Jul 10,2024
July 10, 2024 Munich Shanghai Electronics Show in Shanghai New International Expo Center successfully concluded.
Apr 23,2024
The working principle and role of IGBT in inverter
The working principle and role of IGBT in inverter
Mar 25,2024
On March 25, it was reported that Nvidia is expected to purchase a large quantity of 12-layer HBM3E from Samsung Electronics starting in September, the latter being the exclusive supplier. At the recent GTC 2024 event, Huang Renxun praised the 12-layer HBM3E product from Samsung Electronics. SK Hynix has been unable to launch similar products due to engineering problems, but plans to mass produce 8-tier HBM3E by the end of this month. The cooperation between Samsung Electronics and NVIDIA will further consolidate their positions in the semiconductor industry. The 12-layer HBM3E technology will provide Nvidia with a higher-performance memory solution, which should help its development in the areas of artificial intelligence and high-performance computing. Meanwhile, this collaboration will also bring more market share and revenue growth opportunities to Samsung Electronics. SK Hynix's temporary lag in the 12-tier HBM3E field could affect its competitiveness in the memory market. However, the company intends to compensate for this deficiency by mass producing 8-layer HBM3E products. This strategic adjustment will help SK Hynix stabilize its market position in the short term and prepare for future technological advances. Overall, competition in the semiconductor industry is fierce, and major manufacturers are seeking technological innovation opportunities and market expansion. The cooperation between Samsung Electronics and NVIDIA, as well as the adjustment of SK Hynix, are manifestations of the changing competitive landscape in the industry. Investors should closely monitor the dynamics of related companies in order to capture potential investment opportunities.
Mar 25,2024
Recently, SEMICON China 2024, a major event in the semiconductor industry, was held at the Shanghai New International Expo Center. More than 60 companies in the silicon carbide industry chain participated, covering the MOCVD, ion implantation, substrates, epitaxial wafers, devices and other industry chain links, making it a major highlight of the exhibition.
Mar 25,2024
Brain type chips: the future development trend of artificial intelligence
In the innovative iconic products section, it is highlighted that for brain computer interfaces, advances are made in key technologies and key components, such as brain-like chips.
Mar 25,2024
The development of future industries cannot be separated from these semiconductors
The Ministry of Industry and Information Technology and seven other departments jointly issued the "Implementation Opinions on the Promotion of Future Industrial Innovation and Development" (hereinafter referred to as "Implementation Opinions"), which involve advanced semiconductor materials, brain-type chips, GPU chips and other new key materials and devices. In addition, "Implementation Opinions" involve innovative products such as quantum computers and future high-end equipment such as humanoid robots, which also require semiconductor products such as quantum chips and sensors.
Mar 25,2024
Semiconductor Market Turning Point
The semiconductor department has always been the main source of profit for Samsung Electronics, contributing 80 percent of the company's profits at its peak. But over the past year, the semiconductor business has become a burden. Samsung Electronics recently released its fourth quarter 2023 financial report, which showed that due to poor performance in the semiconductor department, Samsung Electronics operating profit declined for the sixth consecutive quarter, with a year-on-year decrease of 35% in profit in the fourth quarter. In 2023, operating profit was 6.54 trillion Korean won, a year-on-year decrease of 84.92%. This performance result shows that global demand for consumer electronics will remain weak in 2023, with demand for smartphones and storage chips remaining sluggish.
Mar 25,2024
What semiconductor materials will be used for the next generation of chips?
With the explosive development of new technologies such as new energy, 5G and artificial intelligence, the global demand for chips based on high-quality semiconductor materials has increased. In recent years, the United States has tried to retain China in the field of semiconductor chips, which has led to an unprecedented increase in the Chinese people's attention to the semiconductor industry. Recently, Huawei and Harbin Institute of Technology jointly applied for a patent for a hybrid bonding method for three-dimensional integrated chips based on silicon and diamond, which has attracted widespread attention in the technological community. In fact, in the field of next-generation semiconductor materials, countries are also making efforts.
Mar 25,2024
Global semiconductor industry sinks and recovers
According to Nihon Keizai Shimbun's report on November 18, the performance of global semiconductor equipment manufacturers has hit bottom. The third quarter 2023 quarterly report showed that 8 out of 9 large companies in this field had higher net sales and profits than the second quarter, and it is expected that the fourth quarter will also continue to improve steadily.