International Tech News:

1. According to reports, due to a chip supply shortage from Nexperia, Nissan will cut production of its best-selling SUV model Rogue in Japan starting next week.

2. The DK Alliance will establish a semiconductor glass substrate manufacturing base in Gyeonggi Province, South Korea, and begin ordering processing equipment within the year.

3. In 2025, advanced process nodes will account for 51% of smartphone SoC shipments, a significant increase from 43% in 2024.

4. Dutch semiconductor company Nexperia announced that it has suspended wafer supplies to its factories in China because its Chinese subsidiary refused to pay for goods.

5. Google will launch its 7th-generation Tensor Processing Unit (TPU), codenamed Ironwood. A single supercomputer unit can connect up to 9,216 Ironwood TPUs through an inter-chip network.

6. SK Hynix has completed price and volume negotiations with NVIDIA for next year’s HBM4 supply, with the unit price set at approximately USD 560, over 50% higher than the previous generation.

Domestic Tech News:

1. SERES has become China’s first luxury new energy vehicle company to be listed in both A-shares and H-shares, with an opening market capitalization exceeding HKD 210 billion.

2. Anhui Guoke Liangguang has launched an internationally leading tabletop instrument for measuring material absorption spectra in the extreme ultraviolet (EUV) range (5–20 nm).

3. Song Shiqiang, General Manager of Kinghelm/Slkor, attended the Huaqiangbei High-Quality Development Forum and delivered a speech titled “Challenges and Opportunities of Electronic Components in Huaqiangbei”, offering insights and suggestions for the region’s scientific development.

4. CARIAD9, a software company, and Chinese autonomous driving technology firm Horizon Robotics have established a joint venture named CARIZON, which will independently design and develop system-on-chips (SoCs) in China.

5. Sugon released its first single-cabinet 640-card supernode, scaleX640, designed to rival the NVIDIA CUDA ecosystem and provide powerful, rapidly deployable computing capability.

6. Guangna Siwei has achieved a breakthrough in AR smart glasses technology by using diffraction waveguide technology to build nano-scale “light tunnels” inside lenses, enabling precise control of light paths.

Song Shiqiang’s Speech: “Challenges and Opportunities of Electronic Components in Huaqiangbei”

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