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.

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.

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.

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.