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One Week News |Meguiars NAND Flash price increased by about 10% in September..........

2023-09-11
922
1. Meguiar's NAND Flash price increased by about 10% in September
According to reports, following Samsung's price increase in August, Micron has also raised the NAND Flash wafer contract price by about 10% since September, which will help improve Micron's profits in the second half of the year. In terms of DRAM, Micron is expected to benefit from three trends as soon as 2023Q4 to 2024Q1, including Intel's new platform Meteor Lake accelerating DDR5 penetration growth, strong demand for AI servers driving HBM shipments, and brand and processor manufacturers promoting LLM on devices to facilitate DDR/LDPDR specification upgrades.


2. After the sale, it is forcibly withdrawn, and NWF, the largest wafer factory in the UK, will lay off 100 people

According to foreign media reports, Newport Wafer Fab (NWF) has decided to lay off 100 employees. The report points out that the UK's largest wafer manufacturer has blamed the layoffs on the UK government's restrictions on sales.


3. Intel Announces to Provide OEM Services for High Tower Semiconductor

According to Reuters, processor giant Intel announced on Tuesday that it will provide related OEM services to Israeli semiconductor foundry Tower Semiconductor. On the other hand, Gaota Semiconductor will also purchase approximately $300 million in fixed assets at Intel's New Mexico factory, allowing the two sides to further develop new ways of cooperation.
The report points out that the agreement also enhances Intel's OEM capabilities, helping it challenge industry leaders such as TSMC. In the second quarter of 2023, Intel's OEM business revenue was $232 million, higher than the same period last year's $57 million. The growth of its OEM revenue comes from the advanced packaging field, where Intel can integrate chip packaging produced by another company to create more powerful chips.

In fact, before reaching this deal, Intel announced last month that it would terminate its acquisition of Gaota Semiconductor due to its inability to obtain the regulatory approval required by the merger agreement in a timely manner. So, this time the agreement between the two companies is the latest cooperation plan. In the agreement, it is stated that Intel will provide a new production line for High Tower Semiconductor, with a monthly production capacity of 600000 exposure layers of 12 inch wafers to meet expected demand.


4. They are all 7 nanometers. What is the difference between TSMC, Samsung, Intel, and SMIC?
TSMC: Based on the information shared by WikiChip, TSMC's N7 process has two cell solutions, corresponding to low power consumption and high performance. Among them, the low-power N7 has 91.2 million transistors per square millimeter (i.e. 91.2 MTr/mm) ²), The high-performance N7 has 65 million transistors per square millimeter (i.e. 65MTr/mm) ²)。
Subsequently, TSMC introduced the N7P process used by Apple A13 and Snapdragon 865, as well as the N7+process using EUV (Extreme Ultraviolet) technology. According to TSMC, thanks to the 4-layer EUV process, the N7+has a 1.2-fold increase in transistor density, a 10% improvement in performance at the same power consumption, and a 15% reduction in power consumption at the same performance. As a result, the HiSilicon Kirin 990 5G version of the chip at that time also benefited.
Samsung: At that time, Samsung was more aggressive in the 7nm process and directly adopted EUV technology. The new process has reduced the mask process by 20%, and also achieved the goal of 40% area reduction, 20% performance increase, and 55% power consumption reduction.
WikiChip data shows that the transistor density of Samsung's 7nm LPP HD high-density cell scheme is 95.08 MTr/mm ², The transistor density of HP's high-performance solution is 77.01 MTr/mm ², Overall, it feels like there are slight advantages over TSMC's N7 process, but not as good as the N7+, which also uses EUVs.
Intel: In 2021, Intel believed that the traditional process node naming method based on nanometers would no longer correspond to the actual gate length of transistors, and thus introduced a new process node naming system.
According to the plan at that time, the process previously known as 7 nanometers was renamed Intel 4, fully utilizing EUV lithography technology, which can use ultra short wavelength light to imprint extremely small patterns. With a performance improvement of approximately 20% per watt and chip area improvements, Intel 4 was put into production in the second half of 2022 and shipped in 2023. These products include Meteor Lakes for clients and Granite Rapids for data centers.
SMIC International: Currently, there is not much data on SMIC International's 7nm technology. Some known news shows that SMIC N+1 7nm technology was first used in MinerVA7 Bitcoin Miner ASIC applications, with a relatively small output. Introducing higher Vt value transistors in typical logic circuits is one of the highlights. Afterwards, in order to reduce process complexity and increase production, SMIC International also introduced some collaborative optimization technologies, which may be used for subsequent process nodes.


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