Global Semiconductor Industry Developments Highlights

1. The International Semiconductor Industry Association has projected that global semiconductor manufacturers will spend $400 billion on equipment over the next three years.

2. The U.S. Department of Commerce will provide Polar Semiconductor with $123 million in subsidies to expand its factory in Minnesota, significantly enhancing its production capacity for power and sensor chips.

3. SK Hynix has begun mass production of the world's first 12-layer HBM3E product, with a capacity of 36GB, which is the highest capacity currently available for HBM.

4. The International Integrated Circuit Exhibition and Conference (IIC Shenzhen 2024) will be held on November 5-6 at Hall 7 of the Shenzhen Convention and Exhibition Center.

5. The "National Anti-U.S. Fishing and Extortion Alliance" has been established at the headquarters of Slkor Semiconductor (www.slkoric.com) in Shenzhen, deciding to continue reporting black lawyer Yang Haijun to the Hunan Justice Department and pursue criminal accountability among five other actions.

6. Micron Technology has reported its fiscal fourth-quarter results for 2024, achieving revenues of $7.75 billion, a year-over-year increase of 93.3%.

China Semiconductor Industry Developments Highlights

1. Beijing Zhongke Guoguang Quantum Technology Co., Ltd. has successfully launched the world's first random number chip— the vacuum noise chip—designed to effectively counter power ripple attacks and other side-channel attacks.

2. The 14th Shenzhen International Mobile Electronics Exhibition (CME) will grandly open from October 20-23 at Hall 13/14 of the Shenzhen Convention and Exhibition Center!

3. Changjiang Electronics Technology has acquired an 80% stake in Shengdie Semiconductor (Shanghai) Co., Ltd. This acquisition will expand Changjiang's market share in the storage and computing electronics sectors and enhance its level of intelligent manufacturing.

4. The 6th STMicroelectronics Industrial Summit will take place in Shenzhen on October 29, featuring in-depth discussions and exchanges about the semiconductor industry aimed at promoting innovation and development.

5. The ribbon-cutting ceremony for Changjiang Microelectronics' high-end manufacturing project for wafer-level micro-system integration was held in Jiangyin, with total investment exceeding 10 billion yuan.

6. The "China Unicorn Enterprises Development Tracking Report" indicates that the total valuation of Chinese unicorn companies rose from nearly $500 billion in 2016 to over $1.2 trillion in 2023.

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