SEMI: Global semiconductor equipment shipments reached $30.38 billion in Q3 2024, up 19% year-on-year and 13% month-on-month. Top 5 shipments: China $12.93 billion; Taiwan $4.69 billion; South Korea $4.52 billion; North American $4.43 billion; Japan $1.74 billion; Europe $1.05 billion.
Counterpoint Research: The global foundry industry’s revenue increased by 27% year-on-year and 11% month-on-month in Q3 of 2024. The growth was mainly due to strong demand for artificial intelligence (AI) and faster-than-expected economic recovery in mainland China.
WICA: The global semiconductor market will reach US$620.2 billion in 2024, with mainland China accounting for 30.1%.
Google DeepMind also released the large-scale basic world model Genie 2 on its official website, which can generate a variety of playable 3D worlds through a picture and text description.
The 12-inch wafer factory jointly built by VIS and NXP in Singapore officially started construction on the Dec 4th, 2024. The wafer factory will start mass production in 2027, and the monthly production capacity is expected to reach 55,000 12-inch wafers in 2029.
Malaysian official: The US 100% tariff on BRICS countries may affect the supply of semiconductors.
Meta will invest $10 billion in Louisiana data center.
Soitec will supply 300mm RF-SOI wafers for GlobalFoundries 9SW platform.
Samsung has reportedly begun researching packaging methods for low-power double data rate DRAM for iPhones. Sources revealed that at Apple’s request, Samsung is trying to change the integrated circuit (IC) of LPDDR to discrete packaging. This means that LPDDR will be packaged separately from the system semiconductor, which Apple plans to use starting in 2026.
