Global Semiconductor Industry Updates

1. Google will invest $75 billion in artificial intelligence development in 2025, 29% higher than Wall Street’s expectations.

2. Samsung's 2nm SF2 process trial production yield has exceeded expectations, and the mass production plan for the Exynos 2600 is progressing steadily.

3. According to Bloomberg, Apple may face an antitrust investigation in China regarding its app store policies and developer fees!

4. The global semiconductor market is expected to reach $620.2 billion in 2024, a 17% year-on-year increase, driven primarily by demand for AI computing power and a rebound in memory chip prices.

5. Kinghelm (www.kinghelm.com.cn) and Saco Micro officially launched the "2025 Annual Company Incentive Policy," with Kinghelm’s sales department employee Peng Huisheng being named "Star of the Week" and receiving a reward of 300 RMB.

6. On the afternoon of February 8th, Kinghelm and Slkor (www.slkoric.com) will hold the "2025 Annual Hometown Food Festival," with high enthusiasm from participants and a variety of dishes piled high. Each participant will receive a reward of 200 RMB.

China Semiconductor Industry Updates

1. Guangdong will build and utilize national laboratories and major technological infrastructure, and will continue to implement major initiatives such as "Guangdong Strong Core" and core software breakthroughs.

2. According to data from the General Administration of Customs, China’s integrated circuit exports reached $159.5 billion (1135.16 billion RMB) in 2024, surpassing mobile phone exports of $134.36 billion to become the highest-exporting single product.

3. Tsinghua University and Chery Automobile Co., Ltd. have published a patent application for a "Modular Flying Car."

4. As of February 7th, 17 domestic chip companies have announced their adaptation to or launch of the DeepSeek model service, working together to promote AI applications.

5. MediaTek reported full-year revenue of NT$530.5 billion in 2024, a 22.4% year-on-year increase.

6. BYD has adopted Black Sesame’s intelligent automotive-grade autonomous driving computing chips, which are now featured in vehicles under BYD’s Tengshi brand.