1. Huawei Xu Zhijun: If we don’t use domestic chips, the gap will always be a gap!
According to Kuai Technology News, at the 2023 World Computing Conference on September 15, Xu Zhijun, Vice Chairman and Rotating Chairman of Huawei Technologies Co., Ltd., said in his speech that although the chips, servers, and PCs we produce are inferior to those produced abroad, There is a gap, but if Huawei does not use it, this gap will always be a gap, and lagging behind will always be lagging behind. But if it is used on a large scale, it may pull and promote the progress of our entire technology and products, and then slowly catch up.
Xu Zhijun pointed out that China’s general computing industry is currently advancing in three ecological forms. One is the X86 ecosystem, the other is the Pentium ecosystem, and the other is the RISC-V open source ecosystem. The three ecosystems will develop in parallel for a long time in the future. Ultimately, we will see who can support us in the future.
Xu Zhijun also said that computing chips must be built on the basis of actually available chip manufacturing processes; we must unswervingly build an independent computing industry ecosystem to achieve sustainable development; computing power infrastructure must be built on sustainably available computing chips and ecological foundations. superior.
2. Industry: Memory may start a price increase offensive in the fourth quarter
According to the Science and Technology Innovation Board Daily citing China Taiwan Electronic Times, industry insiders said that NAND wafer quotations have increased since the third quarter. The industry expects that the effects of production cuts will be clearer after September. Memory original manufacturers are expected to start a price increase offensive from the fourth quarter. . As for whether the growth rate of DRAM is in line with the strong pattern of NAND, since the end market demand has not yet recovered significantly, the price increase trend may be relatively moderate.
3. Organization: China’s wearable market grew 17% year-on-year in the second quarter
According to IT House news, the latest “China Wearable Device Market Quarterly Tracking Report” released by IDC Consulting shows that in the second quarter of 2023, China’s wearable device market shipped 33.5 million units, a year-on-year increase of 17.3%, which is the highest since 2022. The largest quarterly shipments since.
Smartwatch shipments were 9.42 million units, a year-on-year increase of 11.5%; bracelet shipments were 4.63 million units, a year-on-year increase of 20.9%. Hearable device shipments reached 19.33 million units, a year-on-year increase of 19.5%. IDC predicts that the adult wrist wear market shipments will increase by 5.6% year-on-year in 2023, of which adult smart watch shipments are expected to increase by 3.0% and bracelets are expected to increase by 9.3%.
4. Changdian Technology: The third-generation semiconductor devices packaged by the company have been used in automobiles and other fields
According to the Financial News Agency on the 15th, Dian Technology stated on the interactive platform that the third-generation semiconductor devices packaged by the company have been used in automobiles, industrial energy storage and other fields and have entered the production capacity expansion stage. It is expected that the revenue scale of related products will increase significantly starting from 2024, and will grow significantly in the next few years, which will help promote the rapid growth of third-generation semiconductor devices in the global application market.
5. Demand is sluggish, Volkswagen considers layoffs at Zwickau plant in Germany
According to TechWeb, citing foreign media reports, Volkswagen is considering layoffs at its factory in Zwickau, Germany, due to sluggish demand for electric vehicles. The upcoming layoffs will affect hundreds of the plant’s current 11,000 employees, although that number has not yet been confirmed.
Volkswagen announced in 2018 that it would invest $1.29 billion to transform its Zwickau plant to produce electric vehicles. The factory is Volkswagen’s largest electric vehicle factory in Europe, with an annual production capacity of 300,000 vehicles. The plant will be dedicated to the production of electric vehicles from January 2022 and is a core component of Volkswagen’s electric vehicle strategy.
6. China FAW and Mobileye signed a cooperation agreement on intelligent driving
According to China FAW Marketing Innovation Institute, on September 13, China FAW and Mobileye held a memorandum of understanding signing ceremony in Changchun, Jilin. As a result, the two parties will establish a new partnership and continue to leverage their respective industry advantages in software, hardware, and technical products to combine technology and products to give users an efficient and beautiful travel experience.
Currently, China FAW is accelerating its intelligent strategy. Based on the signing of this memorandum of understanding, China FAW will fully integrate the software and algorithm advantages of its partners based on its own strong innovation capabilities, and strive to bring more breakthroughs to users. Experience and build a more advanced and more convenient smart travel experience in the new era.
7. Omdia: NVIDIA shipped 900 tons of H100 in the second quarter
According to TechWeb citing foreign media reports, market research company Omdia disclosed that in the second quarter of 2023, Nvidia shipped 900 tons of H100 AI GPU. The average weight of an H100 GPU with a radiator exceeds 3 kilograms. Therefore, Nvidia’s sales in the second quarter More than 300,000 pieces of H100 have been shipped.
Omdia estimates that Nvidia is expected to sell about 3,600 tons of H100 GPUs this year, equivalent to about 1.2 million units. These numbers above do not include shipments of previous-generation GPUs, such as the A100, A800, and A30. Foreign media have previously reported that Nvidia plans to ship 1.5-2 million AI GPUs by 2024, most of which are H100. Omida’s latest report shows that the company is on track to reach this milestone.
8. GlobalFoundries announced the official opening of its Singapore wafer fab.
Wafer foundry GlobalFoundries announced on the 12th that it has officially opened its US$4 billion expanded manufacturing plant in Singapore. The new facility will expand GF’s global manufacturing footprint and strengthen the company’s ability to provide product security and flexibility to customers at manufacturing sites on three continents. As Singapore’s most advanced semiconductor factory to date, the expanded fab will produce an additional 450,000 wafers (300mm) per year, raising Singapore’s total production capacity to approximately 1.5 million wafers per year.