Lansheng Technology

  1. Stock market information:  #TSMC  US stocks closed up 12%,  #AMD  closed up 11.2%,  Marvell Technology , Applied Materials and  Broadcom  all rose by more than 7%,  Micron Technology  closed up 4.6%,  #Qualcomm , which had fallen by more than 1% during the session, closed up nearly 1%, while  Intel  fell more than 7% in the intraday session and closed down 5.5%, leading the decline among Dow components. 2. Marvell Technology, the world's leading semiconductor manufacturer that provides a full range of broadband communication and storage solutions, announced that its EPS profit and revenue in the first quarter were both higher than expected, and it is expected that AI revenue in 2024 will at least double that of a year ago, and its stock price has accelerated It rose, and it rose nearly 20% after the market. 3. The United States and Japan will issue a statement on chip cooperation today (26th). 4. Global demand for DRA...

  1. Stock market information:  #AMD  erased more than 2% of the decline, setting a new 15-month high,  #Nvidia  fell 0.5%, the highest four-day decline since November 2021,  Intel  fell nearly 2%,  Micron Technology  turned up 0.8%.  #Navitas  fell nearly 21%, falling below a 13-month high since April last year. 2.  #Yamaha  Engine plans to double the production capacity of "SMT machines" by 2024. Mounters are equipment for mounting semiconductor chips on substrates, and it is said that Yamaha's global market share is about 10%. Other companies have also started to increase production investment. Panasonic Connect, a subsidiary of  Panasonic  Holdings, plans to add and renovate the plant at the Kofu plant by 2025; it will also build a second plant in Suzhou, China, to double the original production capacity. In addition, FUJI will also invest about 10 billion yen in the construction of a new factory building in ...

  Nikkei Shimbun, Yomiuri Shimbun, and Reuters reported that Japan invited TSMC and other seven major semiconductor companies and units to the Prime Minister's residence for talks on the 18th. TSMC confirmed that Chairman Liu Deyin was invited to participate. In addition, the market reported that Qing Guixian, head of  Samsung Electronics ' semiconductor department, Merota, CEO of  Micron Technology , Kissinger, CEO of  Intel , Sanjay Mehrotra, CEO of Micron Technology, and Jill, senior vice president and research director of IBM. Dario Gil, Prabu Raja, President of Applied Materials' Semiconductor Products Group, and Max Mirgoli, Executive Vice President of World Strategic Cooperation at Imec, Belgium, will all attend the meeting, making this meeting a The summit meeting of the "Chip 4" Alliance of Japan, Taiwan, South Korea and the United States gathered in Japan. Major manufacturers gathered in Japan, and the content of the conversation became the focus. The in...

  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  Se...

  1.  Samsung  recently announced Samsung's financial report for the first quarter of 2023, in which the SDS division's revenue in the first quarter was 13.73 trillion won, and its operating loss was 4.58 trillion won. In the second quarter, Samsung will accelerate the conversion of DDR5 and LPDDR5x nodes, and focus on new use cases such as AI. NAND will focus on cost competitiveness. 2.  Marvell  announced the establishment of a "world-leading" integrated circuit design center in Ho Chi Minh City, Vietnam. 3.  #AMD  rose 2%, approaching last Thursday's high since June last year.  #Nvidia  fell nearly 2% before closing down 0.3%, still close to its highest level since November 2021 set last Thursday.  Intel  rose more than 1%,  Micron Technology  fell 5% and then closed down nearly 3%,  #Qualcomm  fell 2.5% and then closed down 0.6%, Ram Research fell 0.6%, and Applied Materials fell 1% and then closed down 0.3%....

  Samsung  and  #Naver  plan to jointly launch AI chips According to media reports, South Korea's two major technology giants Samsung Electronics and Naver Corporation have reached a cooperation agreement to jointly develop a generative artificial intelligence platform for enterprise applications to compete with global AI tools such as ChatGPT Samsung and Tesla seek cooperation to jointly develop self-driving chips and other technologies According to media reports,  #Samsung  Electronics Chairman Lee Jae-yong recently met with Tesla CEO Elon Musk to discuss future cooperation plans in cutting-edge industries. Demand for memory chips declines, Kioxia and Western Digital speed up the merger According to Reuters, due to the decline in demand for memory chips, Kioxia and Western Digital are actively promoting mergers. The two companies hope to integrate their flash memory business to improve their competitiveness against competitors such as Samsung. Under plans...