EDA is one of the hot investment areas this year

TCL Huaxing, Sanan Optoelectronics, and Konka's three billion-yuan projects have made new progress, and Xinhuazhang has received a new round of financing of nearly 100 million yuan

This week, the 42.68 billion yuan TCL Huaxing T7 project went into mass production, the 12 billion yuan Sanan Optoelectronics Mini/Micro LED chip project will be put into production in March next year, the 30 billion yuan Konka Semiconductor Industrial Park and the third-generation compound semiconductor project landed in Nanchang, SMIC stated at the performance meeting that the 14nm process had been mass-produced in the fourth quarter of last year, and Xinhuazhang received nearly 100 million yuan in Pre-A+ round financing...

Jiwei comment: EDA is one of the hot investment areas this year.

The new energy vehicle industry planning injects a "core booster", and domestic automotive chips enter the fast lane of development

After experiencing pain, the resilience of the new energy vehicle industry chain has been highlighted. As the industry recovers, the implementation of the "New Energy Vehicle Industry Development Plan (2021-2035)" has recently pointed out the direction for the industry's development in the next fifteen years. However, the new energy vehicle industry chain is relatively long and its development is uneven. Therefore, which sub-sectors are better tracks has become a topic of great concern to "gold diggers".

Jiwei comment: Mainland Semiconductor's layout in the automotive chip field is far less extensive than in the mobile phone field.

[Chipboard Map] Can it become the next outlet? my country's fourth-generation semiconductor layout is beginning to emerge

As the market's requirements for semiconductor performance continue to increase, coupled with the continuous introduction of various favorable policies, new compound materials such as third-generation semiconductors have begun to emerge with their performance advantages, and third-generation semiconductors have ushered in an explosive trend. At this time when the third-generation semiconductors are attracting everyone's attention, the fourth-generation semiconductors are gradually coming into our sight.

Jiwei comment: Calling semiconductors the third generation or the fourth generation is not very scientific. It is more scientific to call them the third and fourth type of semiconductors. They are not in a progressive relationship.

Following Compal, Quanta and Asus will also cancel their year-end parties due to the epidemic this year

The COVID-19 pandemic continues to spread, and coupled with the large number of overseas executives and employees of various companies, considering the winter epidemic, technology giants such as Quanta, Compal, Asus, and Acer will not hold large-scale company-wide year-end parties this year.

Jiwei Comment: Year-end parties have become increasingly popular in mainland China in recent years. I believe that most year-end parties in mainland China will not be cancelled.

Nikkei: Huawei's supply is limited, Sony and Samsung's tug-of-war over image sensors is about to heat up

Samsung is challenging Sony's global dominance in smartphone image sensors as Huawei is affected by U.S. sanctions, according to Nikkei Asian Review. As competition for 5G smartphones intensifies, the race for leadership in the image sensor market is also intensifying.

Jiwei comment: In the field of image sensors, OmniVision has begun to pose a certain threat to Samsung and Sony.

LG and Sony lose the lawsuit! Some OLED TVs may be banned in Germany

Previously, Solas OLED Ltd (hereinafter referred to as "Solas") sued LG Display Co., LG Display Germany GmbH, LG Electronics Inc., LG Electronics Deutschland GmbH and Sony Europe BV in the Mannheim Regional Court in Germany, accusing the above-mentioned companies of infringing its patents and listing some OLED TVs of LG and Sony as infringing products.

Jiwei Comment: Many sales bans are issued due to patent infringement in the first instance, but not many are actually enforced in the end. Most of them cannot be actually enforced due to appeals or settlements.