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Daily Core News
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1208
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SK hynix’s latest reorganization! Establish a new AI semiconductor department to fully develop new markets
Facing the increasingly huge market of artificial intelligence (AI), South Korean memory chip giant SK Hynix has begun to take strategic measures. SK Hynix, the world's second largest memory chip manufacturer, announced in its latest reorganization that it will establish a new division, AI Infra, to be responsible for artificial intelligence chip-related business. This is part of the company's strategy to focus more on high-demand high-end chips. SK Hynix said on Thursday (December 7) that in the company's latest annual top-level reshuffle, the newly established AI infrastructure division will integrate high-bandwidth memory (HBM) capabilities dispersed within the company. This department will also lead the development of artificial intelligence technologies such as new generation HBM chips and find and develop new markets. (Science and Technology Daily)
❷China
Resources Microelectronics 12-inch integrated circuit production line project will be put into production next year
China Resources Microelectronics is my country's leading comprehensive semiconductor company with integrated operations across the entire industry chain including product design, wafer manufacturing, packaging and testing. In January 2022, China Resources Microelectronics established a southern headquarters and global innovation center in Baoan District, Shenzhen, which integrates functions such as high-end manufacturing operations, investment incubation, scientific research and innovation, and sales integration, and began to launch a 12-inch specialty process integrated circuit production line project . It is reported that the first phase of the China Resources Microelectronics 12-inch power chip production line project has a total investment of 22 billion yuan, a total construction area of 238,000 square meters, and an annual production capacity of 480,000 pieces after completion. Products are mainly used in automotive electronics, new energy, industrial control, consumer electronics and other fields. (Future Semiconductor)
❸Aisen
Co., Ltd. is listed on the Science and Technology Innovation Board, focusing on electroplating solutions and photoresists in the field of electronic chemicals
Recently, Jiangsu Aisen Semiconductor Materials Co., Ltd. (referred to as "Aisen Shares") was listed on the Science and Technology Innovation Board of the Shanghai Stock Exchange, becoming the first photoresist stock on the Science and Technology Innovation Board. In terms of electroplating solution products, Essen is based on traditional packaging and gradually extends to other application fields, covering the electroplating process links in passive components, PCB, advanced packaging, wafers, photovoltaics and other fields, and has achieved success in advanced processes such as 28nm and 14nm. important progress. In terms of photoresist products, Aisen Technology focuses on business development with large-scale semiconductor industry customers, uses photoresists with special processes as a breakthrough, and gradually realizes domestic substitution of photoresists through differentiated competitive strategies. In the field of photoresists for OLED array manufacturing , a major breakthrough has been made in negative thick film photoresist for advanced packaging. (Future Semiconductor)
❹Qingyi
Optoelectronics plans to raise an additional 1.2 billion yuan to invest in projects such as semiconductor masks
Recently, Qingyi Optoelectronics issued the "Announcement on the Resolution of the Eleventh Meeting of the Ninth Supervisory Board of Shenzhen Qingyi Optoelectronics Co., Ltd.", planning to raise an additional 1.2 billion yuan and invest 600 million yuan in raised funds for high-precision mask production. Construction of the first phase of the base construction project and the first phase of the high-end semiconductor mask production base construction project. Through the implementation of this fundraising project, Qingyiguang can gradually realize the mass production and localization of high-end semiconductor masks at 130nm, 65nm and higher nodes, meet the changing needs of customers, and promote the company to achieve product upgrades and technological leadership. , Strengthen the company's market competitiveness for sustainable development. (Future Semiconductor)
❶Crush
your opponents
in multiple
directions ! Google Gemini may accelerate the arrival of humanoid robots, and the popularity of AI mobile phones can also be expected
Google released its self-developed large model Gemini in advance on December 6, local time - the most powerful competitor of ChatGPT. Gemini is actually a family of artificial intelligence models: the "big cup" Gemini Ultra, the "medium cup" Gemini Pro, and the "small cup" Gemini Nano. Among them, Gemini Ultra is mainly designed for data centers and enterprise applications. Its powerful native multi-modal performance has once again triggered everyone's imagination of general artificial intelligence. Google DeepMind is already studying how to combine Gemini with robotics to physically interact with the world. Google said that thanks to Gemini Nano, AI can run on more diverse devices and platforms, making AI accessible to everyone. (Science and Technology Daily)
❷Trina
Solar: Global module demand next year will be close to 600GW. N-type TOPCon will be the mainstream product in the short term.
According to reports on December 7, Gao Jifan, chairman and general manager of Trina Solar, said: "We expect global module demand to be close to 600GW in 2024. N-type TOPCon will be the mainstream product in the short term, but other technology routes such as HJT, BC, and perovskite Mines also have a lot of room for development." Gao Jifan further believes that the market share and cost advantages of leading integrated companies are expected to increase in the future. "We believe that the concentration of the industry will further increase next year, and the market share of industry leaders will increase. At the same time, the upstream production capacity of integrated manufacturers with stronger component sales capabilities will show a more obvious operating rate advantage relative to the industry, which will bring about To achieve better cost advantages” (Science and Technology Daily)
❸Zhongyi
Internet of Things completed nearly 100 million yuan in Series A financing
On December 7, Shenzhen Zhongyi Group completed nearly 100 million yuan in Series A financing. This round of financing was led by Zhongwei Yihe, and was followed by Shenzhen-Hong Kong Connect Capital and others. Zhongyi Internet of Things has focused on the Internet of Things industry for 7 years. It is a professional developer of the Internet of Things industry. It has achieved more than 5 million connections for Internet of Things devices in industries such as Internet of Vehicles, in-vehicle WiFi, smart medical care, wireless meter reading, and financial POS, and can provide a full set of Internet of Things solutions.
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