1.Today, when the semiconductor cycle continues to decline, from time to time there will be late-market raids by companies, and there will also be reports of soaring foundry duo. It is clear that major manufacturers must focus on structural opportunities. With the coexistence of "conservative" and "radical" of major manufacturers, Samsung, Intel, and Arm have all begun to seek innovation and change.
2.Can Arm realize the "rule" of CPU computing in the new decade?
· According to reports, RISC-V is coming fiercely, but Arm executives are not afraid of it, and even say that this kind of healthy competition is a good thing, and will not change the existing business model because of competition; and the technological war changes the rules of the game, which cannot be stopped Catch the wave of strong computing growth.
· In addition, ARM changed the licensing model without changing the business model.
· Other relevant media interviewed Drew Henry, Executive Vice President of Strategy and Marketing of Arm, and learned that Arm will analyze future computing development strategies.
· ARM’s official official announcement also ushered in the joining of former executives from Qualcomm and Intel, making full preparations for its listing. Some users even believe that: ARM has defeated X86, and Apple and ARM will set off a revolution in mobile performance.
3. Recently, Samsung has started ordering clean room equipment for a new chip factory in Texas. Precision Cleaning Komico has expanded its Austin facility to better serve Samsung Foundry. This time, the construction of a chip factory in Texas, USA has invested a total of 10 billion U.S. dollars!
· In 2020, Samsung plans to expand the semiconductor factory in Texas, USA.
· In 2021, Samsung will spend 17 billion US dollars to build a 5nm factory in Texas, the White House even welcomes it!
· In October of this year, Biden visited Samsung's dust-free workshop in a suit and announced the launch of the "US-Korea Technology Alliance".
· There is also news from Korean media that Samsung’s spending plan for a new chip foundry in Texas is facing delays. But soon Samsung ordered clean room equipment for the Texas plant.
· And the Samsung Galaxy S23 Ultra is equipped with a 200-megapixel main camera, and its night shooting and video capabilities have been greatly improved. It has been revealed that it may be used for 8K@30fps video shooting.
4.Intel's 4nm chip is ready for production: Can the "IDM2.0" strategy revive the former overlord?
· It is reported that Intel's 4nm chip is ready to be put into production, and both 2nm and 1.8nm are ahead of schedule.
· Obviously, in the battle of 2nm, Intel has quietly seized the opportunity.
· In the era of PC coldness, Intel has exploded, and plans to "take back" all the things lost from AMD over the years.
· Intel is focusing on the concept of system process co-optimization recently to promote the new wave of Moore's Law, so Moore's Law will continue to take effect with the development of chips.
5. With the strong rise of the semiconductor sector, many major manufacturers have their daily limit, but at the same time, many joint-stock companies have surged, and memory chips have entered a downward cycle. Among them, Samsung, ARM, and Intel compete vigorously in the chip foundry industry. Who can seek a new way out in seeking innovation and change? Such an unpredictable future is still worth looking forward to by the user community.
