Global Semiconductor Industry Updates

1. Fab1 DSTI slurry supply has been suspended (Part Number: M2701505, AGC-TW). The related wafer fabs currently have only about 267 barrels in stock, which is expected to support the production line for approximately 5 months.

2. Microsoft, Amazon, Meta Platforms, Alphabet, and Tesla are competing to build AI data centers and dominate this emerging technology.

3. Intel has stated that the application of Intel's 18A process in internal products is expected to expand significantly.

4. Samsung plans to launch its third-generation 2nm process within two years.

5. From June 30, 2025, to July 5, 2025, kinghelm (www.kinghelm.net) / Slkor (www.slkoric.com) "Star of the Week" is the store manager Huang Xiang of Slkor's Huaqiangbei direct store, with a company reward of RMB 300.

6. IBM is seeking to establish a long-term partnership with Japanese chip maker Rapidus to jointly develop chips below 1nm.

China Semiconductor Industry Updates

1. As of June 30, 2025, panel manufacturers such as BOE, Huike, and TCL CSOT have invested over 220 billion yuan in total, with production involving display technologies such as LCD, OLED, Mini LED, Micro LED, and electronic paper.

2. The 1 billion yuan project for Hanhai Semiconductor's GPU server assembly and testing foundry has officially settled in the Xiaoshan Economic and Technological Development Zone.

3. Six projects have officially signed contracts in Nanjing Lishui, with a total investment of about 4 billion yuan, covering emerging industries such as optoelectronic displays, electronic information, and smart wearables.

4. Recently, Futehua Industrial (Shenzhen) Co., Ltd. invested 232 million yuan in Qingdao Xinhui Core Technology Co., Ltd.

5. The complete 800V electric drive assembly, equipped with Xinyuneng’s self-developed first-generation 1200V 16mΩ SiC MOSFET main driver chip, successfully came off the production line. This chip is packaged in Xinjuneng’s V2P power module.

6. GJ Semiconductor recently completed a Series A+ financing round of nearly 100 million yuan.