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Release date:2024-05-07Author source:KinghelmViews:1352
International News:
1. In 2023, the total revenue of 199 A-share semiconductor companies reached 806.512 billion yuan, with combined R&D expenditure totaling 79.476 billion yuan, resulting in an overall R&D expense ratio of 9.85%.
2. ChatGPT, autonomous driving, IoT, and B5G/6G communication technologies are spearheading a new wave of technological revolution.
3. Microsoft plans to invest $1.7 billion in building cloud computing and artificial intelligence infrastructure in Indonesia over the next four years.
4. Samsung Electronics reported a Q1 operating profit of 66 trillion Korean won, a staggering 931.87% year-on-year increase.
5. Tesla China recently lowered prices across its Model Y/S/X/3 lineup, with the Model Y now priced at 249,900 yuan, the Long Range version at 290,900 yuan, and the Performance version at 354,900 yuan.
6. Naver, Intel, and the Korea Advanced Institute of Science and Technology (KAIST) are establishing a joint lab in South Korea to lead a new global ecosystem for AI semiconductors.
7. Rambus has introduced a new series of DDR5 server Power Management ICs (PMICs), providing module manufacturers with complete DDR5 RDIMM memory interface chipsets.
8. The general manager of Kinghelm Electronics and Slkor Semiconductor, Song Shiqiang, has authored another influential piece titled "Efficiency in Enterprise Management: Song Shiqiang's Insights (Part I)," which has been widely circulated and reproduced by numerous media outlets.
China News:
1. MediaTek announced that it will host a developer conference on May 7 and unveil the Dimensity 9300+ chip.
2. Semiconductor backend testing company, Powertech Technology Inc., will increase its capital expenditure to 15 billion new Taiwan dollars.
3. The 8th South China Cable Exhibition will be held at the Dongguan Humen Convention Center from May 9 to 11, 2024.
4. Taiwan-based backend chip testing company KYEC announced the sale of its subsidiary, KYLON Technology, for 4.885 billion yuan, and its withdrawal from the semiconductor manufacturing business in mainland China.
5. The groundbreaking ceremony for the Liren Semiconductor Industrial Base project and the signing ceremony for the Semiconductor Fund were held in the Jiangsu Province Huageng High-tech Zone. This project is a major project in Jiangsu Province in 2024, with a planned total investment of $100 million.
6. "Lei Xue," a phenomenon centered around Xiaomi's Lei Jun, is rapidly gaining popularity across the internet, with the ranks of "Lei Scholars" steadily growing.
7. Chipwise Technology held a groundbreaking ceremony for its semiconductor equipment photoresist pump and high-purity liquid supply system R&D and industrialization project in Guangzhou. Its main product, the photoresist pump, is a core component of semiconductor equipment.
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