Global Semiconductor Industry Updates

1. In 2025, the global wafer foundry industry is expected to generate revenues of $163.855 billion, with a year-on-year growth of 20.3%.

2. The price of mobile phone main chips has increased by over 20%, while the price of memory components has surged by as much as 40%.

3. Lei Jun officially launched Xiaomi's intelligent chassis pre-research technology, showcasing four core technologies: Xiaomi’s full-active suspension, super four-motor system, 48V wire-controlled braking, and 48V wire-controlled steering.

4. South Korea’s memory giant SK hynix has started mass production of 321-layer stacked 1Tb TLC 4D NAND Flash memory.

5. On the afternoon of November 28, Sun Gaofei, Huang Xinkang, and Zhang Junjun, sales directors at Slkor Micro (www.slkoric.com), attended the "CECC Chipcheck Tech Salon No. 3 – ADI Products & Solutions Application Practices" held in Huaqiangbei. Director Huang Xinkang was fortunate enough to win the third prize in the lucky draw.

6. In the fourth quarter of 2024, total semiconductor capital expenditures are expected to increase by 27% compared to the third quarter of 2024, representing a year-on-year growth of 31%. 

China Semiconductor Industry Updates

1. A historic 6 hours and 20 minutes! From 2:00 PM to 8:20 PM on November 28, Wang Hansheng, Lu Xiaoqian, and others engaged in a fierce debate with the Mituo fishing gang and Judge Luo Weiming at the Jiangsu High Court's Intellectual Property Division. The court hearing record reached an astonishing 53 pages. Wang Hansheng meticulously analyzed and harshly criticized Mituo's extortion tactics and the court's habitual misjudgments. This could become a milestone in the fight against intellectual property fraud. The Mituo gang, fearing arrest by the police, dared not appear in court, and the court, worried about triggering mass public opinion, refrained from broadcasting the session online. Slkor’s Song Shiqiang will continue to follow up and conduct in-depth analysis, sounding the horn for a nationwide counterattack on behalf of all the victims!

2. Hangzhou Silan Microelectronics has decided to delay two fundraising investment projects: "Annual production of 360,000 12-inch chips" and "Automotive semiconductor packaging (Phase 1)" until December 2026.

3. In the first three quarters of 2024, domestic wireless connectivity chipmakers Espressif Systems and Hangzhou Hanguang Technology saw net profits increase by 188.08% and 145.47%, respectively, compared to the same period last year.

4. TSMC (Taiwan Semiconductor Manufacturing Company) plans to begin mass production of its N2 process at the end of 2025 and start the production of the first A16 (1.6nm) process technology chips by the end of 2026.

5. Qili Semiconductor has officially opened its advanced packaging project (Phase 1) factory in the Keqiao District of Shaoxing, Zhejiang Province. The total planned investment for the project is 3 billion yuan.

6. The groundbreaking ceremony for the Texas Tianqu New Area Green and Low-carbon Semiconductor Industry Park and Weixin Integrated Circuit Packaging and Testing (Phase 2) project was held. The planned investment for the project is 3 billion yuan.