According to Nikkei Asia, people familiar with the matter said that Yangtze Memory plans to open a second factory in Wuhan as early as the end of this year. This move may further narrow the production capacity gap with industry leaders such as Samsung and Micron.

Today’s Hot Topics

1. It is rumored that Yangtze Memory will build a new chip factory, and the production capacity may double

2. Nanya: DRAM market conditions are worse than expected

3. NXP is said to close its APS R&D department in China

4. Shiba stock price soared, rumors The fund company plans to acquire

5 at a premium of nearly 30%. Yangtze Memory launches PCIe 4.0 solid-state drive PC300, which can flexibly meet the application needs of all scenarios. Nanya starts construction of a new EUV wafer factory and uses independent 10nm technology to produce DRAM

01

It is reported that Yangtze River Storage will build a new Chip factory, production capacity may double

According to Nikkei Asia news, people familiar with the matter said that Yangtze Memory plans to open a second factory in Wuhan as early as the end of this year. This move may further narrow its relationship with Samsung , Micron and other industry-leading companies’ production capacity gaps.

Two people familiar with the matter said that the Yangtze Memory Factory is close to full capacity and will produce 100,000 wafers per month by the end of 2021. Industry estimates indicate that Yangtze Memory accounted for nearly 5% of the global market share last year, becoming the world's sixth-largest NAND flash memory manufacturer after Samsung, SK Hynix, Kioxia, Western Digital and Micron.

It is said that about 40% of Yangtze Memory’s output is 128-layer 3D NAND flash memory, and the other shipped products are 64-layer products. If Yangtze Memory develops smoothly in 2023 and 2024, the new factory will first mainly produce 128-layer products, and then shift to more cutting-edge chips, such as 196-layer or 232-layer 3D NAND flash memory.

People familiar with the matter also said that Apple has been testing Yangtze Memory’s flash memory products since last year, and the first “limited” order may be placed as early as this year. An agreement with Apple will be a milestone and a strong endorsement of the quality of Yangtze Memory chips. It is reported that Yangtze Storage has increased its investment budget for from US$24 billion in 2016 to US$32.8 billion this year.

The final production capacity of the factory may be twice that of the first-phase factory, and the total output may reach 300,000 wafers per month, which may help Yangtze Memory expand its global market share to more than 10%.

According to Counterpoint Research data, Yangtze Storage's share of the global flash memory market has risen rapidly from 1.3% in 2019. Yangtze Storage's market share in 2021 is approximately 4.8%, and is expected to reach nearly 6% by 2023.

02

Nanya: DRAM market conditions are worse than expected

Li Peiying, general manager of Nanya, a major DRAM manufacturer, recently said that "there are still a lot of black swans and in the near future." As a result, the DRAM market situation in the third quarter was worse than expected, and prices in the second half of the year may not be able to escape quarter by quarter. Correction, recovery will have to wait until next year at the earliest. Nanya is the first major DRAM manufacturer in the world to confirm that the market will be sluggish in the second half of the year.

DRAM is an essential component for electronic products. With the poor market conditions of mobile phones and PCs, foreign investors and research institutions are increasingly optimistic about the DRAM market in the second half of the year. It is expected that the price will be unstoppable and the traditional peak season may be reimbursed. However, major international manufacturers include Samsung. , SK Hynix, Micron, etc. have not expressed their positions.

Li Peiying released yesterday that "the market conditions in the third quarter are worse than expected, prices will continue to correct, and recovery may not wait until next year." This means that Nanya has confirmed the previous views of foreign investors and research institutions, and also made Nanya the first company in the world to confirm the market conditions in the second half of the year. The sluggish DRAM manufacturer.

Li Peiying pointed out that inflation affects all industries. In terms of various applications, the current customer inventory adjustment continues. The most severely affected are PCs, mobile phones and consumer products. As inflation spreads, it seems that demand is currently The most powerful cloud server applications will also be affected sooner or later, and it is not ruled out that they may face adjustments. Overall, the challenges in the second half of the year will be slightly higher than those in the first half. DRAM prices will continue to correct in the third quarter and may continue in the fourth quarter.

03

It is said that NXP has closed the APS R&D department in China

According to industry sources, NXP has closed the APS (Advanced Power System) R&D department in China.

Rumor has it that this change will only affect R&D personnel working in mainland China. R&D personnel in other areas of the production line will remain in the original department. The R&D tasks originally undertaken in mainland China will also be transferred to Taiwan and China. foreign.

The rumor also mentioned that in this personnel change at NXP, the placement plan for R&D personnel is two-way matching with other departments within the company, and two-way selection of successfully matched employees for internal transfer. Otherwise, there is no layoff compensation plan. According to

information, NXP APS R&D department focuses on the research and development of consumer electronics Power Delivery products in China. It has analog circuit design engineers, analog layout engineers, digital circuit design engineers, and digital circuit verification engineers. Although China's semiconductor labor market is relatively active, the team's personnel have been stable over the past year, its R&D performance has been impressive, and its R&D capabilities have been well recognized by the American team.

04

Toshiba’s stock price has soared, and it is rumored that the fund company plans to acquire Toshiba at a premium of nearly 30%.

According to Reuters report, it is rumored that at least one fund company plans to acquire Toshiba for up to 7,000 yen per share, a premium of more than 5,501 yen from Wednesday’s closing price. 27%. Toshiba's share price soared 6.5% on the morning of Thursday (23rd).

Reuters reported that Toshiba had previously solicited suggestions for the company's business reconstruction. By the end of May this year, a total of 10 proposals had been received. Eight of them are related to privatization.

Yoshiharu Izumi, a senior analyst at SBI Securities, said the price of 7,000 yen per share exceeded expectations.

Toshiba is about to convene a shareholders' meeting on June 28, which includes the inclusion of two senior executives of activist investors on the candidate list for directors. However, Toshiba's outside director Mariko Watuhiki (former Nagoya High Court Commissioner and now a lawyer) has expressed opposition. Izumi Yoshiharu believes that Toshiba may accelerate privatization if Mariko Watuhiki's opinion is not approved by the majority.

05

Yangtze Memory launched the PCIe 4.0 solid-state drive PC300, which flexibly meets the application needs of all scenarios

html On June 23, Yangtze Memory launched a new generation of commercial solid-state drives-PC300 series products. This product is a PCIe 4.0 NVMe M.2 solid-state drive developed by Yangtze Memory for the new generation of all-scenario application needs. It can be flexibly adapted to notebooks, ultra-thin notebooks, 2-in-1 computers, desktop computers , IoT/embedded devices and servers. and other terminals to meet the storage application needs of all scenarios. Data from

Forward Insights shows that the consumer-grade PCIe 4.0 solid-state drive market is in a stage of explosive growth, with a compound annual growth rate of shipments as high as 86%; its market share is expected to grow to 94% by 2024. The

PC300 series solid-state drive products use Yangtze Memory's third-generation three-dimensional flash memory chip , which supports PCIe 4.0, NVMe 1.4 and other interface protocols. Its sequential read speed can reach up to 3,900 MB/s, and its maximum operating power consumption is less than 5W. It adopts wireless Cache design, support HMB. At the same time, PC300 offers three capacities of 256GB, 512GB, and 1TB and two sizes of M.2 22 x 42mm and 22 x 80mm, which can flexibly meet the needs of commercial office and entertainment.

06

Nanya started construction of a new EUV wafer factory, using its own 10nm technology to produce DRAM

html On June 23, Nanya held a ground-breaking ceremony for its new factory in Nanlin Science and Technology Park, Taishan, New Taipei City, Taiwan. Nanya plans to invest 300 billion yuan ( new Taiwan dollars, the same as below) to build a new double-story clean room factory. The new factory base of

will build an independent workshop for EUV equipment to meet the demand for the introduction of advanced processes in the future. Nanya's independently developed 10nm-level (1A, 1B, 1C, 1D) process technology is used to produce DRAM chips, and "AI smart manufacturing" technology will be used to improve process efficiency.The new plant is planned to be expanded in three phases. After completion, the monthly production capacity will reach 45,000 wafers. It is expected to begin installation and mass production in 2025. By then, Nanya's overall die bit output will increase by as much as 120%. It is estimated to create an output value of more than 70 billion yuan.

Chairman of Nanya Wu Jiazhao said that in order to master the key technologies of DRAM, Nanya has tripled its R&D funding in the past five years, expanded its R&D manpower to 1,000 people, and accumulated more than 5,000 patents worldwide. The first-generation 10-nanometer 1A technology and products are expected to be mass-produced in the second half of this year. The second-generation 1B technology and products have entered trial production, and the research and development of the third-generation 1C technology and EUV technology applied to 1D have been launched.

Nanya General Manager Li Peiying said that in terms of research and development, Nanya is actively developing low-carbon products including next-generation memory DDR5 and LPDDR5, which can save customers 16% to 35% in power consumption.