Global Semiconductor Industry Updates

1. Gartner expects the market for AI PCs to surge by 165.5% this year, reaching 114.22 million units, up from 43.02 million units last year.

2. Samsung Electronics has outlined a roadmap to introduce VCT (Vertical Channel Transistor) technology in its 7th generation 10nm-class DRAM memory process after 1d nm.

3. In March 2025, Japan's semiconductor equipment sales reached 432.401 billion yen, marking an 18.2% year-on-year increase.

4. Sony Group Corp. is considering spinning off and listing its semiconductor business, Sony Semiconductor Solutions Corp.

5. Slkor (www.slkoric.com) Semiconductor has joined the "Chip Spark Program" with Supplyframe and Eefocus. Slkor’s "slkor" brand and product data have been integrated into Siemens' Xcelerator ecosystem of EDA and PLM software platforms, promoting the internationalization of Slkor Semiconductor’s ecosystem.

6. There are reports that China is pushing a policy to consolidate over 200 semiconductor equipment companies into 10 major enterprises.

China Semiconductor Industry Updates

1. On April 29, 2025, at 4:10 AM, China successfully launched the satellite internet low-orbit 03 satellite group from the Wenchang Space Launch Center, with the satellites entering their designated orbits.

2. More than 30 A-share companies have disclosed plans for a Hong Kong IPO this year, including Peak Technology, Hehui Optoelectronics, Lens Technology, Jiehuate, Tianyue Advanced, Guanghe Tong, Jiangbo Long, Yuntian Lifi, and energy storage companies like CATL.

3. The Wuxi Zhihui Semiconductor project has reached its construction peak, with expected sales of 600 million yuan upon reaching full production.

4. Yuexin Semiconductor Technology Co., Ltd. has launched its IPO.

5. SEMI-e Shenzhen International Semiconductor Exhibition and 2025 Integrated Circuit Industry Innovation Exhibition (SEMI-e) will be held from September 10-12, 2025, at the Shenzhen International Convention and Exhibition Center.

6. Anhui Hongxi Microdisplay Technology Co., Ltd. has officially broken ground on its 12-inch silicon-based OLED microdisplay module project (Phase 1), with a total investment of 2 billion yuan.