DB증권 Tech 서승연, 조현지

Google Retools to Stay at the Top of Search https://www.wsj.com/articles/google-search-ai-artificial-intelligence-chatbot-tiktok-67c08870

- Qualcomm gives light forecast, phone chip sales fall 17% - Qualcomm reported second-quarter earnings on Wednesday that were in line with analyst expectations. - Sales from handset chips, a core business for the company, declined 17% from a year earlier. - Qualcomm CEO Cristiano Amon blamed a challenging environment in a statement, and the company said it had not seen evidence that smartphone sales are recovering in China. https://www.cnbc.com/2023/05/03/qualcomm-qcom-earnings-report-q2-2023.html

The Biden administration in October gave Samsung Electronics and SK Hynix, two of the world’s leading producers of memory chips, a one-year reprieve from export controls designed to reduce China’s ability to develop high-end chips. Four people familiar with the situation said the US had now sent a clear message that the Korean producers would be given another waiver for their plants in China for at least another year. Washington signals support for South Korean chipmakers in US battle with China - https://on.ft.com/3HATE5Y via @FT

안녕하세요. 서승연입니다. 이번에 DB금융투자 반도체 애널리스트로 자리를 옮기게 되었습니다. 오늘이 신영증권에서 인사드리는 마지막 날이네요. 새 회사에서 보다 깊이 있고 적시성 있는 보고서와 세미나로 인사드리겠습니다. 재충전 후 5월 중순에 찾아뵙겠습니다. 감사합니다 ^^ - 서승연 올림 -

Tech war: China’s top memory chip maker YMTC making progress in producing advanced 3D NAND products with locally sourced equipment: sources | South China Morning Post https://www.google.com/amp/s/amp.scmp.com/tech/article/3217919/tech-war-chinas-top-memory-chip-maker-ymtc-making-progress-producing-advanced-3d-nand-products

TSMC Seeks Up to $15 Billion From U.S. for Chip Plants but Objects to Conditions - WSJ https://www.wsj.com/articles/tsmc-seeks-up-to-15-billion-from-u-s-for-chip-plants-but-objects-to-conditions-3bf6cfc1

EU Advances €43 Billion Plan to Make More Semiconductors - Bloomberg https://www.bloomberg.com/news/articles/2023-04-18/eu-negotiators-strike-political-deal-on-43-billion-chips-act

[신영증권 반도체 서승연] 글로벌 주요 Tech 기업 1Q23 실적발표 일정 안내드립니다. 업무에 도움이 되시길 바랍니다. 감사합니다. 4/18(화) Will Semi 4/19(수) 07:00 Netflix 22:00 ASML 4/20(목) 06:00 IBM, LAM Research 15:00 TSMC 4/21(금) 05:30 Segate 4/25(화) 21:00 Whirlpool 4/26(수) 05:30 TI 06:00 Alphabet 06:30 Microsoft 09:00 SK하이닉스 09:30 ASMPT 14:00 LG디스플레이, BESI 15:00 삼성전지, Advantest 16:00 LG이노텍 (공시만), Yageo (E) 18:00 UMC 22:00 ASM, Entegris (E) 4/27(목) 06:00 Meta, KLA 10:00 삼성전자, 삼성SDI 15:00 AUO 16:00 LG전자, ASE 16:30 STMicro 21:30 Teradyne 23:45 Haier 4/28(금) 05:30 WDC 06:00 Intel 06:30 Amazon 15:00 Murata 06:00 Mediatek, BOE (E) 5/1(월) 22:00 OnSemi 5/2(화) 06:00 Amkor 5/3(수) 06:00 AMD 5/4(목) 05:45 Qualcomm 06:00 UDC 5/5(금) 06:00 Apple 22:00 Silicon Motion 5/8(월) 06:00 Microchip 5/9(화) 21:30 GF 5/11(목) 15:00 Sharp (E) 15:30 TEL 21:00 Merck 5/12(금) 09:30 SMIC 15:00 Toshiba 5/15(월) 20:30 Xiaomi 5/17(수) 21:00 Tencent 5/18(목) 05:30 Cisco 06:30 AMAT 5/24(수) 21:00 Best Buy (E) 5/25(목) 06:00 NVIDIA 5/26(금) 05:45 Marvell (E) 20:30 Alibaba (E) 21:00 Baidu (E) 5/31(수) 06:00 HP (E) 6/1(목) 06:00 HPE (E) 6/2(금) 05:30 DELL (E) *컨콜 및 한국 시간 기준

DRAM spot prices stop falling (Digitimes) Samsung Electronics has informed distributors that it would no longer sell DRAM chips at rates lower than the current price, implying that its pricing policy may change soon, according to industry sources. DRAM spot prices have stopped falling recently, much sooner than expected.

China smartphone brands become active in promoting new models (Digitimes) Chinese brand vendors including Xiaomi and Vivo have recently begun to promote new smartphones, indicating that a recovery in demand from China's smartphone sector may be underway, according to industry sources.

Quanta to shift more notebook assembly lines to Thailand (Digitimes) Quanta Computer plans to shift more of its notebook assembly lines from China to Thailand and is looking for corporate executives to relocate to Thailand, according to industry sources.

TSMC still mulling raising foundry quotes in 2H23, sources say (Digitimes) TSMC has revised its blueprint for capacity expansion, reducing its scale and slowing down its pace. However, the pure-play foundry is still evaluating the feasibility of raising its quotes in the second half of the year, according to sources at IC design houses.

TSMC plans JV fab in Germany, sources say https://www.digitimes.com/news/a20230412PD216/bosch-germany-tsmc.html