Global Semiconductor Industry Updates

1. The top ten chip design companies are expected to reach $249.8 billion in revenue in 2024, a 49% year-over-year increase. Among them, Nvidia has seen a 125% growth, significantly outpacing other companies.

2. Oracle has signed a multi-billion-dollar agreement with AMD to build an AI cluster consisting of 30,000 MI355X chips.

3. Samsung has shifted its R&D focus to its next-generation flagship chip platform, the Exynos 2600.

4. Arm’s parent company, SoftBank Group, will acquire all shares of Ampere for $6.5 billion (approximately ¥973 billion).

5. Kinghelm (www.kinghelm.net) / Slkor’s materials, including a brochure, Bluetooth headphones, handheld fans, and more, have arrived for the Munich Electronics Show in Shanghai. The exhibition preparations are progressing smoothly, and we look forward to meeting you in Shanghai this April!

6. The United States has requested Malaysia to closely monitor the movement of Nvidia’s high-end AI chips entering the country, as the U.S. suspects many of these AI chips are eventually being diverted to China.

China Semiconductor Industry Updates

1. The top ten domestic AI chips for DeepSeek all-in-one machines are Kunlun, Huawei Ascend, Haiguang, Muxi, Tianshu Zhixin, Moore Threads, Suiyuan, Biren, Yuntian LFE, and Jingjia Micro.

2. TSMC has begun trial production of its 2nm process, with an initial yield rate of 60%. Mass production is expected to start in the second half of 2025.

3. Zhongwei Semiconductor’s key project in Shenzhen—the development of automotive-grade microcontroller chip technology—is still under ongoing research and development.

4. Xidian Semiconductor Equipment (Shenzhen) Co., Ltd. has successfully listed on the ChiNext board.

5. The high-temperature superconducting silicon single crystal equipment and crystal production project has officially broken ground in the Yinchuan Economic and Technological Development Zone, with a total investment of 10 billion yuan.

6. Shanghai-based semiconductor silicon wafer company, Shanghai Super Silicon, has completed its IPO guidance work.