Qualcomm, MediaTek to adopt TSMC N3E process
https://www.digitimes.com/news/a20230220PD218.html?mod=2&utm_source=newsletter&utm_medium=email&utm_campaign=member-daily-newsletter
https://www.digitimes.com/news/a20230220PD218.html?mod=2&utm_source=newsletter&utm_medium=email&utm_campaign=member-daily-newsletter
DIGITIMES
Qualcomm, MediaTek to adopt TSMC N3E process
Qualcomm is expected to be the second customer of TSMC's N3E process, while MediaTek may use the process for its 3nm chip slated for release around the end of this year, according to industry sources.
삼성전자, 암바렐라와 자율주행 차량용 5나노 반도체 생산 협력 – Samsung Newsroom Korea
https://news.samsung.com/kr/%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90-%ec%95%94%eb%b0%94%eb%a0%90%eb%9d%bc%ec%99%80-%ec%9e%90%ec%9c%a8%ec%a3%bc%ed%96%89-%ec%b0%a8%eb%9f%89%ec%9a%a9-5%eb%82%98%eb%85%b8-%eb%b0%98%eb%8f%84%ec%b2%b4
https://news.samsung.com/kr/%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90-%ec%95%94%eb%b0%94%eb%a0%90%eb%9d%bc%ec%99%80-%ec%9e%90%ec%9c%a8%ec%a3%bc%ed%96%89-%ec%b0%a8%eb%9f%89%ec%9a%a9-5%eb%82%98%eb%85%b8-%eb%b0%98%eb%8f%84%ec%b2%b4
Samsung
삼성전자, 암바렐라와 자율주행 차량용 5나노 반도체 생산 협력
삼성전자가 첨단 5나노 파운드리 공정으로 미국 AI 반도체 전문 기업 ‘암바렐라(Ambarella)’의 자율주행 차량용 반도체를 생산한다. 삼성전자가 이번에 생산하는 반도체는 첨단 운전자 지원 시스템(Advanced Driver Assistance Systems,
HP, Dell to see PC shipments stay flat or even increase in 2023 (Digitimes)
Despite chipmakers' caution about PC shipment prospects for 2023, industry sources say PC vendors such as HP and Dell are confident their shipments will remain flat or even grow this year.
Despite chipmakers' caution about PC shipment prospects for 2023, industry sources say PC vendors such as HP and Dell are confident their shipments will remain flat or even grow this year.
Taiwan OLED DDI suppliers gearing up for market boom (Digitimes)
Taiwan-based OLED display driver IC (DDI) suppliers are preparing for increased demand from handsets and other device applications that use OLED displays, and have begun competing for available 40nm and 28nm fab capacities, according to industry sources.
Taiwan-based OLED display driver IC (DDI) suppliers are preparing for increased demand from handsets and other device applications that use OLED displays, and have begun competing for available 40nm and 28nm fab capacities, according to industry sources.
[신영증권 반도체 서승연]
금일 VIS 4Q22 실적 컨콜 내 주요 코멘트 업데이트 드립니다.
[1Q23 및 23년 전망]
- 통상 1분기는 계절적 비수기이며 고객사들의 재고 조정 지속 중임. 1Q23 웨이퍼 출하량은 -7~9% QoQ, ASP -4~6% QoQ 예상. 동사의 트래킹 데이터로 미뤄볼 때 2Q23부터 점진적 회복 예상됨. 다만 회복 속도와 규모는 지켜봐야함
- 차량용 수요가 비교적 안정적이며 2H23에도 상당한 수준을 유지될 것으로 예상됨. 22년 차량용 매출 비중이 10% 넘어섰고 올해도 지속 확대될 것임
[제품별 동향 및 전망]
- 대형 DDI: 고객 재고 조정은 4Q22에 마무리되고 1Q23 점차 회복 중임
- 노트북용 패널 DDI: 1Q23 재고 조정 속도 둔화돼 2Q23 수요 안정화 예상됨
- PMIC, 데이터센터/클라우드 관련: 지속적으로 재고 조정 중임
- 전반적으로 2Q22부터 수요 점차 회복될 것으로 전망함
금일 VIS 4Q22 실적 컨콜 내 주요 코멘트 업데이트 드립니다.
[1Q23 및 23년 전망]
- 통상 1분기는 계절적 비수기이며 고객사들의 재고 조정 지속 중임. 1Q23 웨이퍼 출하량은 -7~9% QoQ, ASP -4~6% QoQ 예상. 동사의 트래킹 데이터로 미뤄볼 때 2Q23부터 점진적 회복 예상됨. 다만 회복 속도와 규모는 지켜봐야함
- 차량용 수요가 비교적 안정적이며 2H23에도 상당한 수준을 유지될 것으로 예상됨. 22년 차량용 매출 비중이 10% 넘어섰고 올해도 지속 확대될 것임
[제품별 동향 및 전망]
- 대형 DDI: 고객 재고 조정은 4Q22에 마무리되고 1Q23 점차 회복 중임
- 노트북용 패널 DDI: 1Q23 재고 조정 속도 둔화돼 2Q23 수요 안정화 예상됨
- PMIC, 데이터센터/클라우드 관련: 지속적으로 재고 조정 중임
- 전반적으로 2Q22부터 수요 점차 회복될 것으로 전망함
Automaker GAC Seeks China-Made Chips to Ease Dependence on Foreign Suppliers - Caixin Global
https://www.caixinglobal.com/2023-02-21/automaker-gac-seeks-china-made-chips-to-ease-dependence-on-foreign-suppliers-102000453.html
https://www.caixinglobal.com/2023-02-21/automaker-gac-seeks-china-made-chips-to-ease-dependence-on-foreign-suppliers-102000453.html
Caixin Global
Automaker GAC Seeks China-Made Chips to Ease Dependence on Foreign Suppliers
The Guangzhou-based company sources about 10% of its microchips from domestic firms, but sees room to grow that figure, executive says
Introducing LLaMA: A foundational, 65-billion-parameter language model
https://ai.facebook.com/blog/large-language-model-llama-meta-ai/
https://ai.facebook.com/blog/large-language-model-llama-meta-ai/
Meta
Introducing LLaMA: A foundational, 65-billion-parameter language model
Today, we’re releasing our LLaMA (Large Language Model Meta AI) foundational model with a gated release. LLaMA is more efficient and competitive with previously published models of a similar size on existing benchmarks.
TSMC’s Second Japan Chip Plant in Kumamoto to Cost Over $7.4 Billion - Bloomberg
https://www.bloomberg.com/news/articles/2023-02-23/tsmc-s-second-japan-plant-to-cost-over-7-4b-nikkan-kogyo
https://www.bloomberg.com/news/articles/2023-02-23/tsmc-s-second-japan-plant-to-cost-over-7-4b-nikkan-kogyo
Bloomberg.com
TSMC’s Second Japan Plant to Reportedly Cost Over $7.4 Billion
Taiwan Semiconductor Manufacturing Co. plans to build its second chipmaking plant in Japan in southwestern Kumamoto prefecture, with total investment expected to be more than 1 trillion yen ($7.4 billion), Nikkan Kogyo reports without attribution.