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Daily Core News
Issue
0122
❶
OpenAI negotiates financing for new chip project with Middle Eastern investors
Recently, according to the British Financial Times, OpenAI CEO Sam Altman is in order to meet OpenAI’s growing demand for semiconductors and reduce its dependence on Nvidia. To this end, Altman is negotiating financing matters with UAE investors such as Sheikh Tahnoon bin Zayed al-Nahyan, the richest man in the UAE, so that it can be used to develop and build AI models. OpenAI is also in talks to form a partnership with TSMC to manufacture chips. (Financial Associated Press)
❷Sierxin
will jointly create EDA cloud services with Tencent Cloud
Recently, Silxin announced that it is cooperating with Tencent Cloud to create EDA cloud services. The two parties will jointly create a high-performance, low-cost chip design and simulation platform to shorten the cycle of chip development and launch. In addition, Silxin will also promote the domestic EDA ecological construction plan, and Wuhan Innosilicon Technology, Xinhe Semiconductor, Qimoer, Shenzhen Guowicin Technology, and Tencent Cloud Computing (Beijing) Co., Ltd. announced that they will join it. (Titanium Media)
❸TSMC
1nm process plant site selection determined
Recently, according to sources, TSMC’s 1nm process will be located in the Chiayi Science Park. TSMC has proposed to the relevant administration authorities a land requirement of 100 hectares, of which 40 hectares will be used to establish an advanced packaging plant first, and the subsequent 60 hectares will be used as land for the 1nm factory. It is estimated that TSMC’s total investment in 1nm will exceed NT$1 trillion. (Kechuangban Daily)
❹Jinchengxin
: Plans to acquire 80% of the equity in Lubambe Copper Mine
Recently, Jincheng Chengxin announced that the company plans to establish a new overseas wholly-owned subsidiary to acquire 80% of the equity of Lubambe Copper Mine Limited ("LCML") held by Konnoco (B) Inc. for US$1, and to acquire Lubambe Copper Holdings for US$1. Limited's US$857 million loan to LCML. If the transaction is completed, the company will own 80% of the Lubambe copper mine. The mining rights of Lubambe Copper Mine are valid until April 28, 2033, and the mining rights area is 5813.04 hectares. (Financial Associated Press)
❶ASE
spent NT$464 million to acquire land in Penang, Malaysia to expand advanced packaging production capacity
Recently, the Malaysian subsidiary of semiconductor packaging and testing factory ASE invested approximately NT$464 million to obtain the land use rights of Guihua City Technology Park in Penang, Malaysia. ASE Investment Holdings is expanding its investment in Penang, Malaysia, mainly to deploy advanced packaging production capacity. (Taiwan Economic Daily)
❷Samsung
, SK Hynix and Micron have fully increased their utilization rates in the first half of 2024
Recently, AI has driven storage demand, and the utilization rates of Samsung, SK Hynix and Micron have increased across the board in the first half of 2024. Samsung has revised it up from 77% to 81% in the first quarter, and it will continue to rise from 85% to 89% in the second quarter. %; SK Hynix revised it up from 92% to 94% in the first quarter and continued to raise it to 95% in the second quarter; Micron revised it up from 95% to 98% in the first quarter. Industry insiders believe that the upward revision of original plant utilization rates and capital expenditures mainly reflects the completion of inventory destocking. (Taiwan Business Times)
❸Companies from South
Korea and other Asian countries plan to strengthen cooperation with Chile in the lithium industry
Recently, the Chilean Foreign Investment Promotion Agency announced that it had recently held meetings with a number of Korean companies to study matters related to investing in and building battery factories in Chile. South Korean companies plan to convert Chile's abundant lithium resources into lithium iron phosphate and other materials needed for lithium batteries, and then export them to the United States. South Korean companies' lithium battery products may enjoy preferential U.S. policies to diversify their clean energy supply chains. In addition, the Chilean Ministry of Economy stated in October 2023 that Japanese companies are also studying the feasibility of investing in the lithium industry in Chile. (Financial Associated Press)
❹
Google’s self-developed chip testing order was won by Taiwanese manufacturer KYEC!
Recently, Google has ushered in a major change in its semiconductor outsourcing strategy. Its self-developed mobile phone system-on-a-chip (SoC) "Tensor" has released a test order for the first time to a Taiwanese factory. This large order was successfully won by KYEC, which marks that With Google and KYEC joining hands, they have broken the turnkey foundry and packaging and testing model of cooperation with Samsung in the past. (Jiweiwang)
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