Global Semiconductor Industry Updates

1. Micron Technology is restructuring its business divisions to focus on meeting the AI-related storage chip demands of large cloud service providers.

2. In the first quarter of this year, South Korea's semiconductor exports to China totaled $13.73 billion, a 23.5% year-on-year decline.

3. SK Hynix plans significant investments this year, intending to invest over 20 trillion South Korean won (approximately $13.7 billion) to expand its factories dedicated to high-bandwidth memory (HBM) production.

4. Belgian chip manufacturer Melexis will collaborate with a Chinese semiconductor company to assemble end-to-end products for the local market in China starting in 2026.

5. On April 21, Slkor (www.slkoric.com) awarded Qingqing Rong the title of "Outstanding Employee of Q1 2025." General Manager Song Shiqiang praised her resilience, noting that she is a strong pillar for the sales team.

6. OpenAI is in talks to acquire the AI-assisted coding tool Windsurf (formerly Codeium) for around $3 billion.

China Semiconductor Industry Updates

1. Another domestic RF chip manufacturer, Ruishi Chuangxin (Chongqing) Technology Co., is gearing up for an IPO!

2. Fudan University has broken the theoretical limit for current storage speeds, developing the "Dawn (PoX)" picosecond flash memory device, which can achieve an erasure speed of less than 1 nanosecond (400 picoseconds), equivalent to 2.5 billion operations per second.

3. Yageo plans to acquire Shibaura Electronics at a price of 5,400 yen per share.

4. XPeng Motors is accelerating the development of AI chips to power its smart driving vehicles.

5. In March this year, domestic new energy vehicle production and sales reached 1.277 million and 1.237 million units, respectively, marking year-on-year increases of 47.9% and 40.1%.

6. Robotics and sensor company ViTai Robotics (Shanghai) has successfully completed nearly 100 million yuan in angel and angel+ round financing.