Recent #chip industry news in the semiconductor industry
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.
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.
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 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.
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.
➀ Signs indicate that there are only two years left for domestic chip design startups;
➁ Industry reshuffling starts with company layoffs, which is a prelude to restructuring;
➂ After two years, the market will be clearer for chip startups, and the peak of chip entrepreneurship will end.
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.
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.
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.
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'.