outburst! Synopsys was investigated and pointed to Huawei SMIC for providing technology; Micron Intel ADI Group Alliance;

Today's hot spots

1. Quanta Shanghai factory stopped working, impacting Apple's laptop

2. Suspected of providing technology to Huawei and SMIC, EDA's big factory Synopsys Technology was investigated

3. Sales of semiconductor devices exceeded $100 billion last year

4. Kaiman released version 3.20 of the KumoScale storage software

5. Intel, Micron, and ADI form the U.S. Chip Alliance

01

Quanta Shanghai plant shut down, impacting Apple's laptop

According to the Taiwan media "Lianhe Bao", following Pegatron announced the suspension of work in Shanghai and Kunshan, Quanta also announced the suspension of work in Shanghai on the 14th, and Renbao announced the upgrading of epidemic prevention and control measures at Kunshan plant. Since Quanta is almost the exclusive supplier of Apple's MacBook, the production status of the MacBook will be greatly affected.

Regarding the suspension of the Shanghai factory, Quanta announced, "Cooperate with the Shanghai Municipal Government to temporarily suspend the work on the PREVENTION and control of the COVID-19 epidemic, and the actual resumption time will be notified by the local government." Quanta will also maintain close contact with customers and suppliers, actively cooperate with the local government to resume work, and continue to assess the impact on the financial business.

It should be noted that Apple is expected to hold the Global Developers Conference (WWDC) in June and release a new MacBook, if the epidemic in Shanghai is not eased, the containment measures will impact the relevant supply chain, and whether to postpone the shipment of new products is worthy of follow-up attention.

In addition, the research and research agency also pointed out that the closure of the Shanghai sub-district affected Kunshan, a major production town near the electronics industry, and the problem of the length and short materials of the surrounding foundry was further expanded. It is expected that after the unsealing, the demand for finished product shipments and material replenishment may lead to a sharp increase in logistics, and the customs will be crowded at that time, which may extend the delivery time, and it is expected that the end of April may improve.

The epidemic in mainland China has caused at least 161 listed/over-the-counter enterprises to stop working, please click here for details.

02

Suspected of providing technology to Huawei and SMIC, EDA giant Synopsys Technology was investigated

According to Bloomberg, people familiar with the matter said that Synopsys, the world's largest electronic design automation (EDA) company and chip design software supplier, is under investigation by the U.S. Department of Commerce over the alleged transfer of key technologies to sanctioned Chinese companies by the U.S. company based in Mountain View, California.

The Commerce Department is investigating allegations against Synopsys, which has teamed up with its Chinese subsidiary to provide Chip Design and Software to Huawei's HiSilicon for production at SMIC.

Synopsys revealed in December that it had received a subpoena from the Commerce Department's Bureau of Industry and Security (BIS) in connection with "transactions with certain Chinese entities," but did not specify when it would receive the subpoena and did not provide further details.

Affected by the news, Synopsys Technology's stock price fell 4.6% in New York trading on the 13th.

BiS said in a statement: "... BIS is actively investigating allegations of violations of the Export Administration Regulations, including attempts to transfer controlled products or technologies to or between parties on the Entity List... After the investigation is completed, any enforcement action resulting from the investigation will be made public."

03

Semiconductor equipment sales exceeded $100 billion last year

According to the Taiwan media "Business Times" news, the International Semiconductor Industry Association (SEMI) said that the global semiconductor manufacturing equipment sales exceeded 100 billion US dollars last year, hitting 102.6 billion US dollars, a record high, growth of 44%, showing that the global semiconductor industry actively increased production capacity.

Among them, Chinese mainland last year, the sales amount of semiconductor manufacturing equipment reached 29.6 billion US dollars, ranking first in the world for the second time, an annual increase of 58%. South Korea's sales of $25 billion came in second, up 55% year-on-year.

SEMI pointed out that the driving force for the expansion of the semiconductor industry is not only due to the imbalance between supply and demand, but also the continued acceleration of the semiconductor industry to ensure a wide range of emerging high-tech applications.

SEMI said that in 2021, the sales of wafer process equipment increased by 44%, the sales of packaging equipment increased by 87%, and the sales of test equipment increased by about 30%.

04

Kaiman released version 3.20 of the KumoScale storage software

On April 14, Kaiman released version 3.20 of the KumoScale storage software built on the NVM Express over Fabrics (NVMe-oF) protocol.

KumoScale offers high-performance NVM Express Flash storage as a distributed network service designed for data centers deployed as cloud hubs. Key features of KumoScale Software Version 3.20 include additional bare metal deployment options with support for OpenID Connect 1.0 and NVIDIA Magnum IO GPUDirect Storage (GDS).

Among them, KumoScale software version 3.20 adds bare metal deployment options that can be deployed on generally available commercial operating systems. For large data centers, storage infrastructure is necessarily tightly integrated with various subsystems, such as those used for provisioning, monitoring, telemetry, and networking. KumoScale software "managed mode" gives engineering and security administrators full flexibility to configure, integrate and control the KumoScale software storage layer operating system environment, while KumoScale software "device mode" provides simpler installation and automated deployment, and reduces deployment complexity for small and medium-sized businesses.

KumoScale software version 3.20 adds support for NVIDIA GDS. GDS enables a direct data path for direct memory access (DMA) transfers between GPU memory and storage, avoiding bounce buffers through the CPU. This direct path increases system bandwidth and reduces latency and utilization load on the CPU. The KumoScale software acts as a storage adapter for GDS.

KumoScale software version 3.20 also adds support for third-party OpenID Connect 1.0. OpenID Connect is an identity layer on top of the OAuth 2.0 protocol that allows clients to authenticate users and sessions based on authentication performed by an authorization server against service account permissions. KumoScale software's support for OpenID Connect simplifies secure integration with CSP (Cloud Service Provider) data center environments.

05

Intel, Micron, and ADI form the U.S. Chip Alliance

According to eeNews, three leading U.S. chipmakers, Intel, Micron, and ADI, have joined a semiconductor alliance called Mitre Engenuity with the goal of increasing the resilience of the U.S. semiconductor industry.

The three companies have agreed to work together to build a stronger U.S. semiconductor industry, nurture advanced manufacturing in the U.S., and protect intellectual property in the context of increased global competition.

Mitre is a nonprofit organization that manages research and development centers that support U.S. government agencies in defense, health care, homeland security, and cybersecurity. The Semiconductor Alliance, led by Mitre Engenuity, was developed by the Working Group in 2021. The group is calling on other members of the U.S. semiconductor ecosystem to join the alliance. These companies include manufacturers of integrated equipment, chip design companies, suppliers of infrastructure, design and manufacturing tools, and technology innovators from industry and academia.