Global Semiconductor Industry updates

1. U.S. storage chipmaker Micron has launched another round of layoffs in its China division, mainly targeting its embedded products team, affecting some employees in Shanghai and Shenzhen.

2. Elon Musk announced on X that Grok 4 is now free for all users.

3. Wolfspeed has introduced its fourth-generation 1200V automotive-grade silicon carbide (SiC) bare die MOSFET series, designed for harsh automotive environments.

4. According to Counterpoint’s Global Smart Glasses Model Shipment Tracker, the international smart glasses market saw a 110% year-on-year increase in shipments in the first half of 2025, with Meta accounting for over 70% of the market.

5. Japan’s Toshiba Group plans to increase its foundry capacity by 50% within five years, focusing on SiC and GaN chips.

6. According to Dutch media outlet Tweakers, AMD will discontinue production of its first-generation gaming flagship processor, the Ryzen 7 5700X3D.

China Semiconductor Industry updates

1. Hefei Guoxian’s main plant for its 8.6th-generation AMOLED production line using FMM-free technology has been successfully topped out.

2. ASE Semiconductor will invest NT$6.5 billion to acquire Win Semiconductors’ plant and facilities located in the Southern Science Park, Lujhu District, Kaohsiung City, aiming to expand advanced packaging capacity.

3. Slkor (www.slkormicro.com) achieved great success in a joint livestream event with LCSC Mall, attracting tens of thousands of viewers and increasing awareness of Slkor’s product models and application scenarios among electronic engineers.

4. Shenzhen HQ Electronics Co., Ltd.’s Phase I flexible intelligent manufacturing base project in Jiangmen—total investment of RMB 1.5 billion and covering 60 mu—has successfully completed its main structural topping out.

5. Xinde Semiconductor has received the prestigious award from U.S. company BroadPak in recognition of overcoming challenges in 2.5D advanced packaging technology.

6. Sources indicate that LED packaging companies including Mulinsen, Jingtai, and Shanxi Xingxin Semiconductor are expected to raise prices for some products by 5%–10%.