Market Insights Q1 2024[4] - Flipbook - Page 16
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Samsung
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Samsung Commences Trial Production of 2nd-Gen 3nm Chips (SF3) - A Game-Changer in Semiconductor Technology, Samsung Foundry has
initiated trial production of its second-generation 3nm-class process technology, SF3, a significant step in competing with TSMC for dominance in
advanced process nodes. The SF3 process, building on Samsung's first-generation 3nm, is expected to revolutionize the semiconductor industry by
enabling more efficient and powerful chips, particularly targeting AI applications. With expectations of over 60% yield rates within six months, the
successful trial production sets the stage for Samsung's full-scale production, positioning the company to impact diverse sectors and solidify its
position in the AI era.
Samsung Electronics Expands HBM Focus with New Development Office Amid AI Surge, Samsung Electronics is intensifying its focus on High
Bandwidth Memory (HBM) technology by establishing a dedicated development office, aiming to bolster its competitiveness in the burgeoning HBM
market. With plans to enhance research and development capabilities for HBM3e, Samsung joins Micron Technology and SK Hynix in ramping up
production to meet soaring demand driven by AI applications. Investment commitments from major players underscore the industry's bullish outlook,
with HBM poised to play a pivotal role in next-generation AI servers.
Samsung Electronics is reportedly aiming to fully automate its semiconductor factories by 2030, utilizing "smart sensors" to control the manufacturing
process, as part of its initiative to create an "artificial intelligence fab" that operates without human labor. The project, aimed at optimizing IC design,
materials development, production, yield improvement, and packaging, has already commenced, with defect identification during the production
process highlighted as a top priority.
Siemens
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Siemens AG pledged support for the Philippines' digital transformation, offering training for Filipino workers and businesses, leveraging the country's
young and English-speaking workforce, as President Ferdinand R. Marcos Jr. emphasized the need for upskilling to navigate modern technologies.
Iraq signed a memorandum of understanding with Siemens Energy and Schlumberger to address gas flaring and enhance power generation capacity
by utilizing captured gas, with the aim of supporting power plants and the national grid. The collaboration is expected to lead to joint ventures and
long-term cooperation, contributing to energy security, reduced imports, and environmental protection, according to officials from both sides.
ST Microelectronics
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STMicroelectronics is adopting an 18-nm fully depleted silicon-on-insulator (FD-SOI) process technology with embedded phase-change memory
(ePCM) for its next generation of STM32 microcontrollers, offering improved performance, power consumption, and larger memory sizes, with
sampling to selected customers expected in the second half of 2024 and full production planned for the second half of 2025.
STMicroelectronics CEO Jean-Marc Chery affirms China's significance as a growth market despite US-China semiconductor tensions, emphasizing
the company's strategic investments in local production, including a joint venture with Sanan Optoelectronics, to ensure continued growth.
ST Microelectronics introduces new direct time-of-flight (ToF) 3D lidar module VL53L9 with high resolution and an early design win for the VD55H1
ToF sensor, expanding its presence in 3D depth sensing applications, including mobile-robot deep-vision systems and VR headsets.
Toshiba
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Toshiba's fab in Nomi City, Ishikawa Prefecture, temporarily shuts down for safety checks following Japan's earthquake, potentially affecting PC
component supplies alongside other semiconductor manufacturers like Taiyo Yuden, Tower, Shin-Etsu, GlobalWafers, and TPSCo.
Toshiba introduces the TS205 TV Mate Soundbar, a compact and affordable 2.0 channel soundbar with multiple connectivity options and three
different sound modes, available for purchase at an asking price of RM399.
Toshiba has commenced volume shipments of its SmartMCDª Series gate driver ICs with embedded microcontroller, starting with the TB9M003FG
model, designed for sensorless control of three-phase brushless DC motors in automotive applications. This integration aims to reduce system sizes
and component counts while enabling advanced motor control, with a reference design available on ToshibaÕs website to facilitate implementation in
automotive body electronics.
Tower Semiconductor
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Tower Semiconductor Assures Safety and Operational Stability Following Ishikawa Earthquake, In the aftermath of the recent earthquake in Ishikawa
Prefecture, Japan, Tower Semiconductor, a leader in high-value analog semiconductor foundry solutions, provides a reassuring update. Thankfully,
all employees are reported safe, with no impact on buildings and only minor damage to facilities. The company remains dedicated to the well-being of
its team, ensuring safety during the recovery phase while actively working on tools requalification and minimizing potential disruptions to
manufacturing and customer service.
Tower Semiconductor proposes an $8 billion fab in India, signaling significant progress in India's semiconductor manufacturing, pending government
approval, amid previous failed attempts and uncertainties.
Tower Semiconductor is reportedly halting operations for three weeks in Newport Beach, California, due to reduced orders amid an industry
slowdown, affecting nearly 700 employees, while also planning further closures in July and October. Despite this, the company has listed job
vacancies and aims to expand operations, including a proposed investment of $9 billion to establish a facility in India.
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