Global Semiconductor Industry Updates

1. The Canadian government, citing so-called "national security" concerns, has ordered Hikvision Canada Ltd. to cease operations and shut down its business in Canada.

2. The new iPad Pro equipped with the M5 chip from Apple (AAPL-US) has entered production.

3. It is predicted that by 2030, the global semiconductor industry will face a shortage of around one million skilled workers, including engineers, mid-to-senior level management, and other key positions.

4. The European Union aims to have seven large AI factories spread across Europe, with €1.5 billion allocated to realize this plan.

5. Kinghelm (www.kinghelm.com.cn) is a national high-tech enterprise experiencing rapid business growth and is recruiting a large number of talents, including 8 antenna and connector sales engineers and 3 connector R&D engineers. We welcome recommendations from friends!

6. Meta Platforms plans to raise $29 billion for the construction of artificial intelligence data centers.

China Semiconductor Industry Updates

1. CCTECH plans to raise no more than 313.2 million yuan, which will be used for the "Semiconductor Equipment R&D Project" and to supplement working capital.

2. The A section of the Beijing BOE 6th Generation Semiconductor Display Device Production Line Project, undertaken by China State Construction First Bureau, has officially entered full-scale production. The total investment in the project is 29 billion yuan.

3. Lei Jun, founder of Xiaomi Group, stated that the experience with the Xuanjie chip exceeded expectations, and they are considering applying the second-generation Xuanjie chip in automobiles.

4. The commissioning ceremony for the NuoTian Silicon Carbide Semiconductor Equipment and Substrate Production Base Project was held. The total investment in this project is about 150 million yuan.

5. The Zhejiang Jingrui Electronic Materials Co., Ltd. annual production line project for 600,000 8-inch silicon carbide substrates has passed the Zhejiang Provincial Investment Project Filing Announcement.

6. According to statistics from the Shenzhen Semiconductor Industry Association, by the end of 2024, Shenzhen will have a total of 727 integrated circuit enterprises, a growth rate of 11.2%.