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1.4nm War, Samsung first introduction will be EUV, research and development Gaafet
Set micro-network news, wafer Foundry War, 7nm process is expected to win TSMC, 4nm War is still fierce fighting. The Android authority reports that Samsung's first-ever use of ultra-ultraviolet (EUV) micro-video devices and the development of new technologies that replace "fin-field-effect transistors" (FinFET) seem to prevail.
Android Authority reports that the process is constantly miniaturized, traditional micro-shadow technology to the limit, can not solve the more sophisticated exposure imaging needs, must use a shorter wavelength EUV to accurately etch the circuit diagram. Under 5nm process, EUV is an essential tool. Samsung next year to produce 7nm, will take the lead in the adoption of EUV, which is like let Samsung in the race below 6nm to start, is expected to accelerate the pace of development.
In contrast, the first generation of TSMC and Groffand's 7nm process will still use the traditional infiltration of micro-technology, the second generation will use EUV.
Process miniaturization In addition to the need to embrace EUV, also need to develop FINFET technical successors. Transistor operation is to rely on Gate (gate) control current is able to pass, but the chip is smaller, the current channel width is narrowing, it is difficult to control the current direction, the future FinFET may not be used, many people think that "the gate of the full ring field effect transistor" (Gate-all-around FET, GAAFET) is the best solution.
Earlier this year, Samsung, core and IBM joined hands to release the world's first 5nm wafer technology, using EUV and GAAFET technology. Samsung Road Map also estimated that FinFET is difficult to use after 5nm, 4nm will use Gaafet. Although the wafer foundry is difficult to develop, it is easy to encounter setbacks and delays, but now it seems that Samsung progress the fastest. The company's outlook shows that the plan to produce 4nm in 2020, the fastest progress in the industry, may be expected to win.
2.Exynos 9810 first Samsung 2 generation 10 nanometer process, 骁丽 Dragon 845 still with 1 generations mainly;
In the speculation that mobile chip manufacturer Qualcomm (QUALCOMM) New generation of mobile processor 骁丽 845 will be using 7 NM or 10 nm process, now has a clear answer. According to Samsung announced that the 2nd generation of 10 nm (10LPP) manufacturing process began formal production, Samsung's own Exynos 9810 processor will first be used, while the Gaotong 845 processor is expected to stay in the 1th generation 10 nm (10LPE) process, so as to overturn the 骁丽 Dragon 845 The processor may first use a 7 nm process of speculation.
According to the data published recently by Samsung, the 2nd-generation 10 NM (10LPP) process is developed for low-power products, compared to the 1th-generation 10 nm FinFET process technology (10LPE), the 10LPP process can improve performance by 10%, power loss of 15%. As the process continues to produce a 10LPE process, it will significantly shorten the preparation time from development to mass production and provide a higher initial production yield, thus providing a more competitive edge, which is now being produced in the latest S3 production line in South Han City.
In the part of the product, Samsung also pointed out that the first 2nd-generation 10 NM (10LPP) process will be Samsung's own Exynos 9810 processor to cope with the 2018 spring will launch its own brand Galaxy S9 and s9+ flagship smartphone demand. Because Samsung was expected to invest $5 billion in the foundry business in 2017, and aggressively grabbed the production of Esmole (ASML), the EUV manufacturer, it was hoped to be able to lead the production of TSMC on 7 NM-process nodes. However, even if the first mass production, to fully surpass the TSMC still have a lot of difficulties, the Exynos 9810 processor to remain in the 2nd-generation 10 NM (10LPP) process is the most stable, can ensure 2018 with the Galaxy S9 and s9+ flagship smartphone launch without delay.
As for the Gaotong 845 processor, the original market speculated that it would be possible to upgrade to the 2nd-generation 10 NM (10LPP) process with Exynos 9810, while the current market news is left on the 10LPE. However, although there is no way to pre-empt the adoption of Samsung's 2nd-generation 10 NM (10LP P) process, but in terms of current developments, it will still be Android's newest and most powerful higher-order action processor.
According to the current exposure of data analysis, the Gaotong 845 processor in addition to Samsung's 1th-generation 10 nm LPE process technology, the CPU part includes 4 based on the A75 architecture improvement of the large core, as well as 4 A53 small core, GPU upgrade to Adreno 630. Photography, it is to support the highest 25 million draw a number of double photographic lens, and combined with X20 baseband chip, support 802.11AD Wi-Fi network, the highest download speed can achieve 1.2Gbps performance. The market estimates that Gaotong 845 will still be favored by the Android brand handset factory after its launch in 2018. Technews
3.2017 year third quarter GPU Shipments report: PC game drives growth;
Video-card makers have tasted a lot of sweetness in the past few months, driven by PC games. Jon Pebbdie Research pointed out that the industry's average growth rate in the past decade was around 14.4% in the three quarter, according to a study by AIB manufacturers. But in the 3 quarter of 2017 it reached 29.1%. Currently there are 48 AIB partners (including OEM and consumer market), although Nvidia and AMD are still two major suppliers of the GPU market, the former is better.
As electronic sports are gaining popularity, more and more consumers are starting to get interested in creating a purposeful game pc. Whether OEM, or custom PC manufacturers, are more than the introduction of a unique (not new set) models.
In the market alone, Nvidia's advantages remain obvious. The ' Green label ' has a three-quarter share of 72.8%, while the ' red-labeled competitor ' AMD slid from 30.3% in the 2 quarter to 3 in the 27.2% quarter.
In short, if the game boom can continue, then the unique manufacturers will also usher in a beautiful revenue statement. Although the concept of virtual reality and augmented reality has been on the upswing, its adoption rate is relatively limited.
[Compiled from: TechSpot]
4.2018 years of global chip industry two main lines of oligopoly IP card positive;
Compared with the 2017 global chip industry popular automatic driving, artificial intelligence, cloud services, no business opportunities and AR/VR products and other issues, 2018, although the related products will still forces innovation, try to ignite the enthusiasm of end-users, but chip suppliers themselves understand new products, applications and new markets can not be immediately recycled, Provide the company's huge research and development investment funds, coupled with a new generation of killer applications, killer products who can laugh at the end, is also different. To ensure that they can safely survive the wave of scientific and technological waves, the 2018 global chip industry is expected to purchase and action will still be on the table, constantly surging, and behind the calculus, is to strive for a specific chip market oligopoly, and first competitors, or customers before the key IP smart card, To the company to stand in a better position and starting point, and strive to be invincible. Compared with the 2000, the global chip industry to buy and act more for the technology, product and customer complementary 1 plus 1 more than 2 comprehensive effect, to 2010 years later, although the nominal is still complementary benefits, but in essence is to expand the size of the company's economy, effectively reduce the cost of chip manufacturing, or further expand the chip company's main product line of the authoritarian benefits, and therefore, antitrust disputes have never been absolute. As to why domestic, external chip supplier will set off this wave variant protectionism, mainly comes from enters 28 nanometer advanced process technology generation, the chip supplier must the input cost is unceasingly speeding up, but the terminal chip market but because of go situation and unceasingly staged the intense bargain movement, In the return of input and output is significantly disproportionate, the chip suppliers see the decline in gross margin of the trend is difficult, naturally come up with a good response strategy. Buy and trade is a good hemostatic strategy, for example, MediaTek bought and Morningstar, Andrew Avago (Broadcom), Germany instrument (TI) acquisition NS, and micro-core (Microchip) Mergers and acquisitions Atmel, although the United States is the name of products, technology and research and development resources complementary benefits, But from the merged chip factory gross profit margin immediately rebound and operating expenses to reduce the content of the earnings, eliminate the main competitor of the enemy as a friend strategy, it can make buyers immediately accounted for the benefits, this alternative side of the reform movement, and in advance in the specific chip market unified strategy, so that domestic and foreign chip suppliers still enjoy , after all, just the capital market to give the profit to improve the estimate and the ratio of higher action, you can make the acquisition cost tangible and reduce a lot, and if the time of a long, chip unit price and the steady trend of gross profit margin, but also make the deal look worthwhile. In addition to the elimination of major competitors of the main line acquisition and strategy, card key IP intellectual property, sitting on the road to buy money, seems to be another acquisition of the clever, such as Software Bank (SoftBank) high-priced acquisition of Arm (ARM), imagination even if Apple (AAPL) broke the business, Can also be bought by land investment companies high prices, even recently, the launch of the acquisition of Qualcomm without early warning (QUALCOMM) motion, behind the speculation that the main reason is also to 3g/4g/5g IP intellectual property to go, this directly in everyone's way to build the charging station of the purchase and strategy, and indeed eliminate a lot of wrong new products, the application , the risk of new markets. In the face of Moore's laws (Moore's Law) of the slowdown is imminent, coupled with the terminal chip market competition pressure is still huge, forcing chip gross margin of the slow trend is not only, the 2018 global chip industry is expected to buy and boom will continue, Bo Tong billion dollar acquisition of Qualcomm proposal, perhaps unprecedented, but not Digitimes
5. US light explosion 8%, foreign capital: NAND medium-term not optimistic
Worrying about technology equity is too high, US funds began to move rapidly from technology-driven finance, industry and other stocks, semiconductor stocks weakened, including the memory of the United States light (microns Technology Inc.) plunged 8%, for up to 18 months long market, the third official appearance of the pull back.
US-led 29th fell 8.74%, to $43.74, a record low since November 9, the decline in the Philadelphia Semiconductor Index 30 component stocks, after the semiconductor advanced process monitoring instrument manufacturer MKS Instruments, INC. (29th tumbled 8.75%).
The MarketWatch reported that it was the biggest one-day decline since July 2016, with trading volume expanding to 79.5 million shares on 29th, more than twice times the daily average (31.7 million shares), becoming the most active unit on the Nasdaq exchange.
KeyBanc Capital analyst Weston Twigg 29th forecast that November's DRAM contract price is expected to be slightly higher than October, but the NAND-type flash contract price may be due to limited demand and decline. Although the long-term trend of memory, NAND the recent to the medium-term trend is neutral to negative, dram kinetic energy is neutral.
The XQ Global winner System quotes show that the US light has fallen by as much as 11.96% per cent so far this week, closing 29th (US $43.74) and pulling back to 12.3% from the 17-year high ($ 49.89) on November 22, into the correction area (ie, the previous wave height fell 10%). Solid News