➀ The US chip act has allocated over 300 billion US dollars in funding and provided 258 billion US dollars in loans to 23 companies; ➁ The article criticizes the high cost and delays in the construction of new chip factories in the US; ➂ The US faces a shortage of talent in the semiconductor industry, with a significant gap between supply and demand; ➃ Trade wars have weakened the efficiency of US chip companies and reduced their competitiveness.

➀ Aart de Geus, Synopsys' founder and chairperson, receives the SIA 2024 Robert N. Noyce Award for his pioneering contributions to the EDA technology over the past four decades; ➁ Synopsys has grown from an EDA tool provider to a global leader in EDA/IP, offering a comprehensive range of solutions; ➂ The company emphasizes innovation, with Synopsys.ai and digital twin technology, and a vast IP portfolio to support cutting-edge technologies like AI and smart manufacturing; ➃ Synopsys has been investing in China for nearly 30 years, collaborating closely with local industry and providing advanced design methodologies; ➄ The company continues to drive technological innovation and talent development, aiming to foster the next generation of 'chip' innovators.

➀ Semiconductor industry leader Wang Hui criticizes low-price competition and illegal device refurbishment, emphasizing the importance of innovation; ➁ Wang highlights the challenges of low-price competition in semiconductor development, including the inability to support continuous R&D and harm to chip manufacturers; ➂ Wang advocates for respecting intellectual property rights and encourages innovative solutions for China's semiconductor industry; ➃ Wang shares the history of semiconductor development and emphasizes the need for differentiated innovation in core technologies; ➄ Wang discusses China's position in the global semiconductor market and the importance of original innovation; ➅ Wang introduces the company's core technologies and products, including SAPS megasonic cleaning technology and Ultra C Tahoe; ➆ Wang discusses the company's future plans for international expansion and growth.

➀ Intel's decision to outsource chip manufacturing and the delay in its 7nm CPU technology are discussed; ➁ The reasons behind Intel's stagnation in 14nm process technology are analyzed, including the obsession with transistor density and the pursuit of GAA FET manufacturing processes; ➂ The challenges faced by Intel's design department, including excessive ambition and rigid thinking, are highlighted; ➃ The impact of TSMC's involvement and the internal issues within Intel are explored; ➄ The history of Intel's chip manufacturing process is reviewed, highlighting key milestones and setbacks; ➅ The role of the Technology Manufacturing Group (TMG) in Intel's history and its recent restructuring is discussed; ➆ Intel's struggle with the Tick-Tock model and its impact on product development is analyzed; ➇ The internal conflicts and management issues within Intel are examined; ➈ The future prospects for Intel and its potential strategies for recovery are considered.

➀ Samsung, Foxconn, Amkor, and Goertek received approval to expand production in Vietnam, with Samsung investing $1.8 billion in a display screen and electronic component project.➁ The decision comes amidst labor strikes and production challenges in Samsung's Indian factory.➂ India is also seeing a surge in semiconductor investments, with plans for new fabs and partnerships with global companies.

➀ Sehat Sutardja, the founder of Marvell and the pioneer of Chiplet concept, passed away at the age of 63 due to sudden illness; ➁ Sutardja and his wife Weili Dai were known as the 'Swordsman and Dragoness' of the chip industry; ➂ Sutardja's contribution to the semiconductor industry, including the Marvell MoChi module chip technology in 2015, laid the foundation for the Chiplet concept; ➃ The Chiplet concept involves integrating different types of chips, dividing SoC into smaller chips, and integrating them using advanced packaging technology; ➄ The Chiplet concept is considered a new solution to address the challenges of Moore's Law and advanced process technology.

➀ Sehat Sutardja, co-founder of Marvell, passes away at the age of 63; ➁ Sutardja was a pioneer in the semiconductor industry and co-founded Marvell Technology with his wife Weili Dai; ➂ He served as CEO of Marvell and was also a board member of Alphawave Semi, where he joined in 2019.

➀ The article discusses the current situation in the semiconductor industry, including the challenges faced by employees in design houses and fabs. ➁ It mentions the cyclic nature of the semiconductor industry, with a focus on the growth and decline of the industry over time. ➂ The author analyzes the potential risks and rewards of switching to the semiconductor industry, considering factors such as job security, salary, and career progression.

➀ The 2024 Synopsys Developer Conference was successfully held in Shanghai, bringing together global technology leaders and chip developers to discuss how to accelerate innovation from chips to broader technology fields, and create a future of intelligent everything. ➁ Mr. Ge Qun, Senior Vice President of Synopsys Global and Chairman and President of Synopsys China, emphasized the importance of collaboration and innovation, highlighting Synopsys' commitment to advancing technology and empowering the chip industry. ➂ Mr. Sassine Ghazi, President and CEO of Synopsys, emphasized the rapid development of cutting-edge technologies and the challenges faced by the semiconductor industry, while outlining Synopsys' solutions to address these challenges and drive innovation.

➀ The Chinese securities industry is entering a new round of integration and merger wave; ➁ The integration of securities firms is affecting the semiconductor industry; ➂ The Chinese semiconductor industry has made significant progress but still faces challenges; ➃ The author argues for the integration and reorganization of the semiconductor industry; ➄ The article discusses the new national system for the development of the semiconductor industry.

➀ The Maharashtra government has approved a Rs 83,947 crore semiconductor manufacturing project in Panvel, Raigad district, marking a significant step in India's efforts to become a global semiconductor hub. ➁ The project is a joint venture between Israel's Tower Semiconductor and India's Adani Group. ➂ It is expected to be India's second chip manufacturing facility and the sixth plant involved in silicon chip production or testing across the country.

➀ The criteria for a chip company to be considered a major factory include having over 1000 employees and being involved in key industries such as internet, drones, and automotive. ➁ A list of major chip companies is provided, including internet/ drone companies like Alibaba's Tmall Genie Technology, Baidu's KEG Lab Chip, and DJI's chip department, as well as car companies like Ideal, Xpeng, and NIO. ➂ Foreign companies such as Intel, Qualcomm, NVIDIA, Broadcom, Texas Instruments, Micron, ON Semiconductor, STMicroelectronics, NXP Semiconductors, and AMD are also listed as major chip manufacturers.

➀ The x86 architecture faces new challenges from Arm; ➁ SK Hynix is chasing after Samsung in the storage market; ➂ Taiwan's semiconductor industry is seeing its dominance in semiconductor manufacturing and packaging decline; ➃ The semiconductor industry is characterized by constant changes and innovation.

➀ TSMC's presence in Taiwan's semiconductor industry is a key indicator of the real estate market's performance; ➁ Over the past five years, the ten places with the largest real estate price increases in Taiwan are all related to TSMC; ➂ Seven of them are near the Hsinchu Science Park, Southern Taiwan Science Park, and Central Taiwan Science Park; ➃ The price of houses in Zhubei City, Hsinchu County, which has a TSMC wafer factory, has increased by 118% in five years, propelling the city from a 'third-tier' to a 'new first-tier' city; ➄ The real estate prices in Taipei and New Taipei have lagged far behind, much lower than the island's average; ➅ TSMC's stock price has increased by over 500% since 2019, with a market value close to 90 billion USD, nearly equal to the combined market value of Tencent, Alibaba, Meituan, NetEase, JD.com, and Baidu; ➆ TSMC's revenue last year was 69 billion USD, almost 10% of Taiwan's GDP; ➇ Bloomberg predicts that with the introduction of a large number of EUV photolithography machines, TSMC's electricity consumption will reach 12.5% of Taiwan's total by 2025.

➀ Wolfspeed, formerly Cree, has seen its market cap plummet from $12 billion to $1.7 billion, facing significant financial losses and operational challenges. ➁ The company's pivot from LED to compound semiconductor applications has been met with fierce competition from Chinese manufacturers, who have driven down prices and eroded profits. ➂ The transition to 8-inch silicon carbide wafers, a strategic move by Wolfspeed, faces technological and cost hurdles, with the 6-inch vs. 8-inch debate still unresolved in the industry.

➀ HBM4 is set to double the channel width of HBM3E, significantly enhancing data transfer speeds and performance. ➁ SK Hynix and Samsung are in a fierce race to be the first to mass-produce HBM4, with both aiming to supply Nvidia's AI chips. ➂ The integration of memory and logic semiconductors in a single package remains a significant challenge for HBM4 development.

➀ Lip-Bu Tan, a prominent figure in the tech industry, has resigned from Intel's board of directors. ➁ Intel's stock fell by 6.1% following the announcement. ➂ The company is undergoing significant financial and organizational challenges, including layoffs of over 15,000 employees.

➀ The US has allocated $32.5 billion in direct subsidies under the CHIPS Act, surpassing China's large fund二期. ➁ 16 preliminary term memorandums have been signed with major semiconductor companies like Intel, TSMC, and Samsung. ➂ These investments aim to boost domestic semiconductor production and reduce reliance on global supply chains. ➃ Despite significant financial commitments, delays in key projects by Intel, TSMC, and Samsung have raised questions about the effectiveness of manufacturing reshoring.

➀ The US CHIPS Act, despite attracting over $395 billion and creating 115,000 jobs, faces significant delays in nearly 40% of its major projects. ➁ Market conditions and political uncertainties, including the upcoming US elections, are cited as primary reasons for project delays. ➂ Key companies like TSMC, Intel, and GlobalFoundries are among those facing challenges, despite receiving substantial subsidies.

1. The US semiconductor industry, including Nvidia, has been impacted by export restrictions, prompting China to accelerate domestic chip development. 2. China's retaliatory export controls on critical materials like graphite pose challenges for US manufacturing, especially in electric vehicles. 3. Potential negotiations to lift US sanctions on chips in exchange for easing Chinese export controls may have limited revenue impact due to Huawei's rapid chip advancements.