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1, Tras wants to convince SoftBank to let chip company Arm list in the UK
British Prime Minister Tras and the Chancellor of the Exchequer Kwatten are preparing to launch the final charm offensive to convince Japan's SoftBank to let its chip company Arm list in the UK. If the British government successfully attracts Arm to list in the UK, it will be seen as an important vote of confidence in the London stock market. In recent months, some British technology companies have been subject to a series of acquisition attempts, shocking City of London . This puts further pressure on the new government of Trass, who need to demonstrate that the UK has the ability to prevent its listed technology companies from being acquired by other countries.
2. TSMC: Automotive chip manufacturers should establish buffer inventory to avoid chip shortages
Lin Zhenming, director of the Department of Commercial Development for Vehicles and Microcontrollers for TSMC, said at the Global Smart Car Summit Forum that TSMC has complete technology and sufficient production capacity to support the automotive industry. He suggested that automotive chip manufacturers should establish buffer inventory to avoid chip shortages. According to Taiwan media Central News Agency, in the face of the vast automotive chip market, TSMC has made sufficient preparations. According to Lin Zhenming, "TSMC already has N5A processes in logic and N6RF in radio frequency. New storage will be used in 16 nanometers in the future. It is expected that the product design will be finalized next year, and the sensor will be promoted to 65 nanometers and 40 nanometers in the future. In addition, TSMC has also invested in the development of separate components and gallium nitride (GaN).
3, the future market size of the third-generation semiconductor may exceed 50 billion
Recently, many domestic and foreign companies have disclosed the latest expansion plans and project progress of the third-generation semiconductor. Looking abroad, SKSi Ltron plans to establish a joint venture to develop silicon carbide and gallium nitride semiconductors; Wolfspeed will build the world's largest silicon carbide material factory in the United States. As international manufacturers are busy expanding production, many domestic manufacturers also followed suit and disclosed the latest progress in project research and development. The latest research minutes of Tianyue Advanced show that the company's Shanghai Tianyue silicon carbide semiconductor material project located in Lingang, Shanghai has been successfully topped off.
4, Zhonghuan's leading Tianjin semiconductor base was put into production
According to Tianjin Daily , on the 15th, TCL Zhonghuan's leading Tianjin semiconductor base was put into production and Tianjin Advanced Semiconductor Materials Research Institute was unveiled. TCLht Li Dongsheng, chairman of ml3, said that TCL will accelerate the implementation of projects such as semiconductor materials in Tianjin, promoting technological innovation and transformation of manufacturing models. It is reported that Zhonghuan's leading Tianjin semiconductor base plans to achieve a monthly production capacity of 400,000 pieces by the end of 2022.
5, Samsung and TSMC are competing for the top spot in global semiconductor industry sales
According to Business Korea, the competition between Samsung Electronics and TSMC is heating up to become the number one player in the global semiconductor market. Eugene Investment Securities said on September 14 that Taiwan CMC's sales in August reached NT$218 billion, an increase of 58.7% over the same period last year. This is the highest monthly sales of the Taiwan chip manufacturer ever. What is particularly noteworthy is the high growth rate of its sales. In July, TSMC's sales expanded by 50% compared with the same period in 2021, reaching a historical high. TSMC broke this record in one month.
6, SUMCO lowered the 2026 memory wafer demand forecast
" Science and Technology Innovation Board Daily reported on the 15th that semiconductor wafer leader SUMCO recently lowered its demand forecast for wafer in 2026, a decrease of about 3% from the March forecast. The company pointed out that compared with the initial forecast, the demand for 300mm wafers used for NAND Flash and DRAM will decrease by 100,000 to 150,000 pieces per month. But SUMCO does not plan to modify its production plan, and it believes that excess supply will also be absorbed by customers. In addition, the company said that in the medium and long term, wafer supply and demand are still tight.
7. Institution: Mature processes will remain the mainstream of automotive chip production
"Science and Innovation Board Daily" reported on the 15th that Denise Lee, senior consultant at McKinsey, said that mature process processes will remain the mainstream of automotive chip production. It is expected that by 2030, the demand for mature process processes of automotive chips will reach a compound annual growth rate of about 10%; by then, the automotive chip market size will reach US$125 billion.
8. It is reported that the supplier orders for the iPhone 14 series are sold at a hot sale. The supplier orders are added 20 million
. According to the 15th, according to the Taiwan Economic Daily , citing THE ELEC news, Samsung, the main panel supplier of iPhone 14, has received a notice from Apple , adding about 20 million iPhone 14 Pro series panel orders. The report pointed out that this is due to the strong sales of Apple's high-end Pro series models of iPhone 14, and Apple urgently ordered 20 million units, which is equivalent to an increase of more than 22%. Based on this calculation, TSMC will increase the demand for tens of thousands of chip foundry and add at least 60 million new lenses.
