Global Semiconductor Industry updates

1. Microsoft will end support for Windows 10 in October this year, which is expected to trigger a strong PC upgrade cycle.

2. Alibaba is developing a new artificial intelligence chip aimed at filling the gap left by Nvidia in the Chinese market.

3. Intel’s next-generation Nova Lake products will be launched in 2026, targeting challenges in the high-end desktop CPU market.

4. Advanced packaging technology is driving strong growth in the backend equipment market. Total backend equipment revenue is expected to reach USD 6.9 billion in 2025 and grow to USD 9.2 billion by 2030, with a compound annual growth rate (CAGR) of 5.8%.

5. On August 30, Slkor’s (www.slkoric.com) Foreign Trade Director Qiu Huilin conducted a training session on “Structural Thinking,” while Marketing Promotion Department Manager Huang Dejun collected “Website Revision Feedback.” The whole team participated to improve together.

6. Cheng Yimu, former executive President of the Shenzhen Electronics Chamber of Commerce, was interviewed by Shenzhen Special Zone Daily, sharing how Huaqiangbei is accelerating its transformation from “China’s No.1 Electronics Street” to the “No.1 Hub for New-Quality Productivity.”

China Semiconductor Industry updates

1. China has successfully developed the world’s first “full-frequency” 6G chip, achieving transmission speeds of over 100 gigabits per second, laying the foundation for AI-native wireless networks.

2. China currently ranks second globally in semiconductor technology, ahead of South Korea in nearly all technical fields, including memory chips and advanced packaging.

3. The first-phase factory building of DEC Semiconductor’s industrial park has been successfully topped out.

4. Huaqin Technology (603296) reported revenue of RMB 83.939 billion in the first half of 2025, up 113.06% year-on-year; net profit attributable to shareholders reached RMB 1.889 billion, up 46.3% year-on-year.

5. ZTE Corporation achieved revenue of RMB 71.55 billion in the first half of 2025, up 14.5% year-on-year; net profit attributable to shareholders reached RMB 5.06 billion.

6. The China Association for Public Companies released its 2025 Semi-Annual Report on Listed Companies’ Operations, showing that the ChiNext board achieved a net profit growth rate of 11.18%, significantly outperforming the overall market level.