1. Microchip expands cooperation with TSMC and will establish a 40-nanometer production line at the Kumamoto factory

Microchip announced on April 8 that it has expanded its partnership with TSMC, the world's leading semiconductor foundry, to equip Japan Advanced Semiconductor Manufacturing Co., Ltd. (JASM), TSMC's main manufacturing subsidiary in Kumamoto Prefecture, Japan, with 40 nanometers. Professional manufacturing capabilities.

JASM's wafer capacity supply further strengthens Microchip's ability to serve a broad range of global customers in multiple markets including automotive, industrial, and networking applications. This collaboration will help reduce the likelihood of Microchip supply disruptions by offsetting frequently changing business conditions and external factors such as natural disasters.

2. Infineon becomes the global automotive MCU market leader

Infineon announced on April 9 that according to the latest research from TechInsights, the global automotive semiconductor market will grow by 16.5% in 2023, reaching a new record size of US$69.2 billion. Infineon's overall market share increases by one percentage point, from nearly 13% in 2022 to approximately 14% in 2023, reinforcing the company's position as the global leader in the automotive semiconductor market.

The main driver of Infineon's performance was strong automotive microcontroller (MCU) sales. Infineon ranks first in the world in this market for the first time. The company's sales in the automotive microcontroller field increased by nearly 44% compared with 2022, with a global market share of approximately 29% in 2023.

3. NXP releases MCX W wireless MCU series and will provide samples in the second half of the year

Following the success of the recently launched MCX A and MCX N series, NXP has recently released the MCX W series, further adding rich connectivity features to the MCX product portfolio and facilitating the safe adoption of MatterTM, Thread, Zigbee, and Bluetooth low energy technologies. multi-protocol wireless MCU.

The first two families of the MCX W series, MCX W71x, and W72x, are equipped with software-upgradeable independent wireless subsystems to maximize the flexibility of smart connected devices. The MCX W Series is expected to be sampled in the second half of 2024.

4. It is rumored that Micron plans to increase product quotations in the second quarter by more than 20%.

According to the Science and Technology Innovation Board Daily, quoting China Taiwan Electronic Times, relevant market sources revealed that memory chip leader Micron has proposed to most customers to increase their Q2 product quotations, with an increase of more than 20%. Price negotiations are still ongoing.

5. TSMC received US$84 billion in U.S. subsidies and will invest in the third wafer fab in Phoenix

According to fast technology news, the U.S. government announced that it plans to provide TSMC with US$6.6 billion in cash subsidies and US$5 billion in low-interest loans, totaling US$11.6 billion, or approximately RMB 84 billion, to support its chip manufacturing in the United States. This is the largest investment approved in the United States under the Chip and Science Act.

At the same time, TSMC plans to build its third wafer fab in Phoenix, Arizona, with a total investment in the United States of more than US$65 billion, or approximately RMB 470 billion. The factory plans to upgrade to 2nm and more advanced processes, but the production time has not been determined and may not be until 2029 to 2030.

6. The revenue of two mature process foundries increased in March, and inventory adjustment is almost completed.

According to China Taiwan Business Times, wafer foundry UMC’s revenue in March and the first quarter hit the second-highest record in the same period in previous years. The revenue in the first quarter increased by 0.8% year-on-year, and the performance was better than expected. Market legal persons believe that in the transfer of orders As the semiconductor industry gradually recovers, revenue in the second quarter is expected to continue its performance in the first quarter and continue to recover moderately. UMC's revenue in March was NT$18.167 billion, a monthly increase of 4.1% and an annual increase of 2.7%, the second highest in the same period in the past; cumulative first-quarter revenue was NT$54.632 billion, a quarterly decrease of 0.6% and an annual increase of 0.8%, also the highest in the same period in the past. second highest.

World Advanced, another mature process foundry, had consolidated revenue of 3.62 billion yuan in March, continuing its better-than-expected trend in February, with a monthly increase of 17.41%, a 44.82% increase compared to the same period last year, and a new 18-month high. Chairman Fang Lue previously pointed out that global consumer electronics has undergone intense inventory adjustments since the second half of 2022, which has lasted more than a year and a half. It is expected that consumer electronics will gradually resume its original seasonal growth pace, but industrial and automotive electronics Inventory adjustments are still being made and will be completed in one to two quarters.