1. BYD will invest 100 billion yuan in the field of intelligence. Wang Chuanfu: “The intelligence of the whole vehicle is the true intelligence.”2. The U.S. antitrust action is about to reach its climax: it is expected to sue Apple as soon as March3. The news said that TSMC's capacity utilization rate will increase comprehensively in Q1, reaching 80% in the 12-inch factory.%4. TrendForce: It is expected that there will be more than 1.6 million AI servers worldwide this year, with an annual growth rate of 40%.%5. BOE: The 8.6 generation AMOLED production line project will be built in two phases, and mass production is expected by the end of 2026.

With the uncertainty of the semiconductor industry and the decline in market conditions, the foundry market has once again set off waves, and the “price reduction army” has added a fierce general.According to comprehensive media reports, Samsung plans to reduce its foundry quotation in the first quarter of 2024, offering a discount of 5% to 15%, and expressed its willingness to negotiate further.TSMC conducts customized discounts based on the customer's production volume, and the specific discount range has not been disclosed.UMC revealed that the 8-inch wafer has been lowered, while the 12-inch has not been adjusted yet. Taking into account the weak demand in the first quarter of this year, UMC plans to stimulate customers to place orders by expanding the price reduction. It is expected that the price reduction will reach a double-digit percentage.World Advanced also announced a price reduction. The quotation for the second half of 2023 will be reduced by about 5%, and the discount for major customers will be about 10%.In the face of fierce price competition, World Advanced plans to reduce prices again in the first quarter of this year, and the price reduction will be between single-digit and double-digit hundreds of points.As for TSMC, affected by the conservative investment of customers, it fell into a loss in the third quarter, with a capacity utilization rate of only about 60%.People with knowledge of the situation revealed that TSMC also plans to take price reduction measures to increase capacity utilization.According to research estimates by TrendForce, a market research agency, Taiwan, China, will account for about 46% of the global foundry production capacity by 2023, followed by mainland China (26%), South Korea (12%), the United States (6%), and Japan (2%).Driven by subsidy policies in various countries, it is expected that by 2027, Taiwan, China, will still maintain the highest proportion of global production capacity, but it may fall to 41%, while South Korea may fall to 10%.While competing with each other, there is also a constant enemy that cannot be ignored.Intel CEO Pat Gelsinger proposed the IDM 2.0 strategy.1. Expand the production capacity of its own factory；2. Increase foundry services；3. Expand the use of third-party foundry production capacity.According to the scale of internal orders, Intel's IFS business group is expected to surpass Samsung in 2024 and become the world's second largest foundry, with annual revenue expected to exceed US220 billion.According to public information, Samsung plans to launch a 2nm process chip by the end of 2025, while TSMC's 2nm advanced process is expected to undergo risk trial production in 2024 and mass production in 2025.Intel is developing a five-node process for four years. Among them, the Intel 20A process has entered the preparation stage for mass production, while the Intel 18A process is planned to be transferred to the factory entry stage in this quarter.

1. Six departments issued a paper: focus on encouraging foreign investment in basic components and other fields2. Dongguan integrated circuit industry adds ”core" power3. TSMC president encourages employees to take leave, stock price drops sharply4. Lehman Optoelectronics: In the long run, the cost of upstream raw materials will continue to decline, and the international and domestic display business is expected to grow next year.5. Singapore's semiconductor manufacturing output fell by 8.4% year-on-year in September, the largest decline since 2020.6. SK Hynix will cut capital expenditure by half next year, and profits in the third quarter will fall by 60%.%7. Bosch expects to lay off 1,500 people at two factories in Germany by 20258. TSMC responded to the "postponement of mass production of Baoshan 2nm plant”: The current construction of the plant is in progress according to the planned progress.