Recent #chip industry news in the semiconductor industry

4 months ago

➀ Texas Instruments announced layoffs after receiving a $1.61 billion chip subsidy;

➁ The layoffs are part of a reform measure to support long-term operational plans, including job cuts at a factory near Tampa Bay Highway;

➂ Texas Instruments did not disclose the number of employees laid off, but said the figure was below the WARN Act notification threshold;

➃ The company received $9 billion for its Texas business and $7 billion for its Utah business as part of the $16.1 billion funding from the U.S. Department of Commerce;

➄ Despite the layoffs, Texas Instruments maintains its plan to build a second factory in Utah, but market concerns persist over the weakness of the analog chip market;

➅ Texas Instruments' fourth-quarter revenue was $4.01 billion, down about 2% year-on-year, and net profit was $1.205 billion, down 12% year-on-year;

➆ The company's embedded processing business revenue declined 18% year-on-year to $613 million, while other departments' revenue increased 7.3% year-on-year to $220 million.

LayoffsTexas Instrumentschip industry
4 months ago

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.

ChinaElectronics IndustryHistoryJapanchip industry
4 months ago

➀ The legendary futures trader Guo Yanchao enters the chip industry, investing in Beijing Chenzhi Semiconductor Technology Co., Ltd., and stirring up the chip market.

➁ The shift to centralized architecture in automotive electronics is challenging the current landscape, with domestic players struggling to replace imported central domain controller chips.

➂ Chenzhi Semiconductor, with its high-level ASIL-D automotive chips and experienced team, aims to compete with international giants and become a key player in the domestic substitution of chips.

chip industrydomestic substitutioninvestment
5 months ago

➀ Deepseek's popularity has surged since the Spring Festival, sparking excitement in the secondary market for edge AI, boosting the stock prices of related listed companies, including chipmaker Rockchip.

➁ Rockchip's stock price has surged to 199.9 yuan per share, with a gain of nearly 100% since January 6th and a 400% increase from its low point on February 5, 2024.

➂ Founder Li Min's wealth has increased to 10 billion yuan, with an indirect holding of 423361% in Rockchip valued at about 32.9 billion yuan.

chip industryentrepreneurship
7 months ago
➀ The U.S. Senate's Permanent Subcommittee on Investigations finds the Department of Commerce's efforts to enforce bans and sanctions against Russia and China inadequate due to underfunding. ➁ The investigation reveals the Bureau of Industry and Security (BIS) lacks resources to effectively enforce export controls and must rely on voluntary compliance from chipmakers. ➂ Despite sanctions, high-tech American chips are still found in Russian drones and missiles, and sanctioned firms create new entities to import American tech.
Export ControlsSanctionschip industrynational securitysemiconductor
8 months ago

➀ Youa Group plans to acquire 82.37% of Shangyangtong, a power device chip company, through issuing shares and paying cash.

➁ Shangyangtong, founded in 2014, is headquartered in Shenzhen, focusing on the research and design of high-end semiconductor power device chips.

➂ Shangyangtong's revenue increased by 209% and 88% in the past two years, with a net profit of 140 million yuan in 2022 after turning a loss in 2020.

chip industry
8 months ago

➀ The 2024 High-End Chip Industry Innovation and Development Conference was held in Wuhan, where the High-End Chip Industry Innovation and Development Alliance was established.

➁ The alliance consists of over 30 units including Wuhan Institute of Industry Innovation and Development, Wuhan Xinxi, and China Information and Communications Technology, covering the upstream and downstream of the chip industry.

➂ The alliance aims to promote the innovative development of the high-end chip industry, and a cooperation agreement was signed by 8 units to accelerate the development of the industry.

chip industryinnovation
8 months ago

➀ The European Union is planning to expand its computer chip industry support, including 'basic and traditional' semiconductors due to the region's strengths in these areas.

➁ The European Commission is discussing potential follow-up actions to the 'European Chips Act' introduced in April 2023, a €43 billion subsidy program aiming to increase Europe's share of the global chip market to 20% by 2030.

➂ The new European Commission will focus on emerging technologies such as quantum computing and is expected to use broader policy tools to promote the development of the chip industry.

chip industry
9 months ago

➀ Chip start-ups in China have been facing a series of deep reflections over the past six years.

➁ The opportunities in the chip industry are cyclical and have an element of chance.

➂ The Chinese chip market may not be able to accommodate many domestic chip companies, and the industry is heading towards polarization.

➃ The two possible outcomes for domestic chip start-ups are listing or acquisition.

➄ The era of 'survival of the fittest' has passed in the Chinese chip industry, and only the 'winner takes all'.

Financingchip industrymarket analysis
9 months ago
➀ Christophe Fouquet, ASML's president and CEO, discusses the company's commitment to sustainability and the importance of chip production in Asia despite Western efforts to build up production in their own countries. ➁ Fouquet emphasizes the need for Europe and the U.S. to address 'costs and flexibility' to have a global impact. ➂ The article highlights ASML's role in the chip industry and its recent expansion into Europe with Taiwan Semiconductor Manufacturing Co.'s new plant.
ASMLEuropechip industrysustainability
10 months ago
➀ Xinpuxiao Technology, a射频 frontend chip company, has completed nearly 100 million yuan in A++ round of financing; ➁ The company is dedicated to developing射频 frontend chips and has a team with rich experience in the field; ➂ The company's main products are 4/5G PA modules, which can be applied in various fields such as mobile phones, IoT modules, and smart terminals; ➃ The company has received support from multiple VC/PE firms and has made significant progress in the射频 frontend chip market.
Financingchip industry
10 months ago
➀ The decline of China's unicorns and its impact on US-China investors; ➁ Malcolm Penn's analysis on the uncertain state of the chip industry; ➂ The application of electrostatic-hydraulic actuators in robotics and their potential benefits for robot legs; ➃ Ofcom's preliminary view on licensing Project Kuiper for delivering broadband connectivity and mobile telephony to UK residents.
China's unicornsFuture Horizonsactuatorchip industryroboticssatellite broadband
10 months ago
➀ Angene Microelectronics, a射频芯片 manufacturer, has filed for IPO and is seeking to list on the Shenzhen and Shanghai A-share markets; ➁ This is not the first time Angene Microelectronics has attempted to go public, having previously signed a辅导协议 with Citic Securities but later withdrawn due to regulatory tightening; ➂ The company has received funding from well-known institutions such as Huawei's Habub Investment and Xiaomi's长江产业基金, and has a strong management commitment to going public for financing purposes.
Angene MicroelectronicsIPOchip industry
10 months ago
➀ Ed believes he is a suitable candidate for the 'Chips Envoy' position proposed by the European Semiconductor Industry Association; ➁ He has extensive experience in the chip industry and has held various positions; ➂ Ed outlines his plans for the allocation of funds raised by the EU Chips Acts, emphasizing support for Europe's large chip companies and research institutions.
Chips EnvoyEU Chips ActsEd The Serial CEOEuropean Semiconductor Industry Associationchip industrypublic fundingresearch institutionsstartupsuniversities
11 months ago
➀ DiXian, a domestic GPGPU manufacturer, announced a 'hibernation status' and terminated contracts for all 400 employees, due to financial issues and market challenges. ➁ The company, led by strategic scientist Tang Zhimin, had previously achieved success in CPU projects but faced difficulties in GPU commercialization. ➂ The collapse of DiXian reflects broader issues in the domestic chip industry, including weak core technology, market competition, and financing difficulties.
FinanceGPGPUchip industry
11 months ago
➀ Rapidus, a Japanese chip manufacturer, plans to build a 2nm chip production line in Japan with an investment of $35 billion, aiming for mass production by 2027. However, this is considered unrealistic due to insufficient funding and lack of technological foundation. ➁ Intel faces instability issues with its 13th and 14th generation processors, leading to user dissatisfaction and a 15% workforce reduction. ➂ TSMC's plans to start production in the US have been delayed to 2025, highlighting challenges in the US's manufacturing reshoring efforts.
Manufacturing Reshoringchip industrytechnology
11 months ago
➀ The 2023 Top 10 Most Searched Chips include MCU, storage, power IC, interface IC, and communication chips, dominated by international brands like STMicroelectronics and NXP. ➁ In the first half of 2024, power management chips continue to lead in search rankings, with UC3842, LM358, and TL431 among the top. ➂ Power management chips have seen a significant rebound in 2024, with market demand gradually recovering and leading companies like Texas Instruments and Analog Devices reporting positive signals. ➃ MCU market is transitioning from a de-stocking cycle to a demand cycle, with prices showing signs of recovery. ➄ Storage chips have also seen a significant turnaround, driven by the surge in demand for AI and the recovery of the consumer electronics market, with major players like SK Hynix and Samsung reporting strong financial results.
Market Trendschip industrysemiconductor
about 1 year ago
1. The EU faces challenges in protecting its major chip-makers from a surge of Chinese legacy chip imports; 2. The EU has initiated a targeted consultation with the European electronics industry to understand the use of legacy chips; 3. The Big Three European chip-makers' strategy of focusing on legacy processes leaves them vulnerable to Chinese competition.
ChinaEUchip industry