Yohanes Budiman’s Post

📉 Samsung Electronics's Foundry Business is losing the battle in 5nm and 3nm Samsung's #DS #Division saw an impressive 29% QoQ increase in Q4-23, largely due to its memory business. However, the Foundry Business saw a decrease during the same period. #Samsung #businessgrowth #Q4-23 #memorybusiness #foundrybusiness ⏪Previous post about TSMC's revenues: https://lnkd.in/gu5zm8ig

#Samsung #Electronics recently conducted a #two-#day #global #strategy #meeting, led by #Jun #Young-hyun, the new #Head of #Device #Solutions #Division, to focus on its #semiconductor #business. Discussions at the meeting included strategies for #memory, #foundry, and design segments, with a particular emphasis on upcoming months' plans. Key highlights featured efforts to secure #Nvidia's verification for fifth-generation #High-#Bandwidth #Memory and enhance foundry competitiveness to rival #TSMC. The memory division also addressed technical challenges with sixth-generation #HBM and discussed the development of new technologies like 3D #DRAM and #Compute #Express #Link. In the foundry sector, Samsung aims for a 60% yield on its second-generation #3nanometer process, aligning with #TSMC's #yield standards. Despite challenges, Samsung reported a profit in the first quarter, with expectations of further growth in the second quarter pending Nvidia's verification and increased HBM sales. Jun Young-hyun's leadership plays a key role in reshaping Samsung's semiconductor roadmap amid industry competition and technological advancements.

Should Lattice Semiconductor buy Altera? With no product portfolio overlap, both companies can strengthen each other. Intel needs a cash injection, selling Altera would be a great way to do that quickly. For Lattice, this would leap frog them into the next tier. Combined revenue would be ~$2.2B, still smaller than AMD's Xilinx hence SEC should not have an issue with it. Before anyone says a smaller company buying a larger one, remember Avago's acquisition of Broadcom? This marriage would be great for the employees, customers, industry, and both companies.

Here's a brief summary of current insights shared by EZ-GO Electronics Corp. Take a look at our website and let us know what you think. #Intel #Semiconductor #Automotive #MediaTek #Amazon #Apple #Capacity #Wafer https://lnkd.in/ga4mBkcE

📊 1 WEEK 1 DEAL - RENESAS ACQUIRES ALTIUM   Japan's Renesas Electronics has announced the acquisition of Altium for $5.9 billion in cash.   This move positions Renesas as a leader in digital device design, aligning with Japan's efforts to strengthen its chip industry.   Renesas aims to offer comprehensive solutions to customers, leveraging Altium's digital tools for circuit board design.   A strategic step towards growth and resilience in a dynamic market.   #1Week1Deal #InvestmentBanking #OneWeekOneDeal #MergersAndAcquisitions

https://lnkd.in/guWitwuU Samsung mass-produces Exynos 2400 using 4LPP+ process, yield rate is still lower than TSMC but better than a year ago. > South Korea's Samsung flagship mobile phone processor Exynos 2400 has a yield rate of about 60% after adopting the 4LPP+ process. Although it is still not as good as TSMC's N4P process with a yield rate of 70%, it is still better than its own yield rate of only 25% more than a year ago. A lot of progress. #samsungfoundry #samsungelectronics #Semiconductorindustry #electronics #semiconductor #supplychain #manufacturingtechnology #processtechnology #engineering #manufacturing #technology #computerchips #business #innovation #semiconductors #chips #chipmaker #foundry credit: technews-tw

📢 Following Samsung’s plan to reach 1000-layer NAND by 2030, Japanese memory chipmaker Kioxia, being ambitious, aims to reach 1000-layer 3D NAND as early as in 2027! 🔎 Kioxia’s announcement, which is the highest number of layers announced by any manufacturer so far, is certainly ambitious. However, there are more challenges to overcome, as technological obstacles and Western Digital’s stance add uncertainties to its ambition. 💡Read more on memory giants’ roadmaps, including #SK hynix and #Micron, as well as #TrendForce’s analysis: https://buff.ly/3VFEFOi 🔗 #Kioxia #Samsung #Micron #SKhynix #3DNAND #WesternDigital

For those interested in the DRAM industry, Samsung Electronics has traditionally been the leader. However, SK Hynix has recently made significant gains, partly due to its solid partnership with Nvidia, especially in HBM3. The following article provides a comprehensive overview of the latest trends in the industry and outlines the strategic approaches of each company. (You may need to use a translator to read it) https://lnkd.in/eAYA8Hrk

NVIDIA #stock price will still soar -- expected to exceed $700 Volvo Cars received €420 million in financing BYD Xuzhou sodium-ion #battery project started laying the foundation -- with a total investment of 10 billion yuan Agency: TSMC is expected to adopt High-NA and EUV for mass production after 2030 Eight Murata MLCC factories in Japan have resumed operations one after another, while five plants have not yet been decided #NVIDIA releases special version of #chip RTX5880 Ada for China Yin Shuijun, NIO head of Mobile phone, will resign, and Vice president Bai Jian will take over the mobile phone department ASUS will launch a new mini machine -- global first ROG NUC Techaung Technology, #PCB #manufacturer has restarted its IPO and carried out listing guidance and filing Mobileye warns customer orders of sharp decline in the first quarter

Fluctuating DRAM ASPs Q4 memory prices will see a significant slowdown in growth, with conventional DRAM expected to increase by only 0–5%, says TrendForce. However, the rising share of HBM will increase the DRAM ASP by 8% to 13% which is a marked deceleration compared to the previous quarter. PC sales have had a lacklustre Q3 and TrendForce anticipates that PC DRAM prices will remain flat compared to the previous quarter. #interesting #technology #innovation #semiconductor #dram Samsung Semiconductor SK hynix Micron Technology Winbond Nanya Technology Rogério Moreira Pavel Navarrete Juan Barrera Great info from Trendforce & Electronics Weeky!