 910B chips from Huawei to build approximately 200 AI servers.
- TrendForce conjectures that the next-generation Ascend 910B chip is likely manufactured using SMIC’s N+2 process.
- There remains considerable potential for China to improve and establish a complete AI ecosystem.
- Chinese CSPs like Baidu and Alibaba are actively investing in autonomous AI chip development.
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Wednesday, November 1, 2023
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D This underscores Taiwan’s crucial position globally and has motivated regions worldwide to establish semiconductor industries within their territories while considering a multitude of factors.
Key Points:
- This underscores Taiwan’s crucial position globally and has motivated regions worldwide to establish semiconductor industries within their territories while considering a multitude of factors.
- Beyond attracting leading tech giants to establish manufacturing bases, venturing into self-driven R&D has emerged as a viable alternative.
- TrendForce points out that Japan is also attempting to seize this opportunity for reshuffling, aiming to reclaim the 40 years lost in its semiconductor industry.
- Based on Japan’s geographical characteristics, TrendForce has identified three potential semiconductor hubs that might emerge in Japan, located in Kyushu, Tohoku, and Hokkaido respectively.
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Tuesday, October 17, 2023
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Supply Chain Management Advanced packaging is becoming essential for improving chip performance, conserving hardware space, reducing power consumption, and minimizing latency.
Key Points:
- Advanced packaging is becoming essential for improving chip performance, conserving hardware space, reducing power consumption, and minimizing latency.
- In fact, several 2.5D packaging solutions, including TSMC’s CoWoS, Intel’s EMIB, and Samsung’s I-Cube, have been seen in development for years.
- Unlike 2.5D packaging, which uses a silicon interposer layer, 3D packaging directly connects chips with different functions using TSVs.
- Through these advancements, 6G aims to deliver revolutionary applications like holographic projections, tactile communications, and digital twins.
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Uranium mining DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%.
Key Points:
- DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%.
- Overall, as DDR5 adoption accelerates, an approximate 3–8% quarterly increase is projected for PC DRAM contract prices during this period.
- Looking ahead, Q4 forecasts anticipate stable server DDR4 average prices, while server DDR5 is set to maintain a declining trajectory.
- This leads to an estimated 3–8% quarterly hike in Q4 server DRAM contract prices.
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Thursday, September 21, 2023
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Renewable energy Currently, PERC cell technology (for producing P-type cells) stands as the market's mainstay.
Key Points:
- Currently, PERC cell technology (for producing P-type cells) stands as the market's mainstay.
- By 2023's end, it is projected that the total production capacity of polysilicon will reach 2.072 million tons, an increase of 68.6% YoY.
- As the market leans towards N-type cell technology, P-type silicon may face oversupply, causing its price to drop faster.
- Driven by the increasing demand for N-type cell wafers, silicon wafer manufacturers are rapidly transitioning to N-type production and ramping up their output.
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Wednesday, August 23, 2023
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Wistron US-based CSPs have been establishing SMT production lines in Southeast Asia since late 2022 to mitigate geopolitical risks and supply chain disruptions.
Key Points:
- US-based CSPs have been establishing SMT production lines in Southeast Asia since late 2022 to mitigate geopolitical risks and supply chain disruptions.
- It’s projected that by 2023, the production capacity from these regions will account for 23%, and by 2026, it will approach 50%.
- Meanwhile, Foxconn has renovated its existing facilities in Hanoi, Vietnam and uses its Wisconsin plant to accommodate customer needs.
- Inventec’s current strategy mirrors that of Quanta, with plans to build SMT production lines in Thailand by 2024 and commence server production in late 2024.
