Global Semiconductor Industry Updates

1. Australian scientists have made a breakthrough in the intersection of quantum technology and semiconductor manufacturing, optimizing traditional chip production processes with quantum technology.

2. IBM is in talks with Rapidus for a strategic partnership, aiming to jointly tackle cutting-edge chip technology below 1 nanometer.

3. The world’s top three EDA software companies, including Synopsys, Cadence, and Siemens, have announced they are restoring access to their software and technology for Chinese customers.

4. Reports indicate that Apple’s new Mac product line will debut with the Apple M5 series chips.

5. Infineon has announced that its scalable GaN production on 300mm wafers is on track, with the first customer samples expected to be available in the fourth quarter of 2025.

6. Microchip, in collaboration with Nippon Chemi-Con and NetVision, is developing an ASA-ML camera ecosystem for the Japanese automotive market.

China Semiconductor Industry Updates

1. According to reports, over 300 Chinese engineers and technicians from Foxconn recently evacuated from its iPhone factory in southern India.

2. TCL CSOT has unveiled a powerful reasoning-based vertical model—X-Intelligence for the display industry. After multiple rounds of professional evaluation, this model has surpassed DeepSeek R1-671B in its semiconductor display vertical capabilities.

3. The “Little Catfish Zhang Qiudi Store Visit” series by Weiku Electronics visited Sako Micro Semiconductor, where they interviewed the store managers, Huang Xiang and Xian Hongmei, of two Sako Micro stores in Huaqiangbei, helping to strengthen the Sako Micro (www.slkoric.com) brand presence in Huaqiangbei!

4. Foxconn has invested 232 million RMB in Qingdao New Core, further expanding its advanced packaging operations.

5. Due to a power bank recall issue, Roma’s was rumored to have "completely halted production" and even "gone bankrupt." However, Roma’s issued a late-night statement denying these rumors and clarifying that the company has not shut down.

6. WenTian Quantum has launched a chip-level post-quantum encryption card, marking a breakthrough in China’s progress in the engineering application of quantum security technologies.