Statement By The China Semiconductor Industry Association On The U.S. Promulgation Of The "Chip And Science Act Of 2022"

Statement by the China Semiconductor Industry Association on the U.S. Promulgation of the "Chip and Science Act of 2022"

Future Semiconductor | Important core news on August 17

future semiconductor

2022-08-17 17:42 Beijing

Open Netease News to view wonderful pictures

# China Semiconductor Industry Association's statement on the introduction of the "2022 Chip and Science Act" in the United States

On August 9, the Biden administration officially signed the "2022 Chips and Science Act" passed by the U.S. Senate and House of Representatives. On the one hand, the law attempts to enhance the advantages of the United States in fields such as chips by providing huge subsidies. On the other hand, it includes provisions that restrict companies receiving subsidies from expanding or building new advanced semiconductor manufacturing capacity in so-called "specific countries" for a period of ten years. . For this reason, on August 17, the China Semiconductor Industry Association issued a statement on the United States' introduction of the "2022 Chip and Science Act": expressing serious concern and firm opposition to this. It runs counter to the consensus of non-discrimination and non-discrimination, and violates the spirit of the statute of the World Semiconductor Council (WSC) that the United States participated in establishing. And hope that the global semiconductor industry will follow the principles of freedom, openness, fairness and non-discrimination, create a stable and healthy market environment, and jointly promote the interests of enterprises and consumers.

# Analyst warning: the winter of the chip industry is coming

News on August 17, according to Bloomberg News, chip companies are preparing for the coming severe recession, and the semiconductor industry will undergo a major shift in the next few months-from the previous record sales surge to the worst in a decade. slide. Analysts at Citigroup even put forward a slightly exaggerated prediction: the industry's decline will be the worst in at least 10 or even 20 years, and every company and every chip category may be affected.

# Morgan Stanley: Memory prices will decline more rapidly in the second half of the year

Morgan Stanley (Big Morgan) Securities warned that due to weak demand, memory prices will decline more rapidly in the second half of the year, and the scope of impact includes the three major memories. The report pointed out that due to weak demand and high inventory levels of manufacturers and clients, the memory supply chain will face huge pressure to destock, causing prices to fall further in the second half of the year, and the severity will be greater than market expectations

# Korean companies issue recession warning to global semiconductor industry

According to a Bloomberg report on August 17, in recent weeks, major chipmakers Micron Technology, Nvidia, Intel, etc. have warned of weak export orders. South Korean giants Samsung Electronics and SK Hynix have said they plan to scale back investment spending, and TSMC, the world's largest foundry chip maker, has expressed similar expectations.

# The US chip industry may be hit again: the growth of cloud computing services is slowing down, and corporate spending is more conservative

In the morning news on August 17, according to reports, cloud computing and data centers have always been the most important source of business for the chip industry, but now they may become its next problem: There are signs that as consumers sign up for cloud computing entertainment Services, a pillar of the U.S. during the COVID-19 pandemic, will also experience slower growth, as companies reconfigure offices.

#Qualcomm CEO An Meng: The future of the semiconductor industry is still bright

In an exclusive interview with Bloomberg Businessweek a few days ago, Qualcomm CEO Anmon said that the semiconductor industry is indeed facing multiple challenges in the short term, but in the long run, the future of the semiconductor industry is still bright. An Meng said that in the short term, the industry is currently facing multiple economic challenges such as inflation, high energy costs, and epidemic containment measures. These challenges may affect the balance of supply and demand, but the overall outlook of the industry will not change. Many industries will undergo digital transformation, and semiconductors are indispensable, such as the mobile phone industry, as well as automobiles, computing, and industry. Anmeng predicts that in the future, terminals will realize more functions through cloud computing, and more intelligent and interconnected foundry circuit boards . These technologies will continue to promote the growth of the semiconductor industry in the next decade.

# Luwei Optoelectronics: Landed on the Science and Technology Innovation Board, plans to raise 405 million yuan, mainly for high-precision semiconductor masks and other projects

On August 17, Shenzhen Luwei Optoelectronics Co., Ltd. was listed on the Science and Technology Innovation Board. This IPO plans to raise 405 million yuan, which is mainly used for high-precision semiconductor masks and large-size flat panel display masks. Expansion projects, The construction project of Luwei Optoelectronics R&D Center and supplementary working capital. Luwei Optoelectronics is committed to the research and development, production and sales of masks. The products are mainly used in industries such as flat panel display, semiconductor, touch control and circuit boards. At present, the company has achieved mass production of semiconductor masks at 250nm process nodes to meet the needs of advanced semiconductor chips. Packaging, semiconductor devices, advanced fingerprint module packaging, high-precision sapphire substrate (PSS) and other product applications; in addition, the company has mastered the core technology of 180nm/150nm node semiconductor mask manufacturing and accumulated certain research results.

# Bo Yang chemical semiconductor and optical special electronic materials project settled in Tongling, Anhui

News from Tongling Economic and Technological Development Zone shows that Suzhou Boyang Chemical Co., Ltd.’s semiconductor and optical electronic materials project has signed a contract to settle in Tongling Economic and Technological Development Zone, Anhui. The project produces special wet electronic chemicals suitable for the manufacturing process of semiconductor (TR, IC), FPD flat panel display, etc. - ultra-clean and high-purity reagents, photoresist supporting reagents, and some products have reached the highest international standard G5 level.

# Suntec Semiconductor completed 100 million-level financing

Recently, Suntec Semiconductor Technology (Shanghai) Co., Ltd. completed 100 million-level financing. This round of investment was jointly completed by Hillhouse Capital, Yongxin Capital, and Guangdong Hengyitai. Yongxin Ark Capital reported that Suntec Semiconductor was established in 2016. It is an equipment provider focusing on the R&D, production and sales of special equipment in the field of packaging and testing in the semiconductor industry. Its products are mainly used to meet domestic and foreign semiconductor packaging requirements. Test manufacturers have demand for integrated circuit packaging and testing and other mechanical automation production, so as to improve the production efficiency of semiconductor packaging and testing, and ensure the quality and application effect of semiconductor products.

# Hidden Crown Semiconductor: Completed a strategic round of financing of over 200 million yuan, and continued to deepen the research and development of semiconductor high-end precision equipment

Recently, the strategic round financing of Hidden Crown Semiconductor, an investment company of Haiwang Capital, successfully completed the signing. Hidden Crown Semiconductor’s strategic round of financing is led by CCB Investment and Juntong Capital, and angel investor Jizi Investment once again over-proportionally followed the investment. Yida Capital, Cornerstone Capital, Jucheng Investment, Fujian Zhanxin and Lishi Investment and other well-known Investment institutions followed up with the investment, and the total transaction amount exceeded 200 million yuan. This strategic round is the third round of financing of Yinguan Semiconductor. The successful completion of this round will help Yinguan continue to deepen the research and development of high-end semiconductor precision equipment, accelerate the construction of production line capacity, expand the market and gather talents.

# SMIC: Very optimistic about the long-term plan of China's chip foundry will not change

On August 16, SMIC stated in a survey that it will be optimistic about the development of the domestic chip foundry industry for a long time, and will maintain a long-term capacity expansion plan in the future. SMIC said that in the mid-to-long term, the development prospects of the global semiconductor industry, especially China's domestic foundry industry, are huge, and we are very optimistic. The company's development is still relatively cautious. We will not change the long-term production capacity expansion, development and construction plan, and the investment intensity should remain stable.

# Wingtech Technology: IGBT is in the testing and verification stage, and nearly half of Anexperia’s packaging and testing business revenue comes from automotive customers

Wingtech Technology stated on the investor interaction platform on August 17 that the company's IGBT is in the testing and verification stage. Since 2021, the growth of the company's semiconductor business revenue has mainly come from the existing product line. The company is trying to improve the operating performance of the existing product line while manufacturing circuit boards and developing new categories. Nexperia, a subsidiary of the company, is an IDM model. Most of its automotive-grade packaging and testing production lines meet the strict certification standards and quality requirements of the automotive industry. Nearly half of its revenue comes from automotive customers.

#高新发展Controlling shareholder and Best Fund jointly set up a semiconductor industry M&A fund

On August 16, Gaoxin Development issued an announcement on the joint establishment of a semiconductor industry M&A fund by the controlling shareholder and the company's shareholding companies. According to the disclosure, High-tech Development’s controlling shareholder, Gaotou Group, intends to jointly initiate the establishment of a semiconductor industry M&A fund with Chengdu Better Private Equity Fund Management Co., Ltd., a joint-stock company of High-tech Development. It is to continuously cultivate and reserve high-quality M&A targets for high-tech development around the power semiconductor industry chain, to expand and strengthen the main business of power semiconductors, and strive to build high-tech development into a high-quality listed company with a leading position and strong influence in the semiconductor segment. The total subscription scale of the fund is RMB 2.973 billion.

# Guoxing Optoelectronics intends to acquire 99.88% equity of Fenghua Xindian for 269 million yuan

On August 12, Nationstar Optoelectronics announced that the company plans to acquire Guangdong Fenghua Core Electric Technology Co., Ltd. (hereinafter referred to as: Fenghua Core) held by Guangdong Fenghua High-tech Co., Ltd. Electricity) 99.87695% equity. Fenghua Xindian is a national high-tech enterprise specializing in the research and development, production and sales of semiconductor discrete devices and integrated circuits. Its products are mainly used in lighting circuits, consumer electronics, computers, communications and telecommunications, industrial automation systems, and automotive electronics. classes and other fields.

# Great Wall Motors invested in the construction of the third-generation semiconductor module packaging and testing manufacturing base

On August 16, Great Wall Holdings signed a strategic cooperation agreement with Jiangsu Xishan Economic and Technological Development Zone. Wuxi Jidian Solar Technology Co., Ltd. (hereinafter referred to as "Jidan Solar") global headquarters and perovskite innovation industry base project, Great Wall's Honeycomb Yichuang third-generation semiconductor module packaging and testing manufacturing base project landed in Xishan Economic and Technological Development Zone, The planned investment is 3.8 billion yuan.

# Apple may become the first customer of TSMC's 3nm chips by the end of this year

According to the Taiwan media Business Times, recent news that TSMC may delay the construction of 3nm production capacity has been frequent, but TSMC reiterated that the expansion of 3nm production will continue as originally planned. Industry insiders pointed out that by the end of this year, Apple will be the first customer to adopt 3nm wafer casting. According to industry insiders and Apple’s production chain industry sources, Apple will adopt TSMC’s 3nm chip for the first time in the second half of the year. The first product may be the M2 Pro processor, and next year will include the new dedicated A17 application processor, as well as the M2 and M3 series processors. , will be imported into TSMC's 3-nanometer casting.

# MediaTek 5G chip through satellite networking experiment

According to Juheng.com, MediaTek announced today (17th) that smartphones equipped with MediaTek 5GNR NTN satellite networking function chips have successfully connected to satellites in laboratory environment tests. This is the first time that 5G mobile phones support non-terrestrial networks. Two-way data transfer. ‎This test follows the functions and procedures defined by the 5G International Standards Organization 3GPP Rel-17 specification, using MediaTek's 5GNR NTN satellite network function mobile communication chip, coupled with Rod Schwartz's low-orbit satellite channel simulator and the ITRI developed The test base station simulates a low-orbit satellite with an altitude of 600 kilometers and a moving speed of up to 27,000 kilometers per hour in the laboratory.

# Samsung Electronics will launch 236-layer NAND flash memory this year

According to reports, Samsung Electronics will release 236-layer NAND flash memory products within this year. In addition, it also plans to open a new research and development center this month, responsible for the development of more advanced NAND flash memory products.

# Google bots can follow simple commands to perform more complex tasks

Researchers at Google Labs recently demonstrated new robotic skills by making hamburgers out of a variety of plastic toy ingredients. The robot understands the cooking process and knows to add ketchup after the meat and before the lettuce, but it thinks the correct way to do it is to put the whole bottle in the burger. While the robot won't be a smart chef anytime soon, it represents a major breakthrough, as Google claims.

# China's post-80s star scientist won the American award, and the right to speak in the quantum field has been further enhanced

According to relevant media reports, the American Physical Society recently announced the award of the 2021 "Landauer-Bennett Quantum Computing Award" to Professor Lu Chaoyang, a star scientist born in the 1980s of the University of Science and Technology of China, in recognition of his outstanding contributions in the quantum field. As soon as this news came out, there was a lot of discussion from the outside world, and China's right to speak in the quantum field has been further improved. This is undoubtedly a timely help for China's current science and technology field.

# US researchers have developed a nanoscale quantum sensor that can detect any frequency

Researchers at the Massachusetts Institute of Technology have developed a method that enables quantum sensors to detect arbitrary frequencies and measure nanoscale features. The new system the team designed, called a quantum mixer, uses a beam of microwaves to inject a second frequency into a detector, translating the frequency of the target field into a different frequency, based on the difference between the original frequency and the frequency of the added signal, This frequency is tuned to the specific frequency to which the detector is most sensitive. This simple process enables the detector to be perfectly localized at any desired frequency without loss of the sensor's nanometer-scale spatial resolution. The researchers say the system could open up new applications in biomedicine because it enables a range of frequencies of electrical or magnetic activity at the level of individual cells. However, effective resolution of such signals is difficult to obtain using current quantum sensing systems. The team is currently exploring ways to expand the system to detect a range of frequencies simultaneously. The study was published in the journal X.