1. Texas Instrument Q1 performance continues to fall, and all end market income declines

Simulation of the Texas Instrument (TI) released the first quarter performance data of 2024 on the 23rd local time, with revenue of US $ 3.661 billion, a year -on -year decrease of 16%, and a decrease of 11.3%month -on -month; net profit was US $ 1105 million, a year -on -year decrease of 35%, a month -on -month, month -on -month, month -on -month, month -on -month. It fell by 24%; gross profit margin was 57.22%, a year -on -year decrease of 8.16 percentage points, and a decrease of 2.41 percentage points from the previous quarter; at the end of the quarter, the inventory amount was US $ 4.093 billion, and the same period last year was US $ 3.299 billion.

overallFinancial reportData source: TI

According to business, the simulation business revenue was US $ 2.836 billion, and its operating profit was US $ 1.08 billion, a year -on -year decrease of 14%and 36%. The revenue of other businesses and business profits were US $ 173 million, revenue decreased by 33%year -on -year, and profit increased by 41%.

Various businessesFinancial reportData source: TI

TI President and CEO Haviv Ilan said that the income of all end market has declined; the operating cash flow of $ 6.3 billion in the past 12 months has once again proved the business model, the quality of the product portfolio, and the advantages of 300 mm production. ; Looking forward to the second quarter revenue between 3.65 and 3.95 billion US dollars.

2.SamsungStart the ninth-generation V-NAND of mass production, and increase the density by 50%

SamsungElectronics announced on the 23rd that its 9th generation vertical NAND (V-NAND) TLC TLC TLC (TB) TLC has begun to produce large-scale production, consolidating its leadership position in the NAND flash memory market.Rely onindustrythe smallestBatteryThe size and the thinnest molds, Samsung will increase the Bit density of the 9th-generation V-NAND about 50%compared with the 8th-generation products.

also,SamsungAdvanced "channel -hole etching" technology shows its leading position in process capabilities.Compared with the previous generation, with the advancement of low power design, power consumption has also increased by 10%.As the reduction of energy use and carbon emissions is vital to customers, Samsung's 9th-generation V-NAND is expected to become the best solution for future applications.Samsung has begun to produce the ninth-generation V-NAND of 1TB TLC in batches this month, and began the production of QLC models in the second half of this year.

3. The latest UFS 4.0 flash memory of armor, the performance has been greatly improved

JapanstorageThe original factory of the device announced on the 23rd that the latest generation of universal flash memory UFS 4.0 version of the embedded flash memory has begun. It has a capacity of 256GB, 512GB and 1TB.cell phoneEssence

The enhanced performance of the new UFS product provides5GThe optimal utilization rate of connection has accelerated the download speed, reduced the delay to the maximum extent, and enhanced the user experience.The smaller packaging size helps improve the efficiency of board space and design flexibility.

Compared with the previous generation flash memory, the continuous writing speed of the UFS 4.0 flash memory increased by 15%, the random writing speed increased by 50%, and the random reading speed increased by 30%; The 11mm x 13mm packaging is 18%.

4.semiconductorWith Romom's Sortrystal expansionBig silicon supply protocol

Deedsemiconductor(ST) It was announced a few days ago that it has expanded the current and long -term 150 mm silicon silicon (SIC) substrate wafer wafer supply protocol with Rohm Group Corporation.The new many years of agreement stipulates the supply of larger SIC substrate wafers created in Nuremberg, Germany, with a minimum expected value of $ 230 million.

Energy -saving SIC powersemiconductormakecarThe electrification of the industrial sector is realized in a more sustainable way.By promoting more efficient energy production, allocation, andstorageSIC support provides more reliable power supply to more clean mobile solutions, lower emissions industrial processes, and greener energy future transitions, and for resource -intensive infrastructure (such as data centers specialized in AI applications).

5.IntelDeepen the cooperation with the US Department of Defense and produce with the 18A processchip

IntelA few days ago, the U.S. Department of Defense (DOD) awarded the third stage of the Intel Foundation Factory for its rapid guarantee of the Microelectronics prototype business (RAMP-C) plan.

The third stage of RAMP-C promoted the offline and test of the product prototype of early defense industrial bases, which marked a key milestone of the plan, which highlightsIntel18A process technology, IP, and large -scale manufacturing ecosystem solutions are ready.As part of the announcement, RAMP-C customers can start using Intel 18A process technology manufacturing business and DIB product prototypes.

6. Institution: China Smartcell phoneSales increase in two quarters

According to the IT home news, the latest data released by the Countpoint Research shows that China Intelligence in the first quarter of 2024cell phoneSales increased by 1.5%year -on -year, an increase of 4.6%month -on -month, and a year -on -year increase in the second quarter.Vivo ranks first, followed by glory and the secondappleEssenceHuaweiA year -on -year increase of 69.7%; Honor also showed a growth rate of 11.5%.

appleIn the first quarter of the iPhone, sales in China fell 19%, which was the worst performance in China since the new crown epidemic around 2020.Compared with previous years, Apple's demand for changing machines is slightly weak.Counterpoint senior analyst Mengmeng Zhang pointed out that the first quarter of 2024 was the most intense quarter of the competition, and the gap between the top six manufacturers was only 3 percentage points.

7. Tesla's sales have fallen for the first time in four years, and net profit has been reduced by 50 %

According to fast technology, Tesla released the first quarter of 2024Financial report, Revenue of US $ 2.01 billion, a decrease of 9%year -on -year; net profit was 1.129 billion US dollars, a year -on -year decrease of 55%.Tesla's global delivery volume in the first quarter was 386,800 units, which was significantly lower than the 430,000 vehicles predicted by the institution. Essence

Tesla has recently launched a 10%layoff in the world, optimizing operating costs, and lowered the price, especially the price of all models in the Chinese market is reduced by 14,000 yuan. The lowest market.Tesla pointed out that this year's delivery volume may be lower than last year, and the growth rate of sales in 2024 "decreased significantly."But Musk also announced that Tesla's low -cost models will begin production in early 2025 even later this year.