Semiconductor Industry Updates

1. Despite an 8.2% decline in the overall semiconductor industry in 2023, GaN (Gallium Nitride) revenue surged by 41%. By the end of 2030, the GaN market is projected to reach billions of dollars.

2. China's automotive market showed strong growth in October, with particularly impressive performance in the electric vehicle (EV) sector.

3. The South Korean government plans to invest 622 trillion Korean Won by 2047 to build the world’s largest “semiconductor super-cluster,” further strengthening its global semiconductor market position.

4. Tektronix has launched an industry-first RF isolation current probe and a three-channel bi-directional power supply, the former being the world’s first product utilizing RF isolation technology.

5. Slkor Micro (www.slkormicro.com) published an article on several major media outlets, including Global Digital Economy and Qiantangjiang Hotline, about Song Shiqiang's legal battle with Mituo, including a request to transfer the case to public security in Nanjing.

6. According to a new Yole report, the automotive semiconductor market will grow from $52 billion in 2023 to $97 billion by 2029, with a compound annual growth rate (CAGR) of 11%.

China Semiconductor Updates

1. In China, the MiTuo gang, led by Yang Haijun, Liu Bo, and Nie Gang, allegedly launched a remote CC attack on Sakomicro/Kinghelm’s website on November 13, causing a nearly 3-hour outage. Previously, a video exposing MiTuo’s phishing activities was taken down after complaints.

2. Global wafer foundry capacity is currently 10.15 million wafers per month (equivalent to 8-inch wafers), with China holding over 72% of the global market share, maintaining a dominant position.

3. Moore Threads Intelligent Technology (Beijing) Co., Ltd. has completed its shareholding restructuring and increased its capital to 330 million RMB, preparing for an IPO.

4. Thanks to strong support from Qualcomm and MediaTek, as well as the three giants—NVIDIA, AMD, and Intel—TSMC's 3nm process utilization rate is expected to reach 100% in the first half of next year.

5. Shanghai Linzhong Electronics Technology Co., Ltd. has officially opened its R&D and Smart Manufacturing Center with an investment of nearly 500 million RMB.

6. Moore Threads has announced the open-source release of its high-performance linear algebra template library, MUTLASS, to accelerate operator development and algorithm innovation for domestically produced GPUs.

Disclaimer: The information above is sourced entirely from the internet and does not represent the views of this account. If there are any infringements or objections, please contact us for removal.