Five minutes to understand the major industry events 1 [Gaota Semiconductor's shareholders' meeting approved its acquisition by Intel] On April 27, Gaota Semiconductor announced this week that its shareholders' meeting has approved Intel's proposal to acquire Gaota, and both part

Five minutes to learn about major industry events

1

[Gaota Semiconductor shareholders' meeting approved it to be acquired by Intel]

April 27th news, Gaota Semiconductor announced this week that its shareholders' meeting has approved Intel's proposal to acquire Gaota, and both parties need to obtain all necessary regulatory approvals and customary transaction conditions before the transaction is completed.

Previously, Intel and Gaota announced the signing of a final agreement, and Intel will acquire Gaota Semiconductor for $53 per share in cash, totaling approximately $5.4 billion.

2 [Samsung plans to increase the orders for smartphones produced in China by 20 million, with a total of 70 million units this year]

April 27, according to The Elec, sources said that Samsung plans to increase the orders for smartphones produced in China by 20 million, with a total of 70 million units this year.

Sources said that Samsung is facing competitive pressure from Apple in the high-end market and Chinese smartphone manufacturers in the mid-range market, and plans to expand contract production to reduce costs. Meanwhile, due to strong demand, Apple plans to increase production of iPhone 13 Pro models by 10 million in the second quarter.

3 [CATL will develop a new battery swap version with Aiways, which is expected to be launched in the fourth quarter]

April 27th news, CATL learned from CATL that CATL and Aiways recently signed a cooperation framework agreement for the EVOGO battery swap project to jointly expand the vehicle-to-electric separation business.

According to the cooperation agreement, the two parties will use Aiways U5, the first model under Aiways, as a carrier to jointly develop a combined battery swap version, and plan to be launched on the market in the fourth quarter of 2022. The project is operated by Times Electric Service, a wholly-owned subsidiary of CATL.

4 [IC Insights: The top ten semiconductor companies in the world account for 57% of the total market share in 2021]

Recently, IC Insights, a world-renowned semiconductor data analysis agency, updated its second quarter report. The report analyzes the market share of major semiconductor suppliers, excluding pure foundries (pictured below). Although there is a small replicate calculation effect for IDM OEM revenue, it is not enough to significantly change the overall conclusion.

In 2021, the top 50 semiconductor suppliers, excluding pure foundries, accounted for 89% of the global semiconductor market of US$614.6 billion, an increase of 81% from the 81% share of the first 50 companies in 2010. The top 10 semiconductor suppliers account for 57% of the total, with the top 5, top 10 and top 25 companies increasing their share of the global semiconductor market in 2021 by 8, 9 and 11 percentage points respectively compared with 2010.

5 [Licci Electric Chairman Huang Chongren: The Shanghai epidemic has caused chaos in semiconductor chain shipments]

wafer foundry Huang Chongren, chairman of Lixxml, said on April 26 that some cities in mainland China are unable to ship due to epidemic control and lockdown, resulting in local manufacturers being unable to ship, and Shanghai transportation is crowded, which seriously disrupts the shipping order of semiconductor supply chains, and even affects production capacity at the peak Christmas season at the end of the year.

Huang Chongren pointed out that Shanghai is now closed down and the goods of various companies cannot be exported. As for him, the current shipment time of each company is delayed by more than one month, and it is possible even for a quarter. In addition to the local shipment being blocked, sea transportation is also crowded. Under the influence of two major factors, the shipment time is at least three months longer than the normal time. Normally, shipments will be available in September and shipments will start in June, but the shipment time is significantly delayed, which has affected the production capacity during the peak Christmas season at the end of the year.

6 [SMIC: There is no shutdown in production, Shanghai Zhangjiang factory continues to be closed and managed]

Jiwei.com News, SMIC stated on the interactive platform that the company has been continuously producing in factories in various places since this year. In mid-April, some of the company's factories in Shanghai were affected in a short-term manner, but they have resumed normal production and the company has not stopped production.

Recently, regarding the management of the Shanghai factory, SMIC stated that the company began to implement closed-loop management on March 18, achieving the synchronous integrated closed-loop management of the Zhangjiang factory and the two living parks. The total number of employees in the closed-loop accounted for more than 60% of Shanghai employees, which effectively ensured stable operations during the epidemic.

7 [SK Hynix subsidiary Solidigm (formerly Intel NAND business) launches PCIe 4.0 SSD]

April 27th news, Solidigm (formerly Intel's SSD business and now belongs to SK Hynix) has launched the new enterprise-level PCIe Gen4 SSD D7-P5520 and D7-P5620, providing up to 15.36TB capacity and providing four specifications: U.2, E1.S 9.5mm, E1.S 15mm, and E1.L 15mm.

SK Hynix announced at the end of last year that it had completed the first phase of the acquisition of Intel NAND flash memory and SSD business, and established an SSD subsidiary Solidigm in the United States. The D7-P5520 (designed for read-intensive and lightweight hybrid workloads) and the D7-P5620 (designed for hybrid workloads) are the first series released by Solidigm since officially becoming an independent subsidiary in December 2021.

8 [MediumTek's Q1 profit increased by 80.5% year-on-year, with gross profit margin as high as 50.3%]

April 27th news, MediaTek released its first quarter financial report, with revenue and profit both hitting record highs in a quarter, making a big profit of 21.02 yuan per share; net profit attributable to the parent company reached NT$33.261 billion (about 7.45 billion yuan), a record high (quarterly increase of 10.7% and annual increase of 30.1%.

MediaTek's operating profit in the first quarter was NT$36.467 billion (about RMB 8.169 billion), an increase of 80.5% year-on-year, and its operating gross profit was 71.78 billion, a quarterly increase of 12.5%, an annual increase of 47.9%, and a gross profit margin of 50.3%, a quarterly increase of 0.7%, and a year-on-year increase of 5.4%. The gross profit margin in the first quarter increased compared with the previous quarter and the same period last year, MediaTek said that it was mainly due to the better product portfolio.

9 [LG New Energy plans to increase its production capacity to 520GWh by 2025, and can supply 7.42 million electric vehicles]

April 27 news, according to foreign media reports, LG New Energy, which was spun off by LG's chemical battery business, is currently the world's second largest power battery supplier, second only to CATL. With the increase in demand for electric vehicles, they are also constantly expanding their production capacity to meet the growing demand for electric vehicle batteries.

The latest Korean media reports show that LG New Energy has adjusted its investment budget this year, increasing from the previous 6.3 trillion won to 7 trillion won. The report also mentioned that LG New Energy has revealed that their goal is to increase their global battery production capacity from 200GWh by 2025 to 520GWh by the end of this year, which will be able to meet the needs of about 7.42 million high-performance electric vehicles by then.

10 [Arm announces the Internet of Things roadmap, launching the strongest Cortex-M85 core, and launching this year]

April 27 reported that British semiconductor IP company Arm has launched its product roadmap for its comprehensive Internet of Things solutions (Total Solutions for IoT), as well as the latest generation Cortex-M85 processor core. The Cortex-M85 is Arm's most powerful Cortex-M series processor today. Mohamed Awad, vice president of the Internet of Things and Embedded Business Unit at Aerm, expects that in 2022, its partners will release chip products based on the Cortex-M85.

In addition, the virtual hardware previously launched by Arm has now officially landed in China, and Chinese developers can download it through Amazon Cloud Technology.

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