Semiconductor Industry News Brie

作者: MemoryGuy | 来源:发表于2019-02-18 09:14 被阅读1次

    市场趋势Marketing Trends

    1. ★ 三星公布2018年Q4财报,净利大减逾3成20190201

    韩国三星电子公司(SamsungElectronics Co.)昨天公布财报,2018年第四季净利大减31%,原因是主要产品存储器芯片需求下滑。

    三星为全球最大手机与存储器芯片制造商,根据财报,去年10月至12月净利为8.46兆韩圆,较2017年同期下滑31%。.

    2. 2018年全球硅晶圆出货再创新高20190202

    根据国际半导体产业协会(SEMI)公布的年终报告指出,2018年全球硅晶圆出货总面积较前一年增加8%,创下历史新高,由于价格顺利调涨,2018年硅晶圆总销售金额年增率冲上31%并创下11年来新高。

    至于2019年硅晶圆仍供给吃紧,出货面积可望年增3%左右、达13,090百万平方英寸并续创新高,销售金额有机会同步改写新高。

    3.Semiconductor

    Equipment Companies Facing Significant Headwinds in 201920190213

    In January 2019, the memorymarket has been hit with a significant amount of negative news.

    On Jan. 15, DRAM manufacturerNanya Technology reported its Q4 2018 revenue was $551 million, down 30.4% QoQ.

    On Jan. 24, 2019, SK Hynixreported Q4 2018 earnings. Revenues fell 13.7% QoQ to $8.7 billion, whileoperating profit amounted to $3.9 billion, down 32.4%. SK’s DRAM and NAND bitshipments dropped 2.5% and rose 10% QoQ, respectively, while its DRAM and NANDASPs fell 11.1% and 21.2% QoQ, respectively.

    Also on Jan. 24, Western Digitalreported revenue of $4.2 billion for its second fiscal quarter ended Dec. 28,2018, down 20.7% QoQ. Operating income was $176 million with a net loss of $487million.

    On Jan. 31, 2019, SamsungElectronics reported Q4 2018 DRAM and NAND revenues of $18.8 billion and $6.6billion in operating profit, down 27.7% and 43.0% QoQ, respectively. Samsung’sDRAM and NAND bit shipments were down 18.3% and 9.7% QoQ, respectively, whileASPs were down 9.7% and 21.5% QoQ, respectively.

    The memory market is an importantgauge on the health of the current semiconductor market because equipment spentby NAND and DRAM chip manufacturers was largely responsible for the 37.2%increase in the equipment market in 2017. In 2016, the equipment market grewjust 12.9% and an estimated 9.7% in 2018.

    4. 美光CEO预计下半年情况改善 20190213

    外电报导指出,美国半导体大厂美光科技周二股价上扬,主要因为该公司首席执行长预计下半年情况将会改善。

    美光科技执行长SanjayMehrotra周二在旧金山举行的高盛科技行业会议上表示,该公司依然认为,与上半年相较,今年下半年业务形势会增强。

    5. 力成预估今年资本支出恐减半20190215

    存储器封测厂力成自结1月合并营收新台币51.72亿元,较去年12月53.29亿元减少2.9%,比去年同期53.91亿元减少4%。法人指出,力成1月营收仍来到同期次高。

    展望今年第1季,力成预估第1季业绩相对偏弱,第2季业绩有机会逐步回温。


    技术热点New Technology

    1. ★Corsair Launches $3,000 192GB RAM Kit Clocked at 4GHz 20180213

    Intel’s Xeon W-3175X is an incredibleCPU — not least because the price for the chip ($3,000) actually isn’t that badcompared with Intel’s historical prices for top-end Xeon parts. Corsair appearsto have an idea what you can do with all that, ahem, cost savings. Why not pourit into some memory?

    Listings for new DDR4 kitsclocked at 4GHz have popped up on the company’s site. These new kits arespecifically intended for the W-3175X and they pack a considerable amount ofRAM into 12 sticks (both of the motherboards that support the W-3175X have 12DIMM slots). The 96GB kit is $1,499 (12x8GB) while the 192GB kit is $4,000(12x16GB). Lower prices are also available for lower clocks — the 192GB RAMcapacity is available for just $1,585 if you’re willing to accept DDR4-2666.

    2. Advantech Unveils 32 GB SQRAM DDR4 DIMMs for HPC 20190213

    Advantech, a maker ofserver-grade memory, storage, and other components and solutions, isintroducing a new lineup of 32 GB unbuffered DDR4 memory modules. Designed forhigh-performance computing (HPC) applications, the SQRAM-brand DIMMs use thelatest DDR4 DRAM devices from Samsung, and feature additional reinforcements tomake them suitable for industrial applications.

    Advantech’s SQRAM 32 GB DDR4modules are based on Samsung’s 16 Gb DDR4-2666 memory chips. Given theirpositioning, they enable system makers to easily install 64 GB of memory intomachines with two memory slots or 128 GB of memory into machines with fourmemory slots, twice what's possible with today's common 16 GB DIMMs.Advantech's modules come in ECC Unbuffered DIMMs, Unbuffered SO-DIMM, ECCSO-DIMM, and Rugged DIMM form-factors.


    行业动态Industry News

    1. 年度盘点:紫光展锐8大创新技术20190201

    创新是IC产业发展的基石!展锐自创立以来,始终将创新作为企业的核心竞争力及驱动力。从2G到5G,展锐的创新步伐从未停歇,不断突破,创芯不凡。回首2018,一起盘点下这一年来展锐的8大创新技术成果。

    2. 力晶在合肥布局顺利 产能大增20190202

    力晶集团执行长黄崇仁31日表示,力晶集团在大陆布局相当顺利,与合肥官方合资设立晶合12吋厂,专注于生产驱动IC,目前月产能已拉升至1万片。

    黄崇仁认为,美中贸易纷争让各产业充满不确定因素,半导体产业也会受影响,大陆科技厂原本多会在新年度转换时备有较多的库存,但目前因不确定性高,会先降低库存水位,预料第2季库存调整消化,下半年应会回温。

    3. ★★A Detailed History of Samsung Semiconductor 20190211

    From our book "MobileUnleashed", this is a detailed history of Samsung semiconductor:

    Conglomerates are the antithesisof focus, and Samsung is the quintessential chaebol. From humble beginnings in1938 as a food exporter, Samsung endured the turmoil and aftermath of two majorwars while diversifying and expanding. Its early businesses included sugarrefining, construction, textiles, insurance, retail, and other lines mostlyunder the Cheil and Samsung names.

    Today, Samsung is a global leaderin semiconductors, solid-state drives, mobile devices, computers, TVs, Blu-rayplayers, audio components, major home appliances, and more. Hardly an overnightsuccess in technology, Samsung went years before discovering the virtues ofquality, design, and innovation. The road from follower to leader was long androcky. Considering

    4. 美光中科扩产 将加码百亿投资20190212

    全球前三大存储器制造商美光日前以新台币5.33亿元取得桥椿金属位于中科后里园区约3公顷厂房,这座厂房紧邻美光新启用的中科后段封测基地,预期未来还会有上百亿元投资,进一步扩大生产规模。

    美光近几年积极加码投资台湾,2017年3月,先以新台币27.52亿元标下达鸿先进位于中科后里园区的土地与厂房,接着在同年8月,又以新台币5亿元购入宸鸿位于原达鸿厂旁的大鸿先进厂房,规划建立最先进的后段封测基地。

    5. 中芯国际先进制程重大进展:14nm量产在即、12nm取得突破!20190215

    2月14日,国内晶圆代工大厂中芯国际发布2018年第四季度业绩,宣布14nm工艺进入客户验证阶段,且12nm工艺开发取得突破。

    财报显示,中芯国际2018年第四季度实现营业收入7.88亿美元,比第三季度略有下降,与2017年第四季度基本持平;实现毛利润1.34亿美元,同比下降9.7%;毛利率为17.0%,同比下降1.9%。

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