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The development of deep re inventing semiconductors and the deployment of high wall barrier chips are just in time
The semiconductor industry has obvious periodicity. ICInsights estimates that the correlation coefficient between the global semiconductor growth and GDP growth in 2019-2024 is 0.90, which shows that the semiconductor industry is highly correlated with the macro-economy. At the same time, the ove...Read more -
From shortage to surplus, what changes have taken place in the auto chip market
“Core shortage” crisis in automobile industry With the advancement of intelligence, the content of semiconductors in cars is increasing, and the dependence on chips is gradually increasing. According to the data of China Automobile Industry Association, in 2012, the numb...Read more -
Europe joins the chip “war”: it plans to use more than 40 billion euros to double its market share
The EU’s semiconductor “ambition” is becoming more determined. On November 23, the news showed that EU countries agreed to allocate more than 40 billion euros to enhance the EU’s semiconductor production capacity. Some media quoted people familiar with the matter as...Read more -
Follow the United States to suppress China? Japanese media: Japanese chip industry will be hit hard!
Recently, the United States has taken unprecedented measures to control its semiconductor exports to China, in an effort to prevent the world’s second largest economy from taking the lead in the technology competition. Washington also called on its allies, including Japan, to follow its exa...Read more -
“Hard” America! The EU suddenly hit 320 billion! How influential is the strong statement of the chip power?
The global “chip war” has become increasingly fierce. Europe has made another big move in the chip field. On November 23 local time, EU member states agreed to invest more than 43 billion euros (about 320 billion yuan) to develop the chip industry, aiming to support the local chip su...Read more -
How can American chips start the “cold winter” when many giants are thundering
On November 13, the Financial Times reported that Qualcomm was pessimistic about the current chip outlook and cut its revenue forecast for this quarter by 25%. According to Akash Palkivala, the chief financial officer of Qualcomm, the chip industry is “moving from a shortage of supply to a ...Read more -
“Lack of core” continues to test the automobile industry: chip supply is not optimistic next year?
The chip shortage problem that has lasted for nearly two years is still affecting the heartstrings of the automobile industry. According to auto forecast solutions, the auto industry data forecasting company, as of October 30, due to the shortage of chips, the global auto market has lost a...Read more -
In Germany, the chip acquisition case was stopped, and there was no winner in the “regrettable” trade protectionism
Beijing Sai Microelectronics Co., Ltd. (hereinafter referred to as “Sai Microelectronics”) did not expect that an acquisition plan that had signed an agreement at the end of last year failed to materialize. On November 10, Sai Microelectronics announced that on the evening of N...Read more -
Mainland chip design manufacturers actively reduce chip performance to avoid US sanctions
The leading manufacturers of memory chips are working hard to overcome the cold winter. Samsung Electronics, SK Hynix and Micron are reducing production, coping with inventory problems, saving capital expenditure, and delaying the progress of advanced technology to cope with the weak demand for m...Read more -
Large memory chip factories collectively “overwinter”
The leading manufacturers of memory chips are working hard to overcome the cold winter. Samsung Electronics, SK Hynix and Micron are reducing production, coping with inventory problems, saving capital expenditure, and delaying the progress of advanced technology to cope with the weak deman...Read more -
1.5 trillion dollars! US Chip Industry Collapses?
In the spring of this year, Americans were full of fantasies about their chip industry. In March, a dumper and bulldozer were under construction in Lijin County, Ohio, USA, where a chip factory will be built in the future. Intel will set up two “wafer factories” there, with a cost of ...Read more -
![[Core Vision] System level OEM: Intel’s turning chips](//cdn.globalso.com/szboyard/b59d-5d0ed0c949c83fbf522b45c370b230051.jpg)
[Core Vision] System level OEM: Intel’s turning chips
The OEM market, which is still in deep water, has been particularly troubled recently. After Samsung said that it would mass produce 1.4nm in 2027 and TSMC might return to the semiconductor throne, Intel also launched a “system level OEM” to strongly assist IDM2.0. At the Intel...Read more
![[Core Vision] System level OEM: Intel’s turning chips](http://cdn.globalso.com/szboyard/b59d-5d0ed0c949c83fbf522b45c370b230051.jpg)