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September 29
- 2024 Global Electronics and Home Appliance Brand Value Top 50 List: Apple, Samsung, Huawei Rank Top Three
Not provided
➀ Apple, Samsung, and Huawei top the list of the Global Electronics & Appliances Brand Value 50 2024 by Brand Finance; ➁ Brand value is defined as the net economic benefit brand owners obtain through licensing the brand on the open market; ➂ Apple's brand value increased by 73.6%, while Huawei's decreased by 29.8%. - 7nm Automotive-grade Intelligent Cabin Chip Unveiled: The Dragon Eagle One
Wuhan Economic and Technological Development Zone Publicity Department
➀ The Dragon Eagle One, a 7nm automotive-grade intelligent cabin chip, was unveiled at the Frankfurt Motor Show, alongside Geely's Galaxy E5 pure electric SUV. It was the chip's second international showcase after the CES in the US. ➁ The chip, designed by Hubei Xincheng Technology Co., Ltd., based in Wuhan's Economic and Technological Development Zone, features 87 layers of circuits and 8.8 billion transistors. ➂ It took only 18 months for the chip to go from concept to mass production, a process that typically takes 3 to 5 years. ➃ The chip, with two NPUs (embedded neural network processors), significantly enhances computing power, making it ideal for 'cabin-parking integration'. ➄ To date, the chip has been shipped to over 400,000 units and has been installed in more than 20 models, including the popular Leiking 08.
September 28
- India's First 12-Inch Semiconductor Wafer Factory Set to Be Built with $11 Billion Investment!
芯智讯
➀ Powerchip Technology and Tata Electronics have signed a definitive agreement to build India's first 12-inch wafer factory in Gujarat with an investment of $11 billion; ➁ The factory will have a monthly capacity of 50,000 wafers and aims to create over 20,000 high-tech jobs; ➂ The factory will transfer mature process technology from Powerchip and train Indian employees. - HBM Market: A Mysterious and Complex Scenario
半导体行业观察
➀ The semiconductor industry in South Korea is experiencing a better year with rising DRAM and NAND prices and strong demand for HBM due to AI. ➁ Morgan Stanley predicts a downturn in the semiconductor industry, with DRAM prices expected to decline and HBM supply exceeding demand. ➂ SK Hynix and Micron remain optimistic about the HBM market, with SK Hynix planning to increase HBM revenue by over 300% this year and Micron expecting HBM to contribute billions to its revenue. - Apple's U-turn: OpenAI's 150 billion 'largest in history' financing round, it's tough
机器之心
➀ OpenAI is facing a challenging period with high-level leadership changes and a potential setback in its massive financing round; ➁ Apple's decision not to participate in the latest $6.5 billion round could affect the company's structure and strategy; ➂ Concerns are raised about OpenAI's focus on product development over research, and the impact on its culture and mission. - He: The Annual M&A Man of the Semiconductor Industry
Investment Circle
➀ Huang Renxun, the CEO of NVIDIA, has become the new idol in the M&A world; ➁ NVIDIA has completed at least four M&A deals this year, all focused on AI business; ➂ NVIDIA's acquisition strategy has evolved from large-scale to small and medium-sized enterprises, focusing on AI-related software and tools; ➃ Huang Renxun's biggest regret in his career is the failed acquisition of ARM; ➄ More and more entrepreneurs are realizing that innovation alone is not enough, and they need strong resources and teams to promote scale; ➅ Major corporations are seeking to acquire AI technologies and talents through M&As to strengthen their market position. - Intel Unveils 128-Core Xeon 6 Performance Core Processors: Tackling Memory Wall with CXL and MRDIMM
DOIT朱朋博
➀ Intel launches the 128-core Xeon 6 performance core processor series; ➁ The new processors feature a massive 504MB L3 cache and support MRDIMM for increased memory bandwidth; ➂ CXL 2.0 support allows for memory sharing and pooling, enhancing system performance; ➃ The Flat memory mode unifies DRAM and CXL memory, improving memory management efficiency. - CIOE2024: Silicon Photonics Shines with 200G/lane
微信公众号
➀ Many manufacturers demonstrate single-wavelength 200GHz silicon photonics with impressive performance; ➁ Companies like Xihe, Sicoya, SiFotonics, POET, and HuaGong ZhengYuan showcase advanced silicon photonics technologies; ➂ The industry is pushing for higher bandwidths and lower power consumption with the potential for single-wavelength 400GHz silicon photonics.
September 27
- Academician Criticizes Huawei!
半导体技术天地
➀ Academician Sun Ninghui criticizes Huawei's closed and monopolistic approach; ➁ Huawei's strategy is to concentrate resources to maximize technology and benefits; ➂ The risk of relying on a single company for technological breakthroughs and industry chain is significant; ➃ Huawei's consumer business was severely impacted during the U.S. sanctions; ➄ Open ecosystem and collaboration with more enterprises are needed for domestic technology development. - First Unboxing of Huawei Mate XT
ittbank
➀ Huawei Mate XT's exterior is made of glass fiber and leather, with a compact internal layout and interchangeable batteries; ➁ The phone features a unique 'Z' shaped hinge system for dual-track联动, allowing all three screens to display simultaneously; ➂ The internal components are densely packed, with most important chips being domestically produced; ➃ The repair process is challenging due to the complex layout; ➄ The phone's thermal design is compared favorably to the iPhone 16; ➅ The Mainboard layout is neat and tidy, with a cost-effective repair service at Huawei's after-sales center. - How Many Smartphone Companies Are There in China: 3,500!
旭日大数据
➀ China has over 3,500 smartphone-related enterprises, with Guangdong, Shandong, and Hunan leading in numbers; ➁ The industry shows rapid growth with smartphone production exceeding 560 million units in the first half of 2024; ➂ The article highlights the importance of Shenzhen and Dongguan as major smartphone production hubs, with OPPO and vivo's parent company BBK leading the way; ➃ The article also discusses the shift of Chinese electronics manufacturing to Vietnam, with a focus on semiconductor industry development. - The Strongest Server CPU Arrives! AI Performance Doubled
量子位 | 公众号 QbitAI
➀ The latest Intel Xeon 6 Performance Core Processor (P-core series) has been released, doubling AI performance; ➁ The new processor uses decoupled modular design, allowing flexible core expansion and enhanced memory and I/O; ➂ The Xeon 6900P series has up to 128 performance cores and 504MB of L3 cache, suitable for data-intensive applications; ➃ The processor supports DDR5 memory and MRDIMM memory, offering significant performance improvements for scientific computing and AI scenarios; ➄ Intel AMX supports FP16 data types, providing significant performance improvements for AI inference and training. - Fudan Professor's Startup Secures Over 200 Million RMB in Financing
张通社（ID：ztsnews）
➀ Shanghai Lixin Software Technology Co., Ltd., a high-tech enterprise, has completed a Series B round of financing exceeding 200 million RMB. The round was led by Hongtu Shanli, with additional investment from Pudong Sci-Tech Group, Guotong Venture Capital, CICC Capital, Shenzhen Venture Capital Group, Fujian Electronics, and other state-owned institutions. The funds will be used for product iteration and market promotion, aiming to create a trusted tool for digital design and help build a domestic semiconductor R&D ecosystem. ➁ The founder and chairman of Shanghai Lixin, Dr. Jianli Chen, has been focusing on EDA layout tool algorithm development since 2007. He has won numerous awards and is a member of the IEEE CEDA Electronic Design Automation Committee. ➂ Shanghai Lixin's core product is the EDA tool LePlace, which is based on an independent mathematical model and can efficiently handle the layout of hundreds of billions of transistors. The company aims to integrate with the entire design process of domestic advanced process chips and build a self-sufficient EDA ecosystem. - What Did Intel Miss Out On in the Spotlight?
Unknown
➀ Intel's stock tumbled and market value shrank after a disastrous second-quarter report; ➁ CEO Pat Gelsinger's cost-cutting measures include laying off employees, selling assets, and splitting the chip manufacturing division; ➂ Intel's IDM model and tick-tock production strategy failed to keep up with competitors like Samsung and TSMC; ➃ Intel missed opportunities in mobile chips, autonomous driving, and AI, despite its strong investment in research and development. - Why Nanjing Attracts 1,504 Tech Companies in 4 Years?
正解局
➀ Jiangsu, with Nanjing as the leading city, has attracted the most technology companies and investment in China over the past five years; ➁ Nanjing has become a popular destination for large companies and foreign investments, with Xiaomi and Alibaba establishing their regional headquarters there; ➂ Nanjing's transportation infrastructure, educational resources, and financial development contribute to its appeal; ➃ The city's stable and inclusive environment, as well as its friendly real estate market, further attract businesses; ➄ Nanjing is also focusing on developing emerging industries such as new energy vehicles and artificial intelligence. - Guo Jiu: AI Giants are All Customers! Demand for Passive Components and Power Semiconductors Will Increase Significantly
微信公众号
➀ Guo Jiu Group's Chairman Chen Tai-Ming discusses the company's transformation path, emphasizing that Guo Jiu is no longer the Guo Jiu of the past. With the growth of AI, demand for passive components, sensors, and power components is expected to rise significantly, and Guo Jiu has a complete product line to become a big winner in the AI market. ➁ Guo Jiu controls all passive component product lines required for AI, such as the X6S model of stacked ceramic capacitors (MLCC) used in AI servers, making it the largest supplier in Taiwan. ➃ AI applications include data centers, servers, AI PCs, and AI phones, and are all developing rapidly. The technology giants like Amazon, Meta, and Nvidia are competing in the AI field, and significant investment and competition are expected in the next few years. - Huahai Qingke Achieves First Verification of 12-Inch Equipment
微信公众号
➀ Huahai Qingke has launched a new generation of 12-inch ultra-precision wafer thinning machine, Versatile-GP300, which represents a significant breakthrough in wafer thinning technology and enhances the company's competitiveness in the semiconductor equipment market. ➁ The first Versatile-GP300 machine has successfully completed verification, demonstrating excellent performance and stability, and gaining high recognition from customers. ➂ The machine integrates ultra-precision grinding, polishing, and cleaning units, ensuring high precision and quality in wafer thinning processes. It also provides various system expansion options to meet diverse customer needs. - The chip act turns two: Unveiling the endgame of the US semiconductor industry
芯谋研究
➀ The US chip act has allocated over 300 billion US dollars in funding and provided 258 billion US dollars in loans to 23 companies; ➁ The article criticizes the high cost and delays in the construction of new chip factories in the US; ➂ The US faces a shortage of talent in the semiconductor industry, with a significant gap between supply and demand; ➃ Trade wars have weakened the efficiency of US chip companies and reduced their competitiveness. - Y10T267 Trends in Optical Communication: A Walking Periodic Table of Elements
Unknown
➀ Discusses the trends in optical communication with a focus on the elements involved in the technology; ➁ Explains the challenges and bottlenecks in achieving high bandwidth, high capacity, low cost, high reliability, and low power consumption; ➂ Explores the use of materials like niobium acid lithium, bismuth, and indium gallium arsenide for enhancing bandwidth and capacity; ➃ Introduces the concept of low-power optical modules and their importance in high-speed data centers; ➄ Addresses the issues of material reliability and heat management in optical chips and packaging. - The Invention of IGBT: New Goals
Semiconductor Industry Observation
➀ The article introduces the development of a new device called BiDFET, aiming to improve the efficiency and reliability of matrix converters. ➁ It discusses the first and second generations of BiDFET, highlighting their design, performance, and potential applications in power conversion systems. ➂ The article also explores the impact of BiDFET on converter topology, reliability, and efficiency, and presents experimental results of a prototype AC/DC converter using SiC BiDFET devices. - GPU, the Bell is Ringing!
icbank
➀ The growth of Nvidia's data center GPU shipments in 2023 is explosive, with a total of about 3.76 million units shipped; ➁ The GPU market is expected to see a decline as alternative technologies emerge; ➂ Customized AI chips developed by large cloud providers like Amazon and Google are challenging the dominance of GPUs; ➃ The future of AI models may require a combination of different types of chips, including GPUs and specialized chips. - Interview with Linktel Technology: Displaying Multiple 800G Optical Modules, Stable Performance and Moving Towards Mass Production
Not specified
➀ Linktel Technology showcased several new 800G optical modules including OSFP 2FR4, QSFP-DD XDR8, and QSFP-DD 2FR4, along with its latest 1.6T solution, attracting wide discussion and attention from industry customers and visitors; ➁ The company's product line has been enriched with 800G products and solutions for data centers, with new 400G products added; ➂ Linktel has been investing in R&D, releasing products like 400G/800G silicon photonics solutions, 800G LPO, and LRO products, aiming to enhance network efficiency and stability in data centers; ➃ Linktel has established long-term partnerships with global data center operators and has expanded its global presence with manufacturing, R&D, and business centers in multiple locations; ➄ The company has completed the construction of a new headquarters in Wuhan, which is a multifunctional comprehensive park to support production and operations. - Synopsys at 40: Innovating the Semiconductor Industry, Celebrating 30 Years in China
芯思想
➀ Aart de Geus, Synopsys' founder and chairperson, receives the SIA 2024 Robert N. Noyce Award for his pioneering contributions to the EDA technology over the past four decades; ➁ Synopsys has grown from an EDA tool provider to a global leader in EDA/IP, offering a comprehensive range of solutions; ➂ The company emphasizes innovation, with Synopsys.ai and digital twin technology, and a vast IP portfolio to support cutting-edge technologies like AI and smart manufacturing; ➃ Synopsys has been investing in China for nearly 30 years, collaborating closely with local industry and providing advanced design methodologies; ➄ The company continues to drive technological innovation and talent development, aiming to foster the next generation of 'chip' innovators. - The Decline of European Semiconductors
微信公众号
➀ The European semiconductor market is experiencing a decline, with negative growth in automotive and industrial sectors; ➁ European semiconductor companies have significant strengths in the automotive market but are struggling in data centers and AI server consumption markets; ➂ The European Union's chip act faces challenges, with the goal of increasing Europe's global semiconductor production market share to at least 20% by 2030 seemingly unrealistic; ➃ European companies are looking for more supportive and motivational policies rather than restrictive ones for economic security. - Semiconductor Industry Leader Criticizes Low-Price Competition and Illegal Device Refurbishment, Emphasizes Innovation as the Right Path!
Unknown
➀ Semiconductor industry leader Wang Hui criticizes low-price competition and illegal device refurbishment, emphasizing the importance of innovation; ➁ Wang highlights the challenges of low-price competition in semiconductor development, including the inability to support continuous R&D and harm to chip manufacturers; ➂ Wang advocates for respecting intellectual property rights and encourages innovative solutions for China's semiconductor industry; ➃ Wang shares the history of semiconductor development and emphasizes the need for differentiated innovation in core technologies; ➄ Wang discusses China's position in the global semiconductor market and the importance of original innovation; ➅ Wang introduces the company's core technologies and products, including SAPS megasonic cleaning technology and Ultra C Tahoe; ➆ Wang discusses the company's future plans for international expansion and growth.
September 22
- Inside Intel's Decline: How the 'Chip King' Strayed from Its Path
微信公众号
➀ Intel's decision to outsource chip manufacturing and the delay in its 7nm CPU technology are discussed; ➁ The reasons behind Intel's stagnation in 14nm process technology are analyzed, including the obsession with transistor density and the pursuit of GAA FET manufacturing processes; ➂ The challenges faced by Intel's design department, including excessive ambition and rigid thinking, are highlighted; ➃ The impact of TSMC's involvement and the internal issues within Intel are explored; ➄ The history of Intel's chip manufacturing process is reviewed, highlighting key milestones and setbacks; ➅ The role of the Technology Manufacturing Group (TMG) in Intel's history and its recent restructuring is discussed; ➆ Intel's struggle with the Tick-Tock model and its impact on product development is analyzed; ➇ The internal conflicts and management issues within Intel are examined; ➈ The future prospects for Intel and its potential strategies for recovery are considered. - First RISC-V Automotive Chip: Zijing M100 Unveiled, Great Wall Motors Nurtures Innovation!
Unknown
➀ The Zijing M100 chip, the first domestic RISC-V-based microcontroller chip with the highest level of localization, was successfully lit up on September 20th, marking a significant breakthrough for Great Wall Motors in the chip industry. The chip, developed by Great Wall Motors, is designed for automotive use, featuring high performance and an autonomous intellectual property. It is set to be integrated into multiple models and is expected to be installed in over 2.5 million vehicles within five years. ➁ The chip's successful lighting represents a substantial step in China's path to chip localization, contributing to the intelligent development of the automotive industry and the pursuit of self-reliance in technology. ➂ Great Wall Motors plans to establish a chip R&D company in Nanjing Research and Innovation Park, leveraging the Chinese Academy of Sciences' Institute of Computing Technology to develop automotive MCU function chips and high-performance chips. - Knowles Sells Consumer MEMS Microphone Business to Syntiant for $150 Million
Unknown
➀ Knowles has agreed to sell its consumer MEMS microphone business to Syntiant for $150 million; ➁ Syntiant is a leading developer of low-power edge AI applications for voice, audio, sensors, and vision; ➂ The transaction supports Knowles' transition to an industrial technology company, focusing on precision devices, medical technology, and specialty audio.
September 21
- Samsung, Foxconn, Amkor, and Goertek to Expand Production in Vietnam Amidst Semiconductor Industry Wars
微信公众号
➀ Samsung, Foxconn, Amkor, and Goertek received approval to expand production in Vietnam, with Samsung investing $1.8 billion in a display screen and electronic component project.➁ The decision comes amidst labor strikes and production challenges in Samsung's Indian factory.➂ India is also seeing a surge in semiconductor investments, with plans for new fabs and partnerships with global companies.
September 20
- Emerging CPU Company Contemplates Sale!
微信公众号
➀ Ampere Computing, a leading server CPU company, is reported to be considering a sale. The company, founded by Intel executive Renee James, has been working with a financial advisor to explore acquisition possibilities. ➁ Despite the challenges of an IPO, Ampere is seen as a more energy-efficient option compared to competitors in the data center power budget context. ➃ The company is currently not seeking an IPO but is open to the possibility in the future.