Page 6 - Chips Components News Today

The top two semiconductor suppliers in South Korea, Samsung Electronics and SK Hynix, both reported big net losses in 1Q23. Facing a sluggish memory market, they are counting on the next generation memory, DDR5 DRAM, for sales recovery.

Taiwan-based Gold Circuit Electronics (GCE), which specializes in high-layer-count PCBs for servers and PCs, has disclosed plans to set up a new plant in Thailand.

The adoption of advanced fan-out packaging among handset application processors has been sluggish, according to sources at backend houses.

DDR3 memory prices are still under downward pressure despite suppliers output constraints, according to industry sources.

MediaTek is expected to integrate an Nvidia GPU into its next-generation flagship mobile processor as early as 2024, according to industry sources.

As the slow demand for NAND persists, Kioxia and Western Digital are reportedly accelerating their merger talks, which may create the second-largest flash memory chip producer after Samsung Electronics.

The worlds top three DRAM suppliers are cutting production. It is expected that Samsung Electronics, SK Hynix, and Micron will reduce wafer supply by up to 25% YoY in 2023. This would help set the DRAM market back to normal supply-demand dynamics, and start to ease oversupply, starting from 2024. DRAM suppliers would also recover some power in price negotiation.

ChenFull International Co., a Taiwan-based component manufacturer serving the aerospace, optoelectronics, and display equipment market, revealed its first-quarter 2023 financial results on May 12. The company reported NT$307 million (US$9.96 million) in revenues, a 38% year-on-year decline, gross margin at 29.41%, and operating profit at NT$53.7 million.

India-based RISC-V fabless chip startup InCore Semiconductors received funding from Sequoia Capital India, the second deal that the venture capital firm invested in Indias semiconductor startup.

Samsung Electronics reportedly plans to set up a back-end semiconductor manufacturing facility in Japan after Japan and South Korea just ended their two-and-a-half-year trade chip dispute in March.