[Core News] AI PC processors add competitors, Samsung’s new memory production line is finalized
1. MediaTek AI PC chip is said to be finalized soon and will be officially launched next year
According to relevant reports, the Arm architecture AI PC chip jointly developed by MediaTek and NVIDIA is expected to complete the design finalization in the third quarter of this year and enter the verification stage in the fourth quarter.Officially unveiled in the first half of next year, will directly compete with Qualcomm and Intel in the market.
Industry insiders said that MediaTek's core advantages of high performance and low power consumption will continue to the AI PC processor, and the product pricing will be lower, which will have significant competitiveness in the price-sensitive market; at the same time, the cooperation between the two parties will achieve complementary advantages, especially in the field of GPU and AI computing power. The collaboration will further enhance the overall competitiveness of the chip and enrich the choices of the AI PC processor camp.
2. Samsung confirms investment in 1cnm memory production line at Pyeongtaek P4 factory, which will be put into production in June next year
According to Korean media, Samsung Electronics has officially confirmed internally that it will invest in the construction of a 1cnm DRAM memory production line at the Pyeongtaek P4 factory, targetingIt will be put into operation next June..The Pyeongtaek P4 factory is planned to be divided into four phases. The first phase was originally scheduled to produce NAND flash memory, the second phase was for logic foundry, and the third and fourth phases were for DRAM memory. Currently, Samsung has introduced DRAM production equipment in the first phase, and the construction of the second phase has been put on hold.
It is reported that 1c nm DRAM belongs to the sixth generation 20-10nm memory process. Currently, no related products in the industry have been officially released. Samsung plans toMass production of 1c nm memory will start at the end of this year, taking the lead in seizing the high ground of advanced memory technology and easing the memory demand pressure driven by AI servers.
3. Institutional forecast: the automotive MCU market size will reach US$10.9 billion in 2024
Statistics and forecasts from Sigmaintell show that the global automotive MCU market will be approximately US$10.9 billion in 2024, a year-on-year growth of 8.3%.Although global automotive MCU prices are expected to fall by 5%-8% year-on-year this year, and the price reduction trend will continue until mid-2025, the industry has sufficient long-term growth momentum.
The current terminal market growth is slowing down, and the growth rate of MCU scale has dropped significantly compared with the period of rapid growth of electric vehicles in 2021-2022. However, driven by the trend of automobile intelligence, electrification, and connectivity, the proportion of high-performance automotive MCUs will continue to increase, continuing to support the growth of the revenue scale of the entire automotive MCU market.
4. Kioxia’s Q1 revenue reached a new high, and the average product price increased by 15% year-on-year
Kioxia announced its financial report for the first fiscal quarter of fiscal year 2024 (as of June 30) on the 8th, with single-quarter revenue of 428.5 billion yen, a year-on-year increase of 70.65%, and a month-on-month increase of 33.03%; net profit was 69.8 billion yen, turning a year-on-year loss into a profit, and a month-on-month surge of 577.67%.Thanks to the recovery in flash memory demand and favorable exchange rates, Kioxia's revenue hit a record high in the quarter, and its average product price (ASP) in U.S. dollars increased by approximately 15% year-on-year.
Kioxia said that the current recovery pace of PC demand is slow, but the demand for smartphones is gradually picking up; in addition to the demand for high-density and high-capacity SSDs required by AI servers will continue to grow in the future, the demand for general-purpose server SSDs is also expected to further increase.
5. TSMC’s July revenue surged 44.7% year-on-year, and revenue in the first seven months increased by 30%
TSMC released its July 2024 revenue report on the 9th. The consolidated revenue for that month was approximately NT$256.95 billion, a month-on-month increase of 23.6% and a year-on-year increase of 44.7%; the cumulative revenue from January to July 2024 was approximately NT$1,523.107 billion, a year-on-year increase of 30.5%.The continued high growth in revenue is mainly due to the strong demand for AI chips and high-end mobile phone chip foundry.
6. Xinjie Energy’s half-year revenue and net profit both increased, while IGBT business revenue declined
Local power device manufacturer Xinjie Energy announced its 2024 semi-annual report. In the first half of the year, it achieved revenue of 873 million yuan, a year-on-year increase of 15.16%; net profit attributable to the parent company was 218 million yuan, a year-on-year increase of 47.45%.Among them, Q2 revenue was 501 million yuan, a month-on-month increase of 35.01%; net profit attributable to the parent company was 117 million yuan, a month-on-month increase of 17.50%, and the performance showed a trend of improvement quarter by quarter.
In terms of business segments, IGBT revenue in the first half of the year was 141 million yuan, a year-on-year decrease of 22.64%, and the sales ratio dropped from 24.07% to 16.20%; SGT-MOSFET performed well, with revenue of 360 million yuan, a year-on-year increase of 40.29%, and the sales ratio increased to 41.44%, becoming the core growth engine; SJ-MOSFET, Trench-MOSFETRevenue increased by 8.49% and 19.64% respectively year-on-year, and the business structure continued to be optimized.
7. Murata mass-produces 1608M size 100μF MLCC to meet the needs of AI servers
Murata recently announced that it has officially mass-produced its first MLCC product with a size of 1608M and an electrostatic capacity of 100μF.Among them, the GRM188C80E107M with a rated voltage of 2.5Vdc, an operating temperature of 105°C, and temperature characteristics of X6S, and the GRM188R60E107M with an operating temperature of 85°C and temperature characteristics of X5R have taken the lead in mass production. Products with a rated voltage of 4Vdc and an operating temperature of 85°C are planned to be mass-produced in 2025.
With the popularization of AI servers and data center equipment, the market demand for capacitors with miniaturization, large capacity, and high reliability continues to increase.Compared with Murata's old products of the same capacity, the installation area is reduced by about 50%. Compared with the old models of the same size, the capacity is increased by about 2.1 times. It can be used in high temperature environments of 105°C and can be installed close to ICs to help improve equipment performance.
$1.3/ 个
BOM
+86 4000004090
Online WhatsApp