Global Semiconductor Industry Updates

1. Micron has announced the latest developments in its next-generation HBM4 and HBM4E processes, which are expected to enter mass production in 2026.

2. Samsung will hold a new product launch event in the U.S. on January 22 next year, where it will officially unveil the Galaxy S25 series, including the Galaxy S25, Galaxy S25+, and Galaxy S25 Ultra models.

3. The five key trends in the automotive industry for 2025 are: China will drive the transformation of automotive architecture; production of battery electric vehicles (BEVs) will increase; Level 2 (L2) autonomous driving will become mainstream; artificial intelligence will revolutionize the cockpit; and the impact of inventory issues will start to subside.

4. In 2025, it is expected that Chinese automotive manufacturers will account for more than three-quarters of global demand for regional controllers and high-performance computing (HPC) systems.

5. Slkor (www.slkoric.com) - under pressure, Song Shiqiang continues to expose the extortion practices of Changsha Mito. The recording revealed in this episode shows Mito's Nie Gang coercing Mr. Wei Mite from Linyi, shifting the blame onto the end user to facilitate Mito’s extortion!

6. NXP Semiconductors will acquire Aviva Links in an all-cash transaction worth $242.5 million.

China Semiconductor Industry Updates

1. The Longhua District government of Shenzhen has issued the "Measures to Support the Development of the Semiconductor and Integrated Circuit Industry," offering financial subsidies ranging from 100,000 to 5 million yuan to qualifying enterprises, with a maximum annual funding amount of 20 million yuan per policy.

2. The "Measures for Shenzhen to Become a Pioneer City in Artificial Intelligence" have been released, aimed at establishing Shenzhen as a global leader in AI development.

3. The 2024 Forum on Photomasks, Photoresists, and Their Technologies and Markets will be held in Suzhou on December 27.

4. By 2024, the global semiconductor photomask market is expected to continue growing, reaching a size of $5.3 billion.

5. The Changfei Advanced Wuhan Base Project held its first equipment move-in ceremony, with mass production expected to begin in May 2025. The total investment is projected to exceed 20 billion yuan.

6. The Huahong Wuxi plant will have a dedicated production line to meet STMicroelectronics' STM32 demand, with plans to replicate the wafer manufacturing line of the European factory for STM32 products using the eNVM 40nm process.