weixin
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October 10
- Samsung to Lay Off Thousands Globally: Senior Executives in South Korea Face the Axe
微信公众号
➀ Samsung is planning to lay off thousands of employees globally, targeting around 10% of its overseas workforce, with cuts in Southeast Asia, Australia, and New Zealand.➁ The company also aims to reduce the number of senior executives in its DS department in South Korea.➂ Despite a 274% increase in operating profit, Samsung executives apologize for falling behind in the AI wave.➃ Samsung's advanced HBM chips have not passed Nvidia's tests, and the company is facing challenges in the semiconductor market. - 35 Years of Digital 'Core' Journey, Siemens EDA Opens a New Chapter
Semiconductor Industry Observation
➀ The development of the semiconductor industry is a history of miniaturization, integration, and intelligence, with EDA tools playing a crucial role in each technological leap;➁ Siemens EDA, as the first EDA company to enter China, has grown steadily for 35 years, supporting the rapid development of China's semiconductor industry; ➂ Siemens EDA offers a comprehensive solution for chip design, verification, manufacturing, and packaging, with key features such as AI-driven tools and hardware-assisted verification platforms; ➃ Siemens EDA is committed to building an open and secure AI ecosystem, focusing on developing highly customizable and scalable AI tools; ➄ Siemens EDA is driving the development of intelligent vehicles by providing EDA tools and digital twin technology, addressing challenges in system expansion, functional safety, and reliability.
October 9
- AI Wins Again: Protein Structure Prediction Receives Nobel Prize in Chemistry
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➀ The Nobel Prize in Chemistry was awarded to David Baker and jointly to Demis Hassabis and John M. Jumper for protein structure prediction; ➁ Deep learning has revolutionized protein structure prediction, offering a scalable and efficient alternative to traditional methods; ➂ John M. Jumper and Demis Hassabis, both from Google DeepMind, developed AlphaFold, a deep learning algorithm that predicts protein structures; ➃ David Baker, a professor at the University of Washington School of Medicine, contributed to the field with the Rosetta software and collaboration with DeepMind. - Foxconn's Largest Nvidia GB200 Chip Factory Built in Mexico
未知
➀ Foxconn is constructing the world's largest Nvidia GB200 chip factory in Mexico to meet the AI market's demand for Blackwell chips; ➁ The GB200 chip is a key component of Nvidia's next-generation Blackwell series of computing platforms; ➂ Foxconn's third-quarter revenue hit a historic high due to strong demand for AI servers. - Daliangguang Achieves Record Revenue of NT$4.16B in Q3, High Start and Low End Hide Concerns
Chao Dian Jue Shi Yu Can She
➀ Daliangguang's revenue in September reached NT$6.524 billion, a year-on-year increase of 17.08%. The total revenue for the third quarter reached NT$18.949 billion, a year-on-year increase of 39%. However, the revenue decreased by 7.04% month-on-month in September, showing a high start and low end trend. ➁ This decline may be related to Apple's performance, as British Barclays analysts revealed that Apple may have cut orders for iPhone 16 due to lower-than-expected demand. ➂ Daliangguang, founded in 1987, is a supplier of optical lenses for many major smartphone brands, including Apple, with whom it has a legendary history in the optical industry. - Renesas Sells Chip Business for 225 Million
Unknown
➀ Renesas sold its RF component business to India's CG Power for $36 million; ➁ The acquisition is part of a larger investment in OSAT facilities in India, with a total investment of 7.6 billion rupees; ➂ The deal is expected to be completed in about six months, pending regulatory approvals. - MediaTek Releases Its First 3nm Chip: Dimensity 9400
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➀ MediaTek unveiled the Dimensity 9400 processor at an event on October 9, 2024, marking a significant breakthrough in 5G and AI processing. The Dimensity 9400 is the company's second-generation all-large core design, featuring an Arm v9.2 CPU architecture, advanced GPU and NPU, and is manufactured using TSMC's second-generation 3nm process. It boasts 29.1 billion transistors, a 28% increase from the previous Dimensity 9300, making it the first 3nm chip for the Android system. The Dimensity 9400 features a second-generation all-large core CPU with 8 cores, including a high-frequency Arm Cortex-X925 ultra-large core and several other large and efficiency cores. It is the first to support global high-speed 10.7 Gbps LPDDR5X memory, significantly improving performance and efficiency. ➁ In tests, the Dimensity 9400 showed strong performance, with single-core Geekbench scores of 3040 and multi-core scores of 9600, a 35% and 28% increase respectively. Antutu scores reached nearly 2.85 million, and even exceeded 3 million in laboratory conditions. Compared to the previous Dimensity 9300, the Dimensity 9400 reduces power consumption by 40% and can save up to 32% in daily scenarios, offering better performance and battery life for smartphones. ➂ The first smartphones to use the Dimensity 9400 chip are expected to be released in the fourth quarter of 2024. Vivo and OPPO have announced that they will launch smartphones with the Dimensity 9400 chip. The first to be released is the Vivo X200 series on October 14th. - North Korea Announces Permanent Cut and Blockade of Southern Border with South Korea
People's Daily
➀ North Korea announced the permanent severance and blockade of the southern border with South Korea; ➁ The decision comes in response to continuous military exercises and nuclear threats from South Korea and the U.S.; ➂ The measure is deemed a self-defense action to maintain national security. - SEMiBAY Bay Area Semiconductor Industry Ecosystem Expo: A Glimpse into the Open Forum
SEMiBAY
➀ The SEMiBAY Bay Area Semiconductor Industry Ecosystem Expo is scheduled to take place from October 16th to 18th at the Shenzhen Convention and Exhibition Center (Futian), covering 40,000m2 of exhibition space with over 400 leading exhibitors and 30,000+ professional visitors. The event will feature over 20 technical forums, with more than 10 free to the public, covering key industry topics such as integrated circuit materials, core components, semiconductor industry investment, intelligent connected vehicles, HBM and memory technology, sensor technology, AI chips and high-performance computing, edge computing, EDA/IP and IC design, display chips, and laser and optoelectronic chips. ➁ The opening ceremony and summit forum will bring together government leaders, industry representatives, international corporate representatives, Taiwan semiconductor company representatives, technical experts, and corporate elites to discuss the future of the semiconductor industry. ➂ A series of activities will be held, including the opening ceremony, signing ceremony for the ecological construction advocacy letter, and new product launch. Additional forums include the Semiconductor Industry Investment Strategic Development Forum, China Integrated Circuit Academy Forum, AI Chip and High-Performance Computing (HPC) Application Forum, Semiconductor Laser and Optoelectronic Chip Technology Forum, Semiconductor and Sensor Technology Development Forum, EDA/IP and IC Design Forum, Semiconductor Core Component Innovation and Development Forum, HBM and Memory Technology and Application Forum, Edge Computing Chip Technology Innovation and Development Forum, Intelligent Connected Vehicle Innovation and Development Forum, Integrated Circuit Material Industry Development Summit, and 2024 Shenzhen Display Chip Ecosystem Forum. - Progress in Hollow Core Fiber Technology
Unknown
➀ The article discusses the advantages and disadvantages of hollow core fibers compared to solid core fibers.➁ Jilin University has made progress in small-size hollow core fibers.➂ The article mentions the collaboration between Jilin University, Lianxian Technology, and other entities for hollow core fiber trials.➃ The trial used a nodeless anti-resonant structure with triple-tube double anti-resonant structure, achieving a minimum loss of 0.11dB/km.➄ Traditional fiber nonlinear effects can be ignored with hollow core fibers, which is crucial for improving signal-to-noise ratio.➅ Trials were conducted in Suzhou in September 2024, testing loss, dispersion, and Rayleigh backscattering without system transmission verification.➆ ECOC2024 showcased trials with a triple-tube double anti-resonant structure, achieving a loss of 0.14dB/km for the cable and 0.13dB/km for the overall fiber. - Not All Semiconductor Companies Deserve the Bull Market Feast
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➀ The semiconductor industry is fundamentally cyclical, with growth being just a phase; ➁ Despite optimism, semiconductor investments have been excessive, leading to inefficiencies and overcapacity; ➂ The industry is plagued by low-efficiency and internal competition, leading to declining margins; ➃ A more mature and rational semiconductor industry is needed to overcome current challenges. - CIOE2024: Material and Process Platform Updates
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➀ Updates on CUMEC's SIN on SOI platform, featuring 1.5dB/cm strip silicon waveguide and 2~3dB/cm strip SIN waveguide; ➁ Introduction of CUMEC's silicon photonics + TFLN hetero-integration technology platform with LN performance bandwidths; ➂ Advancements in wafer-level 3D integration advanced packaging processes and silicon bridge for chiplet integration; ➃ Qi Xin Optoelectronics' SINOI platform with SIN advantage and PLC benefit; ➄ SITRI's 90nm thin silicon integration process and wafer-level monolithic integration of silicon photonics chips with LN modulators; ➅ Jingsheng's LTOI wafer offering comparable electro-optical modulation efficiency to LNOI with lower cost; ➆ Luxtellence's LNOI foundry services and testing services; ➇ Ligentec's SIN platform with transmission loss <1dB/m and power handling capability >5W. - A Glimpse into the Top 5 Features of NVIDIA RTX5090!
IT技术分享-老张
➀ The RTX5090 boasts 21760 CUDA Cores, a 33% increase over the RTX4090; ➁ It features 32 GB GDDR7 memory with a 512-bit bus, offering up to 2.00 TB/s bandwidth; ➂ The GPU uses the new Blackwell architecture and N4P process technology; ➃ It has a PCIe 5.0 x16 interface with double the theoretical bandwidth of the RTX4090; ➄ The TDP is a significant 600W, a 33% increase from the RTX4090. - Which Method is Most Effective for Chip Temperature Measurement?
FOTRIC飞础科
➀ Different methods of chip temperature measurement are discussed, including thermocouples, junction temperature equations, and diode temperature sensors; ➁ The effectiveness of infrared thermal imaging is highlighted for non-contact temperature distribution imaging and analysis; ➂ Case studies demonstrate the precision and applications of FOTRIC thermal imaging instruments in chip temperature detection; ➃ FOTRIC's AnalyzIR software is mentioned for 3D temperature difference analysis and design optimization.
October 8
- Semiconductor Stocks Soar: SMIC and Others Lead the Charge
Semiconductor Industry Alliance
➀ Hong Kong's semiconductor stock sector surged, with SMIC rising over 20%; ➁ The upsurge is attributed to strong fundamentals and investor optimism; ➂ Semiconductor industry sales reached $53.1 billion in August 2024, up 20.6% year-on-year; ➃ Local production and domestic demand for consumer electronics are driving the recovery in the semiconductor industry. - Interpretation: Why the Nobel Prize in Physics Was Awarded to the Father of HNN and the Father of Deep Learning?
AI科技评论
➀ The Royal Swedish Academy of Sciences recognizes AI as a part of physics; ➁ Geoffrey Hinton and John Hopfield are awarded the 2024 Nobel Prize in Physics for their foundational discoveries and inventions in machine learning through artificial neural networks; ➂ Hinton is a Canadian psychologist and computer scientist, known for his work on backpropagation algorithms and Boltzmann machines; ➃ Hopfield, a physicist, proposed the Hopfield Network, a model for associative memory that laid the groundwork for deep learning. - The New Goldmine: The '20cm' Consolidated Sector
格隆汇
➀ The A-share market reached a new high with a strong opening and a trading volume of 3.45 trillion yuan; ➁ The Science and Technology Innovation Board and the GEM index led the market surge, with all '20cm' limit-up stocks in the ETFs, including ETFs like the Huaxia Science and Technology Innovation 100 ETF (588800), Huaxia GEM 100 ETF (159957), and GEM Growth ETF (159967); ➂ Despite the market pullback in overseas markets, the GEM index and the Science and Technology Innovation Board maintained strong momentum; ➃ The author discusses the reasons behind the market surge and the potential for further growth in the GEM and Science and Technology Innovation Board sectors. - Momenta and DJI's Intense Rivalry
宇多田（ID:helloMusk）
➀ Momenta's 'two legs walking' strategy, focusing on both high-end and mid-range markets, and its recent impact on the industry; ➁ The competition between Momenta and DJI Zuyu in the mid-range autonomous driving market, with Momenta's adoption of the new Qualcomm 8620P chip; ➂ The challenges Momenta faces in the mid-range market, including limited experience and the competition with established players like DJI Zuyu; ➃ The evaluation of the new Qualcomm 8620P chip by industry experts, highlighting its potential and limitations. - The First Half of 2024: A Summary of China's Semiconductor Industry
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➀ The semiconductor industry in China showed a mixed performance in the first half of 2024, with some companies achieving high growth and others facing significant losses. The industry was affected by macroeconomic conditions, global trade, and demand fluctuations. ➁ 40 out of 50 design companies listed on the Science and Technology Innovation Board achieved revenue growth, and 40 of them turned a profit. The highest growth rate was seen in Yingji芯. ➂ In the Shenzhen Stock Exchange, 34 semiconductor companies reported a profit, with Unigroup Fuzhou achieving the highest profit growth. The market is slowly recovering, with the AI boom driving demand for logic and high-end storage products. - CIOE2024: Academic Contributions
Unknown
➀ Shenzhen University of Technology presented research on on-chip light sources, highlighting the trend towards smaller, lower energy, and higher bandwidth lasers; ➁ Beijing University of Posts and Telecommunications discussed silicon photonics integration chip design and application, emphasizing the use of micro-rings for refractive index monitoring and the optimization of single-mode bending waveguides; ➂ Zhejiang University introduced advancements in LNOI modulators based on hybrid integration, focusing on refractive index matching and light coupling between LN and SIN materials. - 2024 AMD CPU and GPU Technology Progress
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➀ AMD showcased its latest products in CPU, GPU, and UA interconnection at Computex 2024; ➁ The new Zen 5 core is called the most powerful and efficient processor core so far; ➂ The second generation XDNA NPU architecture introduces new Block FP16 (BF16) floating-point precision, with AI engine performance three times that of the second generation AMD Ryzen AI; ➃ AMD launched the Ryzen 9000 CPU, the fastest consumer-grade PC processor globally, featuring Zen5 core and AM5 platform; ➄ AMD's next-generation ultra-thin and high-end laptop processor 'Strix Point' is designed for the next generation AI PC/Copilot+PC; ➅ AMD's new Versal AI Edge Gen 2 series provides the first single-chip adaptive solution for preprocessing, inference, and post-processing; ➆ AMD plans to launch a faster, larger memory MI325X AI GPU this year, followed by the MI350 series with the new cDNA4 architecture in 2025, and the MI400 series with the new cDNA architecture in 2026; ➇ AMD is making significant progress in promoting the development of high-performance AI network infrastructure systems with the upcoming UA-Link 1.0 standard. - Solix Photonics Wins ECOC Best Product Industrial Award for Cutting-Edge Al/BB Access High-Speed Optical Modules
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➀ Solix Photonics showcased its 1.6T/800G/400G high-speed PAM4 optical module products and next-generation 50G PON OLT/ONU broadband access products the 50th European ECOC Optical Communication Industry Exhibition. The company's 50G PON product series won the first-ever Post Deadline Awards for its smallest package size and low power consumption. ➁ Solix also displayed its leading 1.6T, 800G, and 400G full-series PAM4 products, including the industry-first 800G 4x226G LR4 QSFP-DD optical module. ➂ Solix Photonics ranked ninth in the global optical receiver manufacturer rankings in 2023 and third in 400G optical module shipments in the first quarter of 2024. - Global Frenzy for Semiconductor Wafer Factories
半导体行业观察
➀ The SEMI reports a surge in wafer factory investments due to market recovery and government incentives, with global capacity expected to grow by 6% in 2024 and 7% in 2025. ➁ The US, Europe, and Japan are leading the chip manufacturing race, with over 100 new wafer factories expected to be built in the next five years. ➂ Malaysia, India, and Vietnam are actively seeking to establish themselves as major players in the semiconductor industry, with ambitious plans and investments. - How NonXie Technology's Four Stanford PhDs Are Revolutionizing Robotics with Universal Robots
Unknown
➀ NonXie Technology, founded by four Stanford PhDs, specializes in adaptive robots with advanced force control and AI technology; ➁ Their robots can adapt to various tasks like precision assembly, polishing, and food processing, with a focus on human-like hand-eye coordination; ➂ The company has seen a threefold increase in sales growth annually and has received significant funding and support from well-known investors; ➃ The team's approach involves a 'hierarchical intelligence' framework, with a focus on sensor-based control and AI decision-making at the highest level.
October 7
- Which Sector Will Show High Elasticity Tomorrow's Opening?
格隆汇APP
➀ The technology sector, particularly semiconductors, has been leading the rebound in the Hong Kong stock market; ➁ The performance of the technology sector in the A-share market, including the growth of indices like the SSE 300 and the CSI 1000, is impressive; ➂ The short-term outlook for the technology sector remains positive, driven by factors such as the Federal Reserve's easing cycle and new policies in China; ➃ The medium and long-term growth prospects of the technology sector are supported by the country's high-quality development strategy and the potential for new economic growth engines; ➄ The article suggests focusing on ETFs like the Hong Kong Tech ETF (code 159751) and the KOSPI 100 ETF (code 588220) for investment opportunities. - Embrace the Bubble: Identifying the Most Worthwhile Chip Stocks (Part 1), the Top 10 Gods of 300!
Unknown
➀ The author encourages readers to embrace the bubble in the stock market, focusing on chip stocks. ➁ The article predicts a bull market and emphasizes the importance of selecting the right sectors, themes, and individual stocks. ➂ The author suggests that technology, especially semiconductor chips, will be the most explosive sector. ➃ A list of 'Top 10 Gods of 300' chip stocks is provided, along with analysis of their market potential and investment strategies. - Two American Scientists Win 2024 Nobel Prize in Physiology or Medicine
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➀ Swedish Karolinska Institute announced that American scientists Victor Ambros and Gary Ruvkun have been awarded the 2024 Nobel Prize in Physiology or Medicine for their discovery of microRNAs and their role in post-transcriptional gene regulation. ➁ The award recognizes their groundbreaking research on the role of small ribonucleic acids in controlling gene expression. ➂ Their work has provided insights into the mechanisms of gene regulation and has potential implications for the treatment of various diseases. - Global PC Market Share: Lenovo Remains at the Top
Nikkei Asian Review
➀ Lenovo maintained the top position in the global PC market with a 22.7% share in 2023; ➁ HP expanded its market share to second place due to strong enterprise PC shipments; ➂ Dell, in third place, is reducing its reliance on China to mitigate risks; ➃ The overall PC market shrank by 13.7% in 2023, with a forecast of a 2.0% increase in 2024; ➄ AI-powered PCs are expected to drive market competition; ➅ Geopolitical risks may impact future market share as Dell shifts production away from China. - Jifengshan Laboratory Breaks New Ground in Silicon Photonics Integration
Jifengshan Laboratory
➀ Jifengshan Laboratory has achieved a breakthrough in silicon photonics integration by successfully lighting up laser sources within silicon-based chips for the first time in China; ➁ The technology is essential for overcoming the challenges of Moore's Law and meeting the growing demand for chip computing power; ➂ The lab, dedicated to compound semiconductor research has collaborated with over 30 semiconductor companies and has trained more than 30,000 professionals in the field; ➃ Key partnerships include Shanghai Bangxin Semiconductor Technology Co., Ltd., Wuhan Yitiannuo Technology Co., Ltd., and Huaqiao Technology, which have contributed to the development of advanced semiconductor equipment and technologies. - Broadcom: The 'Oddball' of Technology, Reaching the 7th Largest Company in the World!
芯榜+
➀ Broadcom, the 'oddball' of the tech industry, has grown from a small player to an $80 billion company through a series of strategic acquisitions; ➁ Its business includes hardware, software, and chip design, with a focus on network switches and software products for large computer control; ➂ Broadcom's semiconductor business has seen a surge in demand, especially in the AI field, with sales expected to reach $12.1 billion in 2023 and grow to $16.9 billion in 2024; ➃ Despite its near-$1 trillion market cap, Broadcom is still expected to grow significantly in the coming years, offering potential for long-term investment.