Recent #Production news in the semiconductor industry

5 months ago

➀ Intel has delayed its Ohio semiconductor manufacturing site, originally planned for 2025, to at least 2030.

➁ The first phase of the Ohio site (Mod 1) will now be completed in 2030, with production starting between 2030 and 2031.

➂ Intel's $28 billion Ohio chipmaking factories are located in New Albany, with the delay made to align factory operations with market demand.

2030DelayIntelOhioProductionSEMICONDUCTOR
6 months ago
➀ TSMC's Arizona factory has secured contracts to produce Apple's S9 SiP for the Apple Watch and AMD's Ryzen 9000 series processors. Both products are now in production. The facility is operating at 10,000 units per month, with plans to increase capacity despite tooling bottlenecks. ➁ TSMC Arizona is also manufacturing AMD's new Ryzen 9000 series 'Granite Ridge' desktop Zen 5-based processors. ➂ The TSMC Board is scheduled to meet in Arizona in February.
A16 chipsAMDAppleApple WatchArizonaProductionRyzen 9000SiPTSMCdesktop CPUsiPhone
8 months ago
➀ Intel's 18A process is on track for production ramp-up next year, according to Naga Chandrasekaran, Intel's chief global operations officer and GM of the foundry business. ➁ The plan is to sample 18A chips to customers in H1 2025 and start production in H2 at Intel's Oregon fab. ➂ The defect density on 18A is currently at 0.4 defects per cm^2, comparable to TSMC's N7 and N5 processes before mass production.
IntelProductionTSMCchip manufacturingsemiconductor technology
8 months ago
➀ The WSTS reported a $166 billion semiconductor market revenue in Q3 2024, with the highest growth rate since 2021. Nvidia led the market with AI GPU strength. ➁ SK Hynix, Micron, and Kioxia reported double-digit revenue growth, while Renesas Electronics saw a decline. ➂ The outlook for Q4 2024 and 2025 is mixed, with AI driving growth but concerns over automotive market and memory market impact.
AINVIDIAPCProductionautomotivemarket growthmemorysemiconductorsmartphone
8 months ago
➀ TSMC will start producing 2nm GAA-based wafers in Q4 2025 at Fab 20 in Hsinchu; ➁ The production will be followed by Fab 22 in Kaohsiung in Q1 2026; ➂ N2P production will start in late 2026 without backside power delivery; ➃ N2 and N2P will use TSMC's NanoFlex technology; ➄ N2 is 15% denser than N3E and improves performance by 10% to 15%; ➅ N2E will be followed by N2P and N2X in 2026; ➆ TSMC's planned capacity for 2nm is more than for 3nm; ➇ 2nm wafers are expected to cost $30k+.
2nmGAAPower ConsumptionProcess technologyProductionTSMCperformancesemiconductor
9 months ago

➀ Several Chinese SiC projects have reached new progress, with total investment exceeding 13.4 billion yuan.

➁ Shilanwei's 8-inch SiC project is in the final phase of civil engineering, expected to be put into trial production in Q4 2025.

➂ Yuqin Semiconductor's SiC crystal material research and industrialization project has a capacity of 840 ingots per year.

➃ Xujie Energy's headquarters and SiC/GaN industrialization project is expected to be completed and put into use by the end of the year.

➄ Shandong University and Zhongjing Xinyuan have signed a project to develop 8-inch SiC single crystal growth and substrate processing technology.

Productioninvestmenttechnology
9 months ago

➀ The launch ceremony and 10th anniversary celebration of Yiyue Technology's semiconductor high purity electronic process equipment production and manufacturing base project were successfully completed on October 12, 2024;

➁ The project, located in the Hefei Xinqiao Technology Demonstration Area, covers an area of about 20 acres and has a total building area of about 20,000 square meters;

➂ After the project is put into production, it will have a production capacity of 2,500 special gas equipment, 180 complete sets of chemical equipment, 480 tail gas treatment equipment, and 60 complete sets of gas production equipment per year, effectively filling the gap in the process medium transportation equipment industry in Hefei Economic and Technological Development Zone's integrated circuit industry.

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10 months ago
➀ The Fraunhofer IPA's Center for Digitalized Battery Cell Production (ZDB) has launched a flexible winding machine for cylindrical battery cells in partnership with acp systems AG. It serves as a platform for testing new cell formats, components, and tab designs. It enables the development of large-format cells for future battery technologies. The winding machine is unique globally and integrated into an automated and digitalized infrastructure for battery cell production. ➁ The machine is not only a production platform for Jelly Rolls but also a research platform for developing and testing innovative cell systems and formats. ➂ The entire production process is digitalized and networked to minimize waste and improve quality. Data collected by sensors are processed in real-time in the cloud, allowing for traceability technologies that can attribute data to individual battery cells. This enables data analysis, AI training, and the development of monitoring and predictive services.
Battery TechnologyDigitalizationManufacturingProductionautomotiveinnovationresearch
10 months ago
➀ Electronics production in developed countries is showing slow growth or decline in 2024; ➁ Taiwan and South Korea have seen strong growth, driven by AI servers and smartphones; ➂ Vietnam and India are experiencing significant production growth, with Vietnam benefiting from Samsung's investment and India from multinational manufacturing; ➃ China remains dominant but growth has slowed as companies shift manufacturing overseas.
AppleChinaGrowthIndiaLenovoProductionSouth KoreaTaiwanVietnamdeclineelectronics
11 months ago
➀ The San’an-ST project, with a total investment of approximately CNY 30 billion, is close to completion and is expected to start production soon. ➁ The project includes a chip factory and a substrate factory, focusing on the production of SiC power chips and substrates. ➂ The substrate factory, fully funded by San’an Semiconductor, is set to produce 480,000 8-inch SiC substrates annually, while the chip factory aims for an annual production capacity of 480,000 automotive-grade SiC MOSFET power chips.
ProductionSiCsemiconductor
11 months ago
1. Apple's iPhone 16 Pro and iPhone 16 Pro Max are reportedly starting production in India, marking the first time a Pro model is manufactured in the country. 2. Leaked images of packaging indicate the phones are 'Assembled in India', suggesting a shift from previous 'Assembled in China' labels. 3. This move is part of Apple's strategy to diversify production beyond China, potentially due to geopolitical tensions and supply chain risks.
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