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March 6
- 仿真案例大全：从硅功率器件到光电相关
➀ This resource covers a wide range of simulation cases, including silicon power devices, wide-bandgap devices, BJT devices, CMOS/Logic devices, ESD devices, memory devices, nanoscale devices, two-dimensional materials, thin-film transistors, photonic devices, and more.
➁ It discusses the importance of accessing high-quality technical resources and learning materials in the fast-paced information age.
➂ The article emphasizes the need for targeted textbooks, online courses, interactive learning platforms, and an active user community to facilitate the learning of professional software and simulation programming.
March 5
- CoreWeave, the AI Computing Power Giant Backed by NVIDIA, Aims for IPO with a Valuation of Up to 254 Billion RMB
➀ CoreWeave, an AI cloud service provider backed by NVIDIA, has filed for an IPO on the NASDAQ, seeking a valuation of up to 254 billion RMB.
➁ CoreWeave, founded in 2017, has shifted from cryptocurrency mining to selling GPU resources to enterprises after the cryptocurrency crash in 2018.
➃ The company's annual revenue surged by 730% in 2024, reaching 19.15 billion USD, but its annual loss also reached 863 million USD due to heavy investment in AI infrastructure.
- Shanghai Chip Industry: Another Major Asset Restructuring!
➀ Shanghai's Xinxiangwei Microelectronics Co., Ltd. plans to purchase the controlling rights of Shenzhen Aoxiesheng Technology Co., Ltd. through issuing shares and paying cash;
➁ Xinxiangwei is a leading domestic display chip supplier and has established good cooperative relations with major panel manufacturers and display module manufacturers;
➂ The acquisition is part of Xinxiangwei's strategy to expand its business through external growth, following its establishment of a new display industry acquisition fund.
- Analog Devices Considers Acquisition of Car Chip Manufacturer, Valued at 4.1B!
➀ Analog Devices is considering the acquisition of smaller chip manufacturer Allegro Microsystems, which primarily produces sensor integrated circuits.
➁ Allegro has not yet decided to sell the entire company, and Analog Devices has been discussing the feasibility of the acquisition with advisors in recent months, with other also showing interest.
➂ Allegro is currently valued at $4.11 billion, while Analog Devices is valued at $19.83 billion.
- Trump Calls for Abolition of U.S. Chip Bill
➀ U.S. President Trump stated in a joint session of Congress on March 4 that the U.S. should abolish the chip bill.
➁ Sources indicate that approximately one-third of the staff in the U.S. Commerce Department's office responsible for regulating $39 billion in manufacturing subsidies for chip manufacturers were laid off this week.
➂ Around 40 employees on probation were dismissed on March 3, receiving emails about their termination around 2 p.m. Eastern Time and leaving the company at 4 p.m.
- Zhongxin Heavy Industry Chairman Wu Hanqi: Promoting Integrated Coordination of 'Chip + Operating System + Application'
➀ Wu Hanqi, Chairman of Zhongxin Heavy Industry, proposes suggestions to accelerate the development of domestic industrial operating systems and promote the nationalization of high-end industrial controllers.
➁ Wu suggests strengthening top-level design, forward-looking layout, and independent research and development of high-end industrial operating systems, with support for key enterprises including financial investment, tax incentives, national research and development projects, government procurement preferences, and encouraging the use of domestic chips and operating systems.
➂ Wu also indicates that through policy guidance, promote the application of domestic industrial operating systems in various scenarios such as mining, building materials, coal, metallurgy, new energy, and robotics, and encourage domestic chip and hardware manufacturers to prioritize compatibility with domestic operating systems.
- The Charm of RISC-V Chips: Why They Are Encouraged for National Adoption Across China
➀ China plans to release guidelines encouraging the national use of RISC-V-based chips, according to a Reuters report.
➁ The RISC-V architecture is attractive due to its openness, allowing anyone to freely obtain, learn, modify, and extend it.
➂ RISC-V has been embraced by global companies like Alibaba, Qualcomm, and NVIDIA, contributing to its rapid development.
- Vietnam to Build Its First Wafer Factory
➀ Vietnam's government has approved a $500 million wafer factory construction plan, marking the country's first such facility.
➁ The project aims to support defense, high-tech industries, and research needs, with potential funding of up to $500 million.
➂ Vietnam has offered tax incentives, allowing chip companies to retain 20% of income for reinvestment into the local semiconductor ecosystem.
➃ Vietnam has been attracting foreign investment in the semiconductor industry, with major companies like Intel and Amkor already established in the country.
➄ The government plans to build six wafer factories by 2030, aiming to make Vietnam a global semiconductor hub.
- Marvell Unveils 2nm Chip, Targeting NVIDIA
➀ Marvell showcased its first 2nm silicon wafer IP designed for next-generation AI and cloud infrastructure;
➁ The wafer, produced using TSMC's 2nm process, is part of Marvell's platform for developing custom XPU, switches, and other technologies to enhance cloud service providers' global operations;
➂ Marvell's platform strategy focuses on developing a comprehensive semiconductor IP product portfolio, including SerDes, chip-to-chip interconnects, advanced packaging technologies, and custom high-bandwidth memory (HBM) computing architectures;
➃ Marvell also introduced 3D synchronous bidirectional I/O with speeds up to 6.4 Gbits/second for connecting vertically stacked chips within a single die;
➄ The company expects custom silicon to account for about 25% of the accelerated computing market by 2028;
➅ Marvell's 2nm platform is tailored for TSMC's 2nm process technology and includes technologies for developing cloud-optimized accelerators, Ethernet switches, and digital signal processors;
➆ Marvell's custom HBM computing architecture allows XPU to achieve higher computing and memory density;
➇ The new architecture enhances XPU performance by serializing and accelerating the I/O interface between the AI computing accelerator silicon wafer and the HBM wafer;
➈ Marvell's custom AI accelerator architecture integrates XPU computing silicon wafers, HBM, and other chips with Marvell's 3D SiPho engine on the same substrate;
➉ Marvell has been a pioneer in changing interconnect technology, focusing on improving the performance, scalability, and cost-effectiveness of accelerated infrastructure.
March 4
- Nanfu Battery Steps In to Rescue 15 Billion Yuan Chongqing Chip Unicorn
➀ Nanfu Battery has invested in the GPU unicorn 'Xiangdi Xian', which is valued at 15 billion yuan in Chongqing;
➁ 'Xiangdi Xian' has successfully completed a new round of strategic financing worth several hundred million yuan;
➂ Anfu Technology, an A-share listed company, has reached a deep strategic cooperation with 'Xiangdi Xian';
➃ Anfu Technology, through its acquisition of Nangfu Battery, has transformed from a traditional retail company to a high-tech consumer battery company.
- Huizing Holding Halts Acquisition of Yunyinggu Technology (First OLED Chip)
➀ Huizing Holding announced the termination of its acquisition of Yunyinggu Technology due to disagreements on key commercial terms.
➁ The acquisition was intended to expand Huizing's business in the semiconductor sector.
➂ Yunyinggu Technology is backed by major investors including Xiaomi, Huawei, and BOE.
➃ Huizing's founder, Gu Jing, has a background in Tsinghua University and Harvard, focusing on high-resolution signal processing.
- TSMC Invests 730 Billion Yuan in US Expansion, CEO Wei Zhejia Speaks, Trump Listens
➀ TSMC announced a $100 billion investment plan in the US, including the construction of 5 new chip factories over the next few years;
➁ The new investment includes 3 chip manufacturing plants and 2 advanced packaging factories, as well as a large-scale R&D center in the US;
➂ Trump emphasized the importance of chip and semiconductor manufacturing within the US for national security;
➃ TSMC promises to create 40,000 construction jobs in the US over the next four years;
➄ TSMC began producing 4nm chips for US customers in Arizona and has agreed to produce 2nm chips in its second Arizona factory, set to start production in 2028.
March 3
- President's Focus on Wuhan's New Breakthroughs: Upgrades and Innovations!
➀ In 2013, President Xi Jinping visited Wuhan's Optics Valley Exhibition Center, where he viewed innovative achievements in fiber optic communication, 3D printing, and biomass energy.
➁ In 2018, he visited the FiberHome Technology Group and Changjiang Fiber Optics, where he learned about the development of air-core fiber technology.
➂ In 2022, at Wuhan Huagong Laser Engineering Co., Ltd., he inspected the application of laser technology in the semiconductor industry.
➃ In 2024, at the Wuhan Institute of Industrial Innovation and Development, he watched the demonstration of innovative technology supply chain platforms and achievements.
- Another Chinese MCU Manufacturer Challenges TI's Dominance
➀ The Chinese semiconductor industry has made remarkable achievements in recent years, but there are still long ways to go in many fields, such as TI's C2000 series.
➁ Jihai Semiconductor, with 20 years of experience in integrated circuit design and embedded system development, has entered the real-time control MCU market.
➂ Jihai's G32R501 real-time control MCU, based on Arm® Cortex®-M52 dual-core architecture and supporting Arm Helium™ technology, offers significant performance improvements.
- Latest Terminal Market Sales of Electronic Components and Industry Opportunities Analysis | 202502
➀ China's electric car leader BYD releases the Tian Shen Zhi Ye intelligent driving series, which may promote the popularization of intelligent driving technology and benefit the intelligent car industry chain with rising volume and price;
➁ In 2024, China's consumer electronics demand stabilized, with home appliances, industry, energy storage, and new energy vehicles growing strongly, while communication equipment grew weakly;
➂ In 2024, China's new energy vehicle sales reached over 12.8 million, with a year-on-year increase of 35.5%, and the penetration rate reached 40.9%, leading the global electric car market.
- 重磅！‘全部裁员’系谣言，中芯聚源公司严正澄清！
➀ The company has issued a clarification statement, denying the rumors of mass layoffs;
➁ The rumors, such as 'the Beijing office is closing' and 'the Shanghai office is in disarray,' were spread by some media platforms and have severely affected the company's operations and reputation;
➂ The company strongly condemns the rumor-mongering and reserves the right to pursue legal liability against the relevant parties.
- The Most Notable Change of Nvidia GB300 - GPU Socket
➀ The GPU Socket is a connection device that fixes and connects the chip to the motherboard;
➁ The change in GPU connection to the motherboard is significant and meaningful if Rubin adopts Socket;
➂ The adoption of GPU Socket may lead to a new market and a shift in industry trends.
- Another Acquisition by Winbond Electronics!
➀ Winbond Electronics announced a public cash offer to acquire 51% of Huajing's equity for NTD 25 per share to strengthen its business layout and expand its telecommunications and information communication supply chain services.
➁ The public offer is expected to start on March 11, with a maximum acquisition of 35,681,000 shares, representing 51% of the total issued common stock of Huajing, and a minimum of 33,340,281 shares, representing 47.66%.
➂ Huajing Information provides comprehensive information integration services and is committed to meeting the diverse needs of various industries.
- This Time, It's Jensen Huang's Turn to Manage Expectations
➀ Nvidia reported its latest financial results, with revenue reaching $39.33 billion and net profit reaching $22.09 billion, both up by 78% and 80% respectively.
➁ The total revenue for the 2025 fiscal year was $130.5 billion, with net profit reaching $72.9 billion both with triple-digit growth.
➂ Huang emphasized the importance of DeepSeek, saying it sparked global enthusiasm and opened up world-class AI models and reinforcement learning technologies.
- 25年国产GPU市场必将迎来“大洗牌”
➀ The domestic AI chip industry has largely relied on 'funding burning' to survive, with few companies achieving annual sales of over 10,000 units.
➁ The market demand for inference GPU cards is expected to surge as various industries are deploying large models locally.
➂ The domestic market is large, but not all AI chip manufacturers can benefit, with only the top three ranking domestic AI chip manufacturers expected to have a share of the market.
- Zeng Yuyun Invests in Shanghai Chip!
➀ Silead Technology completed its D round of financing led by Pulei Capital under CATL, followed by SMIC Investment.
➁ The funds will be used for talent introduction, product research and development, and commercialization.
➂ Silead Technology, founded in 2016, originates from the Institute of Automation of the Chinese Academy of Sciences, and has MaPU architecture with independent intellectual property rights.
March 2
- An Overview of IC Failure Analysis
➀ IC failure analysis is a crucial step in the semiconductor industry after design;
➁ Failure analysis can be categorized into non-destructive and destructive analysis;
➂ Non-destructive analysis includes visual inspection, electrical testing, X-ray detection, and ultrasonic testing;
➃ Destructive analysis includes decapsulation, probe, hot spot/spot analysis, layer removal, FIB analysis, cross-section analysis, and SEM analysis.
- Microchip Announces Layoffs Amidst 91% Profit Decline
➀ Microchip Technology, a semiconductor manufacturer, is planning to lay off employees at its factories in Oregon and Colorado to cope with a decline in sales.
➁ The company's CEO, Steve Sanghi, stated that the company needs to take decisive measures to adjust its business due to the decline in revenue and inventory levels reaching 266 days.
➂ Microchip has already announced the closure of its Fab 2 factory in Arizona and is expected to save about $90 million in cash annually by the end of 2025.
- A 'Bloodbath' Triggered by DeepSeek's Profit Margin Disclosure
➀ DeepSeek disclosed its profit margin for the first time, revealing a theoretical daily income of $562,027 and a cost profit margin of 545%;
➁ The disclosure sparked a debate between You Yang and Yuan Jinhui, founders of Luochen Technology and Silicon-Based Flow, respectively;
➂ The debate revolves around the profitability of AI infrastructure companies and the efficiency of DeepSeek's model architecture.
- eFabless Announces Shutdown!
➀ eFabless, a well-known open-source chip platform, has announced its shutdown due to financial difficulties.
➁ Founded in 2014, eFabless aimed to bridge the gap between large and small companies in chip manufacturing, connecting startups, universities, and manufacturers.
➂ Despite its achievements, eFabless faced financial challenges and has now ceased operations, leaving behind an unfinished dream and a cautionary tale for the semiconductor industry.
- ST's 12-inch Silicon Photonics Platform
➀ STMicroelectronics has recently released new developments in its300mm silicon photonics platform, detailing its development history for reference.
➁ ST began collaborating with Luxtera in 2012 to develop a 12-inch silicon photonics platform under Luxtera's existing silicon photonics IP technology.
➂ ST showcased its silicon photonics platform progress at OFC 2015, using a 90nm process node and specific characteristics of its silicon waveguides and optical devices.
➃ Luxtera developed PSM4 and PSM8 products on ST's silicon photonics platform, but later partnered with TSMC, leading to better performance for Luxtera's devices.
➄ ST recently announced a new silicon photonics solution, PIC100, with improved device performance to meet 200G single-channel application needs.
➅ ST is also developing TSV and heterogeneous integration processes for 400G/lane applications.
➆ ST is targeting the 800G and 1.6T optical module market with its new BiCMOS platform B55X, and has announced a partnership with AWS.
➇ ST's silicon photonics platform has had a complex development, from its partnership with Luxtera to its current collaboration with AWS.
- The Impenetrable Technological Moat of ASML
➀ ASML's EUV lithography technology achieves extremely high precision, requiring massive resources and a total cost of $2.5 billion. The key technology includes emitting a laser to a tin droplet to produce a plasma light source, which is executed 50,000 times per second, with heat reaching 40 times that of the sun's surface. The EUV machine also relies on ultra-smooth mirrors with extremely high precision.
➁ ASML's technological progress supports Moore's Law, making semiconductors more advanced and helping companies like NVIDIA manufacture complex chips. ASML leads in the lithography field with a deep technological moat that is difficult for other companies to surpass.
➂ The precision (EUV) required costs $2.5 billion, involving 40 shipping containers, 20 trucks, and 3 large jet planes to transport one EUV machine.
➃ The EUV machine's light source involves emitting a laser to a tin droplet about the size of a pollen grain. This process must be executed 50,000 times per second, meaning it occurs every 0.00002 seconds.
➄ ASML's mirrors are incredibly smooth, with the largest flaw being less than one millimeter if the mirrors were as large as Germany.
➅ Moore's Law largely depends on ASML, and continued technological advancement will lead to more advanced semiconductors, enabling chips to execute more complex algorithms.
➆ No one is close to ASML in the lithography field, with their moat on another level.
March 1
- Chinese EDA Giant's Top Management Team Overhauled: Official Response Issued
➀ The management team of Chinese EDA company Xinhua Zhang has undergone a major shakeup recently.
➁ Wang Libin, the founder, chairman, and CEO of Xinhua Zhang, has resigned from his position as CEO, and Xie Zhonghui and Qi Zhenghua have taken over as joint CEOs.
➂ Fu Yong, the CTO, and Fu Qiang, the COO, have also reportedly left the company.
- Domestic GPU Giant Muxi Responds to 20% Layoff Rumors
➀ Muxi Integrated Circuit, a domestic GPU giant, has been rumored to be implementing a layoff plan involving about 20% of its employees (about 200 people) before its IPO to reduce costs and improve the chances of listing success.
➁ Muxi responded to the media, stating that the company regularly conducts personnel adjustment work to optimize personnel allocation, which includes the addition and reduction of personnel and is within the normal scope, not to increase the chances of listing as rumored in the market, and the rumored optimization ratio is also seriously inaccurate.
➂ Muxi, as a star domestic GPU company, has quickly completed four rounds of financing from angel round to A round within one year of its establishment, with a financing amount of tens of billions. Tianyancha shows that Muxi's last round of financing was on August 23, 2024, with investors including Pudong Capital, Shanghai Sci-Tech Fund, Hunan National Innovation Industry Investment, Jiajia Information, and Qixia Capital.
- NAND: Embracing the HBM Moment?
➀ NAND manufacturers are often overlooked in the AI boom despite their role in storage.
➁ The demand for DRAM, especially HBM, in AI computing far outstrips that for NAND, which is primarily used for secondary storage.
➂ The NAND market has experienced ups and downs, with a surge in demand for enterprise SSDs driven by AI servers and a decline in consumer demand.
➃ SanDisk's HBF technology offers a potential new direction for NAND, providing high bandwidth and capacity for AI inference applications.
➄ NAND manufacturers are exploring other avenues, such as increasing storage density and optimizing production capacity, to adapt to the AI market.