Global Semiconductor Industry Updates

1、Samsung Electronics' Commitment: Samsung Electronics' chairman stated that the company has no intention of divesting its contract chip manufacturing (foundry) and logic chip design businesses.

2、Seoul Semiconductor Patent Win: Seoul Semiconductor has won a patent case in Europe related to wireless LED technology.

3、Sony's New Image Sensor: Sony has released the ISX038 image sensor designed for automotive cameras.

4、FPT's Recruitment Plan in Vietnam: FPT Corporation in Vietnam plans to recruit 10,000 employees for semiconductor backend processing (chip assembly and testing).

5、Thailand's Investment in Silicon Carbide: Thailand will invest $350 million to establish its first silicon carbide wafer factory, expected to be operational by 2027.

6、U.S. Semiconductor Manufacturing Bill: President Biden recently signed a bill that exempts some U.S. semiconductor manufacturing plants receiving government subsidies from environmental reviews.

China Semiconductor Industry Updates

1、TSMC's 2nm Price Increase: TSMC is increasing the price of its 2nm process, with the cost for a 300mm wafer expected to exceed $30,000.

2、New Memory Chip Release: XinCun Technology has launched the domestically developed NM101, the largest capacity new 3D memory chip.

3、Legal Actions in Changsha: On October 8, Mr. Gui from the Changsha Judicial Bureau contacted Song Shiqiang from SLKOR to request additional materials for further investigation into Yang Haijun and the Mito gang, as victims continue to report to various legislative and legal authorities across the country.

4、Laser Source Development in Hubei: The Jiufengshan Laboratory in Hubei successfully activated a laser source integrated within a silicon-based chip, marking the first successful implementation of this technology in the country.

5、Superconducting Quantum Computing Upgrade: China has initiated an upgrade and expansion of its first superconducting quantum computer manufacturing chain.

6、Surge in Semiconductor Stocks: Semiconductor stocks surged on the Hong Kong market, with SMIC's shares soaring nearly 22% to HK$33.50, while Alibaba's stock rose 0.07% to HK$114.90.