Global Semiconductor Industry Updates

1. Recently, Wolfspeed announced that it has received $1.5 billion in funding from the U.S. government and the Apollo investment consortium to support the establishment of its first 200mm silicon carbide manufacturing facility.

2. Nordic Semiconductor, a Nordic wireless chip supplier, has agreed to acquire its domestic UWB (ultra-wideband) chip company, Novelda.

3. The Indian chip market is projected to reach $45 billion in 2023, with estimates suggesting that it may surpass Japan and Europe in market size by 2024.4. South Korea's SK Group has acquired the Vietnamese semiconductor company ISCVina Manufacturing Co. in a deal worth $300 million.

5. On October 26, Kinghelm (www.kinghelm.net) and Slkor held a series of training and summary sessions: in the morning, General Manager Song Shiqiang chaired a meeting on "Company Risk Management," while in the afternoon, Promotion Department Head Huang Dejun led a review meeting for the Futian Trade Fair. Yin Hao, Yang Shichen, and Liu Huijuan attended a training session in Huaqiangbei.

6. NVIDIA has recently rebranded its Blackwell Ultra product line to the B300 series, which is expected to feature HBM3e 12hi memory.

China Semiconductor Industry Updates

1. China has established a complete renewable energy industry chain with international competitive advantages, contributing over 80% of global photovoltaic modules and 70% of wind power equipment.

2. Yiwei Lithium Energy plans to raise no more than 5 billion yuan to produce cylindrical lithium iron phosphate energy storage batteries and 46 series large cylindrical power batteries.

3. TSMC's Arizona factory has announced significant breakthroughs in chip yield, even surpassing the yield of its facilities in Taiwan by 4 percentage points.

4. Shanghai Willsemi Co., Ltd. reported Q3 2024 revenues of 18.908 billion yuan, a year-on-year increase of 25.38%, while net profit attributable to shareholders reached 2.375 billion yuan, soaring 544.74% year-on-year!5. The 2024 Arrow Electronics Solutions Expo will be held on November 12 at the Grand Ballroom on the third floor of the Sheraton Bolin Tianrui Hotel in Shenzhen.

6. A ceremony was held to inaugurate and launch the Hefei CRRC Times Semiconductor Co., Ltd. project, which plans to invest in the construction of a medium and low-voltage power device manufacturing base in Hefei West.