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September 20
- Micron Announces Volume Production of Ninth-Generation NAND Flash Technology
SSDFans
➀ Micron has announced the volume production of its ninth-generation (G9) TLC NAND SSD, marking an important milestone in the industry; ➁ The G9 NAND offers a data transfer speed of 3.6 GB/s, providing excellent bandwidth for data read and write operations; ➂ G9 NAND's storage density can be increased by up to 73% compared to the previous generation, with a smaller form factor that saves 28% of the area compared to competitive products.
September 19
- The Supply Chain Implications of the Lebanon Pager Explosion Incident
Unknown
➀ The Lebanon pager explosion incident highlights the importance of supply chain security, as Israel manipulated the supply chain to install explosive devices in pagers used by Hezbollah; ➁ The incident underscores the risks of relying on international supply chains, especially in geopolitical tense situations; ➂ It raises concerns about the potential for similar attacks on other communication devices, affecting global supply chains. - IBM's Secret Layoffs Unveiled!
微信公众号：半导体技术天地
➀ IBM has conducted a secret mass layoff in its cloud services department, impacting thousands of employees; ➁ The layoffs primarily targeted senior program, sales, and technical support staff, with most affected employees aged 50-55 and with 20-24 years of tenure; ➂ IBM closed its China R&D department last month, affecting over 1000 employees; ➃ IBM's revenue has been declining significantly, prompting the company to downsize with approximately 3900 layoffs globally in 2023. - Keli Sensing Wins Huawei Embodied Intelligent Robot 6D Sensor Contract
Unknown
➀ Keli Sensing has signed a contract with Huawei for 6-axis force sensors for embodied intelligent robots; ➁ Huawei's embodied intelligence team is focused on commercializing advanced research results and is actively recruiting talents; ➂ Keli Sensing has expanded its business to include over 20 types of sensors and has established a global network of over 500 enterprises. - Huawei Mate XT Camera and Core Supply Chain: Initial 500,000 Units Likely Not Enough for Demand
微信公众号
➀ Huawei has launched the Mate XT, its first tri-fold smartphone after 5 years of research and development; ➁ The phone has already attracted nearly 7 million pre-orders, with an initial stock of 500,000 units; ➂ The cost of the tri-fold screen is high, with Huawei planning to improve efficiency and reduce costs; ➃ Huawei has adopted the 'Tiangong Hinge System' for its thin and stable design; ➄ The camera module is supplied by several major companies, with Huawei also introducing its in-house CMOS sensor for the first time. - Qualcomm Fined 1.88 Billion Yuan!
集微网、金融界
➀ The European Court of Second Instance confirmed the EU's antitrust fine against Qualcomm, reducing the amount from the initial 242 million euros to 238.7 million euros (about 2.655 billion US dollars, 18.8 billion RMB). ➁ The fine was mainly due to Qualcomm selling its baseband chipsets to two customers at below-cost prices from 2009 to 2011 to遏制 competitor Icera, a British mobile software company now part of Nvidia. ➂ Icera complained to the European Commission about Qualcomm's anticompetitive behavior in June 2009, and the Commission decided to fine Qualcomm 242 million euros in July 2019. The Commission concluded that Qualcomm had abused its dominant position in the UMTS baseband chipset market. - The Beirut Pager Explosion: Why Are Obsolete Devices Still in Use?
Original: Zhengjieju
➀ A series of pager explosions in Lebanon has caused casualties and injuries; ➁ Pagers, an outdated communication device, are still being used by Hezbollah due to Israeli surveillance; ➂ Pagers offer reliability and security in communication, especially in areas with poor mobile signal; ➃ The incident highlights the importance of information security in modern warfare. - Chinese Semiconductor Companies' Overseas Expansion in 2024
01芯闻
➀ Analyzes the overseas expansion of Chinese semiconductor companies based on the 2023 annual reports of 21 listed companies; ➁ Identifies five stages of overseas expansion from dependence on the domestic market to internationalization; ➂ Discusses the strategies and achievements of leading companies like Atheros Technology and Yangjie Technology in the overseas market; ➃ Assesses the performance of various companies based on quantitative and qualitative indicators. - Ziguang Unisoc Secures New Round of 4 Billion Yuan Funding!
中国证券报
➀ Ziguangisoc has successfully completed a 4 billion yuan equity financing round; ➁ The funding will be used to strengthen talent recruitment, solve capital issues, and enhance innovation; ➂ The company is a leading player in mobile communication chip research and development, with a significant market presence; ➃ The funding round received support from various state-owned platforms, banks, insurance institutions, firms, and social capital; ➄ Ziguang Unisoc is actively expanding its global market presence, with its 5G chips reaching 50 countries and regions; ➅ The company is expected to accelerate its IPO process with the completion of this funding round. - Marvell Founder and Chiplet Pioneer Sehat Sutardja Passes Away at 63
Unknown
➀ Sehat Sutardja, the founder of Marvell and the pioneer of Chiplet concept, passed away at the age of 63 due to sudden illness; ➁ Sutardja and his wife Weili Dai were known as the 'Swordsman and Dragoness' of the chip industry; ➂ Sutardja's contribution to the semiconductor industry, including the Marvell MoChi module chip technology in 2015, laid the foundation for the Chiplet concept; ➃ The Chiplet concept involves integrating different types of chips, dividing SoC into smaller chips, and integrating them using advanced packaging technology; ➄ The Chiplet concept is considered a new solution to address the challenges of Moore's Law and advanced process technology. - Marvell Co-Founder Passes Away
微信公众号
➀ Sehat Sutardja, co-founder of Marvell, passes away at the age of 63; ➁ Sutardja was a pioneer in the semiconductor industry and co-founded Marvell Technology with his wife Weili Dai; ➂ He served as CEO of Marvell and was also a board member of Alphawave Semi, where he joined in 2019. - AI服务器从HBM到CXL变革
微信公众号
➀ The transition of AI servers from HBM to CXL technologies; ➁ The importance of high-speed memory bandwidth in AI servers; ➂ The rise of HBM technology to overcome 'memory wall' issues; ➃ Market dominance of HBM suppliers like SK Hynix, Samsung, and Micron; ➄ The impact of new interconnect technologies like CXL and MCR/MDIMM on AI server performance; ➅ Micron's product roadmap and Rambus' interconnect solutions; ➆ The significance of SPD EEPROMs in DDR5 memory systems.
September 18
- The Challenges of Huawei's Triple-Foldable Phone
微信公众号
➀ The release of Huawei's Mate XT brings a new breath of fresh air to the increasingly homogenized smartphone brand launch events; ➁ The Mate XT achieves a technological breakthrough by reducing the single-layer thickness to the industry's lowest 3.6mm and the overall folded thickness to only 12.8mm; ➂ The 'Z-fold' design of the Mate XT presents challenges in screen design and production due to the need to accommodate both compression and stretching forces on the screen. - One Year of Construction: The Latest Leaked News from Changhong Advanced Wuhan Base
Unknown
➀ Changhong Advanced Wuhan Base celebrates its first anniversary of construction; ➁ The main building of the base is fully topped; ➂ The first batch of equipment will be moved into the base in October, with mass production scheduled for June next year. - Major Breakthrough in Domestic Lithography Machines!
xd211ic
➀ A major technical breakthrough in domestic lithography machines has been achieved, with the capability to produce 65nm process chips; ➁ The Ministry of Industry and Information Technology has released the 'Guidance Catalog for the Promotion of Application of the First Set of Major Technological Equipment (2024 Edition)', which includes various integrated circuit production equipment; ➂ The breakthrough signifies China's determination to reach an advanced international level in the semiconductor equipment field in the next few years. - How KOWAISU Breaks Through the 'Involution' in 26 Years: What Makes It Stand Out?
Unknown
➀ KOWAISU's CEO reflects on the intense competition in the cleaning robot industry; ➁ Introduces the 'X8 PRO PLUS' as a revolutionary product with a roller cleaning system; ➂ Discusses the challenges of maintaining clean cloths and the need for innovative solutions; ➃ Explains the 'TruEdge 2.0' technology for edge cleaning and the 'ZeroTangle 2.0' hair-tangle prevention; ➄ Introduces YIKO-GPT, KOWAISU's AI language model for interactive cleaning; ➅ Emphasizes the importance of solving consumer pain points for market success.
September 17
- Is It Worth Switching to the Semiconductor Industry?
芯师爷
➀ The article discusses the current situation in the semiconductor industry, including the challenges faced by employees in design houses and fabs. ➁ It mentions the cyclic nature of the semiconductor industry, with a focus on the growth and decline of the industry over time. ➂ The author analyzes the potential risks and rewards of switching to the semiconductor industry, considering factors such as job security, salary, and career progression.
September 12
- From Chips to Systems: 2024 Synopsys Developer Conference Creates a Future of Intelligent Everything
Semiconductor Industry Observation
➀ The 2024 Synopsys Developer Conference was successfully held in Shanghai, bringing together global technology leaders and chip developers to discuss how to accelerate innovation from chips to broader technology fields, and create a future of intelligent everything. ➁ Mr. Ge Qun, Senior Vice President of Synopsys Global and Chairman and President of Synopsys China, emphasized the importance of collaboration and innovation, highlighting Synopsys' commitment to advancing technology and empowering the chip industry. ➂ Mr. Sassine Ghazi, President and CEO of Synopsys, emphasized the rapid development of cutting-edge technologies and the challenges faced by the semiconductor industry, while outlining Synopsys' solutions to address these challenges and drive innovation. - Chinese Homegrown GPU Unicorn Initiates IPO!
微信公众号
➀ Shanghai-based GPGPU unicorn company, WallRune Technology, has initiated its IPO with the China Securities Regulatory Commission's approval. The company aims to focus on cloud-based general intelligent computing and surpass existing solutions in AI training and reasoning.➁ WallRune has completed B-round financing with a total of over 5 billion yuan, attracting investments from well-known institutions.➃ WallRune's co-founder and CEO Zhang Wen emphasizes the company's commitment to advancing domesticization and building an ecosystem to support digital transformation of the economy and society. - PhotonIC Technologies and Nuvoton Launch Car Intelligent 3D-ToF Visual Perception Solution
Weixin Official Accounts Platform
➀ PhotonIC Technologies and Nuvoton have jointly launched a car intelligent 3D-ToF visual perception reference design; ➁ The technology is being adopted by several well-known domestic car Tier 1 manufacturers for intelligent cabin applications; ➂ The solution is expected to be mass-produced and shipped by the end of 2024, enhancing driving experience; ➃ The design offers full VGA resolution image capture, over 60 distance frames per second, and motion object measurement with PTOF; ➄ The solution supports real-time 3D imaging with full VGA resolution, enabling facial recognition, driver monitoring, and cabin gesture recognition.
September 11
- AMD EPYC Powers Innovation Across Industries: From Telecommunications to All Sectors
微信公众号
➀ AMD EPYC processors are gaining popularity in the telecommunications industry due to their high-core count, high frequency, and low power consumption; ➁ The Zen architecture enables single-socket servers to replace dual-socket ones, reducing costs and energy consumption; ➂ EPYC 7A23 provides high computing power and stability for cloud services and big data applications; ➃ AMD's innovations are driving the industry towards a more efficient and energy-saving direction. - Intel's 'M1' Moment: TSMC's Manufacturing
IT之家
➀ Intel's M1 moment with TSMC's manufacturing; ➁ The new Lunar Lake 'Moon Lake' Core Ultra 200V processor series; ➂ Intel's aggressive change in design and architecture; ➃ Performance and efficiency improvements in CPU, GPU, and NPU; ➄ The launch of over 80 models from more than 20 OEM manufacturers; ➅ The challenge to ARM processors and the x86 camp - First Independent Graphics Chip 9A1000 Fully Developed by Loongson Zhongke
Unknown
➀ Loongson Zhongke's fourth-generation products 'Three Swords' and 'Three尖兵' series have attracted wide attention for their high cost-performance; ➁ The 3A6000 chip for desktop market reduces silicon area by 20% while improving single-core performance by 60% and multi-core performance by doubling, with mass sales already achieved; ➂ The 3C6000 chip for server market doubles performance and halves cost, currently in the sample stage; ➃ The 2K3000 chip for terminal market doubles the number of cores and halves the cost, with chips already delivered. - AMD Announces Unified GPU Architecture!
半导体技术天地
➀ AMD announced the unification of its consumer game RDNA and data center CDNA GPU architectures into 'UDNA' at IFA 2024 in Berlin. This move aims to provide developers with a single focus for optimized applications to run on both consumer and high-end data center GPUs.➁ The unification was made to simplify management and development processes, reducing complexity for developers.➃ AMD's UDNA architecture will support future generations of products and ensure forward and backward compatibility. However, specific details and timelines have not been disclosed. - What Are Intel Discussing About Storage?
Unknown
➀ Intel's recent adjustments in storage technology, including the sale of NAND SSD business and discontinuation of Optane development; ➁ Introduction of advanced microarchitecture, more cores, and enhanced memory bandwidth in Intel Xeon 6 processors to improve storage capabilities; ➂ NTB technology for communication and data synchronization between high-performance storage nodes, enhancing system stability and security; ➃ CXL 2.0 technology for memory pooling and resource sharing between storage nodes; ➄ Hardware accelerators like DSA and QAT for data migration, processing, compression, and encryption, improving system performance; ➅ VMD and VROC technologies for ensuring data reliability and security; ➆ Software innovations like ISA-L and SPDK for enhancing data processing and reliability; ➇ Contributions to open ecosystems and support for open-source projects like Ceph and DAOS; ➈ Comprehensive support for hyper-converged storage architectures with Intel Xeon processors, storage solutions, and network technologies. - Securities Firms Launch Integration Wave, How Far is Semiconductor?
微信公众号
➀ The Chinese securities industry is entering a new round of integration and merger wave; ➁ The integration of securities firms is affecting the semiconductor industry; ➂ The Chinese semiconductor industry has made significant progress but still faces challenges; ➃ The author argues for the integration and reorganization of the semiconductor industry; ➄ The article discusses the new national system for the development of the semiconductor industry. - What Will the 'Artificial Intelligence Scientist' Bring to Academia?
IEEE电气电子工程师学会
➀ An international research team has created an 'Artificial Intelligence Scientist' to handle the entire scientific research process; ➁ The AI scientist can process and analyze large amounts of data, extract meaningful insights, and help researchers identify patterns, correlations, and trends that may not be easily discernible through traditional methods; ➂ The AI scientist can generate hypotheses, conduct experiments, evaluate results, and write papers, but it also brings challenges and ethical considerations; ➃ Critics argue that the AI scientist may not produce anything valuable after the hype of artificial intelligence science subsides. - Hydrogen Ion Implantation Breakthrough: National Electric Investment Group Achieves Major Semiconductor Milestone
芯榜
➀ National Electric Investment Group's affiliated company, NARI Chip Core Technology (Wuxi) Co., Ltd., has delivered the first batch of hydrogen ion implantation performance optimization chips. The hydrogen ion implantation is a crucial step in semiconductor wafer manufacturing, second only to lithography. It plays a key role in the production of various types of semiconductor products. ➁ The key technical points of hydrogen ion implantation include precise control of dosage, energy, and depth, vacuum environment for injection, material compatibility, and post-treatment. ➂ NARI Chip Core Technology's breakthrough has marked a major technological achievement in China's semiconductor manufacturing field, breaking the monopoly of foreign technology and equipment in this field and laying a solid foundation for the full domestic substitution of semiconductor ion implantation equipment and technology. - 8.48 billion! Grand Chipset's August Performance Hits New High
Unknown
➀ Grand Chipset's August revenue reached$84.85 billion, a 23.8% month-over-month increase and a 34.2% year-over-year increase, setting a new monthly record. The cumulative revenue for the first eight months was NT$54.32 billion, with a year-over-year increase of 30%. ➁ The company attributed the growth to factors such as the peak season, increasing demand for data centers and servers, strong PC/NB sales, and expanding memory demand. ➂ Grand Chipset expects Q3 revenue to increase by about 5.5% and estimates operating profit to increase by about 10%. - Intel's High-Level Talent Rapidly Leaking Out
Unknown
➀ Intel is facing a major talent exodus with high-level employees leaving the company rapidly; ➁ Habana Labs co-founders David Dahan and Ran Halutz have left Intel to start an AI startup named Touch; ➂ Four senior CPU engineers from Intel have also left to found a new RISC-V core IP development company named Ahead Computing Inc.