Global Semiconductor Industry Updates

1.Infineon, the German semiconductor manufacturer, is actively advancing its localization strategy for commercial-grade products and maintaining close business ties with the Chinese market.

2.U.S. chipmaker Texas Instruments (TI) products are continuously flowing to Russia. U.S. authorities have warned the country's chip manufacturers to take further measures to prevent their technologies from falling into Russian hands.

3.Frontgrade Gaisler has signed an agreement with the European Space Agency (ESA) to collaborate with Belgium's imec and Germany's IMST on the EEE Space Component Sovereignty Program, using the RISC-V architecture to develop 7nm radiation-hardened chips.

4.With the mass production of TSMC's N2 process, the foundry price for 2nm wafers could reach $25,000 to $30,000 per wafer, significantly higher than the current $20,000 per wafer for 3nm wafers.

5.Slkor's overseas website has more than 2.2 million external backlinks! Song Shiqiang stated that this has been achieved through substantial advertising spending and the hard work of his colleagues.

6.ABI Research forecasts that from 2024 to 2031, the shipment of vehicles equipped with digital key technology will grow at a strong compound annual growth rate (CAGR) of 17.2%, reaching nearly 60 million units by the end of the forecast period.

China Semiconductor Industry Updates

1.In the Changsha Mituo extortion case, the amount of the judgment has dropped from tens of thousands to just 150 yuan under the strong counterattack from the victims, effectively severing the financial chain of the Mitu, Yuanxiao, and Yundi extortion gangs. The court, hindered by previous incorrect rulings and guidance by Yu Xiaohan, is gradually correcting its mistakes. Patent trolls Yang Haijun, Zhang Yuanyuan, Liu Bo, and Nie Gang are about to face justice.

2.The 2024 list of the "Top 100 Chinese Semiconductor Companies" has been officially released. By city, Shanghai has 26 companies, Shenzhen has 17, and Beijing has 12.

3.The Shanxi Provincial Department of Industry and Information Technology will implement the "Strong Core" project, aiming to build a nationally influential integrated circuit design hub and a major semiconductor and IC production base.

4.TSMC's Kumamoto factory will begin mass production within this year, utilizing 22/28nm and 12/16nm process technologies to manufacture logic ICs.

5.SMIC is expected to receive new orders worth 11-13 billion RMB in 2024, driven by the global growth in semiconductor market capital expenditures and the increased market share of production lines of its key customers.

6.Haiguang's CPU has successfully absorbed and assimilated X86 technology and further developed its own C86 iteration route, with overall performance now approaching the level of international X86 chips.