Flyking Weekly Express 2025-01-13

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Renesas: Weak Demand Overall

Renesas reports no significant growth in demand recently, with major needs concentrated in models like UPD70, UPD78, HD64F, R5F, and ISL series. Supply remains stable, and market shortages are minimal. However, due to declining demand for multiple chip types, Renesas plans large-scale layoffs this year. The company's factory utilization rate dropped from 40% (July-September) to 30% (October-December), delaying the mass production of power semiconductors for automotive and industrial equipment previously scheduled for early 2025.

NXP Acquires TTTech Auto

NXP expects 8%-12% CAGR in automotive and industrial segments from 2024 to 2027, driven by electric vehicles and ADAS. NXP announced its $625M cash acquisition of Austrian auto software developer TTTech Auto, known for its deterministic operating systems and time-triggered Ethernet technologies, aligning with NXP’s focus on central and domain controller chips.

Samsung Significantly Reduces NAND Flash Production

Samsung reduced wafer input at its largest NAND plant, Xi’an, by over 10%, cutting monthly output from 200K to 170K wafers. This move addresses global NAND oversupply and price declines. Adjustments at Hwaseong facilities will also lower overall capacity.

ON Semiconductor: Limited Demand

ON Semiconductor reports moderate demand, mainly for discontinued materials, interface ICs, and MOSFETs. Recently, the company acquired NexGen Power Systems' GaN wafer fab in Dewitt, NY, for $20M, marking a key step in expanding its power semiconductor portfolio.

Marvell's CPO Breakthrough

Marvell announced advancements in custom AI chips by integrating co-packaged optics (CPO), enhancing AI server performance with 100x higher data transmission than cables. A five-year partnership with Amazon AWS aims to revolutionize AI servers, benefiting key manufacturing partners.

Micron Builds Advanced HBM Facility

Micron has started constructing an advanced HBM packaging plant adjacent to its Singapore site. Set to begin operations in 2026, it will expand Micron’s AI-focused capabilities, doubling advanced packaging output by 2027.

NVIDIA Blackwell GPU Launch

NVIDIA and its partners have commenced full-scale production of Blackwell GPUs and related server systems. These GPUs are now deployed across all major cloud service providers, offering solutions tailored for global data centers. Compared to the previous Hopper generation, Blackwell GPUs deliver significant improvements in computational performance and power efficiency per watt for AI and HPC applications. However, their higher power consumption increases cooling and energy requirements, posing challenges for data center integration.

Intel to Release 18A Chips in H2 2025

Intel has begun sampling its 18A (1.8nm) Panther Lake CPUs to PC manufacturers, with plans for a full launch later this year. These chips signify Intel's commitment to advancing its AI PC offerings. Full-scale production of Intel 18A chips is slated for late 2025, reinforcing the company’s roadmap to enhance its AI-driven product portfolio.

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