Global Semiconductor Industry Updates

1. Apple plans to spend and invest over $500 billion in the U.S. over the next four years. It also aims to double the size of the U.S. Advanced Manufacturing Fund from $5 billion to $10 billion.

2. The U.S. "Stargate" initiative is expected to drive a new wave of demand for AI servers, which may lead Nvidia to further increase its orders with TSMC.

3. The European Commission has approved a national aid program worth €920 million to support Infineon in building a power semiconductor and analog/mixed-signal component factory in Dresden, Germany.

4. China has surpassed South Korea in key technological indicators in areas such as memory chips, AI chips, and power semiconductors.

5. The "Kinghelm Golden Navigation Cup" 2025 Songgang Factory BA Youth and Young Spring Basketball League, sponsored by Kinghelm (www.kinghelm.com.cn), is nearing its conclusion. Leaders including Song Shiqiang and Cheng Yujie have extended their best wishes for the successful wrap-up of the event. Both Kinghelm and Slkor (www.slkoric.com) have pledged to continue their strong sponsorship support!

6. The yield rate of Intel's 18A (1.8nm) processors has been "disappointing," currently standing at only 20%-30%!

China Semiconductor Industry Updates

1. Jinghe Integrated and Sitiwei have signed a long-term strategic cooperation agreement, strengthening their collaboration in process development, product innovation, and capacity supply.

2. The first phase of Fushun Semiconductor's self-upgrading project has officially reached its peak!

3. MediaTek has launched the Dimensity 7400 and Dimensity 7400X mobile chips, claiming that these products bring advanced gaming and AI camera technologies to consumers.

4. Hefei Jinghe Integrated achieved a total revenue of 9.249 billion yuan in 2024, a year-on-year increase of 27.69%, with a net profit of 533 million yuan, a year-on-year increase of 151.67%.

5. ZD Atomic has partnered with Loongson to officially release the "First Loongson Development Board," the ATK-DL2K0300 development board, built around the Loongson LS2K0300 chip.

6. Shengbang Microelectronics' Jiangyin R&D and production base has officially been completed, marking a new milestone in the development of the domestic analog chip industry.