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2. AI Large Model Explosion
GPU is facing a supply shortage due to rapid growth in AI models and industry applications, driving demand for computing power. GPU has already experienced a supply shortage, with prices of multiple GPUs increasing by nearly 50% from March and April to the present. Orders are scheduled to be placed in the first half of next year. Based on this, the rental market is rising, and the demand and market order volume are rising. There is a large space for future growth. However, many companies in the Secondary market are suspicious of being too enthusiastic.
3. ESIA: Expected global semiconductor market by 2024
According to ESIA forecasts, the global semiconductor market is expected to shrink by 10.3% to $515 billion in 2023, with a growth rate of 11.8% restored in 2024. ESIA pointed out that although discrete devices and optoelectronics will grow by 5.6% and 4.6% year-on-year in 2023, due to rising inflation and weak end market demand, other categories are expected to decrease, with memory semiconductors expected to decline by 35% year-on-year. The forecast shows that the Japanese and European markets will grow by approximately 1.2% and 6.3% respectively in 2023, but other regions will face declines, with the Americas declining by 9.1% and the Asia Pacific declining by 15.1%. ESIA predicts that the global semiconductor market will resume growth in 2024, reaching a scale of $576 billion. Among them, storage chips will recover to $120 billion, an increase of over 40%.
4. Nvidia cooperates with SK Hynix to develop the next generation DRAM
On June 16, 2023, according to insiders, SK Hynix received a request from Nvidia to provide HBM3E samples and is preparing for shipment. HBM3E is currently the next generation of the highest specification DRAM HBM3 and is considered the 5th generation semiconductor product. SK Hynix is currently developing this product, with the goal of mass production in the first half of next year.
5. Meguiar will acquire Powertech Technology's Xi'an factory
Powertech Technology Inc., one of the world's largest memory packaging and testing service providers, announced on June 16 that it had learned from Micron Technology that the latter decided to acquire the assets of powertech in Xi'an, China.
6. TI will expand its manufacturing business in Malaysia
On June 14, 2023, Texas Instruments announced that it planned to expand its internal manufacturing base in Malaysia and establish two new assembly and testing plants in Kuala Lumpur and Malacca. In summary, these new investments will support TI's plan to internalize 90% of the assembly and testing business by 2030 to better control supply. After full production, TI's new factory in Malaysia will adopt advanced factory automation technology, assembling and testing hundreds of millions of analog and embedded processing chips every day, which will be used in various electronic products from renewable energy to electric vehicles.
7. AMD Releases New MI300X AI Chip
On June 15, 2023, according to foreign media reports, AMD recently announced its upcoming AI chip MI300X, which can accelerate the processing speed of generative AI used by Chatbot. It is reported that this chip can support 192GB of memory, while Nvidia's H100 chip only supports 120GB of memory. Foreign media said that Nvidia's dominant position in Relevant market may be challenged. Lisa Su, chief executive officer of AMD, said that with the increasing scale of the model, more GPUs are needed to run the latest big language model, and with the increase of AMD chip memory, developers will no longer need so many GPUs. In addition to the MI300X chip, AMD has also released the MI300A chip. It is reported that the MI300A chip has been shipped in small quantities and will be used in the "El Capitan" supercomputer in the United States.
8. Intel Announces Core Brand Update
According to Intel's official WeChat account in China, Intel recently announced an update to the Core brand, splitting it into a new flagship Intel ® CoRE ™ Ultra (the name officially used by the brand in China will be shared later), as well as Intel for mainstream products ® CoRE ™ Processor brand. The upcoming Meteor Lake processor is a revolutionary generation product, and from this product onwards, the brand will adopt a new naming convention.
9. Intel Launches Tunnel Falls Quantum Chip
On June 16, 2023, Intel announced the release of Tunnel Falls, a 12 qubit silicon chip manufactured on a 300mm wafer at Intel's D1 manufacturing facility in Oregon, USA. Tunnel Falls is Intel's first publicly announced chip based on silicon spin qubits. This device utilizes its state-of-the-art CMOS manufacturing capabilities, including the use of extreme ultraviolet (EUV) lithography technology. Intel also reported a 95% output rate for the entire chip, as well as voltage uniformity similar to CMOS logic processes. Each chip provides over 24000 quantum dot devices. With the release of Tunnel Falls, Intel will be committed to improving chip performance and integrating it into its complete quantum stack through the Intel Quantum Software Development Kit (SDK). According to Intel, it is already developing the next generation quantum chip based on Tunnel Falls; Expected to be launched in 2024. In the future, Intel plans to collaborate with other research institutions around the world to build a quantum ecosystem.