Global Semiconductor Industry Updates

1. The U.S. Department of Defense has once again wielded its sanctions stick, placing 134 Chinese companies, including chip manufacturers Changxin Storage Technology, Yangtze Memory Technologies, and SMIC, on a blacklist of companies allegedly collaborating with the Chinese military.

2. Nvidia and Qualcomm are considering transferring some of their 2nm process orders from TSMC to Samsung due to "capacity and cost considerations."

3. A revolutionary breakthrough in the field of artificial intelligence has occurred with the introduction of a new algorithm for "Automated Search for Artificial Life" (ASAL), enabling AI to autonomously discover entirely new artificial life forms.

4. Global smartphone shipments in 2024 are expected to remain close to 2 billion units, with mainland China producing approximately 1.7 billion units and nearly 1.4 billion units being exported.

5. Slkor Semiconductor (www.slkoric.com) has released a significant report by Song Shiqiang, titled "Mitou Information Extorts Linyi Mite, General Wu Forced to Visit Changsha for a Second Time to Reconcile with Nie Gang’s Recording (Part 5)." Huaqiangbei’s Song Shiqiang continues to expose the truth behind the Changsha Mitou fishing gang’s extortion activities!

6. As of January 6, Nvidia's stock price closed at $149.43, up 3.43%, with a market value of $3.66 trillion, moving closer to claiming the global market cap throne.

China Semiconductor Industry Updates

1. Guo Yufeng, Vice President of Feiteng CPU and National Committee member of the Chinese People’s Political Consultative Conference (CPPCC), has proposed several new suggestions regarding the cultivation of integrated circuit talents in China.

2. Lei Jun has made it clear that Xiaomi's total investment in automotive research and development has approached 30 billion RMB, not including the resources leveraged from Xiaomi Group.

3. MediaTek's next-generation Dimensity 9500 chip will adopt the N3P process.

4. From 2023 to 2027, China will see 41 new semiconductor fabs come online, including 34 12-inch fabs and 7 8-inch fabs.

5. The current price of TSMC’s 3nm wafers has reached $18,000, more than three times the price from a decade ago.

6. Kinghelm Electronics (www.kinghelm.com.cn) has released the "Top 20 ‘Chip’ News of Kinghelm in 2024" (Part 1), which includes major updates such as: "2024 Kinghelm Spring Festival Essay Contest: Li Jianhui Awarded ‘Best Creative Award,’" "Kinghelm/Slkor Hosts the Second ‘Hometown Food Festival,’" "‘Chuan-Yu Tongxin’ Gala Successfully Held, ‘Descendants of the Dragon’ Performance, Starring Kinghelm’s Song Yuanming, Wins Award," "Song Yuanming Trains New Colleagues on Jinhangbiao Product Knowledge," "Kinghelm and Slkor’s ‘Scientific Project Management’ Training Empowering High-Quality Business Development," "Kinghelm Passes ISO9001 Management System Reassessment," "Song Shiqiang Trains Colleagues on ‘Company Strategy and Industry Trends,’" "Kinghelm’s Daily Chip News Achieves Bumper Harvest in 2024, Aiming for Greater Glory in 2025," "Kinghelm and Slkor Achieve Over One Million in Daily Revenue, Setting New Records," "General Manager Song Shiqiang Visits Guangxi Luzhai Production Base for Work Guidance," and other important updates.