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➀ New Heng Hui Electronic Co., Ltd. (New Heng Hui) has been granted the approval for its initial public offering by the China Securities Regulatory Commission, with the company expected to be listed on the A-share market soon.

➁ New Heng Hui is the leading enterprise in the field of intelligent card packaging materials globally, focusing on intelligent card packaging materials and packaging and testing services. Its core product, flexible lead frame, is a key material for intelligent card chip packaging, directly affecting the cost and performance of intelligent card modules.

➂ Yu Renrong, the controlling shareholder of Shanghai Weil股份 and the largest shareholder of New Heng Hui, acquired New Heng Hui in 2018. New Heng Hui has been listed on the Shanghai Stock Exchange on March 22, 2023.

➀ Infineon and Innosilicon have announced a strategic collaboration for 8-inch GaN wafer manufacturing, potentially reshaping the power semiconductor industry.

➁ The partnership aims to enhance GaN power solution performance and supply chain resilience, with a focus on widespread application in consumer electronics, data centers, automotive, and industrial power systems.

➂ The collaboration will leverage the manufacturing capacities of both companies, with Innosilicon using Infineon's overseas and vice versa, to expand the GaN product portfolio and market supply capabilities.

➀ GlobalFoundries has been in contact with UMC regarding a potential merger, exploring a partnership two years ago but without progress.

➁ The proposed merger aims to create a larger wafer fabrication company, ensuring the supply of mature process chips in the US and investing in R&D.

➂ UMC and GlobalFoundries rank fourth and fifth in the wafer fabrication market with 5.5% and 4.7% shares respectively in Q4 2024.

➃ The combined revenue would reach $3.7 billion, potentially surpassing Samsung to become the second-largest wafer foundry after TSMC.

➄ Both companies have complementary process technologies and a production footprint across three continents.

➅ The merger faces challenges such as antitrust reviews by regulatory departments and handling agreements with Intel.

➆ UMC responded to the rumors by stating that there are no ongoing merger cases.

➀ Jiang Shangyi, former Co-CEO of TSMC, openly discussed Intel's chip manufacturing challenges in a speech in Taiwan.

➁ He suggested that Intel should adopt mature chip manufacturing processes to compete, as it is far behind TSMC and unable to catch up.

➂ Jiang believes that Intel, once the 'king' of the chip industry, is now a 'minor player' and should merge with a company specializing in mass production of mature chip technology.

➀ Texas Instruments announced layoffs after receiving a $1.61 billion chip subsidy;

➁ The layoffs are part of a reform measure to support long-term operational plans, including job cuts at a factory near Tampa Bay Highway;

➂ Texas Instruments did not disclose the number of employees laid off, but said the figure was below the WARN Act notification threshold;

➃ The company received $9 billion for its Texas business and $7 billion for its Utah business as part of the $16.1 billion funding from the U.S. Department of Commerce;

➄ Despite the layoffs, Texas Instruments maintains its plan to build a second factory in Utah, but market concerns persist over the weakness of the analog chip market;

➅ Texas Instruments' fourth-quarter revenue was $4.01 billion, down about 2% year-on-year, and net profit was $1.205 billion, down 12% year-on-year;

➆ The company's embedded processing business revenue declined 18% year-on-year to $613 million, while other departments' revenue increased 7.3% year-on-year to $220 million.

➀ Shanghai Yachuang Electronics Group Co., Ltd. plans to up to 200 million yuan in Shanghai Analog Semiconductor Technology Co., Ltd.;

➁ Yachuang Electronics has been focusing on the automotive, industrial, and power sectors, and is a well-known domestic agent and provider of automotive entertainment navigation solutions;

➂ Analog Semiconductor, founded in 2018, specializes in chip design for automotive intelligent driving linear products, and data converters, mainly targeting industrial and automotive markets.

➀ Jinfengshan Lab achieves global first 8-inch silicon-based polar GaN substrate;

➁ China's first 100nm high-performance GaN flow PDK platform;

➂ 20-meter long-distance wireless energy transmission technology;

➃ Breakthrough in GaN material, device, and industrial application;

➄ Enabling 'instant charging' for mobile phones and 'while-driving charging' for electric vehicles;

➅ Accelerating the localization of high-end devices such as 6G base stations and autonomous driving radars.

➀ SEMICON China 2025 opened in Shanghai, with New Kai Lai participating for the first time to connect with downstream manufacturers.

➁ New Kai Lai's booth was a hit at the show, featuring a unique and stylish exhibition area that combined technology and fashion, attracting a lot of attention.

➂ The company showcased several upcoming products, including PVD, CVD, ALD for thin film products, RTP, EPI for diffusion equipment, ETCH for etching products, and various optical detection and measurement products.

➀ The era of embedded storage requires;

➁ The challenges of UFS testing in product development and verification;

➂ The differences between UFS and SSD testing, including platforms, system environments, and drivers;

➃ Introduction of Thunder Bird (T-Bird) as a professional UFS testing platform;

➄ Features of T-Bird: high performance, comprehensive coverage, one-stop testing solution, high reliability, and application scenarios;

➅ Contribution of T-Bird to UFS testing technology development and its benefits to embedded storage development and application enterprises.

➀ The global EV market growth has slowed down, leading to overcapacity in power semiconductors with inventory turnover days increasing by 18%.

➁ Major companies like Infineon, ON Semiconductor, STMicroelectronics, and Renesas are downsizing or adjusting jobs.

➂ Chinese manufacturers, such as BYD and Yue Xin Semiconductor, are launching new factories and producing high-performance products.

➃ Infineon initiates the 'Step Up' plan and Japanese companies invest jointly.

➄ China's market and AI become future bright spots for some companies.

➀ At 60, Yin Zhizao, the 'Father of China's Chip Etching Machine', returned to China from Silicon Valley, restarting his career with Chinese chip development.

➁ After years of effort, Yin and his team developed China's first domestically produced etching machine, breaking the foreign monopoly.

➂ Despite facing lawsuits and challenges from former employers, Yin's company, Microelectronics, achieved significant breakthroughs in chip etching technology, propelling China from a follower to a leader in the industry.

➀ Large Language Models (LLMs) have revolutionized the field of natural language processing (NLP) with their breakthroughs, leading to a new wave of technological progress. These models, however, are traditionally deployed on cloud servers, which bring challenges such as network latency, data security, and continuous internet connectivity requirements, limiting their widespread application and user experience.

➁ Storage computing integrates storage and computing, adding computing capabilities to the memory to perform two-dimensional and three-dimensional matrix calculations. It can effectively overcome the bottleneck of the von Neumann architecture and achieve a significant increase in computing energy efficiency.

➂ There are three types of storage computing: Proximity Memory Computing (PNM), In-Memory Processing (PIM), and In-Memory Computing (CIM). Each type has its own advantages and is suitable for different application scenarios.

➀ The global market growth of electric vehicles (EVs) is slowing down, leading to layoffs in the semiconductor industry.

➁ Infineon, the world's largest semiconductor power company, plans to lay off 1400 people and adjust the positions of another 1400.

➂ The rise of Chinese manufacturers, such as BYD, is also impacting the industry, with companies like Renesas Electronics delaying investments.

➀ The market is currently experiencing a cold wind due to the upcoming US equivalent tariff policy on April 2nd.

➁ Three sectors are worth paying attention to: financial, resources, and chip equipment.

➂ The chip equipment sector has seen several positive developments, including the acquisition of a semiconductor testing equipment company by the National Integrated Circuit Fund and the participation of a new chip equipment company with a mysterious background in an international semiconductor exhibition.

➃ It is expected that domestic advanced G-line machines have passed the acceptance test and will enter mass production next year.

➄ The domestic advanced chip production line is expected to have a significant impact on the global chip industry.

➀ TSMC, founded in 1987, has become a global leader in semiconductor manufacturing.

➁ TSMC's 2nm process technology is set to enter mass production this year.

➂ Engineers at TSMC work in a highly specialized and continuous environment, facing various complex challenges.

➃ TSMC's corporate culture is influenced by Asian Confucianism, emphasizing discipline, professionalism, and respect for the elderly.

➄ TSMC has launched a 2025 campus recruitment plan to hire about 8,000 new employees.

➀ The 2025 China Generative AI Conference (Beijing) is set to take place in Beijing on April 1-2, featuring 45+ key speakers.

➁ The conference focuses on the theme 'Big Turn, New Journey' and aims to showcase significant advancements in domestic generative AI.

➂ The event includes a main forum, application forums, and technical seminars on deep learning and AI agents.

➀ Yu Renrong, the founder and CEO of Weilai Electronics, sold 100 shares, signaling his intentions regarding Beijing Junzheng.

➁ Weilai Electronics reported impressive financial results in 2024, with revenue exceeding 25 billion yuan and a profit growth of over 2199.15%.

➂ Beijing Junzheng, a semiconductor design company, saw its revenue decline from over 5.2 billion yuan in 2021 to just over 4.5 billion yuan in 2023.

➀ China Mobile and ZTE visited Jiangbolong's storage industrial park for research and discussions on storage technology innovation and industrial collaboration.

➁ The visit included an in-depth look at the history of storage technology and a tour of the storage production line.

➂ Jiangbolong showcased its full-stack capabilities in storage, including in-house research and development in IP, main control chips, hardware design, firmware programs, industrial design, testing tools, production machines, and digital systems.

➀ Summary of various EDA tools for analog circuit design, including schematic design, simulation, SPICE model generation, transistor characteristics simulation, layout design, parasitic parameter extraction, LVS, IR-drop analysis, DRC, post-layout simulation, and mixed-signal simulation.

➁ Comparison of domestic and foreign manufacturers, highlighting the leading role of Cadence, Synopsys, and Mentor in the global market and the rapid growth of domestic companies like Hua Da Ji Tian and Guolun Electronics.

➂ Discussion on the challenges and opportunities in the analog chip design field, with a focus on AI-driven automation design and the construction of a domestic process ecosystem.

➀ Multiple SiC companies, including Yangjie Technology, Chongqing Tianke, Tuopu Electronics, and Zhonghengwei, are collaborating to advance the research and production of SiC products.

➁ Zhonghengwei Semiconductor has signed a strategic cooperation agreement with Xinhua Semiconductor to focus on SiC wafer manufacturing and module packaging, aiming to achieve a full-chain technical closed loop.

➂ Chongqing Tianke, Pengjin High-tech, and Shangyangtong Technology are working together to develop power device processes based on 8-inch epitax wafers.

➃ Yangjie Technology has signed strategic cooperation意向s with Puxing Electronics and Hantiancheng to create an efficient SiC supply chain.

➄ Tuopu Electronics and Pu Zhou City Industrial Bank have established a joint venture to focus on ultra-high-voltage SiC power chip projects.

➀ SoftBank announced a significant acquisition, purchasing US server CPU company Ampere Computing for $6.5 billion in cash, expected to be completed by the second half of 2025;

➁ Ampere, founded by former Intel executives in 2017, specializes in designing chips for Arm architecture servers and has early customers like Microsoft, Google, ByteDance, and Tencent;

➂ Despite facing financial challenges with three years of cumulative losses of nearly 14 billion RMB, Ampere's technical strength and market potential attracted SoftBank's attention.

➀ Si-MRM is an ideal device for optical communication, interconnect, computing, and microwave photonics due to its compact size, low drive voltage, and high bandwidth.

➁ High linearity is crucial for special applications like analog optical links and high-precision optical computing.

➂ MOSCAP structure improves Si MRM linearity by enhancing the capacitance density and linearly accumulating charge with gate voltage, which compensates for the nonlinear Lorentz transmission curve of the MRM.

➃ MOSCAP Si MRM demonstrates excellent linearity and a high SFDR of 106 dB·Hz²/³.

➄ University of Southampton and HPE have also developed MOSCAP MRM structures with notable performance improvements.

➀ The historical development of Japan's electronics industry from the Meiji Restoration to the present day, focusing on the rise and fall of key companies like Sony, Panasonic, and Toshiba.

➁ The impact of the internet and smartphones on the global supply chain and the decline of Japan's consumer electronics industry.

➂ The strategic transformation of Japanese electronics brands and new positions in the international division of labor.

➀ Bestech Micro's 2024 revenue reached 6.88 billion yuan, a year-on-year increase of 18.98%;

➁ Non-GAAP net profit was -46.28 million yuan, and the company's profitability was poor due to a decline in operating income;

➂ The main reasons for the company's continuous losses despite increased revenue are intense market competition and insufficient R&D investment.

➀ Huawei Noah's Ark Lab undergoes leadership change with new director, Wang Yunhe, a 90-year-old successor to Yao Jun;

➁ Yao Jun, the former director, has an extensive background in AI research, including deep learning and AI hetero-systems;

➂ Wang Yunhe has a strong academic and professional background in AI, including deep learning, model compression, and computer vision, and has been involved in significant projects at Huawei.

➀ The Changan-SIDA SiC project, a joint venture between Changan's Deep Blue Auto and SIDA Semiconductor, is set to begin production with an initial capacity of 1.8 units.

➁ The project is expected to reach full production in June, with a first-phase capacity of 500,000 units and a second-phase capacity of 1.8 million units.

➂ SIDA Semiconductor, founded in 2005, specializes in the design, research, production, and sales of IGBT and SiC power semiconductor chips and modules.

➀ Huada Jiutian plans to acquire the controlling stake of Chip and Semiconductor through the issuance of shares and cash payment.

➁ Huada Jiutian is committed to becoming a leading EDA provider in the global market.

➂ Chip and Semiconductor aims to create a full-stack EDA platform for the AI era, covering chip, packaging, module, PCB board-level, interconnection, and整机 system.

➀ Briefly introduces ADC (Analog to Digital Converter) and its basic functions;

➁ Discusses the author's personal experience with SAR ADC and the importance of engineering experience over theory;

➂ Explains the three main steps of ADC: sampling, quantization, and coding;

➃ Describes various ADC specifications and classifications, including static and dynamic parameters, and different types of ADC structures such as full-flash, two-step, pipeline, integrating, successive approximation, and sigma-delta ADCs.

➀ Chen Liwu, 65, has been appointed as the new CEO of Intel, marking the first time in Intel's 57-year history that a Chinese has held the position.

➁ Chen is known as the 'Father of Chip Venture Capital' and has founded Walden International, managing over $3 billion in capital and investing in over 500 companies, including many semiconductor companies.

➂ Intel has faced challenges such as declining revenue and market share loss in recent years, prompting the appointment of Chen to lead a strategic shift.

➀ The legendary futures trader Guo Yanchao enters the chip industry, investing in Beijing Chenzhi Semiconductor Technology Co., Ltd., and stirring up the chip market.

➁ The shift to centralized architecture in automotive electronics is challenging the current landscape, with domestic players struggling to replace imported central domain controller chips.

➂ Chenzhi Semiconductor, with its high-level ASIL-D automotive chips and experienced team, aims to compete with international giants and become a key player in the domestic substitution of chips.