1TB micro SD released by SanDisk and Micron has promoted the performance of mobile storage to a new level. In the feature, a large number of applications require our storage devices to have larger storage capacity, so 1TB micro SD with faster reading and writing speed will undoubtedly better meet the needs of users.
OSAT will become a breakthrough among upstream, mediun-stream and downstream of IC design, wafer foundry and posterior OSAT industry in China. Chinese OSAT companies continuesly aim at higher-grade flip chip, additionally, chip for loT device still uses traditional wire bonding packaging, which will be injections of national strategic resources for who experts at OSAT.
NAND flash memory prices will rise in May said by chairman of Phison. Because manufacturers are out of stock thgether with production reduction of original factories, situation of supply and demand will change. Phison’s financial results in Jannuary this year surges with 4.5 million chips. Whole year shipments are able to reach 50 million chips.
The Q4 NAND revenue of last year is $14.16 billion with a 17% QoQ drop, while bit capacity of NAND flash memory increase by 40% all year around. However, because average prices fall the total revenue reaches increases $63.2 billion with a 10.9% growth, according to DRAMeXchange.
There are 100 thousand wafers being scrapped, which are almost equal to one month capacity of TSMC Fab 14B. The loss is up to $550 million estimated by official, who lowers its revenue guidance by $300 million. However, thanks to mass production of Snapdragon 855 porduced for Qualcomm, TSMC’s revenue of this year is guaranteed.
According to Korean media, Globalfoundries(GF for short), a semiconductor manufacturer with 14/12nm technology, is going to be sold by ATIC, who will quit semiconductor manufacturing. Chinese companies are hopeless to purchase it due to policy restriction from the US, so Samsung may be its new owner.
According to 2018 Q4 financial report of SIMC, the quarter’s revenue is $7.88 hundred million with a flat YoY growth and a 7.4% QoQ decline. In addition, its first generation FinFET14nm technology has come into client authentication stage with a further improvement in product reliability and yield. Meanwhile, 12nm technology also has a breakthrough.
Affected by the impact of the wafer contamination, TSCM is estimated that Q1 quarterly revenue will reduce $550 million. With some products being produced ahead of time, $300 million will be decreased in revenue guidance.
1TB SSD prices have declined by 50% since 2018. Although there are more and more computers carrying SSD, the lack of demand in PC and mobile phone market will lead to a SSD prices decline over 15% in the frist quarter of 2019.
Downturn of semiconductor industry may “be shorter than expected”according to foreign analysts. Asian semiconductor stocks have a powerful rising.
