Flyking Weekly Express 20240520

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Intel Faces Tight Supply

Intel is experiencing supply constraints for products like Meteor Lake and Meteor Ultra. The supply issues for Meteor Lake may persist until June, while high demand for Meteor Ultra affects allocation. Furthermore, Intel has secured all high-NA EUV equipment orders from ASML through mid-2025, delaying availability for Samsung and SK Hynix until late 2025, ensuring Intel's initial production capacity.

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Broadcom Extends Product Lead Times

Broadcom has extended lead times for certain products, particularly in its BCM5 and BCM8 series, to as long as 50 weeks. This is due to rising demand in data centers and cloud computing, causing supply shortages. Customers are turning to the open market to secure supplies. Additionally, Broadcom plans to launch a new series of PCIe switches in the coming quarters.

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Micron Fully Operational Post-Earthquake

Micron's operations have fully resumed after minimal impact from a recent earthquake in Taiwan. The company’s 2024 capacity is fully sold out, with 80% of next year's capacity already committed. Micron plans to expand HBM3E production and relocate all non-HM production lines from the MTB factory, where it will replicate HBM lines to increase capacity. Early production of HBM4 has begun, with samples available mid-2025 and mass production by year-end.

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Microchip Supply Constraints

Microchip has canceled its PSP program, initially designed to ensure supply during shortages. The upcoming closure of one of its largest US production facilities may impact supply. Market reports indicate wafer shortages are affecting delivery times, potentially extending from 8-12 weeks to 20 weeks if the situation doesn't improve.

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Samsung Shifts Business Focus

Samsung has announced a shift in its memory business focus from consumer PC and mobile devices to enterprise markets like HBM, DDR5 server memory, and enterprise SSDs. The company has formed a new HBM engineering team to secure significant contracts with Nvidia. Samsung is reallocating DDR5 production to support HBM, potentially reducing DDR5 and DDR4 supply, leading to price increases. Samsung has also issued an EOL notice for DDR3 4G components, with last purchases by June 30 and final shipments by December 31.

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Renesas Aims to Increase Indian Market Share

Renesas aims to increase its sales in India from less than 5% of its total sales in 2022 to 10-15% by 2030, driven by the growing demand for industrial equipment and technology in the rapidly expanding economy. The company plans to increase its workforce in India to 1,000 by 2025 to address the shortage of software engineers in Japan. Renesas also plans to establish a chip assembly and testing plant in India by 2026 through a joint venture with a local company, following similar moves by international competitors like AMD.

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Infineon Reports Weak End Markets

Infineon reported revenues of €3.632 billion for Q2 of fiscal 2024, a 2% decline quarter-over-quarter and a 12% decline year-over-year. This decline is attributed to weak end markets and ongoing inventory reductions by customers and distributors. Infineon is cautious about the outlook for the remainder of the fiscal year and has confirmed plans for a soft layoff at its Regensburg plant in Germany.

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MediaTek Sees Positive Business Trends

MediaTek is experiencing growth in its generative AI, TV, and networking chip segments due to recovering market demand. The company expects a 20% year-over-year profit increase in 2024. MediaTek will collaborate with Nvidia on Arm-based PC processors, with the first products set for mass production in the first half of next year, positioning them to compete with Qualcomm’s Arm-based processors.

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