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November 2
- Huawei's Net Profit Plummets 70.6% in Third Quarter, Reaching 7.758 billion yuan
➀ Huawei's net profit for the third quarter of 2024 dropped by 70.6% year-on-year to 7.758 billion yuan;
➁ The company's revenue for the first three quarters of 2024 reached 585.9 billion yuan, with a net profit of 62.868 billion yuan;
➂ Huawei's smartphone shipments increased by 49% year-on-year in the second quarter of 2024, reaching 11.6 million units, ranking tenth globally;
➃ Huawei's smartphone shipments in China increased by 19% year-on-year in the third quarter, ranking fifth in the Chinese market.
- Valued at 6 billion, this domestic CPU manufacturer is exposed for delaying wages and halting operations!
➀ The domestic server CPU company HeySilicon is reported to have delayed employee salaries for half a year, nearly halting operations, with over 500 employees filing for labor arbitration.
➁ HeySilicon had previously announced that April and May salaries would be delayed, and employees received April's salary in late June, with the rest undetermined.
➂ HeySilicon cancelled the 2023 performance bonus due to the global semiconductor market downturn and announced a 30% salary cut starting October 1, 2024.
- Is AI Entrepreneurship Entering a Shakeout Stage? A Talk with Li Kaifu and Zhang Peng
➀ AI entrepreneurship is experiencing changes every quarter, with new paradigms like OpenAI's GPT-4 and new product ideas such as canvas, NotebookLM, and Computer Use.
➁ Questions are being raised about the startup company, Model AGI, especially regarding the 'six dragons of AI'.
➂ Li Kaifu and Zhang Peng discuss the advantages and challenges of AI startups, and explore new ideas for AI entrepreneurship.
- A Chengdu Chip Company That Raised 15 Rounds Is Up for Sale
➀ A Chengdu semiconductor company that has raised 15 rounds is planning to sell.
➁ The company, Yichong Technology, has completed 15 funding rounds and is backed by 30+ investment institutions including SAIC, NIO, Shenzhen Capital Group, and CICC.
➂ Shanghai semiconductor company Jingfeng Mingyuan plans to acquire Yichong Technology through a combination of share issuance, convertible bonds, and cash.
- ECOC2024: Photonic Co-Packaged Transceivers
➀ A 1.6 Tb/s optical transceiver based on EML is proposed and demonstrated by the National Technical University of Athens, using GeSi electronic chips and InP optical chips for co-packaging.
➁ A 64 Gbaud transmitter with a photonic crystal structure is designed by Yokohama National University, featuring a high-speed optical transmitter with 1.9 pj /bit power consumption.
➂ The transceivers use line bonding to interconnect the PIC with the EIC, and the optical routing to the fiber array interface is achieved through polymer PolyBoard low-loss edge coupling.
November 1
- OCP 2024: Lexin Precision's 224G/448G Co-Packaged Copper Interconnect (CPC) Solutions
➀ Lexin Precision introduced its high-speed Co-Packaged Copper Cable (CPC) solution at the OCP 2024 Photonics Special Focus session.
➁ The CPC solution aims to bring benefits similar to CPO, such as higher bandwidth density, better signal quality, power consumption, simplified routing, and low crosstalk.
➂ The challenges include increased complexity and cost in manufacturing and assembly, strict size constraints, and the need for on-site maintainability with modular design.
➃ Lexin's CPC interconnect solution features a modular design, supporting various configurations, and has demonstrated excellent performance in signal integrity testing.
- SenseTime's Ten-Year Journey: Over 40B Yuan Raised, Owning 54,000 GPUs to Target Large Models
➀ SenseTime, once a leading AI company, has faced numerous challenges over the past ten years, with its valuation experiencing significant fluctuations.
➁ SenseTime has shifted its focus to generative AI and aims to become a participant in the large model industry, with its generative AI business contributing 60% of its total revenue in the first half of 2024.
➂ The passing of co-founder Tang Xiaou and the inheritance of his shares by his wife, Yang Qiumei, has raised questions about the future of SenseTime's control and decision-making.
- 4 Domestic SiC Projects Reach New Milestones: Total of 790,000 Pieces, Completion of Acceptance Inspections
➀ Four domestic SiC projects report new progress, totaling 790,000 pieces.
➁ UltraCoreStar's SiC substrate industrialization project is completed and can produce 30,000 pieces per year.
➂ Supersic Jingrui Electronics' SiC substrate wafer production base project has completed the water and soil conservation facility acceptance.
➃ Changfei Advanced's Wuhan base is scheduled to move in equipment in November, with mass production expected in May next year.
➄ Aotong Carbon: The EIA approval for the annual production of 2,000 tons of isostatic graphite and 0.12 tons of SiC ingot project has been granted, with a total investment of 150 million yuan.
- October Semiconductor Terminal Market Insight Report
➀ In October, the market looks forward to the Fed's interest rate cut to boost the semiconductor and terminal market, and pays attention to the impact of European and American electric vehicle policies on the supply chain, while maintaining a high level of expectation for the growth of data centers.
➁ Consumption electronics are recovering steadily, with smartphone, PC, service robots, smartwatches and other major categories experiencing stable growth in production.
➂ The auto industry shows a polarized market, with slight declines in sales and production, but strong growth in new energy vehicles.
➃ Industrial robots show rapid growth, with a year-on-year increase of 22.8% in September.
➄ New energy industry maintains a good momentum, with stable growth in the output of photovoltaic and energy storage batteries.
➅ Communication equipment remains weak, with a decline of 20.8% in the output of mobile communication base stations.
➆ Home appliance production has a slight rebound, with color TV, air conditioning, refrigerator and washing machine production increasing.
➇ Policies are being implemented to support the semiconductor and automotive industries, with the US and EU increasing support for domestic industries.
➈ Data center demand remains high, with stable growth in consumer electronics and differentiated demand in the auto industry.
➉ The Federal Reserve's interest rate cut is a significant boost for the semiconductor industry, with expectations of continued benefits and a potential wave of mergers and acquisitions.
➊ The EU's final anti-subsidy duty on imported electric vehicles from China will have a short-term impact on exports and revenues of domestic manufacturers.
➋ Chinese electric vehicle manufacturers are actively seeking localization strategies in Europe to cope with the tariffs.
October 31
- Insights from the Revival of the US Semiconductor Industry
➀ The US semiconductor industry's leadership is attributed to the establishment of Semate 34 years ago.
➁ The invention of the integrated circuit technology by Robert Noyce in 1959 marked the birth of the chip industry.
➂ Sematech, led by Charlie Sporck, was formed to rebuild the international competitiveness of the US semiconductor industry.
➃ The partnership between industry, government, and academia in Sematech led to the development of high-quality chips at lower costs.
➄ Sematech's success involved government subsidies, targeted short-term technology development, and effective management.
➅ The US semiconductor industry's full recovery of international competitiveness was achieved by 1995.
- Innovation Mechanism of the U.S. National Semiconductor Technology Center
➀ The National Semiconductor Technology Center (NSTC) is a key component of the CHIPS Act, aimed at supporting the leadership of the United States in semiconductor research, design, engineering, and advanced manufacturing.
➁ NSTC will create a public-private partnership to establish an ecosystem that includes government, industry, education, entrepreneurs, and investors.
➂ The goals of NSTC include expanding the U.S. leadership in semiconductor technology, reducing the time and cost from design to commercialization, and building a semiconductor workforce ecosystem.
- Semiconductor Device Simulation Resources and Techniques
➀ Overview of various semiconductor device simulations including diodes, transistors, and power devices;
➁ Detailed explanations of simulation software like Svisual, Sde, Sdevice, and their applications in device and circuit simulations;
➂ Special focus on emerging technologies like SiC, GaN, and Ga2O3 devices and their simulation techniques;
➃ Discussion on ESD, BJT, and tunneling device simulations;
➄ Coverage of TCAD simulations, film transistors, and magnetic materials devices;
➅ Additional resources on virtual machine usage and ISPSD 2024 papers.
- Salary Survey of the Most Popular Fab Factories for Fresh Graduates!
➀ SMIC offers salaries ranging from 20-25w RMB annually for fresh graduates in various positions such as design, PDK, process, and device engineering, with the highest reaching 40-50w RMB;
➁ Hua Hong Semiconductor offers salaries around 16-20w RMB annually, with a relatively relaxed work environment and less overtime;
➂ TSMC offers a uniform annual salary of 13k*18 for fresh graduates in production roles;
➃ Jishata Semiconductor offers salaries between 17w-24w RMB annually for device and process positions;
➄ Goke Semiconductor offers an annual salary of about 18w RMB, with overtime pay potentially reaching 27w RMB;
➅ Shanghai Integrated Circuit Research and Development Center offers salaries of 13-16k RMB monthly;
➆ Ding Tai Jinxin offers an annual salary of about 20w RMB;
➇ Xinwei Semiconductor offers salaries of about 18w-25w RMB for manufacturing positions;
➈ SK hynix offers salaries of 6000 RMB for bachelor's degrees and about 1w RMB for master's degrees, with 14-18 months of pay;
➉华润微电子 offers salaries of 8k-1w RMB for master's degrees with 2-3 months of year-end bonus, totaling about 15-17w RMB annually.
- Hua Run Wei's Third Quarter Revenue Grows 8.44% Year-on-Year
➀ Revenue of Hua Run Wei grew by 8.44% year-on-year in the third quarter of 2024;
➁ The company's revenue for the first three quarters reached 7.472 billion yuan;
➂ Hua Run Wei increased its research and development investment to 8.89 billion yuan in the first three quarters, up by 2.28 percentage points year-on-year;
➃ The project 'Power MOSFET & High Voltage Integrated Chip Key Technologies and Applications' led by Hua Run Wei won the 2023 National Science and Technology Progress Award;
➄ The global semiconductor industry is recovering, with sales reaching 1.499 trillion yuan in the second quarter of 2024;
➅ Hua Run Wei is driving diversified development with a focus on high-end applications such as automotive electronics and industrial control;
➆ The company expects to move towards the high-end of the industry chain and value chain with its deep accumulation and continuous innovation in high-end application fields such as new energy, automotive electronics, and industrial control.
- 3PEAK Announces Complete Dissolution of MCU Team
➀ 3PEAK, a domestic analog IC listed company, announced the dissolution of its MCU team, impacting approximately 80 employees, including some former members of the 2022 TI China MCU R&D team.
➁ The dissolution involves DE, AE, PM, and related positions, with most DE transferred internally to signal chain and PMS product lines.
➂ The move has garnered widespread attention from investors and industry analysts, with many speculating on the reasons and potential impact on future investments.
- Huawei Founder Ren Zhengfei Meets ICPC President, Coaches, and Award-Winning Candidates
➀ Huawei Founder Ren Zhengfei meets with the ICPC President, coaches, and award-winning candidates to discuss the importance of young talent and the role of technology in social development.
➁ Ren emphasizes the need for global collaboration and the exchange of ideas among young people to foster innovation and solve societal challenges.
➂ He shares insights on Huawei's global strategy, emphasizing the importance of open innovation and collaboration with international partners.
- Ren Zhengfei's Latest Speech: Huawei Struggles On
➀ Ren Zhengfei discusses the unstoppable trend of artificial intelligence and its impact on the labor market.
➁ He emphasizes the importance of open innovation and leveraging advanced technologies for a company's survival.
➂ Ren shares his personal entrepreneurial journey and views on the education system and world civilization exchange.
October 30
- OpenAI Collaborates with Broadcom and TSMC to Develop AI Inference Chip
➀ OpenAI is developing its first inference chip in collaboration with Broadcom and TSMC to support its AI systems;
➁ In addition to NVIDIA chips, OpenAI plans to use AMD chips to meet its growing infrastructure needs;
➂ OpenAI has researched various plans to diversify chip supply and reduce costs, including internal design and manufacturing, but has temporarily abandoned this ambitious plan due to high costs and time requirements;
➃ OpenAI has formed a team of about 20 people led by Richard Ho and Thomas Norrie to develop the chip, aiming to launch the first AI chip in 2026;
➄ OpenAI is exploring other parallel solutions and may introduce more partners in the future;
➅ The development of self-developed chips is part of a broader trend among major tech and AI companies to develop dedicated hardware to meet the unique needs of AI workloads.
- Mature Process Chip: Another Front Line of Sino-US Competition
➀ The pursuit of advanced semiconductor manufacturing processes has been a peak goal for decades, leading to fierce industry competition.
➁ In the era of artificial intelligence, advanced process chips are in high demand and soaring in price.
➂ China's semiconductor industry has been focusing on mature process chips in the face of strict export controls by the US.
➃ China's domestic demand for mature process chips is expected to reach 90% by 2030.
- China's Domestic MCU Growth Accelerates with Automotive Demand
➀ Shanghai Xinwang Weiye Microelectronics Technology Co., Ltd. (Xinwang Micro) is a high-tech enterprise specializing in developing high-performance analog-digital mixed-signal MCU&DSP products based on its自主研发 KungFu instruction set and core architecture.
➁ Xinwang Micro's product line includes MCU, power supply, and radio frequency, with its products certified by ISO26262 ASIL-D functional safety process and IATF16949 automotive quality management system.
➂ Xinwang Micro's KungFu core series MCU showcases high performance, high reliability, and high integration, widely used in automotive, smart home, industrial, and energy storage fields.
- China's Nanoprinting Technology Rises as a Potential Alternative to Photolithography in Semiconductor Manufacturing
➀ The 14th China International Nanotechnology Industry Expo concluded successfully, showcasing advancements in nanotechnology.
➁ PuLing Technology, a leading nanoprinting company, offers a range of products and services for various industries.
➂ Nanoprinting technology has distinct advantages over photolithography in terms of precision and cost, but challenges remain in high-precision applications.
- Next-Gen Hybrid Memory Aims to Reduce AI Energy Consumption
➀ Stanford University is researching a hybrid memory that combines the density of DRAM with the speed of SRAM, funded by CHIPS and Science Act.
➁ The research is part of the California Pacific Northwest AI Hardware Center project, which will receive $16.3 million from the US Department of Defense.
➂ The team, led by H.S. Philip Wong, focuses on developing more energy-efficient hardware for AI, with memory being the core.
➃ The hybrid gain cell memory combines the small footprint of DRAM with the almost as fast speed of SRAM.
➄ The gain cell, similar to DRAM, uses a second transistor instead of a capacitor to store data, with the data stored as charge on the gate of the transistor.
➅ Reading signals are无损 in the gain cell, and the reading transistor provides gain to the storage transistor during reading.
➆ Liu and Wong's mixed gain cell memory, combining silicon read transistors with indium tin oxide write transistors, overcomes limitations and achieves a data retention time of over 5000 seconds.
➇ These hybrid storage cells can be integrated into logic chips, potentially changing the way memory is used in computers.
- The Comprehensive Guide to Chip Technology and Equipment: An In-Depth Explanation
➀ The article delves into the significance of WFE (wafer fabrication equipment) and its role in semiconductor manufacturing.
➁ It explains the importance of wet cleaning, CMP, and etching processes, and their application in semiconductor manufacturing.
➂ The text covers advanced techniques such as CVD, PVD, and ALD, discussing their uses in depositing various materials.
➃ The author highlights the challenges and opportunities in the development of semiconductor equipment, particularly focusing on the advanced EUV lithography and mask inspection technologies.
➄ The article also touches upon the importance of PR Stripper, Ashing, and oxidation processes in semiconductor manufacturing.
October 29
- Wintek Technology's Net Profit Down 80% in First Three Quarters: ODM Business Incurs Over 1.2 Billion Yuan Loss
➀ Wintek Technology's net profit for the first three quarters of 2024 decreased by 80% to 414 million yuan;
➁ The ODM business incurred a loss of over 1.2 billion yuan in the first three quarters;
➂ The third quarter saw a significant improvement in the ODM business, with a net loss of 357 million yuan (including convertible bond interest expenses of 108 million yuan);
➃ The semiconductor business achieved a net profit of 6.66 billion yuan in the third quarter, with a gross margin of 40.5%;
➄ The ODM business revenue increased by 45.58% year-on-year in the third quarter;
➅ The company's semiconductor business revenue increased by nearly 20% year-on-year in the first three quarters;
➆ The company's semiconductor business revenue from the automotive sector accounted for 63.00% of the total.
- Chinese Police Arrest Former Samsung Employee for Alleged Espionage in Semiconductor Information Leak to South Korea
➀ A 50-year-old South Korean man was arrested by Chinese police on charges of espionage for allegedly leaking Chinese semiconductor information to South Korea.
➁ He worked as an ion implantation technician at Samsung Electronics for over two decades and later joined China's largest storage chip manufacturer, CXMT.
➂ He was arrested in December 2023 and has been detained for over five months.
- 2 Companies Reveal Earnings: Vehicle-grade SiC Market Share to Reach 50%; Installation Volume Exceeds 910,000 Units
➀ Anessem and Corelink Integrated have recently announced their Q3 2024 earnings reports, highlighting the growth of their SiC businesses in the automotive sector.
➁ Anessem's automotive revenue increased by 5% year-on-year, driven by SiC and ADAS image sensor businesses.
➂ Corelink Integrated's power module installation volume exceeded 910,000 units, with a significant increase in revenue from new energy vehicle and consumer sectors.
- Global Subsidies for TSMC: A Race for Chipmaking Dominance
➀ The recent massive subsidies for TSMC by the US, EU, Japan, and China have sparked attention, with news of accidents and construction progress at their factories.
➁ TSMC's European factory in Dresden, Germany, has started construction, with an investment of over 10 billion euros, aiming to produce automotive semiconductors by 2027.
➂ The US is providing TSMC with up to $66 billion in subsidies for its Arizona factory, aiming to boost the US share in advanced chip production to 20% by 2030.
➃ Japan is offering up to 1.2 trillion yen in subsidies for TSMC's factories in Kumamoto, with the first factory expected to start production by the end of 2024.
➄ TSMC's Nanjing factory in China has been granted 'verified end-user' authorization by the US Commerce Department, allowing unrestricted supply of semiconductor equipment.
➅ The article discusses the strategic implications of these subsidies for the global semiconductor industry.
- Private Equity Giant Ge Weidong Invests 600 Million Yuan in Jingjiawei
➀ Ge Weidong, a private equity magnate, has invested 600 million yuan in Jingjiawei's private placement;
➁ Jingjiawei's private placement raised over 3.8 billion yuan, with a subscription price of 59.91 yuan per share;
➂ Jingjiawei, a domestic GPU company, focuses on independent research and development of GPU chips, with a net profit increase of 53.28% in the first three quarters.
- US to Limit Investment in China in Semiconductors and AI from 2025
➀ The new regulations will take effect from January 2, 2025, targeting investments in China in semiconductors, quantum, and AI technologies that may pose a national security threat;
➁ The U.S. government has been strictly limiting the export of advanced semiconductors to China and has enhanced the review of inward direct investments from China by the Committee on Foreign Investment in the United States (CFIUS);
➂ The restrictions will include acquisitions of Chinese enterprise shares and joint ventures in targeted areas, as well as investments in advanced semiconductor companies and quantum research facilities in China.
- Analog Devices Reports Record Revenue of $3.66 Billion in Q3 2021
➀ Ansenic Semiconductor's revenue for the third quarter increased by 2% year-over-year to $1.76 billion, meeting expectations;
➁ Non-GAAP EPS was $0.99, up $0.02 from the previous year;
➂ Adjusted operating profit was $496.5 million, exceeding analyst expectations of $483.4 million.