Taiwan-based storage plants saw a number of declines in revenue in February; Russia introduced emergency measures to support the electronics industry;

Today's hot spots

1. Taiwan-based memory factory revenue in February, Wanghong slightly fell 2.5%, Weigang monthly decreased by 4%

2. Montage Technology: The overall chip value of DDR5 is higher than that of DDR4

3. Tianji memory chip packaging project was put into operation in Pinghu, Zhejiang Province

4. Russia has introduced emergency measures to reduce taxes and fees to support the domestic electronics industry

5. Intel denies discontinuing Optane SSDs/Memory: The Third Generation is on the way

01

Taiwan-based memory factory revenue in February, Wanghong slightly fell 2.5%, Weigang monthly decreased 4%

According to the Taiwan media Juheng Network reported, memory factory Wanghong, module factory Weigang announced February revenue on March 7, Wanghong was NT$3.623 billion, a monthly decrease of 2.5%, an annual increase of 20.3%; Weigang revenue was NT$3.186 billion, a monthly decrease of 4.08%, an annual increase of 13.3%, and continued to be optimistic that the second quarter of memory prices will rise, the operation off-season is not weak.

Wanghong's cumulative revenue in the first two months was NT$7.341 billion, an increase of 22% year-on-year. Although affected by the small number of working days, February revenue reached an 8-month low, but it has reached a new high for the same period of the calendar year for 11 consecutive months. Under the optimization of the product portfolio, the gross profit margin of Wanghong in the first quarter will grow compared with the fourth quarter of last year, and this year's product portfolio is more competitive, optimistic about the operation, and the gross profit margin of the whole year will be better than the second half of last year; of which NOR Flash is still in short supply.

Weigang's revenue for the first two months was NT$6.507 billion, an increase of 13.3% year-on-year. Wei Gang said that the semiconductor supply chain long and short material problem is gradually alleviated, coupled with the DRAM spot price since last December began to stop falling and recover, the trend of the recent quarter is stable, customers on DRAM stocking has also turned positive, although the number of working days in February due to the Spring Festival holiday decreased, but DRAM product revenue instead of the previous month against the trend of growth. Chen Libai expects that as the spot price stands firm, the two major memory contract prices will also fall to the bottom in this quarter, and the second quarter will begin to warm up, emphasizing that the company has prepared enough grain and grass combat strength, has enough inventory to fully support important customer needs, and is optimistic about the synchronous heating of follow-up customer stocking kinetic energy and memory prices, the second quarter off-season is not weak, and the operation is rising month by month.

02

Montage Technology: The overall chip value of DDR5 is higher than that of DDR4

March 7 news, Montage Technology recently accepted the agency survey revealed that in the DDR5 generation, in addition to the memory interface chip, the server memory module needs 3 kinds of supporting chips (SPD, TS and PMIC), PC and notebook UDIMM and SODIMM need 2 kinds of supporting chips (SPD and PMIC), the value of the entire DDR5-related chips is higher than the DDR4 generation. Since DDR5 is a brand new product, the rhythm of the related chip needs to be further observed. If you refer to the penetration rhythm of the DDR4 memory interface chip, usually the penetration rate of each subgeneration product can reach 20-30% at the end of 12 months after the volume, and the penetration rate at the end of 24 months can reach 50-70%, and basically this subgenus has completed most of the penetration of the market at the end of 36 months.

03

The Tianji memory chip packaging project was put into production in Pinghu, Zhejiang

On March 4, Zhejiang Tianji Integrated Circuit Technology Co., Ltd. held a commissioning ceremony.

It is reported that Zhejiang Tianji Integrated Circuit Technology Co., Ltd. has an annual output of 10 million flash UFS3.1 products, 60 million BGA, and a total investment of 120 million yuan in semiconductor packaging and testing projects. Pinghu Caoqiao news said that Zhejiang Tianji Integrated Circuit Technology Co., Ltd. is a high-end memory chip packaging and testing enterprises, in the field of semiconductor storage business, has industry-leading high-end packaging technology capabilities. The successful commissioning of the Tianji memory chip packaging project has opened up the key links in the whole industrial chain of memory chips in R&D design, packaging and testing and product application, which means that the memory chip industry chain has been established in Caoqiao "Zhihui Valley", which is the first semiconductor packaging and testing project in Pinghu City.

04

Russia has introduced emergency measures to reduce taxes and fees to support the domestic electronics industry

According to Russian media reports, the Russian Ministry of Industry and Trade is working with other departments to try to implement the support policy for the domestic electronics industry as soon as possible, including reducing the corporate income tax rate to 3% and reducing the employee social security rate to 7.6%.

Citing the contents of the letter, the media stressed that the measures would help reduce the adverse impact of external sanctions on the industry.

Earlier, the Russian Ministry of Digital Development has submitted a package of support measures, in addition to tax reduction and fee reduction, low-interest loans, product development subsidies, it is also recommended to give outstanding enterprises free of bidding and direct procurement treatment; for enterprise employees, it is also recommended that all employees be exempted from personal income tax for three years, military service can be postponed during work, and enterprises can hire overseas talents can be given special conveniences.

05

Intel denies discontinuing Optane SSDs/Memory: The Third Generation is on the way

Recently, the media reported that the Intel Optane series products have not been updated for a long time, and the future is uncertain. In this regard, Ann Goldman, a spokesman for Intel's global communications department, said that he will continue to work closely with customers and partners in the field of memory and storage technology, including the third-generation Intel Optane product portfolio that supports Sapphire Rapids. At the same time, the company is empowering the ecosystem to prepare for key technologies such as memory tiering based on CXL interconnect technology.

It is reported that Intel's existing storage-related business is mainly based on 3D XPoint technology Optane SSD and persistent memory business, is shipping the second generation of 3D XPoint products, the third generation, the fourth generation of products have appeared in Intel's product roadmap in 2020, but the specific time is not specified.

Judging from Intel's above statement, Optane's product line will continue, especially the product that supports the new generation of server platform Saphire Rapids , the third generation of Optane DC memory, which is expected to be available this year.