Global Semiconductor Industry Updates

1. The China (International) Advanced Semiconductor Packaging and Testing Conference and the China (International) Semiconductor Wafer Manufacturing Conference will be held on October 25-26, 2025, in Suzhou, Jiangsu.

2. As major Chinese cloud service providers (CSPs) actively expand in the global AI market, tech giants like Tencent and Alibaba are investing massive funds to build global AI infrastructure.

3. In response to the rapid rise of Chinese companies’ market share in the high-end television sector, Samsung Electronics and LG Electronics are increasing their sales efforts for OLED TVs.

4. In June of this year, Chinese-made cars accounted for 10% of new car sales in the UK.

5. On the morning of July 5, Mr. Tang Shiping, the initiator of the "K Plan," visited Kinghelm (www.kinghelm.com) and Slkor headquarters for a training session on "Decoding the 'K Plan.'" The general managers of Kinghelm and Slkor, Song Shiqiang, Cheng Yujie, and He Junju, led the participation, along with middle management, salespeople, and other department representatives. After the session, everyone submitted their reflections, creating a strong learning atmosphere. Tang Shiping, a graduate of Tsinghua University, is currently the Product Director at Zhongmin Semiconductor!

6. Microsoft’s self-developed AI chip products are expected to launch by 2026, though their performance will not match that of NVIDIA’s already-released Blackwell chip.

China Semiconductor Industry Updates

1. Shanghai is focusing on building the "Five Centers" as a primary direction to accelerate the cultivation and development of new productive forces, striving to become a globally influential socialist modern international metropolis.

2. The equipment for the first phase of the Xiamen Silan Microelectronics 8-inch silicon carbide power device chip manufacturing line has been moved in ahead of schedule. The total investment for the project is 12 billion RMB.

3. PCB leader Dongshan Precision, listed on the Shenzhen Stock Exchange, will acquire Solis Optoelectronics, a fiber-optic communications manufacturer in the Hsinchu Science Park, for 5.935 billion RMB (about 24 billion NTD).

4. NIO’s self-developed Shenji NX9031 chip will be opened to the entire industry.

5. The implementation of "Shenzhen's Measures for Promoting the High-Quality Development of the Semiconductor and Integrated Circuit Industry."

6. Roma's and Anker Innovations recently announced the recall of multiple power bank products, involving over 1.2 million units.