On February 4, China Micro Semiconductor Equipment (Shanghai) Co., Ltd. issued a statement saying that it noted that on January 31, 2024, the U.S. Department of Defense included the company in the list of "Chinese Military Companies (CMC)" in accordance with Section 1260h of the National Defense Authorization Act for Fiscal Year 2021.
AMEC emphasized that the company has nothing to do with the military, does not have any military investment, and does not provide products and services to any military end users, all of which are for civilian or commercial use. Regarding the impact of being included in the list, AMEC said that the list has no specific sanctions and will not have a substantial impact on the company's operation, and the current business conditions such as production and operation, import and export of products and components, and customer support are normal. (The Paper).
As a result of U.S. export controls on the NVIDIA GeForce RTX 4090, its ** soared by as much as 60% in the Asian market. According to the report, the suggested retail price of the graphics card is $1,599 (about 11,389 yuan), but buyers in Taiwan's Guanghua Digital Plaza electronics market and South Korea's Yongsan electronics market bought it for more than $2,500 (about 17,806 yuan), and then resold it at three times the ** in Chinese mainland, Hong Kong, Singapore and Vietnam. According to Taipei retailers, some buyers even insisted on buying more than 20 complete desktop computers at a unit price of 4,500 US dollars (about 32,052 yuan), disassembling them into graphics cards and then ** to make huge profits. (Nikkei Asia).
On February 1, Jiaxing National High-tech Zone Vision News showed that the signing ceremony of the SiC half-bridge module manufacturing project in Jiaxing National High-tech Zone was held. The SiC half-bridge module manufacturing project is jointly funded by Zhejiang Jingneng Microelectronics Co., Ltd. and the Xingqi technical team, focusing on the layout of automotive-grade SiC half-bridge modules. The total investment of the project is about RMB 1 billion, and the investment is to build an annual output of 900,000 sets of SiC half-bridge module manufacturing production line and related supporting facilities, which is expected to achieve an annual output value of about 12500 million yuan.
1. To reduce dependence on NVIDIA GPUs, Meta will deploy its self-developed AI inference chip Artemis this year;
2. Jingxu Semiconductor, a developer of RF filter chips, received a strategic investment of 100 million yuan;
3. SK hynix: plans to mass-produce HBM4 inner inch by 2026;
4. ASE & Moonlight: 2024 will usher in a full recovery, and investment in the United States will not be considered for the time being;
5. The world's advanced: Q1 capacity utilization rate decreased to 50%, and shipments decreased by 6%-8%.