(This article has a total of 2089 words, and the reading time is about 3 minutes)
Industry development trend - In 2021, China's integrated circuit industry sales exceeded one trillion for the first time
According to the Ministry of Industry and Information Technology last week, the sales of domestic integrated circuit industry exceeded one trillion for the first time 2018-2021 was 17%, more than three times the global growth rate during the same period. In this regard, Qiao Yueshan, director of the Electronic Information Department of the Ministry of Industry and Information Technology, said that China is an important integrated circuit market in the world. In recent years, with the joint efforts of domestic and foreign-funded enterprises, China's integrated circuit industry has continued to grow. The industrial technological innovation capabilities are constantly increasing, and the level of chip products continues to improve, which has better met the development needs of the new generation of information technology field and industry application needs.
Research organization IDCh recently released the report on "Global Artificial Intelligence Expenditure Guide". Data shows that the total investment scale of global artificial intelligence IT in 2021 was US$92.95 billion, and is expected to increase to US$301.43 billion in 2026, with a five-year compound growth rate (CAGR) of approximately 26.5%. In the Chinese market, IDC expects that China's AI investment scale is expected to reach US$26.69 billion in 2026, accounting for about 8.9% of the world, and ranks second in the world's single country. In terms of industry applications, IDC expects that AI-related expenditures for users of the four major terminal industries of professional services, government, finance and telecommunications will continue to be ahead in the five-year forecast period, exceeding 60% of the total expenditure of China's AI market.
Industry personnel layout - Zhang Xinliang became the president and deputy secretary of the Party Committee of Xi'an University of Electronic Science and Technology
industry personnel department last week announced the appointment and removal decision of the Party Group of the Ministry of Education, appointing Zhang Xinliang as the president and deputy secretary of the Party Committee of Xi'an University of Electronic Science and Technology. Zhang Xinliang, graduate student, doctor of engineering, member of the Communist Party of China, professor. He has served as member of the Standing Committee of the Party Committee and Vice President of Huazhong University of Science and Technology. Zhang Xinliang received his PhD degree in Physical and Electronics from Huazhong University of Science and Technology ( Huazhong University of Science and Technology) in June 2001; from June 2012 to January 2019, he served as the dean of the School of Optics and Electronic Information of Huazhong University of Science and Technology, and from March 2016 to January 2019, he served as the deputy director of , Wuhan National Research Center for Optoelectronics.
In terms of scientific research, Zhang Xinliang has been engaged in research on optoelectronic devices and integration for a long time. He has presided over the National 863 Plan, 973 Plan projects, National Outstanding Youth Fund Project, Major International Cooperation Project of the Fund Committee, Key Fund Project of the Fund Committee, Major Scientific Instrument Development Project of the Committee, and National Key R&D Program Project, etc. has published more than 350 papers in international mainstream journals, published papers more than 6,000 citations by Web of Science, and Google Scolar statistically cited more than 8,000 times. He has presided over and participated in the first prizes of provincial and ministerial natural sciences, and has authorized 16 invention patents.
Industry and National Competition - The United States requires its defense companies to decouple China's supply chain
U.S. Department of Defense officials and defense company executives said that the U.S. Department of Defense is stepping up efforts to decouple its defense companies' huge global supply chain from China. The U.S. Department of Defense said it has begun to use artificial intelligence to better analyze whether aircraft parts, electronics and raw materials used by U.S. military contractors come from China and other potential rivals. At urged by the US Department of Defense and lawmakers, defense contractors have said they will gradually stop using microelectronics and specialty metals from China.
major industry cooperation - Son will visit South Korea to urge Samsung and Arm for strategic cooperation
SoftBank Group Chairman and President Masayoshi Son said last week that he would visit South Korea for the first time after three years of violation, and would negotiate with Samsung and Arm on strategic cooperation. media reported that SoftBank Group hopes to accelerate the growth of its core company Arm through cooperation with Samsung.The news of was also confirmed by , Samsung Electronics vice president , Lee Jae-yong. Lee Jae-yong said that Masayoshi Son may visit Seoul in October, and there may be relevant cooperation proposals for Arm at that time.
AMD Chairman and CEO O Su Zifeng and several C-level executives of the company will visit Taiwan, China in October to meet with major suppliers such as TSMC and Sun Moonlight Group (ASE). According to foreign media reports, Su Zifeng will discuss future cooperation with TSMC CEO Wei Zhejia. The theme of this is to use TSMC's "N3 Plus" manufacturing node (probably N3P) and N2 (2nm-class) manufacturing technology.
major investment in the industry - Jiangsu Shangda Semiconductor recently completed a round of A+ financing of 700 million yuan.
Jiangsu Shangda Semiconductor Co., Ltd. recently completed 700 million yuan A+ round of financing. This round of financing was jointly led by Guangdong Guangdong-Macao Semiconductor Industry Investment Fund and other investment institutions followed by Yitang Changhou Fund. Pizhou government-owned platform Xuzhou Boshuo further invested in additional investment, and the funds will be used for technology research and development, new production capacity, and localization of the supply chain. Shangda Semiconductor was established in 2017 and is a display driver IC crystal-covered thin film packaging substrate (COF) supplier. COF is a packaging technology mainly used in panel driver ICs. It is a key material for the drive packaging and testing link of the semiconductor industry chain. It is also one of the 19 key materials necessary for the manufacturing of semiconductor chips released by the state.
Last week, Zhongke Chuangda issued an announcement to disclose the results of the private placement, confirming that the issuance price is 103 yuan per share, the number of shares issuance is 30.097087 million shares, and the total amount of funds raised is about 3.1 billion yuan. The issuance targets were finally identified, and Caitong Fund , UBS AG, Huaxia Fund and Jiashi Fund participated in the investment. Zhongke Chuangda was established in 2008 and mainly provides intelligent operating system products, technologies and solutions. Currently, Zhongke Chuangda smart cockpit service involves 90% of the automotive brands on the market.
industry new product release - Nvidia officially announced the new generation of DRIVE Thor computing platform
Nvidia released the "DRIVE Thor" computing platform last week. According to reports, NVIDIA DRIVE Thor can achieve AI performance balance, integrate AV and Cockpit on one computer, and can concentrate all smart car functions on a small AI computer, thereby achieving safe and reliable autonomous driving. DRIVE Thor replaced the previous NVIDIA DRIVE Orin system, with the goal of being equipped with the 2025 models of major automakers. Nvidia announced that DRIVE Thor's first customer was Zekr, a subsidiary of Chinese automaker Geely.
Industry development trend - South Korea's imports of China's semiconductor raw materials have increased significantly in the past five years
According to South Korean media reports: In the past five years, South Korea's dependence on China on major semiconductor raw materials has soared. According to data released by the South Korean Ministry of Industry and Commerce and Resources last week, from 2018 to July 2022, the number of silicon wafers imported from South Korea from China, hydrogen fluoride , neon, krypton and xenon increased. The specific details are as follows: In 2018, South Korea's total imports to five types of semiconductor raw materials were US$1.81075 billion, US$1.88156 billion in 2019, US$1.6911 billion in 2020, US$1.94479 billion in 2021, and US$1.55017 billion from January 2022 to July 2022.
Copyright Statement of Kewenshe: Marking the original link when reprinting does not constitute infringement of
