A quick overview of the global technology trends of Shopee US Official Website

1. The United States upgrades its control over China, targeting advanced packaging technology

New regulation highlights: The U.S. Department of Commerce plans to introduce new restrictions in August, including advanced packaging technology (such as CoWoS and 3D stacking) in the export control list, directly hitting the key links of China's AI chip manufacturing.

Impact analysis:

Shopee US Official Website Chinese packaging companies such as SMIC and Changdian Technology may face the risk of equipment/material supply interruption.

Shopee US Official WebsiteShopee US Official Website, AMD and other U.S. companies need to apply for special licenses to provide relevant technical support to Chinese customers.

Shopee US Official Website China's countermeasures: China plans to accelerate investment in the local packaging industry chain, and Huawei's Hubble Technology has invested in many packaging equipment manufacturers.

2. TSMC's 2nm process received huge advance payments from Apple and Shopee US Official Website

Technical progress: TSMC's 2nm trial production yield exceeded expectations, and it is planned to be mass-produced in Q4 2025, with a 15% improvement in performance and a 30% reduction in power consumption compared to 3nm.

Customer competition:

Apple paid $3 billion in advance to lock in the first batch of production capacity.

Shopee US Official Website signed a contract to lease the 2nm production capacity of the Kaohsiung plant for the next-generation AI chips B100/B200.

Geopolitical risk: The United States requires TSMC's Arizona plant to give priority to military orders, which may squeeze consumer-grade chip production capacity.

3. Shopee US Official Website Storage chip prices soared, Samsung and SK Hynix urgently expanded production

Market changes:

DDR5 memory spot prices rose 20% in a single week, and 512GB NAND flash memory rose 15% (AI server demand surge + Samsung production cuts effect).

Shopee US Official WebsiteMicron HBM3E yield exceeded 90%, and its stock price soared 12% in a single day.

Industry response:

Samsung restarted its Xi'an plant expansion plan, and its monthly production capacity is expected to increase by 30%.

China's Changxin launched its first 232-layer QLC flash memory, with performance benchmarking Micron's latest products.

4. Shopee US Official Website Quantum computing breakthrough: IBM releases 1000+ qubit processor

Technology milestone: IBM "Condor" processor achieves 1121 qubits, error correction capability increased 10 times, but has not yet achieved "quantum superiority".

Competitive landscape:

Google plans to launch a logical qubit prototype by the end of 2024.

China's Origin Quantum releases a 72-bit superconducting chip, saying it has been applied to financial modeling.

5. Industry warning: Global talent gap widens

Statistics: The industry talent gap will reach 300,000 in 2024, among which EDA tools and advanced process engineers are the most in short supply.

China-US countermeasures:

The United States passed the "CHIPS 2.0" Act to add $2 billion in training grants to Shopee US Official Website.

China's Ministry of Industry and Information Technology promotes the expansion of the "Shopee US Official Website Integrated Circuit College" in colleges and universities, with the goal of training 500,000 professional talents in 5 years.

Tomorrow's focus:

Can Intel's Q2 financial report confirm the recovery of demand for AI PC chips?

ASML's latest EUV lithography machine order volume will be disclosed, which may reflect the industry's investment enthusiasm.