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The South Korean government announces that it will expand tax incentives and relax supervision for chip manufacturing
Feb
South Korea’s Ministry of Trade, Industry and Energy said on Thursday that it plans to provide more tax incentives for domestic chip makers and cancel more supervision, in order to keep pace with South Korea’s vision to become a global power storage and system semiconductor power.
According to Yonhap News Agency, South Korea is planning to pass legal amendmen…
TSMC’s 3nm process will be mass-produced next year, and Intel’s orders from customers surpass Apple’s
Feb
According to TSMC’s plan, the 3nm process will begin risky trial production in the third quarter of this year, and mass production will begin in 2022. Although it is too early, it is reported that Apple and Intel have become one of the first customers to adopt their 3nm process.
The Nikkei Asian Review quoted several people familiar with the matter as saying th…
With chip shortages, Tesla's second-quarter deliveries were slightly higher than analysts’ expectations
Feb
On July 3, local time, Reuters reported that Tesla announced the second quarter car deliveries this Friday, setting a record high of 201250 vehicles. This data is in line with Wall Street's expectations as Tesla is coping with chip shortages and relying on selling slightly lower-priced models.
It seems that Tesla has dealt with the global supply crisis better tha…
Korean media claim that individual foundry prices have risen by more than 50%, and semiconductor equipment prices have soared
Feb
A few days ago, there was news that several major foundries around the world raised their foundry prices by 10-20% in the second quarter from the previous quarter, and the overall increase was similar to that in the first quarter. But judging from individual contracts, some foundry prices have risen by as much as 50%.
According to Korean media ETNews, a person in…
Japan has tightened supply or even "cut supply", domestic photoresist or usher in a historic opportunity?
Feb
Recently, due to the shortage of KrF (248nm) photoresist production capacity of Shin-Etsu Chemical in Japan and other reasons, many fabs in China are facing a tight supply of KrF photoresist, and some small and medium fabs even have "cut supply" of KrF photoresist. phenomenon. In the context of "a core is hard to find", the supply of photoresist has once again arous…
Flextronics warns: chip shortage will continue for another year, and Malaysia’s lockdown for two weeks will have a great impact
Feb
The global electronics foundry manufacturer Flex has warned that the shortage of chips that disrupt the automotive industry and threaten the supply of consumer technology products will continue for at least one year. In the face of this crisis, Flextronics gives one of the most pessimistic predictions.
The Financial Times reported that Flextronics, headquartered …
Reuters: Apple, CATL and BYD are in talks on electric vehicle battery supply
Feb
According to four people familiar with the matter, Apple is in preliminary negotiations with CATL and BYD on the supply of batteries for electric vehicles it plans to produce.
According to Reuters, an anonymous person pointed out that the negotiations may change, and it is not clear whether Apple will reach an agreement with CATL or BYD.
Two of the sources sai…
MediaTek leads the mobile phone chip market for the third consecutive quarter and is expected to widen the gap with Qualcomm
Feb
The latest report from the research organization Counterpoint shows that MediaTek’s market share in the global smartphone chip market in the first quarter of 2021 was as high as 35%, an increase of 3 percentage points from the previous quarter and a significant increase of 11 percentage points from the same period last year, for the third consecutive quarter. Gaoj…
The average delivery of new semiconductor equipment is more than one year! Explosive growth in demand for second-hand equipment
Feb
Surplus Global, a supplier of second-hand semiconductor equipment in South Korea, recently stated that the global shortage of chips has caused an explosive growth in the demand for equipment in the chip industry.
According to THE ELEC report, Brian Kim, the company's president, said that Surplus Global's performance growth this year is expected to exceed the aver…
Omdia: Demand for notebook panels remains high-end in the second half of the year, and annual shipments are raised
Feb
Research firm Omdia released the latest report stating that due to tight components and low terminal inventory levels, demand for notebook panels will remain high-end in the second half of the year. The annual shipments will be increased from 263 million to 273 million, an annual growth rate of 19%. , Which will help boost panel factory shipments.
Omdia pointed o…
To win over TSMC's full-line layout, can Japan "change its fate against the sky"?
Feb
Is it right or left or in a dilemma?
In any case, TSMC has become the "golden master" in the global strengthening of the semiconductor arms race. In the face of the olive branch thrown by the United States, Japan, Europe, etc., TSMC has either passively or actively embarked on the pace of expansion, and this pace is not limited to wafer manufacturing. This time J…
Power Semiconductor Manufacturing Co.: Foundry price increase is a general trend, and it is now discussing orders for 2023 with customers
Feb
The foundry capacity is becoming more and more tight, and manufacturers such as UMC and World Advanced have reported price increases. Huang Chongren, chairman of Power Semiconductor Manufacturing Co., Ltd., also pointed out that it is now 2023 orders with customers, and price increases are the general trend. As long as the gross profit margin of customers exceeds th…
Hyundai Motor is negotiating with South Korean chip companies, hoping to reduce its dependence on foreign chip supplies
Feb
Four people familiar with the matter told Reuters that Hyundai Motor is negotiating with South Korean chip companies to help it reduce its dependence on foreign chip supplies.
People familiar with the matter revealed that South Korean automobile companies want to transfer some orders for automotive chips such as MCUs to local companies, but their technology still…
Intel CEO: There are still 10 years of good days in the chip industry
Feb
Jù bàodào, yīngtè'ěr shǒuxí zhíxíng guān pà tè·jī xīn gé (Pat Gelsinger) yú dāngdì shíjiān zhōusān zài měiguó xiāofèi zhě xīnwén yǔ shāngyè píndào (CNBC) de zuòtán huì shàng biǎoshì, tā yùjì bàndǎotǐ hángyè jiāng yíng lái 10 gè zēngzhǎng de “hǎo nián jǐng”. “Wǒmen xiāngxìn shìchǎng, shìjiè zhè…
Kingston and other companies are about to release a new generation of DDR5 products in batches
Feb
Memory companies including Kingston, ADATA, Apacer and Team Group all plan to launch their next-generation DDR5 memory products in the second half of 2021.
According to the "Electronic Times" report, Kingston has provided motherboard manufacturers with samples of its DDR5 modules for testing and verification, and plans to launch the product line in the fourth qua…