Semiconductor Weekly | 20230912

1. Korea Herald reported on September 7 that Samsung Electronics co-CEO Kyung Kye-hyun said that its Taylor, Texas, factory is expected to start producing 4-nanometer process chips by the end of 2024, surpassing TSMC in progress and confident in competing with TSMC.


2. Taiwan Electronic Times reported on September 8 that industry insiders said that in the artificial intelligence boom, advanced packaging technologies such as CoWoS have received widespread attention from the market, but smartphone APs (application processors) based on 3D Chiplet technology are expected to It will not be widely adopted until 2025. Sources said that as wafer stacking technology matures, it is easier to build chips based on chiplet technology, with higher yields and better cost control than manufacturing the entire SoC on a single node.


3. Juheng.com reported on September 8 that Liu Deyin, chairman of TSMC, said that the current shortage of advanced packaging CoWoS production capacity has led to a shortage of AI application chips, but this is expected to be only a short-term phenomenon. He also revealed that whether to join the ranks of investing in Arm is still under evaluation and is expected to be decided in the next two weeks. Although TSMC felt increased demand for AI from customers in Q3, the overall economic situation continued to weaken and terminal market demand was weak. Customers are more cautious and it is expected that inventory adjustments may continue into the fourth quarter.


4. Bloomberg News, September 8, executives of chip design company Arm recently revealed that driven by demand for data centers and artificial intelligence chips, the company expects revenue to increase by 11% in this fiscal year (fiscal year 2024), and by fiscal year 2025. The annual growth rate will be around 25%.


5. Science and Technology Innovation Board Daily reported on September 8 that the research organization Omdia recently released a tracking report on the competitive landscape of the semiconductor industry, pointing out that after experiencing five consecutive quarters of revenue decline, the industry reversed its decline in the second quarter of 2023, with revenue There is a rebound. Quarterly revenue in the second quarter increased 3.8% sequentially to $124.3 billion.


6. Taiwan Electronic Times reported on September 8 that server ODM manufacturers pointed out that the current demand for AI servers is strong, but the most important AI chips are lacking. ODM manufacturers pointed out that the prospects of AI are still promising, but there is no solution to the shortage of NVIDIA chips in the short term, and they can only wait for TSMC's CoWoS production capacity to be opened. The shortage of AI servers cannot meet customer demand, nor can it make up for the decline in general servers. ODM pointed out that due to the impact of the economic environment, customers' attitudes towards general servers have become conservative, and there has been no significant change in the second half of the year.