Litaba tsa Machaba:

1. Japane e phatlalalitse lithuso tse fihlang ho li-yen tse limilione tse likete tse 590 (lidolara tse limilione tse likete tse 39) ho k'hamphani ea eona ea lehae ea Rapidus, ho kenya chelete e eketsehileng morerong oa eona oa ho fumana sebaka sa tlhahiso ea li-semiconductor.

2. Mehato e ntlafalitsoeng ea United States mabapi le li-export tsa semiconductor ho ea Chaena, e reriloeng ho qala ka la 4 Mmesa, e 'nile ea nyatsuoa ke' muelli oa Lekala la Khoebo la Chaena, a bolela hore mohato ona o senya melao ea 'maraka le taolo ea moruo oa machaba ka ho teba. tšokelo e kholo botsitsong ba indasteri ea lefats'e le liketane tsa phepelo.

3. Lintlha tse tsoang femeng ea lipatlisiso ea TechInsights li bontša hore thekiso ea semiconductor ea NVIDIA e fihlile ho $19.8 bilione karolong ea bone ea 2023, e feta TSMC, Samsung, le Intel ho ba mofani oa thepa e kholo ka ho fetisisa lefatšeng.

4. Ho ea ka boitsebiso bo fanoeng ke Lefapha la Khoebo, Khoebo le Matla a Korea Boroa ka la 1 April, thepa ea Korea Boroa ka March e ile ea eketseha ka 3.1% selemo le selemo ho ea ho $ 56.56 limilione tse likete, ho tšoaea khoeli ea botšelela e latellanang ea kholo.

5. ASML, e leng moetsi ea ka sehloohong oa thepa ea photolithography, e kile ea nahana ka ho fallisetsa ntlo-khōlō ea eona ka lebaka la ho tšoenyeha ka khaello ea basebetsi le litaba tse ling. 'Muso oa Madache o phatlalalitse ka March 28th hore o tla tsetela li-euro tse limilione tse likete tse 25 (hoo e ka bang limilione tse likete tse 195 RMB) ho ntlafatsa lipalangoang le lisebelisoa tsa motheo sebakeng sa Eindhoven, ho netefatsa hore ASML ha e falle.

6. Counterpoint e lokolotse tlaleho ka la 27 Hlakubele, e bolelang hore kotareng ea bone ea 2023, TSMC e laola 61% ea 'maraka oa lefats'e oa li-wafer foundry, e boloka boemo ba eona bo etelletseng pele; Samsung e behiloe boemong ba bobeli ka lebaka la ho tlatsetsoa ha li-smartphone le li-odara tsa pele tsa letoto la Galaxy S24, ka karolo ea mmaraka ea 14%.

7. Moetsi ea ka sehloohong oa moetsi oa li-chipset tsa smartphone MediaTek o atlehile ho sebelisa mohlala o moholo oa Tongyi Qianwen holim'a li-chips tsa li-flagship joaloka Dimensity 9300, ho finyella ho kopanya ho tebileng ha mefuta e meholo ea li-chipsets tsa mobile.

8. The Semiconductor Equipment and Materials International (SEMI) e tlalehile hore litonanahali tse peli tsa semiconductor, TSMC le Intel, li lebelletsoe ho phethela kaho ea masela a 2-nanometer kapa ka tlase ho wafer monongoaha. TSMC e lebelletsoe ho fihlela bokhoni ba khoeli le khoeli ba li-wafers tse 67,500 8-inch, ha Intel e lebelletsoe ho fihla li-wafers tse 202,500 XNUMX ka khoeli.

Litaba tsa China:

1. YEESTOR e lokolotse molaoli oa pele oa polokelo ea UFS oa China, YS8803, e lebisitse 'maraka o bulehileng.

2. Ka la 28 Hlakubele, k'hamphani ea Nanjing ea Huatian Technology e thehile ka molao projeke ea eona ea Nanjing Factory Phase II ka matsete a kakaretso ea li-yuan tse limilione tse likete tse 10 ho theha setsi se tsoetseng pele sa ho paka le ho etsa liteko.

3. Khampani e etelletseng pele ea China ea li-wafer foundry, SMIC, e lokolotse tlaleho ea eona ea selemo ea 2023 ea lichelete ka la 28 Hlakubele. Kakaretso ea lekeno e fihlile ho $ 6.32 bilione, ka liphetoho tse fetotsoeng ho feta karolelano ea indasteri, phaello e felletseng ea 19.3%, le sekhahla sa ts'ebeliso ea bokhoni ba selemo le selemo sa 75%, se ileng sa kopana le tataiso ea pele.

4. GSMA e lokolotse tlaleho ea "China Mobile Economy 2024", e bolela esale pele hore likhokahano tsa China tsa 5G li tla feta 1 bilione selemong sena.

5. Ka la 1 Mmesa, projeke ea ntlo-kholo ea lisebelisoa tsa ho lekanya semiconductor ea Huiran Technology, e nang le matsete a kakaretso ea li-yuan tse limilione tse likete tse 1, e saennoe ka molao 'me e tla be e le Seterekeng sa Binhu sa Wuxi City.

6. Bafuputsi ba Shanghai Institute of Microsystem and Information Technology ea Chinese Academy of Sciences, ho kenyeletsoa Cai Yan le Ou Xin, ba atlehile ho etsa silicon photonics chips ba sebelisa mokhoa o tloaelehileng oa 180-nanometer silicon photonics oa Shanghai Microtechnology Industrial Research Institute, 'me ba fihletse. Ho kopanngoa ha silicon photonics chips le lithium niobate ka theknoloji ea "ion knife".

7. Slkor e ile ea fuoa tlotla ea "Excellent Chinese Brand Enterprise of 2023" ke Huaqiang Electronics Motsoalle.