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Dropped to 5%! The first tape-out success rate of chips has declined sharply
2026-09-19
36

International
1. Samsung Display plans to invest 300 billion won to build an RGB OLEDoS production line, targeting the market for core micro-display panels for next-generation XR devices.
2. The 2026 Functional Verification Study shows that the first tape-out success rate of IC/ASIC projects plummeted from 14.4% to 5% within two years, with only 5% of teams achieving success.
3. Sources state that Japanese photoresist suppliers plan to raise prices starting October 1, 2026, with an overall increase of approximately 15%, and price hikes for some ArF products exceeding 20%.
4. Anderon, IBM’s quantum wafer foundry, has secured $1 billion in R&D funding, which will be used for the manufacturing and research of 300mm (12-inch) quantum wafers.
5. Nexperia has entered a partnership with Tata Electronics, and the two parties will jointly produce and package chips in India.
6. Tesla’s AI5 chip is undergoing trial production at Samsung’s Texas factory and has entered yield verification, with mass production verification scheduled to be completed by the end of this year.
Domestic
1. Huangshan Chaoyuan Semiconductor’s "AI-enabled High-end Semiconductor Intelligent Testing Project" has started construction. The first phase invests 350 million yuan to build wafer and finished product testing production lines.
2. Guojiagu Crystal has realized stable mass production of 2-inch and 4-inch twin-free gallium oxide substrates, and achieved major industrial breakthroughs for 6-inch twin-free gallium oxide.
3. Song Shiqiang, General Manager of Slkor (www.slkoric.com), will attend the 3rd Core Growth Forum this afternoon.
4. Industry chain sources indicate BOE will adjust prices for its display product series, effective from Q4 2026. TCL CSOT and HKC have also been reported to raise prices one after another.
5. As of June 30, 2026, Evergrande Auto had total liabilities of 32.722 billion yuan and has exited the automobile manufacturing business.
6. Yixing Intelligence has completed nearly 2 billion yuan in financing. Its RISC-V cloud AI computing chip Epoch has been mass-produced and delivered.
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