Global Semiconductor Industry Updates

1. Neumonda announced a collaboration with a ferroelectric memory company to establish a new production line for non-volatile memory chips in Dresden, Germany.

2. Singapore issued a stern warning to businesses, prohibiting the use of its jurisdiction to circumvent export controls on advanced semiconductors and artificial intelligence (AI) technologies imposed by other countries.

3. The EU Investment Fund pledged €20 billion for data center construction and semiconductor procurement, with an additional €10 billion allocated to support 13 smaller-scale AI facilities.

4. Amazon plans to allocate up to $100 billion in capital expenditures this year to bolster data centers, networking equipment, AI hardware, and generative AI service capabilities.

5. Apple faces at least two class-action lawsuits over delays in launching the personalized Siri feature for iPhones.

6. TDK Corporation unveiled an embedded gate driver designed to enhance thermal system efficiency for electric vehicles (EVs).

China Semiconductor Industry Updates

1. Luxshare Precision refuted rumors about plans to build a manufacturing facility in the U.S., stating it currently has no such initiatives.

2. On April 11, the China Semiconductor Industry Association (CSIA) issued an urgent notice redefining the origin of "integrated circuits" based on the four-digit HS code change principle, specifying that the wafer fabrication location determines the origin.

3. Executives from SLKOR Micro Semicon, including general manager Song Shiqiang and Qiu Huilin, visited Quiksol Global and held in-depth discussions with Quiksol CEO Yan Qing on strategies for Chinese semiconductors to expand globally. The talks also explored collaboration prospects between SLKOR and Quiksol to enter international markets.

4. Construction commenced on Rongxin Semiconductor's 12-inch integrated circuit chip production line in Zhejiang, with a total investment of RMB 16 billion.

5. China Mobile announced the completion of a computing power network integrating "connectivity, intelligence, supercomputing, and quantum computing" capabilities.

6. Excel Group officially launched its AI-enabled semiconductor industrial park in Xiaonan District, Xiaogan City, Hubei Province, with a total investment of RMB 11.8 billion.

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