International News:

1. Japan announced a subsidy of up to 590 billion yen (39 billion US dollars) to its domestic chip company Rapidus, to inject more funds into its ambition to catch up in the semiconductor manufacturing field.

2. The United States' revised measures on semiconductor exports to China, scheduled to take effect on April 4th, have been criticized by a spokesperson from the Chinese Ministry of Commerce, stating that this move seriously disrupts market rules and the international economic order, posing a severe threat to the stability of the global industrial and supply chains.

3. Data from research firm TechInsights shows that NVIDIA's semiconductor sales reached $19.8 billion in the fourth quarter of 2023, surpassing TSMC, Samsung, and Intel to become the world's largest semiconductor supplier.

4. According to data released by the South Korean Ministry of Trade, Industry and Energy on April 1st, South Korea's exports in March increased by 3.1% year-on-year to $56.56 billion, marking the sixth consecutive month of growth.

5. ASML, the leading photolithography equipment manufacturer, previously considered relocating its headquarters due to concerns about labor shortages and other issues. The Dutch government announced on March 28th that it will invest 25 billion euros (approximately 195 billion RMB) to improve the transportation and infrastructure in the Eindhoven area, ensuring that ASML does not relocate.

6. Counterpoint released a report on March 27th, stating that in the fourth quarter of 2023, TSMC dominated 61% of the global wafer foundry market, maintaining its leading position; Samsung ranked second due to smartphone replenishment and pre-orders for the Galaxy S24 series, with a market share of 14%.

7. Leading smartphone chipset manufacturer MediaTek successfully deployed the Tongyi Qianwen large model on flagship chips like the Dimensity 9300, achieving deep integration of large models in mobile chipsets.

8. The Semiconductor Equipment and Materials International (SEMI) reported that two semiconductor giants, TSMC and Intel, are expected to complete the construction of 2-nanometer or below wafer fabs this year. TSMC is expected to achieve a monthly capacity of 67,500 8-inch wafers, while Intel is expected to reach 202,500 wafers per month.

China News:

1. YEESTOR released the first mainland Chinese UFS storage controller, the YS8803, targeting the open market.

2. On March 28th, Huatian Technology's Nanjing company officially established its Nanjing Factory Phase II project with a total investment of 10 billion yuan to create an advanced packaging and testing base.

3. Huawei's 2023 financial report was released, achieving global sales revenue of 704.2 billion yuan, a year-on-year increase of 9.63%; net profit was 87 billion yuan, a year-on-year increase of 144.3%.

4. China's leading wafer foundry company, SMIC, released its 2023 annual financial report on March 28th. Total revenue reached $6.32 billion, with adjusted fluctuations better than the industry average, a gross profit margin of 19.3%, and an average annual capacity utilization rate of 75%, which basically met the early guidance.

5. The GSMA released the "China Mobile Economy 2024" report, predicting that China's 5G connections will exceed 1 billion this year.

6. On April 1st, the headquarters project of Huiran Technology's semiconductor measurement equipment, with a total investment of 1 billion yuan, was officially signed and will be located in the Binhu District of Wuxi City.

7. Researchers from the Shanghai Institute of Microsystem and Information Technology of the Chinese Academy of Sciences, including Cai Yan and Ou Xin, successfully fabricated silicon photonics chips using the standard 180-nanometer silicon photonics process of the Shanghai Microtechnology Industrial Research Institute, and achieved heterogeneous integration of silicon photonics chips with lithium niobate through "ion knife" technology.

8. Slkor was awarded the title of "Excellent Chinese Brand Enterprise of 2023" by Huaqiang Electronics Network.