Global Semiconductor Industry Updates

1. Vijay Rakesh, an analyst at Mizuho Securities in Japan, mentioned that SMIC's 7nm process yield is relatively low, at around 30%.

2. In 2024, the combined revenue of the top ten global IC testing and packaging companies reached $41.56 billion, a 3% increase compared to the previous year.

3. Vietnamese semiconductor company CT Semiconductor has started construction on its semiconductor (backend) factory based on its own technology, with plans to begin operations in the fourth quarter of 2025. By 2027, the annual production capacity of the project will reach 100 million units.

4. Recently, Samsung Electronics unexpectedly raised DRAM prices, with DDR4 increasing by about 20% and DDR5 by around 5%.

5. On the afternoon of May 16, Song Yuanming, Manager of the Overseas Business Division of Kinghelm (www.kinghelm.com.cn), and Huang Dejun, Director of the Promotion Department at Slkor (www.slkoric.com), attended the "AI-Driven · Future of the Semiconductor Supply Chain - Artificial Intelligence Innovation Applications Forum." They joined over a hundred industry leaders, technical experts, and media representatives to explore disruptive AI applications in the semiconductor supply chain.

6. The global power semiconductor market size will shrink to $32.3 billion in 2024.

China Semiconductor Industry Updates

1. The total market value of the 5,412 listed companies in A-shares is 100.6953 trillion yuan, with Beijing’s total market value exceeding 29 trillion yuan and Guangdong’s exceeding 15 trillion yuan.

2. Chongqing's silicon carbide industry is experiencing rapid development, with significant progress made in projects such as the "Yineng Silicon Carbide Module Production Base" and "Anifa Semiconductor 8-inch Silicon Carbide Epitaxy and Chip Project."

3. The Chengdu XinGu Development Service Bureau's key project, the "Huaxing Dadi Microwave and Millimeter-Wave Advanced Integrated Systems Smart Manufacturing Base," has officially begun construction.

4. Silan Microelectronics has risen to sixth place in the global power semiconductor market with a 3.3% market share, while BYD holds a 3.1% market share, ranking seventh.

5. Yangjie Technology has commenced the construction of its automotive-grade power semiconductor module packaging project, with a planned total investment of 1 billion yuan.

6. Changzhou Galaxy Century Microelectronics Co., Ltd. has obtained the patent for the "Chip Framework Transport Device."