Global Semiconductor Industry Updates

1. Meta Platforms has invested $14.3 billion in the startup Scale AI.

2. The next-generation traction inverter, equipped with advanced chips, has been successfully applied to the new smart electric vehicle, significantly enhancing the vehicle's performance and energy efficiency.

3. Elon Musk’s AI company, xAI, has officially released its next-generation large language model, Grok 4, along with a multi-agent collaborative version, Grok 4 Heavy.

4. MiniMax, a large-model company, is nearing the completion of a new round of financing worth nearly $300 million, with a post-investment valuation exceeding $4 billion (approximately ¥30 billion).

5. The "9th Electronic Industry Chain Resource Connection Conference," organized by Dajiayuan Procurement Network, will be held on July 26 in Shenzhen Baolifang. Kinghelm (www.kinghelm.com.cn) and Sako Microelectronics' General Manager Song Shiqiang will attend and deliver a keynote speech titled "How to Continue Growing During Economic Transformation?"

6. The international electric vehicle news website ArenaEV reported: "Xiaomi's YU7 ignites electric vehicle market enthusiasm with record-breaking orders."

China Semiconductor Industry Updates

1. On July 17, the "Low-altitude Economy Explosion and Huaqiangbei Supply Chain Breakthrough" event was held at the Huaqiangbei Cultural Station. Over 100 industry leaders, association representatives, and technology experts participated, injecting new momentum into the industrial upgrade of Huaqiangbei.

2. The fourth-generation semiconductor MPCVD diamond materials and high-end wafer production base project, jointly invested by Shanghai Zhuoyuan Fangde Semiconductor Co., Ltd. and others, has officially broken ground.

3. Synopsys has received conditional approval from China for its $35 billion acquisition of Ansys.

4. Xilinx Integrated plans to acquire 72.33% of Xilinx Yuezhou's shares for ¥5.897 billion, further expanding its focus on silicon carbide and high-voltage analog ICs.

5. Zhaochi Integrated plans to launch 50G DFB and 100G VCSEL chips in 2026.

6. Cambrian plans to raise up to ¥3.985 billion through a stock issuance, with the funds primarily allocated for a chip platform project for large models.