Global Semiconductor Industry updates

1. In Q2 2025, Southeast Asia’s smartphone market continued to be affected by tariff uncertainties, with shipments down 1% year-on-year to 25 million units.

2. NVIDIA’s next-generation GPU chip, Rubin, will replace the current Blackwell series.

3. The 9th China System-in-Package Conference (SiP Conference China 2025) will be grandly held from August 26 to 28, 2025, concurrently with ELEXCON 2025 – the Shenzhen International Electronics and Semiconductor Exhibition – at the Shenzhen Convention and Exhibition Center (Futian).

4. South Korea’s ICT import and export trends for July show exports reaching USD 22.19 billion, up 14.5% year-on-year; imports rose 9.8% to USD 13.32 billion, resulting in a trade surplus of USD 8.87 billion.

5. The research article “Under the Shanzhai Label, Huaqiangbei Races into the Innovation Track with ‘Shenzhen Speed’” by the study-tour organization Yuanxingke was published on the youth academic media platform Youth for SDG. Youth for SDG is a platform for global youth to learn about and engage in the realization of the United Nations Sustainable Development Goals. Mr. Song Shiqiang of Slkor (www.slkormicro.com) was interviewed as a representative of Huaqiangbei.

6. DeepX, a company specializing in edge AI semiconductors, has signed contracts with Samsung Electronics and Gaonchips to produce its next-generation edge generative AI chip DX-M2 using the 2nm foundry process.

China Semiconductor Industry updates

1. According to a new research report by CICC, China’s humanoid robot shipments could reach 350,000 units by 2030, with the market size expected to exceed RMB 58.1 billion. The compound annual growth rate (CAGR) from 2024 to 2030 is projected to surpass 250%.

2. Jiangsu Xinde Semiconductor Technology Co., Ltd. has completed another financing round of nearly RMB 400 million.

3. Fourier Intelligence has officially launched its full-sized humanoid robot, GR-3.

4. UBTECH Robotics has won a RMB 90.5115 million robot equipment procurement project from Miyi (Shanghai) Automotive Technology Co., Ltd.

5. The first-phase project of the Southwest Semiconductor New Display Manufacturing Base in Neijiang Economic Development Zone, Sichuan, has been successfully topped out, with a total investment of about RMB 2 billion.

6. Chinese GPU manufacturer Biren Technology is considering an initial public offering (IPO) in Hong Kong.