Global Semiconductor Industry Updates

1. According to the Nikkei Asian Review, the U.S. tariff of over 25% on semiconductors will affect Rapidus’ plans to sell semiconductors to U.S. companies and government agencies.

2. SK Hynix is set to complete its acquisition of Intel’s NAND business next month.

3. Intel and Samsung Display are collaborating to develop AI-powered specialized displays.

4. STMicroelectronics will temporarily halt the development of automotive SoCs and will focus 100% of its resources on automotive MCUs.

5. A report by Korea’s KISTEP indicates that South Korea has been surpassed by China in most semiconductor technology fields.

6. Apple plans to invest over $500 billion in the U.S. over the next four years to establish new advanced manufacturing plants and build a new institute to train the next generation of American manufacturers.

China Semiconductor Industry Updates

1. Shanghai Silikon Industry plans to acquire equity in Xinsheng Crystal Investment, Xinsheng Crystal Technology, and Xinsheng Crystal Rui.

2. Alibaba has announced an investment of 380 billion yuan to build cloud and AI hardware infrastructure.

3. The 2025 Shanghai Munich Electronics Show is just around the corner. Slkor (www.slkoric.com) and Kinghelm are actively preparing, and we welcome all customers to visit and communicate at booth N2.729.

4. Western Digital has announced the successful completion of its plan to spin off its flash memory business. After the split, Western Digital will once again focus entirely on its hard disk drive (HDD) business.

5. Reports indicate that demand for NVIDIA’s latest Blackwell architecture GPUs is strong, with the company securing over 70% of TSMC’s CoWoS-L advanced packaging capacity for this year.

6. According to the latest data from Hugging Face, DeepSeek has surpassed 1.5 million large models and has become the most popular open-source large model on the platform.