Global Semiconductor Industry Updates

1. Qualcomm will produce custom data center central processing units (CPUs), with the new custom CPUs capable of linking to InnoVations AI chips.

2. G42 has partnered with iGenius to develop a large AI supercomputer in Italy.

3. NVIDIA CEO Jensen Huang stated that, for the Chinese market, NVIDIA will not release any new Hopper series products after the H20 chip.

4. SK Siltron's sales of silicon wafers to SK hynix in the first quarter of 2025 surpassed those to Samsung Electronics for the first time.

5. Nissan plans to shut down seven factories globally, reducing production capacity to 2.5 million vehicles.

6. Broadcom has launched its third-generation 200G/channel co-packaged optical technology (CPO).

China Semiconductor Industry Updates

1. Topband has established an 8mm and 10mm hollow cup motor product platform.

2. iClever North’s self-developed automotive-grade integrated local dimming function bridge chip, ICNM7810B, has completed mass production and shipment in domestic consumer-grade Mini LED display products.

3. Slkor (www.slkoric.com) silicon carbide MOSFETs offer advantages such as low on-resistance, high switching speed, and high-temperature stability, and can be applied in electric vehicle charging stations, onboard chargers, motor drivers, and power management in various industrial and consumer electronics.

4. The Semiconductor and Integrated Circuit Industry Investment Fund "Sami Industrial Private Equity Fund" in Shenzhen has completed business registration, with a total scale of 5 billion RMB.

5. The Zhenjiang Economic Development Zone Court in Jiangsu Province has accepted the bankruptcy liquidation of Zhenjiang New District Zhenxin Semiconductor Company, with industry insiders pointing out that this case is a reflection of the domestic semiconductor packaging and testing capacity oversupply.

6. The 9th Jiwei Semiconductor Conference 2025 will be held from July 3 to 5 at the Zhangjiang Science Hall in Shanghai.