article reprinted from "Core Speed"
manufacturing
1. It is reported that Sony will jointly build a US$7 billion semiconductor factory in Japan with TSMC
According to multiple unnamed people familiar with the matter, TSMC and Sony plan to invest in Kumamoto Prefecture in western Japan. Build a semiconductor factory worth 800 billion yen (approximately US$7.14 billion).
Sources revealed that the factory will be located on land owned by Sony and adjacent to Sony’s image sensor factory. Sony may take a minority stake in a new company that will manage the plant, which is scheduled to be operational in 2023 or 2024 and will produce semiconductor chips needed for camera image sensors, cars and other products.
2. TSMC’s September revenue hit a record high, reaching NT$152.69 billion.
chip speed news, yesterday, TSMC announced that the company’s sales performance in September this year and the third quarter of 2021 hit record highs. Revenue in September reached 152.685 billion yuan, a monthly increase of 11.1% and an annual increase of 19.7%, surpassing the historical high of 148.471 billion yuan in June. Revenue in the third quarter rose to 414.67 billion yuan, a quarterly increase of 11.42%, setting a new record for a single quarter. Revenue reached a new high, with cumulative revenue in the first three quarters reaching approximately NT$1.15 trillion, a 17.5% increase from the same period in 2020. The overall performance was in line with expectations.
TSMC said that in addition to planning to expand 5nm production capacity, it is also preparing to comprehensively expand 7nm and 28nm process production capacity. This move will prompt TSMC to once again raise its capital expenditure expectations for this year.
IDM
3. Renesas factory lithography equipment shut down due to earthquake
chip fast news, on the evening of the 7th local time, an earthquake with a magnitude of over 5 occurred in the northwest of Chiba Prefecture, Japan. Some equipment at Rensas Naka Factory, a major automotive chip manufacturer, was affected by the earthquake. . According to reports, the Renesas headquarters (Tokyo), Musashi Works (Tokyo), Naka Factory (Ibaraki Prefecture) and Takasaki Factory (Gunma Prefecture) are all located near the source of the earthquake. The factory buildings and production equipment were not damaged by the earthquake, but Some photolithography equipment in the Naka factory has been suspended due to the impact of the earthquake. Quality inspections are currently being carried out and it is expected to resume work within 8 days.
4. Nanya's niche DRAM prices have turned lower and foreign investors are bargaining
Before Nanya (2408), a major DRAM maker, will announce its third quarter financial results this Friday afternoon, American foreign investors who were previously bearish issued a report pointing out that niche DRAM manufacturers DRAM prices have weakened in September. Nanya is expected to suffer a price reversal and decline in the fourth quarter, and its revenue will decline by 10%. The target price has been revised down from 75 yuan to 68 yuan.
American foreign investors have previously been bearish on the memory market outlook. The latest report points out that the price of niche DRAM has fallen in September. Compared with the spot price of niche DRAM at the end of the second quarter, it is 25% higher than the contract price. It has recently been discounted by 12 %; the contract price is expected to decline at an accelerated pace.
5. Intel CEO: We will not consider building a chip factory in the UK due to Brexit
According to news on October 9, Pat Gelsinger, CEO of US chip manufacturer Intel, said that due to Brexit, the company Building a chip factory in the UK is no longer considered.
Gelsinger said: "Before the UK leaves the EU, we will consider building factories in this country. But after Brexit, we are paying attention to other EU countries and hope to get support from the EU." Investment Control's revenue in September reached NT$53.735 billion, a record high
Yesterday, Taiwanese packaging and testing manufacturer ASE Investment Holdings released its financial report showing that the company's revenue in September was NT$53.735 billion (the same below), a record high. A new monthly high, with a monthly increase of 6.5% and an annual increase of 22.3%. According to Taiwanese media Economic Daily, ASE Investment Holdings’ packaging, testing and materials revenue in September was 30.328 billion yuan, a monthly decrease of 0.7% and an annual increase of 32.7%. The company's consolidated revenue in the first nine months was 3970.61, an annual increase of 21.02%.
7. Liyang Chip’s net profit in the first three quarters is expected to increase by 152% to 168%
Liyang Chip released a performance forecast for the first three quarters of 2021 on the evening of October 8. During the reporting period, the company is expected to achieve operating income of 268 million yuan to 281 million yuan. , a year-on-year increase of 52% to 60%; the net profit attributable to shareholders of listed companies is expected to be 77 million to 82 million yuan, a year-on-year increase of 152% to 168%.
In the third quarter, the company is expected to achieve operating income of 108.49 million yuan to 121.49 million yuan, a year-on-year increase of 111% to 136%, a record high in a single quarter since the company was founded; it is expected to achieve a net profit attributable to shareholders of the listed company of 37.37 million yuan to 37.37 million yuan. 42.37 million yuan, a year-on-year increase of 927% to 1064%.
Industry trends
8. Japanese semiconductor material manufacturers have successively started to increase production
core speed news. Japanese semiconductor material manufacturers will successively start to increase production capacity. Silicon wafer manufacturer SUMCO announced on September 30 that it will invest 228.7 billion yen to increase the production of the most advanced 300 mm diameter wafers. In addition to building the new factory, the subsidiary's production equipment will be enhanced. Japan's semiconductor and home appliance companies have lost their former momentum, but the raw material industry remains competitive. Against the background of the intensifying global semiconductor shortage, Japanese semiconductor material manufacturers hope to further improve their competitiveness through active equipment investment.
