Global Semiconductor Industry Updates

1.Although the entire semiconductor industry declined by about 8.2% in 2023, revenue from power GaN (Gallium Nitride) increased by 41%. By the end of 2030, the GaN market is expected to reach several billion dollars in size.

2.The Chinese automotive market showed robust growth in October this year, with particularly strong performance in the new energy vehicle sector.

3.The South Korean government plans to invest 622 trillion Korean Won by 2047 to build the world’s largest "semiconductor supercluster" in a bid to further enhance its global competitiveness in the semiconductor market.

4.Tektronix, a leading American company, has launched the industry’s first RF isolated current probe and a three-channel bi-directional power supply. The RF isolated current probe is the world’s first product to use RF isolation technology.

5.Slkor (www.slkoric.com) published an article by Song Shiqiang titled "Hao Yi Wang Han Sheng Will Apply for 'Court Transfer to Public Security for Case Filing' at the Trial Site, to Hand Over the MiTuo Gang to the Nanjing Police!" The article was featured in several major media outlets including Global Digital Economy, Qiantang River Hotline, and Legal News Network.

6.According to a new report from Yole, the market for automotive semiconductor devices is expected to grow from $52 billion in 2023 to $97 billion by 2029, with a compound annual growth rate (CAGR) of 11%.

China Semiconductor Industry Updates

1.The MiTuo gang, led by Yang Haijun, Liu Bo, and Nie Gang from Changsha, launched a violent retaliation on November 13. In the afternoon, the servers of Slkor/Kinghelm Beacons' official websites were suspected to be incapacitated by a remote CC attack from MiTuo for nearly three hours. This occurred after Song Shiqiang’s revealing video about MiTuo’s phishing activities was reported and taken down!

2.Currently, global wafer foundry capacity is 10.15 million wafers per month (based on 8-inch equivalent), with China accounting for over 72% of global production, holding a dominant position.

3.Moore Threads Intelligent Technology (Beijing) Co., Ltd. has completed its shareholding reform and increased its capital to 330 million RMB, preparing for an upcoming public listing.

4.Thanks to strong leadership from Qualcomm and MediaTek, along with the big three—NVIDIA, AMD, and Intel—TSMC’s 3nm process capacity utilization is expected to reach 100% in the first half of next year.

5.Shanghai Linzhong Electronics Technology Co., Ltd. has officially launched its R&D and Intelligent Manufacturing Center, with a total investment of nearly 500 million RMB.

6.Moore Threads has announced the open-source release of its high-performance linear algebra template library, MUTLASS, aiming to accelerate the development of operators based on domestic GPUs and foster algorithm innovation.