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1. Chip shortage tide 2018 struck again;
As new demands such as automotive electronics and the Internet of Things emerge, some of the semiconductor manufacturing chains are out of stock in 2017. Not only the upstream silicon wafers and lead frames are out of stock, including DRAM, NAND Flash and NOR Flash, Microcontrollers, MOSFETs also extend their delivery due to out of stock or homeopathic prices, the imbalance between supply and demand of rare sight.
In 2018, silicon wafers and lead frames are still in short supply, prices will continue to rise, DRAM, MOSFET out of stock situation will be difficult to alleviate, although the MCU delivery is expected to shorten due to enter the off-season, but generally still delivery Up to 3 months, 1 to 1.5 months above the normal safety stock period, while NAND / NOR Flash will be relieved of pressure due to new capacity.
In terms of semiconductor silicon wafer, due to the major suppliers have not expanded in recent years, this year coincides with a large number of semiconductor fab wafer production capacity out of stock in 2017 is out of stock throughout the year, will also be in short supply; to ensure that In 2018, silicon wafers will be supplied without any worries, and the global semiconductor manufacturers will adopt the method of deposit payment to ensure next year's supply and the price will increase quarterly. The legal person is optimistic about the supplier of silicon wafers, such as Global Crystal, Hejing, Jiajing, Taishengke Operation.
Semiconductor lead frame is also facing the problem of out of stock.Because the international IDM plant to fully attack the market of automotive electronics and networking, the demand for lead frame increased substantially, but the major suppliers continued consolidation in recent years, the supply has been tight in the second half of this year, next year Will also be out of stock for half a year, the price is expected to continue rising, for Changhua Branch, Lin and other suppliers is very favorable.
Memory part, DRAM serious shortage in the second half of next year, will continue out of stock in the first half of next year, although the industry intends to increase production capacity, but the new production capacity will be out of time at the end of next year and the beginning of the following year, so the first half of 2018 DRAM supply growth only Can rely on 1x nano upgrade, the overall demand is still in short supply, the price continued to rise, South Asia Branch, Winbond, A-DATA will continue to benefit.
NAND Flash and NOR Flash can get relief in the first half of next year, including Samsung, Toshiba, SK hynix, Micron and other second-half to speed up the 3D NAND production capacity and technology conversion, yield has continued to improve, next year after the production capacity Sufficient supply NOR Flash also due to mainland China Yangtze River storage and SMIC out, coupled with the crystal into OEM market, capacity growth in the first half of next year, the demand side into the traditional off-season, the market conditions are expected to tend to supply and demand balance.
As for the MCU market, a large number of MCUs were introduced into the automotive electronics and internet of things. However, due to lack of production capacity of IDM plants including STMicroelectronics, Texas Instruments and Renesas, the delivery period was drastically extended to more than 3 months with some out of stock Of the material delivery date as long as six months.With the terminal demand into the off-season in the first half of next year, coupled with the foundry capacity support, delivery is expected to be reduced to less than 3 months, but still more secure delivery of 1 to 1.5 A long month, Holtek, New Tang will benefit from a single, the first half of next year will be off-season operation is not short.
International IDM plants have gradually faded out of the low- and medium-voltage MOSFET market for computers and consumer electronics. Production capacity has shifted to the automotive high-voltage MOSFET market or to IGBT or Super Junction modules, Therefore, medium and low voltage MOSFET will be in short supply in the second half of next year. Due to lack of new capacity support in the first half of next year, the supply shortage will still remain. However, the shortfall will be reduced. The legal person optimistic about the operation performance of Nixon, Dazhong and Fuding.
(Business Times)
2. Memory supply shortage, all the way to 2018;
Continued shortage of memory, this year will not only set the most missing calendar year, the longest record gains, the stock will continue all the way to next year.
The continuing shortage of memory has become one of the highlights of Taiwan's stock exchange this year. DRAM (Dynamic Random Access Memory), NAND Flash (Memory Flash), and NOR Flash (Code Flash) memory have not only hit the calendar year The most missing, the longest record of gains, stockouts will continue all the way to next year.
Internet of Things, iPhone driven demand
Wang Mong industry catch up with the stock price rose non-stop
After a full five-year loss, Wang Wang is like Bath Phoenix, officially unveiled this year; the first half of EPS (net profit per share) 0.47 yuan, the third quarter alone pay more than EPS 1.2 yuan good results, the main product NOR Flash out of stock, so Wang Wang stock prices soar this year, Taiwan stocks become a big surprise.
As Wang Zhihong, general manager of Lu Zhiyuan, said that 10 years ago, NOR Flash kings were Intel (Intel), AMD (AMD), South Korea's Samsung, and Japan's TOSHIBA (Toshiba) "When the market shrinks to a pond, the big whales will not play. The pond is small, but it is very good for SMEs that have their own technology and factories in the market, especially for one or two fish."
In the past few years, manufacturers have gradually withdrawn from the market or restructuring, so that NOR Flash supply gap to expand.In addition, in addition to driving demand for NOR Flash Internet of things, another market attention, is the smart phone panel into AMOLED (active organic light-emitting display ) Panel, together with the need to add a NOR Flash chip to store parameters; this year the iPhone using AMOLED panel, more for the NOR Flash market to bring new demand momentum.In addition, TDDI (touch panel sensor chip) IC will touch Control functions integrated into the driver IC, also need to hang a NOR Flash, simultaneous push up the demand for NOR Flash.Wu Hong, chairman of Wu Min, predicted at the beginning of the year, industrial prosperity is expected to last 2 years.
Transformation niche-based customized products
Winbond revenue rewrite 17-month single-month high
Corporate analysis, after the CPU (central processing unit) more and more features, because the process is different, there is no way to integrate in the CPU inside, it will be more than a NOR Flash needs.Car, industrial NOR Flash is also increasing, Such larger capacity will consume more capacity, industrial automation needs high computing, random storage requires NOR Flash, are more long-term imagination.
Wang is currently the world's largest flash NOR leader, ranked No. 2 Winbond also outstanding performance. Kang and Securities Collateral Department Lincang Yin said that due to tight supply of NOR Flash pressure again, the industry came the fourth quarter contract price will Up another 15%, the beneficiaries devaluation Winbond and Macronix. Winbond EPS 0.81 yuan last year, the first three quarters of this year EPS 1.05 yuan. Winbond recently released in October single month consolidated revenue of 4.491 billion Yuan, continued to hit a 17-year high since 2000.
The legal person pointed out that after the DRAM industry in the whole industry was reorganized in 2012 after its reorganization in 2012, Winbond Electric Retrofit focuses on niche-based customized products and has turned a profit since 2013. With Samsung exiting small-capacity niche memory, As well as the Fasso fade out of the Nor Flash market for vehicles, the company continued its upward trend in operation.
Winbond Fab-C plant in the new section has been completed, production capacity gradually opened, Winbond recently announced that it will invest 335 billion yuan in Kaohsiung to expand the new plant; Jiao Youjun said that because it has seen the inevitable trend of continued growth, The new plant is expected to be the fastest in mid-2011 to mass production in 2020.
Dickson Trust Taiwan's mainstream small and medium fund manager Yeung Man Mu pointed out that the memory industry due to the increasing complexity of the various electronic devices and the surge in demand, the growth rate of supply is low, so the memory prices have soared, so that Taiwan's memory factory profit Have hit a new high in recent years. Because the new wafer fab takes time in the short term, the demand in short supply can still be maintained. However, under the policy of semiconductor localization, China has already invested heavily in the construction of wafer fabs. High-level process, investors should also continue to track changes in industry supply and demand.
Financial information
3. The end of an era: Intel is determined to phase out PC BIOS
Intel has been determined to completely eliminate the PC BIOS by 2020, the full transition to UEFI firmware, and this also means the end of an era.
IBM introduced the first PC in 1981 when BIOS was a key part of the PC. The BIOS stands for BasicInput / Output System, a short piece of code embedded in the PC motherboard that handles basic hardware initialization and startup tasks. PC, the first is the BIOS detection hardware, after checking it will load the operating system, run the system and then provide some basic system services, such as receiving keyboard input commands, read / write content on the screen, hard drive.
In order to completely eliminate the BIOS by 2020, when Intel introduced the Sandy Bridge processor in 2011, PC hardware began to migrate to UEFI, and today UEFI is ubiquitous and basically all X86 system chips support UEFI, not the BIOS.
It is worth mentioning that the future of the X86 processor will clear some of the old technology, it may introduce pure 32-bit, 64-bit processor, is no longer compatible with 16-bit technology, so you can completely clean BIOS from UEFI out. Family