Sun Guoliang of Muxi Technology: Orders for some products are already booked until next year or even later; the MXC600 chip series has already been shipped in large quantities.
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Analog chip manufacturer Analog Devices (ADI) has issued a notice stating that delivery times for some products have been extended, reminding customers to place orders six months in advance.
Mars Finance reported on July 6th that Analog Devices (ADI), a major analog chip manufacturer, recently issued another notice to its customers, stating that rising demand has led to tight supply, with lead times for some products reaching up to six months. Customers who fail to place orders six months in advance may face even longer delivery times in the future. (Science and Technology Innovation Board Daily)
Samsung plans to raise DRAM prices by 20% in the third quarter and has already notified some customers verbally.
According to Mars Finance, on July 4th, news broke yesterday that Samsung Electronics plans to raise the average selling price of DRAM (Dynamic Random Access Memory) by 20% in the third quarter of this year compared to the previous quarter. An executive from a consumer electronics manufacturer confirmed, "This is true." They stated that Samsung had been in talks with them in June and they had received verbal notification of the DRAM price increase. "The significant price increase in upstream components will be passed on to the final product price, which will curb some market demand. However, the overall price of consumer electronics products is not high now, so even with the price increase, it is not expected to significantly affect consumer purchasing decisions." Another industry veteran confirmed that the news of Samsung's planned 20% DRAM price increase in the third quarter is true, and Samsung has already notified some customers of the verbal price quote.
Samsung's 4nm production capacity is basically sold out, and some 8nm capacity is operating at full capacity, with selective order taking already underway.
According to ChosunBiz, industry insiders revealed that Samsung Electronics' foundry division recently adjusted its supply strategy, prioritizing orders from existing customers while selectively accepting orders from new customers. Industry analysts point out that the explosive growth of the artificial intelligence market is fundamentally changing the demand structure of the foundry industry. Previously, demand for advanced manufacturing processes was mainly concentrated on smartphone application processors (APs), but has recently shifted to AI accelerator chips, application-specific integrated circuit (ASIC) chips, and high-performance computing (HPC) chips. Samsung's 4nm process capacity is essentially sold out, and even next year's capacity is already sold out, while some 8nm process capacity is operating at almost full capacity. (Cailian Press)
Samsung's 4nm production is nearly sold out, and some 8nm processes are nearing full capacity. Samsung's foundry services are beginning to selectively accept orders.
According to reports, industry insiders say that as demand for AI semiconductors heats up and orders from major global technology companies increase, Samsung Electronics' foundry division has implemented an allocation mechanism for certain processes. This mechanism concentrates limited capacity on more important customers and processes, prioritizing existing customers while selectively accepting new orders. (Sina Finance)
Analysts: Samsung's better-than-expected earnings report is already priced in; investors are concerned about the sustainability of AI.
According to Mars Finance, on July 7th, Samsung Electronics issued a better-than-expected earnings forecast: the company's operating profit increased by over 1800% year-on-year, with single-quarter profits exceeding the total of the previous three years. Simultaneously, the company's revenue also increased by 129% year-on-year, reaching 171 trillion won. However, investors seemed unconvinced, and Samsung Electronics' stock price fell sharply after the South Korean stock market opened, with a maximum drop of 8%. Analysts attributed Samsung's weak stock price to some overly high market expectations: after including employee bonus provisions, profits driven by record memory chip prices could have exceeded 90 trillion won. Furthermore, the market is also concerned about a potential slowdown in the construction of AI data centers. Albert Yong, Managing Partner of Petra Capital Management, stated, "Samsung's strong performance had already been widely anticipated by the market and largely priced in during the pre-earnings stock price increase. Investors remain concerned about the sustainability of the AI boom and the risk of a potential slowdown in AI infrastructure spending by major US technology companies."
The computing chip concept saw a volatile surge, with Muxi Technology rising over 10%.
Mars Finance reports that the computing chip concept stocks fluctuated and rose in the morning session, with Muxi Technology surging over 10%, followed by Wantong Development, VeriSilicon, Hygon, Cambricon, Moore Threads, and Loongson Technology. This surge was driven by news that Intel has raised CPU prices. The price increase primarily targets some consumer-grade Core Ultra processors and Xeon server processors. Specifically, the overall price increase for high-end Xeon server products ranges from 7% to 12%. (Cailian Press)