Flyking Weekly Express 20240513

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Intel Aims to Overtake TSMC with Advanced Process Technologies

Intel is pushing forward with advanced process technology, aiming to surpass TSMC at the fastest pace and regain its leading position. They are particularly aiming to consolidate their leading position in the future with the 14A 1.4nm process. The Intel 20A and Intel 18A nodes are progressing smoothly, equivalent to 2nm and 1.8nm, respectively, and will continue to use EUV technology and apply RibbonFET all-around gate transistor and PowerVia backside power delivery technology. With these two nodes, Intel hopes to regain process leadership by 2025.

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AMD Shows Growth in Server and Consumer PC Market Share

According to the latest data released by research firm Mercury Research, AMD's market share and revenue share in servers and consumer PCs grew in the first quarter. In the overall client market, AMD's unit share was 16.3% and revenue share was 20.6% in the first quarter of this year, with a slight quarter-on-quarter increase and a 3.6 percentage point year-on-year increase in units and a 3.8 percentage point increase in revenue share. In desktop processors, AMD's unit share was 23.9% and revenue share was 19.2%, higher than the same period last year at 19.2% and 15.4%. Although AMD did not attribute this growth to any specific product success, the Ryzen 8000 and Ryzen Pro 8000 series products have been selling well, which seems to contribute to this growth.

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Micron Resumes Quoting

Micron announced the first shipment of critical memory products for AI data centers. This marks Micron's industry-leading validation and shipment of 128GB DDR5 RDIMM memory based on large-capacity 32Gb single-die DRAM chips, with speeds of up to 5600 MT/s across all mainstream server platforms. It has also gained strong ecosystem support from companies like AMD, HPE, Intel, and Supermicro. Furthermore, Micron has now resumed quoting, with costs increasing by around 20% for LPDDR4 and DDR4 memory, and by about 25% for LPDDR5 and DDR5 memory. For products with stable demand, delivery times remain between 6-8 weeks, while for products with increased demand, delivery times have extended to 12 weeks or more.

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NXP Launches a New Product Portfolio Specifically for the Chinese Market

In the fourth quarter of 2023, NXP launched the C-line product portfolio, tailored for the Chinese market and focused on providing high-quality solutions. The C-line series products feature security features compliant with OSCCA. Through this feature change, NXP hopes to include the C-line series products in the whitelist approved by the Ministry of Industry and Information Technology of the People's Republic of China. The first batch of products includes the KEA (S9KEA), MagniV (S12Z), and S32K3 (FS32) MCU series. The C9KEA was released in March 2024, the C912Z will be released this quarter, and the first batch of products in the FS32 series will be launched in the third quarter.

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Samsung to Stop Supplying DDR3, Prices Surge

According to reports, Samsung will stop supplying DDR3 niche-type DRAMs starting from the second half of this year as it focuses on high-frequency high-bandwidth memory (HBM) and mainstream DDR5 specifications. This decision has triggered a rush in the market, leading to a recent surge in DDR3 prices by as much as 20%, with prices expected to rise further in the latter half of the year. Industry analysts attribute this surge to the continuous expansion of AI opportunities, which has driven significant growth in shipments from AI chip giants like NVIDIA and AMD, resulting in a frenzied demand for high-frequency high-bandwidth memory.

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Xilinx Announces Significant Product Changes

Xilinx announced the discontinuation of its XC9500XL, CoolRunner XPLA 3, CoolRunner II, Spartan II, and Spartan 3, 3A, 3AN, 3E, 3ADSP commercial/industrial "XC" as well as automotive "XA" series products, due to declining utilization rates and considerations for supplier sustainability. Currently, these products do not have direct replacements, and key dates and order information are as follows: the last time to purchase products will be June 29, 2024, depending on the availability of raw products, and non-cancellable non-returnable terms apply to all outstanding orders after April 30, 2024; in addition, all orders will be completed by December 28, 2024, or earlier, and the deadline for equipment replacement requests due to quality issues is June 27, 2025.

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Infineon Reports Decline in Revenue for Q2 2024

Infineon recently released its financial report for the second quarter of fiscal year 2024. According to the financial data, Infineon achieved a revenue of 3.632 billion euros in the second quarter of 2024, a decrease of 2% compared to the previous quarter and a 12% decrease year-on-year. Regarding the reasons for the performance decline, Infineon CEO Hanaberck pointed out that the economic situation has had a significant impact on the semiconductor industry, with weak demand in the consumer sector and a significant slowdown in growth in the automotive industry. In addition, customers and distributors are reducing semiconductor inventories, further exacerbating market pressures.

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ON Semiconductor to Increase Distribution Channel Inventory

ON Semiconductor plans to increase inventory in distribution channels to prepare for the mass production of new products in the second half of 2024 and the production of 200mm silicon carbide substrates in 2025. The stability of traditional industrial business will also bring more positive prospects for the remaining time in 2024 and 2025. Additionally, the second half of 2024 will see a more balanced supply and demand trend due to stricter inventory management by the OEMs.

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