Semiconductor Weekly | 20221004

1. It is reported that US customers do not accept "Made in China" semiconductor products.


2. Renesas Electronics released RZ/N series devices with builtin visual Al accelerator.


3. Micron's Q4 net profit fell by 45% year-on-year, and announced that it would cut 30% of capital expenditures.


4. Renesas Electronics, the MCU leader, is expected toannounce the "Supply Guarantee Plan" to customers in October. The delivery time for a certain number of MCU orders will be guaranteed for 12 weeks, but automotive chips are not included.


5. SK Siltron invested 2.3 trillion won for silicon wafer expansion.


6. It is reported that TSMC refuses to discount, and 80% of customer orders cannot be cut or transferred.


7. DB HiTek will start developing an 8-inch SiC process next year.


8. IC Insights: It is estimated that by 2026, automotive ICs will account for about 10% of the semiconductor output value.


9.ASML Chief Technology Officer: The first High-NA EUV lithography machine will be delivered to customers next year, and the current lithography technology may come to an end.


10.The U.S. Secretary of Commerce Raymondo's chip plan will drive the construction of about 10-15 new semiconductor factories in the United States.