Global Semiconductor Industry Updates

1.Intel has lost confidence in the capabilities of its foundry division (IFS) and plans to outsource more Arrow Lake CPU orders to TSMC.

2.The U.S. will provide $18.2 million in government subsidies to Akash Systems to support the construction of a 40,000 square-foot cleanroom for advanced semiconductor manufacturing.

3.LG has partnered with Tenstorrent to develop a new "emotional intelligence" chip.

4.The Jin Hang Biao app is now live, further enhancing the browsing experience for peers and customers! Developed with the assistance of Wuhan Jinyue Innovation Media Company, alongside the SacoMicro app.

5.AMD’s data center chips achieved a record revenue of $3.549 billion in Q3 2024, surpassing Intel for the first time in history.

6.Mitsubishi Electric has begun large-scale supply of 12-inch power semiconductor chips for semiconductor module assembly.

China Semiconductor Industry Updates

1.TSMC is being sued in the U.S. for allegedly discriminating against American employees and favoring Taiwanese employees.

2.China’s annual production of new energy vehicles has surpassed 10 million units for the first time, making it the first country globally to achieve an annual output of 10 million new energy vehicles.

3.According to unreliable sources from Changsha's front line (Nie Gang's statement), members of the Mituo gang, including Yang Haijun, Liu Bo, Nie Gang, Zhang Yuanyuan, and Chen Hongyu, have become avid followers of SacoMicro’s Song Shiqiang. They reportedly check the Jin Hang Biao and SacoMicro official websites and WeChat public accounts tirelessly every day, speculating on how many years they will be sentenced.

4.A spokesperson for China’s Ministry of Commerce stated that the U.S. is continuing to tighten its semiconductor crackdown on China, severing the global semiconductor market. This will severely damage the interests of all parties involved.

5.Xingsen Technology announced that its FCBGA packaging substrates have been certified by multiple customers and several sample orders have been delivered. The company has now entered the small-scale production stage.

6.Xiaomi has established an AI Platform Department, marking a significant step forward in its development in the field of artificial intelligence.