[Core Information] Microchip launches 64-bit MPU, revenue of two major distributors increases significantly
1. Microchip releases PIC64GX, officially entering the 64-bit MPU track
Microchip launches new
PIC64GX series, its first 64-bit RISC-V multi-core MPU, targeting intelligent edge scenarios such as industry, automobiles, communications, and the Internet of Things.
- Core configuration: Quad-core 64-bit RISC-V (U54) + monitoring core (E51), clocked at 625MHz, 2MB L2 cache.
- Key Features: Supports Linux and real-time operating system parallel (AMP), is pin-compatible with PolarFire SoC FPGA, and can be flexibly adapted to embedded development.
- Industry status: At this point, Microchip becomesThe only one covering the full range of 8/16/32/64-bit MCU/MPUof manufacturers.
2. Wenye Technology’s Q2 revenue doubled year-on-year, hitting a quarterly high
Benefiting from the acquisition of Future Electronics and the recovery of the industry, Wenye Technology's Q2 performance in 2024 exploded:
- June revenue: NT$75.9 billion, +86% year-on-year, -5% month-on-month.
- Q2 total revenue: NT$243.6 billion,Year-on-year + 107%, month-on-month + 26%, a record high in a single quarter.
- Revenue in the first half of the year: NT$436.3 billion, +84% year-on-year.
3. Dalianda’s Q2 revenue exceeded expectations, the second highest in single-quarter history
Dalianda's Q2 revenue was driven by demand for servers and laptops, and its performance was strong:
- June revenue: NT$72.4 billion, a monthly increase of 7.6% and an annual increase of 30.3%.
- Q2 total revenue: NT$207.97 billion,Year-on-year + 32.7%, month-on-month + 14.3%, exceeding the financial forecast high mark and the second highest in history.
- Revenue in the first half of the year: NT$389.88 billion, +29.3% year-on-year.
4. GigaDevice: Net profit expected to increase by 54.18% in the first half of the year
Local storage giant GigaDevice Innovation announced that the net profit attributable to the parent company in the first half of 2024 will be approximately518 million yuan, +54.18% year-on-year; revenue was approximately 3.609 billion yuan, +21.69% year-on-year, benefiting from the recovery of consumption and network communication markets and the improvement of product competitiveness.
5. HBM’s production capacity is expected to double next year, and the three major original factories are fully expanding production.
SK Hynix, Samsung, and Micron accelerate HBM production expansion and are expected toHBM production growth by 105% in 2025, adding 276,000 pieces, bringing the total production capacity to 540,000 pieces.SK Hynix/Micron have used the 1beta process to supply Nvidia, and Samsung’s 1alpha process is expected to be delivered in the middle of the year.
6. TSMC’s revenue in June increased by more than 30% year-on-year
TSMC’s June consolidated revenue was NT$207.869 billion,Year-on-year + 32.9%, month-on-month - 9.5%; Cumulative revenue in the first half of the year was NT$1.26615 billion, +28.0% year-on-year, and demand for advanced processes continues to be strong.
7. Organization: AI server and laptop upgrades drive demand for high-capacity MLCCs
TrendForce pointed out that AI server orders will be solid in the first half of 2024, and Nvidia's Blackwell platform and AI laptop production in the third quarter will drive up MLCC shipments and prices.
8. Tianyue Advanced raises 300 million to develop 8-inch automotive grade silicon carbide substrate
Silicon carbide substrate manufacturer Tianyue Advanced plans to raise no more than 300 million yuan for8-inch automotive grade silicon carbide substrateThe preparation and processing project, with a construction period of 24 months, is aimed at high-end market demand such as new energy vehicles.
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