01 

Us Commerce Secretary: Nvidia 'can, will and should' sell AI chips to China 

Us Commerce Secretary Raymond Mundo said on December 11 local time that Nvidia "can, will and should sell AI chips to China because most AI chips will be used for commercial purposes, but it is prohibited to sell the most sophisticated AI chips with the highest processing power." (Microgrid)

02

Liu Deyin, chairman of TSMC: The semiconductor market will be a healthy growth year next year

Liu Deyin, chairman of TSMC, said on December 13 that the semiconductor market will be a healthy growth year next year, please rest assured; It is said that Samsung adopts a price reduction strategy in 2nm to grab orders, Liu Deyin said: "Customers still look at the quality of technology", vaguely revealing that TSMC's advanced process technology and yield advantages have deep confidence. (Taiwan Economic Times)

03

IC traders: Q4 market is expected to continue to grow

 With the upstream and downstream supply chain inventory adjustment continues, some application areas have returned to normal levels, IC traders are expected to continue to grow in the fourth quarter of 2023, for the future development of the market, most companies take a cautiously optimistic attitude. (Taiwan Electronic Times)

04 

KPMG: Semiconductor and smartphone markets will rebound in 2024 

Samjong KPMG Korea predicts that the semiconductor and smartphone markets will rebound in 2024 with the full commercialization of artificial intelligence (AI) technology. The global semiconductor market will grow by 13.1% next year. Driven by the launch of new models with on-device AI capabilities, the smartphone market is expected to grow by 3.8% in 2024. (Science and Technology Board Daily)

05

The leaders of South Korea and the Netherlands will issue a joint statement announcing their semiconductor alliance 

South Korean President Yoon Seok-yoon, who is on a state visit to the Netherlands, will hold a summit with Dutch Prime Minister Mark Rutte on the same day and issue a joint statement announcing that the two countries have officially formed a semiconductor alliance and set up a bilateral consultation mechanism in the fields of economy, security and industry, the presidential office said on Monday. (Cailian.com)

06

Organization: The total revenue of the Top10 global semiconductor equipment manufacturers in the third quarter exceeded $25 billion, an increase of 3%

CINNO Research statistics show that in the third quarter of 2023, the total revenue of the Top10 global semiconductor equipment manufacturers market size exceeded 25 billion US dollars, down 9% year-on-year and up 3% quarter-on-quarter. In the third quarter, the Dutch company ASML revenue of about 7.1 billion US dollars, more than the US company Applied Materials for three consecutive quarters, ranking Top1. From the revenue point of view, the total revenue of the semiconductor business of the top five equipment manufacturers in the third quarter has exceeded $22 billion, accounting for 88% of the total revenue of the Top10. (Science and Technology Board Daily)

07

SEMI: Global NAND equipment sales in 2025 will reach $16.2 billion and DRAM equipment sales will reach $15.5 billion

SEMI report pointed out that the NAND equipment market sales forecast will be sharply reduced by 49% to $8.8 billion, is expected to usher in rebound growth in 2024, is expected to increase by 21% to $10.7 billion, 2025 will continue the growth momentum, is expected to increase by 51%, looking at $16.2 billion. DRAM equipment sales are expected to remain stable, increasing slightly by 1% in 2023 and 3% in 2024, with DRAM equipment sales expected to increase by 20% to $15.5 billion in 2025, driven by increased demand for process microfabrication and high frequency width memory (HBM). (Science and Technology Board Daily)

06

The leaders of South Korea and the Netherlands will issue a joint statement announcing their semiconductor alliance 

Market research agency TrendForce pointed out in a report that mainland China is expanding its investment in mature processes (28nm and more mature processes). It is expected that mature process production capacity in mainland China will account for 39% in 2027, and if the equipment progress goes smoothly, there is still room for growth. . (TrendForce)