Semiconductor Industry 02 (Aug 22 - Dec 26)

[behappyalways]

Nvidia Vs. AMD Vs. Intel: Comparing AI Chip Sales
https://www.zerohedge.com/technology/nv ... chip-sales

[behappyalways]

Japan’s “National Chip Team” starts, Chitose wafer fab under construction

日本「晶片國家隊」起跑 千歲晶圓廠興建中｜方念華｜FOCUS全球新聞 20230904@tvbsfocus

https://m.youtube.com/watch?v=RuK55juQh2M

[winston]

China to launch new US$40bil state fund to boost chip industry, sources say

It is likely to be the biggest of three funds launched by the China Integrated Circuit Industry Investment Fund, also known as the Big Fund.

Its target of 300 billion yuan ($41 billion) outdoes similar funds in 2014 and 2019, raised 138.7 billion yuan and 200 billion yuan respectively.

One main area of investment will be equipment for chip manufacturing.

The fundraising process will likely take months and it was not immediately clear when the third fund will be launched .

Backers of the Big Fund's previous two funds include the finance ministry and deep-pocketed state-owned entities such as China Development Bank Capital, China National Tobacco Corporation and China Telecom.

Over the years, the Big Fund has provided financing to China's two biggest chip foundries, Semiconductor Manufacturing International Corporation and Hua Hong Semiconductor, as well as to Yangtze Memory Technologies, a maker of flash memory and a number of smaller companies and funds.

Source: Reuters

https://www.thestar.com.my/business/bus ... ources-say

[winston]

TA Securities: Malaysian Semicon industry on track for a recovery towards 2024, MPI top pick

By Surin Murugiah

While the semiconductor sector’s cyclical downcycle prevails, it is notable that historical trends suggest that the industry is on track for a recovery towards 2024.

“For perspective, recent instances when the industry underwent a downcycle of similar magnitude were in 2001/2002 and 2008/2009, with the respective downcycle lasting for 16 months and 13 months.

“That said, we do not discount a protracted recovery path given rising concerns on China’s slowing economy and lingering headwinds from the uncertain interest rate outlook,” it said.

Source: theedgemalaysia.com

https://theedgemalaysia.com/node/681766

[behappyalways]

How Did SK Hynix's Chips End Up In New Huawei Smartphone?
https://www.zerohedge.com/geopolitical/ ... smartphone

[behappyalways]

TSMC asks suppliers to delay chip delivery, says Reuters
https://www.theedgesingapore.com/news/s ... ys-reuters

[behappyalways]

Semiconductors
https://twitter.com/mikepsilva/status/1 ... 9707630793

[behappyalways]

New AI chips use an insane amount of electricity
https://twitter.com/BrianGitt/status/17 ... 4826742171


Malaysia Aims To Become A Semiconductor Powerhouse
https://www.zerohedge.com/markets/malay ... powerhouse

[behappyalways]

There are differences between Taiwan and South Korea in the U.S. ban on domestically produced chips. Why is South Korea exempted indefinitely?

美禁晶片陸產豁免台韓有別 韓國為何得到無限期豁免? TVBS文茜的世界財經周報 20231015

https://m.youtube.com/watch?v=VsFIachAxPI

[behappyalways]

Chip Stocks Tumble After US Restricts Sale Of Made-For-China Chips
https://www.zerohedge.com/economics/chi ... hina-chips