The United States has significantly increased taxes on semiconductors; domestic GPUs have launched IPOs
Latest update time：2024-09-18
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Chip Circle
US imposes heavy tariffs on semiconductors
The United States has recently started to "take dirty tricks" again. Last week, the Office of the United States Trade Representative said that starting from September 27, the tariff rate on Chinese-made electric vehicles will be raised to 100%, the tariff rate on solar cells will be raised to 50%, and the tariff rate on electric vehicle batteries, key minerals, steel, aluminum, masks and shore container cranes will be raised to 25%.
In addition, the United States has increased import tariffs on Chinese semiconductors by 50%, and this new tax rate will take effect in January 2025. Two new categories of polysilicon and silicon wafers used in solar panels have been added to the semiconductor category.
The EU has also started to make some small moves. On September 12, the European Commission stated that the price commitment solutions submitted by the China Chamber of Mechanical and Electrical Industry and all electric vehicle manufacturers in the EU electric vehicle anti-subsidy case did not meet the requirements, and the EU intends to reject the relevant price commitment applications.
AI chip unicorn
Start IPO coaching
We have mentioned in the article "
Domestic GPU, it's not
easy" how difficult it is for domestic GPU manufacturers. Recently, a company that was once sanctioned is preparing to start the road to listing. Last week, AI chip unicorn BiRen Technology registered for guidance with the Shanghai Securities Regulatory Bureau, intending to issue shares for the first time and go public. The guidance broker is Guotai Junan. BiRen has completed multiple rounds of financing, with a total public financing amount of more than 5 billion yuan.
BiRen Technology was founded in 2019. Its founder, Dr. Zhang Wen, graduated from Harvard Law School. He was the CEO of Inray Optoelectronics Technology, a subsidiary of SMIC founder Richard Chang. Later, as the president of SenseTime, he led the establishment of SenseTime's headquarters in Shanghai. This is another GPU company that has started listing guidance this year. In August, AI chip unicorn Suiyuan Technology registered for guidance filing with the Shanghai Securities Regulatory Bureau.
US government promotes Intel's OEM business
As we all know, Intel and Samsung have had a hard time recently, especially in the foundry business and 2nm node. Both parties have been unable to break through the yield rate and have been "battered" by the cutting-edge 2nm process. Especially Samsung, due to the continued problem of 2nm yield rate, Samsung Electronics decided to withdraw personnel from the Taylor plant in Texas, USA, and Samsung plans to lay off employees worldwide, cutting some departments by 30%.
Intel, on the other hand, has attracted strong foreign aid. Last week, in a meeting with U.S. Commerce Secretary Gina Raimondo, Intel CEO Pat Gelsinger expressed disappointment with the U.S.'s reliance on TSMC to produce advanced chips. Raimondo has since held private meetings with some public market investors (via CNBC), including shareholders of tech giants Nvidia and Apple, to encourage them to push their companies to use U.S. foundries to produce artificial intelligence chips.
New Products
See what new electronics are available
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Allegro MicroSystems introduces high-bandwidth current sensor using XtremeSense TMR technology;
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Vishay expands IHPT's line of solenoid-based haptic feedback actuators (with Immersion license) with five new devices in different sizes and force levels: IHPT1411AFELR73ABA, IHPT1207AGELR39AB0, IHPT1710ACEL1R2AB0, IHPT1411AFELR73AB0 and IHPT1614ACEL2R7BB0;
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MathWorks introduces Release 2024b (R2024b) of the MATLAB and Simulink product families;
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Hejian Industrial Software released UniVista RaSA, a domestically developed industrial safety analysis platform;
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Infineon Technologies takes the lead in developing the world’s first 300 mm GaN power semiconductor technology;
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Southchip Technology has recently launched the automotive-grade buck-boost converter SC8745Q;
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Imagination launches its latest automotive graphics processor (GPU) IP for in-car intelligence and interactivity, the Imagination DXS GPU;
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Pickering Interfaces releases newest programmable resistor module;
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Wolfspeed launches new 2300 V baseplate-less silicon carbide module;
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Melexis launches the MLX90834 pressure sensor chip, designed for demanding automotive applications such as electric vehicle thermal management;
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Bourn introduces six new models in its Riedon industrial shunt resistor product line.
Primary Market
Power semiconductors, melted
Last week, Fujin Power Semiconductor received 50 million in financing. It is understood that the company was founded in 2021 and was jointly initiated by former TSMC executive Dr. Zhang Shuai, former SoftBank Capital executive Bai Jiexian, and Professor Zhang Bo, a well-known power semiconductor expert. After three years of planning, it has established three major business divisions of "power systems, power semiconductors, and engineering services", and has the full-chain R&D capabilities of power devices-modules-power conversion systems.
By integrating the complete chain of power semiconductors from the design end (power device development), engineering services (wafer cutting, reliability testing) to the application end (power module development), we can connect the development path and achieve innovative breakthroughs in technology and products. We also provide a variety of services, including self-developed devices and power module products for sale, as well as single-link product customization services and engineering services.
Optoelectronics, two financings
Last week, two optoelectronics-related companies received financing. The first was Boton Optoelectronics, which completed a 100 million yuan B round of financing. At the end of last year, Boton Optoelectronics completed a breakthrough from 0 to 1 in the semiconductor field. With high-performance ion sources and consumables as the entry point, it successfully entered the semiconductor industry chain and launched and introduced multiple series of products. It has passed the verification of many customers and met customers' needs in the exploration of special processes and advanced processes. It has truly realized the multi-scenario application of domestic ion sources in semiconductor front-end and back-end processes, and its business revenue has climbed rapidly. Boton Optoelectronics is also the only domestic high-performance ion source company that has entered the semiconductor field and achieved batch and benchmark customer repurchase.
Secondly, Canglong Optoelectronics completed hundreds of millions of yuan in financing. The company is a subsidiary of Accelink Technologies that focuses on the research and development and manufacturing of high-end optoelectronic devices. It is one of the very few companies in my country that has achieved industrialization in the production of laser transmitters and receivers with a speed greater than 10Gbps and a transmission distance greater than 40 kilometers. Its products are widely used in optical communications, gas monitoring, fiber optic sensing, industrial lasers and other fields, providing reliable lasers and detection devices for national information communications and industrial security construction.
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