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Wuhan Min Sound invested 3 billion to produce high-end RF filters

Wuhan Min Sound invested 3 billion to produce high-end RF filters

2024-01-08

Rf front-end chips are the basis of mobile communication, among which filters are the highest value and fastest growing segment of RF front-end chips, and the rate of local autonomy in China has been low.
The foundry market is in turmoil, and the price reduction competition is white-hot

The foundry market is in turmoil, and the price reduction competition is white-hot

2024-01-08

"According to general media reports, Samsung plans to reduce its wafer foundry offer in the first quarter of 2024, offering a discount of 5 to 15 percent, and expressed willingness to further negotiate."
Mobile operating system ushered in a big change!

Mobile operating system ushered in a big change!

2024-01-04

"According to the latest TechInsights report, Huawei Harmony OS is expected to overtake Apple iOS as the number two smartphone operating system in China by 2024."
Wafer capacity is surging, with 18 fabs set to come on stream in China this year

Wafer capacity is surging, with 18 fabs set to come on stream in China this year

2024-01-04

"According to the latest forecast report of the Global Semiconductor Industry Association (SEMI), the global wafer production capacity is expected to grow by 6.4% in 2024, reaching more than 30 million wafers per month."
NOR Flash memory new round of price increases!

NOR Flash memory new round of price increases!

2023-12-25

"After NAND Flash and DRAM quotes rose one after another, NOR Flash benefited from inventory replenishment, leading NOR Flash to start a new wave of memory price increases."
Great good! Micron and Fujian Jinhua reached a settlement

Great good! Micron and Fujian Jinhua reached a settlement

2023-12-25

"Micron Technology Reaches Global Settlement with Fujian Jinhua Integrated Circuit Co., LTD."
ARM has laid off more than 70 engineers in a new round of job cuts

ARM has laid off more than 70 engineers in a new round of job cuts

2023-12-19

Arm recently laid off more than 70 software engineers in a round of layoffs on the mainland and plans to move some jobs outside China.
Us chip giant sells Chinese factory, Lishun Precision takes over

Us chip giant sells Chinese factory, Lishun Precision takes over

2023-12-19

"Apple supplier Qorvo recently announced that it has reached a definitive agreement to sell its sealed test plants in Beijing and Dezhou, Shandong Province, to Lichun Precision."
Boe will replace Samsung Display and lead the foldable panel market

Boe will replace Samsung Display and lead the foldable panel market

2023-12-16

"In the wave of booming expansion of the smartphone market, Chinas panel manufacturing giant BOE will surpass Samsung display in the fourth quarter of 2023 to lead the foldable panel market."
Who owns the AI chip?

Who owns the AI chip?

2023-12-16

"Chinese enterprises AI chip performance is difficult to match Nvidias, but under the policy of self-reliance of domestic chips, some companies are rising fast!"
Nvidia's

Nvidia's "neutered" AI chip has encountered obstacles and delayed its release until next year

2023-11-28

"Recently, Nvidia delayed the launch of its new artificial intelligence (AI) chips in the Chinese market in order to comply with US export regulations, causing widespread concern in the industry."
The effect of the ban in the United States continued, and Dell was banned from selling many products

The effect of the ban in the United States continued, and Dell was banned from selling many products

2023-11-28

"Affected by the latest chip ban in the United States, a number of graphics card products including the AMD Radeon RX 7900 series are banned."
The semiconductor industry inventory problem has eased and will usher in a good turnaround next year

The semiconductor industry inventory problem has eased and will usher in a good turnaround next year

2023-11-24

"Recently, semiconductor manufacturers have expressed optimism about the effective destocking of supply chains, which is expected to bring a healthy recovery next year."
Broadcom successfully acquired VMware for $61 billion

Broadcom successfully acquired VMware for $61 billion

2023-11-24

"Broadcom today announced that it has received regulatory approval in China to close its acquisition of cloud computing company VMware today."
8 patents infringed! Micron and Changjiang are locked in a patent battle

8 patents infringed! Micron and Changjiang are locked in a patent battle

2023-11-15

"Changjiang Storage and Micron chip war escalates."
Foundry capacity utilization rate declines, price war is imminent

Foundry capacity utilization rate declines, price war is imminent

2023-11-15

"Major foundries such as UMC, World Advanced and LPC have lowered their quotations in the first quarter of next year by double-digit percentages, and major foundries are Mired in a battle to protect 60% of capacity utilization."
The effect of sanctions continued, Yangtze River storage started financing action

The effect of sanctions continued, Yangtze River storage started financing action

2023-11-03

Changjiang has burned through about $7bn in the past year, according to the Financial Times, and is now being forced into a new fundraising drive.
Burst! $5bn chip order cancelled?

Burst! $5bn chip order cancelled?

2023-11-03

New US export control rules could force AI chip giant Nvidia to cancel multibillion-dollar orders for advanced process chips from China next year
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