Daily Semiconductor Industry Information Collected By Lansheng Technology
1. Stock market information: #AMD erased more than 2% of the decline, setting a new 15-month high, #Nvidia fell 0.5%, the highest four-day decline since November 2021, Intel fell nearly 2%, Micron Technology turned up 0.8%. #Navitas fell nearly 21%, falling below a 13-month high since April last year.
2. #Yamaha Engine plans to double the production capacity of "SMT machines" by 2024. Mounters are equipment for mounting semiconductor chips on substrates, and it is said that Yamaha's global market share is about 10%. Other companies have also started to increase production investment. Panasonic Connect, a subsidiary of Panasonic Holdings, plans to add and renovate the plant at the Kofu plant by 2025; it will also build a second plant in Suzhou, China, to double the original production capacity. In addition, FUJI will also invest about 10 billion yen in the construction of a new factory building in the Okazaki factory, and plans to increase production capacity by about 50%, which is expected to be put into production in 2024.
3. Nvidia CEO Jensen Huang said that the US chip export control measures may cause "tremendous damage" to the country's technology industry. The export control order makes Nvidia's "hands tied behind its back" and prevents it from selling advanced chips in one of its largest markets. China, which accounts for about one-third of the U.S. tech industry market, is unlikely to be replaced, he said.
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