Alibaba will launch a deep inference model based on Qwen2.5-MAX from Qianwen.

Industry Highlights|Semiconductor Industry Headlines|

2025-02-22 17:22:37 804

Global Semiconductor Industry Updates

1. The global semiconductor industry generated a total revenue of $626 billion in 2024, marking an 18.1% increase compared to 2023. It is expected that the total revenue will reach $705 billion in 2025.

2. AMD is considering placing an order for IOD chips for future EPYC "Shao Long" server processors with Samsung Electronics, with a specific process node of 4nm. However, no mass production supply contract has been signed between the two companies yet.

3. Following the acquisition of Harger, TE Connectivity has once again expanded its influence in the energy market by acquiring the power grid products manufacturer Richards for approximately $2.3 billion.

4. The French newspaper *Le Monde* recently published an article stating that, although the EU's tariff on Chinese electric vehicles took effect on October 30, 2024, it will not enable Europe to dominate the electric vehicle market.

5. Kinghelm (www.kinghelm.com.cn/www.kinghelm.net) and Slkor Semiconductor will be showcasing at the 2025 electronica China in Shanghai from April 15-17. The event will feature a vibrant "Innovation Forum" focusing on hot application markets and rapidly developing industries, including electric vehicles, automotive electronics, humanoid robots, third-generation semiconductors, embedded systems, artificial intelligence, the Internet of Things, energy storage, smart manufacturing, medical electronics, connectors, motor drives, and drones.

6. DeepSeek is advancing the AI transformation of terminal devices such as smartphones, autonomous vehicles, smart home systems, and IoT devices, significantly boosting market demand for edge-side SoCs.

China Semiconductor Industry updates

1. A Chinese research team has successfully achieved the world’s first "continuous variable" quantum entanglement cluster state based on an integrated optical quantum chip. The related findings were published in *Nature* on February 20.

2. Luxshare Precision will invest 12 billion RMB in Kunshan to build a smart terminal, wearable device, and acoustic headphone project, with an expected annual output value exceeding 80 billion RMB upon reaching full production.

3. Hua Qiu Electronics has successfully launched a new "5G + Industrial Internet" next-generation flexible smart manufacturing base project in Jiangmen, Guangdong. The project has a planned total investment of approximately 1.5 billion RMB, and upon reaching full production, its annual output value is expected to exceed 1.5 billion RMB.

4. SMIC’s total revenue for Q4 2024 reached 15.917 billion RMB, a year-on-year increase of 31.0%. The operating profit was 2.746 billion RMB, marking a year-on-year increase of 57.8%.

5. On the morning of February 22, Peng Huisheng, Sales Manager at Jin Hang Biao, held a "Business Cross-Share Forum," with participation from all members of Kinghelm / Slkor’s domestic market department, overseas business department, and customer service department to attend and listen to the sharing session.

6. Yumo Advanced Technology Co., Ltd. recently completed the trial production of its first ultra-large-size glass substrate sample.

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Prev:: Luxshare Precision will invest 12 billion RMB in Kunshan to build a smart terminal, wearable device, and acoustic headphone project, with an expected annual output value exceeding 80 billion RMB upon reaching full production.

Next:: Google Fellow Dr. Wu Yonghui has joined ByteDance as the head of foundational research for the large-model team at Seed.

Alibaba will launch a deep inference model based on Qwen2.5-MAX from Qianwen.

Advisory Service