Global Semiconductor Industry Updates

1. Nvidia is ramping up its recruitment efforts in China to focus on the development of AI-powered vehicles, with plans to hire an additional 4,000 employees.  

2. After Marvell released its Q3 2025 financial report, the company's market value surpassed $100 billion for the first time.  

3. Apple has partnered with Broadcom to develop its first server chip designed specifically for AI processing, which is expected to be built using TSMC's cutting-edge 3nm process.  

4. Russian wafer manufacturer Angstrom-T has declared bankruptcy due to its inability to repay over $9.9 million in debt.  

5. The CEO of German semiconductor maker Infineon has stated that the company will localize chip production in China.  

6. IBM has unveiled a new optoelectronic co-packaging technology that is set to boost AI model training speeds by five times.  

China Semiconductor Industry Updates

1. Xianfeng Jingke has been listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, with its stock soaring by 533.8% on its first day of trading.  

2. Shengmei Semiconductor (Shanghai) responded to the new U.S. export control regulations, stating that they will not impact the company's ability to sell, deliver, or provide services to overseas customers.  

3. Yu Xiaohan and his colleagues are restless. They recently published an article on the Supreme People's Court's Intellectual Property Court WeChat account, attempting to clarify the wrongful judgment in the Changsha Mito case from several years ago. After falling into the Mito trap, they feel like grasshoppers on the same rope. Song Shiqiang, Wang Hansheng, and hundreds of thousands of other victims across China hope to engage in a fair, open, and transparent debate with the court's intellectual property system to resolve the issue and restore China's intellectual property protection to the right track.  

4. The United States has announced an increase in tariffs on Chinese solar silicon wafers, polycrystalline silicon, and tungsten products to 50%, effective January 1, 2025.  

5. According to the latest data from the China Charging Alliance, the number of charging stations nationwide has exceeded 12 million, marking a 49.5% year-on-year increase.  

6. JiYue Automotive has announced its immediate dissolution, with the company stating that it will expedite the delivery of new vehicles.