International News:

1. Samsung Electronics is leading the development of "semiconductor 3.3D advanced packaging technology," aiming to apply it to AI semiconductor chips, with mass production scheduled for the second quarter of 2026.

2. NVIDIA's AI GPU H200 upstream chip has entered mass production since late second quarter and is expected to deliver in large quantities after the third quarter. The B100 is expected to ship in the first half of next year.

3. Alibaba's open-source Qwen-2 72B competes strongly with Meta's Llama-3 from the social giant and Mixtral from France's renowned large model platform Mistralai, establishing new dominance. China leads globally in the open-source large model field.

4. SK hynix of South Korea plans to invest 80 trillion Korean won by 2026 in areas such as artificial intelligence and semiconductors, with an increase to 103 trillion Korean won (USD 74.6 billion) by 2028, bolstering its chip business.

5. From July 8th to 10th, Kibghelm and SLKOR CEO Mr. Song Shiqiang personally led the headquarters' business, operations, and supply chain team to attend electronica China in Munich, Shanghai.

6. Pure wafer foundry GlobalFoundries has acquired Tagore's proprietary and production-validated gallium nitride (GaN) power technology and IP product portfolio.

China News:

1. TSMC's 2025 capital expenditures are expected to reach USD 32 billion to USD 36 billion, the second-highest in history, with a year-on-year increase of 12.5% to 14.3%. TSMC's 2024 capital expenditures are forecasted to be USD 28 billion to USD 32 billion.

2. Ministry of Industry and Information Technology data shows that from January to May, smartphone production increased by 12% year-on-year, and integrated circuit production increased by 32.7% year-on-year.

3. Original Huawei "genius boy" Zhihui Jun (Peng Zhihui), involved in the founding of Zhiyuan Robotics, is initiating a new round of financing, with existing shareholder Baidu Ventures participating again.

4. The 21st China International Semiconductor Expo (IC CHINA) will be held from September 5th to 7th at the Beijing Beiren Yechuang International Convention and Exhibition Center.

5. Recently, Taike Tianrun Semiconductor underwent a business change, with Guangzhou Yiqi Jindao Investment Partnership Enterprise (Limited Partnership), a subsidiary of Luzhou Laojiao, becoming a shareholder.

6. Recently, Suzhou-based InnoTech has formally submitted an application for listing on the Hong Kong Stock Exchange, signaling an upcoming major IPO from Suzhou.