Last Monday, South Korean companies such as Samsung Electronics and SK Hynix won indefinite waivers from the U.S. government to allow their Chinese factories to import U.S. chip equipment without special permission. This is undoubtedly good news for Samsung, and they are indeed taking measures after obtaining the exemption. According to reports, Samsung Electronics executives have decided to upgrade its Xi 'an NAND flash memory factory to 236-layer NAND process, and have begun large-scale expansion.
Sources said that Samsung has begun to purchase the latest semiconductor equipment, new equipment is expected to be delivered by the end of 2023, and in 2024 in Xi 'an plant to gradually introduce equipment that can produce the 8th generation of NAND, which is also regarded by the industry as a strategic step to overcome the weak global NAND demand caused by the decline in production capacity.
2. It is reported that TSMC will mass-produce 6nm chips at the second plant in Kumamoto, Japan
According to Japanese reports, TSMC plans to manufacture 6nm high-end semiconductors in Japan, which will be produced at the Kumamoto second plant under discussion, with a total investment of about 2 trillion yen (currently about 97.8 billion yuan). Japan's Ministry of Economy, Trade and Industry is considering providing up to 900 billion yen (about 44.01 billion yuan at present) of financial support.
The Japanese government will include semiconductor support measures, including TSMC's new plant, in its economic policy to be issued as soon as October. Japan's Ministry of Economy, Trade and Industry included a total of 3.355 trillion yen (about 164.06 billion yuan at present) in the supplementary budget for 2023, and will increase the "post-5G fund" and "cutting-edge semiconductor fund" to support semiconductors, and then negotiate with the Japanese Ministry of Finance to determine the final amount. Reported that at present, Japan can only independently produce 40nm level of semiconductors, and the addition of TSMC will undoubtedly greatly improve the process level.
3. Xiaomi launched a new operating system, the Surging OS: Xiaomi 14 series will be the first to be installed and gradually replace MIUI
Lei Jun, founder of Xiaomi, said on Weibo that today is a historic moment for Xiaomi. Xiaomi's new operating system, Xiaomi Surging OS (Xiaomi HyperOS), has completed the official version of the package.
Lei Jun said that the Mi 14 series will be the first phone equipped with the new system and has been delivered to the factory to start production. From this moment on, Xiaomi Surging OS will gradually take over from MIUI. It is worth mentioning that foreign media previously believed that Xiaomi's surging OS system is only used in the domestic market, while in overseas markets it will continue to update the MIUI system.
4. Analyst: Huawei Mate 60 Pro is too popular, Apple iPhone 15 series mobile phone sales fell sharply year-on-year
Sales of Apple's latest iPhone 15 line of phones appear to be struggling in China, according to analyst research compiled by Bloomberg.
According to Counterpoint Research, sales of the iPhone 15 series fell in the first 17 days after launch compared with the iPhone 14 series in the same period last year, with analysts estimating a decline of around 4.5%. Sales of Apple's new iPhone 15 in China have cooled, analysts say, reflecting continued weak consumer demand and the rise of rivals such as Huawei. Jefferies analyst Edison Lee and others said that Huawei's overall sales have surpassed Apple's under the influence of the surprise debut of the Mate 60 Pro, so iPhone 15 sales are down by double digits from the previous generation. They believe that Huawei has overtaken Apple to become the best-selling smartphone manufacturer in Greater China and predict that this trend will continue until 2024.
5. The demand for AI has soared! The release of Nvidia B100 was advanced to Q2 next year
Due to the surge in AI market demand, NVIDIA's next generation of AI chips will be published ahead of schedule. The Nvidia Blackwell B100 GPU, whose release date has been moved up from the fourth quarter of 2024 to the second quarter, is expected to use SK Hynix's fifth-generation HBM3e high frequency bandwidth memory to power its latest chips.
Market participants pointed out that the H100 is Nvidia's highest specification GPU at present, and the B100 is more influential than the H100, and will adopt TSMC's 3 to 4 nm process and Chiplet design architecture. SK Hynix has secured an exclusive agreement to supply Nvidia's latest HBM3e display memory, which will be used to drive the next generation B100 GPU, which will help SK Hynix become a major semiconductor supplier in the AI industry. Nvidia originally planned to release the B100 in the fourth quarter of next year, but because of the rapid rise in demand, Nvidia has moved up the release date to the end of the second quarter.
6. Wuling Starlight new energy car was launched in late November: Lingxi hybrid + Shenlian battery, comprehensive fuel consumption of 3.98L 100 km
At the SAIC-GM-Wuling Technology Evolution Day yesterday evening, the Wuling Star sedan announced that it will be listed in late November, equipped with Wuling Lingxi hybrid and Shenlian batteries.
According to reports, Wuling Starlight refused to "oil to electricity, electricity to mix", based on Wuling's new original new energy architecture, can be compatible with plug-in hybrid and pure electric two power units. Wuling Starlight adopts the "star wing aesthetics" design concept, equipped with a wing type front grille, star lights, full LED automatic headlights, star ring taillights. From the side, the car adopts the short front short long rear overhang ratio, diving attitude and sliding back modeling. Wuling Lingxi hybrid system is equipped with 1.5L hybrid engine platform, the highest thermal efficiency of 43.2%, using fish maw inlet + MASKING design to improve the combustion rate, with high energy ignition coil, improve the ignition energy.
TektStar is an independent electronic component distributor and IOT technology solution provider. Its main brands are Microchip,Silicon labs, ADI/MAXIM/LT,ON,TI, etc. The hot seller are as follows:
Microchip：
ATMEGA328P-AU ATMEGA16A-AU ATMEGA32U4-MU ATMEGA2560-16AU
AT91SAM7X256C-AU AT91SAM7S256D-AU AT24C512C-SSHM-T AT24C02C-SSHM-T
PIC16F1823-I/ST PIC16F1947-I/PT PIC18F45K80-I/PT PIC16F18323-I/S
LAN8720AI-CP-TR USB3320C-EZK-TR KSZ8081RNBIA KSZ9031RNXIC
USB2514BI-AEZG-TR MCP6002T-I/SN MCP2515-I/ST MCP2551T-I/SN
Silicon Labs：
CP2102-GMR CP2102N-A02-GQFN28R CP2104-F03-GMR C8051F310-GQR C8051F330-GMR
ADI/LT/MAXIM：
MAX232ESE MAX3232EESE MAX485ESE MAX3485EESE
ADG734BRUZ-REEL7 AD80433AD623ARZ AD8420ARZ
AD9361BBCZ AD80321 AD9525 LTM4625IY#PBF
LTC4041EUFD LT1964IDD#TRPBF
XILINX：
XC6SLX9-2TQG144C XC6SLX16-2FTG256I XC6SLX16-2FTG256I XC7A200T-2FBG484I
XC7Z020-2CLG484I XC7Z010-1CLG400I XCF32PFSG48C XCF16PFSG48C XC7K325T-2FFG900I
ONSEMI：
LM358DR2G LM2904DR2G MMBT3904LT1G BAV99LT1G MC34063ADR2G FDV301N
LV8728MR-AH NUP2105LT1G NCP1399ACDR2G CAT24C512WI-GT3
Suggested Resources
Contact Us
QQ：843349690
E-mail：PM@Tektstar.com
Phone：18126161077
Copyright：Shenzhen TektStar Technology CO., LTD.
-
Phone
18126161077 -
Wechat