On October 15th, welcome to "ToB Chat Room". Here, Xiaobian will talk to you about the latest things in the field of science and technology!
1) The domestic photoresist has passed the mass production verification
According to today's news from "China Optics Valley", Optics Valley enterprises have recently achieved a major breakthrough in the field of semiconductor special photoresists: the T150 A photoresist product launched by Wuhan Taizi Micro Optoelectronics Technology Co., Ltd. has passed the mass production verification of the semiconductor process, realizing the independent design of the formula, which is expected to create a new situation in domestic semiconductor lithography manufacturing.
This product is benchmarked against the mainstream KrF photoresist series of international leading enterprises. Compared with the same series of foreign products UV1610, which is called "demon glue" in the industry, T150 A shows the ultimate resolution of 120nm in the lithography process, and the process tolerance is larger, the stability is higher, the film retention rate is excellent, and it is more friendly to the post-etching process.
2) Microsoft will stop supporting Win10 after one year
On October 15th, it was reported that Microsoft will officially end support for Windows 10 today next year, when the operating system will be dead, which means that Microsoft will no longer provide security updates, technical support and bug fixes.
It's worth noting that the latest data from StatCounter shows that despite the fact that Windows 11 has been released for three years, Windows 10 still has a market share of 62.7%, while Windows 11 has a penetration rate of only 33%. At the same time, Windows 7 still has a loyal group of users, with a market share of 2.8%.
3) The United States government is reportedly considering restricting Nvidia and AMD from selling AI chips to some countries
Biden administration officials have reportedly discussed restricting the sale of advanced AI chips by Nvidia and other United States companies, a move that would limit AI capabilities in some countries, according to people familiar with the matter.
People familiar with the matter said that in the interest of national security, the new rules will set a cap on export licenses in certain countries. Officials are focusing on the Persian Gulf countries, which have a growing demand for AI data centers and deep pockets to fund them, people familiar with the matter said. The assessment is still in its early stages and may remain uncertain.
4) iFLYTEK: It will release multi-modal visual interaction and super-anthropomorphic virtual human interaction capabilities for the first time
iFLYTEK said on the interactive platform that the company will hold the "2024 7th World Sound Expo and iFLYTEK Global 1024 Developer Festival" on October 24, 2024.
5) Ministry of Foreign Affairs: China is one of the economies with the fastest growth in innovation power in the past decade
Foreign Ministry Spokesperson Mao Ning held a regular press conference on October 15. A reporter asked, recently, the World Intellectual Property Organization released the "2024 Global Innovation Index Report", China's global innovation ranking rose one place from last year to 11th, and it is the only middle-income economy in the top 30. Do you have any comment?
Mao Ning said that since the Global Innovation Index was first published in 2007, China's rankings have been improving. According to this year's report, China is one of the economies with the fastest growth in innovation power in the past 10 years, and it is also the country with the largest number of top 100 science and technology innovation clusters.
We have established scientific and technological cooperation with more than 160 countries and regions, and signed 118 intergovernmental agreements on scientific and technological cooperation. China's favorable innovation environment and abundant talent resources have also attracted more and more multinational companies to set up R&D centers in China.
6) Institutions: The output value of the global server market in Q2 2024 will reach 45.422 billion US dollars, a year-on-year increase of 35%
Recently, Counterpoint Research, a market research agency, released a report saying that due to the strong demand for AI servers, the global server market output value in the second quarter of 2024 reached 45.422 billion US dollars, a year-on-year increase of 35%. Among them, AI servers account for 29% of all servers, with Supermicro, Dell, and HP ranking among the top three.
7) Institutions: Q4 NAND Flash contract price is expected to be reduced by 3% to 8%
According to TrendForce's latest survey, the contract price of NAND Flash products fell first in the third quarter due to the sluggish peak season in the second half of 2024, and the decline is expected to expand to more than 10% in the fourth quarter. In terms of module products, except for Enterprise SSDs, which are expected to rise slightly by 0% to 5% in the fourth quarter due to the support of order momentum; PC SSD and UFS are more conservative in their procurement strategies due to buyers' sales of terminal products falling short of expectations.
TrendForce predicts that the overall contract price of NAND Flash products will decline by 3% to 8% quarter-on-quarter in the fourth quarter.
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