1. The new iPhone mass production rhythm is likely to be disrupted. TSMC said that virus infection caused wafer shipment delay;
Episode micro-network reported on August 5
According to media reports last week, this year's new iPhone has started mass production, which is expected to be released as scheduled in September. However, the latest news shows that TSMC has been attacked by viruses or has an impact on the pace of mass production of new iPhones.
On the evening of August 3, the world's largest chip foundry company TSMC's computer was infected with a virus, affecting some computer systems and factory machines in Taiwan's factory. According to media reports, TSMC's affected part is mainly concentrated in the 7-nanometer process, including bamboo. Branches, Zhongke and Nanke have all reported disasters. The affected capacity is about 60,000 pieces, and in addition to 7 nanometers, some 12, 16 nanometer processes are also affected.
The news immediately attracted the attention of Apple's supply chain. Because Apple has already started the mass production of the new iPhone, the new 7nm A12 chip on the new iPhone is being produced by TSMC.
It is reported that TSMC officially started the production of the A12 processor in June this year. According to the current production time of the whole machine has been started in Foxconn, the current or the A12 processor in the production peak of TSMC.
Judging from the exposure information, the impact of the incident was mainly concentrated on the 7-nanometer process. In addition, TSMC is still the exclusive manufacturer of A12 processors, so the impact on the new iPhone mass production rhythm is very clear.
In TSMC's announcement today, this is also clarified from the side. TSMC said that the virus infection incident will lead to delays in wafer shipments. At present, most of TSMC's customers have received notice of relevant events. TSMC is working closely with customers. , communicate their wafer delivery schedule.
The TSMC announcement also revealed that the impact of the incident on the company's third quarter revenue was about 3%, and the impact of gross margin was about one percent. TSMC also said that it is confident that the number of wafer shipments delayed in the third quarter. It will be replenished in the fourth quarter, and the full-year outlook will continue to maintain high single-digit growth.
According to previous experience, Apple will release a new iPhone in September this year. It is reported that there are three products this year, including 5.8-inch and 6.5-inch OLED iPhone and a 6.1-inch LCD model.
Apple industry chain analyst Guo Minghao predicts that the estimated shipment of the new iPhone will reach 80-90 million units in 2018. Among them, the most optimistic 6.1-inch LCD iPhone is expected to account for 50% to 55% of the total. Proofreading / blue sky)
2. TSMC: I am confident that I will resume work across the board today and be exposed by the shocked customer list;
TSMC said yesterday (5) that as of 2 pm yesterday, 80% of the machines attacked by computer viruses in the three major factories have resumed production. It is confident that all of them will return to normal today. It is estimated that this event will impact this quarter's revenue by about 3 % (about 7.8 billion yuan), affecting gross profit margin by about 1 percentage point, but the annual revenue outlook remains unchanged.
According to sources, TSMC was invaded by computer viruses at about 5, 6 pm on Friday (2nd) and spread to three major factories at 10:00 that evening. According to the latest announcement from TSMC, about 40 hours after the incident occurred. Left and right, 80% of the machine production operations have been resumed. After the key 60-hour 'detoxification action', it is expected that all computer viruses will be eliminated, which is about one day slower than originally expected, and the impact revenue is also larger than expected.
Analysts said that due to the expansion of the actual impact, domestic and foreign institutions adjust the Taiwanese market and the annual revenue prospects are high, this year can maintain the medium-high single-digit growth, and the progress of orders from major customers such as Apple is the focus of observation, expected to open today The stock price will also be under pressure.
TSMC has previously lowered its fiscal forecast twice. According to foreign investment forecasts such as Morgan Stanley and JP Morgan Chase, TSMC’s revenue growth has dropped to 7% to 9% this year. If the virus incident affects operations, it will face a three-degree decline. This year's revenue growth is probably only flat last year.
However, the legal person also said that TSMC's 7nm technology is leading, and long-term kinetic energy is still good. If there is a short-term or even oversold situation in the short-term, it can be considered as a batch to buy.
TSMC uploaded a full-text 454-word major message at 4:46 pm yesterday. For the cause of the incident, TSMC pointed out that it was mainly due to 'the operation error of the new machine in the process of installing the software', and the virus was connected to the new machine. When TSMC's internal computer network, virus spread, but the integrity of the company's data and confidential information were not affected.
The TSMC supply key revealed that TSMC was attacked by the virus. The main operating procedure (SOP) error of the new machine installation software was caused by the Zhuke 8吋 factory and the 12吋 factory, as well as the Zhongke Fab 15 and the Nanke Fab 14 machine.
Among them, the most severely affected is Zhongke Fab 15, which is the main production center of TSMC 7 nm; the 7 nm and 12 nm processes of Nanke Fab 14 and Zhuke 12 are affected. In other words, this time Events, including Apple, Supermicro, Huida, MediaTek, Xilinx and other first-tier chip products have been affected.
TSMC stressed that it is confident that the number of wafer shipment delays in the third quarter will be replenished in the fourth quarter. The full-year outlook is in US dollars and still maintains the high single digit growth that will be released on July 19th.
According to the impact of TSMC yesterday, the virus infection incident will lead to delays in wafer shipments and increased costs, meaning that scrap silicon wafers are higher than yesterday’s corporate estimates, and TSMC announced its impact on revenue in the third quarter. About 3% of the calculation, the number of scrapped wafers exceeds 10,000. Economic Daily
3. MediaTek is also engaged in insider trading. 2 High-level pleadings are suspended.
MediaTek’s merger and acquisition in 2015, former defender Mo Huanwei’s ex-husband Zheng Jiewei bought the shares of Lixin before the merger was opened. After the news was released, he took off 470,000 yuan; Chen Wenlin, the layout engineer of MediaTek IC, also pre-empted the company. Warrants, earned 2.07 million, involving insider trading. 2 people pleaded guilty and paid back the proceeds of crime, Taipei District Court sentenced Zheng, Chen was sentenced to 1 year in October, 1 year in August, all suspended for 3 years, each required to pay 750,000 treasury , 600,000. The whole case can be appealed.
The judgment pointed out that MediaTek announced on September 8, 2015 that it had acquired Licensing, with a premium of 195 yuan per share, a premium of 4%, and acquired a 35% to 51% stake in the company. The estimated total purchase amount is nearly 30 billion. But as early as the year 9 At the beginning of the month, the market was rumored to be a rumor of mergers and acquisitions, which was denied by both parties. On the day of the announcement of the merger, MediaTek, Licensing shares rose.
In July and August 2015, Zheng Jieyi heard that MediaTek may acquire the rumor of the company. On the evening of September 3, the same day, he learned that his ex-wife, Mr. Huan Huan, who was the manager of the corporate relations department, went to Hsinchu for the merger in the morning, September 4 Japan used the employee account to purchase 207 shares of Lixin, and sold it from September 8th to 11th, making a profit of 472,500 yuan.
On August 17 and 18, 2015, Chen Wenlin asked LINE to inquire about the progress of the merger of Chen Zhiyuan, the technical director of MediaTek's strategy department. After learning the results of the case, he bought it from August 18 to September 4, 2015. The Licensing Stock Right Warrants were sold in full from September 8th to 10th, and the profit was not enough to be 2.07 million yuan.
4.Arm releases the Internet of Things management platform Pelion to integrate complex technology ecology;
In order to promote the Internet of Things strategy, IP, Kigen, Mbed OS and PSA, Arm, the Internet of Things (IoT), launched the IoT management platform Pelion, which features a unified security model and a single console to provide a highly secure and easy management platform. Claimed to be the industry's first hybrid environment for end-to-end IoT connectivity, data and management platforms.
Billions of IoT devices provide huge amounts of potential data, but Arm mentioned that most of the data is stuck in these devices, and large-scale deployment of IoT solutions needs to support the complexity of different technologies and vendors. Diversity, but so far, these are still in the vision stage. And Arm is trying to solve this dilemma through the Internet of Things management platform Pelion.
According to Arm, Pelion is the industry's first end-to-end IoT connectivity, data and management platform for mixed environments, helping organizations integrate decentralized IoT deployments and gain real business value from data. The platform is based on Arm's recent acquisition. Treasure Data and Stream technology are built to provide the flexibility, security and efficiency users need when applying IoT devices and data.
The end-to-end Pelion IoT platform focuses on security, and its unified security model is integrated into the entire lifecycle of the device and data, from the beginning of device production to the use of transmission data until the device is eliminated. In addition, facing different devices and data Source, Pelion provides a single console design that can fully connect to the IoT environment for operators to make efficient decisions based on data. The unified view feature shows all links, device usage and cost, providing simplified management and billing. Convenience.
In addition to the high-level unified information interface, users can switch to different management perspectives for different devices and links for detailed control. Pelion also uses link services to optimize data transmission for control data interfaces. Designed to be deployed in many mixed environments.
Arm mentioned that the Internet of Things management platform Pelion and Arm IoT devices IP, Kigen, Mbed OS and PSA are the industry's first solutions to securely address all IoT components such as devices and data. Pelion offers users faster. Ability to deploy, connect, and update appliances, and improve the availability and credibility of accessing IoT data. ithome
5. NVIDIA promotes social sharing of games, wants to build a business moat
With the AI chip and the Internet of Stars becoming the semiconductor star company, Nvidia still has a significant share of the game business. The first quarter financial report released on May 10 showed that GPU business revenue was 2.77 billion US dollars, which was affected by the game and data center business. The year-on-year growth was 77%, an increase of 12% from the previous quarter. E-sports, 'Jesus Survival' and AAA-level game demand are the main factors driving the growth of game GPU business.
The underlying hardware performance significantly affects the experience, but such product companies often have difficulty reaching consumers, and they need to spend a lot of effort to build a brand and ecology, and improve the user experience. In January 2013, NVIDIA launched Geforce Experience (GFE) software, which was first used in games. Optimization and graphics driver management.
Combined with the NVIDIA account system, GFE has become an important entry point for NVIDIA products to reach users. Based on NVIDIA Geforce series graphics cards and NVIDIA software technology, GFE can complete live games, screenshots, game content sharing, streaming games and other functions. July 2017, NVIDIA released GFE China Edition, which provides a variety of domestic game content optimization and strengthens Chinese social network sharing.
During ChinaJoy on August 3, 2018, Nvidia and Sina Games announced a strategic cooperation. After the new GFE upgrade, it will support the sharing of recorded video to Weibo. After the cooperation, more games UGC (user-generated content) will be generated and obtained. Sina traffic support.
For the reason of cooperation, Nvidia said that PC players and Weibo users are not young, and the user groups are highly coincident. PC players pay more attention to personalization and gaming experience, and are willing to share. GFE's support for social media has improved player sharing. Motivation for game content, currently, the global video/picture based on GFE has reached 1.5 billion.
On the other hand, Sina Weibo with game platform attributes and media attributes is an ideal channel for game content dissemination. Weibo's financial report shows that in 2017, Weibo added about 33 million active users and about 75 million monthly active users. The monthly active users reached 392 million, and the monthly new content productivity exceeded 3 billion. According to the information provided by Sina, ####################################################################################### Discuss 22,000.
An example of the surprise of Nvidia comes from "Jesus Survival", a game that suddenly exploded in 2017, driven by graphics hardware because of high hardware demand, and because of GFE's 'Highlight' feature. Become one of the games that the anchor/player is most happy to record game videos.
'We have done several screenshot contests and Highlights video contests on the Weibo platform, and collected a lot of high-quality player works. It also enhances the stickiness between the game company and the players through technology. ' A NVIDIA employee told the interface reporter. Through the hardware Advantages and software support, improve the gaming experience, enhance product appeal, GFE, which is exclusive to NVIDIA graphics cards, is building NVIDIA's game business 'Moats'.
It's not hard to understand that through software and hardware integration and social sharing support, NVIDIA is committed to making the 'N card suitable for playing games' user positioning more authentic. This is also a way to expand the gap with competitors, in the graphics card market, Although the old rival AMD tried to narrow the gap, there are still many gaps in the supporting software.