ROCKSTAR ELECTRONICS LIMITED

Rockstar Electronics Limited Market Trend April 1st -7th 2024 NVIDIA Earthquake not expected to have any impact on chip supply. Proposed $200 Million Investment in Artificial Intelligence Center with Indonesian Telecom Giant. Top Semiconductor Market with $19.8 Billion Sales in Q4 2023. 　 　 　 　 SAMSUNG Proposed increase in Texas semiconductor investment to $44 billion. Plans to increase enterprise SSD prices by 20%-25% YoY in Q2. DRAM wafer count in the second half of the year is expected to return to the pre-production cuts, averaging 660,000 wafers per month. 　 　 　 　 SK HYNIX Developed the semiconductor industry's first ambient gas recovery technology in cooperation with TEMC, which is expected to reduce neon gas procurement costs by approximately 40 billion won per year. Announced the construction of an HBM advanced packaging plant in the U.S. at a cost of approximately $4 billion, with mass production scheduled to begin in the second half of 2028. DRAM wafer production in the second half of the year is expected to return to the pre-production cuts, an average of 450,000 wafers per month. 　 　 　 　 INTEL Reveals $7 Billion Loss for Core Foundry Business in 2023. Announces Foundry Business Plan: Reduce Costs and Improve Profitability of Its Own Products. Xinhua San Partners with Intel to Release CPU Large Model Fine-tuning and Inference Solution. 　 　 　 　 MEMORY DEVICES DRAM industry prices are expected to rise for 3 consecutive quarters, and storage chip inventory levels are falling. Taiwan earthquake may accelerate the rhythm of memory chip price increases, some memory factory suspended offer. Supply Chain Expectations: Q2-03 Memory Single Quarterly Price Increase of 3-8%. 　 　 　 　 AI CHIPS Alibaba Tsai Chongxin: current domestic AI chips can support 18 months of large model training needs. TSMC Huang Chongren: NVIDIA AI chip cost is too high, TSMC can produce low-priced products. 　 　 　 　 MCU  The industry expects 2024 02 inventory can be returned to a healthy level, while the market price will continue to pull back. 8-bit MCUs, 32-bit MCUs and other products show a clear downward trend, the market is full of general-purpose materials in stock. Some of the automotive materials are still long, ST and Renesas automotive materials in stock more than 40 weeks.

Rockstar Electronics Limited Market Trend Mar 4th -Mar 8th 2023 　 　 　 　 AWD Sales of "customized AI chips" to China were blocked by the U.S. as "too powerful". Launched 16nm FPGA chip portfolio with 30% lower power consumption. AMD Radeon RX7900 GRE graphics card announced for global release. 　 　 　 　 SAMSUNG Reportedly using NVIDIA's digital twin technology to improve chip yields. Second-generation 3nm process renamed '2nm' for marketing purposes. Samsung and LG will supply 3.9 trillion won of OLED displays for Apple's iPad Pro. 　 　 　 　 MICRON Announced mass production of HBM3E high bandwidth memory, which will consume 30% less power than competitors. Will utilize Canon's nanoimprint lithography to reduce DRAM production costs. Introduced UFS in a compact package to help design next-generation smartphones with higher-capacity batteries. 　 　 　 　 NVIDIA Next-generation AI chip B200 will consume 1,000W of power and is expected to come out in 2025. GTX16 series GPUs completely discontinued 　 　 　 　 HYNIX Investing $1 billion to ramp up HBM packaging. May cooperate with Armor Man to produce HBM in Japan. 　 　 　 　 MEMORY DEVICES TrendForce expects memory prices to continue to rise in Q1 as restocking demand leads to a slow season. Samsung, SK Hynix and Micron cut capex and NAND production in response to supply/demand imbalance IDC's forecast data shows that the memory chips market will grow by as much as 52.5%. 　 　 　 　 AI CHIPS Qualcomm's Smart Driving Chip Set for Toyota, FAW Red Flag Projects, Mass Production Expected by End of '24 NVIDIA's H100 supply limited, A10080GB inventory improves, pricing may be optimized.NVIDIA RTX A4000 to be discontinued by 2027 　 　 　 　 MCU Infineon's latest MCU TC4XX series started mass production -IAR fully supports Siu Wah's full range of chips, strengthening the industrial control and automotive MCU ecosystem. MCU chips have opened a new round of price increase recently, but the signal of market demand recovery is not clear.

Rockstar Electronics Limited Market Trend Feb 26th -Mar 1st 2023 NVIDIA China's "special" H20 chip after this year's GTC conference fully accept pre-orders, the fastest four weeks of supply Released new GPU RTX500 and RTX1000, AI performance increased by1400% more AI performance. Hugging Face and ServiceNow Launch Open Source AI Big Model: StarCoder2 Series. 　 　 　 　 SAMSUNG Announces First 12-Layer Stacked HBM3E DRAM, Mass Production Expected in Second Half of the Year. Proposed to launch wearable smart ring, expected to see the first year of volume release in 2024. Sold all shares of ASML for its semiconductor process technology upgrade. 　 　 　 　 ON Introducing the seventh generation of IGBT intelligent power modules to help reduce heating and cooling energy consumption. Market prices have fallen for most models, but demand for automotive materials is still on a growing trend. Demand for automotive materials remains on an upward trend Image sensors, MOSEFTs and transistors remain in short supply, with lead times now exceeding 50 weeks. 　 　 　 　 INFINEON Reorganization of Sales Structure and Collaboration with Omron GaN Enables New Vehicle-to-Car (V2x) Charging System. Infineon's New Generation MCU AURIX™TC4x to be Mass-Produced Infineon REAL™ 3D TOF Partners with Lite-On Technology to Enable a New World of Robotic Vision. 　 　 　 　 MEMORY DEVICES Hynix, Micron Technology announced:2024HBM sold out of storage chip price increases have become a foregone conclusion, Samsung and other chip makers to take the lead in pulling up. According to the flash memory market public offer: NAND index weekly rose 1.73%, DRAM index weekly rose 2.97%. Armor Man ended production cuts, will expand flash memory production 　 　 　 　 AI CHIPS Chipboard Consulting: Global server shipments are expected to grow 2.05% annually in 2024, with AI servers accounting for about 12.1% of the total. AI chips with VeriSilicon NPU IP have shipped more than 100 million units worldwide. NVIDIA may launch B100 GPUs with upgraded cooling technology, temperature control market is facing a complete revolution. 　 　 　 　 MCU  Demand for consumer MCUs from large manufacturers remains flat. Demand for industrial MCUs continues to be weak due to the slowdown in macro activity and ongoing inventory de-stocking. The overall situation for automotive MCUs is relatively stable, with the growth rate starting to slow down, some material shortages and long lead times.

Rockstar Electronics Limited Market Trend Feb 19th -Feb 23th 2023 SAMSUNG Samsung gets order for 2nm AI chips, sources say. Adjusts chip factory construction plan to cope with changes in market demand. Will expand cooperation with British chip design company Arm to enhance the competitiveness of its foundry business. RENESAS Will acquire PCB design software leader Altium. Demand remained stable, the market overall inventory levels are still high. Tight demand is mainly concentrated in some of the old discontinued series. INFINEON Announced the sale of two packaging and testing plants, Sun Microsystems took over. The overall demand is still not much, the supply of high-voltage and low-voltage MOSFETs gradually returned to normal. Relatively high demand for automotive and industrial control MCU products, with a small portion of prices still very high. MICROCHIP Overall Demand Remains Weak, with Some Heat for Automotive-Related Products. Prices for Most General Purpose 8-bit and 16-bit MCU Products Stabilized, with Plenty of Inventory in the Marketplace. Introduced TimeProvider@ 4500 Series, the industry's first master clock product to offer high-speed network interfaces up to 25 Gbps 　 　 　 　 INTEL Intel CEO: Intel's products and foundry business do not interfere with each other. Intel foundry took Microsoft order, or AI chip related to the U.S. reportedly proposed to Intel to provide more than $ 10 billion in subsidies 　 　 　 　 MEMORY DEVICES Armor Man proposes to produce memory chips for SK Hynix, has restarted merger talks with Western Digital. Q1 2024 DRAM up 13-18% YoY, same as previous quarter's rise. Q1 NAND up 18~23% YoY, better than 13~18% in previous quarter 　 　 　 　 AI CHIPS NVIDIA's AI chip shortages ease, lead time shortened to 3 to 4 months from previous 8 to 11 months. Samsung enters AI semiconductor logic chips, opens general artificial intelligence computing lab in Silicon Valley. Intel sets goal of shipping more than 100 million AIPC processors in two years 　 　 　 　 MCU  Hua Hong: MCU orders in the first quarter remains weak. Sheng Qun: MCU demand has not seen a significant recovery, the first half of the price will not be adjusted again. Currently China's MCU localization rate of about 16%, the future has a lot of room for progress!

Market Trend Jan15th -Jan 19th 2023 MURATA After a Murata inductor plant was damaged by the earthquake in Japan, it simultaneously triggered market fluctuations, with related products increasing in price by 10 times or more, and not always available. This plant mainly make automotive and industrial control inductors, mainly involved in the LQH/DLW two series, the greater impact on the downstream is the automotive category, while the consumer category use less, the impact is not as large as the automotive category. 　 SAMSUNG Samsung Electronics consultant reportedly visits Hon Hai, Huabang, speculation may expand AI field cooperation. Samsung and SK Hynix ask Korean memory chip component suppliers to cut prices, sources say.  HSBC expects Samsung to become a mainstream supplier of advanced HBM chips by mid-2024. 　 TI Analog and MCU category prices continue to be inverted, market demand fluctuates greatly. Demand for some 32-bit MCUs for automotive and industrial applications picks up, prices rise. TLO84HIDYYR, an operational amplifier for industrial and medical applications, has high inventory and falling prices. LED driver TLC6C57240DAPRO1 for automotive applications with high inventory and falling prices. 　 RENESAS Since 2023 Q4, Renesas interface chip lead times have been significantly shortened. Acquires Transphorm at 35% premium to strengthen GaN power semiconductor strategy. Launches RZ/G3S 64-bit Microprocessor with Enhanced Peripherals for IoT Edge and Gateway Devices. 　 ST Vehicle-grade storage products, which are still in short supply. Signal chain, switching regulators, power supplies, and other products have declined in shipments. Demand for L9826 series automotive parts is expected to increase, with current lead times between 30-40 weeks. 　 NXP LIN transceiver TJA1020T, TJA1020T/CM demand picks up, prices rise. New 28nm RFCMOS Automotive Radar Single Chip Family Recently Released. 　 MEMORY DEVICES Gartner Report Shows 37% Revenue Drop for Memory Products in 2023. Apple and others rumored to be evaluating OLC NAND flash for 1TB capacity phones. Key flash chips in short supply, SSD prices may take off soon. 　 POWER DEVICES Sun Micron, TSMC vigorously layout AI chip advanced packaging terminal (including cell phones and smart cars) will become a new growth point for AI. SK Hynix exhibits at CES2024, focusing on AI memories such as HBM and CXL. Demand side, consumer electronics boom degree rebound, industrial control, automotive, optical storage is generally stable, low-voltage power products to take the lead in benefiting. 　 ANALOG CHIPS General-purpose chips have gone from normal price to price inversion, and prices for specialized chips such as industrial and automotive chips have returned to normal price. ADI, Infineon's analog chip inventory levels remain high. Technavio says analog semiconductor market expected to grow by 2028.

TI Discontinued model LM2662 recent shortage of goods, prices rose industrial products demand continues to be low, in the inventory adjustment stage. Domestic substitution is prevalent in the Chinese market, which to a certain extent squeezes the market demand for #TI products. SAMSUNG Strengthening Chip Business and Artificial Intelligence Applications. Hanmi Semiconductor in talks with Samsung for exclusive supply of HBM process equipment. Has about $15 billion of memory chip inventory, some models are obsolete, or will be sold at low prices. NVIDIA GPU Market Expected to Surge 70% Year-over-Year in 2024, Competition with AMD to Intensify. Compliant RTX 4090D graphics card for mainland China market sees slight spec drop. NVIDIA's China-specific AI chip H20 to be mass-produced in Q2 this year. INFINEON Demand for silicon carbide power semiconductors will continue to be strong in 2024. The supply of ordinary high-voltage MOSFETs is gradually returning to normal, with shortened lead times and sufficient stock. NXP The demand for #automotive and high-end communication products is relatively stable, and the shipment of automotive chips may be adjusted to reduce the risk of inventory expansion. Delivery time of 8-bit, 16-bit and 32-bit MCUs and DSPs has improved. MEMORY DEVICES Supply chain said it expects NAND Flash Q1 prices to continue to pull up, but the rate of increase convergence. Samsung, Micron and others are planning for the first quarter of this year will be the DRAM price hike of 15%-20%. Multiple SSD hard disk product prices rose for the first time in nine quarters, manufacturers intend to 2024 after January-March continued to increase prices. AI CHIPS Sun Micron, TSMC vigorously layout AI chip advanced packaging terminal (including cell phones and smart cars) will become a new growth point for AI. SK Hynix exhibits at CES2024, focusing on AI memories such as HBM and CXL ANALOG CHIPS Demand for analog chips in automotive electronics and communications will further increase. Supply and Demand for Analog Chips Expected to See Continuous Improvement and Industry Recovery by 2024. China Analog Chip Market Size Expected to Climb to RMB333.95  Billion by 2025.#integratedcircuits #memory #samsungsemiconductor #analogdevices #prices #micron #nxpsemiconductors #nvidia #rockstar

Market Trend: November 27th to December 1st #TI (Texas Instruments) Abolished the MCU team in China and relocated the original entire #MCU product line to India. Currently has over 7,000 automotive-grade chips and continues to increase the pace of new chips advancement. Serial Multiple Selector SN74CBTLV3257PWR continues to grow in popularity in recent market.   #ADI (Analog Devices, Inc.) Q4 revenue declined 16% year-over-year due to high semiconductor inventory. Automotive parts accounted for 27% of overall revenue, up 14% year-on-year to $730 million. Recent weakness in industrial semiconductor demand spreads, only the aerospace industry still maintains a certain level of demand   #INFINEON The company's total inventory continues to increase, with days of inventory increasing from 149 to 153 in the quarter. Demand for connected components and general-purpose MCU in LOT applications was weak, but demand for security solutions remained strong.  Order momentum for core industrial applications such as factory automation or robotics will slow and inventory adjustments will continue through 2024.   #SAMSUNG Samsung Electronics Q3 semiconductor industry revenue exceeded 10.7 billion U.S. dollars in total output value. Ranked third in the world. Plans to increase the proportion of HPC chip foundry sales, from 19% in 2023 to 32% in 2028. will expand the chip manufactory in Tyler, Texas, or for the manufacture of AI chips.   #NVIDIA NVIDIA CFO: is studying solutions for export-restricted areas. Fiscal fourth-quarter revenue forecast is higher than expected, but worries about a sharp drop in China sales. Will work with Roche Pharmaceuticals on AI platform research to accelerate drug discovery and development   #Memory ICs Combination of memory ICs production cuts and MFGs stock control, market prices continue to report high demand is expected to improve. MFGs gradually toughened their attitude to price increases this month, but module makers refused to accept the price increase.   AI Chips China Merchants Electronics: HBM's incremental space in 2024 is expected to exceed US$10 billion.  Meta accelerates self-developed AI chips, second generation expected in 2026.    Automotive chips Automotive semiconductor share of total automotive costs will reach 50% by 2030, says agency. Automotive MCUs and SOCs, market demand growing faster and faster. Vehicle-grade MCUs as well as IGBTs still dominate the automotive chip shortage. #integratedcircuits #electric #electroniccomponents #rockstar #markettrends #newenergy #solarpower #automotive