Thursday, December 2, 2021

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Industry News
World wide notebook shipment projected to be 240 million units 9/30/2021
Factors such as a wave of replacement demand for commercial notebooks in Europe and North America due to the return to physical workplaces, as well as brands’ aggressive efforts to rush out their 4Q21 shipments ahead of time due to global port congestions, became the primary drivers of notebook demand in 3Q21. Hence, annual notebook shipment for 2021 will likely reach 240 million units, a 16.4% year-on-year increase.
Volkswagen Group to build battery system pant in China 9/29/2021
Initial annual capacity will be 150,000 to 180,000 high-voltage battery systems for Volkswagen Anhui’s all-electric vehicles based on the Group’s Modular Electric Drive Toolkit.
Company to set up 10,000 EV charging stations in India 9/29/2021
The new move has been announced under Hero Electric’s partnership with the Delhi-based EV charging solutions start-up Massive Mobility. The company also said that its new set up will be available for use by all EV owners and will thus help standardization between manufacturers.
Robust foundry growth to reach 23% this year 9/29/2021
Growth is forecast to lift total foundry sales to $107.2 billion in 2021, a 23% increase that would match the record growth rate set in 2017.
Showa Denko signs contract to supply SiC epitaxial wafers for power semiconductors to Toshiba 9/29/2021
Toshiba has been developing and commercializing various kinds of SiC-based power devices including inverters for railcars, while adopting SiC epi-wafers manufactured by SDK as main material for SiC-based schottky barrier diode (SiC SBD) and SiC-based metal-oxide-semiconductor field-effect transistor (SiC MOSFET).
Apple’s iPhone 14 chip may be fabricated on 3D wafer process 9/28/2021
TSMC will launch the 3D Fabric packaging platform to coincide with the firm’s new 3nm processors, per reports.
Intel is looking for U.S. site to host 8 new fabs 9/28/2021
“As the only U.S.-based leading-edge chipmaker, we are committed to building on this long-term investment and helping the United States regain semiconductor leadership,” said Gelsinger.
Federal Reserve Chairman speaks on chip shortage 9/28/2021
Powell said "These constraints are particularly acute in the motor vehicle industry, where the worldwide shortage of semiconductors has sharply curtailed production."
Elon Musk: "New semiconductor plants that are planned or under construction should be sufficient ." 9/28/2021
"There's a lot of chip fabrication plants that are being built," "I think we will have good capacity for providing chips by next year,"
Talent deficit adds trouble to the semiconductor shortage 9/27/2021
Four in five companies surveyed had difficulty finding the skilled labor they needed to improve production, and fully half of respondents reported "extreme difficulty."
Tesla contracated Samsung to fabricate its auto chips 9/27/2021
Samsung will manufacture Tesla Inc.’s next-generation hardware 4 (HW 4.0) chip for the top US electric carmaker’s fully autonomous driving technology. According to multiple industry sources on Thursday, Samsung is certain to beat bigger foundry rival Taiwan Semiconductor Manufacturing Co. (TSMC) to win the contract.
IDC predicts semiconductor overcapacity in 2023 9/27/2021
IDC expect to see normalization and balance by the middle of 2022, with a potential for overcapacity in 2023 as larger scale capacity expansions begin to come online towards the end of 2022.
Nokia supports the FP5 processor with energy efficiency, network security and, performance 9/27/2021
The FP5 will support for high density 800GE routing interfaces with a claimed 75% reduction in power consumption and the latest embedded line rate, flow-based encryption capabilities.
Foxconn to establish EV manufacturing in Thailand 9/24/2021
The local automotive industry’s transition to modern EV technology will be strengthened with Foxconn’s innovation in production and development of the EV platform together with PTT Group’s knowledge in Thai business operation, allowing the country’s manufacturing industry and economy to grow and increasing the country’s stance among international competitors.
White House is moving its attention to auto IC shortages 9/24/2021
Secretary of Commerce Gina Raimondo, who along with Brian Deese, director of the National Economic Council, met on Thursday with semiconductor industry participants, told Reuters that strong action was needed. "It's time to get more aggressive,"
Semiconductor production equipment billing start to drop 9/24/2021
Semiconductor production equipment decreased 5.4%, bringing an end to an eight-month period of consecutive increases.
DRAM prices expected to drop in Q4 9/24/2021
PC DRAM is expected to drop 5-10% as notebook production of is expected to decline in 4Q21, propelling the sufficiency ratio of PC DRAM to 1.38%.
Biden nominated trade envoy determined China Huawei is a threat 9/23/2021
Former Pentagon official Alan Estevez also pledged to "look at" Honor Device Co - a handset unit spun off of Huawei - to see whether the telecommunications company was using the spinoff brand to minimize or circumvent its own blacklist designation.
Intel to have TSMC fabricate its GPU on 6nm process 9/23/2021
“It is necessary to first determine the process that can be assumed at the start of design,” said Koduri, according to Tom’s Hardware. “Other features, such as how much operating frequency can be used are also important factors. Cost is also an issue."
Semiconductor market expected to grow by 17.3 per cent in 2021 9/23/2021
Growth is driven by mobile phones, notebooks, servers, automotive, smart home, gaming, wearables, and Wi-Fi access points, with increased memory pricing.
Power blackout at Infineon Dresden 9/23/2021
Monday, the power supply was down for twenty minutes. The emergency generators started up, but they can only keep up with the relevant systems*
Smart TV market in India recorded an extraordinary 65% YoY growth in Q2 9/22/2021
The post-pandemic economic improvement, aided by active retail channels fulfilling the pent-up demand, was the key reason for this growth.
RISC-V represents $8.6B of Semiconductor IP Market 9/22/2021
There is a need for diverse and open approach across the compute, memory, security and other architectures. This demand is being mainly driven by the growth of advanced applications such as AI-enabled smart devices, 5G communications, high performance computing (HPC) and autonomous cars.
"The Internet of Cars" Posts the most opportunity for silicon since the smartphone 9/22/2021
The greatest advancement since the early days of cars, when steam, gasoline, and even battery-powered vehicles mingled on the same dusty roads. The entire car is being overhauled, this time with electronics, to re-make cars as supercomputers on wheels.
BMW secured GaN transistor capacity for EV production 9/22/2021
The volumes offered are expected to ensure supply chain reliability for automotive suppliers.
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