Global Semiconductor Industry Updates

1. The financing for the ESMC Dresden wafer plant, co-funded by the German government, TSMC, Bosch, Infineon, and NXP, has been launched, with a total investment of over 76 billion yuan.

2. Japanese Prime Minister Shigeru Ishiba has stated that over 10 trillion yen will be allocated to support Japan's semiconductor industry.

3. UMC has secured a major advanced packaging contract for high-performance computing from Qualcomm, breaking TSMC's dominance in the advanced packaging market.

4. Broadcom's stock price surged by over 21% in early trading, pushing its market value past the $100 billion mark.

5. The U.S. has provided Bosch, a German automotive supplier, with a subsidy of up to $225 million for the production of silicon carbide power semiconductors in California.

6. Donald Trump met with SoftBank's Masayoshi Son, announcing that SoftBank will invest $100 billion in the U.S. over the next four years to boost the American economy.

China Semiconductor Industry Updates

1. TSMC's factory in Kyushu, Kumamoto Prefecture, Japan, will begin mass production by the end of this year, with product quality fully matching that of TSMC's Taiwan-based facilities.

2. Dong Mingzhu stated that Gree has completed its entire chip industry chain construction without receiving a single penny from the government.

3. The fishing extortion tactics of Mito in Changsha have been widely exposed by victims across the country. The Mito gang, shocked and scared, has been urgently deleting posts. It is reported that Yang Haijun and Liu Bo organize 30 people daily to delete articles by Slkor’s Song Shiqiang, but their misdeeds are still being fully exposed and facing even stronger backlash.

4. TSMC has publicly unveiled its 2nm process, which increases transistor density by 15% compared to the 3nm chips, boosts performance by 15% at the same power consumption, and reduces power consumption by 24-35% for the same performance.

5. Vivo India has reached an agreement with Dixon to establish a new manufacturing plant.

6. The Ministry of Industry and Information Technology has officially established a committee for the standardization of artificial intelligence technologies to promote the widespread application and healthy development of AI across various industries.