China Resources Microelectronics 12-inch production line may be completed and put into production next year
In June this year, China Resources Microelectronics Chongqing Company jointly invested with domestic industry enterprises to build a 12-inch advanced power semiconductor wafer production line project in Xiyong Microelectronics Park. This production line will mainly produce new generation power semiconductor products.
According to the latest report of Chongqing Daily , the production line is expected to be completed and put into operation next year, and will form a wafer production capacity of 30,000 pieces per month. This will bring the domestic power semiconductor manufacturing process into line with the international advanced level and help Chongqing's industrial upgrading.
It is rumored that Nvidia has booked TSMC's 5nm production capacity for one billion US dollars. Industry sources said that Nvidia's next generation GPU will be manufactured by TSMC's 5nm process and has paid billions of dollars to ensure production capacity.
According to WCCFTech citing My Drivers, Nvidia has prepaid TSMC approximately US$1.64 billion in the third quarter of 2021 and will pay US$1.79 billion in the first quarter of 2022. The entire long-term order advance payment will reach US$6.9 billion, which is much higher. at the price they paid last year.
In addition, it is said that Nvidia will use the money not only to purchase production capacity from TSMC, but also from Samsung , but it seems that most of the money will be used for TSMC's 5nm technology.
UMC will increase by 8-12% starting from January 2022
Image source | Reuters
According to Taiwanese media reports, wafer foundry UMC will launch a new wave of price increase measures, mainly targeting the three major companies that account for more than 30% of revenue. For customers, the increase will be approximately 8% to 12%, effective from January 2022. At present, UMC's main customers include AMD, Qualcomm, Texas Instruments, NVIDIA and other major manufacturers. It also has orders from major European manufacturers such as Infineon and STMicroelectronics.
UMC emphasized that this time it will indeed make price adjustments for new-year long-term contracts signed by some customers based on reflecting the current market conditions. According to the industry, even if the foundry prices of wafer foundries increase every quarter, UMC's production capacity will basically be in a "completely sold out" situation before 2022.
Renesas Electronics will increase
starting from January 1, 2022 Source | sdxcentral.com
According to a price increase notice sent by Renesas Electronics to customers, Renesas Electronics stated that in order to maintain the supply and long-term production of Renesas Electronics , decided to increase the pricing of most Renesas Electronics products and the newly acquired Dialog products. The price increase will officially take effect on January 1, 2022. The price adjustment letter did not disclose the specific increase in product price increases.
Renesas Electronics states that customer orders shipped before January 1, 2021 will be received at the current price. All existing orders and new orders after January 1 next year will be processed at the new price. It is reported that Renesas Electronics has previously sent price adjustment notices to customers many times.
It is worth noting that the products increased this time include the newly acquired Dialog products by Renesas. Public information shows that the Dialog product line focuses on the power management chip market. In addition to Apple , its customers also include Samsung, Xiaomi , Panasonic , etc., as well as some wireless communication businesses.
ADI: Another 10%-20% increase in January 2022
According to market news, the global analog chip giant ADI will increase product prices by 10-20% in January next year.
In November, ADI had issued a price increase letter, stating that due to rising costs in all aspects of the supply chain, it would increase the prices of some products in ADI and its Maxim product portfolio starting from December 5, 2021. For Maxim products that are not affected by additional price increases, the previously communicated 6% price increase plan will continue to be implemented.
China Mobile was forced to terminate its Canadian business
Global Network According to news on December 30, China Mobile’s Canadian subsidiary CMLink announced on the 28th that at the request of the Canadian federal government, the company’s business will cease operations from January 5, 2022. On the same day Users can apply for a refund from now on. This is considered to be another example of the Canadian government using "national security" to suppress Chinese companies.
According to local Chinese media reports, China Mobile’s CMLink service is very popular among Chinese Canadians because its one-card multi-number service can use Chinese and Canadian mobile phone numbers at the same time, especially for users who frequently travel between China and Canada. It is very convenient to change cards and numbers without having to change cards. convenient. After China Mobile is forced to terminate its Canadian business, some people may turn to China Telecom 's CTExcel business in Canada, but they are also worried that it will be suppressed by the Canadian government.
Lenovo has invested in the chip product manufacturing company
Financial News Agency, December 30th, Tianyan checked showed that recently, Shenzhen Yixin Information Technology Co., Ltd. has undergone industrial and commercial changes, and Lenovo (Beijing) Co., Ltd. has been added as a shareholder. Shenzhen Yixin Information Technology Co., Ltd. was established in November 2021. Its business scope includes integrated circuit chip and product manufacturing.
Huayinxin received 130 million yuan in Series B1 financing
Recently, Huayinxin (Wuhan) Technology Co., Ltd. (hereinafter referred to as "Huayinxin") announced the completion of 130 million yuan in Series B1 financing. Investors include Guozhong Capital and Paradise Silicon Valley. , Degui Capital, etc.
Huayinxin official news shows that the company’s chairman Sun Leimen said that the funds raised in this round will be mainly used for the upgrade and expansion of Huayinxin’s own R&D laboratory to provide customers with chip testing, packaging testing, product certification , etc. standard services.
Huayinxin was established in 2017. It is an innovative high-tech enterprise that focuses on the research and development, packaging and testing of high-end LED chips and optical devices and owns a number of core patented technologies. It currently mainly provides high-end LED flip chip to the market, vertical LED chips, high-voltage LED chips, Micro-LED chips, the company has epitaxial growth manufacturing process and chip testing and other related equipment, and also has corresponding layout in the downstream packaging field.
SenseTime was successfully listed in Hong Kong
On December 30, artificial intelligence software company SenseTime Group Co., Ltd. was officially listed on the main board of The Stock Exchange of Hong Kong Limited (Stock Exchange) and successfully listed in Hong Kong.
SenseTime rose more than 23% at the opening, with its total market value exceeding HK$157 billion. At today's close, SenseTime Group reported at HK$4.130, up 7.27%, with a market value of HK$137.456 billion.
