Global Semiconductor Industry updates

1. Google is accelerating the deployment of its proprietary AI chip, TPU, actively expanding its presence in the AI accelerator chip market.

2. Starting with the new-generation BMW iX3, BMW plans to launch over 40 new vehicle models globally by 2027.

3. The French National Data Protection Commission (CNIL) has imposed a fine of €325 million (approximately ¥27.07 billion RMB) on Google.

4. Apple is planning to launch its self-developed AI-powered web search tool in 2026, aiming to compete with companies like OpenAI and Perplexity.

5. From September 1 to September 5, 2025, the "Weekly Star" at Kinghelm (www.kinghelm.net) / Slkor (www.slkoric.com) is Slkor’s FAE engineer, Xiong Wenda.

6. In the first half of 2025, the total revenue of major global panel manufacturers reached approximately $56.2 billion, roughly flat year-on-year, with Q2 showing a 5.8% quarter-on-quarter increase but a 4.2% year-on-year decline.

China Semiconductor Industry updates

1. The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued the "2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry."

2. Huagong Technology’s Optoelectronic Information Industry R&D and Export Base Phase I project has officially commenced operations, with an expected output value exceeding ¥30 billion.

3. Yingxin (Nanle) Semiconductor Materials Co., Ltd.’s zero-carbon semiconductor new materials project Phase I is progressing steadily, with a total investment of ¥1.07 billion.

4. Fujifilm has invested approximately ¥13 billion (about $89 million) in a new facility in Yoshida Town, Shizuoka Prefecture, Japan, dedicated to next-generation semiconductor materials, expected to start operations in November 2025.

5. MediaTek and NVIDIA are collaborating to develop the GB10 superchip, leveraging highly complementary technologies and a close partnership, with speculation that NVIDIA may consider acquiring MediaTek for $73 billion.

6. Hongfujin Precision Industry (Hengyang) Co., Ltd., with a registered capital of $38 million, has decided to cease operations on September 30, 2025.