Semiconductor event of the week
author: Shenzhen Feizhao Microelectronics
2023-05-09
On May 5, Kyung Kye-hyun, president of Samsung's semiconductor business, said, "Our foundry technology is one or two years behind that of Taiwan Semiconductor. However, once TSMC joins the competition in 2nm technology, Samsung will be in the lead, and in five years, we can overtake TSMC." "Samsung's 4nm technology is two years behind Taiwan Semiconductor, while our 3nm technology is about a year behind," Mr Kye-hyun said. But that will change when TSMC enters the 2nm process."
[Event 2] May 5, Recently, StMicro announced the first quarter financial results, net revenue of $4.25 billion, up 19.8% year on year; Gross profit was $2.11 billion, up 27.5% year-over-year; Gross margin was 49.7%, an increase of 300 basis points over the same period last year; Operating profit increased 36.9% year-over-year to $1.20 billion; Operating margin improved to 28.3% from 24.7% in the same period last year; Net profit of $1.04 billion, up 39.8% year on year; Diluted earnings per share of $1.10.
CCTV: John Neufel, president and CEO of the Semiconductor Industry Association of the United States, said in an interview with Bloomberg that China is the largest market for US semiconductors. Despite the US government's so-called "national security" concerns, US semiconductor companies cannot afford to be absent from the Chinese market. What is China's comment?
China is the world's largest semiconductor market. It is in no one's interest to "decouple" China and artificially disrupt the market.
[Event 4] May 4, Researchers at the University of Edinburgh have developed an electronic skin that mimics human touch, foreign media reported. The electronic skin is made from a variety of materials, including silicon, using liquid metal to create microchannels that transmit reactions from different electrode sensors to a processor. The processor controls the collection of signals from the electronic skin, then encodes them and extracts useful information about body movements for transmission to a computer. In addition, the "e-skin" can use machine learning to gain 3D perception and movement information.
May 3, May 3 - Because the cost of making chips at its U.S. wafer plants is much higher than in Taiwan, Taiwan Semiconductor is preparing to pass on these additional costs to its customers, according to a report in DigiTimes. Of those, the contract manufacturing prices for TSMC's U.S. fabs are likely to be 30 percent higher than those for Taiwanese fabs, meaning that its U.S. customers will have to pay 30 percent more for U.S.-made chips.
Apple had planned to launch new MacBooks and ipads with M3 chips this year, but the delivery of the M3 chips has been pushed back to next year due to a lack of production capacity for Taiwan Semiconductor's 3nm process, according to an update on May 2. Because TSMC encountered some technical difficulties with the 3nm process, the production was not up to standard and could not meet Apple's demand. According to Revegnus, a Twitter Revegnus, Apple has decided to delay the launch of the M3 chip until next year, meaning there won't be any new Macs or ipads this year.
On April 28, foreign media reported that components distributor RS Group would buy Distrelec BV, a European industrial electronics distributor, from private equity firm Aurelius Group for 365 million euros (2.78 billion yuan). Distrelec, based in Manchester, UK, is Europe's leading B2B distributor of electronic and technology components, employs about 400 people and last year made an operating profit of €34m on revenues of €270m. In addition to key markets such as Switzerland, Germany and Sweden, Distrelec also has an active sales team and a strong presence in 19 European countries. Its product range includes maintenance, repair and operations (MRO) components for B2B customers.
[Event 2] May 5, Recently, StMicro announced the first quarter financial results, net revenue of $4.25 billion, up 19.8% year on year; Gross profit was $2.11 billion, up 27.5% year-over-year; Gross margin was 49.7%, an increase of 300 basis points over the same period last year; Operating profit increased 36.9% year-over-year to $1.20 billion; Operating margin improved to 28.3% from 24.7% in the same period last year; Net profit of $1.04 billion, up 39.8% year on year; Diluted earnings per share of $1.10.
CCTV: John Neufel, president and CEO of the Semiconductor Industry Association of the United States, said in an interview with Bloomberg that China is the largest market for US semiconductors. Despite the US government's so-called "national security" concerns, US semiconductor companies cannot afford to be absent from the Chinese market. What is China's comment?
China is the world's largest semiconductor market. It is in no one's interest to "decouple" China and artificially disrupt the market.
[Event 4] May 4, Researchers at the University of Edinburgh have developed an electronic skin that mimics human touch, foreign media reported. The electronic skin is made from a variety of materials, including silicon, using liquid metal to create microchannels that transmit reactions from different electrode sensors to a processor. The processor controls the collection of signals from the electronic skin, then encodes them and extracts useful information about body movements for transmission to a computer. In addition, the "e-skin" can use machine learning to gain 3D perception and movement information.
May 3, May 3 - Because the cost of making chips at its U.S. wafer plants is much higher than in Taiwan, Taiwan Semiconductor is preparing to pass on these additional costs to its customers, according to a report in DigiTimes. Of those, the contract manufacturing prices for TSMC's U.S. fabs are likely to be 30 percent higher than those for Taiwanese fabs, meaning that its U.S. customers will have to pay 30 percent more for U.S.-made chips.
Apple had planned to launch new MacBooks and ipads with M3 chips this year, but the delivery of the M3 chips has been pushed back to next year due to a lack of production capacity for Taiwan Semiconductor's 3nm process, according to an update on May 2. Because TSMC encountered some technical difficulties with the 3nm process, the production was not up to standard and could not meet Apple's demand. According to Revegnus, a Twitter Revegnus, Apple has decided to delay the launch of the M3 chip until next year, meaning there won't be any new Macs or ipads this year.
On April 28, foreign media reported that components distributor RS Group would buy Distrelec BV, a European industrial electronics distributor, from private equity firm Aurelius Group for 365 million euros (2.78 billion yuan). Distrelec, based in Manchester, UK, is Europe's leading B2B distributor of electronic and technology components, employs about 400 people and last year made an operating profit of €34m on revenues of €270m. In addition to key markets such as Switzerland, Germany and Sweden, Distrelec also has an active sales team and a strong presence in 19 European countries. Its product range includes maintenance, repair and operations (MRO) components for B2B customers.
