weixin
Author page description
August 24
- Dialogue with the Producer of 'Black Myth: WuKong': At the Peak of Confidence, You're Also at the Abyss of Ignorance
南方人物周刊
➀ The game's significant milestones are consistently set on August 20th, leveraging a relaxed Thursday workday atmosphere. ➁ The unexpected popularity of the game's initial trailer led to heightened expectations and ambitious goals, pushing the team to strive for excellence in every aspect. ➂ The team embraces a controlled sense of chaos, believing that a slight loss of control can lead to innovation and better outcomes, despite the challenges it presents. - Korean Chips Thrive in China
半导体行业观察
➀ A new Sino-Korean semiconductor fund, with a total scale of 1 billion yuan, aims to attract leading Korean semiconductor companies to invest in Wuxi. ➁ Nextin and Gigalane, both semiconductor equipment companies, have successfully established operations in Wuxi. ➂ Despite U.S. pressure to restrict chip exports to China, Korean semiconductor exports to China continue to grow, with significant increases in revenue for companies like Samsung and SK Hynix. - Exploring 3 Micron Chips: Deng Xiaoping's First Response to the Question of Imported Equipment's 'Capitalist' or 'Socialist' Nature
上观新闻
➀ In 1992, Deng Xiaoping observed a 3-micron integrated circuit chip at Shanghai Bell, addressing the question of whether imported equipment was 'capitalist' or 'socialist' by stating that it now serves the socialist cause. ➁ Shanghai Bell has since become a leading domestic integrated circuit supplier, with advancements in chip technology increasing by at least 50 times. ➂ The company has transitioned from manufacturing to design, focusing on power management, signal chain products, and power devices, serving various markets including automotive and medical devices.
August 23
- Domestic Robots Enjoying a Golden Era
微信公众号
➀ A total of 69 domestic robot industry financing events were disclosed in the first half of 2024, with a disclosed financing amount of approximately 75 billion yuan. ➁ The financing events for bionic robots, such as humanoid and quadruped robots, have increased significantly, with 18 such events. ➂ Notable investors include Alibaba, Meituan, Xiaomi, Lenovo, Baidu, iFlytek, and Tencent. ➃ The geographical distribution of funded robot companies is concentrated in Beijing, Shanghai, and Shenzhen, with a significant number of startups founded in 2016, 2021, and 2023. ➄ Humanoid robots have become a hot investment area, with several companies receiving over 100 million yuan in financing. - GaN Power Semiconductor Market Accelerates: Leading to Industry's First Consolidation Wave
芯智讯
➀ Key players like Infineon, Renesas, and GlobalFoundries are acquiring GaN technology companies to bolster their GaN capabilities. ➁ GaN, a third-generation semiconductor, boasts higher breakdown strength, faster switching speeds, and superior thermal conductivity, ideal for high-power applications. ➂ The GaN market is poised for significant growth, driven by its superior performance in sectors such as electric vehicles, AI, and robotics over traditional silicon devices. - Competitive Landscape of Chinese Camera Suppliers
潮电智库
➀ Huawei's P series has seen significant advancements, notably with the P30's introduction of advanced zoom capabilities. ➁ The Mate series has also experienced substantial growth, with the Mate 40 achieving record sales. ➂ Chinese suppliers have become highly competitive, with domestic companies like Sunny Optical and O-Film Tech playing crucial roles in Huawei's supply chain. - Interview with the Team Behind 'Black Myth: WuKong'
南方人物周刊
➀ 'Black Myth: WuKong' aims to be China's first 3A game, drawing heavily from the classic 'Journey to the West'. ➁ The team faced significant challenges in creating a game of this scale, including technical difficulties and the need to balance artistic vision with commercial viability. ➂ The game features extensive use of real-world scanning to create authentic Chinese cultural settings, a technique that also significantly reduced production costs. - Impact of 'Black Myth: WuKong' on the Industry
微信公众号
➀ Expanded the player base for single-player games, particularly benefiting companies with strong capabilities in developing high-quality large-screen games. ➁ Triggered a hardware upgrade trend for PCs and consoles, similar to previous hits like 'PlayerUnknown's Battlegrounds' and 'Cyberpunk 2077'. ➂ Pushed the development of cloud gaming due to high hardware requirements. ➃ Leveraged the 'Black Myth: WuKong' IP for potential collaborations. - Introducing Industrial-Grade Wide Temperature SD Card & microSD Card: Efficient and Stable Video Recording Without Dropping Frames
佰维存储
➀ Introduces industrial-grade wide temperature TGC 207 SD Card & TGC 209 microSD Card with transfer speeds up to 160MB/s and capacities ranging from 32GB to 256GB. ➁ Supports 4K high-definition multi-channel video recording in extreme temperatures from -40℃ to 85℃. ➂ Features proprietary firmware optimized for stable multi-channel video writing without frame drops, ensuring data integrity and reliability. - Silicon 'Fan-on-a-Chip' for Active Cooling in Mobile Devices
麦姆斯咨询
➀ xMEMS Labs introduces the XMC-2400 µCooling chip, the first silicon MEMS active cooling fan for ultramobile devices and AI solutions. ➁ The XMC-2400 is a 1 mm thick, silent, vibration-free, solid-state cooling solution that can be integrated into smartphones and tablets. ➂ The chip is 96% smaller and lighter than non-silicon active coolers, with a capability to move 39 cubic centimeters of air per second under 1000 Pa back pressure. - Failure Analysis of Meta's 200G FR4 and 400G FR4 Optical Modules
微信公众号
➀ 52.7% of failures in 200G FR4 modules are due to 50G PAM4 DFB laser power degradation or absence. ➁ PCBA failures significantly increased to 24.8%, likely due to high-speed HDI board and dense soldering processes. ➂ 15.9% of failures are attributed to gold wire bonding in the Rx section. ➃ In 400G FR4 modules, EML is used instead of DFB, resulting in lower failure rates at 13.4%, with PCBA emerging as the primary failure point.
August 22
- UBTECH Launches Industrial Scenario Solutions for Humanoid Robots
智东西
➀ UBTECH showcased a humanoid robot industrial scenario solution at the World Robot Conference, featuring tasks like intelligent handling, sorting, and quality inspection. ➁ The Walker S series robots demonstrated capabilities in moving goods, sorting materials, and performing vehicle quality checks, with high precision and efficiency. ➂ The solution integrates advanced technologies such as industrial scenario-specific large models, computer vision, and semantic VSLAM navigation, aiming to enhance industrial productivity and safety. - Pirated 'Black Myth: WuKong' - A Bittersweet Experience
雷科技
➀ The highly anticipated game 'Black Myth: WuKong' has seen a surge in popularity, with over 1 million concurrent players on Steam within an hour of its launch. ➁ Despite its success, the game has faced issues with piracy, with unauthorized sellers offering the game at significantly lower prices through various platforms. ➂ The article explores the methods used by these sellers, including Steam offline mode and direct downloads from cloud storage, highlighting the challenges faced by the gaming industry in combating piracy. - Chinese Entrepreneurs Prefer NVIDIA RTX 4090
字母榜
➀ The US may ban NVIDIA's H20 sales to China, affecting AI startups. ➁ NVIDIA plans to release a cut-down version of B200, B20, specifically for China. ➂ Many Chinese startups prefer using NVIDIA RTX 4090 due to its cost-effectiveness and accessibility. - Major Share Transfer Announcement: Huarun Group Takes Control of Jiangsu Changdian
芯榜
➀ Huarun Group becomes the actual controller of Jiangsu Changdian after acquiring 22.53% of its shares through Pangshi Runqi. ➁ The transaction involves the transfer of shares from the National Integrated Circuit Industry Investment Fund and Core Semiconductor to Pangshi Runqi. ➂ Huarun Group commits to resolving competitive issues with Jiangsu Changdian within five years and prioritizing new business opportunities for the company. - Record High Revenue in Q2 and Peak Performance Predicted for Q3
大联大
➀ Taiwanese company WPG Holdings reports Q2 revenue of NT$207.97 billion, a historical high for the same period. ➁ Q3 is forecasted to be the peak performance quarter with expected revenue between NT$214.5-224.5 billion. ➂ The company plans to shift its investment strategy, moving away from 100% acquisitions to focusing on semiconductor supply chain services. - First Batch of 'Black Myth: WuKong' Players Already Selling Accounts on Xianyu
DT商业观察
➀ 'Black Myth: WuKong' becomes a major internet sensation within 48 hours of its release, with players renting out their accounts on Xianyu. ➁ The game's release was anticipated with great excitement on platforms like Bilibili, with various content creators contributing to the hype. ➂ The game sparked a nationwide trend of taking time off work to play, with companies even granting employees a day off to enjoy the game. ➃ The game's success has also led to a resurgence of interest in 'Journey to the West' and has sparked a cultural output to international audiences. ➄ The game's popularity has extended to local tourism, with many regions claiming in-game locations as their own and promoting related tourism activities. - TSMC's 2nm Technology Begins Trial Production Ahead of Schedule
半导体行业观察
➀ TSMC has advanced the trial production of its 2nm technology to July, earlier than expected. ➁ The 2nm process will use the company's first-generation nanosheet transistor technology, promising significant improvements in performance and power efficiency. ➂ Apple is set to secure all initial 2nm production capacity from TSMC. - SMIC Stabilizes as the Third Largest Global Foundry
芯智讯
➀ SMIC maintains its position as the third largest global foundry for two consecutive quarters. ➁ The global foundry market saw a 9% quarter-over-quarter revenue increase in Q2 2024, driven by strong AI demand. ➂ TSMC leads with a 62% market share, benefiting from significant AI accelerator demand. ➃ Samsung and UMC also show stable market shares, with Samsung seeing growth due to smartphone inventory replenishment. ➄ Chinese foundries like SMIC and HuaHong are recovering faster than the global average, benefiting from early inventory adjustments and increased local demand. - Exploring Differentiated HBM Memory
微信公众号名称或转载的出处
➀ SK Hynix aims to develop differentiated HBM products to meet specific customer needs in the AI sector. ➁ The company's Advanced Package Development leader emphasizes the need for flexible and scalable technology in AI memory development. ➂ HBM memory has evolved rapidly, with HBM3E reaching 9.2 GT/s - 10 GT/s and HBM4 set to feature a 2048-bit interface. ➃ SK Hynix plans to offer customized or semi-customized HBM4 solutions, considering various customer preferences and technologies. - Stream Multi-processor (SM) Architecture in GPU Design
微信公众号
➀ The Stream Multi-processor (SM) is the core module of the GPU, executing the entire Kernel Grid. ➁ SM consists of a SIMT front end and a SIMD back end, processing instructions in six stages: fetch, decode, issue, operand delivery, execute, and write back. ➂ SM supports instruction-level parallelism but not out-of-order execution, with each Warp executing the same instruction in SIMD mode.
August 21
- Understanding CUDIMM: Enhancing Clock Signal Integrity in DDR5 Memory
微信公众号
➀ CUDIMM, or Clocked Unbuffered DIMM, is designed to improve signal integrity in high-frequency DDR5 memory modules by introducing a Clock Driver (CKD). ➁ The CKD splits the clock domain into DCK (connected to the CPU) and QCK (connected to devices), similar to the RCD in RDIMM but simplified. ➂ For laptop memory modules (SODIMM), a similar approach is taken with CSODIMM, which also incorporates a CKD for enhanced clock signal management. ➃ JEDEC recommends CUDIMM for UDIMM modules above PC5-6400, and CKD solutions are available from various manufacturers, including Lanqi in China. - Detailed Analysis of AMD Instinct MI300 Series Packaging
芝能智芯
➀ AMD's Instinct MI300 series packaging adopts advanced 3.5D technology, integrating traditional chip design with organic packaging, passive silicon interposers, IOD, XCD, CCD layouts, and HBM3 chips. ➁ The design is based on a Chiplet architecture, featuring multiple small chips connected through high-speed communication channels, achieving communication rates up to 3 TB/s and 2.4 TB/s. ➂ The packaging complexity poses challenges, especially in managing data lines, power, and ground connections, requiring precise design and layout to ensure stable power supply to each Chiplet. - Challenges in DDR5 Channel SI Design
微信公众号名称或转载的出处
➀ DDR5 continues to increase data rates, using single-ended data lines and considering DFE at the DRAM side to mitigate signal integrity issues. ➁ Differences between DDR5 and SerDes include the number of links and channel lengths, with DDR5 being multipoint and shorter. ➂ Equalization techniques like CTLE, DFE, and FFE are used to compensate for channel losses and dispersion, with DFE being particularly effective for DDR5 due to its susceptibility to reflections. ➃ Simulation results show that while equalization is not always necessary, it is crucial for certain configurations involving DIMM slots and higher data rates. - HBM Chip PI-SI Cosimulation
微信公众号
➀ Modern electronic design trends necessitate SI-PI cosimulation to minimize power consumption and voltage levels while increasing speed. ➁ The PDN should be meticulously modeled to minimize input impedance seen by I/O drivers, and combined with channel models to accurately predict output eye diagrams. ➂ The article details the complete modeling process of SI-PI cosimulation based on HBM, highlighting considerations for high-frequency PDN design at the chip and package levels. - Fabrinet Reports Strong Q4 and Full Year 2024 Results with 800G+ Product Revenue at $260 Million
ICC讯石
➀ Fabrinet's Q4 2024 revenue reached $753 million, up from $656 million in the previous year. ➁ The company's GAAP net income for the quarter was $81.1 million, compared to $60.8 million last year. ➂ 800G and above rate products generated $259 million in revenue, a 54% increase year-over-year. ➃ The company expanded its share buyback program to $434.3 million. ➄ For Q1 2025, Fabrinet forecasts revenue between $760 million and $780 million. - Two Years After the US Chip Act: $32.5 Billion in Direct Subsidies, but Manufacturing Reshoring Remains Uncertain
芯思想
➀ The US has allocated $32.5 billion in direct subsidies under the CHIPS Act, surpassing China's large fund二期. ➁ 16 preliminary term memorandums have been signed with major semiconductor companies like Intel, TSMC, and Samsung. ➂ These investments aim to boost domestic semiconductor production and reduce reliance on global supply chains. ➃ Despite significant financial commitments, delays in key projects by Intel, TSMC, and Samsung have raised questions about the effectiveness of manufacturing reshoring. - The State of the Foundry Market: Insights from Q2 2024
半导体行业观察
➀ Global semiconductor manufacturing shows signs of improvement with significant IC sales growth and stable capital expenditure. ➁ AI chip and HBM demand surge creates strong tailwinds for industry expansion. ➂ TSMC's market dominance continues to grow, with its share exceeding 62% and profitability surging. - Chairman Hints at Price Increase
微信公众号
➀ TSMC held a groundbreaking ceremony for its first 12-inch fab in Europe in Dresden, Germany. ➁ Chairman Wei哲家 indicated that rising costs due to environmental protections may lead to discussions with clients about pricing. ➂ The European Commission announced a 5 billion euro subsidy to support TSMC's German fab construction and operation. - The Man Who Could Make Silicon Valley Fail: Not Keen on AI, Just Wants to Perfect Robots
PingWest
➀ Wang Xingxing, founder of Yushu, emphasizes practical orders and profitability over speculative investments in AI. ➁ Yushu's humanoid robot G1, priced at 99,000 RMB, showcases advanced capabilities and has achieved mass production. ➂ Wang expresses cautious investment in AI, focusing on the core of robotics rather than the hype around AI.