Infineon says it is applying for Huawei’s supply license
The U.S. ban on Huawei, which took effect after September 15, prevents Huawei (including its Entity List subsidiaries) from purchasing products and manufacturing services based on U.S. software and technology without a license.
At present, a number of semiconductor companies, including non-US companies, are submitting license applications to the US Department of Commerce to continue supplying Huawei, including Intel, AMD, Samsung, SK Hynix, Sony, TSMC, MediaTek in Taiwan, and SMIC in mainland China. Among them, Intel and AMD have successively stated that they have obtained a supply license to Huawei.
So far, however, no non-U.S. suppliers have said whether they have been licensed to supply Huawei. A few days ago, Reinhard Ploss, CEO of Infineon, Europe’s largest chip maker, pointed out in an interview with the Nikkei Asian Review that the company’s core intellectual property rights are mainly registered in Germany, Austria and other countries/regions, “We can 100% believe that These countries will protect intellectual property,” Ploss said. “As part of these processes, like other manufacturers, we are in the process of applying for licenses to supply.”
The chairman of TSMC said that the 15th wafer factory may be expanded
TSMC process evolution roadmap source | Official website
TechWeb news on September 24, according to foreign media reports, TSMC, which is at the forefront of the industry in terms of chip process technology, is developing a 2nm process, and a production plant is also planning.
According to foreign media reports, Liu Deyin, chairman of TSMC, revealed that they may expand the factory in Taichung to increase the production capacity of the 2nm process. Judging from the information published on TSMC’s official website, they currently have only one factory in Taichung, the 15th wafer fab, which is one of their existing six 12-inch ultra-large fabs.
Laptop power management chip prices will rise
Image source | KeyInsight
September 24 news, according to foreign media reports, this year, driven by the increased demand for home office and learning equipment, the construction of 5G infrastructure and 5G smartphones, the production capacity of some foundries is still very tight, and the production capacity of some foundries is still very tight. Labor prices are also expected to rise, leading to higher prices for some chips.
Foreign media quoted sources in the industry chain as saying that the price of laptop power management chips will rise due to the rise in foundry prices in wafer fabs. This source revealed that due to the tight production capacity of the 8-inch fab, the delivery time has been extended by 3-4 months. At the same time, due to the tight production capacity, the foundry price of the 8-inch fab in the fourth quarter is expected to rise by 10%. %.
NavInfo’s new vehicle chip and other projects settled in Wuhan
Hubei Daily reported that on September 23, the China Beidou Application Conference and the Ninth Annual Conference of China Satellite Navigation and Location Services were held in Optics Valley, Wuhan, Hubei. At the meeting, 10 projects were signed on-site, involving the application of Beidou in various fields such as space information, optoelectronics, new energy, and the Internet.
NIO’s new energy equipment manufacturing and battery service projects, NavInfo’s new vehicle chip project, Yixun Beidou AI intelligent terminal R&D and manufacturing base project, Tianyao Hongtu second headquarters project, and 4G Beidou IoT terminal project have signed contracts and settled in Wuhan.
The world’s top ten semiconductor manufacturers Q2 revenue of 65.2 billion US dollars
Source | Network
On September 24, according to foreign media reports, data from research institutions showed that after a quarter-on-quarter increase of 2.25% in the first quarter, the revenue of the world’s top ten semiconductor manufacturers further increased in the second quarter, and the quarter-on-quarter growth rate also increased slightly.
According to data from research institutes, the revenue of the world’s top ten semiconductor manufacturers in the second quarter was US$65.2 billion, an increase of US$1.6 billion from US$63.6 billion in the first quarter, an increase of 2.5% month-on-month. The revenue of the world’s top ten semiconductor manufacturers in the first quarter of this year was US$63.6 billion, an increase from US$62.2 billion in the fourth quarter of last year. The quarter-on-quarter growth rate was 2.25% in the first quarter and 0.25 percentage points in the second quarter.
Beihang scholar accused of stealing code was arrested in the United States, the case has been withdrawn
On September 23, according to the “Wall Street Journal” report, US federal prosecutors have dropped criminal charges against Hu Haizhou, a visiting Chinese researcher at the University of Virginia (UVA).
Hu Haizhou, 34, was arrested on August 25 at Chicago’s O’Hara International Airport as he was about to fly to Qingdao, China, according to a press release from the U.S. Department of Justice. When he was going through customs, CBP officers inquired about some of his activities in the United States and checked the Electronic devices he carried, including a Lenovo laptop, two external hard drives, a USB flash drive, and an iPad. and two mobile phones, about 9,600 F90 source files were found.
The U.S. Attorney’s Office in Charlottesville, Va., filed a motion to dismiss Sunday (Sept. 20) after the university acknowledged that the researcher had authorization to access some of the content. A spokesman for the U.S. Attorney’s Office declined to comment on Monday (Sept. 21), according to federal court documents for the Western District of Virginia.
Fuman Electronics: Affected by wafer supply, product prices began to rise
On September 23, Fuman Electronics stated on the interactive platform that due to the shortage of upstream wafer supply, the company’s products have begun to increase in price. As one of the leading mosfet companies, Fuman is actively leading the industry. At present, the company has strong orders and diverse products.
In addition, Fuman Electronics has carried out a forward-looking strategic layout in the field of RF front-end series chips, and has developed a series of switches, filters, WiFiPA and other series of products, which is expected to become a new growth point for the company’s performance in the future.
BOE plans to acquire CLP Panda two production lines for 12 billion yuan
On the evening of September 23, BOE announced that it planned to acquire an 80.831% stake in CEC Panda Nanjing G8.5 Company (Nanjing Flat Panel Display) and a 51% stake in Chengdu G8.6 Company (Chengdu Display), with an acquisition value of nearly 12 billion yuan. . It is reported that this is the largest merger and acquisition case in the history of the domestic LCD Panel industry.
BOE stated that the company provided a guarantee of no more than 14 billion yuan for this acquisition project, and the actual guarantee amount is subject to the actual signed agreement. After the completion of the acquisition, BOE will become the actual controller of Nanjing G8.5 Company and Chengdu G8.6 Company. The company is responsible for daily operations and can control its decision-making, operation and management according to the company’s wishes.