TrendForce released the 2023 Q3 report on the foundry market, showing that TSMC has further extended its leading position, while Intel IFS has entered the top 10 list for the first time. In the third quarter of 2023, the output value of the top 10 wafer foundries was 282$900 million (about 2028.)3.9 billion yuan), an increase of 79%。TSMC's third-quarter revenue increased by 10% sequentially2 per cent, up to 172$500 million (about 1236.)8.3 billion yuan), of which 3nm accounts for 6%, and the overall advanced process (7nm and below) revenue has accounted for nearly 60%.
SMIC's third-quarter revenue increased by 38 per cent, up to 16$200 million (about 116.)1.5 billion RMB). It is worth mentioning that Intel's foundry business IFS benefited from the seasonality of notebook computers in the second half of the year, coupled with the impact of its own advanced manufacturing process, and its revenue in the third quarter increased by about 341%, up to about 3$100 million (about 22.)2.3 billion yuan), entering the TOP10 for the first time. （techsugar）
According to people familiar with the matter, TSMC has shown the process process test results of the N2 (i.e., 2nm) prototype to major customers such as Apple and Nvidia. But at the same time, Samsung will not only launch a 2nm prototype, but also offer discounted prices to attract customers such as Nvidia. Qualcomm has plans to produce the next generation of high-end mobile phone chips using Samsung's SF2 (2nm) process. (Financial Times).
Recently, the new phase of Heli Capital completed the first round of closing of RMB 1.2 billion. In addition to more than half of the old LPs continuing to support, local state-owned assets such as Yangzhou and Changsha have also been added. Up to now, 3 projects have been voted for in the new phase**, of which 2 projects are being delivered. As of the end of the last ** investment period in April 2023, Heli Capital has completed the investment in 35 semiconductor projects, including 3 unicorn projects with a valuation of more than 1 billion US dollars, 15 national high-tech enterprises, 8 specialized and special new enterprises, and 5 gazelle enterprisesIn four years, it achieved an IRR of 42% and an MOIC of over 24 times. (Investment Community).
1. Zhejiang Wangrong Semiconductor 8-inch power device project was put into operation, with an investment of 2.4 billion yuan in the first phase
2. Bosch plans to lay off 1,500 employees at two plants in Germany by 2025
3. The large layoffs at Innolux Zhunan Plant were involuntary, and the company responded: Respect the wishes of employees and make appropriate arrangements
4. TSMC's first chip factory in Japan is expected to be completed in February 2024;
5. IBM, Micron, etc. will build a $10 billion chip park with New York and introduce EUV lithography machines.