Flyking Weekly Express 2024-12-23

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Intel Demand Overview

In the server product line, Intel sees weak demand for CPUs, primarily small-scale requirements. For solid-state drives, market demand focuses on discontinued items like the P5510 series with 3.84TB and 7.68TB capacities. Network chip demand is stable, and prices for items like the WGI210AT continue to drop. Laptop CPUs in 10th and 11th generations show flat prices and limited demand, mostly for project repairs in small quantities. The 12th-gen CPUs, such as the i5-1250P and i7-1260P, have demand but are highly price-sensitive.

Samsung Secures Hyundai 5nm Chip Order

Hyundai Motor has partnered with Samsung for its self-developed 5nm autonomous driving chip. This ensures localized stable supply and reduces reliance on foreign firms like TSMC. The collaboration is expected to boost Samsung’s revenue and potentially attract more automotive clients. The automotive chip market is projected to reach $29 billion by 2030.

Diodes Maintains Stable Automotive Pricing

Diodes forecasts steady automotive product pricing for 2024, with potential 1%-2% quarterly reductions. It has also released the ZXCT18xQ series precision current shunt monitors for applications like ambient lighting, battery management, and seat heating in vehicles.

Murata's Capacitor Delivery Challenges

Murata reports polarized delivery lead times for capacitors—some distributors face disruptions while others maintain stable supply. Additionally, Murata introduced Wi-Fi HaLow™ modules “Type 2HK” and “Type 2HL” supporting long-range, high-speed data transfer, with mass production expected in late 2025.

NVIDIA Blackwell System Demand Rises

NVIDIA’s Blackwell system is in full-scale production with growing demand. Its complexity poses scalability challenges, evidenced by lower-than-expected shipments last quarter. However, this quarter’s shipments are projected to reach billions. NVIDIA is finalizing configurations for the GB300 AI server, with Foxconn as the primary supplier. The product is expected to launch in the first half of next year.

Micron's HBM4 Mass Production in 2026

Micron has announced plans for HBM4 and HBM4E production starting in 2026, promising cutting-edge performance for AI computing. The competition for HBM4 leadership is intensifying, with Micron, SK Hynix, and Samsung vying for dominance.

NXP Acquires Aviva Links

NXP plans to acquire U.S.-based SerDes startup Aviva Links for $242.5 million, with the deal expected to close in 2025. This acquisition bolsters NXP’s ADAS and IVI systems, which require high asymmetric bandwidth for camera and display networks.

Broadcom Boosts Packaging and Testing Supply Chain

Driven by the AI wave, Broadcom’s products for hyperscale data centers are experiencing surging demand. The company anticipates AI-related revenue to grow at a CAGR of over 60% over the next three years, benefiting its packaging and testing supply chain through 2024.

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