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1, Toshiba and other manufacturers have announced the expansion of NAND flash production capacity, 2019 market fear oversupply;
Set of micro-network news, Toshiba and the west in 2017 years after lengthy legal proceedings and joint venture disputes, has reached a settlement on December 13, 2017, the two sides extend joint venture to 2029, and ensure that the West in the FAB6 can participate in investment, continue to 3d-nand in the 96-storey flash competition tickets . Toshiba announced the Fab 7 project on December 21, and the Dramexchange Semiconductor Research Center said that with Toshiba, Samsung, Intel, the Yangtze storage and so on will expand NAND flash capacity, the impact on NAND flash industry will become apparent in 2019, And make the whole industry is expected to present oversupply situation.
Dramexchange pointed out that Toshiba Fab 7 is different from the previous plant concentrated in the city of 4th, the site is located in Yanshou County North listed, the plant input volume production of the time will fall in the second half of 2019, the main production of more than 96 layers of 3d-nand Flash, The timing of the real impact on overall output falls in 2020.
In addition to the Yangtze storage, the other companies are not too much investment, including the expansion of the two phase of the Dalian plant, in response to the strong demand for server SSD, the goal is to increase the 3d-nand flash capacity by the end of 2018. In addition, Samsung will expand the XI ' an plant two, continue to magnify the production of 3d-nand Flash in China Energy. SK Rexroth will be in South Korea Cheongju plant Another new plant M15, also to put into production more than 96 layers 3d-nand Flash as the target, is expected to officially enter the operation in 2019.
Dramexchange analysis points out that, based on the various suppliers are in 3d-nand Flash specific new production capacity, after 2019 3d-nand Flash market is expected to re-enter the pattern of supply, and 2d-nand Flash is due to the supplier succession, Only maintain a low proportion of continued production and focus on the requirements of the industry, so 2d-nand flash market trend will be decoupled from 3d-nand Flash, gradually into a niche market.
2, Chilipi and the United States Lei accelerated among the top 3 inductance factory;
Chilipi intends to make a share conversion by issuing new shares to gain 100% stake in the United States, each of which can achieve a total of NT $9 billion, with a market share of more than 10%, and accelerate towards the top 3 of the global inductive market.
Chilipi afternoon to hold a corporate note will show that the new through the issuance of shares in the conversion method to obtain the United States Lei 100% equity.
Chilipi operating Long Guo Yao pointed out that the United States lei into the new group, odd force new to do industry integrator, to play the World Cup, the world's top 3 inductor components market.
Through the issuance of shares to the United States, Guo Yao pointed out that this represents the new Kellett can accelerate the standard time, originally expected to reach the global inductance in 2019 before the 3, after joining the United States Lei, the new ability to accelerate the relevant time.
Guo Yao pointed out that the new Qi-li Lei, revenue scale close to NT $9 billion, in the global inductance market share can reach 10%, revenue can be increased by 50%, officially into the leading group, with the top 3 major inductance manufacturers leading group Gap narrowing, in the foreseeable time, to reach the world's top 3.
Legal person said that the current global inductance market size of NT $85 billion, including Japanese Manufacturers village Field Production Institute (MURATA), TDK, solar induced electricity (Taiyo Yuden) ranked top 3, to the global inductance market scale among the top 3, more than 10% The scale of the listing rate is the key.
Chilipi Meile held a major message on the stock exchange and the cabinet-buying center this afternoon, stating that parity's new shares were converted to 100% per cent of the US lei.
The exchange rate is CHILIPI with 0.73 shares per common shares of the United States Lei common stock 1 shares, CHILIPI will increase the issuance of new shares of about 68.23 million shares to the United States Lei shareholders, the two sides are expected to convene March 1 this year shareholders provisional discussion of the case, tentatively July 1 for the conversion of the base date.
After the conversion of the shares, the United States Lei will become the new 100% shareholding subsidiaries, in the stock conversion base date termination of the cabinet, the follow-up will be revoked public offerings. Central Society
3, Samsung Semiconductor sales will reach the top of Intel lost 25 years of leading opportunities;
Intel is expected to be seized by Samsung Electronics in 2017, according to the 24 global semiconductor company's annual sales lead, which means Intel will not be able to reach the past Texas Instruments (TI) The record for 25 consecutive years according to the Global semiconductor enterprise annual sales leader. At the same time, the recent Samsung outbound because of manipulating memory chip prices by the mainland National Development and Reform Commission to find ' communication ', although not sure whether the NDRC will be a huge fine for Samsung, but the outside analysis, in the mainland and other storage competition manufacturers have opened up, Price increases have been more than 1 years of memory chip prices in the future may be reduced, but only time and sooner. According to media reports such as the Nikkei (Nikkei) Chinese Network and Electronics Weekly, Samsung 2017 1 ~ September Semiconductor sales amounted to 49.2 billion U.S. dollars, an annual increase of 46%, exceeding Intel's 45.7 billion dollar sales in the same period, with an annual increase of 6% performance, This suggests that Samsung has benefited from the global market's strong demand for memory chips, pushing up the price of DRAM and NAND flash, leading to a surge in sales of Samsung's semiconductor business. Even with the risk of currency factors, it is expected that the 2017 Samsung semiconductor sales exceed Intel's expected certainty. Intel's semiconductor revenues come mainly from the PC market, but as global PC markets continue to weaken, Intel semiconductor sales are no longer seen in the past. Samsung, currently continues to expand the semiconductor foundry business, for semiconductor production equipment and research and development also invested heavily, and has a high yield, semiconductor revenue mainly depends on memory chip sales, although expected future memory chip demand will continue to rise, but if the 2018 saw more manufacturers increase production, Or Samsung faces pressure from the mainland government, which could lead to price declines or greater volatility. DRAM and NAND flash prices have been rising since the 4th quarter of 2016, this led to the mainland mobile phone and PC manufacturers affected by the price rise, such as mobile phone manufacturers to raise the price of smart phone products, millet technology (Xiaomi) The price of a red rice mobile phone to increase the value of 100 yuan should be a case . Given that Samsung and SK Hynix have previously said that the DRAM price will continue to rise in the 1th quarter of 2018, plus DRAM and NAND flash prices have been rising since the end of 2016, based on Samsung, SK Rexroth, Mei Guang (micron) In the past, such as memory manufacturers have a joint control of memory prices cases, Samsung and the United States Department of Justice fines, now reported by the Mainland Development Commission interviewed also do not make the outside world accident. Germany, which has set a record for 25 consecutive years of sales for the world's semiconductor companies in 1959-1984 years, is likely to be unable to meet the record, and it is worth observing whether Samsung can write or even surpass it. Intel was in 1993 to squeeze the Boon Jubilee (NEC) to the global semiconductor manufacturers sales. Digitimes
4, the Intel processor exposes significant security vulnerability fixes that can also affect performance; A fundamental design flaw in Intel's processor chips has forced Windows to require a massive redesign of the Linux kernel to address chip-level vulnerabilities, according to the Register of Technology website, Beijing time, January 3.
Intel processors
Currently, programmers are racing against the virtual storage System of the Linux open source kernel. Meanwhile, Microsoft is expected to make the necessary adjustments to the Windows system in a patch released next Tuesday. These adjustments were pushed to the Windows insider internal testers last November and December.
The trouble is that Windows, Linux system updates will affect the performance of Intel products. This impact is being evaluated, but is expected to cause the Intel chip speed to slow 5% to 30%, depending on the task type and processor model. Intel's recently launched processor supports process context identifiers (PCID) and other features to mitigate the impact of performance.
Similar systems, such as Apple's 64-bit OS, need to be updated as the flaw lies in Intel's x86 chip. Also, micro-code updates do not seem to solve the problem. It must be repaired at the system level, or purchased with a new processor with no design flaws.
Details of Intel's processor vulnerabilities have not yet been announced, but are expected to be disclosed early this month and may catch up with Microsoft's release of the patch next Tuesday. In fact, the Linux kernel patches have been allowed to be viewed by everyone, but comments on the source code have been modified to blur the issue. Phoenix Technology
5, 2017 Super Memory cycle 2018 fear no longer see;
Global memory chip market in 2017 ushered in a good year, mainly benefiting from the smartphone and enterprise servers and other terminal markets for DRAM and NAND flash chip demand for continued robust growth, it also allows Samsung Electronics (Samsung Electronics) and SK Rexroth (SK Hynix) and other global memory chip manufacturers in 2017 operating performance significantly benefited, but market analysts expect that in 2018, Samsung, SK Rexroth and other manufacturers of its semiconductor business may not appear 2017 years prosperity, is expected to only moderate growth trend. According to the Korea Times, market analysts point out that the ' super memory Cycle ', which appears in 2017, is unlikely to last until 2018, when the main reason is that memory chip prices have peaked, but demand for memory chips from smartphones is still expected to stall. South Korea's KB Securities analyst said the price of the DRAM-driven Samsung memory chip could continue to rise in 2018 years, but growth would not be 2017 years, especially as mobile devices and PCs demand for NAND chips will weaken by 2018. Analysts also pointed out that the competitiveness of mainland chip manufacturers continued to rise, the long-term burden on Samsung, most of the mainland memory chip manufacturers since the 2nd quarter of 2018 will start production, even if the mainland memory manufacturers in the production of semiconductors still have not enough experience, but the mainland government is actively pushing into the chip business, In the long run this poses a threat to existing memory chip suppliers. Korea Investment & Nomura analyst also said that the 2018 memory chip price will only moderate growth due to weak demand for memory chips in the smartphone and server markets, while mainland smartphone makers are slowing shipments, Also become another depressing memory chip industry growth trend of the main reason. Strategy Analytics, a market-research firm, estimates that smartphone shipments will fall 4.3% from 2016 in the 4th quarter of 2017, which means weaker demand for smartphones and memory chips. It is noteworthy that, recently, the National Development and Reform Commission for the mainland smartphone manufacturers, accusing Samsung and SK Rexroth jointly raise storage prices, to find Samsung to ' communicate ', because it is very rare, whether for the NDRC to the storage price rise will be worth the survey But it also reflects a 2017-year memory chip price rise, which is a price rise for China, the world's largest producer of electronics and consumer markets, but is under pressure to say little about the situation. But the surge in memory prices, which has lasted 1.5, has indeed created an increasing flow of cash for Samsung, the SK Heidelberg and other memory vendors. Digitimes
6, the tide of intelligence is not back 2018 Ai Tao;
If the 2017 is the first year of artificial intelligence (AI) development, then in the new 2018, artificial intelligence will begin to step out of the laboratory, into more practical technical fields and applications. With the advent of artificial intelligence technology into the chip products, it is expected that 2018 will be artificial intelligence airing year ...
2017 semiconductor industry has a good development, the market boom for many manufacturers are still satisfied. 2018 the New Year, the development of the entire semiconductor technology industry will be how? What are the key technologies in the market? How should the operators lay out the market for the coming year? Here are one by one ways.
If you look at the whole industry, Gartner lists the top ten technological trends of the 2018, including artificial intelligence (AI), intelligent applications and analytics, smart objects, digital avatar, from cloud to edge computing, conversational platforms, immersive experiences, block chains, event-driven, and ongoing adaptation risks and trusts. .
Liang, a senior partner at Gartner's Greater China region, said the top ten technology trends may be a bit similar to the 2017 forecasts, but it also represents the growing sophistication of each technology, further impacting industry trends and people's lives, and becoming a key technology in the 2018.
Ai influence not only deeply will fill the life around
The top ten technical trends presented by Gartner are in fact closely related to the smart digital grid (Intelligent Digital mesh). Liang explained that the intelligent part is undoubtedly artificial intelligence, 2017 industry sees it as the year of Artificial intelligence development, in 2018 years, Gartner believes that artificial intelligence will enter the field of practical technology, into usable technical results, and no longer in the laboratory research technology, 2018 will be the year of artificial intelligence airing.
So in 2018, AI will go into the chip product, that is, ' ai on Chip '. For example, the technology industry has begun to have a greater interest in the use of the server based on the graphics processor (gup); Google for its own server center research and Development to create exclusive chip tensor 處理 Units (TPU); Microsoft (Microsoft) releases project brainwave based on FPGA low latency depth learning cloud platform; intel® Nervana chip developed for machine learning; Nvidia's graphics processor (GPU) and AI chips are constantly being made up. Qualcomm (QUALCOMM) to launch the neural network (neural receptacle) dedicated chip; IBM developed the first brain chip TrueNorth and the Neuron adaptive processor spiking for brain chip unsupervised learning, as well as Cerebras, a new venture, GROQ is expected to launch AI chips in 2018.
Liang believes that artificial intelligence has begun to ' prove ' its future impact to the public or the technology industry to a far-reaching extent, to attract it or chip ' old ' and new companies to actively launch AI-related chip products. AI, for example, will create new applications in the ' User Experience ' area in 2018, that is, the new user experience that was brought out by Apple's iphone x in 2017, and will then enhance the user data analysis process through artificial intelligence to reduce blind spots, and the ability to increase specific aspects of the analysis, to bring users a new, different use of the past experience, and artificial intelligence can help service providers to provide more customer needs, better application services.
Moreover, the 2018 artificial intelligence mainstream application will appear, especially with the ' safety ' related application. As artificial intelligence needs to collect more and more data as the basis of its depth analysis, artificial intelligence need not only protect data security; More must have the ability to guard against and to find out false or false information, lest the analysis result error.
Not only that, another focus of the 2018 development of artificial intelligence is the interaction between people and artificial intelligence. Liang explained that at this stage, people still have doubts about artificial intelligence, especially whether artificial intelligence will replace artificial this point, in fact, if people or enterprises really understand ' using ' artificial intelligence, not only will not be replaced, but also can accept 1+1 greater than 3 of the comprehensive effect.
In other words, from now until 2019, artificial intelligence will replace the number of jobs that it creates; By the year 2020, however, Gartner predicted that the job opportunities created by AI would be enough to compensate for the number of replacements. Moreover, artificial intelligence will improve the productivity of many jobs, and if used skillfully, it can enrich people's employment life, reconstruct old jobs and create new industries.
The Institute of Industrial Intelligence (MIC) in the 2018, the ten ICT industry trends, there are several related to artificial intelligence. Hong Chunhui, Director of the mic industry, said that the development of the 2018 ten key trends in fact around the intelligent, open, service and integration of the four directions, including the development of intelligent industry, the development of artificial intelligence has a profound relationship.
2018 AI will be able to get rid of the 2017 can not analyze the plight of the number of data, enhance the algorithm ability, will promote voice, image identification and other technology breakthroughs, will further increase the additional value of intelligent terminals, open up more intelligent applications. Retail services can also benefit from the evolution of artificial intelligence, analysis to store guest attributes, to develop more in line with customer demand for services, will also be driven with audio-visual and sensing of intelligent terminal equipment needs increase.
In addition, artificial intelligence technology can make the investment and defense system more complete. Hong Chunhui that, from the system outside the analysis of intelligence, endpoint behavior anomaly analysis, identity authentication using artificial intelligence to strengthen the ability, will be able to create more efficient, more immediate protection of the capital. And with the rapid increase in the number of things networking (IoT) equipment, the development of artificial intelligence applied to system and product end will become the main pushing hands for the artificial intelligence of the system.
How to seize business opportunities?
According to Gartner's estimate, by 2020 the depth of neural network (DNN) and machine learning applications will create 10 billion of dollars in market opportunities for semiconductor suppliers, artificial intelligence and machine learning will gradually permeate everything, become the next 5 years the main battlefield of technology manufacturers.
And how should the Enterprise Master Artificial Intelligence in 2018 years or even in the next few years the huge business opportunities derived? Liang said that with digital avatar, intelligent Internet agent, block chain, mature artificial intelligence, such as the intelligent digital grid, derived from the new business solutions will be more real than ever before, whether High-tech industry or end users should not be overlooked. Over the next year, more practical applications and solutions will emerge.
Gartner believes that companies in the 2017 have witnessed and felt the maturity of artificial intelligence, Internet of things and block chains, and the continued innovation of the artificial intelligence based business model and its solutions, so the global CIO's business will return to the breakthrough innovation led by smart tools and apps. All High-tech industries should begin to face at this stage, planning and adopting artificial intelligence technology, clearly defining the ' intelligent ' context and the impact of the business level is more critical. Until at least 2020, the main battleground for technology makers will be to build systems that can learn, adapt and even act autonomously.
Semiconductor/electronics industry should be locked in the direction
Artificial intelligence in 2018 years or even in the next few years boom seems to be not interrupted, the general enterprise in addition to starting from their own internal introduction of artificial intelligence, but also should start to use artificial intelligence to create more close to the consumer service. Gartner predicts that by 2022, there will be more than 80% artificial intelligence components built into the Internet project, which is a big growth from less than 10% in 2017. and semiconductor manufacturers how to grasp the business opportunities of artificial intelligence?
Gartner Research director Zheng Yajun said that Gartner's top ten technology trends technology has been able to cut into the semiconductor industry, which in response to the popularity of artificial intelligence, the future computing architecture will be a great change, and artificial intelligence and the Internet will be further integration. More advanced computing architectures will also facilitate the emergence of heterogeneous operations (heterogeneous computing) architecture, persistent memory (persistent memory), increased demand for solid-state drives (SSD), flash memory Array (AFA) As a solid-state array (SSA), efficient network is imperative, and more high-density packaging technology is more important, so semiconductor manufacturers can be from the above points, the introduction of appropriate products or new technologies.
Zhou, a consultant and deputy director of the mic industry, pointed out that artificial intelligence will accelerate the development of intelligent objects has become a trend, the future of semiconductor industry will not only be dedicated to artificial intelligence chip research and development, intelligent objects also have artificial intelligence inference and training capabilities, so a variety of ASIC, such as speech recognition ASIC Image processing ASIC, motion control ASIC ... etc, will flourish, assist and share the central processing unit (CPU) or GPU workload, but also in accordance with the needs of application terminals, to create exclusive products.
More importantly, from the IC design, the addition of digital twins (digital twin) thinking, not only in response to the artificial intelligence of the computing architecture changes, but also to further save costs. This is also the future of Taiwan's semiconductor industry in the development of IC products, need to think more about the part.
On the other hand, the combination of artificial intelligence and Internet of things will also create the appearance of many intelligent objects. Smart objects are physical objects that perform tasks in a fixed programming model and use AI to make more advanced behavior, while interacting with the environment and humans in a more natural way. Artificial intelligence is driving the technological advances of new intelligent objects such as self-driving cars, robots and drones, as well as the consumer and industrial systems of many existing object enhancements, such as connectivity networking.
Zheng Yajun into the reminder that the future of smart objects such as the indispensable intelligent mobile phones, will be built within the natural user interface (NUI), and even smarter than the user, so the phone's internal chip architecture will also be different. For example, relying on only one main CPU for natural user interface and artificial intelligence, or other parts of the operation, will be stretched, it is necessary to build another coordinated processor (co-processor). In addition, the integration of natural user interface of Smart objects also need to combine more sensors, the semiconductor industry should also consider how to further reduce the main processor power consumption and unit overall power consumption.
Zhou says natural user interfaces include natural language, face, Iris ... Identification, the future of these human physiological characteristics of the identification technology will be more accurate due to the progress of artificial intelligence. and to implement the natural user interface on smart objects, in addition to sensors, microphone array, audio or video processor, camera ... And so on, can bring new business opportunities for semiconductor manufacturers.
Memory Market Powerful Roll
Artificial intelligence is a great way to derive the cloud services, data centers, computing architecture, intelligent objects ... And so on, in addition to the main processor or sensor, the special ASIC, the development of memory is quite noteworthy. Zhou believes that the key to the future development of memory products will be high-frequency and wide data storage and transmission capabilities. Among them, due to the secondary memory such as reluctance type random access memory (MRAM), Variable resistor memory (RRAM) has high transmission efficiency and low latency characteristics, can meet the intelligent application of high capacity and high frequency wide demand, even if the price is slightly higher, but some artificial intelligence or Internet applications for the cost less sensitive, Therefore, it takes the first time to adopt the secondary generation memory and push up the demand of generation memory.
According to the Fund's mic, the current sub-generation memory accounts for only 0.15% of total memory shipments, estimated to grow to 3% by 2020, and the 2015-2021-year secondary memory CAGR will reach 139.8%. Zhou pointed out that the future application market for the memory process of miniaturization and performance requirements continue to improve, such as the need for high-speed embedded storage vehicles, Internet products need low power embedded memory, visible embedded memory research and development for memory providers will be 2018 or future important. For embedded storage needs, the wafer foundry and packaging industry, including Samsung (Samsung), TSMC (TSMC) has also begun to develop Emram and Erram technology.
In the memory market trend, Huang Yuxuan, a dramexchange research manager, said that smart phones have always been the largest category of memory shipments from applications, because mobile phones are smarter than people to import artificial intelligence, or to display 4 K or 8K image quality, or to perform other emerging applications, The performance of the application processor will continue to increase, directly to the memory capacity needs to be increased. This has also allowed DRAM to increase by more than 40% in 2017, and the price of DRAM in 2018 will still climb upwards, presenting ' no highest, only higher ' situation.
Memory needs can not be ignored a black horse is the server. Huang Yuxuan believes that the artificial intelligence technology in the mobile phone must be combined with the cloud, at this time it is very necessary to support the real-time operation of the server, the entire architecture complement each other, in order to provide users with the best service or function. At present, intelligent mobile phone built-in memory mainstream capacity of 8G, but 2018 server memory capacity is expected to see 10G, and no capacity limit, estimated 5 years later, will surpass the smart phone to become DRAM using the highest volume of devices.
Dramexchange analyst Liu Jiahao said that the main driving force for the server's rising memory demand is from the cloud, data center, Internet data stream and Enterprise Server room for server efficiency. Where the data center is built to account for the largest number of server requirements, this is because the amount of data needed to be transferred and processed in the future is increasing, and the data center needs more and more servers with a single workload and efficient computing to handle large volumes of data and more applications.
Server market should not be overlooked
Smart phones, the personal computer (PC) performance in 2018 will be about 2017 ' almost ', but servers can be a target market for the industry. Liu Jiahao that, in addition to the above mentioned demand surface, ARM camp processor actively into the server market, you can see that the server for the semiconductor industry will be the future of important business opportunities, Taiwan's server generation industry in this piece has been stuck to a good position, but still be cautious and careful to deal with market changes.
In the part of the server-critical processor components, Liu Jiahao points out that the X86 architecture is still the market mainstream, with 2017 Intel (Intel) and AMD in the server processor city accounted for nearly 100%, 2018 is still the case, only Intel and AMD their respective market share.
In addition, the server Master processor platform architecture changes slightly. such as the GPU has begun to enter the server main processor market, providing the effect of accelerated operation; Google uses the server chip built-in ASIC, but because the ASIC can not be adjusted, so intel on its own server platform will be equipped with FPGA, the future server main processor built chip FPGA will be beyond the ASIC.
Industry consolidation and will continue to
Finally, Hongchunhui said that no matter how the semiconductor or ICT industry was affected by AI issues in the 2018, it was moving towards intelligence, and continued industrial consolidation in recent years would still occur again in 2018. For example, at the end of 2017, the most high-profile Bo Tong (Broadcom) to buy Qualcomm News, although the two sides ' condition ' has not been discussed, eventually in 2018 whether really happen, still to be observed.
In addition, in addition to the integration of the chip industry, service providers or telecom operators are also in the direction of industry centralization, the effect of the subsequent occurrence of the merger is also the Taiwan ICT or semiconductor industry should pay attention to. Hongchunhui believes that if Bo Tong successfully bought and Qualcomm, will occupy most of the Netcom chip market, but the Taiwan IC design industry may still benefit from customer transfer benefits, and there are good opportunities for development. Eettaiwan