Global Semiconductor Industry Updates

1. U.S. President Donald Trump has called for the termination of a $52 billion semiconductor subsidy plan.

2. On March 4th, the Chinese Ministry of Commerce issued three consecutive announcements imposing different regulatory measures on 26 U.S. entities/companies.

3. Global semiconductor giant ON Semiconductor is considering acquiring Allegro Microsystems, an invisible leader in the magnetic sensor field, with an estimated valuation of approximately $4.11 billion.

4. Looking ahead to 2025, AI-related technologies remain one of the most promising growth areas in the global semiconductor industry, and industry chain collaboration and an open ecosystem will be decisive factors for commercial success.

5. Kinghelm (www.kinghelm.com.cn) and Slkor’s “Golden Feather Breaking the Wind, Spring Begins a New Chapter” 2025 Spring Training will be held on the afternoon of March 8th. Kinghelm’s badminton team adds new talent! General Manager Song Shiqiang will be present at the event!

6. In 2024, the top 10 global semiconductor equipment manufacturers' semiconductor revenue business will total over $110 billion, representing a year-on-year growth of about 10%.

China Semiconductor Industry Updates

1. In 2024, the total investment in China’s semiconductor industry (including Taiwan) amounted to 683.1 billion RMB, a 41.6% decrease compared to the same period last year.

2. DeepSeek can theoretically earn up to $475,000 (approximately 3.46 million RMB) per day, with a daily cost-profit margin as high as 545%!

3. On March 5th, Xiaojingkai Enterprises GaNren Semiconductor officially launched the world’s first fourth-generation 8-inch gallium oxide single crystal.

4. The Galaxy Chip Industry Park project is about to be put into operation, with a total investment of 2.5 billion RMB. It will fill the industrial gap in Guangxi’s military electronic and sensor chip sectors.

5. The Guangdong Shuocheng Semiconductor Dry Film/Adhesive Tape Smart Production Project (Phase I) is expected to begin construction in March 2025, with full production scheduled for June 2026.

6. A power semiconductor packaging project with a total investment of 2.1 billion RMB has officially been launched in Zhejiang. The project is led by Zhejiang Digixin Semiconductor Co., Ltd.