1. NXP's third quarter revenue decreased by 5%year -on -year to US $ 3.25 billion

NXP announced the third quarter of 2024Financial report, Revenue of US $ 3.25 billion, a decrease of 5%year -on -year, an increase of 4%month -on -month; a gross profit margin of 57.4%, a slight increase in the year -on -year and month -on -month; operating profit was 990 million US dollars, which was basically flat year -on -year, an increase of 10%month -on -month.SeasonalcarBusiness revenue was US $ 1.829 billion, a decrease of 3%year -on -year, an increase of 6%month -on -month.

Source: NXP

Kurt Sievers, President and CEO of NXP, said that revenue is consistent with overall guidance, communication infrastructure, mobile andcarThe performance of the terminal market exceeds expectations, but industry and industryInternet of ThingsThe market encountered a weak growth related to macro.NXP's outlook for the fourth quarter of revenue of 3 billion to 3.2 billion U.S. dollars, the contract ratio decreased by about 12%to 6%.

2.MicrochipRevenue in the last quarter has decreased by nearly half year -on -year

MicrochipThe second fiscal quarter of fiscal year 2025 (as of the end of September)Financial report, Revenue of US $ 11.64 billion, a year -on -year decrease of 48.4%; gross profit margin 57.4%, a year -on -year decrease of 10.4%; net profit of $ 78.4 million, a year -on -year decrease of 88.2%.

source:Microchip

MicrochipPresident and CEO Ganesh Moorthy said that quarterly revenue is consistent with guidelines, because the company is continuing to cope with inventory adjustment, European concentrationcarThe performance of industrial customers is more concentrated.The "green buds" seen in recent quarters have unequal progress. Basically, the reservation of continuous reservations is basically the same, the cancellation rate is normal, and a higher urgent request. It can be considered that these are positive signals. Although the visibility is limited, there are still there are still there are still there are still there are still there are still there are still there are still there are still there are still there are still there are still there are still there are still there are still there are still there are still there are still there still. It may form the bottom.

MicrochipLooking forward to the net sales of the next fiscal quarter, between 10.25 and 1.095 billion US dollars. Although there are already a large amount of inventory, it will continue to face macroex uncertainty, which will be the weakest quarter of the company's season.

3.Sia: Global in the third quartersemiconductorSales increased by 10.7% month -on -month

USAsemiconductorIndustry Association (SIA) recently announced that in the third quarter of 2024, global semiconductor sales were 166 billion US dollars, an increase of 23.2%year -on -year and 10.7%month -on -month.Global sales in September 2024 were US $ 55.3 billion, an increase of 4.1%over US $ 53.1 billion in August.

Source: SIA

September sales have increased year-on-year in the Americas (46.3%), China (22.9%), Asia-Pacific/other regions (18.4%) and Japan (7.7%), but declined in Europe (-8.2%).The monthly sales in September were in Japan (5.3%), Asia -Pacific/other regions (increasing 4.5%), the Americas (increasing 4.1%), Europe (increasing 4.0%), and China (growth 3.6%).

4. Growing demand, passingTSMCCOWOS package price increase next year by 20%

According to fast technology, according to the latest report of Morgan Stanley,TSMCPrice is planned to be implemented in 2025. It is expected that the price of 3nm process will rise by up to 5%, and the COWOS packaging price may rise by 10%to 20%.With the growth of AI explosive, part of TSMC's production line of the production line will be reserved next year, and the bottleneck of the supply chain forces it to expand its capacity, which will also lead to rising prices.

There are reportsNivineThe proportion of capacity demand for production capacity in 2025 still reaches 50 %,AMDexistTSMCCowos packaging orders will increase slightly.The market's demand for TSMC's COWOS packaging technology has continued to increase.Microsoft, Amazon, Google and other large manufacturers have continued to demand for Cowos.

5. The Kerri North Shanghai K2 factory will be put into production next year, and it has been delayed compared to the plan.

According to the Science and Technology Board Daily, Kai Xia announced that the 2nd Factory (K2) of the North Shanghai Factory (K2), which was listed on the north of the Iwate County, has been fully completed. It is estimated that K2 will be put into production in the fall of 2025.The production was originally planned to be carried out last year, but due to the entire industrystorageThe demand has decreased, and the production time is delayed for about a year and a half.

The K2 factory will mass -produce its most advanced NAND Flash BICS8 products. Armor said that it will benefit from the AI ​​boom. It is estimated that NAND demand will grow steadily after 2025storageDemand will increase, and the demand for flash memory in the next five years will increase by about 2.7 times.