➀ Lam Research reported better-than-expected revenue and EPS, slightly beating market estimates. ➁ The company's guidance for the next quarter is in line with expectations, showing a slow but steady recovery. ➂ Despite concerns about China's slowing tech spending, Lam Research's focus on tech investments is offsetting the decline.
Recent #China news in the semiconductor industry
➀ ASML, the Dutch chip equipment manufacturer, has announced a reduction in its 2025 order forecast, causing a significant drop in its share price. ➁ The CEO of ASML suggests that despite U.S. export restrictions, China may still be capable of producing 5nm and 3nm chips. ➂ The situation reflects the ongoing competition and technological advancements in the semiconductor industry.
➀ Chinese researchers have successfully executed the first quantum attack on widely used encryption algorithms using a D-Wave quantum computer, posing a significant threat to military and banking sectors. ➁ The attack targets SPN algorithms, which are considered crucial for digital security. ➂ The researchers warn that the future of encryption is at stake, and traditional encryption methods may soon become obsolete.
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➀ Huawei is shipping its Ascend 910C AI Accelerator to NVIDIA customers in China; ➁ The move comes as the US imposes trade restrictions on AI hardware, making it challenging for Chinese tech giants to source NVIDIA chips; ➂ Huawei aims to compete with NVIDIA in the AI chip market with its new chip.
➀ The FBI's pursuit of a China-based botnet led to the operators 'burning down' their network; ➁ The botnet, operated by 'Integrity Technology Group', was used to gather intelligence on critical US infrastructure; ➂ The botnet operators attempted to launch a DDoS attack on the FBI but failed.
1. The chip industry faces significant challenges due to potential China restrictions and Trump's pressure on Taiwan. 2. US plans to further restrict sales of chip equipment to China, targeting mainly non-US companies like ASML and Tokyo Electron. 3. The potential loss of China market could severely impact US semiconductor equipment companies' profitability.
1. NVIDIA plans to release the GeForce RTX 5090D in January 2025, tailored for the Chinese market due to U.S. export restrictions on high-performance GPUs. 2. The RTX 5090D is expected to be a powerhouse for PC gaming but with limited AI capabilities. 3. There is speculation about a global launch of the GeForce RTX 50 Series in January 2025, including the RTX 5090 and RTX 5080.
1. China's automotive industry is the largest in the world by unit production and is expanding globally. 2. Chinese research in ADAS and autonomy is accelerating rapidly, driven by tariffs/embargos. 3. Active R&D includes AR HUD, driver monitoring systems, and ADAS testing. 4. Challenges include low enthusiasm for AI features, weak linkage between hardware and software teams, and regulatory concerns.
➀ China's AI data center expansion in 2023-2024 has led to significant underutilization of billions of dollars in infrastructure;
➁ Rushed projects resulted in poor planning and technical irrelevance;
➂ Market shift towards inference workloads has reduced demand for high-end GPUs, leading to a decrease in rental prices.
➀ Chinese chipmakers are gradually shifting production to domestically-made tools to support the local wafer fab equipment ecosystem and reduce reliance on foreign tools.
➁ SiCarrier Technologies, a Huawei-linked startup, has revealed a comprehensive catalog of wafer processing tools at Semicon China.
➂ SiCarrier is working on advanced process nodes and future advanced nodes, and has partnerships with Huawei for proprietary production flows.
➀ Power semiconductors, once a rising star with AI chips, are now facing challenges due to a slow EV market;
➁ Major players are reducing staff and delaying investments, with over 8,800 layoffs reported;
➂ The struggle is further compounded by the emerging competition from China.
➀ SEMI announced a 2% year-over-year growth forecast for front-end fab equipment spending in 2025, reaching $110 billion;
➁ This growth is driven by demand in HPC and memory sectors, as well as the increasing integration of AI;
➂ The Logic & Micro segment is expected to be a key driver of growth, with investments reaching $52 billion in 2025 and $59 billion in 2026.
➀ The telecom equipment industry experienced its biggest decline in 20 years with a 14% drop in total equipment revenue in 2024;
➁ The decline was driven by factors such as excess inventory, challenging macro environment, and difficult 5G comparisons;
➂ Despite the decline, Huawei and Ericsson saw improvements in their positions in the global market.
➀ The historical development of Japan's electronics industry from the Meiji Restoration to the present day, focusing on the rise and fall of key companies like Sony, Panasonic, and Toshiba.
➁ The impact of the internet and smartphones on the global supply chain and the decline of Japan's consumer electronics industry.
➂ The strategic transformation of Japanese electronics brands and new positions in the international division of labor.
➀ Intel appoints Lip-Bu Tan as its new CEO, raising concerns about potential layoffs and the future of Intel Foundry.
➁ China's chip smuggling continues with individuals and companies importing restricted AI servers, while Huawei is accused of tricking TSMC into manufacturing banned processors.
➂ AMD releases the Ryzen 9 9950X3D, dominating Intel's chips in gaming performance with its 3D V-Cache technology.
➀ Deepseek, a China-based AI company, is focusing on developing new models, R2 and V4, instead of seeking revenue like its Western competitors.
➁ The company is said to be funded by its founder, Liang Wenfeng, who is also the founder of a leading hedge fund in China.
➂ Deepseek's team of 160 employees is dedicated to the development of advanced AI technologies, with a focus on reaching Artificial General Intelligence (AGI).
➀ The power module packaging materials market is expected to reach nearly $6.1 billion by 2030, with a CAGR of nearly 11% between 2024 and 2030;
➁ Packaging materials costs accounted for approximately 32% of the total cost of power modules in 2024;
➂ The market is being reshaped with new entrants, M&As, and strategic shifts.
➀ The scarcity of NVIDIA's GeForce RTX 50 series GPUs has led to inflated prices on platforms like eBay.
➁ Smugglers in China are selling illegal GeForce RTX 5090 graphics cards at high prices to meet the demand for DeepSeek's R1 AI model.
➂ Despite US sanctions, the RTX 5090D variant is available in China, but it has lower AI performance.
➀ Huawei reportedly acquired two million Ascend 910 AI chips from TSMC last year through shell companies;
➁ TSMC manufactured large quantities of Huawei Ascend 910B chips for shell companies and shipped them to China;
➂ There are questions about the availability of HBM for integration with the chips;
➃ The report by CSIS suggests Huawei's stockpiling strategy;
➄ The Ascend 910B and Ascend 910C yields are low, with most parts shipped with disabled compute elements.