24h Medium General Tracking

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Data Support| Pythagorean Big Data (www.gogudata.com)

[TSMC denies arizona plant project delay: according to plan; October 23 news that TSMC, Intel and other manufacturers compromised with the United States and will submit sensitive business data to the United States; October 24 earthquake did not have a significant impact on TSMC]

On October 22, TSMC denied the delay of the 5nm fab project in Arizona, saying that the Arizona plant is planned and is expected to be moved into the machine in the second half of 2022, and the first phase of the plant will start production in 24Q1 with a 5nm process and a monthly production capacity of 20,000 pieces.

On October 23, the Commerce Department said that companies including Intel, Infineon, SK Hynix and General Motors (GM) had said they would cooperate in providing chip shortage data, but the Commerce Department may decide whether to take enforcement measures at the end based on the quantity and quality of submissions. Under the intimidation of the United States, TSMC also said on the afternoon of October 22 that it would submit relevant trade secret data such as TSMC factory orders, inventory quantities, and sales records to the United States before the November 8 deadline, and said that the submission of information was to improve demand visibility in the complex chip supply chain and avoid a serious shortage of chip supply in the future.

At 13:11 on October 24, a magnitude 6.3 earthquake occurred in Yilan County, Taiwan (24.55 degrees north latitude, 121.80 degrees east longitude), with a depth of 60 kilometers. TSMC said that the evacuation was carried out according to the standard operating procedures, the current industrial safety system is normal, and the earthquake has not had a major impact on the company.

Comments: From the perspective of 21Q3 revenue, advanced processes such as 5nm and 7nm have accounted for 52% of TSMC's total revenue, and it is expected that with the increase in customer demand such as Apple and AMD in the future, the proportion of advanced processes in total revenue is expected to further increase. The steady progress of the Arizona plant has reserved room for the subsequent increase in 5nm demand.

In September this year, in order to solve the chip shortage, the US government held a semiconductor summit and resorted to extreme measures to improve the transparency of the chip "supply chain" and required wafer foundries to voluntarily hand over chip inventory, orders, sales records and other data regarded as "trade secrets" within 45 days. In response, TSMC has said that it "will not disclose confidential information of customers", but as the deadline approached, TSMC finally succumbed to the intimidation of the United States. This may weaken the bargaining power of big manufacturers such as TSMC and Samsung, and then hit the price of the overall chip market.

TSMC is located in the Himalayan seismic zone, and semiconductor manufacturing has extremely high requirements for accuracy, can not tolerate a single error, under the frequent occurrence of earthquakes, semiconductor manufacturing will also be greatly affected. Since TSMC's market share in the field of wafer foundry in the past 20 years has reached 57%, it can be said that the earth is shaking and semiconductor manufacturing is shaking three times, so the earthquake has a huge impact on TSMC and even the global chip supply. From this point of view, the global layout of GROFOUNDRIES, the third oldest semiconductor that will be listed on Thursday, provides customers with alternatives to TSMC, avoiding the impact of semiconductor supply due to natural disasters such as earthquakes due to the pressure on TSMC.

[NetEase Cloud Music announces a cooperation with Huawei to become the first music app to achieve cross-device circulation with Hongmeng Ecology]

On October 23, NetEase Cloud Music officially announced that it has reached a cooperation with Huawei, becoming the first music App to achieve cross-device circulation with Hongmeng Ecology, and users can seamlessly use the functions of NetEase Cloud music products in all Huawei devices with HarmonyOS installed. It is reported that the function will be officially launched in November.

Comments: Huawei HarmonyOS has the ability to distribute and realize the cross-device circulation of music services. Users can switch music to nearby playable Hongmeng devices, and transfer music to smart screens, tablets, watches, speakers and other devices with one click to achieve multi-scene collaboration of software and hardware resources. At the Huawei Developer Conference 2021 (Together) (HDC) held in Songshan Lake, Dongguan, Guangdong Province, many information on Huawei's Hongmeng ecology was announced, and NetEase Cloud Music and Huawei also displayed atomized service demos including service cards.

It is understood that there are 157 million Huawei devices based on Hongmeng, and 60 million third-party OpenHarmony-based devices. In addition, the global distribution of Hongmeng software applications reached 5.1 million+ developers, 170+ countries and regions, and the cumulative distribution of applications reached 332.2 billion (January to September 2021).

【Xiaopeng Automobile 1024 Science and Technology Day released a flying car, achieving a 5-minute endurance of 200 kilometers on charging, mass production in 2024】

On Sunday, Xiaopeng Motors released China's first mass-produced 800V high-voltage SiC platform, with a peak charging current of more than 600A, using a high energy density, high charging rate battery, charging for 5 minutes to supplement the endurance of up to 200 kilometers. Show the design version of the sixth generation of flying car, through the propeller blade folding mechanism to achieve the integration of flight and land, the size and the size of the existing vehicle is the same, can switch the driving mode at any time, the weight is only 50% of the Xiaopeng P7, the goal is to achieve mass production of flying cars in 2024, the price will be controlled within 1 million yuan.

Comments: Detached from gravity and freely soaring in the sky, it has always been the dream of human beings. The emergence of flying cars can raise the way of urban travel to a new dimension, but also bring huge imagination to the automobile manufacturing industry, of course, it is far more difficult to achieve than imagined, not only has technical constraints, but also will give birth to new urban traffic problems. Let's wait and see

[After Ali, JD.com, and Pinduoduo, Baidu E-commerce Announced Technical Service Charges]

A few days ago, Baidu E-commerce issued the "Announcement on the Adjustment of Platform Technical Service Fees", in which Du Xiaodian adjusted the original platform-free technical service fee charging standards to 5% (the technical service fee for all categories on the platform is 5%, and the base for the collection of technical service fees is "the amount paid by consumers (including freight) + platform coupons/red envelope amounts"), and it will be implemented on October 9.

In addition, in order to encourage merchants to improve service quality and expand the scale of operation, Duxiaodian conditionally gives commercial discounts on technical service fees to merchants, and the form and standard of discounts will be notified separately.

Comments: It has long been an industry practice for Internet platforms to charge for technical services. As early as 2014, the Taobao open platform comprehensively optimized the API usage resources, and adopted API charges for all service providers that called the TOP interface. JD.com and Pinduoduo open platforms also charged api interface calls for all developers in September 2019 and July 2020, respectively.

It is reported that the API is a calling interface left by the operating system to the application, and the application makes the operating system execute the application's commands by calling the operating system's API. Third-party developers can use these APIs to develop more applications and products that meet the needs of users.

【Family Education Promotion Law Voted and Passed】

On October 23, the 31st session of the Standing Committee of the 13th National People's Congress voted to pass the Family Education Promotion Law. The law makes it clear that the parents or other guardians of minors are responsible for carrying out family education.

The State and society provide guidance, support and services for family education. In order to echo the "double reduction" requirement of reducing the homework burden and off-campus training burden of students in the compulsory education stage, the law stipulates that local people's governments at or above the county level shall strengthen supervision and management, reduce the burden of homework and off-campus training on students in the compulsory education stage, smooth the communication channels between schools and families, and promote the mutual cooperation between school education and family education.

Minors' parents or other guardians shall reasonably arrange time for minors to study, rest, recreation, and physical exercise, avoid increasing minors' learning burdens, and prevent minors from becoming addicted to the Internet.

Comments: The companionship of parents is an indispensable part of the healthy growth of children. On the one hand, the state really reduces the burden on children, on the other hand, it hits 996 and 007, which can allow parents to have more time to accompany their children, which is undoubtedly a good thing.

【SEMI: North American semiconductor equipment shipments in September of $3.72 billion, up 35.5% year-on-year; UMC plans to build a new 12-inch fab in Singapore】

On October 22, SEMI (International Semiconductor Industry Association) released the latest shipment report showing that the shipment amount of North American semiconductor equipment manufacturers increased by 35.5% year-on-year to $3.72 billion in September this year, a slight increase of 1.7% over the previous month, which is also the second highest level in a single month this year, second only to July's $3.857 billion.

It is reported that UMC plans to invest more than NT$1k billion to build a second 12-inch fab in Singapore, which will maintain a production capacity of 20,000-30,000 pieces per month and may produce chips with processes below 40nm.

Comments: In September, the shipment amount of North American semiconductor equipment manufacturers hit a single monthly high level this year, indicating that the market demand for semiconductors is still strong, especially the major fabs frequently announced the construction plan of the current moment, this is not, UMC is not willing to be after, will also build a second 12-inch fab in Singapore. During the two-year construction cycle, wafer manufacturers' purchases of semiconductor equipment will boost semiconductor equipment manufacturer shipments to a new high.

This article originated from Grand Gateway