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   Technology StocksASML Holding NV

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From: BeenRetired4/9/2021 8:18:50 AM
1 Recommendation   of 32813
MacBook and iPad production delayed as supply crunch hits Apple
US tech giant's headaches suggest even worse chip shortages lie ahead

TAIPEI -- Production of some MacBooks and iPads has been postponed due to the global component shortage, Nikkei Asia has learned, in a sign that even Apple, with its massive procurement power, is not immune from the unprecedented supply crunch.

Chip shortages have caused delays in a key step in MacBook production -- the mounting of components on printed circuit boards before final assembly -- sources briefed on the matter told Nikkei Asia. Some iPad assembly, meanwhile, was postponed because of a shortage of displays and display components, sources said.

As a result of the delay, Apple has pushed back a portion of component orders for the two devices from the first half of this year to the second half, the people said. Industry sources and experts say the delays are a sign that the chip shortage is growing more serious and could impact smaller tech players even more heavily.

Apple is known for its expertise in managing one of the world's most complicated supply chains, and for the speed with which it can mobilize suppliers. This has helped the company withstand a global component shortage that is already squeezing automakers and electronics makers alike.

Production plans for Apple's iconic iPhones have so far not been affected by the supply shortage, although the supply of some components for the devices is "quite tight," according to two sources. Overall, the component shortage remains a supply chain issue for Apple and has not yet had an impact on product availability for consumers, Nikkei has learned.

Apple declined to comment for this story.

Apple rival Samsung Electronics, the world's biggest smartphone maker, recently confirmed that the chip shortage could be problematic for the company in the April to June period, adding that it has teams of employees working around the clock to resolve the issue.

Large players like Apple, Samsung Electronics and HP have a lot of leverage with suppliers to demand that their orders receive priority when capacity is limited, said Peter Hanbury, a partner with consultancy Bain & Co. "They also have developed sophisticated purchasing and supply chain capabilities, including collaborative planning with semiconductor manufacturing partners and strong visibility into where their products are manufactured so they can see ahead of shortages like this," he said.

Now, however, "demand for some of these large product categories has outstripped the total capacity available," Hanbury added. "They now face the same long-term challenges [as their chip suppliers and production partners] of adding manufacturing capacity, which takes years and billions of dollars."

Apple sells around 200 million iPhones, more than 20 million MacBooks, 19 million iPads, and more than 70 million pairs of AirPods a year -- all rank within the top five globally in their respective consumer electronics segments -- making the company one of the world's most powerful procurement forces.

Apple is the world's fourth-largest laptop maker with 7.6% market share, trailing Lenovo Group Holding, HP and Dell in 2020. Apple's iPads, meanwhile, are the clear leader in the tablet market, with a 32.5% share last year, followed by Samsung, Huawei, Lenovo and Amazon, IDC data showed.

The fact that the supply crunch has spread to MacBooks and iPads -- two key Apple items -- shows that the component shortage remains a serious issue and could deal a more serious blow to tech players that have less bargaining power and supply chain management expertise than the U.S. company, industry executives told Nikkei Asia.

"We really don't see an end to this shortage, and things could be even worse, looking ahead to the end of the June quarter, as some smaller tech players could run out of some critical inventories to build their products and need to scale back production," said Wallace Gou, president and CEO of Silicon Motion, a NAND flash memory controller chip developer that supplies Samsung, Western Digital, Micron, Kingston and many others.

PC demand remains strong in this year as the stay-at-home economy brought about by the coronavirus pandemic continues to flourish. The global PC market is forecast to grow by more than 18% this year, after expanding at a rapid clip of nearly 13% last year, according to research agency IDC.

However, the U.S., Japan and Germany have asked Taiwan and South Korea, the two key chip manufacturing economies, to help prioritize chips for the automotive industry, which is crucial to the world economy. This has further squeezed production of semiconductors for consumer electronics and computer products.

Tech totally blew The 21st. Virus only sped things up.
One more thing.
EUV oh soooo enabling.
EUV: Ever better chips ever cheaper.

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From: BeenRetired4/9/2021 8:28:36 AM
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China's First [PCIe 4 32GB HBM2] 7nm [GP]GPU Nears Mass Production, Pics Emerge
By Nathaniel Mott 7 days ago

Big Island

Shanghai Tianshu Intellectual Semiconductor Co. (Tianshu Zhixin) announced Wednesday that it's nearing "mass production and commercial delivery" of Big Island, China's first domestically produced 7nm general-purpose GPU (GPGPU).

(Image credit: Tianshu Zhixin)

Tianshu Zhixin said in January that BI was made using an unidentified 7nm process node and 2.5D chip-on-wafer-on-substrate (CoWoS) packaging. On Wednesday, it confirmed our suspicion that BI was made using TSMC's 7nm FinFET process.

It also shared a little more information about what people can expect from BI when it starts to ship. The image below shows Tianshu Zhixin's performance claims in a variety of floating point formats that it teased during the January announcement:

Tianshu Zhixin claimed that BI offers "nearly twice the performance of mainstream manufacturers' products" at a lower power consumption while also offering a more attractive price-to-performance ratio. (Pricing details weren't revealed, however.)

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From: BeenRetired4/9/2021 8:36:02 AM
1 Recommendation   of 32813
Samsung first-quarter profit likely surged 45% on bumper smartphone, appliance sales

By Joyce Lee
APRIL 4, 20214:06 PM


UPDATED 5 DAYS AGOSEOUL (Reuters) - Samsung Electronics Co Ltd likely saw a 45% jump in profit for January-March on robust sales of smartphones, TVs and home appliances, though chip division earnings are seen tumbling after a storm suspended production at its U.S. plant.

Spending more time at home due to the coronavirus pandemic, consumers have splashed out on an array of high-margin consumer electronics which in turn has helped cause a global shortage of semiconductors.

Operating profit for the South Korean tech giant in the quarter is expected to have climbed to 9.3 trillion won ($8.2 billion), according to a Refinitiv SmartEstimate drawn from 16 analysts. SmartEstimates assign more weight to forecasts from consistently accurate analysts.

That would mark Samsung’s highest operating income level for the first quarter since 2018. Revenue likely rose 12%.

Samsung is scheduled to announce preliminary first-quarter results on Wednesday.

In particular, its mobile division looks like it had a stand-out quarter, benefiting from the launch of its Galaxy S21 series in mid-January - more than a month ahead of the flagship model’s usual annual release schedule.

The world’s largest smartphone maker is estimated to have cornered roughly 23% of global market in the quarter, thanks to that launch and cheaper-than-usual pricing for its premium devices, according to Counterpoint Research. The S21, for example, was priced $200 lower than the S20.

That compares with 20% market share in the same quarter a year ago and 16% market share in the previous quarter when arch-rival Apple Inc released the iPhone 12.

High-margin accessories such as Galaxy Buds did brisk business as well, analysts said. They estimate operating profit for the division likely soared by more than 1 trillion won from a year earlier to about 4.15 trillion won.

Samsung’s TV and home appliance business is expected to see operating profit more than double to around 1 trillion won.

Despite stratospheric demand worldwide for chips, profits for Samsung’s semiconductor division are expected to have fallen by roughly a fifth to 3.6 trillion won.

The division has been hampered by the cost of ramping up new production and losses at its Texas factory after a winter storm halted output in mid-February. Samsung said production at the plant had returned to near-normal levels as of late March.

Analysts have estimated the losses related to the Texas factory shutdown at around 300-400 billion won.

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From: BeenRetired4/9/2021 8:56:32 AM
1 Recommendation   of 32813
Gelsinger "“righting this wrong.' By more than doubling its use of EUV"...

Furthermore, Intel is addressing the issues which have delayed the release of its next-gen 7-nanometer chips. Bolton says the company is “righting this wrong.” By more than doubling its use of EUV (extreme ultraviolet), it has now “re-architected and simplified its 7nm process flow.”

These include the production of modular tiles using state-of-the-art process technologies for the company’s client and data center CPUs as well as the Ponte Vecchio GPU.

Intel Stock Stages a Big Comeback; Analyst Says ‘Buy’ | Nasdaq

Pat will be laser focused on EUV.
Intel has a good handle on Stack.


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From: BeenRetired4/9/2021 9:04:12 AM
1 Recommendation   of 32813
TSMC posts record revenue for March , 1Q21
Jessie Shen, DIGITIMES, Taipei
Friday 9 April 2021

TSMC's consolidated revenue for March and first-quarter 2021 both set record highs.

TSMC reported revenue for March 2021 climbed 21.2% sequentially and 13.7% on year to NT$129.13 billion (US$4.54 billion).

TSMC's revenue for March 2021 outpaced the previous record high set in September 2020, when the foundry was busy fulfilling Huawei's orders before tougher US sanctions against the China-based company came into effect, according to market observers.

TSMC's cumulative 2021 revenue through March increased 16.7% from a year earlier to NT$362.41 billion, which also set a quarterly high. The results are believed to have come within the foundry's guidance given previously.

TSMC will hold its earnings conference call on April 15 to discuss its performance in the first quarter, and provide a business outlook.

TSMC where the puck is headed.

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From: BeenRetired4/9/2021 10:23:56 AM
   of 32813
ASML 1 of 4 best chip guys to buy for next decade...

The 4 Best Semiconductor Stocks to Buy for the Next Decade

Leo Sun 1 hr ago

The Dutch company controls about 90% of this market, and its newest EUV (extreme ultraviolet) lithography systems are used to manufacture 5nm and 7nm chips. Its largest customer is TSMC, so it should directly benefit from the latter's rising capex over the next decade.

ASML will launch even more advanced EUV systems, called high-NA systems, over the next few years to manufacture 3nm and 2nm chips between 2022 and 2025. That roadmap directly aligns with TSMC's, and it will enable ASML to remain one of the industry's most important equipment makers for the foreseeable future.

ASML's revenue and earnings rose 18% and 38%, respectively, last year. Analysts expect its revenue and earnings to grow another 32% and 41%, respectively, this year as it profits from surging demand for new chips.

The 4 Best Semiconductor Stocks to Buy for the Next Decade (

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From: BeenRetired4/9/2021 6:39:40 PM
1 Recommendation   of 32813
AMD's Ryzen 9 5900 Blurs The Line Between Performance And Value
By Zhiye Liu 19 hours ago

Unattainable Zen 3 monster

Hardware detective Tum_Apisak has spotted AMD's Ryzen 9 5900 in a new benchmark. The 12-core processor appears to be a complete monster, but it's a shame that the chip is exclusive to OEMs.

Coming out of TSMC's 7nm furnace, the Ryzen 9 5900 is just like any other Ryzen 5000 (Vermeer) processor. Wielding the mighty Zen 3 cores, the Ryzen 9 5900 is essentially the power-optimized version of the Ryzen 9 5900X. The Ryzen 9 5900 retains the same 12-core, 24-thread design with 64MB of L3 cache as its counterpart. Unlike the Ryzen 9 5900X's 105W TDP, the non-X model is restricted to 65W.

With a stricter power limit, the Ryzen 9 5900 obviously arrives with lower operating clock speeds. The processor has a 3 GHz base clock, which is 700 MHz lower than the Ryzen 9 5900X. The boost clock, on the other hand, didn't suffer a huge reduction. The Ryzen 9 5900 easily boosts to 4.7 GHz, only 100 MHz lower than the Ryzen 9 5900X.

It's normal to wonder how the Ryzen 9 5900 performs in comparison to the Ryzen 9 5900X given the lower TDP. Being an OEM-exclusive processor, it's hard to find benchmarks of the Ryzen 9 5900 until Tum_Apisak managed to unearth one for us. UserBenchmark doesn't have the best street cred, but it's what's available so we'll have to settle for that benchmark for now.

With all things considered, the Ryzen 9 5900 is a very attractive processor, and it's a mystery while AMD won't offer it to the retail market. The Ryzen 9 5900X has a 61.5% higher TDP, and it's less than 10% faster than the Ryzen 9 5900. Of course, we'd have to put the Ryzen 9 5900 through its paces to see whether the performance delta from UserBenchmark is valid.

Officially, the Ryzen 9 5900 is only available to OEMs, but that's what AMD also said with its Ryzen 4000 (Renoir) APUs, and we found them all over the place. It's only a matter of time before the Ryzen 9 5900 hits the grey market if it hasn't already.

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From: BeenRetired4/10/2021 7:06:24 AM
1 Recommendation   of 32813
"TSMC has kept its fabs running at 'over 100% utilization' over the past year"...

In response, TSMC has kept its fabs running at “over 100% utilization” over the past year, Chief Executive Officer C.C. Wei told clients in a letter recently. The company -- already planning capital spending of as much as $28 billion this year -- will invest $100 billion over the next three years to expand its capacity, he said.

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From: BeenRetired4/10/2021 7:22:10 AM
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TSMC CC: "Today, as we enter another period of higher growth"...


Next, let me talk about our capital intensity outlook. As we have said previously, our long-term capital intensity is in the mid-30s percentage range. However, when we enter a period of higher growth, our capex needs to be spent ahead of the revenue growth that will follow, so our capital intensity will be higher. For example, during 2010 to 2014, our capex spending increased threefold as compared to the previous few years and our capital intensity range between 38% to 50%. Because of the increased investment, we were able to capture the growth opportunities and deliver above 15% growth CAGR from 2010 to 2015. Today, as we enter another period of higher growth, we believe a higher level of capacity -- capital intensity is appropriate to capture the future growth opportunities. We now expect a higher growth CAGR in the next few years, driven by the industry megatrends of 5G and HPC-related applications, which C.C. will discuss in more detail.

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From: BeenRetired4/10/2021 7:24:26 AM
   of 32813
TSMC CC: "TSMC's revenue grew 31.4% YoY in US dollar terms."

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