Global Semiconductor Industry Updates

1. The Ministry of Commerce of China has announced the inclusion of 28 U.S. entities, including semiconductor company Intel, on its export control list.

2. The proportion of domestic chips used in China's automotive industry has reached approximately 15%, with Chinese automakers expressing a stronger preference for purchasing local chips.

3. Several institutions are optimistic about ASICs, predicting that the cloud AI semiconductor market will reach $238 billion by 2027, with an optimistic scenario potentially pushing the market size to $405 billion.

4. A project led by LLNL has increased the efficiency of EUV light sources by approximately tenfold, which could enable the production of smaller, more powerful chips with faster manufacturing speeds and lower energy consumption.

5. Kinghelm (www.kinghelm.com.cn), invested and managed by Mr. Song Shiqiang, and Slkor2024, have both seen traffic exceed 10 billion, with overseas traffic continuing to grow steadily. Mr. Song expresses his gratitude for the strong support from customers and friends, as well as the hard work of all employees.

6. NVIDIA plans to release the B300 Tensor Core GPU next year, which has undergone design adjustments. It will be re-taped at TSMC's 4NP custom node, and overall, it is expected to offer a 50% performance improvement over the B200 GPU.

China Semiconductor Industry Updates

1. The Huaxin Dingxin (Beijing) Equity Investment Fund (Limited Partnership) has been established with a registered capital of 93.093 billion yuan. It is jointly funded by the National Integrated Circuit Industry Investment Fund III and Huaxin Investment Management Co., Ltd.

2. NVIDIA's H20 is the most popular among Chinese customers because it is based on the new Hopper architecture, primarily designed for training, and has seen a 50% increase in sales quarter-over-quarter.

3. Five semiconductor companies, including Zhongwei Semiconductor Equipment (Shanghai) Co., Ltd. and Shenzhen Xinsheng Semiconductor Co., Ltd., have won the Silver Award at the China Patent Awards.

4. The School of Integrated Circuit Engineering has been established at Beifang University of Technology, aiming to cultivate more specialized talents in integrated circuit research and technology to enhance the country's technological competitiveness.

5. Xuzhou is focusing on the integrated circuit and ICT industries, with concentrated efforts in semiconductor materials, equipment, and advanced packaging and testing, accelerating the development of a new national hub for the integrated circuit industry.

6. Grandconxi Communication Technology (Shanghai) Co., Ltd. is planning to acquire part of the equity in Shenzhen Xinzhongxin Technology Co., Ltd., increasing its shareholding to 51%.