Semiconductor event of the week
author: Shenzhen Feizhao Microelectronics Co., LTD
2023-05-23
[Event 1] On May 13, according to foreign media reports, the Semiconductor Industry Association (SIA) recently released a report, according to the authoritative data of World Semiconductor Trade Statistics (WSTS), the global semiconductor market in the first quarter of 2023 continued to decline, the market size decreased 8.7% quarter-on-quarter, quarter-on-quarter decline hit the record since the first quarter of 2019, It was down 21.3% from a year earlier and the biggest year-over-year decline in 13 years, second only to the first quarter of 2009 (down 30.4%) at the height of the subprime crisis.
[Event 2] On May 15, foreign media reported that according to the World Semiconductor Trade Statistics Organization (WSTS), the global semiconductor market in the first quarter of 2023 declined by 8.7% quarter-on-quarter. It was the biggest quarter-on-quarter decline since a 14.7 percent decline in the first quarter of 2019. The 21.3 percent year-over-year decline in the first quarter of 2023 was the biggest year-over-year decline in 13 years since a 30.4 percent decline in the first quarter of 2009.
ON Semiconductor is considering a $2 billion investment to increase production of silicon carbide (SiC) chips, company executives said on May 16, according to foreign media reports. Silicon carbide chips are widely used in electric cars to increase the vehicle's driving range. Executives also said the company was considering expanding in the US, the Czech Republic or South Korea, where it already has factories.
[Incident 4] On May 16, foreign media reported that the Device solutions (DS) division of Samsung Electronics recently fired engineer A for allegedly leaking documents containing key technologies, and demanded an investigation by relevant state authorities, according to industry sources. Engineer A was caught after sending dozens of important documents, including core semiconductor technology, to his personal external email account. Some data is then forwarded to another external email account for secondary storage.
[Event 5] On May 17, according to eMagin's website, Samsung announced that IT would pay $218 million (Note: To acquire eMagin, a Micro OLED developer based in Duchess County, New York, for about 1.526 billion yuan. The merger is expected to close in the second half of 2023. eMagin said in a statement that Samsung offered to acquire all of eMagin's outstanding common shares at a 10% premium per share, or about $2.08 (currently about 15 yuan), for a total transaction value of about $218 million (currently about 1.526 billion yuan). eMagin has been committed to the research and development of Micro OLED technology for many years, and is the leading Micro OLED display industry in the United States. Its products are mainly used in high resolution AR/VR equipment, covering consumer, military, medical and industrial, etc.
[Event 6] On May 18, according to foreign media reports, Samsung Electronics announced that it has started mass production of 16Gb DDR5 DRAM using 12-nanometer technology. Samsung's cutting-edge manufacturing technology has once again established its edge in cutting-edge DRAM technology. Samsung's latest 12-nanometer DDR5 DRAM consumes 23 percent less power and improves wafer productivity by 20 percent compared to its predecessor. Excellent energy efficiency performance makes IT an excellent solution for global IT enterprises to save energy and reduce emissions in servers and data centers.
[Event 7] May 18, DIGITIMS Asia reported today that startups are feeling pressure from IC designers such as Mediatek, Lianyong and Renesola, which are stepping up development of AI chips. Sources said that AI processors have different grades for different applications, and the performance requirements of edge AI chips are already comparable to mid - and high-end smartphone AP (application processor).
[Event 8] May 19, Caixin May 19 news, in the United States, the European Union, Japan and South Korea and other countries and regional organizations announced the development of semiconductor strategy, the United Kingdom also joined the ranks. Britain announced a 1 billion pound investment in its semiconductor industry on Friday, aiming to strengthen the domestic industry and chip supply chain. The UK government's latest Department for Science, Innovation and Skills (DSIT) said the UK would invest £200m in 2023-25, rising to £1bn over the next decade. The strategy focuses on strengthening the UK's position in semiconductor design.
[Event 2] On May 15, foreign media reported that according to the World Semiconductor Trade Statistics Organization (WSTS), the global semiconductor market in the first quarter of 2023 declined by 8.7% quarter-on-quarter. It was the biggest quarter-on-quarter decline since a 14.7 percent decline in the first quarter of 2019. The 21.3 percent year-over-year decline in the first quarter of 2023 was the biggest year-over-year decline in 13 years since a 30.4 percent decline in the first quarter of 2009.
ON Semiconductor is considering a $2 billion investment to increase production of silicon carbide (SiC) chips, company executives said on May 16, according to foreign media reports. Silicon carbide chips are widely used in electric cars to increase the vehicle's driving range. Executives also said the company was considering expanding in the US, the Czech Republic or South Korea, where it already has factories.
[Incident 4] On May 16, foreign media reported that the Device solutions (DS) division of Samsung Electronics recently fired engineer A for allegedly leaking documents containing key technologies, and demanded an investigation by relevant state authorities, according to industry sources. Engineer A was caught after sending dozens of important documents, including core semiconductor technology, to his personal external email account. Some data is then forwarded to another external email account for secondary storage.
[Event 5] On May 17, according to eMagin's website, Samsung announced that IT would pay $218 million (Note: To acquire eMagin, a Micro OLED developer based in Duchess County, New York, for about 1.526 billion yuan. The merger is expected to close in the second half of 2023. eMagin said in a statement that Samsung offered to acquire all of eMagin's outstanding common shares at a 10% premium per share, or about $2.08 (currently about 15 yuan), for a total transaction value of about $218 million (currently about 1.526 billion yuan). eMagin has been committed to the research and development of Micro OLED technology for many years, and is the leading Micro OLED display industry in the United States. Its products are mainly used in high resolution AR/VR equipment, covering consumer, military, medical and industrial, etc.
[Event 6] On May 18, according to foreign media reports, Samsung Electronics announced that it has started mass production of 16Gb DDR5 DRAM using 12-nanometer technology. Samsung's cutting-edge manufacturing technology has once again established its edge in cutting-edge DRAM technology. Samsung's latest 12-nanometer DDR5 DRAM consumes 23 percent less power and improves wafer productivity by 20 percent compared to its predecessor. Excellent energy efficiency performance makes IT an excellent solution for global IT enterprises to save energy and reduce emissions in servers and data centers.
[Event 7] May 18, DIGITIMS Asia reported today that startups are feeling pressure from IC designers such as Mediatek, Lianyong and Renesola, which are stepping up development of AI chips. Sources said that AI processors have different grades for different applications, and the performance requirements of edge AI chips are already comparable to mid - and high-end smartphone AP (application processor).
[Event 8] May 19, Caixin May 19 news, in the United States, the European Union, Japan and South Korea and other countries and regional organizations announced the development of semiconductor strategy, the United Kingdom also joined the ranks. Britain announced a 1 billion pound investment in its semiconductor industry on Friday, aiming to strengthen the domestic industry and chip supply chain. The UK government's latest Department for Science, Innovation and Skills (DSIT) said the UK would invest £200m in 2023-25, rising to £1bn over the next decade. The strategy focuses on strengthening the UK's position in semiconductor design.
