SemiVoice

➀ Photonic Corporation, a global top 10 OEM manufacturer, is investing 6.9 billion USD (about 50 billion RMB) in an electronic component and equipment manufacturing project in Vietnam's Quang Ninh Province.

➁ The project, located in the Song Khoai industrial park, is expected to start production in November 2025 with an annual capacity of over 64 million units.

➂ The project is part of a larger trend of manufacturing industry reconfiguration, with Vietnam becoming a key emerging manufacturing base and attracting global manufacturers.

➀ Photonic Corporation, a global top 10 OEM manufacturer, is investing 6.9 billion USD (about 50 billion RMB) in an electronic component and equipment manufacturing project in Vietnam's Quang Ninh Province.

➁ The project, located in the Song Khoai industrial park, is expected to start production in November 2025 with an annual capacity of over 64 million units.

➂ The project is part of a larger trend of manufacturing industry reconfiguration, with Vietnam becoming a key emerging manufacturing base and attracting global manufacturers.

➀碧桂园 announced a share transfer agreement with Hefei Jianchang Equity Investment Partnership and Changxin Technology Group, selling approximately 1.56% of Changxin Technology's equity for 2 billion RMB;

➁Changxin Technology is the parent company of Changxin Storage, a leading domestic DRAM chip manufacturer in China;

➂Bamboo Forest participated in Changxin Technology's financing in September 2021 and sold its equity in December 2022, valuing Changxin Technology at approximately 128.2 billion RMB.

➀ Intel needs to fill all its fabs to maintain competitiveness in the semiconductor manufacturing field;

➁ TSMC is rapidly expanding its competitive advantage through partnerships with Japan and Europe;

➂ Creating a universal foundry platform alliance would allow other fabs to utilize their manufacturing capabilities, benefiting Intel;

➃ Intel's failed acquisition of Tower Semiconductor due to regulatory hurdles is a missed opportunity;

➄ TSMC's collaboration with Japanese and European companies to build fabs is a strategic move;

➅ Intel needs to transform and consider establishing a universal foundry platform alliance to fill its fabs and packaging facilities.

➀ Samsung and SK Hynix, two major South Korean semiconductor companies, are taking different strategies in the EUV lithography technology field.

➁ Samsung is focusing on improving yields, while SK Hynix is focusing on long-term technological progress.

➂ Samsung has invested heavily in EUV lithography machines aims to maximize the production efficiency of various materials and components used in EUV lithography equipment.

➃ SK Hynix has dissolved its EUV TF and integrated it into the Future Technology Research Institute, emphasizing long-term technological progress.

➀ The U.S. CHIPS Act has been in the works for over four years, costing $53 billion, aiming to revitalize the U.S. economy and compete with China.

➁ The U.S. Commerce Secretary recently criticized the Act, suggesting that trying to stop China is foolish and that the only way to win is by innovating and staying ahead.

➂ The Act has led to significant investments, but challenges like cultural differences and financial issues have hindered progress.

➀ KLA is a dominant player in the front-end measurement equipment industry, providing comprehensive detection, measurement, and data analysis products and services.

➁ KLA's journey includes several key acquisitions that have expanded its business into various sectors of semiconductor equipment.

➂ The Chinese measurement industry is currently fragmented, with many companies focusing on low-end AOI, and the country needs 1-2 strong companies to compete with global leaders like KLA.