Daily Semiconductor Industry Information Collected By Lansheng Technology
1. Stock market information: #Nvidia fell 1.6%, the highest three-day losing streak since November 2021, Intel fell 2.5%, and Micron Technology, which fell nearly 3% yesterday. However, #AMD rose slightly to a 15-month high; Broadcom, which reached a multi-billion dollar 5G RF component production agreement with Apple in the United States, once rose 3% to a record high. Bank of America called it "the most undervalued AI beneficiary stock."
2. Samsung Electronics' DRAM chip shipments in the second quarter are expected to increase by about 15%-20% quarter-on-quarter, reversing the decline of about 10% quarter-on-quarter in the first quarter. SK Hynix's DRAM chips in the second quarter are expected to increase by 30%-50% quarter-on-quarter, which is higher than the market consensus of 20%.
3. The demand for silicon carbide continues to increase, and #Bosch intends to acquire US chip manufacturer #TSI Semiconductor. Bosch said that over the next few years, the company plans to invest more than $1.5 billion in TSI's Roseville, California, U.S. plant and transform TSI's semiconductor manufacturing facilities to state-of-the-art processes. At the same time, Bosch will significantly expand its global silicon carbide chip product portfolio by the end of 2030. The two companies have reached an agreement not to disclose any financial details of the transaction, which is subject to regulatory approval.
4. #Intel provided more details on an AI computing chip it plans to launch in 2025. Intel said at a supercomputing conference in Germany that its upcoming "Falcon Shores" chips will have 288GB of memory and support 8-bit floating-point operations. These details are also the first disclosures of Intel's strategic transformation to catch up with Nvidia and AMD, which is also expected to launch a chip called MI300 to challenge Nvidia.
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