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1. Kunshan emission limits Storm: grab material silicon wafer, semiconductor panic;
Kunshan officials announced on the evening of the 26th "no implementation" limit stoppage order, the industry believes that "Kunshan will be implemented sooner or later", as the current is a serious shortage of one of the major silicon wafer production center, once the limit in Kunshan, fear set off semiconductors Industry storm, start a new wave of silicon wafer grab material wars.
Previous Kunshan official banned the listing requirements of the market focus on water consumption of PCB and other industries, but did not notice under the China-US Crystal Group, the world's third-largest semiconductor wafer foundry in the mainland's major production base in Kunshan Zhong Chen also In the local.
China and the United States said the Crystal Group, Kunshan production operations have not been affected, are thinking about improving sewage standards, to avoid future restrictions.Industry believes that increasingly stringent environmental laws and regulations in the mainland, under the regulatory variables, for the establishment of factories in Kunshan, such as silicon wafers Out of stock products, may cause customers nervous, we must find alternative sources, such as co-crystal industry is expected to have a single transfer effect.
Although Kunshan is one of the base camps in Taiwan factory, Kunshan announced yesterday that it has not implemented the relevant norms. However, "not implementing" does not mean "not implementing". It undoubtedly foreshadowed the trend of policy and has left a shadow in the minds of Taiwan manufacturers. .
Industry analysis, the mainland environmental awareness in recent years, one after another to rectify many high-polluting industries, such as the recent out-of-stock passive components aluminum electrolytic capacitor upstream material foil, because the continent of Xinjiang this year's major moves to clean up illegal factories, not only construction In the immediate closure of the factory, the factory has also been completed immediately shut down, "said off," so that the original oversupply of aluminum foil, breath out of stock. Whether the future of Kunshan, there will be a similar result, leading to semiconductor silicon Round supply tighter, it is worth attention.
Silicon wafer is the most important raw material for the semiconductor industry, TSMC and other foundry manufacturers can not do without it recently in China wafer fab capacity continued to open, coupled with TSMC and other first-tier industry continued to expand production of silicon wafers demand However, the relatively cautious expansion of silicon wafer manufacturers, the global silicon wafer supply all the way tight, the price soared next year continued to rise 20-40% range, the recent order to grab silicon wafer, there are many operators Mining "prepay" mode, "give money before it is delivered (silicon wafer)."
Industry analysis, Zhong Chen mainly produces 4 to 8-inch silicon wafers, is currently a considerable lack of product line, due to the production of 4 to 8-inch wafer manufacturers only crystal and other industries, the current global supply is tight, Kunshan sewage restrictions is still It is possible that the time comes, it is bound to once again set off a whistleblower storm, crystal and other manufacturers are expected to get more customers.
Reporter Yin Hui Zhong, Xiao Junhui / Taipei reported that the Kunshan incident caused great concern from all walks of life. Although the government announced yesterday (26) that "it was not implemented", in fact, PCB factories in Kunshan have gradually begun to gradually move into the Midwest Investment, so PCB factory in Kunshan operation has been non-focus.
As for notebook computers and other assembly plants, such as Wistron Kunshan plant has no effect at all. Although Lennon announced yesterday that its Kunshan plant will be temporarily suspended from yesterday, it is because of the off-season to adjust its operating strategy, and this incident has nothing to do.
2. ASE: Kunshan plant no downtime production line normal operation;
Was named by the Internet network was shut down by the official request of Kunshan, the closure of the beta leader ASE (2311) Group said in the morning morning, Kunshan plant did not suspend the work of all production lines all the normal operation of the company chairman Zhangqian Sheng due to trust planning, 110,927 shares held ASE move, a slight impact on stock price fluctuations.
ASE Group said today that Zhang Qisheng, chairman of the board of directors, plans to apply for the transfer of a total of 112,927,212 shares of ASE Shares held by individuals, accounting for about 1.29% of the total issued shares, due to the trust plan.
The legal person pointed out that the largest shareholder of a huge deal after the pickers, there must be a specific receiver behind all the shares of Zhang Qiansheng pick up to stabilize the number of shares held by the company.
In order to implement the trust planning, Zhang Qisheng will personal assets into the trust according to the law, yesterday (25) to the Stock Exchange to declare a huge deal by way of transfer, according to the law declared three days (12/28) within a period of one month Ascendas pointed out, Zhang Qisheng will buy ASE shares of the same number (ie, 112,927 sheets) at market prices through its 100% -owned Value Tower Limited ) In other words, before and after the transaction, Zhang Qisheng the total number of shares held by ASE will remain unchanged.
It is understood that Zhang Pisheng originally through the value of Investment Co., Ltd. has indirectly held 400,742 shares of ASE, after the above transaction, increased to 52,376 shares.
In addition, a total of 1.36 million 8,655 ASYM shares indirectly held through SBS Microelectronics International held a total of 1,889,032 ASIMCO shares, accounting for approximately 21.65% of the total issued shares.
3. Graphics chip makers are not strongly betting on cryptocurrency mining needs;
Betting cryptocurrencies is a lucrative investment this year, but chipmakers that play a key role in the market are still cautious about it.
This year, the soaring price of cryptocurrencies strongly stimulated the miner, who used high-end computers to match and update cryptocurrencies to get paid. For many of the cryptocurrencies, the fastest-rising cryptocurrency, Drives from companies such as Nvidia co., NVDA and Advanced Micro Devices Inc. These chips, called GPUs, are the same type of chips used in high-end gaming consoles.
Digging cryptocurrencies (mines) seems to have created a nice market for NVIDIA and AMD, which attributed some $ 220 million of the past two quarters to mining demand, with a share of total revenue in total sales Below 5%. AMD chief executive Lisa Su estimates mining revenues will account for a single-digit percentage of 23% of the company's projected revenue growth this year, meaning this year's revenue is about 50 million US dollars.
Both companies, however, do not want to bet their future performance on mining demand for good reason. Crypto currency prices are volatile and changes in the underlying technology can drastically affect the economic value of mining. "Morgan Stanley Morgan Stanley's Joseph Moore said the ethernet technology is expected to change in the coming year or so and ethernet mining based on GPUs will be outdated.
However, as of Thursday, there were 26 cryptocurrencies worth more than $ 1 billion, up from just a year ago Bitcoin and Ether.2 Mitch Steves of RBC Capital Markets said that these prices soared Several of the cryptocurrencies are mined on GPUs, and the prospect of cryptocurrency may not be predictable, but cryptocurrency may persist, which is good news for the chipmakers involved in. The Wall Street Journal
4.AI generations of high-speed computing demand increased by the rise of new semiconductor materials
With the advent of artificial intelligence (AI) and big data, semiconductors continue to evolve towards efficiency, small size and low power consumption, and Applied Materials replaced the copper with a new material called "cobalt" to reduce single-digit nanometer semiconductor wires Process resistance, the conductivity of the wire better and lower power consumption, and to make the chip smaller to further promote Moore's Law can be extended to 7 nm, and even to 5 nm and 3 nm below the advanced process.
Yu Dinglu, vice president of Applied Materials Group and president of Taiwan Region, said that in the future, smart cities, smart factories, smart cars, smart planes and social networks will have a daily burst of data processing, storage and computing as well as interconnection. One hundred billion of data, one can imagine the need to propose innovative solutions to solve the problem of computing.
Yu Dinglu said that huge amounts of data bring more innovation to the cloud and terminal devices. In order to meet the demand of high-speed computing, the semiconductor manufacturing process has become more complicated. In order to maintain the high performance and keep the chip size continuously shrinking, the semiconductor materials are expected to evolve.
It is reported that when the semiconductor metal deposition process into the following 7-nanometer technology node, the link chip billions of transistor wire circuit will gradually become a technical bottleneck. The reason is that, on the one hand to expand the number of transistors on the chip, and on the one hand But also the pursuit of system integration chip package to reduce the wire and thus increase the transistor density.
However, reducing the cross-sectional area of the wire leads to a reduction in the volume of the conductive area, which results in increased resistance, which in turn hinders the best performance. The bottleneck of this hysteresis is dependent on the barrier layer and on the inner liner microforming process More innovations to improve conductive properties in narrower spaces have made it possible to replace "cobalt" with traditional copper materials.
On the other hand, when the process of the chip reaches below 10 nanometers, it is necessary to keep a very thin film in a well-controlled environment so that instead of using copper as a new material for wires and lowering the resistance, Through its metallization system, Endura platform, it is also deposited on key barriers and seed layers to promote advanced process technology.
At the same time, the system also has a multi-functional modular layout capabilities that can support up to eight process chamber to facilitate the semiconductor plant can be physical vapor deposition, chemical vapor deposition and atomic layer deposition process technology simultaneously on the same platform, the use of a single integration Program to create a complex thin film stack structure.
To sum up, the semiconductor manufacturing process is becoming more and more complicated due to the rise of big data and AI. Therefore, the innovation of material engineering is very important.It is pointed out that the company not only continued to improve the metal deposition process, but also used innovative materials to accelerate the realization of semiconductors Advanced process of efficient computing and low power consumption of the goal