XinShop Electronics Co., Ltd

16/09/2022

Today's summary:

1. I have received more than 6,000 resumes, and the Aiji micro-autumn recruitment report has been released! These professional graduates are enthusiastic.

2. The future of AI on the end edge

3. Ren Kai, vice president of Huaxin Investment of GP, was taken away for investigation

4. [Core Vision] "Cold air" invades TSMC? Behind it is the truth of two major industries.

The decline in 5 or 6 years is as high as 47%! Taiwanese enterprises' investment in mainland China is declining rapidly.

6. The United States may soon issue a foreign high-tech investment control order, at least targeting semiconductors and artificial intelligence.

7. Investment in semiconductors in India continues to increase, and may benefit from the U.S. chip bill in the future.

8. [Big Boss Investment] Light Speed China Zhu Jia: China's semiconductor industry has entered the deep water area, and innovative hard technology is the focus.
link:https://lnkd.in/gQT7mAfY

13/09/2022

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09/09/2022

IC of the wind:
1. The U.S. Department of Commerce will announce the "Chip Act" subsidy guidance plan and set up a steering group in February next year.

2. Intel: At present, there are no plans to build a semiconductor chip factory in India.

3. Indian Minister of Road, Transport and Highways: Intel will set up a semiconductor chip factory in India

4. Have you been cut off by a major customer? TSMC: The production capacity is tight this year

5. Morse Microelectronics received $140 million in Series B financing to accelerate the marketization of Wi-Fi HaLow chips.

6. The head of Samsung's semiconductor business warns that the installation of new equipment in factories in mainland China may be hindered.

7. Applied Materials appoints Jeff Bodner as vice president of the company

8. For 11 consecutive months, Unicom's revenue reached 25.346 billion NT dollars in August

9. Weekly dynamics of overseas chip stocks: Rum and NXP in IDM factories will increase prices. TSMC's utilization rate of advanced nodes is declining due to cutting orders.
link: https://lnkd.in/gNi9-dnT

08/09/2022

IC of the wind:
1. The U.S. Department of Commerce will announce the "Chip Act" subsidy guidance plan and set up a steering group in February next year.

2. Intel: At present, there are no plans to build a semiconductor chip factory in India.

3. Indian Minister of Road, Transport and Highways: Intel will set up a semiconductor chip factory in India

4. Have you been cut off by a major customer? TSMC: The production capacity is tight this year

5. Morse Microelectronics received $140 million in Series B financing to accelerate the marketization of Wi-Fi HaLow chips.

6. The head of Samsung's semiconductor business warns that the installation of new equipment in factories in mainland China may be hindered.

7. Applied Materials appoints Jeff Bodner as vice president of the company

8. For 11 consecutive months, Unicom's revenue reached 25.346 billion NT dollars in August

9. Weekly dynamics of overseas chip stocks: Rum and NXP in IDM factories will increase prices. TSMC's utilization rate of advanced nodes is declining due to cutting orders.
link: https://lnkd.in/gNi9-dnT

29/08/2022

There is no doubt that the chip bill is not only one of the most important bills signed by Biden in his life, but will also greatly affect the development of chips in the United States in the next decade, and even reshape the global chip pattern. At this historic moment on August 9, 2022, Biden attended the signing ceremony with the CEOs of Intel, Micron, AMD and other chip giants. This far-reaching bill not only benefits the contemporary American chip industry, but also plans to popularize microelectronics to primary, secondary schools, undergraduates and graduate students in the United States, and set up projects to give the next generation of semiconductor-based learning programs in the United States. The so-called ten years of trees, a hundred years of people, this fundamentally cultivated measure ensures that the United States can have a continuous stream of semiconductor talents, thus maintaining a leading position in the world.
Link：https://mp.weixin.qq.com/s/K6rbTz2oyv7ddqN1o2Wn0w?v_p=90&WBAPIAnalysisOriUICodes=10001344_10000003_10000003_10000002&launchid=default&wm=3333_2001&aid=01Ay8LOXljDB9zXuCIcSstEAvmlUlscIOS0wJNg9R1-dB880A.&from=10C8393010

25/08/2022

1. It is reported that the price of some OEM processes will be increased by 8% in 2023.

2. Intel reveals that 3D stacked chips are scheduled to be launched in 2023

3. It is rumored that the price of NAND flash memory will fall further in the second half of the year, down nearly 20% in the quarter.

4. LG Display and SK Hynix will jointly develop Micro OLED

5. Exports of ICT products such as South Korea semiconductors are sluggish and may continue to decline in the second half of the year.

6. Power transmission and power supply are visiting India to explore investment opportunities.

7. $110 million in default? RF front-end demand is weak, Qorvo cuts single power supply

8. Facing severe challenges! Intel Ohio chip factory plans to hire 7,000 construction workers

9. Weekly dynamics of overseas chip stocks: The quotation of the transmission core may be raised next year. Unicom will take orders from large factories such as Infineon and TI.
link:

【涨价】传格芯2023年将对部分代工工艺提价8%；英特尔:3D堆叠芯片计划于2023年上市；韩国半导体等ICT产品出口低迷

23/08/2022

【 Core events 】 The fourth batch of special special new IC "little giant" : Midwest, northeast nearly 150 companies on the list

2. Along with the "great era" of energy revolution, CNIC Micro makes full efforts in the new energy vehicle market

3. The net profit of Guomic Technology increased by more than 18 times in the first half of the year

4. Us governor visits Taiwan, China to discuss semiconductor supply chain and personnel exchange and cooperation

5. Smartphone shipments in North America in Q2 2022 were 35.4 million units, down 6.4% year over year

6. Bump into iPhone14? Ming-chi Kuo: Huawei's Mate50 release is encouraging the high-end phone market

7. Taking folding screens to the mainstream, Samsung released the Galaxy Z Fold4

web page link:

美国州长窜访中国台湾,讨论半导体供应链及人才交流合作；纳芯微全面发力新能源汽车市场；国芯科技上半年净利增长逾18倍