Global Semiconductor Industry Updates

1. The U.S. Department of Commerce's Bureau of Industry and Security (BIS) has updated its export control list, adding a total of eight entities to the Entity List: two from China, four from Russia, and two from Myanmar.

2. In Q3 2024, TSMC maintained its lead in the global foundry market with a market share of 64.9%, continuing to widen the gap with Samsung in second place, which holds 9.3%.

3. The Biden administration plans to release a new rule by the end of this month to further tighten the chip ban on China, aimed at preventing Chinese companies from acquiring advanced AI chips from third parties.

4. Japan’s advanced semiconductor foundry company, Rapidus, aims to begin mass production of 2nm chips by 2027.

5. The "Excellent Supplier" voting event organized by Kinghelm (www.kinghelm.net) and Slkor, in collaboration with Huaqiang Electronics Network (https://zhuanti.hqew.com/Supplier2024/Vote [PC version]; hqew.cn/2IV52V [mobile version]), is in full swing. We warmly invite customers and friends to cast their valuable votes!

6. The Thailand Board of Investment (BOI) has approved a $306 million (approximately RMB 2.22 billion) investment by a subsidiary of Foxconn to produce high-precision semiconductor equipment and establish a new manufacturing facility.

China Semiconductor Industry Updates

7. Key original fraud evidence from the Changsha Mituo case has been revealed. The 2016 version of MetInfo website content was seized by Baidu for evidence, and electronic preservation was carried out by Beijing Guochuang Dingcheng Judicial Appraisal Institute. Ads with misleading phrases like “No functionality limits if used freely” and “If it’s free, why not use it” clearly appear, which may become crucial evidence for sentencing the criminal group led by Yang Haijun, Zhang Yuanyuan, and Liu Bo!

8. Jiangsu Xianfeng Precision Technology Co., Ltd., a key supplier of semiconductor equipment components, has successfully listed on the Shanghai Stock Exchange's STAR Market, with its stock price surging by 653% on its debut.

9. A state-owned enterprise in Beijing is planning to jointly establish a second phase fund with a total scale of 3 billion RMB, focusing on investment and mergers in the integrated circuit equipment industry.

10. TSMC Chairman and CEO C.C. Wei stated that many customers have mentioned AI and applications in their future expectations and plans. However, more customers are optimistic about multifunctional robots rather than automobiles.

11. BYD will recruit master's and doctoral graduates from global universities in 2025 to form a team for embodied intelligence research.

12. Hubei Dinglong Co., Ltd. has announced the first customer orders for its immersion ArF and KrF wafer photoresist products.