劉揚偉表示，旺宏竹科6吋廠可透過新投資轉換生產碳化矽，但月產能只有1.5萬片顯然不夠，因此定位為研發及小幅量產，未來大型量產會以其他方式去做。目前集團在日本福山有個8吋廠，透過策略合作亦有馬來西亞矽佳（SilTerra）8吋廠可運用。

劉揚偉指出，上述1個6吋廠、2個8吋廠都會瞄準電源、射頻（RF）及CMOS影像感測器（CIS）應用。希望透過準備產能，讓鴻海電動車客戶不再有產能問題。目前已跟多家世界級半導體公司展開討論，未來會在適當時機宣布相關半導體領域合作案。

Liu Yangwei said that Wanghong Bamboo Branch 6-inch plant can be converted through new investment to produce silicon carbide, but the monthly production capacity of only 15,000 pieces is obviously not enough, so positioning for research and development and small mass production, the future large-scale production will be done in other ways. At present, the Group has an 8 inch plant in Fukuyama, Japan, through strategic cooperation is also available in The SilTerra 8 inch plant in Malaysia.

Liu Yangwei pointed out that the above 1 6 inch plant, 2 8 inch plant will aim at power supply, radio frequency (RF) and CMOS image sensor (CIS) applications. It is hoped that by preparing capacity, Hon Hai's electric vehicle customers will no longer have capacity problems. Discussions have been held with a number of world-class semiconductor companies and a partnership in the semiconductor sector will be announced in due course.

鴻海 (2317-TW) 董事長劉揚偉今 (12) 日指出，跟國巨 (2327-TW) 合資的國創半導體，預計明年營收 20 億元，2025 年將翻倍成長至 500 億元；此外，目前也在跟轉投資的馬來西亞晶圓廠矽佳 (SilTerra) 談長期供貨合約 (LTA)。

在上游的晶圓廠布局方面，劉揚偉指出，目前除了轉投資日本夏普 (Sharp) 有 8 吋晶圓廠，8 月上旬也向旺宏取得竹科 6 吋晶圓廠，此外，鴻海也透過入股 DNeX，間接轉投資馬來西亞 8 吋晶圓廠 SilTerra。

劉揚偉表示，目前 SilTerra 在展開工程及商務討論，預計可拿到部分產能，近 1-2 個月將簽署長期供貨合約，且除了既有的廠外，目前也有與其他夥伴洽談合作方式。

LTA in 1 to 2 mths time from foxconn.

摩根大通估计，台积电明年毛利率维持五成以上，如果把扩厂，增加先进制程产能的影响考虑进去，“以美元计价，台积电2022年营收将增加14%”。

为什么愈成熟的制程调涨愈多？IC设计公司主管透露，“现在联电的8吋产能已经比台积电更贵”，业者表示，目前最缺的8吋晶圆产能，台积电一片卖2,800美元，联电却已超过3,000美元，明明台积电的品质和交货速度，都优于竞争对手，“即使调涨价格之后，台积电8吋晶圆价格仍会低于或跟竞争者差不多”，但联电认为，涨价后，台积电28nm价格仍高于联电。

IC设计公司主管透露，二线晶圆厂每季会把数百片晶圆产能拿出来拍卖，用意可能是测试市场热度，“没想到喊价喊到4,000美元一片，还是很快就被抢光”，显示市场还是很抢手。


8 inch wafer asp had reach usd 3000usd per wafer.
Capactiy auction price reaching usd4000 was snatched.

If silterra asp only usd1500

46k x usd1500 x 12 mth = Usd868 mil Annual sales.

CGP got silex world no.1 mems foundry.
Silex is the subsidiary of Sai micro.
Silterra also leading in MEMs tech.

Silex got the advance sweden MEMS tech which CGP want to transfer to Silterra for capacity expansion.

Silterra main focus in future will be

Chipone IC chip 1.7 bil order

Automotive Chip (24k USD per wafer according to Gerald Lam , appreciate if he can verified the source )
Ff its true at USD20k x 5000 wafer per mth = USD100 mil x 12 = usd 1.2 bil
Jus 10% of current caps already can fetch usd 1.2 bil revenue.

MEMS chip( 3600 USD per wafer). Silex wafer price even higher than Sai Micro.

Silicon Photonic chip for 5G and DATA centre. 2022 will explode in high demand.

Most companies that manufacture these chips do the “sandwich version” of it, using lasers to precision-bond the optical and electrical layers together.
SilTerra’s approach is to integrate it into the wafer as a single chip, thereby reducing cost and volume.
Silterra is the only company that can do it now.

All are high margin product.

Revenue easy cross 1bil.
Potential hit usd 2bil in future in a few years time.
By then enough fund for expansion to 12 inch Fab.

半导体涨价潮又起！台积电后，三星宣布最高涨价20%！产业链多公司发声……

e公司 严翠 2021-09-01 12:29

半导体新一轮涨价潮又起！

8月31日，三星和韩国晶圆代工厂商Key Foundry通知客户将在今年下半年提高芯片代工价格，计划提高15%至20%。此前几日，台积电刚刚决定对明年晶圆代工的价格进行调整，最高涨幅20%，并于明年的第一季度开始正式生效。

值得一提的是，目前台积电是全球最大的芯片代工企业，占全球芯片代工市场一半左右的份额，部分制程份额更是高达70%，苹果、高通、联发科、英伟达等都是台积电的客户，三星则为全球第二大芯片代工企业。这意味着，台积电、三星的涨价，后续将可能引发整个半导体产业以及下游消费电子涨价潮。

目前，中芯国际（688981）、汇顶科技（603160）、全志科技（300458）、聚灿光电（300708）等多家上市公司已表态上游涨价相关问题。9月1日早间，国内某头部手机企业负责人向证券时报·e公司记者表示：“下半年估计行业（消费电子行业）都要提价了，包括明年。”

芯片代工涨价潮起

据韩国媒体THE ELEC8月31日报道，知情人士表示，韩国晶圆代工厂商Key Foundry和三星两家公司最近已通知客户，计划将代工价格提高15%至20%，据称，此举已经获得了一些客户同意，并已经签订新的合同。具体的价格涨幅取决于客户的订单量、芯片种类和合同期限，新价格将在4至5个月后正式生效。

同时，韩国芯片制造后段工序的企业也在酝酿涨价策略。据悉，一些封装和组装公司将在 9 月上调服务价格。

半导体企业涨价并非偶然。此前几日，全球最大芯片代工企业台积电，刚刚被爆将涨价。

据外媒报道，在全球缺芯的背景下，台积电决定将对明年晶圆代工的价格进行调整，并于明年的第一季度开始正式生效，多家IC芯片设计公司已经收到了台积电的涨价通知。台积电预备将16nm及以上的成熟制程芯片价格上调10％至20％，另外包括7nm及更先进制程芯片的价格上调约10%。

对于涨价，台积电给出的理由包括客户的供不应求、海内外的市场投资，还有额外的产能成本支出以及供应链的材料，设备难以采购等等。

据了解，这是台积电今年来首度全面涨价，但在此之前2021年，各大晶圆代工厂不断调涨报价，其中，联华电子几乎是每个季度都涨。联华电子已通知客户9月会提高报价，11月则部分产品报价涨价，并在2022年第一季度继续涨价，预估平均上涨10%，甚至有28nm制程的报价来到2800~3000美元新高，超越台积电，22nm制程报价也会跟上。

从去年秋季至今年春季，台积电、格芯（GlobalFoundries）、PSMC、SMIC和联华电子等已经将芯片价格上调了10%以上，因为需求非常旺盛。

中芯国际最新半年报也显示，上半年公司销售晶圆的数量由上年同期的280万片约当8英寸晶圆增长16.2%，至本期内的330万片约当8英寸晶圆，平均售价由上年同期得4143元增至本期的4390元。

赛威电子8月31日在互动易平台表示，2017-2020年，公司MEMS晶圆的平均售价分别约为1700美元/片、1800美元/片、2200美元/片及2700美元/片，2021年上半年公司MEMS晶圆的平均售价约为3600美元/片。

或引发下游连锁涨价反应

值得一提的是，目前芯片产业链涉及芯片设计、芯片代工制造、以及下游消费电子产业链等，因此，此次芯片代工企业的集体涨价，也极有可能引发产业链下游芯片设计企业的成本压力以及产品价格上涨，包括下游整个消费电子产业链企业整体涨价。

根据今年一季报数据，按营收排名，全球前五大芯片代工企业分别为台积电、三星、格芯、联华电子、中芯国际。今年二季度，台积电一家独大，第二季度产值133亿美元，环比增长3.1%，稳坐全球第一，三星以43.3亿美元的营收位列第二，环比增长5.5%，市场份额17.3%。

根据2020年年报，台积电客户遍布全球，客户总量达到510家，生产1.16万种不同产品，这些产品被广泛地运用在各种终端市场，如智能手机、高效能计算、车用电子、物联网等。而目前，台积电8英寸代工的全球份额达45%-50%，12英寸90nm-10nm制程的全球代工份额接近70%。

二季度，台积电16nm及以下制程的收入占比为63%。其中，5nm、7nm、16nm的占比分别为18%、31%、14%。据了解，这部分先进制程的客户有苹果、联发科、博通、高通、英伟达、超微半导体等全球芯片设计大厂，涉及的主要产品有CPU、GPU等，台积电调涨晶圆代工报价显然会对整个市场产生深远影响。其中，苹果为台积电的最大客户之一，其iPhone手机使用台积电代工厂生产的先进制程微处理器。

另据了解，三星目前代工的主要产品包括NVIDIA的RTX 30系列显卡芯片，高通的骁龙888/888 Plus芯片等。业内人士认为，这次代工涨价之后，RTX 30系列芯片成本也会上涨，进而影响最终价格。联华电子的大客户主要是联发科、瑞昱等IC设计企业。

智咨询副总经理兼首席分析师陈军认为，涨价主要是受需求推动，对于整个大半导体来说，进入第三和第四季度，供需紧张关系有所缓解，但基本上还是处于一个偏紧张和平衡的状态。

行业人士指出，代工费用上涨后，芯片价格势必上涨，进而向终端产品传导。

产业链人士：产品都要提价了，包括明年

对于台积电、三星等芯片代工企业涨价，9月1日早间，国内某头部手机企业负责人向证券时报·e公司记者表示：“下半年估计行业（消费电子行业）都要提价了，包括明年。”

事实上，早在2020年初，国内疫情刚刚大爆发之际，全球消费电子企业便曾掀起了一轮涨价潮，而当时涨价的产品主要集中于高端手机、笔记本电脑等，涨价原因为上游电子元器件涨价、人力成本上升、芯片短缺等。

聚灿光电8月27日也在互动易平台表示，公司确实是在致力于提升产品价格，主要是两个方向：一是既有产品的价格，减少低价订单供应高价订单，二是持续提结构、提性能，做增量，持续推出高价芯片新产品，当然产品价格也受到市场需求、原材料价格变动等多方面因素的影响，整体来说，通过多年“调结构、提性能、降成本、创效益”经营策略的坚持，公司产品价格向上的趋势已初步形成，前景可期。

我国销量领先的大功率半导体器件供应商台基股份8月30日在互动易平台表示，公司上半年产品已提价，后续尚无进一步提价计划。

全志科技近日在互动易平台回答投资者问答时表示，公司芯片产品目前主要由中芯国际、台积电、联华电子进行代工，会持续积极进行产销协同，提升供应能力。

中芯国际高管近日接受机构调研时表示，中芯国际第一是尊重契约，然后和客户协商。第二，我们也是根据市场发生的情况，然后按照这个趋势走。

汇顶科技是国内知名的芯片设计企业，公司芯片主要由芯片代工企业生产。公司高管近日在投资者交流会上表示，今年上半年，在供应链方面，汇顶科技没有因为产能紧张而涨价，公司坚持长期主义战略，与客户保持长期战略合作关系，保持相对稳定的价格，因此也获得客户的正向反馈，总体上游涨价影响可控。公司将不断提升生产管理水平，加强与上游供应商的沟通，保证足够的产能。另外，公司现在产品线越来越多，每个产品线所在的细分领域和生命周期不同，价格也会有所波动，随着我们产品越来越多元化，公司对毛利率控制会更有信心，未来公司毛利率将保持在50%左右。

（责编：彭勃）

半导体涨价潮又起！台积电后，三星宣布最高涨价20%！

据了解，这是台积电今年来首度全面涨价，但在此之前2021年，各大晶圆代工厂不断调涨报价，其中，联华电子几乎是每个季度都涨。联华电子已通知客户9月会提高报价，11月则部分产品报价涨价，并在2022年第一季度继续涨价，预估平均上涨10%，甚至有28nm制程的报价来到2800~3000美元新高，超越台积电，22nm制程报价也会跟上。

中芯国际最新半年报也显示，上半年公司销售晶圆的数量由上年同期的280万片约当8英寸晶圆增长16.2%，至本期内的330万片约当8英寸晶圆，平均售价由上年同期得4143元增至本期的4390元。

赛威电子8月31日在互动易平台表示，2017-2020年，公司MEMS晶圆的平均售价分别约为1700美元/片、1800美元/片、2200美元/片及2700美元/片，2021年上半年公司MEMS晶圆的平均售价约为3600美元/片。


San micro , cgp partner also strategic partner of silterra mems wafer price can fetch 3600usd per wafer.

Silterra 46 k wafer per mth can get 46k x usd3600 = usd165 mil x12 =usd2bil annually.

Even sell at usd1000 also got usd400mil .

http://www.chinaemail.com.cn/biz/tech/20210813/864.html

Its a powerful automotive chip. Not every 8 inch foundry can produce grade 0 automotive chip because its very difficult to pass the test.
Silterra had finally obtained the ticket to produce one of the higest premium lucrative chip in the market .
The headache now is too many customers,which to priortise.

Foxconn boss said long term contract will be coming soon.
Probably silterra will reserve the automotive caps for foxconn



刘扬伟表示，鸿海与马来西亚8英寸晶圆代工厂SilTerra(硅佳)展开商务、工程讨论，即将签署长期合约。与国巨合资的国创半导体(Xsemi)则规划制造高性能模拟半导体以及小型芯片。

Liu Yangwei said that Hon Hai and the Malaysian 8-inch wafer foundry SilTerra (Silicon Jia) have started business and engineering discussions and will soon sign a long-term contract. Xsemi, a joint venture with Yageo, plans to manufacture high-performance analog semiconductors and small chips.

Foxconn long term contract coming with new auto chip ready for mass production.
Interesting combo.

Liu Yangwei said that Hon Hai and the Malaysian 8-inch wafer foundry SilTerra (Sijia) have started business and engineering discussions and will sign a long-term contract.

SilTerra’s 180nm BCD AEC-Q100 Grade Zero automotive grade process is now entering mass production phase, and this is the second important milestone since the achievement of IATF 16949:2016 Automotive Certification in 2018 as the company makes strong progress entering the automotive IC market.

集微网消息，近期，鸿海取得旺宏在新竹科学园区的6英寸晶圆厂房及设备，称将聚焦电动车以及第三代化合物半导体SiC应用。鸿海的半导体布局逐渐清晰，董事长刘扬伟今日在法说会上指出，集团在半导体领域的长期目标是进入世界前十大厂商。

刘扬伟表示，鸿海与马来西亚8英寸晶圆代工厂SilTerra（硅佳）展开商务、工程讨论，即将签署长期合约。与国巨合资的国创半导体（Xsemi）则规划制造高性能模拟半导体以及小型芯片。

According to the micro-network news, Hon Hai recently obtained Macronix’s 6-inch wafer plant and equipment in the Hsinchu Science Park, saying that it will focus on electric vehicles and third-generation compound semiconductor SiC applications. Hon Hai’s semiconductor layout has gradually become clear.

Chairman Liu Yangwei pointed out that the group’s long-term goal in the semiconductor field is to enter the world’s top ten manufacturers. Liu Yangwei said that Hon Hai and the Malaysian 8-inch wafer foundry SilTerra (Sijia) have started business and engineering discussions and will sign a long-term contract. Xsemi, a joint venture with Yageo, plans to manufacture high-performance analog semiconductors and small chips.

when tsmc margin is 52%.
Silterra margin could be around 40% due to asp increase as they catch up with TSMC asp due to shortage.

at 1 bill revenue 40% is already 400 mill profit.

http://finance.eastmoney.com/a/202108172052031465.html

The wafers have risen endlessly. If you start from the second half of 2020, it has lasted for 14 months.
And even today, more than a year later, the foundry still has not slowed down the pace of price increases.

How could price rise to this?

Among the wafers, 8-inch wafers are the most in short supply, and this tight supply and demand has gradually spread to 12-inch wafers.

After entering the second half of the year, the strong recovery of the domestic new energy vehicle market has injected a boost into the chip market. Overlay 2020 is the first year of 5G large-scale commercial use. Compared with the previous 5G base stations, the number of chips used in 5G base stations will be doubled, of which 8-inch wafers are the first to bear the brunt.

Of course, the supply side is also "adding fuel to the fire." Over the years, 8-inch wafer production capacity has stagnated, and there are fewer than 200 factories producing 8-inch wafers in the world. SEMI said that between 2019 and 2022, global 8-inch wafer production is expected to increase by 700,000 pieces, an increase of 14%, with an average annual growth rate of only 4.5%.

At the same time, the insufficiency of production equipment has also suppressed the expansion of production capacity. At present, 8-inch wafer manufacturing equipment has been discontinued, and all available for production are second-hand equipment, refurbished equipment or previous inventory.

I don’t even have enough equipment, how can I expand production capacity?
The supply status of 12-inch wafers is actually not much better.

12 inches is the main attack point of current wafer manufacturers, but it is difficult to avoid the tension brought by 8-inch wafers, which will follow.

In addition to the current problem of wafers, it is not only as simple as price increases, but also has to wait even if the price increases. The original production cycle of semiconductor wafers is very long, on average, it takes at least 12 weeks. After that, it has to undergo assembly and testing to make the final product and then deliver it. In short, the delivery time from the customer's order to the receipt of the final product may take up to 26 weeks (about half a year).

But now this time has been extended to 52 weeks, which is about a year.

Will it continue to rise?

Institutional analysts have said that they will.

can be inferred from the relationship between supply and demand.

CITIC Securities analysts said that it is understood that the chip design company and the fab have begun to communicate the capacity status in 2022, and the supply is still in short supply.

Tianfeng Securities analysts said that driven by the industry's high boom, foundries are expected to continue to expand production in the next five years. Among them, local foundries are worth paying attention to, or they will face valuation restoration.

https://www.ithome.com/0/571/508.htm

TSMC has no choice but to raise prices, and second-tier wafer fabs in Taiwan are preparing for the fourth price increase

2021/8/25 17:15:53 ​​Source: Aijiwei Author: Xiaoshan Editor: Lazy Cat Comment: 69

Global chip supply continues to be tight, from upstream materials to manufacturing, packaging and testing, prices have risen again and again. Today, the market has reported several times that TSMC is about to raise prices across the board, starting with a 15% to 20% increase in mature processes next year, and a 10% increase in advanced processes, to a full price increase of 20%, which will take effect from today. In addition to TSMC, most fabs in Taiwan are also expected to implement price increase strategies.

TSMC has no choice but to raise prices, and second-tier wafer fabs in Taiwan are preparing for the fourth price increase

According to the Taiwan Media Economic Daily, Liu Peizhen of the Taiwan Economic Research Institute of China stated at the Jing Pneumatics investigative press conference that from the beginning of this year to November, second-tier wafer foundries in Taiwan are expected to adjust their quotations four times, including UMC, World Advanced, and Power Manufacturers such as Semiconductor Manufacturing Co., Ltd. have seen price increases of up to 50% in 8-inch fabs and 30% in 12-inch fabs compared to last year. In addition, the market is also rumored that the above-mentioned manufacturers may continue to rise by 5% to 10% in the first quarter of next year.

Liu Peizhen pointed out that TSMC’s current competitor offers have surpassed its trend. Therefore, in order to adjust the situation and reflect the overall environment and its own future profits may be compressed, TSMC may consider it in November this year or the first quarter of next year. Implement price adjustments for advanced and mature processes.

This also reflects that the visibility of advanced process orders for foundry is expected to last until 2022. In the face of continuous supply shortages and the rise in upstream silicon wafers and other materials, TSMC’s gross profit margin has dropped from 52.4% in the first quarter to 50.0% in the second quarter.

........

note:

TSMC had the highest asp among all and now they raise the bar for others to follow.
2nd tier asp is about 20% lower。 (2nd tier ASP increased 50% and more to come.）
3rd tier silterrra probably 30 to 40% lower compared to TSMC. Silterra got a lot of room to increase asp .

https://www.163.com/dy/article/G983P78A0511RIVP.html

8-inch wafers: the unsolved capacity dilemma?

The main applications of 8-inch wafers are power management, CIS, power devices, as well as RF switches, MCUs and display driver ICs, and of course MEMS sensors.

Some organizations have made an analysis. From the perspective of supply, the capacity growth of 8-inch wafers has been limited in recent years, but the demand for CIS, power management chips, etc. is increasing day by day, and the supply and demand situation will be further imbalanced in 2021.

Why the automobile industry has become the hardest hit area is because automobile chips rely too much on 8-inch wafers. According to relevant statistics, demand for 8-inch wafers accounted for 79% of automotive semiconductor demand, and demand for 12-inch wafers only accounted for 12%.

If calculated according to the global 5G mobile phone shipments of 1 billion units in 2023, the global demand for 8-inch wafers for 5G mobile phones alone will exceed 15 million.

In terms of CIS, low-pixel (2M/5M and below) CIS chips are mainly produced on 8-inch wafers. According to Frost&Sullivan’s forecast, shipments of CIS chips for mobile phones with 2 million pixels and below are expected to grow from 1.64 billion in 2020 to 1.76 billion in 2021, and will maintain an annual average of about 1.75 billion in the next three years need.

SEMI recently pointed out that almost all of the current foundry processes are approaching full capacity, and it is estimated that the tight 8-inch capacity today and next year may not be alleviated.

Difficult to expand

　SMIC Co-CEO Zhao Haijun also revealed in the fourth quarter 2020 telephone financial report meeting that the company will expand its monthly production capacity of 45,000 pieces in 2021, and the additional 12 inches will also expand by 10,000 pieces/month.

　　 In the face of the turbulent capacity gap, these expansion plans are somewhat inadequate.

　　 In recent years, apart from TSMC’s announcement of a new 8-inch fab next to Nanke's sixth plant, there are almost no new 8-inch pure wafer foundries around the world.

　　The reason is also very simple, I can’t buy the equipment.

People in the equipment industry pointed out that most of the international semiconductor equipment factories have stopped or reduced the production of 8-inch fabs, and second-hand equipment cannot really make up a complete 8-inch wafer production line. Therefore, expansion of production capacity can only rely on improving the production efficiency of fabs. .

　　 Based on this judgment, the capacity growth of 8-inch wafer fabs that can be mass-produced in the semiconductor market this year will be very limited. However, the demand from the downstream of the semiconductor industry is increasing unabated, and the capacity gap may still be expanding.

https://www.163.com/dy/article/G983P78A0511RIVP.html

8寸晶圆：无解的产能困局？

8英寸晶圆的主要应用是电源管理、CIS、功率器件，以及RF开关，MCU和显示驱动器IC，当然还有MEMS传感器。

有机构曾作出分析，从供给面来看，近年8英寸晶圆的产能增长有限，然而CIS、电源管理芯片等需求量却与日俱增，2021年供需状况会进一步失衡。

　　汽车行业为什么会成为重灾区，就是因为汽车芯片对8寸晶圆的依赖性太强。根据相关统计数据，8寸晶圆需求占到了汽车半导体需求中的79%，12寸晶圆需求仅占比12%。

如果按照2023年全球5G手机出货量10亿部来计算，全球范围仅5G手机对8寸晶圆的需求就在1500万片以上。

在CIS方面，低像素(2M/5M 及以下)CIS芯片主要在8寸晶圆上生产。根据 Frost&Sullivan 的预测，200 万及以下像素手机 CIS 芯片出货量预计将从2020年的16.4亿颗增长至2021 年的17.6亿颗，并在之后3年中整体维持年均17.5亿颗左右的旺盛需求。

　　SEMI近日就指出，目前晶圆代工几乎所有制程都逼近满载，预估今、明年8寸产能吃紧情况，可能都不会缓解。

扩产艰难

　中芯国际联合CEO赵海军也在2020年第四季度电话财报会议上透露，公司在2021年将扩充4.5万片的8英寸月产能，另外12英寸也将扩充1万片/月。

　　在汹涌的产能缺口面前，这些扩产计划都有些杯水车薪的意味。

　　近年来，除了台积电宣布在南科六厂旁新建一座8英寸厂，全球几乎不再有新的8寸纯晶圆代工厂出现。

　　原因也很简单，买不到设备。

设备行业人士就指出，国际半导体设备厂多已停止或减少8英寸厂设备生产，二手设备也无法真正凑齐完整的8英寸晶圆生产线，因此要扩充产能只能靠着提高晶圆厂生产效率。

　　据此判断，今年半导体市场上真正可量产的8寸晶圆厂产能增幅将十分有限。但是，来自半导体行业下游的需求却有增无减，产能缺口恐还有扩大之势。

Sir Trevor.

I only talk crap. No one take it serious..

DNeX has secured a commitment from several partners in micro-electromechanical system (MEMS), GaN foundry and other integrated circuits (ICs) to commit production in SilTerra to bring up its average selling price (ASP) per wafer even before the deal had taken place.

Probably the partners are.

1.Silex..mems
2.Sai micro..GaN
3.IC..Chipone

Sir Trevor

Jux sharing some news to recap.
Chipone order was oledi mentioned in jan b4 khazanah decision.
It happened 7 mths later.
Thank you.

At least increase asp and chipone order as quoted in jan had been accomplish.
One step at a time.

https://www.nst.com.my/business/2021/01/658656/khazanahs-silterra-decision-today

DNeX seems to have the edge though, the sources said.

Government officials had felt the company, already vertically focused on semiconductor development, had a clearer roadmap on how to turn SilTerra around, they added.

DNeX has secured a commitment from several partners in micro-electromechanical system (MEMS), GaN foundry and other integrated circuits (ICs) to commit production in SilTerra to bring up its average selling price (ASP) per wafer even before the deal had taken place.

The company is backed by strategic partner Beijing CGP Investment Co Ltd (Beijing CGP) and a few limited partners (LPs).

Beijing CGP is a RM15 billion fund headquartered in Beijing.

It specialises in IC development with LPs comprising China Integrated Circuit Industry Investment Fund Co Ltd and eTown Capital with combined funds of 200 billion renminbi.

"With the support of highly credible partners in Beijing CGP and a few LPs, DNeX has a clearer roadmap in particular in regards to technology transfer from its partners' portfolio to SilTerra and other local players," one of the sources said.

Beijing CGP, the source added, was a private equity specialist in semiconductor technologies with broad reach across a range of companies in design, fabrication, equipment and ATP.

"Through Beijing CGP's network, SilTerra can immediately ramp up production with the help of China's number one display drive IC company, ChipOne, plus GaN power devices through Sai Microelectronics ."

Over the medium-term, there could be transfer of technologies to the local sector to serve worldwide customers through the world's number one MEMs foundry Silex, the source noted.

Additionally, DNeX offered an initial capital via an innovation fund, while one of its key partners has experience in commune system.

The New Straits Times previously reported that Khazanah had extended the takeover tender for the world-class but loss-making semiconductor firm to October 9 last year from July 31 originally, as it made some changes to the terms and conditions of the tender.

Documents seen by the NST showed that overall, the updated proposal from DNeX, in a 60:40 consortium with Beijing CGP, was focused on planning and executing SilTerra's turnaround with a total investment that could reach nearly RM1 billion over the short to medium haul.

On top of a RM260 million cash payment for Khazanah, DNex and its partner will immediately inject RM200 million into SilTerra's operations.

There is an additional RM300 million for debottleneck capacity in the medium term and long-term potential investment of a whopping RM10.5 billion to set up a 12-inch fab.

khazanah believe and buy cgp n dnex blueprint.
let them worry.

DNeX has secured a commitment from several partners in micro-electromechanical system (MEMS), GaN foundry and other integrated circuits (ICs) to commit production in SilTerra to bring up its average selling price (ASP) per wafer even before the deal had taken place.(asp increased)

Through Beijing CGP's network, SilTerra can immediately ramp up production with the help of China's number one display drive IC company, ChipOne (1st accomplished), plus GaN power devices through Sai Microelectronics (2nd coming soon)."

Over the medium-term, there could be transfer of technologies to the local sector to serve worldwide customers through the world's number one MEMs foundry Silex(3rd coming soon), the source noted.

There is an additional RM300 million for debottleneck capacity in the medium term and long-term potential investment of a whopping RM10.5 billion to set up a 12-inch fab.(ultimate mission)


****

The above is the big blueprint submitted to kazanah.
Finally convincing them to sell to cgp n dnex over foxconn and other parties.
So far increase asp n chipone ramping up production hav been fulfilled.
The chinese had kept to their promise so far.
The rest jus wait for time to unfold.

Kazanah wants a party who can bring value to malaysia semiconductor sector especially the upper stream.
The mid to long term especially the 10 bil 12 inch fab will be the ecrl version to technology sector.
The nex new gomen will be the one gaining big from this.
Expect the gomen ,banking big funds all going to be supporting the 12 inch malaysia fab.

Expect a superbull to malaysia tech coming years.

根据世界权威半导体市场研究机构Yole Development发布的最新报告，赛微电子全资子公司瑞典Silex Microsystems AB 在全球MEMS纯晶圆代工排名中继续位居第一，第二至第五名仍然为TELEDYNE DALSA、索尼（SONY）、台积电（TSMC）和X-FAB。

Silex is injected into sai micro after acquisition by cgp.
In future sai micro + Silex + silterra the 3 S will be the no.1 mems chip company.
Rumours from china is that cgp bot silterra for sai micro.

DNeX has secured a commitment from several partners in micro-electromechanical system (MEMS), GaN foundry and other integrated circuits (ICs) to commit production in SilTerra to bring up its average selling price (ASP) per wafer even before the deal had taken place.(asp increased)

Through Beijing CGP's network, SilTerra can immediately ramp up production with the help of China's number one display drive IC company, ChipOne (1st accomplished), plus GaN power devices through Sai Microelectronics (2nd coming soon)."

Over the medium-term, there could be transfer of technologies to the local sector to serve worldwide customers through the world's number one MEMs foundry Silex(3rd coming soon), the source noted.

There is an additional RM300 million for debottleneck capacity in the medium term and long-term potential investment of a whopping RM10.5 billion to set up a 12-inch fab.(ultimate mission)

They own 4 % of dnex 50 sen cash is actually only 48sen cash.

20 sen warrant + 50 sen = 70 sen. - 20 sen it cable ping asset = 50 sen silterra value
Any waranf below 20 sen is paying below 50 sen for silterra.

Cgp already starting to play their part. Bringing in long term contract and injecting cash for expansion.
The new fund injection are probably meant for long term contract like chipone n others.
Who will be next?
New long term contract. New lines open and more expansion.

Now waiting for foxconn turn to play their part.
.....

Mr Cadol Cheung, Managing Partner of CGP said, “At CGP, we have the experience in acquiring strategic assets, putting in the necessary resources, and successfully turning businesses around. We bring in deep industry knowhow from manufacturing to the entire value-chain, business contacts given the many years in operations and investing in the industry, and customers to our portfolio companies.”

“With regards to turnaround experience related to SilTerra, we were involved in the acquisition of Silex Microsystems (“Silex”), a pure-play MEMS (“Micro-electro Mechanical Systems “) foundry based in Sweden, in 2015. After the acquisition, CGP succeeded in completing all business goals set forth at time of acquisition, and today, Silex has grown to be the most advanced and largest pure play foundry by revenue for MEMS devices in the world according to well-known market research firm, Yole Development’s June 2020 report. Given the
experience and its China presence, CGP is confident that we can repeat the success story to Silterra.”

Experts said that the news center learned from industry insiders that the IC price before the price increase was more than 2 mao, which has now risen to 5 times as high, and the price has soared to 1 yuan. According to relevant industry sources, currently only a few head display manufacturers can get the goods.

Under the background of a large shortage of goods, all major manufacturers can guarantee IC production capacity by paying a full deposit + signing an agreement. In the future, they may even change to prepayment of half a year to obtain production capacity.

....
Chipone awarded 1.7 bil 25% margin 400mil profit..
Enuff for 15% capacity expansion over the yr.
Dnex new expansion basically is already recouped n covered.
New long term contract incoming will cover new expansion lines as well.
Basically silterra can keep growing with long term contract with guarantee profit n capacity.

May b foxconnn waiting private placement to get more share.
But cgp preempt with the chipone long term contract and spoil their pp plan.
Now dnex can grow steady with no cash flow concern.

@pradeep Feng your calculation at 0.80 is perfect but Dnex valuation is much higher

80sen jus cost to build a 8inch fab not dnex value.
Minus 20sen other dnex biz n assestfrom 74 sen.
Silterra only 54 sen per share.
Anyone like foxconn can own apiece silterra at 54 sen pershare instead of 80 sen cost to build and no need wait.

Foxcon paying usd135mil for 15k per mth non operation 6 inch chip plant in taiwan. Machinery only no personnel. Only operaional in 2024 after refitting n upgrade.

Silterra 50k per mth 8 inch plant fully operational with skilled personnel definetly worth more than usd1bil.

I am quite surprise foxconn din buy any warrant at below 20 sen...aka owning a piece of silterra below 50 sen .seems they not willing to buy cheap...or not financial savy enuff...saving money is not on their priority.

https://www.linkedin.com/pulse/gap-high-50-when-unprecedented-led-display-ic-shortage-ekko-w

So, looking at the foundry at present: both 8-inch and 12-inch wafer supply are quite tight. Although the related equipment required for display driver IC wafers is more of a mature process above 28nm, the expansion of mature node process production lines was expensive, and it would take at least US$1 billion to build an 8-inch fab, and as much as US$3 billion for a 12-inch fab. Lack of economic benefits, so few companies expand, and more focus on advanced process production capacity.

8 inch fab like silterra now cost at least usd1bil to build....dnex bot at rm273 m..jus silterra alone oledi worth 80sen if resale.

iNEWS

HomeEconomy

Ensure capacity supply!This IC factory made a move

2021/08/19 18:41:51 HKT

Experts say news:

Recently, Chipone North announced that it has signed a long-term wafer supply agreement with the Malaysian company SilTerra (SilTerra).

The agreement stipulates that during the SilTerra agreement period, it needs to provide Chipone Northern with a total value of about 400 million US dollars of wafers; in the environment of very tight 8-inch wafer production capacity, it will provide further guarantee for customer supply.

In the context of driver IC price increases and shortages, Chipone North signed a long-term wafer supply contract with SilTerra, which is undoubtedly a reassurance for the display industry.

Since the second half of 2020, the prices of products in various links including chips, metal materials, packaging devices, PCBs, etc. have soared, and some products have increased by more than 50%, and this has gradually been passed on to the consumer side. Among them, the driver IC is the hardest hit area for this round of out-of-stock price increases, and delivery delays are the most serious.

According to industry research center data from experts, a large full-color LED display is composed of a display box, a display module, and a power supply. Take the product cost of display fine pitch of about P1.0 as an example: the proportion of LED lamp beads is about 50%; the proportion of driving IC is about 10%; the proportion of PCB is about 10%; the other parts are 5% ; Labor/engineering cost is 25%. For display products above P1.0, the proportion of LED lamp beads gradually decreases, and the proportion of driver ICs will increase.

Judging from the adjustment dynamics of domestic head driver IC manufacturers, the basic increase ranged from about 10-30%, and the rate was even higher in Q2.

Earlier, according to industry sources, due to the continuous rise, especially the impact of IC-side price increases and shortages, many LED engineering screen projects were forced to postpone, and related manufacturers were miserable.

Experts said that the news center learned from industry insiders that the IC price before the price increase was more than 2 mao, which has now risen to 5 times as high, and the price has soared to 1 yuan. According to relevant industry sources, currently only a few head display manufacturers can get the goods.

Under the background of a large shortage of goods, all major manufacturers can guarantee IC production capacity by paying a full deposit + signing an agreement. In the future, they may even change to prepayment of half a year to obtain production capacity.

Some industry insiders pointed out that this year was mainly due to the serious shortage of LED display driver ICs. Some competitors used roasted seeds, auctions and other means to raise prices, resulting in abnormal price increases.

However, tracing the reasons for the surge in driver ICs this time, the shortage of fab capacity is generally considered to be the closest to the essential factor; compared with other types of chips, the supply of driver ICs is extremely flexible.

In addition, new energy vehicles, 5G and other high-growth, high-margin chip applications, and the production capacity and display driver IC demand are highly overlapped, which will inevitably be crowded out to the supply capacity of display driver ICs for foundries and packaging and testing plants.

But this time, the international strategic layout of Chipone North and SilTerra can not only guarantee the wafer capacity of its power management ICs, display driver ICs, and other chips, but also provide the best products and products for downstream customers. The service lays a solid foundation.

@pradeep Thank you Feng I did my homework what you had written is correct. Nevertheless how you got the PE 14 for this stock. If it is PE 14 i then nstitutional funds are taking advantage of our political situation and are buying the shares.

2.3 bil market cap/ 150 mil projected annual profit =FPE 14

The rest of biz for dnex consider foc to be conservative.

My point is to stress 1.7 bil order is a game changer order.

Likely there will be some more long term contract coming according to the boss interview.

Dun question silterra can turn around or not.
Question is how much profit.

Take note northone had increase price to ensure capacity and supply meaning the are paying higher price for consistent supply from upstream wafer as stated above.

Chipone 1.7 bil order.
Ppl underestimating.
One of the Important thing is asp increase how much.
This is trade secret as mentioned.
1.7 bil if take 10 yrs to fulfil( quite unlikely)
Each yr is 170mil = 30% of 2020 revenue.
Meaning it needs 30% of curreent caps to fulfil 10 yrs order using 2020 asp.
Do u think is rationale to fix a contract up to 2031 using 2020 asp?
So there will be a premium.

Diverting current 30% caps to chipone is probably not possible.
More logical is current 15% n future expansion 15% is reserve for chipone.

Chipone had increased their product price recently.
Showing chip price had increased.

A 5 yrs contract for 1.7bil.
Requires a 2.2x asp increase using 30% caps.
If it is 20%...it requires 3.5 x asp.
New long term incoming contract nego will reflect 2.2 x asp increase as well.
So silterra hitting 1 bil revenue is not difficult.
If others cannot pay.Silterra will switch more to fulfil chipone order.

Some news also revealed silterra asp had double compare to last yr.
So 2.2x probably is a good guess.

Chipone North: Starting from July 1st, the price of LED driver products will be increased.Published：2021-07-01 10:49:33 Come From：CMS Click Count:286

The problem of chip shortages and price increases continues, especially for LED driver chips, MCUs, power semiconductors, and power management ICs. Following the previous announcement by several chip manufacturers to increase chip prices since July 1, recently, the domestic display driver chip manufacturer Chipone North also announced an increase in the price of LED driver products from July 1.

According to the "product contact letter" exposed on the Internet, Chipone North stated that due to the frequent increase in upstream wafer and packaging and testing prices, in order to ensure production capacity and supply, starting from July 1st, all LED display driver products will include tax The price is increased on the basis of the current price.

ppl are selling a tech stock at pe 14.

265m x 60% = 150 m
2.3 bil caps /150 m =

dnex is trading at pe 14 only.

Chipone tech 1.7 bil long term contract.
2020 silterra revenue 500m.

100% caps @2020 asp to chipone need 3.5 yrs

Silterra cant be dropping all customer to fulfil chipone order.

Scenario 1

So lets assume 10% current caps + future expansion 10% caps .

20% of 500 m @2020asp =100m

need 17 yrs to fulfil chipone order.

A reasonable long term contract time would be 5 yrs.

so mean that asp increased 17 /5 =3.5x.


Scenario 2

So lets assume 15% current caps + future expansion 15% caps .

30% of 500 m @2020asp =150m

need 11 yrs to fulfil chipone order.

A reasonable long term contract time would be 5 yrs.

so mean that asp increased 11 /5 =2.2x.

a 2.2 x asp increase sounds reasonable.

so a long term contract can justify a 2.2 x asp increase.

short term will be more.

2.2 x 500 m = 1.1 bil revenue from 2021 n above.

1.1 bil x 25% margin = 265 m annual profit for next 5 yrs n growing

Silterra had already turn around.

Even silterra increase caps by 2 x. It is still running full caps for next 5 yrs.

U think foxconn buy dnex jus for their chip.
Foxconn aim is to subcontract south east asia ev buisness also.

Every country capable of producing ev car is their potential customer.
Malaysia is a big market for them also.

Dnex and silterra is a good partner to start with.

Earlier this year, Entrepreneur Development Minister Mohd Redzuan Mohd Yusof (photo) was reported as saying that the new national car project, set to be launched in 2020, would be an energy-efficient vehicle, sparking speculations that the next car project will be an EV powered entirely by fuel cells.

Meanwhile, in May this year, Prime Minister Dr Mahathir Mohamad also assured that the third national car project that he mooted would be fully funded by “private entities”, such as Khazanah's wholly owned unit SilTerra Malaysia Sdn Bhd.

https://www.malaysiakini.com/news/483348

Old news from 2019.
If not becoz of covid. Silterra would be driving the 3rd national EV car.
Why silterra? Becoz silterra got many automative ev car technology.
Why foxconn wan jv dnex.
If malaysia wants a national car ev. It would need silterra tech.
SILTERRA with foxconn ev eco system can built own national ev car.

Syed Zainal noted that Silterra is also looking for ways to supply the automotive industry.

“We’re also looking for ways to go further downstream, especially with products that use our own proprietary technology. We have partners who are already in the room.

“The question is what the right business model is. I think the day will come when we want to think about how we can provide chips, components and finished products for the automotive industry, especially when it comes to the electrification of cars.

“Whether we want to do it alone or through investments or a consortium – these are the details that we need to work out, but I want to follow that up,” he said.

....

Dnex is expanding into making ev parts with own proprietary tech with partners
Y only make chip while u can make the parts and earn more when u got the tech.
Lucrative business.
Supporting foxconn ev or national car ev.
With the ceo background in automative industry, piece of cake.
Jus suplying parts to proton and perodua in future with their ev in future is mind blowing.
Not to say foxconn.

Up stream 1 chip only earn usd 10..now probably can earn usd100 with finished product in future.

Govt launches ‘Perkukuh’ to reform, future-proof GLICs

Tan Sri Muhyiddin Yassin said on Thursday Perkukuh comprises 20 key initiatives to achieve five key outcomes.

PETALING JAYA: The government has launched a three-year programme to reform and future-proof the government-linked investment companies (GLICs) to ensure the mammoth holding companies remain relevant over the longer term.

Called “Perkukuh Pelaburan Rakyat” or “Perkukuh”, the programme targets six GLICs namely, Permodalan Nasional Bhd (PNB), Khazanah Nasional Bhd, the Employees Provident Fund (EPF), Armed Forces Fund Board (LTAT), Lembaga Tabung Haji (LTH) and Retirement Fund Inc (KWAP).

Speaking during the virtual launch on Thursday, Prime Minister Tan Sri Muhyiddin Yassin said Perkukuh comprises 20 key initiatives to achieve five key outcomes, namely:

> Sharpened clarity on the mandate of each GLIC

> Enhanced focus on developmental and catalytical investments to spur new growth and enhanced socio-economic impact

> Crowd-in the private sector while streamlining the role of the government and its agencies in business

> Future-proof GLICs with best-in-class governance, capabilities and strategies

> Strengthen social safeguards and fiscal resilience.

“Given the intricacies of each initiative, Perkukuh will be implemented on a multi-wave basis – beginning with key initiatives like the ‘GLIC/GLC 2.0 governance standard’.

“All in all, the 20 key initiatives will be implemented through 2024,” according to him.

GLICs and their entities control approximately RM1.7 trillion of assets under management, make up more than a quarter of the market capitalisation of Bursa Malaysia, while directly and indirectly employ nearly half a million people.

Meanwhile, Finance Minister Tengku Datuk Seri Zafrul Tengku Abdul Aziz said the Perkukuh programme is a medium-term reform agenda.

“Overall, this will complement our medium to longer-term national agendas namely the National Fourth Industrial Revolution Policy, MyDIGITAL, the National Investment Aspirations framework, the Twelfth Malaysia Plan, and the Shared Prosperity Vision 2030.

“Ultimately, the outcomes of this programme will boost Malaysia’s longer-term economic prospects and resilience, focusing on good governance that enables sustainable growth, strengthened socio-economic inclusivity, and environmental sustainability,” he said.

.......

Underlying message...gomen is fixing stock market soon.
New growth area like tech will be top list.
Bumi value creating tech like dnex and silterra will be one of the beneficiary.

The global MEMS sensors market is projected to grow 3.3X to hit the market valuation of ~US$ 75 Bn by the end of assessment period (2020-2027).

Consumer electronics remain key application area of MEM sensors, and account for a majority of the total market value. Mounting demand for customized and intelligent cars has resulted in opening up numerous opportunities for MEMS sensor market players. Furthermore, advancement in telecom industry and introduction of NGN along with increasing popularity of FTTH services have resulted in increasing demand for MEMS sensors as optical sensors.

According to the Fact.MR study, polymer fabricated MEMS sensor is expected to be the most attractive segment, due to their high functional properties. Increasing usage of polymer fabricated MEMS in automotive, medical, and biotechnology industries will continue to offer tailwinds to the market growth. However, the recent outbreak of the Covid-19 has caused significant downside risks for global consumer electronics and automotive industries. Nationwide lockdowns are further showing significant effect on production and supply chain operations, which will create a hindrance in the market growth.

Key Players to Focus on Product Innovation and Regional Expansion

Prominent players of the MEMS sensor market include STMicroelectronics N.V., Robert Bosch Gmbh., NXP Semiconductors N.V., Honeywell International Inc., Texas Instruments, Micralyne Inc., Silex Microsystem AB, SilTerra Malaysia Sdn. Bhd., and Asia Pacific Microsystems.

Key players are adopting aggressive growth strategies to establish their presence over the regional and global markets. These players are also focusing on product innovation and capacity expansion to meet increasing demand compatible with associated application usage.

if inari and mpi is only 2.5 billion caps now..what will the big fund do?

many big fund wanna buy..but dnex liquidity is low...only retailer will complain dnex liquidity is too high

banker is releasing a lot of news to lure ppl to sell on news...

Total market caps of all tech stock on bursa is about 60bil
5 to 8 %divestment from these matured tech stock into newborn blue chip tech stock DNEX is enough to balloon DNEX market caps to 8 bil.
Not to say more funds flowing from other sector into new born tech blue chip dnex.

DNEX growing into 10 bil market caps is only matter of time.

No long term investor will miss dnex .
U can c many foreign n local institutional is busy pouring into DNEX.

集创北方与SilTerra成功签约旨在为客户提供长期供应保障

EEWORLD · 电子工程世界·2021-08-06 00:00


(2021年8月5日，中国北京讯)——近日，北京集创北方科技股份有限公司(简称：集创北方)宣布，其与马来西亚公司矽佳(简称：SilTerra)签订完成了长期晶圆供应协议。该协议约定：SilTerra协议期内需要提供给集创北方总价值约4亿美金的晶圆；在8寸晶圆产能非常紧张的大环境下，为客户供应提供进一步保障。作为领先的显示控制芯片整体解决方案提供商，集创北方是唯一拥有LCD/OLED面板显示和LED显示两手策略的芯片设计企业。此次，其与SilTerra的这一国际战略布局，不仅可以实现其旗下电源管理IC、显示驱动IC等芯片的晶圆产能保证，而且也为其持续稳定为下游客户提供最佳产品和服务夯实了基础。相信此次与SilTerra的长期合作，将在运营保障领域大大增强集创北方服务下游LED/LCD显示客户的整体能力，进而持续扩大其在整个显示芯片领域的市场占比。

众所周知，自去年下半年以来，全球晶圆代工产能持续紧缺，特别是8英寸晶圆产能尤为紧缺，持续冲击着众多行业。根据调研机构IC Insights统计，作为8英寸晶圆代工厂SilTerra在全球纯晶圆代工领域排名16位。其本身具有获得认可的制程科技、代工设计套件，以及知识产权，可以为芯片设计企业提供优质的产品。因此，SilTerra晶圆厂8 英寸晶片的产能利用率一直居高不下，市场需求旺盛。


对于此次长期合作，集创北方运营副总裁章军富先生表示：“集创北方作为快速增长的显示芯片设计领军企业，近几年业绩处于快速成长期，晶圆产能需求缺口巨大；Silterra在本次股权结构调整后，也有意向大力拓展中国大陆市场客户，从而促成了本次双方的长期合作。相信集创北方与SilTerra的此次合作，将为整个显示行业的终端客户提供更充足的显示芯片供应。

Wind data shows that most of the 39 semiconductor industry companies that have released their 2021 mid-year report performance forecasts have achieved substantial growth. Among them, Beijing Junzheng announced that its net profit was 313 million yuan to 403 million yuan, with a range of change as high as 26-34 times. At the same time, since the second quarter, the stock prices of companies in the semiconductor industry have shown a general upward trend. A total of 20 companies have doubled.

Add fuel to the fire!The 4 trillion chip giant announced a price increase, and the orders were too full!Chip fever will continue?

2021/08/08 10:00:03 HKT

Under the continuous "core shortage" tide, the foundry leader TSMC has also joined the price increase army!

On August 6, Taiwanese media reported that TSMC has notified customers that starting from August, its 12-inch wafer manufacturing services for LCD driver chip suppliers will increase the price by 15-20%, which will prompt suppliers to increase end customers' Chip quotation. And just this week, Samsung also announced a price increase plan. In fact, since the start of the tight semiconductor production capacity in the fourth quarter of last year, foundries such as UMC and Liji have begun to raise prices at least twice. The addition of the leader TSMC may mean that the semiconductor boom will continue.

With the global semiconductor wafer capacity in short supply, the domestic leader SMIC's performance in the second quarter has exceeded expectations, and its net profit has increased by nearly 4 times year-on-year, which has aroused market concern. Zhao Haijun, co-CEO of SMIC, revealed that based on the current supplier commitments, the company can complete the expansion target announced at the beginning of the year in the fourth quarter. "We understand that everyone has high expectations for SMIC, but the integrated circuit manufacturing industry does not have corner overtaking and leap forward. The company will grasp its own advantages in subdivisions and improve its core competitiveness."

TSMC's 12-inch wafer manufacturing service may increase prices by 15-20%

On August 6, according to Digitimes citing industry sources, TSMC has notified customers that starting from August, its 12-inch wafer manufacturing services for LCD driver chip suppliers will increase prices by 15-20%, which will prompt suppliers Increase chip quotations for end customers.

It is reported that the average price of LCD driver IC and TDDI chips that were cast on TSMC's 80nm process technology in the past was about US$1400-1600, and there has been no real increase in the price since the second half of 2020. Compared with competitors' all the way up, TSMC's current 80nm process price for driver ICs has become the lowest in the industry. Therefore, it is more attractive for local LCD driver IC design houses to compete for production capacity, and order visibility has been extended all the way to 2022. .

Although TSMC's business representatives did not explain the reason for the price increase, local chip suppliers have learned that the main reason is that TSMC's orders are too full. Therefore, the price concession strategy given to specific customers, products and markets supported by past strategies is There has always been opposition within the company. In addition, competitor UMC's second-quarter financial report is too dazzling, and the third-quarter operational outlook is quite pleasant. It is the last straw that overwhelms TSMC's unwillingness to easily mobilize the quotation camp.

The report pointed out that this wave of TSMC's expected increase will lead to a new wave of chip price increases in the third quarter. After all, from now on, the cost of new wafers will increase by 15-20% compared to the past, and it is the industry leader. In the case where customers are more willing to absorb the excess costs on their own, it is expected that terminal OLED and LCD driver IC quotations will rise again.

At the same time, Samsung also said this week that it will adjust the pricing of its semiconductor wafers to fund the expansion of its S5 wafer fab near Pyeongtaek, South Korea. Samsung believes that efforts to finance the S5 factory will increase the price of consumer technologies including GPUs and SoCs in the short term.

With TSMC also joining this round of "price increase army", it may mean that the semiconductor boom will continue.

All big cap tech are near 10 bil caps average.
Silterra is like inari mpi with potential to be 10 bil caps.
Unlike all the other listed big tech ,silterra is not listed.

Now silterra is listed indirectly under dnex aka ipo finished after full warrant conversion and ownership transferred in aug.
2 bil to 10 bil is 5x capital gain.
The only 5 x potential gain blue chip tech stock now on bursa.
Inari mpi etc no much chance 5 x gain in near future.

No brainer many long term major tech investor will invest in dnex.
Chinese fund in exodus will pour into china related tech stock in malaysia.
It is the obvious trend now.

Foxconn latest foundry acquisition is to focus on 3rd generation sic chips for ev car.
Silterra n foxconn no doubt will cooperate in these future ev chips and mems parts.
Fox latest foundry acquisition will not be in production in at least one to 2 yrs later.
Silterra will be ready for foxconn partnership asap.
Tons of news n development will flow out as silterra is now indirectly listed .
All silterra news and development will be in lime light now and need to be declared unlike the past.

Are u ready for the newly listed blue chip tech company under dnex.
If u miss investing in inari mpi at ipo stage when they needed alot of funds to expand.
Silterra is currently at this stage.