Tesla vehicle safety is questioned


At the Shanghai auto show, Henan female car owners staged a “roof rights protection” song, making Tesla’s “brake door” the focus of national debate. Subsequently, grace Tao, a senior executive of Tesla China and vice president of the company, told the media at the auto show on Monday that the company had tried to resolve the dispute with Ms. Zhang before, but “we have no way to meet unreasonable requirements”. She said that Ms. Zhang was very “professional” and felt that there was someone behind her.


Kevin comments:In recent months, Tesla’s safety accidents have occurred frequently, and there have been many complaints of brake failure in China. There have also been many accidents in the United States. For example, on the evening of April 17, a Tesla Model s car hit a tree in Texas, killing two men in the car. The accident is still under investigation.


Frequent accidents have raised concerns about Tesla’s safety. For example, some people think that the domestic complaints about brake failure are related to automatic driving; Two U.S. senators also raised concerns about the possible safety problems of Tesla vehicles, and urged the top U.S. automotive safety regulator to make recommendations on improving Tesla autopilot and other advanced driving assistance systems.


In early April, John Krafcik, CEO of waymo, announced his resignation. This news may not pay attention to many people, but it is of great significance. Waymo has been committed to the commercialization of autonomous driving since the beginning. John Krafcik also connects with Tesla’s autopilot in the market, saying that autopilot is not autonomous driving at all, but an advanced ADAS at best. Now, he chose to leave, which means that the commercialization of waymo’s autonomous driving is still far away, and he can’t wait any longer. This also indirectly shows that the current automatic driving technology is still immature and far from practical application and commercialization. Tesla has been pushing, so it is inevitable that its security will be questioned.


Tsinghua university establishes “chip College”


On April 22, the founding ceremony of the school of integrated circuits of Tsinghua University was held in the main building of Tsinghua University. Chenxu, Secretary of the Party committee of Tsinghua University, qiuyong, President of Tsinghua University, Yang Bin, vice president of Tsinghua University, you Zheng, vice president of Tsinghua University, wuhuaqiang, the first Dean of the school of integrated circuits of Tsinghua University, and other officials attended the event and jointly unveiled the school.



It is reported that Tsinghua University established the semiconductor specialty in 1956, formally established the Microelectronics Research Institute in 1980, and established the Department of microelectronics and Nano Electronics in 2004. It is an important base for the cultivation of integrated circuit talents in China. After decades of development, Tsinghua University has formed a talent training system with a master’s degree, a master’s degree, and a team of teachers with rich teaching experience and a high level of scientific research. At the same time, Tsinghua University has been developing in the fields of new materials, new processes, new devices, high-performance integrated circuits, EDA tools, sensors and integrated Microsystems, advanced packaging and system integration Many top teaching and scientific research achievements have been made in key scientific research directions such as integrated circuit special equipment.


So far, Tsinghua University has trained more than 4000 undergraduates, more than 3000 masters and more than 500 doctoral students in the field of integrated circuits. According to the statistical results, from 2016 to 2020, more than 70% of the graduates entered the front line of integrated circuit industry and scientific research.


Lily comments:As a well-known institution of higher learning in China, Tsinghua University aims at the “bottleneck” problem of integrated circuit, gathers the frontier of integrated circuit discipline, breaks through key core technologies, cultivates talents urgently needed by the country, and realizes the lofty purpose of leading the integrated circuit discipline internationally.


Zhang Zhongmou, founder of TSMC, recently said that after 20 years of subsidies of 10 billion US dollars, the semiconductor manufacturing technology in Chinese Mainland still lags behind TSMC for more than 5 years, and the logic semiconductor design lags behind Taiwan for 1-2 years. Chinese semiconductors are not Taiwan’s competitors, which also indicates that we need to go through 5-10 years of catching up in chip design, chip OEM, chip packaging and testing It is the primary task to cultivate leading talents in many subdivisional fields such as semiconductor equipment.


Tsinghua University has a large number of chip talents. Chip companies founded or steered by graduates of Tsinghua University’s Department of electronics, Department of physics and other departments are among the leaders. According to incomplete statistics of new fortune, only the Electronics Department of Tsinghua University, grade 85, has emerged more than 10 founders or senior executives of semiconductor listed companies, including zhaoweiguo, chairman of Ziguang group, yurenrong, founder of Weier shares, zhuyiming, founder of Zhaoyi innovation, fengchenhui, co-founder of Zhuosheng microelectronics, zhaolixin, founder of Geke microelectronics, and zhaolidong, founder of Suiyuan technology.


Zhang Zhongmou believes that TSMC has three advantages: first, in terms of talents, Taiwan has a large number of excellent and dedicated engineers, which is unmatched by the United States. Second, the managers are all Taiwanese. Third, the high-speed rail and highway are convenient for personnel transfer in large-scale manufacturing industry. TSMC has three manufacturing centers in Zhuke, Zhongke and Nanke, and more than a thousand engineers can be transferred from north to South without moving. These advantages are necessary for TSMC to become the first OEM.


Orders for home appliance chips soared and market demand increased nearly 10 times


On April 23, according to the CCTV finance and economics report, at present, the orders of small household appliance enterprises are full this year. However, due to the shortage of chips, the original production lines with full capacity are also forced to be reduced, and the order delivery time has to be postponed. The main reason for the shortage of chips is that many domestic home appliance manufacturers are worried about overseas chips for a long time and may encounter the risk of supply interruption in the future. Therefore, they try to use domestic chips, which is also the market in a state of short supply. Domestic chip manufacturers have announced price increases.



Simon comments:In the first quarter, the price of white appliances rose against the market trend. The main reason was that the price of upstream materials was rising. Many home appliance enterprises used chips from overseas. Affected by the epidemic and worried about supply interruption, some enterprises had placed orders with relevant domestic enterprises.


However, domestic enterprises are obviously not well prepared for this transformation. At the same time, these chip factories are also affected by the shortage of upstream materials. For example, smart microelectronics and Ruixin micro have announced price adjustment, and recently shengqun semiconductor also announced that it would suspend orders, which is also affected by the shortage of wafer production capacity.


Compared with high-end smart device chips such as mobile phones, the requirements for home appliance chips are not high. At present, China has been able to achieve partial replacement, but in the past, it was subject to the purchasing inertia of terminal enterprises and the inherent impact on domestic manufacturers, so it was difficult to break into the domestic supply chain only. Now, the home appliance chip industry has a strong market, which also benefits domestic enterprises.


EU issues new AI Regulation Act


According to foreign media reports, the European Union (EU) has released a new framework to regulate the use of artificial intelligence (AI) in 27 EU Member States.


The new law mentions that companies with serious violations may be fined 6% of their total annual income. The regulation outlines how enterprises and governments should use artificial intelligence technology, including restricting the use of face recognition software by the police in public places, banning certain types of artificial intelligence systems, and defining the scope of “high-risk” areas.


It is reported that this regulation is one of the most extensive regulations proposed by Western governments, “this is the first legal framework on artificial intelligence in our history.” Margrethe vestager, European Commissioner, said: “the regulation solves the risks to human beings and society related to the specific use of artificial intelligence”.


Seventeen comments:Many people in the industry maintain neutrality or even oppose some regulations mentioned in the bill, such as “using real-time remote biometric systems in public space for law enforcement purposes”, which means that artificial intelligence applications will be completely prohibited. However, the bill also mentions that some law enforcement purposes can be excluded. At the same time, the implementation of the act will have a certain impact on the technology companies developing artificial intelligence.


When the bill will be introduced has not been decided yet. According to previous EU regulations, it can be determined that it will take at least a few years. Before becoming a formal law, the bill must be approved by the European Council and the European Parliament at the same time, and adjusted and modified according to the modification opinions.


In recent years, the EU has also made frequent moves in drafting and formulating new global regulations. It can be seen that the EU is moving towards becoming a global standard setter. Whether or not the EU is fulfilling its commitment to “establish a ‘third way’ of AI policy”. What is certain is that as the first legal framework involving the widest range of artificial intelligence content, the new bill will be an important regulation regulating the application of AI risk after it is improved.


As liuqingfeng, chairman of iFLYTEK, mentioned: the legislative core of artificial intelligence should first ensure human security. With the integration and development of AI technology, more and more security risks need to be dealt with. It is believed that domestic policies on AI will be gradually improved.


28nm capacity is insufficient TSMC and UMC actively plan to expand production


On April 23, TSMC held an interim board meeting yesterday and passed a capital budget of $2.887 billion (about NT $79.4 billion), which will be used to expand 28nm mature process capacity.


At the same time, in order to solve the 28nm process wafer production capacity, which is currently the most tight supply, it is reported that liandian is negotiating with three IC design companies, namely, MediaTek, Lianyong and Ruiyu, to invest in production capacity cooperation, so as to further meet the current market demand.


Carol comments:At present, the global chip capacity continues to be in short supply, and the 28nm mature process capacity is seriously insufficient. Therefore, expanding the production of 28nm has become one of the important plans of the wafer factory.


TSMC said that at present, the Nanjing plant has a monthly production capacity of 20000 PCs, mainly producing 16nm process. However, the company stressed that at present, only the Nanjing plant still has space to build production lines to achieve mass production in the shortest time. The company said that it expects to start mass production in the second half of next year, and reach a monthly production capacity of 40000 PCs in the middle of next year.


Due to the high yield of high dielectric layer / metal gate (HK) process in the past, liandian was generally favored by customers, and the 28nm process capacity was insufficient. Now liandian is preparing to actively expand its production, and is expected to increase the scale by 20000 pieces.


The expansion of production requires a huge amount of money. Therefore, according to market information, liandian is seeking cooperation with manufacturers such as MediaTek, Lianyong and Ruiyu to obtain the funds required for capacity expansion, because the company’s capital plan in 2021 is only $1.5 billion. TSMC also recently raised its capital expenditure in 2021 to $30billion, 10% of which is used to expand mature process capacity.


Although the global chip supply shortage continues, with the active expansion of production by various wafer manufacturers, it is bound to be gradually relieved in the future, but the expansion will take time, and it will take time to truly solve the problem of chip shortage.


This article was created by an electronic enthusiast. Please indicate the above source for reprint. If you need to join the group, please add wechat elecfans999. If you need to contribute and disclose your interview needs, please send it to email [email protected]com .


This article was created by an electronic enthusiast. Please indicate the above source for reprint. If you need to join the group, please add wechat elecfans999. If you need to contribute and disclose your interview needs, please send it to email [email protected] .

Leave a Reply

Your email address will not be published. Required fields are marked *