➀ The global demand for solar PV installations is on the rise due to the momentum of dual carbon targets; ➁ The report highlights the shipment rankings of global PV encapsulation film in the first half of 2024, with Sveck and Betterial leading the top three; ➂ The analysis emphasizes the growing demand for encapsulation films in the solar PV industry.
Recent #Global Market news in the semiconductor industry
➀ Trident Techlabs, an Indian semiconductor company, is acquiring 60% of Sivaltech Group. Sivaltech specializes in semiconductor design and related technologies. The acquisition aims to strengthen Techlabs' presence in the semiconductor services market and support local design and manufacturing in India. ➁ Both companies will focus on semiconductor design services, packaging solutions, testing and verification, process optimization, and end-to-end design services. ➂ The deal is expected to broaden the customer base globally and develop a talent pool in semiconductor technology.
➀ TrendForce's latest report indicates a record high for the global top 10 foundry revenue in 3Q24; ➁ Despite the overall economic situation not improving significantly, new smartphone and PC/notebook launches, along with strong demand for AI server-related HPC, contributed to the revenue growth; ➂ The report highlights the impact of advanced processes and Chinese policies on the global market.
➀ Chips&Media has partnered with AnySilicon to expand its global market reach for video and image processing IPs; ➁ The collaboration will provide marketing exposure to Chips&Media, showcasing their comprehensive range of video codec and image-specific NPU IPs; ➂ AnySilicon's marketing services will assist Chips&Media in reaching a broader audience.
➀ China tightens export controls on rare earth metals for chipmaking; ➁ Exporters must detail the use of restricted materials; ➂ China's near-monopoly on rare earths creates hurdles for foreign tech companies.
➀ Over the past few years, major companies have been investing in 8-inch SiC production lines, with 14 new factories being planned globally.
➁ STMicroelectronics is constructing a new 8-inch SiC plant in Italy and a joint venture in China, with production expected in 2026.
➂ Wolfspeed has the world's first and largest 8-inch SiC plant, with plans for a new factory in Germany.
➀ Global semiconductor sales reached $53.1 billion in August 2024, a 20.6% increase year-on-year; ➁ China's integrated circuit exports surged by 24.8% in the first eight months of 2024; ➂ The global semiconductor industry is recovering from a downturn, driven by AI applications and the trend of vehicle intelligence and electrification.
➀ The spending on 300mm fab equipment is projected to grow by 4% to $99.3 billion in 2024 and further increase by 24% to $123.2 billion in 2025. ➁ China is expected to remain the top spender on 300mm equipment until 2027, investing over $100 billion. ➂ Foundry equipment spending is expected to reach about $230 billion between 2025 and 2027, driven by investments in sub-3nm nodes.
➀ The 2024 SIA FACT BOOK highlights the importance of the U.S. semiconductor industry for economic strength, national security, and global competitiveness. ➁ SIA recommends policy actions including investing in semiconductor leadership, enhancing the tech workforce, promoting free trade, and collaborating with allied economies. ➂ The industry has shown significant growth, with global sales expected to reach $5,884 billion in 2024 and $6,547 billion in 2025.