Global Semiconductor Industry updates

1. SK Hynix has launched “Gaia,” a self-developed generative AI platform optimized for the semiconductor business.

2. Over the past six months, Samsung Electronics’ global DRAM market share has dropped by 8.8 percentage points, marking the company’s largest decline since it began disclosing the data in 1999.

3. SoftBank announced a $2 billion investment in Intel. Following the announcement, Intel’s stock surged 6% in after-hours trading to $25.

4. According to Counterpoint Research’s latest Quarterly Foundry Market Report, global pure-play semiconductor foundry revenue is expected to surpass USD 165 billion in 2025.

5. Infineon announced the completion of its acquisition of Marvell’s automotive Ethernet business. With this acquisition, Infineon strengthens its system expertise in the software-defined vehicle sector.

6. Japan Semiconductor Corporation (JSC) plans to expand the 8-inch wafer foundry capacity at its Iwate plant, aiming to increase production by 1.5 times the current level.

China Semiconductor Industry updates

1. The 20th China Graduate Electronics Design Competition National Finals opened on August 15 in Longgang, Shenzhen, with 635 university teams and over 2,000 teachers and students qualifying for the finals. The competition was initiated by Professor Zhou Zucheng of Tsinghua University and others, and has cultivated a large number of talents in the field of electronic information in China.

2. According to an IDC report, Huawei regained the top spot in China’s smartphone shipments in Q2 2025, followed by vivo, OPPO, and Xiaomi.

3. Slkor (www.slkormicro.com) has introduced the SL3763 three-cell lithium battery charging management solution, which is simple, practical, and cost-effective. Demo boards and design solutions can be requested through the company’s official website.

4. ASUS announced that over 90% of its motherboard and PC production capacity has been relocated from mainland China to new manufacturing bases in Thailand, Vietnam, and Indonesia.

5. Shanghai Xiangxin Integrated Circuit Co., Ltd. has filed for bankruptcy, becoming the seventh traditional packaging and testing company in the Yangtze River Delta region to collapse this year.

6. Beijing has established three new common technology service platforms for chips, further addressing gaps in the field of integrated circuit testing in Beijing and the broader Beijing-Tianjin-Hebei region.