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Globalwafers order visibility has reached 2023 and will improve yield and production efficiency

Feb 02 78

Xu Xiulan, chairman of Globalwafers, a semiconductor silicon wafer manufacturer, said at the 41st anniversary celebration of the Hsinchu Science Park that the company is expected to have full production and sales next year, and there will be no problem with the visibility of orders in 2023. According to Taiwanese media "Economic Daily", Xu Xiulan revealed that Gl…
Nikkei: Taiwan will issue new regulations to restrict technology companies from selling assets in the mainland

Feb 02 83

Taiwanese regulators reportedly will soon issue new regulations to prevent local technology companies from selling their subsidiaries or other assets in mainland China. This is the latest move by the local government to prevent sensitive technologies such as semiconductors from leaking to mainland China. According to a report from Nikkei Asia, an official from th…
The U.S. Department of Commerce opposes further sanctions against SMIC

Feb 02 77

On December 17, according to a Reuters report, people familiar with the matter pointed out that the Biden administration has not yet decided whether to block the sale of more US technology to the Chinese chip manufacturer SMIC, but stated that it will discuss with the allies whether to further restrict the sale of chip manufacturing equipment to China. . Sources …
Against China, pressure to form an alliance? US Deputy Secretary of State: South Korea is an indispensable partner in the US semiconductor supply chain

Feb 02 81

On December 17, local time, Jose W. Fernandez, Deputy Secretary of State for Economic Affairs of the U.S. State Department, said at the 6th Korea-U.S. Strategic Economic Dialogue (SED) at the South Korean Ministry of Foreign Affairs in Seoul that South Korea’s global semiconductor supply The chain is an indispensable partner of the United States, and I believe Sou…
Legend has it that Samsung supplies Tesla with 5 types of memory chips for use in autonomous driving and infotainment systems

Feb 02 84

Samsung Electronics said it will provide a global automaker with five advanced memory chips for use in its autonomous driving and infotainment systems. According to a Korean media report from Kedglobal, Samsung Electronics said on Thursday that as the auto industry shifts to fully automated driving, the company has begun to provide the automaker with five automot…
The integration of CPU, GPU, and DPU is the inevitable architecture of the data center in the future

Feb 02 75

As an important resource and production factor, data has become a worldwide consensus. And the fulcrum behind all this-the data center-the area for computing and storing data, will surely be the holy land for future technology companies to compete. The data center is no longer in the original mainframe era, that is, it handles a single critical task, and it has a…
Bloomberg: India believes that chip manufacturers will start production in its home country within 2-3 years

Feb 02 74

According to Bloomberg News, Indian Minister of Information and Technology Ashwini Vaishnaw said that after India provides incentives for the semiconductor industry, it is expected that at least a dozen semiconductor manufacturers will start setting up factories in the country in the next 2-3 years. Ashwini Vaishnaw said in an interview with Bloomberg that the Mo…
Tesla and Austrian company Syrah sign a 4-year graphite active anode material supply agreement

Feb 02 72

On December 23, Australian graphite product supplier Syrah Resources stated that it has signed a graphite active anode material (AAM) supply agreement with Tesla. Syrah will supply graphite active anode material to Tesla at a fixed price for a period of time. Four years. It is understood that Syrah mainly targets the US and European markets. It plans to expand th…
Counterpoint: In the future, demand for automobiles will drop significantly, and digital services will become a huge business opportunity

Feb 02 85

On December 24, the first Jiwei Automotive Semiconductor Ecological Summit was held in Shanghai. Richard Windsor, Research Director of Counterpoint, delivered a speech on "Future Automotive Electronics Market Trends and Ecology". Richard Windsor said that in the next two decades, the automotive industry may face a situation where the chip content of each car will…
From the perspective of NVIDIA Omniverse, where is the real explosion point of the future meta-universe?

Feb 02 79

When the concept of meta universe was highly sought after, Nvidia CEO Huang Renxun showed off Omniverse, a real-time simulation and collaboration platform for enterprises, at the GTC conference. He said that Omniverse can allow personal simulations to create a shared 3D virtual world that follows the laws of physics. According to Nvidia, the Omniverse platform ha…
Japan passed the most expensive supplementary budget in history and set aside US$6.8 billion to invest in domestic semiconductors

Feb 02 84

This Friday, Japan’s new Prime Minister Fumio Kishida announced the first supplementary budget after taking office, adding 36 trillion yen (approximately US$316 billion) in fiscal expenditure, the highest level in Japan’s historical supplementary budget. Among them, 774 billion yen (approximately US$6.8 billion) of funds has been set up as a special fund to supp…
Play the merger card! It is rumored that Samsung intends to acquire important customers of TSMC

Feb 02 80

Samsung chased TSMC and made another move. Samsung Group Vice President Li Zayong returned to South Korea after his trip to the United States. Recently, it was reported that Samsung Group intends to acquire TSMC’s important customers. Because of the abundant cash in hand, it is targeting Enzhi in the Netherlands. Major companies such as Shanghai Pudong and Infineo…
EU Competent Official: The EU cannot achieve self-sufficiency on chips

Feb 02 78

"According to a CNBC report, Margrethe Vestager, the vice-president of the European Commission in charge of competition in the European Union, admitted on Monday (29th) that it is ""unfeasible"" to achieve complete independence in chip manufacturing due to the large investment required. After the COVID-19 pandemic, EU automakers and other companies have been stru…
Turning Loss to Profit GLOBALFOUNDRIES released its first financial report: Revenue in the third quarter was US$1.7 billion, a year-on-year increase of 56%

Feb 02 80

On December 1, GLOBALFOUNDRIES announced its financial results for the third quarter of 2021 as of September 30. This is the company's first financial report since its listing on October 28 this year. The financial report shows that the company's Q3 revenue was US$1.7 billion, compared with US$1.091 billion in the same period last year, an increase of 56% year-on-ye…
Nikkei: Chip shortage has pushed some low-key foundries to the forefront

Feb 02 81

According to Nikkei Asia, when Power Semiconductor Manufacturing returns to China's Taiwan Stock Exchange on December 6, it will be an extraordinary comeback for a company that has been cancelled or even cancelled by its own supporters. Power Semiconductor Manufacturing Co., Ltd. (formerly Powerchip) was once the largest memory chip manufacturer in Taiwan, but it…