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1. TSMC 7nm is expected to win the 骁丽 Dragon 855, 0 Samsung;
Set of micro-net news, Nikkei News quoted industry news reports, TSMC next year will be from Samsung Electronics in the hands of a Qualcomm modem chip and core processor orders.
The report noted that TSMC's grab of Qualcomm's orders showed that TSMC was expected to gain a higher advantage over Samsung Electronics in 2018 in a bid to boost chip computing power.
The Nikkei expects TSMC to launch a modem chip in the first half of 2018, and TSMC will be producing Qualcomm's next-generation main Snapdragon processor by the end of next year, Snapdragon 855, the company quoted sources as saying.
In this way, TSMC equals both Qualcomm and Apple's microprocessor production orders. Apple has designed its own iphone chip, which is then commissioned by TSMC, and Qualcomm's microprocessor is widely used in Android smartphones.
Two people familiar with the matter told the Nikkei news that a new modem chip and a newer Snapdragon processor would adopt TSMC's latest 7nm next year, and TSMC would adopt a 7nm process next year for the new iphone OEM's microprocessor.
Not only Qualcomm, Apple, set of micro-network news, Heiss 7NM has been progressing smoothly, I believe it will catch up with the first wave of TSMC application, even the bit mainland may also be the first wave of TSMC 7nm users.
Qualcomm's current main Snapdragon 835 and 845 processors are produced by Samsung Electronics, using a 10nm process. 835 widely used by smartphone manufacturers, including Samsung Electronics, Oppo, Sony, and millet, millet is the first to use 845 of the brand.
The industry expects, TSMC 7 nano next year in the 2nd quarter into mass production, the progress will be ahead of Samsung, a launch immediately a share, finished sealed Samsung, plus Apple A12 processor, Apple, not two big camp Taiwan product.
Industry insiders pointed out that Qualcomm's next generation of processors have a high probability of TSMC 7nm production, the main cause of Samsung 10nm production 骁丽 is not as good as Qualcomm originally expected, plus Samsung in the 7NM advanced manufacturing process lags behind, and the yield problem has been unable to overcome, to meet customer demand, therefore, to the 7nm process a lot of customers turn to Taiwan product, It is said that TSMC in the 7nm campaign is a resounding victory, the end of a competitor.
2. Mining machine customers grab the AI jacket by TSMC served as a guest;
Bitcoin 2017 years of soaring trend, so that the global mining machine industry to make a pot full of profit, not only intend to be in 2018 again, to more advanced process technology, the pursuit of a new generation of chip design and development orders, but also intends to use high-speed computing competitive advantage, one foot into the artificial intelligence (AI) application field, in the human is a hero, Money is the style of the gall, recently, the world famous mining machine customers visit TSMC and related design services company, for HPC, AI Chip solutions put forward new ideas and product production schedule, but also set out regardless of the cost is to be in 2018 to mass production of the latest, strongest, fastest chip solution of the attempt to heart, It has also been a success for TSMC's top brass, and has even taken the initiative to meet a number of key customers, thanking them for becoming the main bearers of TSMC's latest 7 Nanotech technology in 2018. Taiwan's IC design industry pointed out that in fact, mining machine customers This category is very good, in Bitcoin and other virtual currencies have a certain amount can be limited, who dug the fastest, often represents the market winners, since the beginning of Bitcoin, mining machine customer is TSMC first into the process technology loyal enthusiasts, And a very good customer base, because they only care about the final performance of the chip, but not too concerned about the performance of the chip evaluation, after all, the higher the chip design services and wafer foundry prices, often on behalf of the higher market entry barriers, mining machine customers generous degree, have been beyond the imagination of the major alliance of TSMC, and therefore, in TSMC these years advanced process technology accelerated progress, the global mining machine customers are almost no service. And in the mining machine customers themselves commissioned the design of Chip solutions, has always been required to have the most high-speed computing capacity, and its own high-quality soft, firmware solution capabilities, in the face of the global AI application market opportunities for the blowout, but also to the mining machine customers looking for gorgeous turn of opportunity, turned into a new AI service program company; Among them, the recent bit mainland companies announced the world's first home Sophon TPU Chip Solutions BM1680, with cards and quasi-system services, and focus on in-depth learning and artificial intelligence emerging applications business opportunities, is one of the most vivid case, is expected to follow the AI trend in 2018, mining machine customers, is bound to be only a lot more. In the global mining machine customers are now full pockets, there is also a new AI application opportunities can be attempted, the company sent a positive transformation of the intention, has let this group of mining machine customers for the 2018 7/10 Nanotechnology and other advanced process technology, the desire to significantly exceed the rest of the wait-and-see and conservative attitude of the phone chip, GPU, CPU and DSP chip manufacturers. In the mining machine customers have always been with the TSMC units to maintain friendly relations of cooperation, and the business model is completely compatible with the services of TSMC's big league members, the global mining machine customers who are planning to put on AI jackets, which have recently been favored by TSMC's top executives, and even the industry rumors that they are on the pedestal, should not be unfounded. Digitimes
3. Follow the footsteps of TSMC, Samsung grabbed the mining chip list;
Korean media etnews 22nd reported that the industry news that Samsung Electronics and Russian Bitcoin mining hardware Baikal signed, will be for Baikal production dedicated ASIC chip, scheduled January 2018 to use 14 nm process volume production. Because of Samsung's previous wafer foundry orders from Apple, Qualcomm and other large manufacturers, and small factory cooperation is very rare. Insiders said that TSMC in this area to make a lot of silver, the recent virtual currency hardware market hot, Samsung also decided to accept Baikal orders.
The article said that the Chinese industry bitmain and Canaan Creative is the leader of mining hardware equipment, two companies are TSMC customers, through the TSMC 16 nm production, shipments of a large amount of injection into Taiwan to accumulate revenue. Bitmain's Ant mine machine S9 built 189 ASIC chips, Canaan Avalonminer 821 mine Machine also has 104 ASIC chips. The ability of a mining machine to handle bitcoin hash functions is 1000 times times faster than a computer or GPU. Bitmain not only sell mining equipment, but also own mining factories, control the world's 60~70% market of Bitcoin mining.
Mining boom not only to benefit the wafer foundry, South Korea outsourcing packaging and testing (OSAT) industry also double-dipping, ject STATS CHIPPAC Korea package of the ASIC chip, the daily package of up to 1 million groups, reportedly the company to consider expanding capacity to deal with the huge demand. Other South Korean seal plants Amkor and ASE are also full orders. Fine News
4. Wafer factory investment drives the global semiconductor industry into a high-speed growth period;
The semiconductor industry began to show volume growth after a dramatic recession from 2001 to 2009. This year, it is also the industry's impressive growth of three years of investment in the wafer plant, a phenomenon that has been rare since the middle of the 90.
Why is this going to be different this time? Technologies such as mobile applications, IoT (IoT), automotive and robotics, industry, augmented reality and virtual reality (AR&VR), artificial intelligence (AI) and 5G networks drive overall growth. Driven by these technologies, semiconductor revenue CAGR is expected to reach 6% from 2016 to 2021, compared with 3.7% in 2011-2016. Global semiconductor revenues will exceed 400 billion dollars in 2017 years, which is unprecedented. As shown in Figure 1, the market demand for chips, the high price of memory, market competition is very fierce. These factors have stimulated the growth of fab investment, and many companies have invested unprecedented in new wafer and wafer manufacturing equipment.
The global wafer Market Forecast, published by semi, predicts that the total spending on wafer manufacturing equipment in 2017 will reach $57 billion trillion, an increase of 41% per cent year-on-year. In 2018, expenditure is expected to increase by 11% to $63 billion. These two jumps in expenditure are the factors contributing to the huge growth of the wafer market. After a historic large-scale investment, 2019 is expected to slow down.
As shown in Figure 2, several companies such as Intel, Micron, Toshiba (Toshiba) and GlobalFoundries increased their investment in fab in 2017 and 2018. However, the strong growth we have seen in these two years is not caused by these companies, but by a company/a major region----Samsung, South Korea.
The first leap was in South Korea, mainly Samsung's investment growth in 2017. Samsung is expected to increase its wafer equipment spending from $8 billion trillion to $18 billion in 2017, an increase of 128%. Before that, no company in South Korea had invested so much money in a wafer factory within a year. SK Hynix (Hynix) has also increased the cost of wafer equipment by 70% to $5.5 billion trillion, the biggest spending level in its history. While most of Samsung's spending is still in South Korea, part of it is flowing to China, and some of Samsung's spending is flowing to the US. Samsung and the sea are expected to maintain a high level of investment in 2018 years.
The second leap is China's 2018-year investment growth. In 2017 China began to build and build more fab plants. In the past, non-Chinese enterprises in China accounted for the majority of investment, but since 2018, Chinese enterprises will be the first time with non-Chinese enterprises in the domestic level of investment, fab equipment spending almost as much as the non-China wafer plant.
From 2013 to 2017, Chinese companies spend 1.5 billion to 2.5 billion dollars a year on China's wafer equipment, rather than investing 2.5 billion to 5 billion dollars a year. Chinese companies are expected to invest about $5.8 billion trillion in 2018, compared with $6.7 billion trillion in China. The Yangtze River storage, Fujian Jinhuagong, Huali, Hefei Chang Xin and many other new companies will invest heavily in the region.
The historical highs of equipment spending in 2017 and 2018 reflected demand growth. The construction expenditure of the new wafer factory also appeared unprecedented growth, reaching the highest level in history. China's fab construction spending will reach $6 billion trillion in 2017, and 6.6 billion dollars in 2018, breaking another record--not one region spends more than 6 billion dollars on the construction of a wafer factory in a year. As shown in Figure 3, more of the new wafer plant means that there will be a new round of investment in wafer equipment in the next few years.
To sum up, we remain optimistic about the semiconductor industry, even if the growth slows down, the industry will continue to be optimistic about the long-term growth of the industry.
5. The god of Samsung Memory sits on top of CEO, SK-Guinness letters calls for staff preparation
Samsung Electronics last year after a series of turmoil, from the flagship mobile phone Galaxy Note 7 Battery explosion recycling incident, to the Lee involved in South Korea's political scandal, vice president and CEO Bang stepped hand in hand, but in October, the resignation of a shock bomb, citing Samsung should find young successor breakthrough operating bottlenecks, Samsung now adopts a 3-bit joint executive management structure, in which the former Semiconductor division president Kinchinan a threat.
The Nikkei Asia Review (Nikkei Asian Review) reported that South Korea's SK Rexroth had sent an unusual letter to employees of Samsung, a rival led by Kinchinan. The report points out that the first reaction of SK's employees receiving the letter was that Kinchinan was such a formidable adversary. Kinchinan is said to be a workaholic, working in Saturday and not slacking off.
Kinchinan's wolf show in his investment attempt, with the demand for cutting-edge applications such as self-driving and artificial intelligence, the demand for advanced chip chips will increase significantly, last year Kinchinan invested heavily in 7 NM chip factory ultra-ultraviolet equipment, Apple 2018 IPhone will use 7 NM chip. Last year Samsung accounted for 7.9% of the wafer foundry market and 50.6% for TSMC.
He is also an excellent engineer, in 1981 after graduating from the University of Seoul Electronics Engineering department joined Samsung Electronics, 1983 in the South Korea Institute of Advanced Science and technology to obtain the same field of Master's degree and doctorate. He received a Ph. D. from UCLA in 1994 and was awarded the Reynold B. Johnson Data Storage Equipment Technology award by the Institute of Electrical Engineers (IEEE) in 2009.
The Institute of Electrical and Electronic engineers says Kinchinan's contribution to memory technology basically changes the consumer electronics industry, with Samsung Electronics under his leadership to launch the first 1GB and 4GB dynamic random ram, and to boost NAND Flash performance, driving the development of MP3 players, USB Walkman and digital camera memory cards.
2013 as a Samsung display (Samsung display) executive long, the year's revenue increased by 35.5%, operating profit increased by 16.7%, net profit climbed 13%, show management ability. At the end of 2013, he became the head of Samsung electronic memory chip business unit, laying the foundation for future execution, and was responsible for the semiconductor business in June 2014.
Analysts believe that the DRAM industry now has only 3 leading, two in South Korea, one is America's light, under the pressure of the United States and Trump, Samsung is unlikely to oppose the United States and the light. In the face of a powerful enemy, it is no wonder that SK Heidelberg is so nervous. Technews