Global Semiconductor Industry Updates

1. Qualcomm will produce custom data center central processing units (CPUs), with the new custom CPUs capable of linking to InnoVations AI chips.

2. G42 has partnered with iGenius to develop a large AI supercomputer in Italy.

3. NVIDIA CEO Jensen Huang stated that, for the Chinese market, NVIDIA will not release any new Hopper series products after the H20 chip.

4. SK Siltron's sales of silicon wafers to SK hynix in the first quarter of 2025 surpassed those to Samsung Electronics for the first time.

5. Nissan plans to shut down seven factories globally, reducing production capacity to 2.5 million vehicles.

6. Broadcom has launched its third-generation 200G/channel co-packaged optical technology (CPO).

China Semiconductor Industry Updates

1. The National Integrated Circuit Industry Investment Fund Co., Ltd. plans to reduce its holdings of Tongfu Microelectronics shares by up to 37.94 million shares.

2. On May 29, the Domestic Full-Link Modular Testing Instrument Conference will be held at the Huameida Guanggu Hotel in Wuhan.

3. The 2nd (2025) Chuangxin Haimen Development Conference, themed "Breakthrough·Symbiosis·Innovation," will be held in Haimen, Nantong, from May 29 to 30.

4. CR Microelectronics' Power Devices Business Unit, Runxin Microelectronics, will hold a celebration for the production of its billionth GaN chip and the ribbon-cutting ceremony for its epitaxial production base in Dalian.

5. On the afternoon of May 21, Mr. Qiu Huilin, Director of Slkor Semiconductor’s Overseas Division (www.slkormicro.com), will give a talk titled "How to Become a Valuable Salesperson" at Huaqiangbei's "Huaqiang Lecture Hall," alongside Mr. Wang Yawen from Meiyijia Electronics and Ms. Xie Qiuhong from Dreamer Sensor Technology.

6. The "Tianjin Action Plan for Promoting AI Innovation and Development (2025-2027)" has been issued, setting the goal of overcoming 100 key core technologies by 2027, with national leadership in fields like Graphics Processing Units (GPUs), AI operating systems, AI servers, and embodied intelligence.