Global Semiconductor Industry Updates

1. The Governor of Virginia announced that Micron plans to invest $2.17 billion to expand its semiconductor plant in Manassas, Virginia, creating 340 jobs.

2. Samsung Electronics' market value is expected to shrink by $110 billion in 2024.

3. In the first quarter of 2025, NAND Flash suppliers will face challenges such as rising inventory levels and deteriorating order demand, with prices potentially falling by over 10%.

4. Littelfuse has acquired Elmos' 200mm wafer plant in Dortmund for €9,300.

5. The European Union’s new regulation for a unified charging interface has come into effect, requiring electronic devices to feature a USB-C port.

6. South Korea’s chip exports are expected to grow by 43.9% year-on-year in 2024, reaching $141.9 billion, a record high, surpassing the previous record of $129.2 billion set in 2022.

China Semiconductor Industry Updates

1. The third-generation semiconductor company, Innosic, specializing in GaN power semiconductors, has been listed on the main board of the Hong Kong Stock Exchange.

2. ByteDance plans to spend $7 billion in 2025 to purchase Nvidia chips.

3. The highly anticipated fraud lawsuit involving Changsha Mito and Wuxi Haoyi Jin has been postponed for a second trial. After the relentless efforts of hundreds of thousands of victims, including Wang Hansheng and Song Shiqiang, the court system had no choice but to correct numerous previous misjudgments led by Yu Xiaohan. This case may mark a turning point in the fight against intellectual property infringement.

4. Tiancheng Advanced’s 12-inch wafer-level TSV 3D integration production line has officially started operations.

5. TSMC is expanding its advanced packaging capacity significantly, with CoWoS (Chip-on-Wafer-on-Substrate) being the key focus, expanding to about 70,000 units this year.

6. DeepSeek, a leading AI lab in China, recently launched its new AI model, DeepSeek V3, which allegedly malfunctioned during testing. The model claimed to be OpenAI's ChatGPT and even provided detailed instructions on how to use OpenAI’s API.