Global Semiconductor Industry Updates

1. There was no change in the rankings of the top 10 foundry revenue earners for Q3 2024. TSMC remains the leader with a market share of nearly 65%.

2. Microchip Technology has decided to suspend its application for semiconductor subsidies under the CHIPS Act, becoming the first semiconductor company to halt its application for this subsidy.

3. The Ministry of Commerce of China has decided to strengthen export controls on dual-use items related to gallium, germanium, antimony, graphite, and superhard materials to the United States.

4. The China Semiconductor Industry Association, China Association of Automobile Manufacturers, China Communications Enterprise Association, and China Internet Association have all issued statements advising domestic companies to be cautious when purchasing U.S. chips.

5. The 2024 “Chuan-Yu Tongxin” Annual Conference will be held on December 28 at the Wuzhou Hotel. Mr. Song Shiqiang proposed that Kinghelm and Slkor’s four official websites (www.kinghelm.com.cn, www.slkormicro.com, www.kinghelm.net, www.slkoric.com) work together to promote the conference worldwide, providing free publicity for the attending companies. This proposal has received unanimous support and praise from business leaders.

6. Given the tightening of U.S. chip restrictions, Cisco may prohibit suppliers from providing products manufactured in mainland China.

China Semiconductor Industry Updates

1. Changsha Mituo has initiated peace talks after facing strong retaliation, but the affected company has stated that they will fight to the end, taking the case to court and referring it to the police! We must not let Yang Haijun and Zhang Yuanyuan escape!

2. China has released the second batch of automotive chip white list, covering 10 categories of chips in various applications, including body, chassis, power, cabin, intelligent driving, and vehicle control.

3. China Telecom has officially launched the nation's most powerful superconducting quantum computer, "Tianyan-504," which was developed based on the "Xiao Hong" chip.

4. China Mobile Research Institute has announced significant advancements in hollow-core fiber and transmission systems, with hollow-core fiber expected to reshape the global development landscape of optical communication technology and industry for the next fifty years.

5. Foxconn subsidiary Foxconn Assembly LLC will invest $33.03 million to acquire land and a factory in Harris County, Texas, USA.

6. The integrated circuit industry in Jinjiang, Fujian has gained momentum, with over 50 IC industry projects settled in the region, totaling investments exceeding 100 billion yuan.