Semiconductor Weekly | 20231018

1. NetEase Technology reported on October 17 that due to the surge in demand in the AI ​​market, it is rumored that NVIDIA’s next-generation AI chip Blackwell B100 GPU will be released in advance, from the fourth quarter of 2024 to the second quarter, and is expected to use SK Hai Lux’s fifth-generation high-bandwidth memory HBM3e drives its latest chips.


2. Market participants pointed out that H100 is Nvidia’s highest-spec GPU currently, while B100 is more influential than H100 and will adopt TSMC’s 3-4nm process and Chiplet design architecture. According to the news, SK Hynix has obtained an exclusive agreement to supply Nvidia’s latest HBM3e display memory, which will be used to drive the next generation B100 GPU. This will help SK Hynix become a major semiconductor supplier in the AI ​​industry.


3. Reuters reported on October 17 that TSMC will announce its third-quarter financial report on Thursday. Its third-quarter revenue is expected to be approximately US$17 billion (approximately 124.27 billion yuan), a year-on-year decrease of 20%, roughly in the The midpoint of the company's forecast range. Net profit will fall 30% year-on-year, but analysts predict the company will achieve strong growth next year as the chip industry emerges from the current downturn, smartphone and computer manufacturers are depleting inventory, and replenishment demand is expected to increase.


4. Science and Technology Innovation Board Daily News on October 17, Yole’s latest report pointed out that after the downturn in the first half of the year, the advanced packaging market will usher in a 23.8% month-on-month growth in the third quarter. The market is expected to maintain steady growth this year and will continue to grow in the future. It will achieve a compound annual growth rate of 8.7% in five years, growing from US$43.9 billion in 2022 to US$72.4 billion in 2028.


5. IT House reported on October 17 that in order to catch up with Lam Research, Tokyo Electron successfully developed equipment that can produce 400-layer 3D NAND flash memory. It is estimated that this technology can bring data to the company. Billion dollars in net income.


6. On October 17, U.S. time, the United States launched a new round of technology sanctions. Not only does it restrict the sale of Nvidia's castrated AI chips to China, it also places 13 Chinese AI companies, including Biren Technology and Moore Threads, on the "entity list."