[Core Information] Microchip encountered a cyber attack, and memory prices at two Korean factories increased.
1. Microchip suffered a cyber attack and order fulfillment was affected
Microchip has recently detected suspicious activities in its information system and confirmed that some servers and business operations have been compromised. It has urgently isolated and shut down the affected systems, and has launched an investigation with external network security consultants.The company's current operating level is lower than normal, and its order fulfillment capabilities have been affected. The specific impact of this attack on finance and performance has not yet been clarified.It is reported that cyber attacks occur frequently in the chip industry. Global Crystal, AMD, and Nvidia have all suffered similar incidents before.
2. Samsung and SK Hynix raised DDR5 prices by 15%+ in the third quarter
Supply chain news shows that due to the strong demand for AI servers and the effect of capacity crowding, Samsung and SK Hynix have informed customers that DDR5 memory prices will rise by more than 15% in a single quarter in the third quarter.TrendForce predicts that DRAM industry revenue will surge by 75% in 2024, and the average price of DRAM will increase by 53%. It will still maintain an upward trend of 35% in 2025, and the memory industry's prosperity continues to rise.
3. SEMI: Global IC sales increased by 27% year-on-year in the second quarter
A joint report by SEMI and TechInsights shows that global integrated circuit sales increased by 27% year-on-year in the second quarter of 2024, with AI demand as the core driver; the growth is expected to expand to 29% in the third quarter, setting a record high.In the first half of the year, IC inventory fell by 2.6% year-on-year, and semiconductor capital expenditures fell by 9.8% year-on-year. It is expected to turn positive from the third quarter, and memory-related capital expenditures have increased by 16% month-on-month.China has the fastest growing installed capacity and leads the global market.
4. Driven by AI, wafer foundry output value increased by 23% year-on-year in the second quarter
Counterpoint data shows that in the second quarter of 2024, the global wafer foundry industry revenue increased by 9% month-on-month and 23% year-on-year, with AI demand becoming the core driver of quarter-on-quarter growth.Although the demand for non-AI semiconductors in industrial and automotive applications has recovered slowly, orders for the Internet of Things and consumer electronics have surged.China's wafer foundry recovery speed leads the world, with SMIC and Hua Hong achieving strong performance; TSMC, Samsung and UMC all achieved revenue growth, benefiting from AI accelerators, mobile phone inventory replenishment and exchange rate advantages respectively.
5. Dalian University’s revenue and profit contrast in the second quarter, and revenue is expected to reach its peak in the third quarter
Dalianda's Q2 revenue increased by 14.33% month-on-month and 32.72% year-on-year, but after-tax net income fell 15.17% month-on-month and 29.59% year-on-year, showing a contrast between revenue and profit.The company expects that Q3 will usher in the peak of full-year revenue, with quarterly growth of approximately 5.5%, and EPS better than Q2. Benefiting from the recovery in demand for servers, laptops, and mobile phones, coupled with the start-up of overseas customers, demand will generally rise in the second half of the year. However, Q3 purchases will be relatively conservative due to early purchase of memory customers.
6. TSMC’s German factory starts construction, rising costs may trigger price increases
TSMC's first 12-inch factory in Europe held a groundbreaking ceremony in Dresden, Germany. Chairman Wei Zhejia revealed that the factory will increase costs due to environmental protection needs and will further communicate with customers on relevant matters.Industry insiders interpret that this move may mean that TSMC will adjust its overseas factory OEM quotations. TSMC has not yet responded to relevant rumors.
7. Samsung plans to reduce the purchase of High-NA EUV lithography machines
After Samsung's new head of equipment solutions department took office, he re-examined investment projects and planned to reduce the purchase of High-NA EUV lithography machines.Originally planning to purchase three EXE:5000 series lithography machines within 10 years, ASML has been notified that it will reduce the purchase quantity and only purchase the EXE:5200 model in the future. At the same time, Samsung and ASML's joint research center project also faces many obstacles.
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