Semiconductor Weekly | 20221115

1.Memory manufacturers are betting on advanced processes, and flash memory products are moving towards higher layers.


2.The supply of semiconductor photomasks is in short supply, and many major photomask suppliers have high orders on hand, including Photronics,Toppan, DNP, etc.


3.The passive component market is cold and windy. Affected by the weakness of the consumer electronics market, since the second quarter of this year, MLCC companies such as Murata, SamsungElectro-Mechanics, Taiyo Yuden, Sanhuan Group, andFenghua Hi-Tech have continued to decline.


4. Memory manufacturers are betting on advanced processes, and flash memory products are moving tohigher layers.


5. The supply of semiconductor photomasks is in short supply, and many major photomask supplier shave high orders in hand, including Photronics, Toppan, DNP, etc.


6. President and CEO of ON Semiconductor: The divestment of 4 fabs will be completed by the end of the year, and over 75% of capital expenditures will be used for silicon carbide capacity expansion next year.