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A major event of the week

2023-07-04

Latest company news about A major event of the week

                                         A major event of the week

1. Netherlands Upgrades Semiconductor Export Controls, Ministry of Commerce: China firmly opposes
2. Omdia: The semiconductor market has set a record for 5 consecutive quarters of decline
3. Samsung's second quarter profit may plummet by 99% due to the drag of its chip business
4. Industry insiders: TSMC's 2nm quotation may approach $25000
5. Rumor has it that Intel will expand its price war in the third quarter, and AMD will reduce prices to respond

 

                                                       Industry Trends and Prospects

Netherlands Upgrades Semiconductor Export Controls, Ministry of Commerce: China firmly opposes

 

   It is reported that the Netherlands has announced new export control measures that will restrict more ASML chip manufacturing equipment from being shipped to China. The new export control regulations will force ASML to apply for an export license when exporting some advanced deep ultraviolet lithography (DUV) systems.


  A spokesperson for the Ministry of Commerce stated that China has taken note of the relevant reports. In recent months, China and the Netherlands have conducted multi-level and multi-frequency communication and consultation on semiconductor export control issues. However, the Dutch side ultimately managed the relevant semiconductor equipment, and the Chinese side expressed dissatisfaction with this.

 

             TSMC's US factories lack a supply chain, and the US expands subsidies for subsidized materials and equipment suppliers

 

  According to the Wall Street Journal, the United States Department of Commerce announced that it would expand the implementation of the "Chip Act" subsidy, which was originally only for those who built new wafer factories in the United States, but now it is relaxed to include chemical, material, semiconductor equipment and other supply chain manufacturers.

 

                                                    Nvidia: US Industry Will Lose Opportunities Forever

 

  According to two insiders quoted by US media, the United States is considering further tightening export controls on artificial intelligence (AI) chips to China. In response, Colette Kress, chief financial officer of Nvidia, said: "In the long run, if the restrictions on the sale of data center graphics processing units to China are implemented, the opportunity for the US industry to compete and lead in one of the world's largest markets (China) will be permanently lost, and our future business and financial performance will be affected.

 

  Institution: Global semiconductor capital expenditure will decrease by 14% year-on-year in 2023, with a 19% decrease in storage category

 

  Semiconductor Intelligence, a well-known semiconductor analysis agency, analyzed the total capital investment of global semiconductor in 2023. The overall forecast of the institution is that capital expenditure will decrease by 14% in 2023. The largest reduction was made by storage companies, with a decrease of 19%.

  

             Omdia: The semiconductor market has set a record for 5 consecutive quarters of decline

 

  Omdia's new research shows that semiconductor market revenue declined for the fifth consecutive quarter in the first quarter of 2023. This is the longest recorded period of decline since Omdia began tracking the market in 2002. The revenue for the first quarter of 2023 closed at $12.05 billion, a decrease of 9% compared to the fourth quarter of 2022.

 

              TrendForce: Driven by demand for AI and HPC, it is estimated that the demand for HBM capacity will increase by nearly 60% in 2023 simultaneously

 

  According to TrendForce consulting research, high-end AI server GPUs equipped with HBM (High Bandwidth Memory) have become mainstream. It is estimated that the global demand for HBM will increase by nearly 60% year-on-year in 2023, reaching 290 million GB, and will grow by another 30% in 2024.

 

             The performance of Semiconductor industry is weak, and South Korea has revised down the forecast value of economic growth rate in 2023

 

  According to Yonhap News Agency, in order to reflect the impact of the weak performance of the Semiconductor industry this year, the Korean government will revise the economic growth rate forecast for 2023 from the original 1.6% to 1.4% -1.5%.

 

           Da Mo: Mature process growth is weak, with estimated revenue growth of 0-5% in the third quarter

 

   Morgan Stanley Securities released the report "The third quarter momentum of the mature process wafer foundries is still sluggish", which shows that the growth of the mature process wafer foundries is still weak, and they still have to face the pressure of low pricing and capacity utilization. The third quarter revenue is estimated to grow only 0-5% compared with the previous quarter.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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