Global Semiconductor Industry Updates

1. STMicroelectronics and Innoscience have signed a GaN technology development and manufacturing agreement, working together to enhance the competitiveness and supply chain resilience of GaN power solutions.  

2. Lightmatter has launched the Passage M1000 photonic superchip, designed specifically for next-generation XPUs and switches.  

3. imec plans to establish a small chip development center in Germany to focus on automotive chip technologies.  

4. Qualcomm has acquired the generative AI division of Vietnamese AI research company VinAI.  

5. ChatGPT's paid subscription user base has surpassed 20 million, a 4.5 million increase from 15.5 million at the end of 2024.  

6. Intel has announced that its 18A process technology has entered the risk production phase.

China Semiconductor Industry Updates

1. UMC has completed the expansion of its Singapore plant with an investment exceeding 30 billion yuan, with a planned monthly production capacity of 30,000 wafers.  

2. Ruisi Semiconductor has released China's first fully self-developed high-performance RISC-V server chip, the Lingyu Processor, claiming its computing performance rivals that of international mainstream server chips from Intel, AMD, and others.  

3. Mr. Song Shiqiang's paper *"Applying Economics, Sociology, and Management Theories to Drive the Rapid Development of SLKOR and Kinghelm!"* has been widely circulated by hundreds of high-quality international media outlets, including AP News, The Globe and Mail, Benzinga, and BarChart, with total readership exceeding 10 million.  

4. The team of Academician Guo Guangcan from the University of Science and Technology of China has successfully extended the storage time of integrable quantum memory from microseconds to milliseconds, breaking through the efficiency limits of traditional optical fiber delay lines.  

5. SMIC has launched its first 12-inch wafer edge etching equipment, Primo Halona.  

6. BYD has invested nearly 800 million yuan to acquire over 2,500 acres of industrial land in Xi'an, with plans to expand its power battery production capacity.