Global Semiconductor Industry Updates

1. In Q2 2025, Texas Instruments (TI) reported strong growth with revenue of USD 4.45 billion and a profit of approximately USD 1.5 billion.

2. elexcon has reached in-depth cooperation intentions with overseas associations such as the India Cellular & Electronics Association (ICEA) and the Vietnam Electronics & Technology Entrepreneurs Alliance (VNETA).

3. Global sales of semiconductor manufacturing equipment are expected to reach a record USD 125.5 billion in 2025, representing a year-on-year increase of 7.4%.

4. Global memory chip giant SK hynix will add a new high-bandwidth memory (HBM) back-end production line at its M15 fab in Cheongju, South Korea.

5. On July 26, the “2025 Electronic Industry Chain Resource Matching Summit” will be held at Bao Cube in Bao’an, Shenzhen, hosted by Dajiayuan Purchasing Network and co-organized by ShenZhen Slkormicro Semicon Co., Ltd. (www.slkormicro.com) among others. Mr. Song Shiqiang, General Manager of Slkor, will attend the event and deliver a speech, which will also be broadcast live globally for better interaction.

6. In 2024, the global semiconductor silicon wafer market recorded sales of about USD 11.5 billion and a shipment area of 12,266 million square inches, down 2.7% year-on-year, hitting the lowest level in recent years.

China Semiconductor Industry Updates

1. The 2025 Fortune China 500 list has been released: these Chinese companies reported a total revenue of USD 14.2 trillion in 2024, down approximately 2.7% year-on-year; however, net profit reached USD 756.4 billion, up about 7% year-on-year.

2. In 2024, the scale of China’s artificial intelligence industry exceeded RMB 700 billion, maintaining an annual growth rate of over 20% for consecutive years.

3. In Q2 2025, Shanxi Tiancheng Semiconductor Materials Co., Ltd. successfully developed 12-inch (300mm) N-type silicon carbide (SiC) single crystal materials.

4. MicroLED leader PlayNitride-KY has officially established its mainland China subsidiary in the Kunshan Development Zone, Jiangsu Province.

5. In Q2 2025, China’s smartphone market shipments fell by 2.4% year-on-year.

6. TCL Electronics expects its adjusted net profit attributable to shareholders for the first half of 2025 to reach between HKD 950 million and HKD 1.08 billion, representing a significant year-on-year increase of 45% to 65%.