Global chip demand conditions improve, Samsung Electronics and SK Hynix and the South Korean chip industry is undoubtedly good, in favor of them to ease the difficulties from the second half of last year.

And South Korea also released data show that their chip output value in September, up 12.9%, leading South Korea’s industrial output value in September, up 1.1%, and then two consecutive months of year-on-year growth.

In the new release of the third quarter of the earnings report, the world’s largest storage chip maker Samsung Electronics disclosed that although the demand for traditional servers is still relatively weak, but thanks to smart phones, PCs and other areas of high-density products to increase the adoption of customer inventory adjustments and strong demand for high-end AI products, the demand environment for storage chips has been improving, and in the fourth quarter may further improve.

And it is worth noting that at the end of the third quarter and the beginning of the fourth quarter, a number of major electronics manufacturers, including Apple, launched new smartphones, laptops and other new products, the demand for storage chips will increase, which is also expected to push up the Samsung Electronics storage business and SK Hynix revenues, South Korea’s chip output in the next few months, is also expected to continue to increase in the ring.

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At the same time, TSMC has seen a significant increase in customer orders, including technology giants such as Apple, MediaTek, Nvidia, AMD, Intel, Broadcom, Marvell and STMicroelectronics.

It was previously reported that AI chip customers such as AMD subsidiary Xilinx, Amazon, Cisco, Google, Microsoft, and Tesla have all accepted TSMC’s 2024 price increase plan.

Tesla, for example, is building a supercomputer facility in Austin to accelerate the development of its autonomous driving system and expand Dojo’s computing power. Dojo’s core D1 is produced using TSMC’s 7nm process and advanced packaging technology. Based on this, Tesla is deepening its cooperation with TSMC and expects order volume to increase from about 5,000 pieces this year to 10,000 pieces next year.

Nvidia is actively seeking additional production capacity amid the ongoing AI wave. On October 19, Nvidia CEO Jensen Huang revealed in an interview that global demand for AI chips remains strong.

He met with TSMC CEO Wei Zhejia to discuss matters related to increasing production capacity. Nvidia is in the planning stage of next-generation chips designed for artificial intelligence infrastructure, and is in discussions with partners such as Quanta and Asus to develop cooperation strategies.

In addition to strong artificial intelligence demand, demand for smartphones and PCs is also rebounding, Wei said during TSMC’s third-quarter earnings call. As for automotive electronics, demand is expected to be quite strong next year, benefiting from the continued growth of electric vehicles.

In response to industry concerns about smartphone growth, TSMC Chief Financial Officer Huang Renzhao pointed out that smartphone growth is still expected to be lower than the company’s future growth rate, and high-performance computing (HPC) is expected to be the strongest growth area for the next few years. make a significant contribution to growth.

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The profit decline also reflected TSMC’s strong performance in the same period last year, when the company was still driven by the release of demand after the epidemic.

According to data released by TSMC, revenue in the third quarter was approximately US$17 billion, a year-on-year decrease of 20%, roughly in the middle of the company’s forecast range.

Global demand for semiconductors began to weaken in the second half of last year, but analysts said smartphone and computer manufacturers are depleting inventories and restocking demand is expected to increase.

As such, much of the focus on Thursday will be on TSMC’s expectations for the fourth quarter and beyond.

The AI boom has also boosted shares of TSMC, whose Taipei-listed shares have soared 23% so far this year.

According to LSEG SmartEstimate, TSMC’s net profit from July to September is expected to reach NT$195.9 billion (currently about 44.469 billion RMB), and revenue growth in 2024 will reach about 22%. The LSEG SmartEstimate is a smart estimate based on the forecasts of 19 analysts, giving higher weight to analysts who are more accurate.

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This is undoubtedly good news for Samsung and they are indeed taking corresponding measures after obtaining the exemption. According to Business Korea, Samsung Electronics executives have decided to upgrade its Xi’an NAND flash memory factory to a 236-layer NAND process and have begun large-scale expansion.

According to sources, Samsung has begun purchasing the latest semiconductor equipment. The new equipment is expected to be delivered by the end of 2023, and will gradually introduce equipment capable of producing 8th generation NAND at the Xi’an factory in 2024. This is also seen by the industry as overcoming global NAND demand. Weakness leads to strategic steps to reduce production capacity.

Public information shows that Samsung (China) Semiconductor Co., Ltd. settled in Xi’an High-tech Zone in 2012, and Samsung Semiconductor’s Xi’an factory is the company’s only overseas memory semiconductor production base.

The factory added a second phase of the factory project in 2020 and has now developed into the world’s largest NAND manufacturing base, capable of producing 200,000 12-inch wafers per month, accounting for more than 40% of Samsung’s total NAND production.

The first factory of Samsung’s Xi’an factory invested US$10.87 billion (Note: currently about 79.46 billion CNY), and the second factory, which started construction in 2017, has invested US$15 billion (currently about 109.65 billion CNY).

Foreign media believe that there are two reasons why Samsung decided to upgrade its Xi’an factory. One of the main reasons is that the global NAND market environment does not show obvious signs of recovery, and in this case Samsung needs to maintain its global leadership in the NAND market; the other reason is the indefinite exemption just issued by the United States.

Due to severe overcapacity and severe sluggish demand in the global IT market since the end of last year, the weakness of the semiconductor market has seriously affected Samsung’s NAND business, leading to increasing inventory levels, which in turn has led to expanding losses. Even though there has been a slight improvement after slightly reducing production through the production reduction policy, Samsung still needs to upgrade its process as soon as possible.

By upgrading its latest 8th-generation NAND products, Samsung can not only ensure price competitiveness, but also better balance market supply and demand considering that 8th-generation NAND requires about 30% less wafer investment than 6th-generation NAND.

It is said that as the main production base of the 6th generation (128-layer) V-NAND, the operating rate of the Xi’an factory has also dropped significantly since Samsung announced a production reduction in April. The overall operating rate has now dropped to about 20%.

Foreign media believe that although the United States has temporarily relaxed restrictions on Chinese semiconductor equipment, this is only a temporary breathing opportunity for Samsung and SK Hynix.

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Western Digital acquired solid-state storage manufacturer SanDisk for $19 billion in 2016 and also gained control of its joint venture with Kioxia (formerly Toshiba). Western Digital is currently preparing for a new stage of transformation and plans to sell its storage business to Kioxia.

According to the Nikkei Asian Review, after careful negotiations between the two companies, a new holding company will be established after the merger. After exchanging the number of shares required by the new company, Western Digital will retain 50.1% of the assets and the remaining 49.9% will belong to All owned by Kioxia.

The president of Kioxia will manage the business, and the Japanese representative company will occupy the majority of the board seats. The new company will be registered in the United States but will be headquartered in Japan, and its shares will be listed on the U.S. and Tokyo stock exchanges.

Western Digital and Kioxia combined controlled 32% of the flash memory market last year, trailing only leader Samsung Electronics’ 34%.

According to British research company Omdia, if merged, the global market share based on value in the NAND field would be 35.4% as of the end of March this year, surpassing South Korea’s Samsung Electronics (34.3%) to rank first in the world.

Negotiations are ongoing with potential creditors including Japan’s major banks who could provide $10 billion to $12.7 billion in funding.

In order to promote the merger, the three major banks including Mitsubishi UFJ Bank and the Japan Policy and Investment Bank are considering providing approximately 1.9 trillion yen in funds, which are planned to be issued as soon as the 20th of this month. A “certificate of credit” that commits financing. Kioxia Holdings and Western Digital will finalize the details of a merger agreement after receiving funding guarantees.

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In a statement, TSMC said the US Commerce Department’s Bureau of Industry and Security (BIS) had recommended that TSMC apply for the Verified End User (VEU) program, which would allow the chipmaker to accept exports without separate approval. TSMC said, “We hope to obtain permanent authorization through the VEU process.”

Taiwan’s Minister of Economic Affairs Mei-Hwa Wang said earlier Friday that TSMC has received a waiver from the U.S. to supply U.S. equipment to its factories in China.

It is noted that the Biden administration, in October of last year, issued a sweeping set of export controls, including an initiative to block China’s access to advanced semiconductor technology through export restrictions, of which TSMC was one of the companies granted a waiver.

The U.S. says the restrictions are necessary to stop China’s advances in cutting-edge computing technology, characterizing them as a national security threat.

The South Korean government said this week that Samsung Electronics and SK Hynix would be allowed to supply U.S. chip equipment to their Chinese factories indefinitely without separate U.S. approval.

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Local experts believe these technologies will help produce affordable laptops based on Linux and RISC-V.

As early as last year, the Russian government had initially formulated a new microelectronics development plan. By 2030, it will need to invest approximately 3.19 trillion rubles (Note: currently approximately 232.232 billion RMB), which will be used to develop local semiconductor production. technology, domestic chip development, data centers and other infrastructure, while also focusing on cultivating local talents and marketing self-developed chips and solutions.

In terms of semiconductor manufacturing, Russia plans to spend 420 billion rubles (currently about 30.576 billion RMB) on new manufacturing technologies. One of the short-term goals is to use the 90nm process to increase local chip production before the end of this year.

It was reported yesterday that “Kommersant” said that the Russian company Norsi-Trans will start producing data storage systems, servers and computers using Loongson processors. The executive director of the Russian Data Storage System Developers Association claimed that Russian companies will purchase Loongson 5000 series processors (12nm process) with performance similar to Intel i5.

The general manager of Norsi-Trans, Сергей Овчинников, said that the company has purchased about 100 Loongson processors and will trial-produce a batch of equipment using Loongson processors.

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Mitsubishi Chemical has now announced that it will build a new semiconductor materials factory in Japan, which will be put into operation as early as fiscal year 2024 (Note: as of March 2025), mainly producing polymer materials for photoresists (photosensitive materials). Together with the existing base, Mitsubishi Chemical expects to double its production capacity.

The investment in the new factory is expected to reach several billion yen. The production location will be finalized in the future, and factories in Fukuoka Prefecture will be candidates.

For reference, Japan began to restrict the export of three key semiconductor materials: high-purity hydrogen fluoride, fluorine-containing polyimide, and photoresists to South Korea in July 2019, and lifted the restrictions on March 16 this year.

According to reports, these three materials are key materials for South Korea’s semiconductor and display industries. As of 2019, Japan accounts for as much as 90% of the global production of fluorinated polyimides and photoresists, and in the high-purity hydrogen fluoride market, Japan accounts for about 70%. Japan’s restrictions on the export of these materials to South Korea have severely impacted South Korea’s semiconductor and other industries.

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Tata Projects (a subsidiary of the Tata Group) announced on Saturday that it will work with Micron Technology to build an advanced semiconductor assembly and testing plant in Sanand, Gujarat. According to reports, the first phase of the plant will start soon and is expected to be commissioned by the end of 2024.

According to public information, the factory is located in Gujarat Industrial Development Corporation area in Sanandi, Gujarat, covering 93 acres of land, and the total investment will reach 2.75 billion U.S. dollars (Currently, about RMB 20.075 billion), of which Micron invested up to 825 million U.S. dollars (currently about 6.023 billion yuan), and the rest will be provided by the central government of India and the state government.

A Tata statement said, “This enduring project is an important milestone for us and the largest investment under the India Semiconductor Mission (ISM).”

The first phase of the plant’s construction will reportedly include a 500,000-square-foot cleanroom space, which is scheduled to be operational by the end of 2024. In addition, the project includes the design and construction of India’s first DRAM and NAND assembly and test facility.

Tata Projects also plans to use modern construction methods and an EPC delivery approach that accelerates construction integration through 4D BIM and hybrid modularization. According to the statement, the Sannadi facility will be designed in accordance with the Green Building Council’s LEED Gold standard and will also incorporate advanced water conservation technologies.

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Currently, there is no ATMP plant in India and Tata’s new semiconductor plant will pave the way for the production of silicon processors and other semiconductor components in India. India is also planning to open its first ATMP factory in the state of Gujarat, which will be run by US semiconductor company Micron Technology.

It is understood that the ATMP plant in Gujarat is expected to open in 2024 and the Tata Group ATMP plant is expected to start operations in the next 3-4 years.

Meanwhile, the Single Window Clearance Committee (SLSWCC) of Karnataka in southwestern India approved 91 projects worth Rs 76.6 billion. The proposals include those from companies such as Maruti Suzuki India, South West Mining, Krypton Solutions and Aegus Consumer.

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