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According to a recent research report from StrategyAnalytics' Handset Component Technology (HCT) service, the Arm-based mobile computing chip market (smartphones, tablets and laptops) revenue will grow 27% in 2021 to $35.1 billion.

Almost the entire industry chain, from equipment, materials, chips, packaging, modules to display screens, has sung this theme, showing great confidence in the Mini/Micro LED industry. Just as the first half of the year will end, another company on the LED chip side announced a new expansion plan.

On June 22, SEMI issued a warning that the intensification of the conflict between Russia and Ukraine has caused shortages of key materials such as inert gases. It is estimated that the supply of chips will continue to be tight in the next two years...

Xu Xiulan, chairman of Universal Crystal, the world's third largest semiconductor silicon wafer factory, said at the shareholders' meeting today (21) that the latest long-term contract price was higher than 1-2 months ago, and the long-term contract price showed a continuous upward trend. 2023 is also expected to be higher than ever, with almost no spot available for the next few years...

Intel's battle with the EU goes back to 2019

Wafer foundry leader TSMC recently launched the 2022 TSMC Technology Seminar in North America to share the process technology development blueprint and future plans. One of the keys is advanced process nodes such as 3-nanometer (N3) and 2-nanometer (N2). Within a few years these nodes will be used to manufacture advanced CPUs, GPUs and SoCs.

On the 20th, the US-based Applied Materials announced that it had acquired Picosun Oy, a privately-owned Finnish semiconductor equipment company.

Intel recently spent $3 billion to expand its DIX Mod3 advanced technology fab in Hillsboro, Oregon, with the goal of regaining its leadership in semiconductor process technology.

The "core shortage" crisis that broke out in the fourth quarter of 2020 has caused the price of many chip products to rise...

According to the latest report of the market research agency on the 17th, the supply and demand situation will gradually diverge in the second half of the year.