Ownklun Technology Co., Limited is a leading independent distributor of electronic components. 2018, April ,Ownklun Technology Co., Limited was established in Hong Kong, Kowloon.

Region: Russia, Brazil, Tunisia, India

According to Taiwanese media Economic Daily, TSMC’s 3nm has once again won an exclusive order from Qualcomm, changing the rumors reported in May that Qualcomm intended to restart the dual foundry model between Samsung and TSMC. The industry generally believes that TSMC's 3nm customer base continues to expand, reappearing in queues, continuing to reflect the dividends of technology leaders, and the advantages of production economic scale will be reflected in performance from 2024 to 2025.

Reuters reported on October 31 that ON Semiconductor announced its third quarter results for fiscal year 2023: third quarter revenue was US$2.1808 billion, a year-on-year decrease of 0.54%; net profit attributable to the company was US$582.7 million, a year-on-year decrease of US$582.7 million. to $311.9 million. By business unit, automotive business revenue hit a record, up 33% year-on-year to US$1.2 billion; industrial chip revenue increased 0.4% year-on-year to a record-breaking US$615.8 million.

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).

NetEase Technology reported on October 17 that due to the surge in demand in the AI ​​market, it is rumored that NVIDIA’s next-generation AI chip Blackwell B100 GPU will be released in advance, from the fourth quarter of 2024 to the second quarter, and is expected to use SK Hai Lux’s fifth-generation high-bandwidth memory HBM3e drives its latest chips.

According to reports from Yonhap News Agency and CCTV News Client on October 9, the South Korean President’s Office announced on Monday that the U.S. government has finally made a decision to indefinitely extend the exemption period for Samsung Electronics and SK Hynix’s factories in China to import U.S. chip equipment. In other words, without separate approval, Samsung Electronics and SK Hynix can supply semiconductor equipment containing US technology to their factories in China at will.

Sina Finance reported on September 14 that market research organization Counterpoint Research released the ranking of the TOP7 manufacturers in the global semiconductor market in the second quarter of 2023. Nvidia surpassed Samsung and ranked second with a global share of 9%, second only to Intel's 10%. Samsung ranks third with 8% share. The reason is that the storage market was sluggish in the second quarter of this year, which affected the sales of major memory manufacturers such as Samsung and SK Hynix. In addition, Qualcomm ranked fourth with a 6% share due to the weakness of the mobile phone market. SK Hynix and AMD both had 4% share this quarter.

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.

TheElec reported on August 30 that Samsung Electronics disclosed the research results of high-bandwidth memory (HBM)-processing memory (PIM) and LPDDR-PIM in Hot Chips 2023. According to Samsung Electronics, if HBM-PIM is applied to generative AI, the performance and power efficiency of the processor will be more than 2 times higher than that of the existing HBM.

Nvidia released its second quarter financial report (as of July 30, 2023), showing that during the period, it achieved revenue of US$13.51 billion, a year-on-year increase of 101%, and a month-on-month increase of 88%; net profit was US$6.19 billion, a year-on-year increase of 843%. The Q2 revenue of the data center business was US$10.32 billion, a record high, with a year-on-year increase of 171% and a quarter-on-quarter increase of 141%.

International Electronic Business News Recently, the topic of the German government's "default" subsidy for semiconductor companies investing in local factories has attracted much attention. In particular, the German government’s statement that it will provide TSMC and Intel with huge factory construction subsidies has aroused doubts from some people in the economic circles and media circles

Intel plans to postpone the construction of a German chip factory, hoping to get more government subsidies

The Stellantis plant in lllinois, USA, will stop production and lay off 1,350 workers in February next year

TrendForce: Enterprise SSD revenue fell to US$5.22 billion in Q3, and is expected to fall another 20% in Q4.

AMD said that the price of Xilinx series products will increase by 8%, the price of Spartan 6 series products will increase by 25%, and the price of Versal series products will remain unchanged. Effective January 9, 2023.

TSMC replaced Samsung and won a large order for Tesla's assisted driving (FSD) chips, which will be produced at 4/5 nanometers.

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

ON Semiconductor sold two fabs. The company' s third-quarter revenue reached a record $2.193 billion, exceeding market expectations and a year-on-year increase of 26%; net profit attributable to the company was $311.9 million.

NXP, NIO and Xpeng Motors are promoting in-depth cooperation in the field of electrification.

The USITC voted to launch a patent infringement investigation against Samsung Electronics, Qualcomm and TSMC with respect to certain semiconductordevices and integrated circuits and mobile devices using these components.

Samsung plans to launch DDR6 memory in 2026 and achieve native 10Gbps speed in 2027.

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

Counterpoint: MediaTek accounted for 40% of mobile phone chip shipments in Q2.

Samsung Q2 is the leader in the global semiconductor market. A record 20.3 billion USdollars, accounting for about 12.8% of the world.

The U.S. Department of Commerce has issued a notice to three U.S. companies, Applied Materials, KLA Corp, and Lam Research Corp, prohibiting them from exporting advanced technology below 14 nanometers to China without the permission of the Ministry of Commerce. Wafer processing equipment.

Citi: The semiconductor industry is entering its worst downturn in a decade, and stocks may fall another 25%.

"China Electronics First Street" Shenzhen Huaqiang North will be closed for 4 days.

It is reported that UMC has obtained large orders from automotive chip manufacturers suchas Infineon, NXP, and Texas Instruments.

Qualcomm is going through the "shopping action".Among many major types of chips such as panel chips,communication chips, and analog chips, the price drop isnot small.

Changes in the automotive industry in recent years from the perspective of vehicle types and demand: new energy vehicles and autonomous vehicles have become popular; from the perspective of market conditions, the shortage of chips is a major problem plaguing the market;

The MCU products of major manufacturers such asST, Renesas, and NXP continue to be in short supply,the delivery time continues to be extended, and pricesgenerally show a trend of increasing.

The terminal demand is weak, many IC manufacturers in Taiwan slow down their investment, and passive components are also affected. The demand for passive components for vehicles, industrial control, and medical low-orbit satellites is still stable.

Samsung Electronics: The 3-nanometer GAA process will be used for the first timein a high-performance computer cluster(HPC).

Intel informs customers to increase the prices ofmost microprocessors and peripheral chipproducts by up to 20%.