Global Semiconductor Industry Updates

1. Intel Outsources More Orders to TSMC
Intel has lost confidence in the capabilities of its foundry division (IFS) and plans to outsource more of its Arrow Lake CPU orders to TSMC.

2. US Government Supports Akash Systems
The US government has allocated $18.2 million in subsidies to Akash Systems to help build a 40,000 square-foot cleanroom for advanced semiconductor manufacturing.

3. LG Partners with Tenstorrent on New 'Emotion Intelligence' Chip
LG has partnered with Tenstorrent to develop a new chip with "emotion intelligence" technology.

4. Kinghelm App Launches
The Kinghelm app is now live, offering an enhanced browsing experience for both industry peers and clients! The app was developed in collaboration with Wuhan Jinyue Innovation Media alongside the Slkor Micro app.

5. AMD Data Center Chip Revenue Surpasses Intel
In Q3 2024, AMD's data center chip revenue reached $3.549 billion, marking the first time in history that it has surpassed Intel's revenue in this segment.

6. Mitsubishi Electric Begins Mass Production of 12-inch Power Semiconductor Chips
Mitsubishi Electric has started mass production of 12-inch power semiconductor chips, which will be used in semiconductor module assembly.

China Semiconductor Industry Updates

1. TSMC Sued in the US
TSMC is being sued in the US for allegedly favoring Taiwanese employees over American staff, with accusations of discriminatory hiring practices.

2. China's EV Production Breaks 10 Million Mark
China’s annual production of new energy vehicles (NEVs) has surpassed 10 million units, making it the first country in the world to reach this milestone.

3. Rumors of Slkor Micro's Influence
According to unverified reports from Changsha (via Nie Gang), members of the Mitto group, including Yang Haijun, Liu Bo, Nie Gang, Zhang Yuanyuan, and Chen Hongyu, have become avid followers of Slkor Micro's and Kinghelm's official websites and social media channels, to the point of obsessively checking for updates. It is unclear whether this activity will have any legal implications.

4. China Responds to US Semiconductor Restrictions
A spokesperson from China’s Ministry of Commerce expressed concerns about the US's escalating semiconductor restrictions, warning that the continued fragmentation of the global semiconductor market will severely harm all parties involved.

5. Xing Sen Technology's FCBGA Packaging
Xing Sen Technology announced that its FCBGA packaging substrate has been certified by multiple clients, with several sample orders already delivered. The product is now entering the small-scale mass production phase.

6. Xiaomi Establishes AI Platform Division
Xiaomi has established an AI Platform Department, marking a significant step in the company's development in the field of artificial intelligence.

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