Falls to 5%! First-time chip tape-out success rate drops sharply

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International Tech News:

1. Samsung Display plans to invest 300 billion won to build an RGB OLEDoS production line, targeting the core microdisplay panel market for next-generation XR devices.

2. The 2026 Functional Verification Study shows that the first-pass tape-out success rate for IC/ASIC projects plunged from 14.4% to 5% within two years, with only 5% of teams succeeding.

3. Sources say Japanese photoresist suppliers plan to raise prices starting October 1, 2026, with an overall increase of about 15%, and some ArF products rising by more than 20%.

4. Anderon, IBM’s quantum wafer foundry company, has received $1 billion in R&D funding, which will be used for 300mm (12-inch) quantum wafer manufacturing and R&D.

5. Nexperia and Tata Electronics have reached a cooperation agreement to jointly produce and package chips in India.

6. Tesla’s AI5 chip is in trial production at Samsung’s Texas plant and has entered the yield verification stage, with mass production verification planned to be completed by the end of this year.

Domestic Tech News:

1. Huangshan Chaoyuan Semiconductor’s “AI-empowered high-end semiconductor intelligent testing project” has started construction, with an initial phase of 350 million yuan to establish wafer and finished-product testing production lines.

2. Guojia Gujing achieved stable mass production of 2-inch and 4-inch zero-twin gallium oxide substrates, and made a major industrialization breakthrough in 6-inch zero-twin gallium oxide.

3. Song Shiqiang, General Manager of Slkor (www.slkoric.com), will attend the Third Core Growth Forum this afternoon.

4. Industry chain sources say BOE will adjust prices for its display series products, effective from the fourth quarter of 2026. TCL CSOT and HKC have also successively been reported to raise prices.

5. As of June 30, 2026, Evergrande Auto’s total liabilities reached 32.722 billion yuan, and it has exited the automobile manufacturing business.

6. Yixing Intelligent completed nearly 2 billion yuan in financing, and its RISC-V cloud AI computing chip Epoch has been mass-produced and delivered.
   
   

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