Semiconductor market news(Oct. 30 to Nov. 05)丨Global semiconductor sales up 1.9% month-to-month in September; Micron to kick off HBM3E memory production in Taiwan in 1Q24…

01. SIA: Global semiconductor sales up 1.9% month-to-month in September

November 3, 2023, According to the Semiconductor Industry Association (SIA), global semiconductor sales in September 2023 were up 1.9% from August 2023 and down 4.5% from September 2022. Global semiconductor sales in the third quarter of 2023 totaled US$134.7 billion, a year-on-year increase of 6.3% compared with the second quarter of 2023 and a decrease of 4.5% compared with the third quarter of 2022.

02. Worldwide Smartphone Shipments on Track for Recovery with a Slight Decline in the Third Quarter

According to data from market research firm IDC, China's smartphone market shipments are expected to reach an inflection point in the fourth quarter of 2023, achieving the first rebound in nearly 10 quarters.

03. Micron to kick off HBM3E memory production in Taiwan in 1Q24

Micron Technology expects to kick off volume production of HBM3E memory at its factory site in Taiwan, which the memory chipmaker considers a hub for advanced packaging, in the first quarter of 2024.

04. ROHM to manufacture SiC wafers in Japan for the first time

According to Nikkan, a Japanese industrial news outlet, Isao Matsumoto, President of Rohm Co Ltd., announced during an earnings call in early November 2023 that it will manufacture 8-inch (200mm) silicon carbide wafers in its second factory in Miyazaki Prefecture, Japan, primarily for Rohm's internal use. The operation is expected to commence in 2024.

05.Network device makers upbeat about 2024

Network communication equipment manufacturers are upbeat about 2024. Taiwanese wireless broadband network firm Arcadyan expects that revenue in the fourth quarter this year can continue to mark new highs.

06. Wistron's sale of Indian facility to Tata signals India's growing role in Apple's supply chain

As Apple is expanding its iPhone supply chain in India and Wistron is diversifying into the more lucrative server business, Wistron announced a sale of its Indian facility to Tata Electronics, marking another milestone for India in the world's sophisticated.

07. Dutch semiconductor manufacturers plan to invest and produce chips in Vietnam

November 6, 2023, According to reports, Dutch Prime Minister Mark Rutte led a Dutch delegation to visit Vietnam recently and said that Dutch semiconductor companies and suppliers are planning to invest in manufacturing in Vietnam and are expected to build factories and produce chips in Vietnam.

According to the delegation's list, about 12 of the nearly 30 companies are representatives of chip or semiconductor company suppliers.

During the visit to Vietnam, Dutch chip equipment manufacturer Besi Semiconductor announced that it had received approval to rent a factory in southern Vietnam with an initial investment of US$5 million.

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