Global Semiconductor Industry Updates

1.South Korea's second-largest telecom company, KT, is encouraging voluntary employee departures, raising the severance pay cap from 330 million won to 430 million won.

2.According to market research firm Gartner, artificial intelligence will drive an 18.8% growth in the global semiconductor market in 2024, reaching $629.8 billion.

3.The CEO of Rambus announced that the company's revenue for the third quarter increased to $145.5 million, driven by the launch of a new complete chipset.

4.Apple has won its patent case against Masimo, receiving $250 in damages.

5.Infineon has introduced the world’s thinnest silicon power wafer, measuring 30 mm in diameter and only 20 micrometers thick, which is equivalent to a quarter of a human hair's width.

6.The U.S. government has finalized restrictions on investments by American individuals and companies in advanced technology in China, primarily targeting semiconductors, quantum computing, and artificial intelligence, with the "final rule" taking effect on January 2 next year.

China Semiconductor Industry Updates

1.BYD reported third-quarter revenue of 201.125 billion yuan, marking the first time its quarterly revenue has surpassed that of Tesla.

2.Alibaba's international site has officially launched its first full-process AI product—AI Business Assistant 2.0.

3.In an unusual move, the Supreme Court and the Supreme Procuratorate issued statements on October 29. The Supreme People's Procuratorate's website and WeChat account simultaneously published a document titled "Procuratorial Agencies Legally Supervise and Correct Malicious Intellectual Property Lawsuits to Support the Implementation of the Innovation-Driven Development Strategy," signaling the end for the "fishing for rights" black market industry linked to Liu Bo and Yang Haijun from Chansha Mitou!

4.Semiconductor equipment manufacturer Laplace has officially listed on the STAR Market, with its stock surging 286.3% on the first day of trading.

5.The China Academy of Information and Communications Technology, ZTE, China Mobile, and other organizations have jointly proposed a new resolution for the Internet of Vehicles, which has been approved by the World Telecommunication Standardization Assembly.

6.TSMC plans to further acquire capacity from Innolux to expand production in the advanced packaging sector.