2021 Distribution Thinking: Looking at "China Opportunities" from a "Global Perspective"Time of issue : 2021- 07-15
Looking back at the two decades from 2001 to 2020, global semiconductors have experienced four major shocks: the first is the Internet bubble in 2001, which caused global semiconductor sales to drop by 32% year-on-year; the second is the financial subprime crisis in 2009, global semiconductors Sales fell by 9%; the third is the double impact of the "cyclical adjustment of the semiconductor industry and the deterioration of the memory market" in 2019, and semiconductor sales fell by 12%-15%; and the fourth is the new crown epidemic in 2020.
Semiconductor industry capital expenditure grows against the epidemic, SMIC and TSMC rank the top twoTime of issue : 2021- 07-15
The shift of IC technology towards the 7nm and 5nm nodes, as well as the successive mass production of Chinese memory manufacturers, are the main thrust of semiconductor capital expenditures in 2020; the capital expenditures of foundry industry accounted for the overall semiconductor infrastructure in the past 12 months 34% of investment.
The White House convenes large companies to open a chip summit to restore industry dominanceTime of issue : 2021- 07-15
A number of American car companies suffering from chip shortages and companies involved in the semiconductor supply chain will send their executives to the White House on April 11 to attend the "Semiconductor and Supply Chain Resilience CEO Summit." Reuters said on the 11th that the U.S. Auto Industry Organization Once urged the government to help, White House officials emphasized that the chip has been involved in the US economy and national security.
The Sino-US Semiconductor Industry Technology and Trade Restriction Working Group is established!Time of issue : 2021- 07-15
The China Semiconductor Industry Association announced on its official website that the China and the United States Semiconductor Industry Association announced the joint establishment of the "Sino-U.S. Semiconductor Industry Technology and Trade Restriction Working Group." The purpose is to establish a timely communication and information sharing mechanism for the semiconductor industries of China and the United States, and exchange policies related to export control, supply chain security, encryption and other technologies and trade restrictions.
It is said that some foundry prices have risen by more than 50%Time of issue : 2021- 07-15
Due to tight supply, several major foundries around the world have raised their Q2 quarter quotations by 10-20%, and the overall increase is not much different from Q1. However, the latest news from Korean media pointed out that some foundries have increased by as much as 50%...
Strong demand for driver chip Q1 IC design "Second Brother" hints that Q2 may rise againTime of issue : 2021- 07-15
Novatek General Manager Wang Shouren pointed out that in terms of current capacity obtained, the second half will be better than the first half, and due to the limited expansion of foundry production in the past, supply and demand are expected to be tight until the end of the year, and the increase in capacity obtained next year is also quite limited.