1.SamsungStart the price negotiation, and it is intended to rise by 15%-20%of the flash memory

According to the IT House quoted Korean media related reports,SamsungIt is planned to re-negotiate NAND flash memory prices from the main mobile, PC and server-side customers from this month to next month, with a target price increase of 15%-20%.Industry sources said that in the first quarter, the contract price consultation between Samsung, SK Hynix and large customers was still unsuccessful.However, the temporary transaction price of NAND flash memory has been rising, and the price of some categories is higher than the level of January 2022, and the market is still filled with uneasy emotions brought by production reduction.

According to the recent research report of TrendForce Collection Consultation, under the situation of the water position of the supply chain and the price is still in the rising cycle, the downstream customers in the first quarter will continue to increase the NAND flash memory procurement order in order to avoid the risk of supply shortages and costs. Essence

2. PassSamsungHBM memory yield rate is only 20%, far lower than competitive products

According to the relevant reports of fast technology, in the current HBM market,SK HylosOccupy 54%of the share, andSamsungThe former lags behind because of the low rate.Rumor HBM3chipThe yield of good products is only 10%-20%, andSK HylosIt is 60%-70%.

It is said that in order to make up for this deficiency,SamsungAre purchasingchipThe machines and materials used by the manufacturer are filled with the gap between the memory chip layer with epoxy resin.Investors have also noticed that Samsung is in an unfavorable situation in HBM competition. Samsung's stock price has fallen by 7%this year, andSK HylosandGloryIt is estimated that 17%and 14%have been rising respectively.

3. Huirong:storageThe instrument industry welcomes the year, and the NAND flash memory rebounds stronger

NAND flash memory controlchipGou Jiazhang, general manager of the Da Fang Huirong Technology, pointed out that in 2024 NAND flash memory and DRAM quotation are expected to rise all the way.storageThe industry will usher in a good year.In the future, the memory of the memory of the memory will be increased to increase production, so that memory supply and demand will maintain a balanced state.

He also predicts that the original factory will make money in the first quarter, and most of the second season will make a profit. NAND flash memory and DRAM will return to the health inventory water level; because the price of NAND flash memory has fallen by 70%, its 2024 in 2024 The range of rebounds will be larger.Gou Jiazhang expects that the product lines of Huirong will continue to grow in comprehensiveness in 2024. It mainly comes from the new cases of module factory customers to win more new cases, and the NAND manufacturers' customers will win important design cases.

4. 4..SamsungandSK HylosWill be the first to mass production LPDDR6 memory

According to the quoted report from Fast Technology,SamsungHeroes will take the lead in mass production of LPDDR6 memory.At present, the two companies hope to obtain the LPDDR6 RAM certification as soon as possible. Industry insiders said that once Jedec is approved, Samsung and Hynix will prepare mass production.

SamsungI hope that the LPDDR6 memory can be mass -produced before the Snapdragon 8 Gen4.The high speed and low power consumption of LPDDR6 will accelerate the landing and popularization of AI applications. It not only can better meet the needs of complex computing and real -time data processing, but also further release the potential of AI.

5.RisaExecute delayed salary increase and start layoffs

March 12,RisaThe company clarified the delayed salary increase and layoff information reported by the Nikkei News.In the statement, Ruisa pointed out that it has decided to postpone the implementation time of this year's performance improvement 6 months, until October 2024.This is suitable for all global employees, including management teams.

For layoffs, in November 2023, considering the expected continuous market weakness,RisaThe future investment and business focus was thoroughly reviewed and decided to reduce positions in all regions.The number of affected employees worldwide is only hundreds of people (equivalent to 1%-2%of the total), of which Japan is less than 20%.This measure is implemented from November 2023, following all local processes to ensure that employees are the greatest dignity and respect.

6. Italian requirement meaning methodsemiconductorIncrease investment

According to the relevant reports of foreign media Semimedia, the Italian government believessemiconductor(ST) Investment is more powerful to France, so ST is required to increase its investment in Italy.According to a company's documents, the Italian and French governments hold a 50%holding company's shares of a holding company through the Roman Ministry of Finance and the French Public Bank BPIFRANCE SA, which has 27.5%of the Semiconductor of Interest.

According to people familiar with the matter, Italy is rightSTCEO Jean-Marc Chery's organizational sector structure has changed dissatisfaction.AbolishedcarThe department is mainly led by Italians, including Marco Monti, the executive of leaving the company later.

7.ARM facingcar Application releases its high -performance NeOVERSE levelchipdesign

On March 13, ARM announced that it will be introduced based on ARMV9 technology for the first timecarFields enable the industry to use the latest generation of ARM architectureAI, Safety and virtualization functions.ARM introduces service-level Neoverse technology and new ARMV9-based Cortex-A products into cars to achieve scalability.

ARM CSS for Automotive will provide pre -integrated and verification configuration of ARM AE IP. The configuration uses the leading casting process to optimize performance, power, and area.ARM's first onecarCSS is expected to be delivered in 2025.