1.AIcell phoneWith the PC welcoming the tide, the distributor gets business opportunities

According to the Taiwan Industrial and Commercial Times of China, IC distributorDa Lian UniversityDeputy General Manager Lin Chunjie said on the 15th that the first quarter of revenue surpassed the financial test. Because customers began to replenish inventory, they saw that the market demand gradually recovered in the second quarter to the second half of the year. Standard servers will grow quarterly. Edge computing boom brings business opportunities. In the second half of the year, AI PC, AIcell phoneTry the water temperature and welcomes the tide of the machine.

At the same time, Lin Chunjie said that the AI ​​server industry is very good, but there are not many ink for distributors, such as GPUchipyesNvidiaAs well asAMDandIntelWhen you are delivered directly to the customer, as for the high demand for HBM by the AI ​​server, a single HBM is a five -fold price of traditional DRAM, butSK HylosWill be delivered one after anotherSamsungAs well asGloryIt is also supplied by the original factory to customers,Da Lian UniversityAt this time, cutting in is the surrounding business opportunities, such as DDR5 and CPU required for standard servers.Lin Chunjie said that the demand for standard servers this year has got rid of the dilemma of the exclusion of production capacity last year and began to gradually recover.

2.SEMI: this year Q1 GlobalsemiconductorImprovement

SEMI InternationalsemiconductorThe latest report of the Industry Association pointed out that with the rise of the sales of the electronic sector, the stability of inventory and the increase in the capacity of the wafer plant, the global semiconductor manufacturing industry in the first quarter of 2024 showed signs of improvement.It is expected to grow stronger in the second half of the year.

In the first quarter of 2024, the sales of the electronic sector increased by 1%year -on -year, and it was expected to increase by 5%year -on -year in the second quarter.With HPCchipThe increase in shipments and the continuous improvement of Memory pricing, IC sales achieved a year -on -year growth of 22%in the first quarter of 2024. It is expected that the second quarter of 2024 will surge by 21%.The IC inventory level has stabilized in the first quarter of 2024, and it is expected to improve this quarter.

The production capacity of the wafer plant continues to increase. It is estimated that more than 40 million wafers (300mm equivalent) will be over the first quarter. In the first quarter of 2024, production capacity increased by 1.2%, and it is expected to increase by 1.4%in the second quarter of 2024.China is still the country with the highest growth rate in all regions.The utilization rate of the wafer plant, especially the mature node, is expected to have almost no sign of recovery in the first half of 2024.Due to strict supply control, Memory utilization rate was lower than expected in the first quarter of 2024.

3. Armori losses in fiscal year in fiscal year, and the fourth fourth fiscal season reverses losses

According to the IT home news, the original Japanese flash memory of Japan announced the performance of fiscal year as of March 31, achieving 1076.6 billion yen sales, a year -on -year decrease of 16%; the net loss was 243.7 billion yen, compared to 2022 Fortune 2022 Fortune The annual expansion was 105.6%, and the net loss rate reached 23%, and the loss was recorded for two consecutive years.

Kai Xia said that the deterioration of the operating conditions of fiscal year in 2023 is mainly caused by the sharp decline in the average price of the product in the first half of the fiscal year.In the second half of the fiscal year, with the adjustment of the major flash memory of the production plan, the overall supply and demand of the flash memory industry tended to balance, partly offset the influence of the unfavorable market in the first half of the fiscal year.In the fourth fiscal quarter as of March 31st, Kaixia achieved a sales of 322.1 billion yen and a net profit of 10.3 billion yen, which reversed the momentum of continuous losses.

4. Two Korean systemsstorageGiant HBM production capacity accounts for expansion

According to Korean media reports, the two major majorstorageGiant SK HemiliationSamsungWhen attending the investor activity held earlier this month, electronics said that the overall DRAM production line has been used for HBM memory production.Due to the poor yield of TSV technology, HBM consumption for wafers is twice or even three times that of traditional memory. Only by increasing the proportion of production lines can companies meet the growing HBM demand.

It is in this context,SamsungElectronic representatives predict that not only HBM memory, but universal DRAM's price will not decrease during the year.SK HylosIt is confirmed again that the company has completed the distribution of HBM memory capacity in 2025.Samsung Electronics said that the situation of its HBM orders is roughly the same as the opponent, and it has been sold out. It is estimated that the HBM memory supply will not be too required next year.

5.TSMCConfirm that the construction of the German wafers Q4 launch construction

According to IT home news,TSMCRecently, the European Technology Forum was confirmed again at the 2024 European Technology Forum that its German wafer fab is scheduled to start construction in the fourth quarter of this year, and it is estimated that it will be put into production in 2027.TSMC agreed with Bosch in 2023,British Fei LingEstablish a joint venture with NXPsemiconductorManufacturing company ESMC,TSMC70%of the shares, the other three companies hold 10%each.

ESMC is located in the first wafer of the Wornes in Germany's Dresden.semiconductor Aiming at mature processes such as 28/22nm plane CMOS and 16/12nm FinFET.After the completion of the wafer plant, the capacity will reach 40,000 12 -inch wafers per month.

6.TSMCCOWOS equipment needs to be repaired, suppliers welcome the urgent order

According to the Science and Technology Board Daily quoted Taiwan's Electronic Times, ChinasemiconductorThe equipment industry said,TSMCThe COWOS equipment has recently been given an urgent order, and the Taiwanese factory will welcome the equipment for the equipment. At the same time, it is also facing the problem of manpower shortages such as assembly and maintenance.

TSMCIn the next three years, it will be the grand occasion of expanding and re -production. It is estimated that from the fourth quarter of 2024 to 2026, the Chiayi AP7 factory released by Longtan, Zhunan, Zhongke, Nanke, and the establishment of a factory has been launched one after another.