Global Semiconductor Industry Updates

1. Qualcomm has acquired the London-listed company Alphawave IP Group Plc for approximately $2.4 billion in cash.

2. GlobalFoundries plans to invest 1.1 billion euros to expand its semiconductor manufacturing facility in Dresden.

3. Amazon plans to invest $20 billion in Pennsylvania to expand its data center infrastructure.

4. Starcloud plans to launch a satellite data center, the size of a refrigerator, into space this August, with an Nvidia H100 chip on board.

5. AMD has launched the Ryzen AI Z2 Extreme chip with an integrated NPU, offering up to 50 TOPS of AI computing power and supporting Microsoft's Copilot+ feature.

6. Social media giant Meta plans to invest over $10 billion in Scale AI.

China Semiconductor Industry Updates

1. Dong Mingzhu, Chairwoman of Gree, stated that the company’s self-developed chips have been applied in home air conditioning products, with overall self-developed applications accounting for about 30%.

2. Xiaomi’s Smart Manufacturing Fund has invested 450,000 yuan to acquire shares in ChipSource New Materials, supporting the development of semiconductor packaging materials.

3. To meet the rapid development needs of Slkor (www.slkormicro.com), the company is optimizing the central warehouse workflow to improve efficiency and reduce errors.

4. Shanghai Jiao Tong University’s Chip Research Institute announced the roll-off of 6-inch thin-film lithium acid photon chip wafers from the domestic photonic chip pilot production line.

5. Latest data from the General Administration of Customs shows that in the first five months of 2025, China’s integrated circuit exports reached 526.4 billion yuan, a year-on-year increase of 18.9%.

6. Geely’s Li Shufu stated that due to the current severe overcapacity in the global automotive industry, Geely has decided not to build or expand any new car production plants.