Global Semiconductor Industry Updates

1. Lei Jun stated that Xiaomi's smartphone chip, Xuanjie O1, uses the second-generation 3nm process, aiming to rank among the top-tier flagship experiences.

2. In 2024, the Southeast Asian electric vehicle market is expected to see a year-on-year growth of over 50%, pushing electric vehicles to capture a 10% share of new passenger car sales.

3. NVIDIA has chosen to collaborate with Navitas Semiconductor to develop the next generation of 800V high-voltage DC architecture.

4. TrendForce predicts that total HBM shipments will exceed 30 billion Gbps in 2026.

5. On the morning of May 24, Kinghelm (www.kinghelm.com.cn) and Slkor invited the former CTO of a leading telecommunications company to conduct an internal organizational management training session at their headquarters. CEO Song Shiqiang led all employees in participating in the training, aiming to enhance communication with the external environment, improve management structures, and elevate management standards.

6. EDA software company Cadence has launched an industry-leading HBM4 12.8Gbps IP memory system solution, empowering the next generation of AI and HPC systems.

China Semiconductor Industry Updates

1. Li Auto has revised its 2025 full-year sales target from 700,000 units to 640,000 units.

2. CMOS image sensor supplier SmartSens has launched the new 4MP smart security application image sensor SC4336H.

3. The signing ceremony for the Qiming Semiconductor Technology Project took place in Qidong. This project focuses on one-stop services for silicon-based and third-generation semiconductor power products.

4. Fujian Jingxu Semiconductor's "filter production" project is expected to begin trial production in September, with a total investment of 1.68 billion RMB.

5. Jiangsu Gaohe Automobile Co., Ltd. has officially been registered with a capital of 143 million USD (approximately 1.03 billion RMB).

6. Angrui Micro has launched the new generation low-power wireless RF chip OM6629 series, supporting Bluetooth 5.4. It is suitable for applications such as electric two-wheeler displays, Bluetooth voice remotes, headphone charging cases, and smart rings.