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Micron releases low-power memory for automotive safety applications

Feb 02 62

Micron Technology Co., Ltd. announced today that it has begun sampling the industry's first automotive low-power DDR5 DRAM (LPDDR5) memory. The memory has undergone hardware evaluation and meets the highest level of automotive safety integrity level (ASIL) standards, namely ASIL D. In addition, Micron has a series of new memory and storage products that comply with …
Reuters: Hyundai Motor increased its chip purchases at the end of last year, and its assembly line is still running

Feb 02 61

Recently, the shortage of chip supply has affected the production of automobile manufacturers such as Volkswagen and General Motors. However, according to three people familiar with the matter, Hyundai Motor has not had similar problems so far. The company basically maintained its chip inventory last year and even accelerated its purchases at the end of the year. …
Order visibility to the end of the second season! CHILISIN's revenue in the first half of the year is expected to grow

Feb 02 68

Inductive component manufacturer CHILISIN held a legal meeting on February 26 and stated that the current inductance utilization rate is fully loaded, and the order visibility is as long as 4 months, and it can be seen until the end of the second quarter. According to MoneyDJ reports, CHILISIN stated that the current demand for large and small integrated molded i…
The stick is about to fall: the US Congress continues to discuss how to suppress the tech giants

Feb 02 66

If apart from suppressing China, the two parties with huge differences on the policies of the two parties can reach a high degree of agreement, then it must include anti-monopoly supervision for technology giants. Follow-up to promote antitrust The Antitrust Subcommittee of the U.S. House of Representatives Judiciary Committee held a three-hour hearing the day…
TSMC will give priority to the expansion of 12-inch production capacity, and the 8-inch foundry gap may expand

Feb 02 65

According to DIGITIMES reports, the industry recently revealed that TSMC has prioritized the expansion of 12-inch wafer fabs instead of 8-inch fabs. This means that the shortage of 8 inches may be further aggravated. As Apple slows down iPhone chip orders, the market has reported that TSMC's 5nm production capacity will give priority to Bitmain. In addition, Medi…
SEMI: This year's global original equipment manufacturer sales will reach 67 billion US dollars

Feb 02 64

Today (3) the International Semiconductor Industry Association (SEMI) raised the global original equipment manufacturer (OEM) sales to US$67 billion this year, an annual increase of 15%, and will reach US$70 billion next year. It is reported that SEMI has raised the sales of global OEM equipment manufacturers several times since last year. Taiwan Media Economi…
The chip supply shortage problem has not been solved! GM cuts production capacity again

Feb 02 65

Affected by the shortage of global automotive chip supply, General Motors extended the production cut schedule of three plants in North America on Wednesday, local time, and included the fourth plant in the ranks of production cuts. Reuters reported that the expansion of production cuts did not change GM's forecast last month that "this year's profits may be redu…
The U.S. Senate considers allocating $30 billion to promote the development of U.S. chip manufacturing

Feb 02 64

U.S. Congressional sources said on Thursday that the U.S. Senate is considering including $30 billion in a new bill for previously approved measures to strengthen the U.S. chip manufacturing industry. Reuters reported that people familiar with the matter disclosed that lawmakers plan to vote on the plan in April, and the plan will also include other areas that bo…
SMIC has launched NOR FLASH supply again? How will the short-term and medium-term markets affect the pattern?

Feb 02 66

The United States’ sanctions on SMIC’s SMIC are expected to be loosened. Previously benefited from the Sino-US trade war, SMIC’s production capacity was limited, and Macronix and Winbond, which have the concept of transfer orders, would benefit from the overall NOR FLASH. The supply is expected to open again, and the overall market supply and demand situation …
Korean media: AMD may transfer GPU and APU production to Samsung

Feb 02 63

When global chip supply is in desperate situation, many companies have turned their attention to Samsung Electronics’ foundry business as TSMC’s production capacity cannot meet market demand. AMD is said to be in the same situation. According to SamMobile, AMD is seeking to outsource its GPU and APU production to Samsung Electronics. At present, TSMC is respo…
Indian government Wistron talks, trying to restart iPhone foundry as soon as possible

Feb 02 63

A few days ago, the government of Karnataka in India has held talks with senior officials of Wistron and six human resources labor companies to try to get Apple to resume production at its factory near Koral. In December last year, it was reported that a violent incident occurred during the night shift at a Wistron manufacturing plant in Narasapura, India, which …
The increase is as high as 15%, and the Taiwan-based MCU factory has started a full-line general increase!

Feb 02 66

Recently, the global semiconductor industry has seen demand for automotive chips in short supply. Automakers including Toyota, Volkswagen, Daimler, Nissan, Honda, Ford, and Fiat Chrysler have all warned that chip shortages are affecting their car production. In order to alleviate the pressure on automotive chips, chip foundries including TSMC and GF have indicate…
Samsung spent US$17 billion to build a new plant in Texas, USA, and is expected to start construction in the second quarter

Feb 02 67

Recently, official documents from the State of Texas show that Samsung Electronics is considering Austin as the location of the company’s new wafer factory at a cost of $17 billion. Samsung said the new factory will create 1,800 jobs. According to a Reuters report on February 5, this official document revealed that Samsung plans to build 7 million square feet (…
Foundry capacity of wafers continues to be tight, foreign media say TSMC/Samsung are facing potential risks

Feb 02 62

At present, the shortage of chip production capacity is difficult to change in the short term, especially as the price of automotive chips continues to rise, the procurement cycle has become longer, and various uncertainties have increased. According to the current ranking of major fabs, semiconductors will be in a very tight situation in the first half of 2021. …
The panel industry welcomes spring! Upstream material capacity gaps and price increase challenges

Feb 02 66

According to Juheng.com, the global panel industry is ushering in the spring. Panel makers including BOE, LGD, AUO and Innolux have all achieved profit growth last year. However, as market demand remains stable and high, the production capacity of upstream materials such as polarizers and glass substrates continues to be tight, which has become a topic for future op…