This database features the output value of China’s semiconductor design industry in 2020, the changes in design companies, and an updated list of semiconductor-related companies.
The US BIS added SMIC to the entity list. It will be unaffected in the short term, but it will be greatly affected in the long term. Upstream wafer supply is expanding, but ubiquitous computing demand is booming.
Chip shortage has become a hot topic in the semiconductor market. The main reason lies in the insufficient capacity supply of foundries. Only TSMC and Samsung can support the sub-10nm tech node foundry service in the next five years.
This brief covers a range of topics including an overview of 5G SoC, the chipset shortage issue, and Huawei’s reduced smartphone shipments.
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