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Daily Chip News
Issue
0615
❶
Samsung Display announces LEDoS development technology, targeting the AR device market
Recently, Samsung Display (SDC) announced the prospects of silicon-based LED (LEDoS) technology for augmented reality (AR) device displays. It is expected that LEDoS technology will develop from the "blue + quantum dot (QD)" method to the "RGB 3-panel" and "Monolithic 1-panel" methods. Huh Jong-moo, vice president of Samsung Display, introduced various LEDoS technologies at the Micro Display Conference. The biggest feature of LEDoS is that it replaces the glass substrate with a silicon substrate, and deposits inorganic materials (LEDs) on the silicon substrate to form Micro LEDs. LEDoS is widely considered to be suitable for AR device displays because AR devices need to interact with reality, such as marking information in the real world through the AR device screen. LED-based LEDoS has the advantage of screen brightness in this context.
❷Innoscience
, the leading GaN IDM company, submits prospectus to the Hong Kong Stock Exchange
近日，英诺赛科（苏州）科技股份有限公司向港交所递交招股书，拟香港主板挂牌上市。英诺赛科采取IDM一体化垂直运作模式，覆盖芯片设计、器件结构、晶圆制造、封装及可靠性测试，可以有效控制整个生产流程，是全球首家实现量产8英寸硅基氮化鎵晶圆的公司，也是全球唯一具备产业规模提供全电压谱系的硅基氮化鎵半导体产品的公司，公司业务包括设计、开发及生产若干类型的氮化鎵产品，包括分立器件、集成电路、晶圆及模组。
❸Musk
: Tesla will start "limited production" of Optimus robots next year
On June 14, Tesla CEO Musk said at the annual shareholders meeting held in Austin, Texas, USA on June 13 local time that Tesla will start "limited production" of Optimus in 2025 and test humanoid robots in its own factories next year. He predicted that Tesla will have "more than 1,000, or even thousands of Optimus robots in operation" next year.
❹
Samsung releases advanced chip process roadmap: new 2nm process to be mass-produced in 2027, R&D and production time shortened by 20%
On June 13, Samsung Electronics announced the progress of multiple future chip technologies at the "Samsung Foundry Forum 2024" and stated that its foundry business plans to provide customers with one-stop services, integrating its world's number one memory chip, foundry and chip packaging services to produce artificial intelligence chips faster to take advantage of the artificial intelligence boom. Samsung said that customers only need one communication channel to dispatch Samsung's memory chip, wafer manufacturing and packaging teams at the same time, and the time from research and development to production is expected to be shortened by 20% compared with existing processes.
❶
DRAM industry revenue increased 5% month-on-month to US$18.35 billion
Recently, TrendForce's survey showed that in the first quarter of 2024, the contract price of mainstream products increased, and the increase was larger than that in the fourth quarter of 2023, driving the DRAM industry's revenue to increase by 5.1% to US$18.35 billion compared with the fourth quarter of 2023, driving the revenue of most manufacturers to show a quarterly increase trend. TrendForce pointed out that in the first quarter, the shipments of the three major original manufacturers, Samsung, SK Hynix and Micron, all showed a quarterly decrease, reflecting the off-season effect of the industry, coupled with the high inventory levels of downstream manufacturers, and the obvious decline in procurement. TrendForce predicts that the shipments of the three major original manufacturers in the second quarter will be: Samsung's shipments will increase by low single digits to high single digits, SK Hynix's quarterly increase will be in the mid-single digits, and Micron's slight quarterly decrease.
❷Global
discrete graphics card shipments fell to 8.7 million units, with Nvidia accounting for 88% of the market
Recently, according to the latest report from analysis firm Jon Peddie Research (JPR), global discrete graphics card (AIB) shipments fell month-on-month in the first quarter of 2024, from 9.5 million units in the previous quarter to 8.7 million units, but increased by 39% year-on-year. Nvidia's market share climbed to as high as 88%, AMD's graphics card share fell to 12%, and Intel's graphics card share was less than 1%. Institutional analysts believe that the entire industry has been hoping to return to seasonal patterns, and data from the first quarter of 2024 showed this sign. Independent graphics card shipments are expected to grow in the second quarter, partly due to the shortage of GPUs in the field of artificial intelligence (AI), which has led users to seek gaming graphics cards as alternatives.
❸
Samsung's Lee Jae-yong met with Meta, Qualcomm and Amazon leaders to cooperate in areas such as AI
Samsung Electronics President Lee Jae-yong met with the heads of Meta, Qualcomm and Amazon in the United States this week to discuss cooperation, the topics of which included artificial intelligence (AI), cloud services and chips. Samsung officials said that Meta CEO Mark Zuckerberg invited Lee Jae-yong to his home on June 11, and the two sides discussed issues such as AI, virtual reality, and enhanced display. In addition, Lee Jae-yong also met with Amazon CEO Andy Jassy and Qualcomm CEO Cristiano Amon to discuss cooperation in the semiconductor field, including Amazon data center and cloud server chips, and Qualcomm mobile processor chip contract manufacturing. Samsung plans to hold a company-wide strategic meeting at the end of June to discuss the cooperation matters of Lee Jae-yong's meeting with the three American technology giants.
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