Global Semiconductor Industry Updates

1. SK Hynix's equipment investment plan this year is expected to be delayed, including the Cheongju M15X plant.

2. LG Display (LGD) has decided to invest 1.26 trillion KRW (approximately 66.4 billion RMB) in new OLED technology.

3. Market research firm Yole Group predicts that the global CXL (Compute Express Link interconnect technology) market will reach $15 billion by 2028.

4. Microsoft plans capital expenditures of $80 billion for this fiscal year, with the majority allocated to expanding data centers to address AI service capacity bottlenecks.

5. Patent troll company Guangzhou Knight has attempted to harass Saco Micro Semiconductor for the fifth time, and Slkor (www.slkormicro.com) official Song Shiqiang stated that they will soon launch another systematic crackdown on Changsha Mituo, Guangzhou Knight, and Beijing Hanyi, to stop these IP extortionists from harassing, blackmailing, and targeting private and small-to-medium enterprises!

6. In 2025, China ranks first in global scientific research strength for the second consecutive year. This index aims to assess international research output.

China Semiconductor Industry Updates

1. The industrialization project of Hangzhou Xintong Semiconductor Technology Co., Ltd. in the Binfu Cooperation Zone of Hangzhou Fuchun Bay New City has successfully topped out, with a total investment exceeding 1 billion RMB.

2. Zhuhai Xingke Semiconductor Co., Ltd. has invested 300 million RMB in the expansion of its integrated circuit packaging substrate project, mainly targeting its CSP packaging substrate expansion.

3. The official groundbreaking ceremony of the new generation integrated circuit R&D and production headquarters of Yimode Semiconductor, located in Changping, was held, with a total investment of 1 billion RMB.

4. Shanghai Zhaoxin Integrated Circuit Co., Ltd. has submitted an application for listing, aiming to raise 4.169 billion RMB.

5. BOE plans to acquire a 30% stake in Xianyang Rainbow Optoelectronics Technology Co., Ltd., with the listing price for this transaction set at 4.849 billion RMB.

6. Shanghai Will Semiconductor Co., Ltd. has changed its name to "Howey Integrated Circuit (Group) Co., Ltd.," and the stock abbreviation will change to "Howey Group" on June 20.