Global Semiconductor Industry Updates

1. In the first quarter of 2025, the combined revenue of the top 10 waferless IC design companies worldwide grew by approximately 6% quarter-on-quarter, reaching $77.4 billion, setting a new record.

2. Nvidia will no longer include the Chinese market in its revenue and profit forecasts.

3. Infineon Technologies has officially launched its "In China, For China" localization strategy, covering three core businesses: "Automotive," "Industrial and Infrastructure," and "Consumer, Computing, and Communications."

4. Japanese semiconductor equipment manufacturer Tokyo Electron Ltd. (TEL) held a groundbreaking ceremony for its advanced manufacturing facility in Miyagi Prefecture.

5. From June 9 to June 13, 2025, Chen Suwei, Director of the Business Department at Kinghelm (www.kinghelm.com.cn), was awarded "Star of the Week," with a company reward of 300 RMB.

6. With the growth of industries such as robotics and new energy vehicles, the global demand for medium and heavy rare earths in the civilian sector is continuously increasing.

China Semiconductor Industry Updates

1. Zhong Yecheng, leading the "KeXin Precision" team, won the Gold Award in the Future Industry Track at the 2025 "Golden Seed Cup" College Student Entrepreneurship Competition with their project "KeXin Precision – Pioneer in Domestic Production of Electronic Packaging Wedge Cutters."

2. Hefei Xianwei Semiconductor Materials Co., Ltd. has completed a Series A+ financing round worth tens of millions of yuan.

3. Hesheng New Materials plans to invest 250 million yuan in Yizhi Electronics, with a pre-investment valuation of 2.25 billion yuan, and will hold a 10% stake post-investment.

4. Shanghai and ZTE Corporation will focus on new-generation information technologies such as AI terminals, chips, next-gen communications, and intelligent computing, and will collaborate deeply in key industries including integrated circuits, artificial intelligence, and electronic information.

5. Zhejiang Liji Storage Technology Co., Ltd. and Shenzhen Chuangzhi Xinan Technology Co., Ltd. have both submitted listing applications to the main board of the Hong Kong Stock Exchange.

6. Chengdu Huilite has successfully integrated Morse Micro’s MM6108 Wi-Fi HaLow SoC into a suite of five innovative products.