Global Semiconductor Industry updates

1. According to Omdia, in 2024, only three Japanese companies remain in the global top ten power semiconductor market: Mitsubishi Electric, Fuji Electric, and Toshiba. Their market shares are all below 5%.

2. On September 1, GlobalFoundries announced the appointment of semiconductor industry veteran Hu Weiduo as Senior Vice President of Sales and President of China.

3. According to foreign media, UK semiconductor company Quinas Technology is about to mass-produce a new type of memory, ULTRARAM, which combines the advantages of DRAM and NAND.

4. Amkor announced the establishment of a new advanced semiconductor packaging and testing facility in Arizona.

5. The United Nations General Assembly passed a historic resolution to establish a global governance mechanism for artificial intelligence.

6. South Korea’s semiconductor exports reached USD 15.1 billion in August 2025, up 27.1% year-on-year.

China Semiconductor Industry updates

1. As of August 2025, Horizon Robotics’ Journey chips have reached a production and shipment volume of over 10 million units, making it the first domestic intelligent driving technology company to achieve ten-million-level shipments.

2. According to the latest report from Korea’s KISTEP, China currently ranks second globally in semiconductor technology and leads South Korea in nearly all technical fields.

3. SLKOR’s (slkoric.com) slogan contest is in full swing, welcoming submissions with a grand prize of RMB 5,000. Your creativity is highly anticipated!

4. UBTECH Robotics has secured a USD 1 billion strategic financing facility and plans to build a super factory and R&D center in the Middle East.

5. Alibaba Cloud denied purchasing 150,000 GPUs from Cambricon. Following the denial, Cambricon’s stock price subsequently plummeted.

6. Hengmei Optoelectronics acquired Samsung SDI’s polarizer business for approximately RMB 6 billion and successfully completed the transaction.