Semiconductor Weekly | 20231024

1. BusinessKorea reported on October 18 that Samsung Electronics has confirmed that it will name its HBM3E product "Shinebolt". According to industry sources, Samsung is sending HBM3E product Shinebolt samples to customers for quality certification testing. The sample is an 8-layer 24-gigabit chip, and it is said that the development of 12-layer 36-gigabit products will be completed soon. Shinebolt's maximum data transfer speed (bandwidth) is about 50% higher than HBM3, reaching 1.228 terabytes (TB).


2. Hyundai Kia and Infineon signed a power chip cooperation contract Yonhap News Agency reported on October 18 that Hyundai Motor and Kia said that they signed a strategic cooperation contract for power chips with German semiconductor giant Infineon Technologies. Infineon will provide some of the power chips required for the production of electric vehicles, hybrid vehicles and other vehicles to the two companies by 2030.


3. Qualcomm and Google have reached a cooperation to develop RISC-V chips for wearable devices. Flush News, October 18, local time on Tuesday, Qualcomm announced its cooperation with Google to use chips based on RISC-V technology to manufacture wearable devices such as smart watches. Qualcomm plans to commercialize RISC-V-based wearable device solutions globally, including in the United States.


4. Financial News Agency, October 18th, Hon Hai Technology Day was held today. Nvidia CEO Huang Jenxun and Hon Hai Group Chairman Liu Yangwei and other senior executives appeared at the venue early in the morning. It is understood that Hon Hai has won chip module orders for Nvidia’s latest AI chip GH200 and L40/L40S products, which will be exclusively supplied. In today's event, Huang Renxun and Liu Yangwei will also have a dialogue on the same stage, which is believed to further release more information on expanding cooperation in the field of AI.


5. Science and Technology Innovation Board Daily reported on October 18 that lithography machine giant ASML announced its third quarter results today, with net sales of 6.7 billion euros (approximately 51.791 billion yuan) and net profit of 1.9 billion euros (approximately 14.687 billion yuan). yuan), a slight decrease from the previous quarter, with a gross profit margin of 51.9%. ASML's quarterly net bookings in the third quarter were €2.6 billion, of which EUV bookings were €0.5 billion. ASML once again confirmed its forecast for net sales growth of 30% in 2023.