Semiconductor market news(Mar.25 to Mar.31)
Microwell Technology
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1.NAND Flash contract price expected to rise 13~18% in Q2
According to TrendForce, except for Kioxia and WDC, which have increased their capacity utilization since the first quarter of this year, other suppliers have maintained a low production strategy. Despite the slight decline in NAND Flash purchasing volume in the second quarter compared to the first quarter, the overall market atmosphere continues to be influenced by the reduction of supplier inventories, as well as the effect of production cuts, and it is estimated that the contract price of NAND Flash in the second quarter will rise strongly by about 13~18%.
2.2023 Q4 semiconductor list: TSMC wafer foundry sole possession of 61 percent
Research firm Counterpoint reported on March 27, 2023 Q4 TSMC alone accounted for 61% of the global foundry market share, in a dominant position; Samsung benefited from the smartphone replenishment and the Samsung Galaxy S24 series of the listing of the pre-purchase, to maintain the second place, market share of 14%.
3. Spending more than 90 billion U.S. dollars, SK Hynix will build four wafer fabs in South Korea
According to foreign media ComputerBase, storage chip maker SK Hynix plans to invest in the city of Yongin in central South Korea's Gyeonggi Province to build a huge semiconductor production park, which will include four independent wafer fabs, costing at least 120 trillion won (about 90.7 billion U.S. dollars)
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4. Micron Xi'an new factory officially opened, the output value will reach 3.6 billion yuan
On the morning of March 27, the groundbreaking ceremony for Micron's new Xi'an packaging and testing plant was held in Xi'an's high-tech zone, and the future 35,000-square-meter semiconductor plant will rise from the ground. The total area of Micron's Xi'an plant will expand to 132,000 square meters. The new plant project is expected to be put into operation in the second half of 2025, which will add an additional 500 jobs and the output value will reach 3.6 billion yuan.
5. Qualcomm terminated the acquisition of Israeli chipmaker Autotalks
The U.S. Federal Trade Commission (FTC) said in a statement that Qualcomm Inc. abandoned a deal to buy Israeli semiconductor company Autotalks Ltd. after regulators expressed antitrust concerns.
European, British and Israeli antitrust regulators are also investigating the deal. Qualcomm previously said in a statement, "Qualcomm has terminated its acquisition of Autotalks due to the failure to obtain regulatory approval in a timely manner. Automotive is a very important vertical for Qualcomm and we remain fully committed to our product roadmap, customers and partners."