China’s AI Sector Grows 20% Annually, Reaches RMB 700 Billion

Industry Highlights|Semiconductor Industry Headlines|

2025-07-25 17:22:37 684

Global Semiconductor Industry updates

1. Amazon announced the dissolution of its AI research institute in Shanghai.

2. Mitsubishi Motors announced it will cease engine production at its joint venture in China and fully withdraw from the Chinese market.

3. According to PassMark’s server CPU market share survey data, AMD’s share in the server CPU market surged to 50% in 2025, ending Intel’s long-standing dominance.

4. Samsung Electronics is expected to gradually introduce hybrid bonding technology, starting with its 16-layer high bandwidth memory (HBM).

5. Due to continued decline in product sales, Bosch will significantly adjust its production base in Reutlingen, Germany, and plans to cut up to 1,100 jobs by 2029.

6. SK Hynix achieved record-breaking results in Q2 of fiscal year 2025, with operating revenue reaching KRW 22.232 trillion.

China Semiconductor Industry updates

1. According to the Statistical Report on Internet Development in China, the scale of China’s artificial intelligence industry exceeded RMB 700 billion in 2024, maintaining a growth rate of over 20% for consecutive years.

2. Professor Xu Huaping’s team from the Department of Chemistry at Tsinghua University has developed a new type of photoresist based on polytelluroxane, offering a new design strategy for key materials in advanced semiconductor manufacturing.

3. The trademark for Slkor (www.slkormicro.com)’s AI robot cartoon character and mascot “Power Kid” has been successfully registered. This IP image, combining technology and vitality, will serve as a new brand icon, helping the company project a younger and more tech-driven brand image and showcase its innovative strength.

4. He Xiaopeng announced that XPeng’s first overseas intelligent manufacturing base has officially started production, and the first locally produced XPeng X9 in Indonesia has been delivered.

5. The 8-inch semiconductor production line project of Shaanxi Dianzi Xinye Era, with a total investment of RMB 4.5 billion, has entered the critical stage of preparing for pilot production and plans to start trial runs in September.

6. According to data from the General Administration of Customs, in the first half of 2025, China imported a total of 281.9 billion integrated circuits, up 8.9% year-on-year; exports totaled 167.8 billion units, up 20.6% year-on-year.

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China’s AI Sector Grows 20% Annually, Reaches RMB 700 Billion

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