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[Core Information 04.12] TSMC slowed production expansion and Renesas pushed the first 22 nm MCU  (2023/4/12 15:35:06)
1. TSMC's slow expansion plan may impact the demand for IC equipment and materials

According to Taiwan, China Electronics Times, the first quarter of 2023. According to the semiconductor supply chain, TSMC recently reported that a number of expansion plans in Kaohsiung, South, Zhongke and Bamboo will be fully down and capacity redeployment.

This strategy may impact the global equipment and material supply chain, but for TSMC, it is breathe a sigh of relief, but it is the best arrangement. Under low demand and inflationary pressure, the high costs such as construction and equipment depreciation can be reduced in the short term, while the idle capacity crisis will also be greatly reduced. TSMC said that the current silent period can not respond, 20 legal meeting will further explain.

2. Renesas released the first 22 nm MCU sample, which was fully available in the fourth quarter

On April 11, Renesas Electronics announced the launch of its first MCU based on the 22nm process, which enables the same functionality on smaller bare areas, thus enabling higher integration of peripherals and storage.

The new product expands Renesas's RA family based on 32-bit Arm Cortex-M cores, the new wireless MCU supports low-power Bluetooth 5.3 and integrates software-defined radios. It aims to build long life cycle products, and provides users with solutions suitable for future applications. Renesas is now offering the new device sample to some users and is expected to be fully available in the fourth quarter of 2023.

3.IDC: Global PC shipments fell 29% in the first quarter

Global PC shipments plunged 29 percent to 56.9 million units in the first quarter of this year, lower than the level in early 2019, while the latest report from IDC showed.

Among the bellwethers, Lenovo Group and Dell Technologies both saw shipments fall more than 30 percent, while HP fell 24.2 percent. None of the brands survived, with Asus computers ranking among the top five with a 30.3% drop. Apple's shipments fell 40.5% year on year.

Looking ahead to 2024, IDC researchers expect shipments by PC makers to rebound, driven by a combination of older hardware updates and an improving global economy.

4. The first quarter revenue of the closed factory met the low point of the seventh quarter

According to Taiwan, China Industrial and Commercial Times, semiconductor sealing test leading moonlight investment control announced on 11 the first quarter group consolidated revenue of 130.891 billion NT dollars, down 9.4% year on year, the seven quarterly low since the third quarter of 2021.

The company said the decline in revenue in the first quarter was mainly due to consumer chip inventory adjustments affecting customer orders and big customer Apple shipments entering the traditional slow season. As Apple will start to stock up for the new generation of iPhone and MacBook chips in the second quarter, system-level packaging orders will enter a growth cycle. As long as the smartphone-related chip closed test orders stop falling and recover, the group consolidated revenue in the second quarter is expected to grow by more than 10% compared with the previous quarter, and the revenue performance in the second half of the year will be significantly better than that in the first half.

5. Memory inventory pressure is difficult to solve, the second quarter bottom hope is disappointed

According to the Taiwan, China Electronics Times quoted by the Science and Technology Innovation Board Daily, the huge inventory in the memory market is difficult to reduce, forcing the leading factory Samsung Electronics to not support the cold winter of the industry and will follow up the production cuts.

A number of industry insiders pointed out that the upstream original factory to the supply chain congestion situation is serious, especially the cloud data center facing the slow inventory reduction, almost unable to receive the goods, it is estimated that the original factory plus the inventory in the supply chain may be as high as 7-9 months. Expectations of an industry bottom in the second quarter of 2023 have been disappointed, even by the end of the year.

6. Sales of Its semiconductor manufacturing equipment in Japan have fallen for five consecutive months

According to TechWeb quoted foreign media reports, Japan's semiconductor manufacturing equipment association data shows that to February this year, Japan's semiconductor manufacturing equipment sales has five consecutive months fell, last October, Japan's semiconductor manufacturing equipment sales is as high as 380.929 billion yen, about $2.895 billion, but the following four months, fell 8.9%, 3.3%, 8.6% and 2.2%, in February this year fell 1.9%, fell to 294.169 billion yen.

With demand for consumer electronics showing no significant signs of improvement, demand for semiconductor components remains subdued, meaning that sales of related equipment are likely to continue to decline month-on-month in March and beyond.




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