1. Silicon wafer shipments in the third quarter have increased in the same period of the same year

internationalitysemiconductorThe Industrial Association (SEMI) released the latest report. Global silicon wafer shipments increased by 5.9%in the third quarter of 2024 to 3214 million square inch (MSI). 6.8%.

Source: SEMI

SEMI pointed out that the results of wafer shipments in the third quarter continued the rise in the second quarter. The inventory level of the entire supply chain has declined, but it is still very high in general.ForAIThe demand for advanced wafers continues to be strong.

However,carThe demand for silicon wafers with industrial use is still sluggish, but forcell phoneThe demand for silicon wafers of other consumer products has improved in certain fields.Therefore, this upward trend may continue in 2025, but the total shipments are expected to not return to the peak level in 2022.

2.RisaPush a new 3 nanometercarSOC, focusing on AI acceleration characteristics

RisaThe latest new R-CAR X5 series SOC, the first product R-CAR X5H in the new series is adoptedTSMC3 nanometer process, serving multiplecarFields include high -end driving assistance systems (ADAS), car information entertainment (IVI) and singlechipThe gateway application.

The new SOC series can achieve an AI acceleration up to 400 TOPS. The GPU processing capacity is as high as 4 TFLOPS, which contains 32 ARM Cortex-A720AE CPU cores for application processing, providing more than 1000K DMIPS performance; and six ARM Cortex-R52 Double -locking CPU kernel, providing DMIPS performance of more than 60K, supports ASIL D function, does not require external MCUs.

This SOC providesindustryThe integratedness and performance of the highest level allows OEMS and Tier 1 manufacturers to turn to centralized electronic control units to achieve solutions that simplify development and future systems.R-CAR X5H will be selected in the first half of next yearcarCustomers provide samples and are expected to be put into production in the second half of 2027.

3. Driven by the flagship machine,TSMCThe full load of the first half of next year 3/5 nanometer is expected

According to the Science and Technology Innovation Board Daily quoted the Taiwan Industry and Commerce Times of China,TSMCThe advanced process continues to be hot, the institution estimates, benefitsHighlightandMediaTekFlagshipcell phone, TSMC is not afraidappleIn the first quarter of next year, the iPhone flow volume, and the motion rate of 3 and 5 nanometers in the first half of next year remained full load.Also, in AIchipWith assisted, the motion of 5 nanoplasals will exceed 100%in the first half of next year.

4. ChuanSamsungThe second -generation 3 nanometer rate is only 20%, homechipOr switch to

According to the quoted report from Fast Technology,SamsungThe latest second -generation 3nm process is only 20%, and due to weak demand, Samsung may be forced to be with the biggest competitorsTSMCCooperation to produce an Exynos processor from TSMC.

However, the report is also at the beginning of the report, and there is no further clear news yet, but if the cooperation does happen, it should take a while to see the reason.TSMCOEME Exynos processor is listed.Of course, the above situation may also be purely rumored, but considering itSamsungThe situation of foundry business seems not to be completely grounded.

5. Institution: It is expected that the revenue of the back -end equipment market in the fourth quarter will increase to 1.31 billion US dollars

According to the Science and Technology Board Daily, according to YOLE Group data, in recent quarters, due to the slow recovery of the consumer electronics market, as a key link for assembly and packagingsemiconductorThe revenue of the back -end equipment market has declined.It is expected that the market will begin to rebound in the fourth quarter, demand will gradually recover, and the application of advanced packaging technology will be accelerated.

Yole Group predicts that the market's quarterly income decreases from US $ 1.4 billion in the first quarter of 2024 to US $ 1.29 billion in the second quarter, a decrease of 8.1%, and it may further drop to US $ 1.26 billion in the third quarter.It is expected that the income in the fourth quarter will increase by 3.8%to US $ 1.31 billion, and will increase by 32.3%. By the first quarter of 2025, it will gain $ 1.74 billion in revenue.

6. Tianyue AdvancedindustryThe first 300 mm N type of silicon carbide base

According to the advanced release of Shandong Tianyue, Tianyue's advanced series of silicon carbide base products appeared in 2024 Munich, GermanysemiconductorThe exhibition and grandly released the industry's leading 300 mm silicon substrate product.The appearance of this innovative product not only refreshed industry standards, but also attracted the warm discussions and widespread attention of many industry customers on the day of the conference.

along withNew energycarAs well asPhotovoltaicEnergy storage and other clean energy,5G The rapid development of industries such as communications and high -voltage smart grids, and the demand for silicon carbide -based devices such as high power, high voltage, high frequency and other working conditions has also increased breakthroughs.Under the same production conditions of 300mm silicon carbide leaflet materials, it significantly increases production, reduces unit costs, further enhances economic benefits, and provides a larger scale application of silicon carbide materials.

7. Tiangke Heidida starts the second phase of the 8 -inch silicon lining base

According to the news released by silicon carbide supplier Tianke Dada, on November 12, 2024, Tianke Heida's "Third GenerationsemiconductorThe starting ceremony of the second phase of the construction of the silicon base industrialization base "was successfully held in Beijing.

The expansion project aims to build the leading intelligent production line in the industry and mass -produce 8 -inch silicon carbide substrate.After the project is fully put into production, the company's capacity will be significantly improved, and it will further consolidate its leading position in the silicon base market.