Global Semiconductor Industry Updates

1. OpenAI is planning to reduce its dependence on Nvidia’s chip supply by developing its own first-generation internal AI chips.

2. Nvidia is accelerating the development of the GB300 NV72 and plans to stock up on DrMOS/SPS in advance. The procurement volume in 2025 is expected to exceed 150 million units.

3. Samsung Electronics has achieved initial success in the trial production of its Exynos 2600, with a yield of 30% for its 2nm SF2 process, surpassing expectations.

4. Amid the escalating US-China trade war, TSMC has recently issued a supply suspension notice to a large number of chip design companies in mainland China.

5. The Kinghelm (www.kinghelm.com.cn) and Slkor2025 Chinese New Year essay competition is in full swing, with Kinghelm submitting 31 entries and Slkor 28. The top five authors for Kinghelm are Yang Bo, Zeng Qingrong, Liang Yun, Sun Wenli, and Huang Yunhang, while the top five for Slkor are Liu Mingying, Zhang Junjun, Sun Gaofei, Qiu Huilin, and Li Men. Kinghelm and Slkor will each award one prize for the best article (two prizes in total), with a reward of up to 1,000 yuan per person.

6. The 2025 China International Semiconductor Packaging and Testing Conference, along with the Advanced Semiconductor Packaging Conference, will be held in Shanghai Pudong on March 24-25.

China Semiconductor Industry Updates

1. Xinhe Semiconductor Technology (Shanghai) Co., Ltd. has completed the listing guidance filing and plans to pursue an IPO on the A-share market.

2. On the morning of February 9, the groundbreaking ceremony for the advanced semiconductor packaging module manufacturing project was held in the Nantong High-tech Zone.

3. The Changfei Advanced Wuhan Base in Wuhan New City has a total investment of over 20 billion yuan and is currently in the equipment installation and debugging phase. Mass production is expected to commence in May this year.

4. The equipment with the Loongson 3 CPU successfully started operating the DeepSeek R1 7B model, achieving localized deployment.

5. On the morning of February 8, Zhejiang Province launched a total of 150 major projects for 2025, with a total investment of 352.05 billion yuan.

6. The Phase 3 power semiconductor wafer production line project by Beiyi Semiconductor, with a total investment of 2 billion yuan, is about to enter the mass production phase.