[Core Information] Japan’s semiconductors are expanding production intensively, and TSMC’s price increase is accepted by customers
1. Japan’s eight major manufacturers will invest 5 trillion yen in 5 years, focusing on power/sensors/logic chips
Eight Japanese companies, Sony, Mitsubishi Electric, ROHM, Toshiba, Kioxia, Renesas, Rapidus, and Fuji Electric, plan to invest in total by 20295 trillion yen, adding power semiconductors, CMOS image sensors, logic chips, stuck AI and carbon reduction tracks.
- sony：2021-2026 investment1.6 trillion yen, Kumamoto built a new factory to expand the production of image sensors.
- Power semiconductor cluster: Toshiba + ROHM invest in contract380 billion yen;Mitsubishi Electric Investment100 billion yen, SiC production capacity in 2026 will be increased to 5 times that in 2022.
- ROHM SiC production expansion: Subsidiary SiCrystal has built a new 6,000㎡ production line.Production capacity in 2027 will triple that of 2024。
2. TSMC’s price increase is accepted by major customers, and 3nm orders are scheduled to 2026
Macquarie Securities confirmed that TSMC has reached a consensus with most customers:Increase prices in exchange for stable supply, supporting an upward trend in gross profit margin.
- core reasons: The demand for AI is exploding, the production capacity of advanced processes is tight, and the cost of building overseas factories (Japan/the United States) is high.
- Customer news: Apple, Qualcomm, Nvidia, AMD continue to increase their investment3nm pre-order, orders are queued until 2026, and advanced processes are in short supply.
3. SIA: Global semiconductor sales in May were US$49.1 billion, +19.3% year-on-year
U.S. Semiconductor Industry Association (SIA) data: Global semiconductor sales in May 2024$49.1 billion, year-on-year + 19.3%, month-on-month + 4.1%.
- regional performance: The Americas (+43.6%) and China (+24.2%) increased sharply; Japan (-5.8%) and Europe (-9.6%) declined.
4. Samsung’s strategic shift: slowing down car-grade chips and prioritizing AI chips
Samsung System LSI division reorganized,Prioritize AI chip development, transferring 100-150 people from Exynos Auto’s automotive design team to the AI project.
- background: The electric vehicle gap (slowing demand before popularization) + car companies develop self-developed chips, and the car regulatory business is under short-term pressure.
5. UMC’s Q2 revenue increased slightly, optimistic about demand for AI-related chips
UMC’s Q2 revenue in 2024NT$56.799 billion, month-on-month + 3.97%, year-on-year + 0.89%; June revenue was NT$17.548 billion, month-on-month - 10.05%, year-on-year - 7.91%.
- Outlook: Automotive/industrial demand is corrected in the short term, but remains the driving force in the medium and long term;AI high-speed transmission / PMIC/MCUDemand is strong and it is expected to capture 10%-20% market share.
6. ON Semiconductor releases EliteSiC M3S, adapted to ultra-fast charging piles
ON Semiconductor launchesEliteSiC M3SSilicon carbide power devices are used for DC two-way ultra-fast charging piles for electric vehicles.
- Advantages: Silicon-based IGBTSize - 40%, Weight - 52%, simpler heat dissipation, lower cost, and supports charging to 80% in 15 minutes.
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