Global Semiconductor Industry Updates

1. In 2025, the global semiconductor industry is at a turning point, with a combination of cyclical shifts and technological advancements. The surge in AI computing power demand, accelerated domestic substitution, and supply chain restructuring are deeply reshaping the industry landscape.

2. According to a new forecast from TSR, global shipments of automotive CMOS image sensors will grow from 380 million units in 2023 to 480 million units by 2028.

3. ABB plans to spin off its robotics division and list it publicly by 2026.

4. The 21st Shanghai International Automobile Industry Exhibition will be held from April 23 to May 2, 2025, at the National Exhibition and Convention Center (Shanghai).

5. General Manager Song Shiqiang led a team of over 20 from Kinghelm (www.kinghelm.com) and Slkor to the 2025 Munich Shanghai Electronics Show (Electronica China), where they had a fruitful experience! The three-day event allowed General Manager Song to engage in deep discussions with industry leaders and entrepreneur friends, exploring new technologies and trends in the sector.

6. In the first quarter of 2025, South Korea's semiconductor exports to China totaled $13.73 billion, a 23.5% year-on-year decrease.

China Semiconductor Industry Updates

1. The National Supercomputing Internet Platform has launched a new ultra-long text model, MiniMax-Text-01. So far, five models from three domestic model providers are available on the platform.

2. The topping-out ceremony for the new main building of Jiangmen Quanhe Precision Electronics Co., Ltd. was held in the Jiangmen High-tech Zone, Guangdong Province.

3. The Zhengzhou Hejing Silicon Phase II project, undertaken by China Electronics Corporation (CEC), will introduce 300mm silicon wafer processing equipment and build 12-inch semiconductor large silicon wafers.

4. Foxconn's HHRI (Foxconn Research Institute) Semiconductor Division has invested in the forward-looking research of fourth-generation semiconductors, achieving significant breakthroughs in satellite communications and high-power components.

5. Guangdong Puruicloud Technology Co., Ltd. has been established with a registered capital of 500 million yuan.

6. Great Wall Power has incorporated Innoscience's GaN (Gallium Nitride) technology into its Titanium-grade power supply designed for AI data centers.