Global Semiconductor Industry Updates

1. The U.S. Department of the Treasury has released final rules restricting U.S. companies' investments in China, effective January 2, 2025.

2. NVIDIA's stock price soared by 178% in 2024, adding $2 trillion in market value.

3. GlobalFoundries and IBM jointly announced that all litigation matters have been resolved.

4. Synaptics is collaborating with Google to advance IoT edge AI, aiming to determine the optimal multimodal processing solutions for contextual computing.

5. Japan will grant approximately 4.85 billion RMB in subsidies for the research and development of all-solid-state batteries in 2024.

6. NVIDIA has completed its acquisition of the Israeli AI startup Run:ai.

China Semiconductor Industry Updates

1. TSMC’s silicon photonics strategy has made significant progress, recently achieving the integration of co-packaged optical components and advanced semiconductor packaging technologies, with sample deliveries expected to begin in early 2025.

2. Changxin Memory’s DDR5 yield rate has surpassed 80%, with plans to start HBM2 production in mid-2025.

3. SLKOR Semiconductor (www.slkormicro.com) has successfully achieved its sales target for 2024!

4. Hua Hong Semiconductor has announced a senior management reshuffle, with former Intel Global Vice President Bai Peng appointed as President.

5. Half of the workforce at TSMC’s Arizona wafer plant comes from Taiwan, triggering strong discontent among U.S. labor unions.

6. Runpeng Semiconductor has officially started production at its 12-inch integrated circuit production line, with a total investment of 22 billion RMB.