Flyking Weekly Express 2024-09-23

Follow and?subscribe?us for the latest industry news!

Xilinx Extends Lead Times for Some Products Xilinx suppliers are facing challenges in fulfilling late-term buy (LTB) orders, with some deliveries now delayed into next year. This delay raises concerns about product quality assurance, despite strict manufacturer and distributor review processes. Although overall demand has only slightly increased, supply constraints are driving up prices.

Samsung Plans to Raise DRAM Prices The focus in the DRAM market is shifting to high-bandwidth memory (HBM), with revenues expected to exceed $50 billion by 2025, accounting for 40% of the market. In response, Samsung is planning to increase DRAM prices by double digits in Q4, though customer opposition may limit the hike to 5-8%.

Nvidia Announces End-of-Life for Several GPUs Nvidia has issued end-of-life (EOL) notices for several GPUs, including the A6000, A5500, and A5000, with last purchase dates set for September 24 and final shipments by January 25, 2025. Other models, such as the A2000 and A4000, have last purchase dates extending into December, with final shipments expected in mid-2025.

Molex Lead Times Remain Stable Demand for Molex’s FFC and FPC connectors continues to grow, but lead times and prices remain steady, averaging 2-3 months depending on the country of origin. However, signal relays are facing longer lead times of up to 36 weeks.

Micron Set for Price Hikes Micron is preparing to increase SSD prices by 5-10% for capacities ranging from 480GB to 7.6TB. Demand for SSDs, especially in SATA and NVMe formats, remains strong. Additionally, the price of DDR5 memory is expected to rise by 15% as demand grows through late 2024 and early 2025.

Intel's Struggles Lead to Strategic Overhaul Intel is under pressure as it falls behind TSMC in process technology, loses market share in data center chips to AMD, and lags in AI chips behind Nvidia. In response, Intel is delaying its plant expansions in Germany and Poland, spinning off its foundry business, and collaborating with AWS. However, industry experts believe more drastic changes in IC design are needed to reverse its fortunes.

ADI and Tata Group Plan $14 Billion Semiconductor Investment in India ADI announced a partnership with Tata Group to invest $14 billion in setting up India’s first semiconductor manufacturing plant in Gujarat, along with an assembly and testing facility in Assam. However, details regarding the specific products to be produced are yet to be disclosed.

Infineon Unveils the World’s First 300mm GaN Wafer Infineon has successfully developed the world’s first 300mm (12-inch) gallium nitride (GaN) wafer, marking a major milestone in GaN power semiconductor technology. Compared to 200mm wafers, the new technology can produce 2.3 times more chips per wafer, significantly improving efficiency.

Stay updated with the latest industry news by following us on LinkedIn and visiting our official website!