Global Semiconductor Industry updates

1. AI giant Anthropic raises $13 billion, with valuation soaring to $183 billion.

2. On September 3, SK Hynix introduced the industry’s first mass-produced high-NA EUV lithography machine to its Icheon M16 factory in South Korea, holding a ceremony to mark the equipment’s arrival.

3. According to TrendForce, DRAM industry revenue in Q2 2025 reached $31.63 billion, up 17.1% from Q1.

4. Meta will collaborate with Reliance Industries to provide open-source AI models to Indian businesses.

5. OpenAI announces $1.1 billion acquisition of product testing startup Statsig.

6. According to South Korean media, Samsung’s Taylor fab will restart its 2nm layout, with plans to gradually deploy engineers starting this September, aiming for mass production within the year.

China Semiconductor Industry updates

1. Chengdu Huawi releases a 4-channel 12-bit 40G high-speed, high-precision RF direct-sampling ADC chip.

2. According to the latest data from the Ministry of Industry and Information Technology, China’s integrated circuit design revenue reached 251.1 billion yuan in the first seven months of 2025, up 18.5% year-on-year.

3. On September 4, Kinghelm (kinghelm.com.cn) chief engineer Qin Xianghong conducted a training session on “Fundamentals and Applications of Communication Antennas” in the meeting room to enhance the team’s professional skills.

4. TCL CSOT’s Wuhan 5.5G printed OLED production line expands, with monthly capacity increasing to 9,000 units.

5. Huaqin Technology achieves revenue of 83.9 billion yuan and net profit exceeding 2.1 billion yuan in the first half of 2025.

6. Chongqing Xinling Micro’s 6-inch power semiconductor fab and supporting facilities project is set to be operational in October.