➀ Solanus Microelectronics has decided to extend the scheduled operational status dates of its 'Annual Production of 360,000 12-inch Wafer Chips' and 'Automotive Semiconductor Packaging (Phase I)' projects to December 2026.

➁ The decision to delay is due to the large scale of the projects, high capital requirements, and market competition.

➂ The company has raised approximately 4.913 billion yuan through the issuance of shares to specific objects, which will be stored in a special account.

➀ STMicroelectronics, a major European semiconductor company, has announced that it will have its 40nm microcontroller units (MCUs) produced by Hua Hong in China.

➁ The primary reason for this decision is the vast Chinese market, with Jean-Marc Chery, CEO of STMicroelectronics, stating that China is the largest and most innovative electric vehicle market.

➂ Despite China's advanced process limitations, the country has made progress in the semiconductor industry, with three Chinese companies ranking among the top ten global chip foundries.

➀ Africa's vast deserts and riverbeds, once seen as harmless, are actually a source of silicon, the backbone of the digital world.

➁ Despite rich natural resources and growing technical labor, Africa is largely excluded from the global semiconductor supply chain.

➂ The continent's abundant resources of cobalt, tantalum, tungsten, and other key minerals are crucial for chip production, giving it a unique advantage.

➀ The Trump administration's previous policies towards the domestic semiconductor industry, particularly the use of the Entity List to restrict exports of advanced technology to Chinese companies;

➁ The significant impact of the Entity List on Chinese and global semiconductor industries, leading to an acceleration in the domestic push for semiconductor self-sufficiency;

➂ The potential for the Trump administration to further restrict access to advanced technology for Chinese companies, while also boosting domestic efforts to develop a more self-reliant semiconductor industry chain;

➃ The Trump administration's stance towards Taiwan, which is a major semiconductor manufacturing hub, and its potential impact on global semiconductor supply chains;

➄ The potential long-term effects of Trump's policies on the innovation and optimization of the domestic semiconductor industry chain, emphasizing the need for increased R&D investment and technological breakthroughs.

➀ The global MCU market reached a high of $28.2 billion in 2022 and is expected to grow at a CAGR of 8.6% from 2023 to 2033, reaching $70.6 billion by 2033.

➁ There are several types of domestic MCU manufacturers, including listed companies, long-standing players, emerging enterprises led by former overseas MCU team executives, and MCU departments of large terminal application manufacturers.

➂ 3PEAK's dissolution of its MCU team was a result of a difficult decision made by the company's management team, considering investment and current market conditions.

➃ Domestic MCU companies need to focus on market research, customer relationship building, and product innovation to compete in the global market.

➀ The US semiconductor industry's leadership is attributed to the establishment of Semate 34 years ago.

➁ The invention of the integrated circuit technology by Robert Noyce in 1959 marked the birth of the chip industry.

➂ Sematech, led by Charlie Sporck, was formed to rebuild the international competitiveness of the US semiconductor industry.

➃ The partnership between industry, government, and academia in Sematech led to the development of high-quality chips at lower costs.

➄ Sematech's success involved government subsidies, targeted short-term technology development, and effective management.

➅ The US semiconductor industry's full recovery of international competitiveness was achieved by 1995.

➀ Sanke Electric announced the closure of its滋贺工厂 due to damage from the 2024 January earthquake in Noto Peninsula;

➁ The closure is because the factory facilities are difficult to use after the earthquake;

➂ The production of the滋贺工厂 will be transferred to other Sanke Electric factories and overseas production bases by the end of April 2026.

➀ TSMC has released 2025 foundry quotes to reduce the impact of high operating costs and 2nm deployment costs;

➁ The price increase for 5nm, 4nm, and 3nm process technology is higher than previously expected, with a maximum increase of 10%;

➂ The price increase for 2nm is even higher than expected, possibly exceeding $30,000;

➃ TSMC's advanced process prices are rising, indicating increasing development costs;

➄ The cost of developing advanced process technology has seen exponential growth;

➅ The development of advanced process technology is a long and resource-intensive process, often requiring 7 to 10 years.

➀ India's semiconductor industry has made significant progress under the government's $76 billion incentive fund for the India Semiconductor Mission (ISM) launched in December 2021.

➁ The first phase of ISM has approved five semiconductor projects, including four chip packaging factories and one chip manufacturing factory, to be operational between 2025 and 2027.

➂ Experts are urging the next phase of ISM to focus on partnerships with global semiconductor leaders, expanding the ecosystem for raw materials like chemicals and gases, and increasing efforts to train skilled talent for the growing industry.

➀ TSMC is the leading player in the semiconductor industry.

➁ Advanced packaging is becoming a key technology path for chip performance improvement.

➂ TSMC is expected to become the largest packaging service provider with the rapid adoption of Chiplet architecture.

➃ TSMC has invested heavily in advanced packaging technology, with capacity set to grow significantly.

➄ TSMC's CoWoS, InFO, and SoIC technologies are driving the company's leadership in advanced packaging.

➅ TSMC is expanding its capacity to meet the increasing demand for advanced packaging.

➆ TSMC is also investing in optical packaging technology to meet the growing bandwidth needs.

➀ Kioxia, a major Japanese NAND Flash manufacturer, has postponed its IPO plan due to investor demands for lower valuation.

➁ Kioxia's parent company, Bain Capital, aimed to use the IPO to recoup investments and inject new capital into the company.

➂ The company's market value has dropped significantly from its peak of $30 billion to around $5 billion in just three years.

➀ The six core members of TSMC's R&D department were awarded for their achievements in the '0.13 micron copper process' war in 2003;

➁ TSMC's power struggle and the rise and fall of key figures like Liang孟松;

➂ TSMC's talent cultivation system and the internal power structure of the company;

➃ TSMC's influence on Taiwan's economy and its unique 'Zheng Huangqi' recruitment model;

➄ The challenges and opportunities facing TSMC in the global semiconductor industry.

➀ Rockchip announced a price increase for some chip products starting from October 15, 2024, with a uniform increase of $0.8 (about 5.7 yuan);

➁ The reason for the price increase is due to the rising costs of raw materials and supplier prices, leading to a sharp increase in the cost of the RV1109, RV1126, and RV1126K product lines;

➂ Rockchip is a leading IoT and AIoT processor chip company, focusing on integrated circuit design and development.

➀ Investors are realizing the upcycle isn't as strong as stocks indicate.

➁ Industry bifurcation between AI and the rest of the industry continues.

➂ China's spending risk/overhang is now impacting the market.

➃ ASML's order decline indicates a more gradual recovery in the semiconductor industry.

➄ The AI sector remains strong while the majority of the chip industry is weak.

➅ Many investors mistakenly take AI's success as an indicator of the entire chip market.

➆ The chip industry is bifurcating into AI and non-AI sectors.

➇ China's spending is unsustainable and could lead to sanctions.

➈ The chip equipment industry is likely to follow ASML's downward trend.

➉ Investors should be more selective in chip stock investments.

➀ The rise of AI is bringing a disruptive transformation to the semiconductor industry, particularly in electronic design automation (EDA) and the entire semiconductor industry.

➁ The increasing demand for smaller, more efficient, and faster technologies in the semiconductor industry is driving the rapid innovation of IC process and packaging technology, leading to an exponential increase in chip design complexity.

➂ AI is gradually penetrating into all aspects of EDA and the semiconductor industry, improving development efficiency and accuracy, and showing great potential in production process automation and quality control.

➀ Anlu Technology announced that the Industrial Fund reduced its stake by approximately 1% from October 8 to 11, 2024;

➁ The reduction will not affect the company's controlling shareholders or actual controllers, nor will it have a significant impact on the company's governance and operations;

➂ Anlu Technology is a leading integrated circuit design company in China, focusing on the research and development of general-purpose programmable logic chips and system solutions;

➃ The company's revenue and net profit showed a decline in the first half of 2024, raising concerns about its future prospects;

➄ Xie Wenlu, the new chairman of Anlu Technology, has a strong background in integrated circuit design.

➀ The Chairman and Vice Chairman of Unigroup Guowei Microelectronics, Ma Daojie and Xie Wengang, have resigned from their positions.

➁ Ma Daojie will continue as a director of the company after resigning from the position of Chairman and Committee Member of Nomination.

➂ Xie Wengang will continue as a director and President of the company after resigning from the position of Vice Chairman.

➃ Chen Jie has been elected as the new Chairman of the company.

➄ Ma Daojie has been elected as the new Vice Chairman of the company.