Global Semiconductor Industry Updates

1. The Japanese government is considering investing in the foundry Rapidus. The factory aims to mass-produce 2nm chips in 2027.

2. The 2025 Conference on Semiconductor Technology and Innovation (CSTIC 2025) will be held in Shanghai on March 24-25 next year. It covers all fields of semiconductor technology, including emerging semiconductor technologies.

3. The global semiconductor market is expected to achieve growth of 15-20% this year, and the market size will reach 600 billion US dollars, which will promote the semiconductor industry to achieve the one trillion US dollar milestone around 2030.

4. From 2025 to 2027, global 300mm wafer fab equipment spending is expected to reach a record $400 billion.

5. From October 16th to 18th, Jinhangbiao Kinghelm electronics and SLKOR Semiconductor will appear at the first “SEMiBAY” - Bay Area Semiconductor Industry Ecology Expo. The address is Shenzhen Convention and Exhibition Center (Futian), and the booth number is 1Q01. Friends are welcome to visit and exchange!

6. AMD recently held a new product launch event and announced that the latest AI chip Instinct MI325X will start mass production at the end of the year.

China Semiconductor Industry Updates

1. Changsha MetInfo extorted as much as more than 2 million yuan from individual websites in a single transaction. After being defined as fishing for rights protection by the Intellectual Property Tribunal of the Supreme People's Court, it is the last madness!

2. The upgrading project of the automotive electronic product production line of Tianshui Huatian Technology Co., Ltd. started. The project investment is 4.8 billion yuan.

3. The signing ceremony of Zhejiang Leapmotor Technology project was held. The four signed industrial projects are: new energy vehicle battery pack production and manufacturing base, automotive electrical module production base, automotive lighting production base and new energy vehicle electric drive project.

4. The Nantong Tongfu advanced packaging and testing project officially started. After the project is completed, it will introduce world-class packaging and testing technologies and equipment. Its products will be widely used in many fields such as high-performance computing and artificial intelligence.

5. The foundation laying ceremony of Jingwang Electronics' Thailand factory was held. The Thailand factory is positioned as "providing high-quality products for international customers in the fields of global automotive electronics, network communications, servers and storage, and communication modules."

6. In the first three quarters of 2024, China's exports of mechanical and electrical products reached 11.03 trillion yuan, an increase of 8%, accounting for 59.3% of the total export value. Among them, integrated circuits increased by 22%.