Semiconductor industry morning report , Anxinyi will present it to you. electronic components purchase , choose Anxinyi!
1, TSMC's new 1nm plant may start construction in 2026 at the earliest
TSMC's new 1nm plant has previously been determined to locate in the Zhuke Longtan Park. When Wang Yongzhuang, the person in charge of the park, was interviewed on the 15th, the pilot plan for the third phase expansion of the Zhuke Longtan Park has been reported. If everything goes well, the target is for manufacturers to start factory construction in mid-2026. According to industry analysts, this means that TSMC’s 1-nanometer factory can start groundbreaking as soon as mid-2026, trial production as early as 2027, and mass production as early as 2028.
2. Organization: The PCB industry is expected to rebound in the second quarter of 2023.
According to the latest report of Prismark, a research institute in the PCB field, the PCB market reached US$21.18 billion in the third quarter of 2022, with increasing 3.6% month-on-month and down 1.7% year-on-year. Despite the global economic slowdown, PCB market performance in the third quarter significantly exceeded expectations. Prismark predicts that the PCB industry market will grow by 2.9% in 2022, which is better than the previous forecast of 1.5%. Prismark expects that the PCB industry will rebound in the second quarter of 2023 based on the year-on-year growth of and data.
3, NXP: Demand for automotive and industrial control will remain strong in 2023 MCU is still tight
NXP maintains its consistent tone for the market outlook for 2023, saying that although consumer and mobile application demand are relatively sluggish due to the impact of the general environment, market demand for automotive, industrial control and other markets is still quite strong. Related MCU products are expected to remain tight, and recent capital expenditures will remain at a high point to ensure that customers can obtain sufficient production capacity and support. Ron Martino, executive vice president of global sales at NXP, believes that as edge computing gradually becomes the mainstream of the market, application scenarios such as Internet of Vehicles, smart homes, and industrial Internet of Things will gradually be implemented. (Taiwan Electronic Times)
4, Sony considers building a new image sensor factory in Kumamoto Prefecture
Sony Group is considering building a new smartphone image sensor factory in Kumamoto Prefecture, Japan. Sony plans to break ground as early as 2024, with costs expected to reach billions of dollars, and production as early as fiscal 2025. The plant will bring parts production closer to home amid rising geopolitical risks elsewhere around the world. ( Nikkei News)
5. TrendForce: IC design revenue from Q4 2022 to Q1 2023 is more likely to decrease compared to
market research agency TrendForce The Semiconductor Research Division of the Consulting Group said that looking forward to the fourth quarter of 2022 to the first quarter of 2023, in a high-inflation environment, the rebound in consumption momentum brought by the year-end shopping festival to consumer electronics is limited. In addition, high inventory on the client side still needs time to be cleared. Therefore, it will be a very challenging two quarters for IC design companies, and the possibility of a quarter-on-quarter decrease in revenue is not low.
6, Samsung Electronics DRAM sales fell 34.2% month-on-month in the third quarter
Against the background that the global economic downturn caused the memory chip market to cool down, Samsung Electronics' dynamic random access memory (DRAM) sales fell 34.2% month-on-month in the third quarter of this year. Based on data analysis released by market research agency IDC, South Korea's Youjin Investment Securities said that based on sales, Samsung Electronics' DRAM market share in the third quarter was 41%, down 2.7 percentage points from the previous quarter (43.7%), setting the lowest level in eight years since the third quarter of 2014. (Yonhap News Agency)
Anxinyi E-commerce (Shenzhen) Co., Ltd. was established in 2008. It is the world's leading independent distributor of electronic components. Over the years, it has been committed to providing global procurement and supply chain services for electronic components to global electronics manufacturing customers. The company has always adhered to the core values of "focus, professionalism, tenacity, and humility" and adhered to the mission of "solving component shortages for customers at the fastest speed and lowest cost" to create value for global electronics manufacturing customers! In 2021, Anxinyi ranked among the top 50 global electronic component distributors in terms of revenue, ranking among the top three among domestic independent distributors. The growth rate in 2021 is as high as 400%, and the growth rate ranks first among the 50 listed companies in the world.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-