According to relevant reports, SK Hynix has raised the price of its DDR5 DRAM chips by 15%-20%. Supply chain sources revealed that the core reason for the price increase isHBM3/3E capacity squeeze, general-purpose DRAM capacity is compressed.As early as June this year, industry news predicted that there is room for 10%-20% increase in DDR5 prices in 2024. In addition, major manufacturers have locked in DDR5 production capacity for the whole year. Coupled with the arrival of the traditional consumption peak season in the second half of the year, the price downward space is basically closed, and the price increase trend is clear.

The IDC report shows that in the revenue list of semiconductor IDM companies in the first quarter of 2024, the three major memory original manufacturers performed outstandingly: Samsung Electronics, SK Hynix, and Micron ranked first, third, and fourth respectively, and Intel ranked second.Thanks to the surge in demand for HBM memory in AI data centers, HBM's high-price attributes and capacity crowding effect have driven up the average price of DRAM, driving the first quarter revenue of the three major memory manufacturers.Over 50% year-on-year growth, the overall revenue of the memory market has increased significantly.

The latest data from Canalys shows that global AI-enabled PC shipments reached 8.8 million units in the second quarter of 2024, accounting for 14% of all PC shipments during the same period.This type of AI PC needs to be equipped with a dedicated NPU chipset or module, covering desktops and laptops.As the AI PC roadmap of mainstream processor suppliers steadily advances, device availability and user adoption will continue to increase. It is expected that global AI PC shipments will be approximately 44 million units in 2024 and will exceed 103 million units in 2025.

Fii Industrial released its semi-annual report. In the first half of the year, it achieved revenue of 266.09 billion yuan and net profit attributable to the parent company of 8.74 billion yuan, a year-on-year increase of 28.69% and 22.04% respectively; of which revenue in the second quarter was 147.403 billion yuan, a year-on-year increase of 46%.Benefiting from the explosion in demand for cloud infrastructure driven by generative AI, the company's cloud computing revenue increased by 60% year-on-year in the first half of the year.AI servers account for 43% of overall server revenue, revenue increased by more than 230% year-on-year, the production capacity of the new generation of AI servers is sufficient, and the visibility of downstream orders is high.

The Gaogong Intelligent Automotive Research Institute released a list of the top 10 passenger car cockpit chip deliveries in the Chinese market in the first half of 2024. NXP ranked first with 4,554,494 units delivered and a market share of 28.73%. Qualcomm and Renesas ranked second and third respectively.Local brands performed well. Huawei HiSilicon successfully ranked among the top ten, with a delivery volume of 225,898 units and a market share of 1.42%. Xinchi Technology ranked first among local brands with a delivery volume of 342,858 units, and its X9 series cockpit chips have shipped more than 4 million pieces.At present, the installation rate of smart cockpits in domestic passenger cars continues to rise, and the market demand for cockpit chips is growing steadily.