TSMC, has ordered 18 EUV lithography machines from ASML in Netherlands in order to get further advantages in 7nm process competition. TSMC will keep exclusive foundry for A series processor which is specialized for iPhone and iPad. Unsurprisingly, Qualcomm Snapdragon, Huawei Kirin, AMDRyzen and NVDIA will become clients of TSMC.
Huawei talked over with TSCM about moving a part of wafer production to fab in Nanjing in order to handle with possible following actions of the US.
Because the signs of global semiconductor manufacturers peaking are strengthening, increasing inventory of manufacturers results in finance being squeezed, so equipment investment tends to decrease.
After announcing quitting resarching of 7nm and below processes, GF(Globalfoundries) sells its 8-inch wafer Fab 3E in Singapore to VIS of TSMC for $2.36 hundred million, which is a shockingly low price for a 8-inch fab with 35 thousand wafers per month.
As the revenue warning released by Samsung, its sales fell off in Q4 of 2018. Quarterly revenue is $53 billion, net profit is about $7.6 billion with a 31% QoQ decline and a 36% YoY decline, due to slide of Samsung smart phone and memeory businesses.
Semiconductor major maker TSMC has outbreaks of industrial accident. Client orders decline extend to 16nm and 7nm from 28nm. The wrong chemical specifications can ascribe to suppliers, but strengthening internal security maintenance and supply chain management in each level after is a more essential problem.
Semiconductor major maker TSMC has outbreaks of industrial accident. There are two pollution incidents which both occur in Nanke fab 14. Affected 12/16nm wafers are over ten thousand. Clients such as Hisilicon, MTK, Nvidia are pedicted to be affected, while TSMC responds its first quarter profit outlook won’t be affected with minimizing loss. Client orders decline extend to 16nm and 7nm from 28nm.
According to 2019 Q2 financial report released by Western Digiatal today, its revenue is $4.2 billion with a 21% drop. It loses $4.87 hundred million. HDD shipments decline to 30.2 million. NAND flash memory shipments rise but its average price declines by 18%.
There is a strong demand for its products from China so export to China is optimistic said by the CEO of ASML, who once banned high-end lithography machine to China because of U.S.-led Wassenaar Arrangement. Chinese chip manufacturing will reach a turning point.
Memory price together with flash memory price dropping make memory chips turn into bear market form bull market. Quarterly revenue of SK Hynix has a 32% drop compared with last quarter due to 11% memory price drop and 21% flash memory drop. Net margin has a 28% drop compared with last quarter and a 6% rising compared with last year, according to its 2018 Q4 financial report.
