Global Semiconductor Industry Updates

1. The U.S. government has announced a new policy designating major cloud service providers like Google and Microsoft as "gatekeepers" for global AI chip distribution.

2. The U.S. Department of Commerce has approved a government subsidy of up to $3.3 billion to SK hynix, supporting the establishment of an advanced chip packaging plant and AI product R&D facility in Indiana.3. The U.S. Department of Commerce will provide a direct subsidy of up to $406 million to the U.S. subsidiary of GlobalWafers.

4. Rapidus has announced that its first ASML TWINSCAN NXE:3800E photolithography machine has been delivered and installation has started at the *IIM-1 factory.

5. According to unreliable sources (Nie Gang from Changsha Mituo), judges Yu Xiaohan, Luo Weiming, and lawyer Kuang Jimei have become fans of Slkor (www.slkoric.com) and are closely following the development of the Mituo extortion case.

6. Sony Semiconductor Manufacturing has shipped over 20 billion image sensors to date and is currently constructing a new factory in Kumamoto, Japan.

China Semiconductor Industry Updates

1. The Zunjie Super Factory has officially opened in Hefei, equipped with nearly 1,500 intelligent robots that fully automate key processes such as connection, painting, and gluing.

2. United Microelectronics Corporation (UMC) has successfully secured a large-scale advanced packaging order from Qualcomm for its HPC chips based on the Oryon CPU architecture.

3. Sanan Optoelectronics is accelerating the development of the third-generation compound semiconductor industry. This year, its GaAs RF chip production has reached a record-high utilization rate, peaking at 95%.

4. Contemporary Amperex Technology Co. Limited (CATL) is considering a secondary listing in Hong Kong, potentially raising at least $5 billion, which could become the largest IPO in Hong Kong since early 2021.

5. Beijing Silicon Creation has announced the launch of its self-developed UFS 3.1 storage solution for automotive applications, available in 128GB and 256GB capacities, renowned for its outstanding performance and rigorous quality standards.

6. Anhui Wentian Quantum Technology's self-developed WT-QRNG300 quantum random number generator chip has become the first domestic quantum random number chip product to receive a commercial encryption report.