Global Semiconductor Industry updates

1. Nikon Corporation, the Japanese optical and precision manufacturing giant, will permanently close its Yokohama factory on September 30, 2025.

2. Analysts expect NVIDIA's third-quarter revenue to reach USD 52.96 billion, a year-on-year increase of 51%.

3. Asahi Kasei Corporation, a Japanese chemical company, is investing JPY 16 billion (approximately USD 108 million) to accelerate the production capacity of insulating materials for advanced semiconductor products such as GPUs, aiming to double output by fiscal year 2030.

4. Humain, a newly established AI company in Saudi Arabia, has started constructing its first data centers in Saudi Arabia, with plans to commence operations in early 2026.

5. All employees of Kinghelm (www.kinghelm.com.cn) / Slkor celebrated the 45th anniversary of Shenzhen’s founding, with Song Shiqiang composing the poem “Seven-character Regulated Verse: Celebrating the 45th Anniversary of Shenzhen” in tribute.

6. Malaysia released its first self-developed AI processor, joining global competition to develop the most sought-after AI electronic components.

China Semiconductor Industry updates

1. The State Council issued the “Opinions on Deepening the Implementation of the ‘AI+’ Action”, stating the need to promote integrated development of AI-driven technology R&D, engineering implementation, and product deployment, accelerate the “1-to-N” technology application and iterative breakthroughs, and facilitate efficient transformation of innovative achievements.

2. The new generation of Chinese operating system, Galaxy Kirin OS V11, was officially released, achieving full compatibility with domestic mainstream CPUs, GPUs, and boards, building a complete domestic ecosystem.

3. Shiyun Circuit plans to invest RMB 1.5 billion to construct the “Xinchuang Zhizai” next-generation PCB intelligent manufacturing base project.

4. Cambricon achieved revenue of RMB 2.88 billion in the first half of 2025, a remarkable 43.48-fold year-on-year increase.

5. Tesla continues to use a pure vision-based solution for autonomous driving technology and is now applying this mature strategy to train its humanoid robot, Optimus.

6. Recently, Shanghai Weitai Technology Co., Ltd. secured Series A financing, with Xiaomi Group as the investor.