[Core News] Major flash memory manufacturers reported price increases, and Infineon now leads the MCU market
1. Flash memory manufacturer SanDisk is reported to have increased prices, with all products increasing by more than 10% starting from April 1
Sandisk, the leader in NAND Flash, will increase prices for its entire range of products on the channel and consumer side starting from April 1.Increased by more than 10%.The price increase letter pointed out that the supply and demand pattern of the storage industry is about to shift to a situation where supply exceeds demand, and changes in superimposed tariffs will affect supply and costs.Conduct frequent pricing reviews, it is expected that prices will increase again next quarter.This round of price increases is due to the gradual implementation of the production reduction effects of the world's five major original manufacturers since 2024, and the industry's destocking cycle is coming to an end.
2. Infineon: Now leading the global MCU market
Infineon officially announced that it has topped the global MCU market. According to Omdia data, the market share in 2024 will reach21.3%(17.8% in 2023), a year-on-year increase3.5 percentage points, the largest increase in the industry.This is the first time in its history that it has become the world's largest MCU supplier, having previously won the title in 2023Automotive MCU ranks first in the world.Since 2015, Infineon’s MCU businessAverage annual growth of 13%, significantly outperforming the market’s average annual growth rate of 4%.
3. Infineon announces RISC-V architecture automotive MCU product plan
Infineon reveals it will launchRISC-V based automotive grade MCU series, incorporated into the AURIX brand, complementary to the existing TriCore (AURIX TC series) and Arm (TRAVEO/PSOC series) product portfolios.The new series covers entry-level to high-performance vehicle scenarios, supports real-time computing, high security and software portability, helping software-defined cars reduce complexity and shorten the time to market.
4. National Core Technology: RISC-V R&D and industrialization have made progress
National Core Technology breaks through key technologies in the RISC-V field and develops its ownNeural network extended instruction set, launched CRV4AI/CRV7AI CPU to accelerate AI algorithm processing.Its cloud security chip CCP917T uses a CRV7 multi-core processor with its own RISC-V architecture. It is suitable for AI, cloud computing security, operator core network and other scenarios. It has completed the design or entered the tape-out verification stage.
5. European DARE project launched to develop data center-level RISC-V chips
EuroHPC JU launched the DARE project, focusing on the research and development of data center-level RISC-V chips, with the goal of building a competitive HPC/AI system through the EU's own core chips and standard software stacks.The first phase is divided into three directions: general HPC processors, HPC-AI fusion vector accelerators, and AI inference acceleration chips to promote the autonomy of European computing power.
6. Broadcom’s first fiscal quarter AI chip revenue increased 77% year-on-year
Broadcom's first quarter of fiscal 2025 (ended February 2)Revenue $14.916 billion(+25% YoY),AI chip revenue $4.1 billion(+77% year-on-year), becoming the core of growth.Hyperscale data center customer demand is strong, and AI semiconductor revenue is expected to reach$4.4 billion。
7. Montage Technology: DDR5 penetration rate will continue to increase in 2025
Montage Technology discloses DDR5 memory interface chip shipments in 2024Beyond DDR4 for the first time, the proportion of DDR5 second-generation RCD chip shipments has increased, and third-generation RCD chips will be shipped on a large scale starting from the fourth quarter of 2024.Industry trends show that the overall penetration rate of DDR5 will continue to increase in 2025, and the proportion of second- and third-generation RCD chip shipments will further expand.
Core industry signals
- storage price turning point: SanDisk's price increase marks a reversal in supply and demand, and NAND prices have entered an upward channel, benefiting original manufacturers and domestic substitute manufacturers that have reduced production and destocked inventories.
- Reshaping the MCU landscape: Infineon has reached the top with automotive electronics as its core. The RISC-V layout will reshape the future automotive and embedded computing architecture and drive the acceleration of the domestic RISC-V ecosystem.
- AI computing power driver: The high growth of Broadcom AI chips confirms the demand for computing power in data centers, and DDR5 and RISC-V will become key supports for AI infrastructure.
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