Hanwha Corporation announced on Wednesday that it will fully participate in the rights issue of its subsidiary Hanwha Aerospace, which plans to raise 3.6 trillion won, making it South Korea's largest rights issue to date. Hanwha Corporation holds a 33.95% stake in Aerospace.
Recent #Investment news in the semiconductor industry
➀ Ubisoft is reportedly planning a new business venture with multiple entities, including Tencent, to manage major IPs like Assassin's Creed, Rainbow Six, and FarCry.
➁ The new business is expected to be owned by multiple entities and is designed to manage Ubisoft's biggest IPs.
➂ The report suggests that if the business is successful, it could be worth more than Ubisoft itself.
➀ The headline numbers of the annual semiconductor market growth remain strong; ➁ A deeper dive into the details reveals a much bleaker picture with high inventory levels and low capacity utilization; ➂ The webinar will discuss the market outlook for 2025, the return of IC unit growth, and the implications of China's CapEx overspend.
➀ According to Liberty Times, citing Financial Times, major tech companies have significantly increased capital expenditures in recent years to acquire AI chips and build data centers. ➁ However, global investment in data centers has recently slowed, raising concerns about whether the AI boom might be losing steam. ➃ Qualcomm's Snapdragon 8 Elite 2 is set to use TSMC's N3P process, while Samsung reportedly lost orders.
➀ Semicon Japan exhibit high attendance but a muted tone due to concerns over spending; ➁ Rapidus, a Japanese government-backed semiconductor plan, is seen as a fantasy; ➂ Analysts are adjusting their 2025 WFE outlook due to slowing demand; ➃ Chip equipment companies are lobbying for China sales, raising questions about hypocrisy; ➄ Stock market instability and uncertainty about the new administration's semiconductor policies.
➀ FOUP cleaner ISTE is expanding into plasma-enhanced chemical vapor deposition (PECVD) equipment; ➁ Cho Chang-hyun, the CEO of the fab equipment manufacturer, announced this at the company's IPO conference; ➂ The PECVD equipment market is 30 times larger than that of FOUP.
➀ Texas Governor is reported to visit TSMC; ➁ Offering incentives to attract investment; ➂ TSMC is the focus of active collaboration efforts.
➀ NVIDIA has become the world's most valuable publicly traded company, surpassing Apple with a market cap of $3.43 trillion; ➁ NVIDIA's share price has surged 2,700% over a 5-year period, nearly tripling in 2024 alone; ➂ NVIDIA's growth is attributed to its dominance in AI hardware and its ability to capitalize on the early opportunity of AI.
➀ Saudi Arabia's Public Investment Fund (PIF) has reduced its stake in Nintendo's shares; ➁ The PIF's shareholding has dropped by a percentage point; ➂ The PIF now holds 7.54% of shares.
➀ Saudi Arabia may increase its stake in Nintendo; ➁ The PIF already owns 8.5% of Nintendo's shares; ➂ The PIF has been actively investing in various companies.
➀ South Korean companies are investing 65 trillion won ($48.9 billion USD) in AI development by 2027; ➁ The goal is to compete with global leaders in AI; ➂ A national AI computing center will be established to drive AI transformation across industries and society.
1. SK hynix board approves a 9.4 trillion won investment for the Yongin Semiconductor Cluster. 2. The cluster will house 4 state-of-the-art fabs and a cooperation complex with over 50 local companies. 3. The project aims to establish a global AI semiconductor production base by 2027.
1. Patrick Moorhead, CEO of Moor Insights & Strategy, dismisses the idea of AI market halting as fiction. 2. The AI FOMO (Fear Of Missing Out) drives continuous investment in AI infrastructure. 3. NVIDIA's AI GPUs and related technologies are in high demand, indicating a strong market momentum.
1. James Anderson, an early investor in Tesla and Amazon, predicts NVIDIA could be worth $50 trillion by 2034 due to AI dominance. 2. NVIDIA currently holds over 90% of the AI GPU market share. 3. Anderson believes NVIDIA's market cap could increase by 1500% in the next decade if AI hype continues.
1. SK hynix plans to invest $74.6 billion over the next 3 years to strengthen its memory business. 2. An additional $58 billion will be invested in AI and semiconductors by SK Group. 3. The investments aim to enhance competitiveness in the AI market, including HBM chips and AI data centers.
1. Silicon Catalyst Ventures has been launched to support semiconductor startups with an investment range of $10M to $20M in its first series. 2. The venture is led by experienced professionals like Dr. Shih-Wei Sun, former CEO of UMC, and focuses on early-stage entrepreneurial teams. 3. Initial investments have been made in companies like Applied Brain Research and Eridan Communications, sourced primarily from the Silicon Catalyst Incubator.
1. Intel has reportedly halted plans for a new $25 billion chipmaking plant in Israel.
2. Intel has not confirmed or denied the news but stated that it is 'adapting to changing timelines'.
3. The Israeli government had agreed to provide Intel with a $3.2 billion grant for the new plant, which was considered an important part of Intel's global supply chain strategy.
1. SK Materials Airplus announced a 700 billion won investment to construct facilities for producing gaseous nitrogen (GN2) and clean dry air (CDA). 2. These gases are crucial for chip manufacturing processes. 3. GN2 serves as a carrier gas in wafer deposition and prevents oxidation.