Global Semiconductor Industry Updates

1. In the third quarter of 2024, global semiconductor industry revenue grew by 17% year-on-year, reaching $158.2 billion, primarily driven by the demand for artificial intelligence (AI) technology and the recovery of the memory industry.

2. In December 2024, the chip design sectors that attracted investor interest included communication chips, RISC-V, and memory chips.

3. It is expected that by 2030, the global GaN power device market will grow to $4.376 billion, with a compound annual growth rate (CAGR) of 49%.

4. SiC (silicon carbide) continues to see accelerated adoption in applications requiring high power density and efficiency, such as automotive and renewable energy. The global SiC power device market is expected to reach $9.17 billion by 2028.

5. From January 15 to January 16, Kinghelm (www.kinghelm.net) and Slkor's marketing department held the "2024 Annual Work Summary and 2025 Work Planning Meeting." Marketing Department Manager Huang Dejun led nine specialists to give performance presentations, with General Manager Song Shiqiang, the HR and Administration Department, and several department heads on-site for observation and feedback.

6. It is expected that the semiconductor market's overall sales will increase by approximately 15% in 2025, building on the strong growth seen in 2024, reaching $725 billion.

China Semiconductor Industry Updates

1. In 2025, the smart driving industry is expected to continue its rapid growth, with several laws and regulations related to autonomous driving being implemented, with Level 3 autonomous driving becoming the focal point.

2. Huahai Qingke (Shanghai) Semiconductor Co., Ltd. plans to use its own funds of no more than 1.0045 billion RMB to acquire the remaining 82% of the equity in Xinyu Semiconductor (Shanghai) Co., Ltd.

3. United Microelectronics Corporation (UMC) expects the price reduction for 28nm process manufacturing in 2025 to be only about 3% to 5%, and it will apply to specific customers, rather than all customers.

4. The Hurun Research Institute has released its first "2024 Hurun China Artificial Intelligence Enterprise Top 50" list, with Cambricon, iFlytek, and SenseTime ranking in the top three.

5. Jetway Semiconductor (Hong Kong) Limited signed a memorandum of cooperation with the Hong Kong Federation of Industry, aiming to promote industrial, technological, and trade exchanges and support Jetway in building its first wafer factory in Hong Kong.

6. TSMC has begun producing advanced 4nm chips for U.S. clients in Arizona.