[Core Information] Two major MCU original manufacturers announced their performance, TSMC’s advanced packaging is rumored to have increased prices

1. NXP’s Q3 revenue was US$3.25 billion, -5% year-on-year

• Revenue: $3.25 billion (YoY - 5%, QoQ + 4%)
• Gross profit margin: 57.4%, a slight increase year-on-year and month-on-month
• Automotive business: US$1.829 billion (YoY - 3%, QoQ + 6%)
• Outlook: Q4 revenue is US$3.0–3.2 billion, down approximately 6%–12% year-on-year.
• Highlights: Automobiles, mobile and communications exceeded expectations;Industrial and IoT weakness

2. Microchip’s quarterly revenue nearly halved year-on-year

• Revenue: $1.164 billion (Year-on-year - 48.4%）
• Gross profit margin: 57.4% (year-on-year - 10.4%)
• Net profit: $78.4 million (YoY - 88.2%)
• Main reason: channels and terminalsDeep destocking
• Outlook: US$1.025–1.095 billion for next fiscal quarter, still at seasonal lows
• Signal: Orders are stabilizing, urgent orders are increasing, and the industry mayClose to bottoming

3. SIA: Q3 global semiconductor sales +10.7% month-on-month

• Q3 global sales:$166 billion(YoY + 23.2%, MoM + 10.7%)
• September alone: US$55.3 billion (+4.1% month-on-month)
• The Chinese market in September was +22.9% year-on-year and +3.6% month-on-month.
• Europe was the only year-on-year decline (-8.2%), with the rest of the regions experiencing overall growth

4. It is rumored that TSMC CoWoS advanced packaging prices will increase by 10%–20% in 2025

• 3nm process is expected to have the highest price increase5%
• CoWoS packaging prices rise due to explosion in AI demand10%~20%
• NVIDIA will exclusively own about 50% of CoWoS production capacity in 2025
• Microsoft, Amazon, Google, AMD demand continues to rise

5. Kioxia K2 factory postponed to the fall of 2025

• Originally planned to be put into production last year, it was postponed due to the cold storage winter.a year and a half
• 8th generation NAND to be mass produced: BiCS8
• Optimistic about AI drivers, flash memory demand is expected to grow by approx.2.7 times