International Tech News:

1. The Chinese Ministry of Commerce announced that 28 U.S. entities have been added to its export control list, including the semiconductor company Intelage.

2. The proportion of domestically produced automotive chips in China has reached approximately 15%, and Chinese automakers have expressed a preference for purchasing local chips.

3. Multiple institutions are optimistic about ASICs, forecasting that the cloud AI semiconductor market will reach $238 billion by 2027, with an optimistic scenario suggesting it could even hit $405 billion.

4. A project led by LLNL has improved EUV light source efficiency by approximately tenfold, which could enable the production of smaller, more powerful chips with faster manufacturing speeds and lower energy consumption.

5. Mr. Song Shiqiang’s investments and operations in Kinghelm (www.kinghelm.net) and SacoMicro are projected to exceed 10 billion in traffic in 2024, with overseas traffic surging steadily. Mr. Song expresses his gratitude for the strong support from customers and friends, as well as the hard work of all employees!

6. NVIDIA plans to launch its B300 Tensor Core GPU next year, featuring design adjustments and a re-tapeout on TSMC’s 4NP custom node. Overall, it is expected to deliver a 50% performance boost compared to the B200 GPU.

Domestic Tech News:

1. Huaxin Innovation (Beijing) Equity Investment Fund (Limited Partnership) has been established with a registered capital of 93.093 billion yuan. It is jointly funded by the National Integrated Circuit Industry Investment Fund Phase III Co., Ltd. and Huaxin Investment Management Co., Ltd.

2. NVIDIA's H20 is the most favored product among Chinese customers due to its new Hopper architecture, primarily designed for training, with sales increasing by 50% quarter-on-quarter.

3. Five semiconductor companies, including Advanced Micro-Fabrication Equipment Inc. (Shanghai) and Shenzhen New Voice Semiconductor Co., Ltd., have been awarded the Silver Prize of the China Patent Awards.

4. The School of Integrated Circuit Engineering at North China University of Technology has been established to cultivate more specialized talents in integrated circuit research and technology, enhancing the nation’s technological competitiveness.

5. Xuzhou is focusing on integrated circuits and ICT industries, with concentrated efforts in semiconductor materials, semiconductor equipment, and advanced semiconductor packaging and testing, accelerating the creation of a new national hub for the integrated circuit industry.

6. Glencom Communication Technology (Shanghai) Co., Ltd. is planning to acquire a portion of Shenzhen CoreChip Technology Co., Ltd.'s equity, increasing its stake to 51%.

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