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2. Intel OEM Service Launches New 16 Nanometer Process Technology
According to reports, Intel OEM Services has launched a wide range of tools to meet the needs of its new 16 nanometer process technology customers in mobile, RF, IoT, consumer, storage, military, aerospace, and government applications. This new technology complements Intel's 22 nanometer FFL technology, which is a low-cost FinFET based node. Intel 16 nanoscale technology is expected to provide higher transistor density, higher performance, lower power consumption, fewer masks, and simpler backend design rules.
3. Infineon's IGBT Demand Rising
At present, Infineon's IGBT demand is gradually increasing, especially for the IKZ and IKW series products used in the automotive and photovoltaic fields, with delivery times maintained between 39 and 50 weeks. In addition, the supply issues of Infineon's BSS, SAK, and SAL series MCUs are gradually improving, especially the fastest developing MCU with TC prefix. The prices are also decreasing, but there are still delays in the shipment of SAK and SAL series MCUs. Infineon's scarce materials are mainly concentrated in high-voltage MOSFETs and TLE, IPD, and AUIR automotive components. Some of the IPW, IPB, and IPP part numbers in high-voltage MOSFETs are particularly in short supply, and the delivery time has been extended to 50 weeks, and prices are also rising.
4. NVIDIA is expected to capture 90% of the AI chip market share
It is predicted that NVIDIA is expected to occupy at least 90% of the market share of artificial intelligence chips, while AMD ranks second. This is because NVIDIA chips have faster speed, better compatibility, and a complete ecosystem, so it is expected that NVIDIA will significantly lead AMD in the AI chip market. In addition, third-party agency MosaicML evaluated the computing power of the NVIDIA A100 and AMDMI250 acceleration chips and found that the MI250 performance can reach 80% of the A100.
5. Continuous shortage of ST vehicle MCU
In terms of ST, the SPC5 series 32-bit automotive MCU is facing continuous shortages and allocation is also restricted. The limited channel inventory of this series, coupled with significant differences in pricing and availability of the automotive MCU series, is expected to extend the delivery cycle to 42 to 50 weeks.
6. Microchip reassesses the PSP plan
According to feedback from Microchip distributors, in order to address the supply shortage issue, Microchip is reassessing its PSP plan. As a result, Microchip's popular series lead times have been extended to 52 weeks, leading to customers attempting to find alternative solutions to complete the production of Microchip. The supply shortage has already affected EEPROM products, especially the AT27C1024 series. At present, Microchip's lead time is up to 43 weeks, and the most scarce components have exceeded 100 weeks. In addition, some MPNs in the MCP series have also experienced supply shortages. Customers have reported that they have not received orders from authorized distributors.
7. Rohm announces the construction of an 8-inch silicon carbide wafer factory
This week, Rohm announced that it has reached a basic agreement with SolarFrontier, a solar cell production subsidiary of Chuguang Xingsan, and plans to acquire assets from its solar panel manufacturing plant in October this year to build it into a new production base for silicon carbide power semiconductors. According to the plan, the new SiC power semiconductor factory aims to start production by the end of 2024 and become Rohm's third production base for SiC power semiconductors, following Miyazaki City and Fukuoka Prefecture's Takeuchi City. Rohm's two existing production sites use a 6-inch SiC wafer production line, while the new factory will introduce an 8-inch SiC wafer production line to improve production efficiency.
8. Samsung Wins Data Center AI Chip Order for the First Time
Samsung has successfully obtained a data center AI chip customer in its advanced 4-nanometer manufacturing process. The chip will start mass production using Samsung's 4-nanometer manufacturing process in the second half of next year through the design of Samsung Electronics' subsidiary. This is the first time Samsung has received an order from this chip customer.
9. ROHM acquires SolarFrontier's former Guofu factory to expand SIC production capacity
On the 13th, renowned semiconductor manufacturer ROHM announced that it has reached a basic agreement with SolarFrontier to acquire the assets of the former Guofu factory.