1. Huawei's innovation pace

Huawei continues to make efforts in the chip field, and it is reported that its Kirin chip is continuing to increase in volume. The company plans to launch a "big tablet" that supports the Beidou satellite messaging and starflash protocols, which will be another major breakthrough for Huawei in the field of communication technology. In addition, Huawei also plans to launch two waves of new 5G iterations, which will be equipped with high-silicon negative Max batteries and the full-system standard Kirin 5G platform, further consolidating its position in the smartphone market.

2. TSMC 3nm OEM quotation price increase strategy

TSMC plans to adjust the price of advanced process nodes such as 3nm and 5nm, especially in the second half of the year, 3nm orders are strong, capacity utilization is nearly full and extended to 2025, 5nm is also in a similar situation driven by AI demand. Prior to the supply chain news said that Qualcomm Snapdragon 8 Gen 4 to TSMC N3E to build, compared with the previous generation price surge of 25%, do not rule out the subsequent price trend. However, the industry also pointed out that the price increase is reasonable, because compared with 5nm, the cost price of 3nm per wafer is about 25% more expensive, and this increase has not considered the overall number of chips, design architecture and other factors.

3. Samsung cooperate with Synopsys, 2 nm technology ready for mass production

The collaboration between Samsung foundries and Synopsys has prepared the 2nm process for mass production. Synopsys' EDA design tools have been certified for Samsung's 2nm GAA process, marking a deep collaboration between the two companies in semiconductor manufacturing. Samsung plans to begin mass production of 2nm process semiconductor chips in 2025, and plans to further refine the process in 2027.

4. Hon Hai exclusively supplies NVIDIA GB200 switches

Hon Hai Group further layout in the AI field, exclusive Nvidia GB200 AI server key components and NVLink switch large orders. This order is not only large, but also the gross margin is much higher than the server assembly, indicating that Hon Hai's competitiveness in the AI field will be further enhanced.

5. Intel is at risk of being sued over disclosure issues

Intel could face legal action as a law firm is calling on investors to join a class-action lawsuit accusing the chipmaker of failing to properly disclose losses in its manufacturing division last year. The incident could affect Intel's competitive position in the foundry market, as well as the change in the release of orders to TSMC.

6. Tata Group in talks to buy vivo India unit

India's Tata Group is in talks to buy a majority stake in vivo's Indian unit, a move that could be a response to the Indian government's call for domestic companies to be involved in operations. vivo's manufacturing plant in India has been taken over by Bhagwati Products, which has started producing smartphones for vivo.

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