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2. Recent situation of ADI
The scarce materials of ADI are mainly concentrated in industrial control and vehicle gauge materials, and the delivery time of these products is generally over 26 weeks. In October, the majority of the demand is concentrated in industrial automation, robotics, motor control, sensors and other fields. At present, there is sufficient stock of general materials in the ADI market, with some cases experiencing price inversion.
3. Miguang may raise prices again
Due to the continuous expansion of demand forecasts, Meguiar may once again raise product prices. In the case of NAND flash memory, costs may increase by at least 20% to 30%, so customers are buying before cost adjustments to buffer inventory.
4. Ansemy ON Fuchuan Factory to Build the World's Largest Silicon Carbide Production Line
According to reports, Ansemy is building the world's largest silicon carbide production facility in Fuchuan City, Gyeonggi do, South Korea, with the goal of completing equipment installation by 2024, making Fuchuan City a global SiC production center. By 2025, the annual production capacity of SiC semiconductors at the Fuchuan factory is expected to reach 1 million pieces, accounting for 35% to 40% of Ansemy's total production.
5. The delivery time of Renesa is still very long
On the part of Renesa, due to production issues, material shipments have been delayed, especially for orders for the PS2561 series, and some orders for the crystal box tube series have been postponed from October to mid November. Resa adjusts prices almost every quarter, and previously confirmed orders will still be affected by the new pricing when shipped. In addition, the delivery time of Reza's products has not improved, and the delivery time of R5F and R7F series MCU is close to one year.
6. Another acquisition case for power semiconductor! Nissan MinebeaMitsumi to acquire a subsidiary of Hitachi
On November 2nd, Nissan MinebeaMitsumi announced that it would acquire Hitachi Power Semiconductor Device (HPSD), a power semiconductor business unit under Hitachi Manufacturing, to strengthen its power semiconductor business.
HPSD is a 100% subsidiary of Hitachi, and MinebeaMitsumi aims to acquire all equity in HPSD. However, MinebeaMitsumi did not disclose the specific acquisition schedule and size of the acquisition amount. As of the announcement date, MinebeaMitsumi had signed a share purchase agreement with Hitachi.
7. The AI Wave Promotes a Great Leap Forward in HBM Demand
HBM is a type of memory installed on high-end AI chips, belonging to a category of DRAM, mainly supplied by three major suppliers: Samsung, SK hynix, and Micron. With the AI craze driving demand for AI chips, the demand for HBM has also increased in 2023 and 2024, prompting original factories to increase HBM production capacity. Looking ahead to 2024, the supply situation of HBM is expected to improve significantly. In terms of specifications, as AI chips require higher performance, the mainstream of HBM will also shift to HBM3 and HBM3e in 2024. Overall, with an increase in demand and higher average sales prices of HBM3 and HBM3e compared to previous generation products, HBM's revenue is expected to show significant growth in 2024.
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