Recent #semiconductor industry news in the semiconductor industry

about 1 year ago

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.

TSMCTalent Cultivationsemiconductor industry
about 1 year ago

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.

Rockchipsemiconductor industry
about 1 year ago

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.

AIASMLChinasemiconductor industry
about 1 year ago

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.

AIEDAinnovationsemiconductor industry
about 1 year ago

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.

semiconductor industry
about 1 year ago

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.

Board of Directorssemiconductor industry
about 1 year ago

➀ SBI President criticizes FOXSEM Chairman for dishonesty over the cancellation of their joint venture in Japan;

➁ The joint venture was to build a 12-inch wafer fabrication plant in Japan, with government subsidies and industry resources involved;

➂ FOXSEM cited risks as the reason for terminating the agreement, but SBI President argues that this is untrustworthy and in violation of previous commitments.

Joint Venturesemiconductor industry
about 1 year ago

➀ Ma Daojie and Xie Wengang resigned as Chairman and Vice Chairman of Unigroup Weigao Microelectronics due to work adjustments, but still retain their director positions;

➁ Chen Jie, the joint president of the new Unigroup, was elected as the new Chairman of Unigroup Weigao Microelectronics;

➂ Ma Daojie was appointed as the Deputy Chairman;

➃ Chen Jie has a rich academic and industry background, and has been serving as a director of Unigroup Weigao Microelectronics since August 2023;

➄ Ma Daojie has extensive industry background and management experience, and has made significant contributions to the company during his tenure at Unigroup Weigao Microelectronics.

semiconductor industry
about 1 year ago
➀ The development of the semiconductor industry is a history of miniaturization, integration, and intelligence, with EDA tools playing a crucial role in each technological leap;➁ Siemens EDA, as the first EDA company to enter China, has grown steadily for 35 years, supporting the rapid development of China's semiconductor industry; ➂ Siemens EDA offers a comprehensive solution for chip design, verification, manufacturing, and packaging, with key features such as AI-driven tools and hardware-assisted verification platforms; ➃ Siemens EDA is committed to building an open and secure AI ecosystem, focusing on developing highly customizable and scalable AI tools; ➄ Siemens EDA is driving the development of intelligent vehicles by providing EDA tools and digital twin technology, addressing challenges in system expansion, functional safety, and reliability.
EDASiemens EDAsemiconductor industry
about 1 year ago
➀ The SEMiBAY Bay Area Semiconductor Industry Ecosystem Expo is scheduled to take place from October 16th to 18th at the Shenzhen Convention and Exhibition Center (Futian), covering 40,000m2 of exhibition space with over 400 leading exhibitors and 30,000+ professional visitors. The event will feature over 20 technical forums, with more than 10 free to the public, covering key industry topics such as integrated circuit materials, core components, semiconductor industry investment, intelligent connected vehicles, HBM and memory technology, sensor technology, AI chips and high-performance computing, edge computing, EDA/IP and IC design, display chips, and laser and optoelectronic chips. ➁ The opening ceremony and summit forum will bring together government leaders, industry representatives, international corporate representatives, Taiwan semiconductor company representatives, technical experts, and corporate elites to discuss the future of the semiconductor industry. ➂ A series of activities will be held, including the opening ceremony, signing ceremony for the ecological construction advocacy letter, and new product launch. Additional forums include the Semiconductor Industry Investment Strategic Development Forum, China Integrated Circuit Academy Forum, AI Chip and High-Performance Computing (HPC) Application Forum, Semiconductor Laser and Optoelectronic Chip Technology Forum, Semiconductor and Sensor Technology Development Forum, EDA/IP and IC Design Forum, Semiconductor Core Component Innovation and Development Forum, HBM and Memory Technology and Application Forum, Edge Computing Chip Technology Innovation and Development Forum, Intelligent Connected Vehicle Innovation and Development Forum, Integrated Circuit Material Industry Development Summit, and 2024 Shenzhen Display Chip Ecosystem Forum.
semiconductor industry
about 1 year ago
➀ The semiconductor industry is fundamentally cyclical, with growth being just a phase; ➁ Despite optimism, semiconductor investments have been excessive, leading to inefficiencies and overcapacity; ➂ The industry is plagued by low-efficiency and internal competition, leading to declining margins; ➃ A more mature and rational semiconductor industry is needed to overcome current challenges.
semiconductor industry
about 1 year ago
➀ The semiconductor industry in China showed a mixed performance in the first half of 2024, with some companies achieving high growth and others facing significant losses. The industry was affected by macroeconomic conditions, global trade, and demand fluctuations. ➁ 40 out of 50 design companies listed on the Science and Technology Innovation Board achieved revenue growth, and 40 of them turned a profit. The highest growth rate was seen in Yingji芯. ➂ In the Shenzhen Stock Exchange, 34 semiconductor companies reported a profit, with Unigroup Fuzhou achieving the highest profit growth. The market is slowly recovering, with the AI boom driving demand for logic and high-end storage products.
market performancesemiconductor industry
about 1 year ago
➀ Jifengshan Laboratory has achieved a breakthrough in silicon photonics integration by successfully lighting up laser sources within silicon-based chips for the first time in China; ➁ The technology is essential for overcoming the challenges of Moore's Law and meeting the growing demand for chip computing power; ➂ The lab, dedicated to compound semiconductor research has collaborated with over 30 semiconductor companies and has trained more than 30,000 professionals in the field; ➃ Key partnerships include Shanghai Bangxin Semiconductor Technology Co., Ltd., Wuhan Yitiannuo Technology Co., Ltd., and Huaqiao Technology, which have contributed to the development of advanced semiconductor equipment and technologies.
CollaborationSilicon Photonicssemiconductor industry
about 1 year ago
➀ Economic Minister Rafizi Ramli stresses the importance of diversifying Malaysia's semiconductor industry; ➁ He aims to attract 15 foreign companies to settle in the IC design park in Putrajaya; ➂ The goal is to provide 20,000 high-skilled professional jobs, with 7 companies already established and creating around 600 jobs in front-end chip design.
Malaysiasemiconductor industry
about 1 year ago
➀ Over $52 billion in subsidies have been distributed to companies such as Intel, TSMC, Samsung, Micron, GlobalFoundries, and others; ➁ Intel received the largest share, totaling $15.82 billion for its U.S. projects; ➂ TSMC received $6.6 billion for its Arizona factory expansion; ➃ Samsung received $6.4 billion for its Texas factory expansion and advanced technology transfer.
Chips Actsemiconductor industry
about 1 year ago
➀ The Commerce Department has launched the National Semiconductor Technology Center’s Workforce Center of Excellence (WCoE) to support workforce creation for America’s semiconductor industry. ➁ The WCoE aims to facilitate collaboration between government, private companies, and nonprofits to strengthen recruitment and training for new workers in the domestic semiconductor sector. ➂ Commerce Secretary Gina Raimondo emphasizes the importance of a strong, diverse, and empowered workforce for national competitiveness, with the WCoE playing a crucial role in this effort.
semiconductor industryworkforce development
about 1 year ago
➀ The evolution of SoC technology from military applications to widespread use in various industries; ➁ The integration of multiple functions into a single chip, enhancing portability, power efficiency, and performance; ➂ The importance of miniaturization, wearable technology, and autonomous systems in SoC design; ➃ The role of SoC in enabling edge computing, AI integration, and advanced security features; ➄ The future of SoC with advancements in nanotechnology and breakthroughs like quantum components; ➅ Challenges in SoC design such as complexity, power management, and security; ➆ The impact of EUV technology on semiconductor manufacturing and the use of carbon nanotubes.
Edge Computingsemiconductor industry
about 1 year ago
➀ Wuxi is known as the 'Huang埔 Military Academy' of China's integrated circuit industry, with a significant influence and nurturing power in the field. It has produced a large number of talents for the Chinese semiconductor industry. ➁ Wuxi's 742 Factory played a crucial role in China's integrated circuit development, introducing advanced technology from Japan and becoming a 'King of Chips'. ➂ The construction of Wuxi Microelectronics Engineering marked a turning point in China's microelectronics industry, demonstrating the city's dedication and ingenuity. ➃ Wuxi has established a complete industry chain with over 400 integrated circuit enterprises, making it one of the cities with the most complete integrated circuit industry chain in China.
Microelectronicssemiconductor industry
about 1 year ago
➀ OpenAI CEO Sam Altman proposes a $7 trillion plan to build 36 semiconductor factories and data centers; ➁ TSMC executives call the plan 'absurd' and nickname Altman 'podcasting bro'; ➂ OpenAI is exploring a $1 trillion scale investment; ➃ Altman seeks to establish data centers in the US to please the government; ➄ OpenAI is in talks to negotiate $65 billion in financing to support its operations.
OpenAITSMCsemiconductor industry