Foreign media: Biden government plans to completely prohibit investment in some Chinese technology companies
According to Reuters on the 10th, three sources said that the Biden government plans to completely ban investment in some Chinese technology companies and strengthen the review of other companies. The Ministry of Foreign Affairs of China previously said that the relevant practices of the United States would undermine the confidence of the international community in the business environment of the United States and would also backfire on the United States itself. According to the report, two sources said that the ban was expected to apply to some investments related to chip production. The source also said that the upcoming regulations of the United States may extend the new restrictions imposed by the United States on the export of artificial intelligence chips, chip manufacturing equipment, supercomputers, etc. to China last October.
2. The largest chemical ban in the history of the European Union is brewing, and European manufacturing industries such as chips are likely to be severely damaged
The EU is planning to launch legislation to ban tens of thousands of perfluoroalkyl and perfluoroalkyl compounds (PFAS), known as "permanent chemicals". It is reported that Germany, the Netherlands, Denmark, Sweden and Norway and other five countries strongly support this proposal. If the proposal is approved, it will be implemented as soon as 2026. PFAS is widely used in electronic equipment, wind turbines, solar panels, cosmetics, medical equipment, industrial equipment and cooking utensils, and is crucial for chip manufacturing. After the news, major chip suppliers in Europe warned that if the ban is implemented, it will cause great interference to the industry.
3. Korean media: Korean executives went to the United States to talk about chip exemption, and Yin Xiyue's government expressed support from the side
According to the Daily Economic News of South Korea on the 7th, senior executives of Samsung Electronics and SK Hynix recently visited the United States to discuss the measures involved in the Chip and Science Act, such as the "restriction of semiconductor investment in China" promoted by the United States government. According to the report, the executives of both companies strongly requested to apply for exemption when meeting with American officials. The report quoted a source as saying that the South Korean government supported the emergency dispatch of executives from two major South Korean enterprises to the United States. However, SK Hynix said on the 7th that the company had not sent senior executives to the United States for relevant negotiations.
4. The news said that 4G mobile phone chip inventory was excessive or the surrogate factory was impacted
According to reports, industry sources said that the excess inventory of 4G mobile phone chips, including application processors and power amplifiers (PA), is affecting the chip utilization rate of relevant generation plants.
5. GlobalFoundries and General Motors announced a long-term direct supply agreement for the production of semiconductor chips in the United States
On February 10, GM and Global Foundries (GF) recently announced a strategic long-term agreement to establish a special capacity channel for GM's chip supply. Through this pioneering agreement, GF will produce the main chip suppliers of General Motors in GF's advanced semiconductor factory in northern New York, bringing a key process to the United States.
6. Gartner: chip spending of the top 10 semiconductor buyers decreased by 7.4% in 2012
On February 10, according to the preliminary statistical results of Gartner, the chip expenditure of the world's top ten original equipment manufacturers (OEMs) decreased by 7.4% in 2022, accounting for 37.4% of the total market. The pressure of global inflation and economic recession in 2022 sharply weakened the demand for personal computers and smart phones, and affected the production of global OEMs.
Masatsune Yamaji, senior research director of Gartner, said that most of the top 10 semiconductor customers were major PC and smartphone OEMs
7. Last year, global silicon wafer shipments and sales both reached a new high, with shipments exceeding 14.7 billion square inches
On February 8, according to foreign media reports, the report of research institutions showed that although the global demand for semiconductors fell in the second half of last year, and the prices of some products also fell, the sales of the whole year still increased and reached a new high thanks to the good performance in the first half of last year.
8. Gartner: Apple will remain the world's largest semiconductor buyer in 2022
Recently, according to the latest data released by Gartner, a market research agency, the chip spending of the world's top 10 OEMs in 2022 fell 7.6% year-on-year, accounting for 37.2% of the entire market. Apple will remain the world's largest semiconductor buyer with 11.1% market share in 2022.

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