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1. TSMC Nanjing plant in early May next year, six months ahead of production;
Set micro-grid news, TSMC CEO John Deere 7, presided over the annual supply chain management forum, revealed that 12-inch factory in Nanjing, TSMC has been scheduled for shipment in May next year, schedule than TSMC original plan six months in advance.
TSMC Nanjing plant will be cut into 16nm production TSMC chairman Zhang Zhongmou had previously stressed that TSMC Nanjing plant will be the first mass production in mainland China 16nm process an important base, not only can significantly improve the level of foundry in mainland China, but also through Close cooperation between the two sides of the Taiwan Strait will bring more business opportunities of mutual benefit and win-win.
Nanjing Investment Case TSMC is a global customer service layout, investment will be controlled at 3 billion US dollars, Taiwan enterprises over the years to invest the maximum amount of land.
For Nanjing plant, Liu Deyin first disclosed scheduled for shipment in May next year, and TSMC planned for the second half of next year, production volume, schedule about six months ahead, highlighting the outstanding performance of TSMC and strong customer demand. Liu Deyin said TSMC is also in Nanjing Set up Design Service Center to serve local clients nearby.
TSMC plans, Nanjing plant mainly produces 16 nm finFET (FinFET) process, planning monthly capacity of 20,000 12-inch wafers.
At the opening of the forum, Liu Deyin and all supply chain partners said that last year was a year of significant development for TSMC, not only developing 250 technologies, 9,200 customer products, and 11 million chip outputs, and 470 customers. Special thanks to the participating supply chain partners and TSMC to work together to create this result.
2. Andy Lau: TSMC 7nm technology in place, has more than 40 customers;
Set a micro-network news, TSMC CEO John Deere on the 7th pointed out that artificial intelligence (AI) and 5G two major technological innovations will once again change the future life of mankind and promote the strong growth of TSMC advanced process below 7nm, let TSMC re-enter the exciting Era.
Liu Deyin estimates, 5G will be formally commercialized in 2019, a year earlier than the market adjustment agency estimates into the 5G era, the AI and 5G-related applications, to 7nm advanced process support, 7nm and 7 + nm technology Have been in place, the market demand is quite strong in the future, TSMC will be the main technology and ecosystem suppliers.
Liu Deyin pointed out that TSMC has put forward four major technology platforms for mobile devices, high-speed computing computers (HPC), internet of things and smart cars for two years. At present, the four major technology platforms are well established and all customers are ready to grab business opportunities. Technology platform, AI and 5G two major technological innovations will once again change the human life, but also to TSMC re-enter the exciting era.
He emphasized that currently there are 300 million mobile phones using AI-like neural networks, and the application of AI has already begun and will be widely used in various fields in the future. 5G can speed up the link and dialogue between machines and machines and speed up Various control systems and technology products into the intelligent era.
Liu De-yin said that 7nm process has more than 40 customers, in response to strong customer demand, not only in the bamboo plant 12 R & D and production, will also be transferred to the 15th Division of the fifth and sixth phase, a total of three plant production .
In the more advanced 5nm process, Liu Deyin said that it is expected to officially unveil in 2018 and pilot production will start in the first half of 2019, and the new plant will be named as Plant 18. Within the plant of Plant 18, there will also be 3 Period of 5nm production.
TSMC Deputy General Manager and Information Director Zuo Dachuan mentioned that TSMC will reach annual revenue of 32 billion US dollars this year, 10nm production process in 2017 is expected to contribute about 10% revenue this year. , 7nm will begin shipping next year, as 5nm process, with the introduction of the use of EUV machine, there will be a cost-effective display.
Set micro-mesh news, Qualcomm said during the second annual Snapdragon Technology Summit, TSMC and Samsung are very good partners, but which process will be used next year, now premature .Although Qualcomm talked about the process has always been conservative , But this view is still leaving a lot of imagination for the outside world.
Qualcomm flagship chip of the new generation of the most high-end Snapdragon 845 platform debut next year, continue to use Samsung 10 nm LPP FinFET process technology, the market is expected to next generation products will enter the 7nm era, and returned to TSMC production.
Qualcomm executives stressed that Qualcomm has been and Samsung, TSMC has a very good cooperation, not only Samsung, but also useful TSMC's products, the introduction of chips and the two foundries will be related to technology and performance.
3.NAND price next bearish 20%;
Global market research firm TrendForce held "Collective Rio Tinto 2018 Key Components Trend Forum" yesterday (7) for targeted areas including mobile memory, servers, NAND Flash, size and size panels, Micro LEDs and more. Among them, the NAND Flash section It is estimated that the average selling price (ASP) of next year will decline 10% to 20% compared with that of 2017.
TrendForce pointed out that the NAND Flash industry in the first half of next year weaker demand, prices have the opportunity to go down in the second half of the demand recovery and NAND Flash original robust expansion capacity, may again be in short supply, the price decline will also stop. Year NAND Flash ASP will decline 10% to 20% from 2017.
In 2018, DRAM memory expansion in smart phone memory will have limited benefits, as well as price trends and supply conditions continue to be bullish. Under the influence of tight pricing, smartphones will drive brand manufacturers to critically evaluate production plans for low-priced models. On average, The forecast will also be depressed by the sustained bullish memory prices, limited room for growth, Apple's new capacity growth will be the main growth.
On the server side, it is estimated that the scale of global shipments will grow by 5.3% in 2018 and the market share of the top three server shipping brands will be about 40%, but with the transfer of large-scale environments and the popularization of intelligent terminal devices, direct data center OEM will become The overall server market growth momentum, shipping estimated annual increase of 14.4%.
Large-size panel parts, with the panel prices continue to fall, favorable brand next year for all types of promotions, driven by large-size demand in 2018 annual growth of 7% area, supply area grew at 7.7% annual growth with demand, supply and demand will also be estimated next year From the original oversupply of 7.8% to 5.2% of supply and demand balance.
Small size panel Apple iPhone X model released after the start of mobile phone panel specifications into AMOLED, with a wave of investment boom is expected to be the fastest in 2020, the proportion of small and medium sized AMOLED panel production capacity, Korean panel makers will drop to 66%, China panel factory will grow to 23%.
As Micro LED, Apple is the world's largest Micro LED technology and patents company, Micro LED become the focus of attention.
4.IHS: Global DRAM factory Q3 revenue season rose more than 30%, a record high
Set micro-grid news, IHS Markit latest data show that the third quarter of global DRAM output is estimated at 19.7 billion US dollars, jumped 35% over the previous quarter, and is the highest in history.
South Korea's DRAM duo in the third quarter continued to dominate the world, Samsung DRAM revenue accounted for 44.5% of the world share, SK hynix accounted for 27.9%, two plants accounted for a total market share of 72.4%.
The third-largest maker of Micron's DRAM revenue during the same period accounted for 22.9% of revenue, Taiwan Branch South Asia was 2.2%.
In terms of NAND memory, Samsung shares nearly 40% (39%), Toshiba, the western data respectively 16.8% and 15.1%, SK hynix and Micron are about 10%.
According to the Yonhap News Agency reported that Wall Street investment bank Morgan Stanley recently released a report warning that the semiconductor super-cycle is about to end, leading to the escaping of technology stocks funds.Industry observers disagree on this view that in the artificial intelligence and networking products expansion blessing, the chip needs Will continue to increase.