Global Semiconductor Industry Updates

1. According to a report by MoneyUDN, Tesla has partnered with TSMC to manufacture its latest FSD chip using a 3nm-4nm process.

2. Following Microsoft's lead, Amazon has launched its quantum chip "Puma."

3. Infineon has introduced the CoolGaN G3 transistor with a new silicon package.

4. OpenAI has officially released the latest large model, GPT-4.5, which will be rolled out in stages to paid users.

5. Nvidia's market value has plummeted by over 8%, losing nearly $271.6 billion overnight.

6. India’s first domestically developed chip will go into production this year, with plans to train 85,000 engineers in the future.

China Semiconductor Industry Updates

1. IBM China Investment Company and its subsidiaries have officially ceased operations. 1,800 employees in Beijing, Shanghai, and Dalian are now unemployed, and office equipment at the Beijing Huanyu Building is being dismantled.

2. According to the latest statistics from CINNO Research, the total investment in China's semiconductor industry (including Taiwan) for 2024 is 683.1 billion RMB, a 41.6% decrease compared to the same period last year.

3. Kinghelm and SLKOR (www.slkoric.com) have seen a significant increase in brand exposure. SLKOR sponsored a lottery at the "Huaqiang Grand Lecture" with tea, and overseas marketing director Qiu Huilin participated in the award ceremony. Kinghelm was the title sponsor of the "Factory BA Youth Basketball League," with Song Shiqiang awarding the MVP and championship team.

4. Trump has announced an additional 10% tariff on China, and the Chinese Ministry of Commerce has responded firmly opposing the move.

5. The Shenzhen Disruptive Technology Innovation Center has been established, while the 2025 National Disruptive Technology Innovation Competition's Intelligent Robotics Industry competition has kicked off.

6. Silan Jihong's 8-inch silicon carbide project has reached its completion.