Summary of Hearts

Purchase volume of the four major CSP down-repair servers in North America

Two ministries and commissions publish new lists

The quantum computer "Wukong" is coming out soon

Announcement of the list of key projects in Fujian Province

Several semiconductor companies plan to break through the IPO

Disclosure of the latest financial statements of three major storage plants

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Purchase volume of the four major CSP down-repair servers in North America

The continued weakness of the global economy has prompted the four major cloud service providers in North America to reduce their server purchases in 2023, and the number may continue to decline. The reduction range is at least in the order of Meta, Microsoft (Microsoft), Google (Google), and AWS (Amazon Cloud Technology). TrendForce Unitalen Consulting estimates that the server purchases of the four operators have increased by 6.9% year-on-year from the original estimate to 4.4%, This will affect the annual growth rate of global server shipments to 1.87% in 2023, further exacerbating the imbalance between supply and demand of server DRAM. It is estimated that the price of server DRAM will decline by about 20~25% in the first quarter.

In terms of Meta, the year-on-year decline of server procurement in 2023 will expand to 3.0%; For Microsoft, the year-on-year growth rate of server purchase will be revised down from 16.9% to 13.4% in 2023, as the demand for enterprise cloud investment has not declined significantly; In terms of AW, due to the weak demand of the general environment, the orders of AWS for the upstream supply chain, including CPU, connector, copper foil substrate, etc., were adjusted downward by about 30% compared with 2022, and the year-on-year growth rate of AWS server procurement in 2023 converged to 6.2%; In terms of Google, the year-on-year growth rate of server procurement has also converged to 5.2%... For details, please click the "Four CSPs in North America Revise Server Procurement Volume, Q1 Server DRAM Price Drop About 20~25%"

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Two ministries and commissions publish new lists

On January 30, the General Office of the Ministry of Industry and Information Technology and the General Office of the State-owned Assets Supervision and Administration Commission of the State Council issued the Notice on the Application Demonstration Direction and Promotion Organization List of Key Products and Processes in 2022 (hereinafter referred to as the "Notice").

The Notice shows that the key directions related to the semiconductor industry include rail transit high-performance control chips, semiconductor etching gas, 4-6 inch GaN microwave and millimeter wave devices, sputtering targets for integrated circuits and high-purity metal purification technologies.

Among them, the promotion organization of rail transit high-performance control chip is China Academy of Railway Sciences Group Co., Ltd., and the participating units include Time Electric, Beijing Jiaotong University, Southwest Jiaotong University, Longxin Zhongke, Feiteng Information, Zhaoyi Innovation, Zhixin Microelectronics, etc For details, please click "Two Ministries and Commissions Announce the New List, Many Semiconductor Listed Companies Participate"

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The quantum computer "Wukong" is coming out soon

On January 31, China's first quantum chip production line made its debut to the public through the CCTV news client. According to CCTV News, China's latest quantum computer "Wukong" is about to be released, and the first domestic quantum chip production line is working hard to produce quantum chips.

This production line was put into operation in January 2022. During this year, 24 sets of process equipment related to the production of quantum chips were successively introduced, 3 sets of self-developed special equipment for quantum chips were incubated, more than 1500 batches of streamed products were produced, and many batches of quantum chips, quantum amplifiers and other products were delivered.

At present, quantum computing is setting off a global race. More than 100 quantum computing companies in the world have invested huge human and material resources in the research and development. The Canadian quantum computing company sold its first quantum computer in 2011, and IBM in the United States delivered its commercial quantum computer for deployment in 2019 For details, please click "CCTV Visits the First Quantum Chip Production Line in China! The Quantum Computer" Wukong "is Coming Soon"

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Announcement of the list of key projects in Fujian Province

Recently, Fujian Provincial Development and Reform Commission issued the list of provincial key projects in 2023. There are 1580 provincial key projects in 2023, with a total investment of 4.09 trillion yuan and an annual planned investment of 648 billion yuan.

Among them, there are 1409 key projects under construction in the province and 171 key projects under preparation in the province, including many semiconductor industry projects, such as the construction of the production line of the Si-lan 12-inch characteristic process semiconductor chip, the construction of the production line of the SiC power device, the construction of the Jinjiang memory production line, and the Lianjiang Hengshen electronic-class special gas project.

Among them, Shanghang Jingxu Semiconductor 2-inch compound semiconductor chip production project has a total investment of 1 billion yuan; The total investment of Xiamen Shilan 12-inch characteristic process semiconductor chip manufacturing line construction project is 17 billion yuan; Xiamen Haicang District Silaming Ga SiC power device production line construction project is planned to invest 1.5 billion yuan; Xiamen Xiang'an Lianxin Integrated Circuit Manufacturing Project invested 6.5 billion US dollars For details, please click "List of Key Projects in Fujian Province in 2023"

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Several semiconductor companies plan to break through the IPO

Since 2022, the market of consumer electronic products such as smart phones and PCs has been weak, and the semiconductor industry has entered the stage of destocking. In addition, due to the COVID-19, the conflict between Russia and Ukraine, inflation and other factors, the prosperity of the semiconductor industry has declined, and the growth of the industry has begun to slow down.

On the other hand, driven by policy support and the wave of localization, the domestic semiconductor capital market is still hot. According to the previous statistics of Global Semiconductor Watch, in 2022, there were 43 domestic semiconductor companies listed in A-shares, with a total market value of more than 700 billion yuan, and more than 50 other companies were queuing up for listing. This hot phenomenon is also expected to continue in 2023.

It is reported that since 2023, a number of domestic semiconductor manufacturers have embarked on the road of capital. In January alone, the CSRC disclosed the guidance and filing of more than 10 manufacturers, including Tianyu Semiconductor, Zhongke Instrument, Ruishi Chuangxin, and Heyan Technology For details, please click "Tianyu Semiconductor, Ruishi Chuangxin, etc. are on the list, and more than 10 semiconductor companies have started listing guidance"

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Disclosure of the latest financial statements of three major storage plants

On January 31, Samsung Electronics announced its financial results for the fourth quarter and fiscal year 2022. As of December 31, 2022, Samsung's consolidated revenue in the fourth quarter was 70.46 trillion won and its operating profit was 4.31 trillion won. The annual revenue reported in 2022 is 302.23 trillion won and the operating profit is 43.38 trillion won.

Prior to that, Micron Technology released its financial report for the first quarter of fiscal year 2023 as of December 1, 2022, with revenue of $4.1 billion, down 39% month-on-month and 47% year-on-year. Meguiar said that in view of the serious mismatch between supply and demand in 2023, Meguiar expects that the profitability of the entire industry will face challenges throughout this year For details, please click "When will the market demand recover?"