1.SKHynixandSamsungStop supply DDR3, push the quotation and rose directly by 20 %

According to the Science and Technology Board Daily, the Taiwan Economic Daily, China Economic Daily,industryIt is reported that the top two DRAM suppliers in the worldSamsungAs well asSK HylosFully sprint high -bandwidth memory (HBM) and mainstream DDR5 specifications, which will stop supplying DDR3 nicome DRAMs from the second half of the year, causing the market to grab the market, leading to the recent DDR3 price soared, up to 20 %, and the second half of the year is still offer. Will rise again.

2.British Fei LingAnnounce the tightening measures: the whole year's annual expectations and layoffs

According to the relevant reports of foreign media SEMIMEDIA, receivingsemiconductorThe influence of industry demand continues to be weak,British Fei LingRecently announced a tightening measure, lowered the annual revenue forecast, and fired employees of its Reaggersburg factory.

According to the tightening measures,British Fei LingThe revenue guidance value in 2024 was reduced to 15.1 billion euros, and the positive and negative was 400 million euros, which was lower than the previous 16 billion euros' guidance value.Ying Feiling said that the performance profit margin of the department may also be less than three months ago, about 20%.Jochen Hanebeck, CEO of Yingfeeling, said that due to the economic situation, many end markets were weak, and customers and distributors continued to reduce inventory levels.also,carThe growth of the industry has slowed significantly.

3.Sia: Global in the first seasonsemiconductorSales reached $ 137.7 billion, an increase of 15.2% year -on -year

In the United StatessemiconductorAccording to the data released by the Industry Association (SIA), global semiconductor sales in the first quarter of 2024 totaled 137.7 billion US dollars, an increase of 15.2%year -on -year, and a decrease of 5.7%month -on -month.Compared with February 2024, sales in March 2024 fell 0.6%.

Source: SIA

SIA CEO John Neuffer said the first quartersemiconductorSales are significantly higher than the first quarter of last year, but sales have declined from the previous quarter and quarter -month -olds, reflecting the normal seasonal trend. It is expected that the market will continue to grow this year. It is expected that the annual growth of double digits will be achieved in 2024.

4. Local maturity processchipMeasure, but the advanced process is still difficult

According to fast technology, the report of SIA and Boston consulting companies shows that in 2032, China will produce 28%less than 10nmchip, But the advanced process is expected to be only 2%.

10 to 22nmchipBy 2032, China's production capacity share will be doubled, from 6%to 19%.The chip above 28nm is expected to have the largest share in China's share, from 33%in 2022 to 37%in 2032.However, the report also pointed out that China can only produce 2%(7nm and below) of the world's most advanced chips.

It is expected that in the next ten years, the United StateschipThe production capacity will increase by 203%.By 2032, the US chip production capacity will account for 14%of the global total production capacity.

5.Wuhan XinxinStart the IPO counseling, which was the Yangtze River beforestorageSubsidiary

According to media reports of fast technology,Wuhan XinxinIntegrated Circuit Co., Ltd. recently disclosed the IPO counseling filing report in the Hubei Securities Regulatory Bureau, which indicates that Wuhan Xinxin will promote the listing process of the company.According to the IPO counseling filing report, its controlling shareholder is the Yangtze RiverstorageTechnology Holdings Co., Ltd. holds 68.1937%.

It is understood,Wuhan XinxinIt is a family focusing on NOR FLASHstoragechipThe integrated circuit manufacturing enterprise has the first 12 -inch integrated circuit production line project in Central China.The company realized a profit at the end of 2017, and announced in 2020 that its independently developed 50 nanometer SPI Nor Flash chip realized the entire mass production.Wuhan XinxinEarlier, a wholly -owned subsidiary of the Yangtze River storage, in early March this year, the company announced the first acceptance of external financing. The registered capital increased from approximately 5.782 billion yuan to about 8.479 billion yuan.