Recent #chip industry news in the semiconductor industry

2 months ago
1. The global semiconductor shortage stems from supply chain disruptions, surging demand for electronics, and geopolitical tensions; 2. Key industries like automotive and consumer electronics face production delays and increased costs; 3. Long-term solutions include diversifying production hubs and investing in next-gen chip technologies.
Supply Chainchip industry
5 months ago

➀ The Korean government announced a $23.25 billion support package for its semiconductor industry, an increase from last year's announced 26 trillion won package.

➁ The increased support is a response to competition from China, uncertainties in US policy, and rising costs for chip companies.

➂ The government has also raised the financial assistance program for the chip industry to 20 trillion won, up from the previous 17 trillion won.

ChinaGovernment SupportKoreachip industrysemiconductor
5 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
6 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
6 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
7 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
9 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
9 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
9 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
10 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
11 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
11 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
11 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
12 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
12 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
12 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