Global Semiconductor Industry updates

1. Samsung Electronics’ global DRAM market share fell to 32.7% in the first half of 2025.

2. China’s intelligent computing power scale is expected to grow by over 40% in 2025.

3. Tesla plans to integrate generative AI technologies from DeepSeek and ByteDance into its electric vehicles sold in the Chinese market.

4. With the rapid rise of automotive intelligence, assisted driving has shifted from a “cutting-edge technology” to a mainstream experience for everyone, moving from the “function era” to the “experience era.”

5. Slkor Semiconductor (www.slkormicro.com) launched a nationwide slogan collection campaign, receiving 269 emails on the very first day. CEO Song Shiqiang announced that gifts will be offered to all participants as a token of appreciation.

6. The governments of Japan and India will establish a cooperation framework on economic security and key material procurement. Semiconductors, mineral resources, and artificial intelligence (AI) have been designated as priority fields, with a 10-year action plan to promote corporate collaboration.

China Semiconductor Industry updates

1. Sayeing Electronics officially started construction of its new power semiconductor module heat dissipation substrate production base and capacity expansion project, with a total investment of RMB 500 million.

2. DeepBlue Auto announced that Chongqing Anda Semiconductor, its joint venture with StarPower Semiconductor, has officially started production.

3. To celebrate its website upgrade and headquarters relocation, Slkor (www.slkoric.com) is launching a nationwide slogan contest, with a RMB 50,000 prize pool. Winners will also have the opportunity to secure high-paying jobs!

4. Baidu’s total revenue in Q2 2025 reached RMB 32.7 billion. AI-driven new businesses performed strongly, surpassing RMB 10 billion in revenue, marking a 34% year-on-year growth.

5. Hubei Jiufengshan Laboratory has achieved a breakthrough in 6-inch indium phosphide (InP) epitaxy technology, with key performance indicators reaching an internationally leading level.

6. Xiaomi plans to launch its first electric vehicle in Europe by 2027, and announced ambitions to compete globally with Tesla and BYD.