News
News
Morgan Stanley: Semiconductor market may reach $1.5 trillion by 2030
2026-05-26 333
International

1. Micron Technology will restart production of DDR4 and LPDDR4, with an expected fourfold increase in DDR4 wafer supply.
 
2. According to reports, Samsung Electronics has successfully implemented the world's first 900 layer V-level NAND prototype technology.  

3. Amkor is expanding its advanced packaging layout in Arizona and has revealed that the company is collaborating with AMD on chip packaging.  

4. Nvidia will establish an AI research laboratory in Singapore to further promote the layout of automation and robotics technology.  

5. SK Hynix announced the launch of a temperature controlled thermal storage technology called "iHBM". Compared to traditional solutions, the thermal resistance of iHBM has been reduced by 30%.

6. According to a report by Morgan Stanley, it is estimated that the global semiconductor industry market size may reach $1.5 trillion by 2030, with AI related chips contributing up to 50%.

Domestic

1. Huatian Technology invested 3 billion yuan to build the "Huatian Nanjing Advanced Packaging and Testing Industry Base Phase II Phase II Construction Project".

2. Ziguang Guowei plans to acquire Ruineng Semiconductor for 1.9 billion yuan. After the transaction is completed, Ruineng Semiconductor will become a wholly-owned subsidiary of Ziguang Guowei.  

3. Kinghelm and Slkor are recruiting Key Account Directors! Require to have access to major customer resources and the ability to tackle challenges in the electronics industry, with generous compensation. Welcome ambitious individuals to join us, explore the market together, and create the future together!  

4. Yu Hao, CEO of Zhumi Technology, publicly stated that Zhumi Auto is expected to achieve mass production in about a year and a half, with priority given to expanding into overseas markets.  

5. Global Crystal's 2-inch square monocrystalline silicon wafers have begun small-scale validation and are expected to be mass-produced in the fourth quarter of 2026.  

6. NE Times released data for the first quarter of 2026, showing that the installed capacity of Xinlian integrated silicon carbide power modules ranks second in China, with a market share of 14.6%.
Related Recommendations
whatsapp

Service Hotline

tel: +86 755 83044319

WhatsApp

Whatsapp:+8618073002950