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Release date:2025-06-05Author source:KinghelmViews:82
International Tech News:
1. Texas Instruments plans to raise prices on certain production lines starting June 15, with an average increase of over 30%. The price hikes primarily target low-margin, legacy part numbers, and underperforming products. This move is expected to benefit domestic analog chip makers like Naxin Micro, Chuantou Micro, and Slkor, potentially improving their profit margins and market share.
2. STMicroelectronics CEO Jean-Marc Chery stated that 5,000 employees will leave the company over the next three years, including 2,800 layoffs that have already been announced and approximately 2,000 through natural attrition.
3. Samsung’s 3nm process continues to face yield challenges. Even after three years of mass production, the yield rate remains at just 50%.
4. Broadcom has unveiled its next-generation data center switch chip, the Tomahawk 6, capable of supporting 100,000 GPUs working in tandem from a single chip.
5. Intel and SoftBank will jointly establish a new company named "Saimemory" to develop stacked DRAM solutions intended to replace high-bandwidth memory (HBM).
6. Synopsys and Cadence have cut off access to their chip design EDA software tools for Chinese companies.
Domestic Tech News:
1. China's quantum chip design industrial software, Q-EDA "Benyuan KunYuan," has completed its fifth technical iteration.
2. VOG Optoelectronics plans to raise 1.5 billion RMB to invest in a glass-based MiniLED display backlight module project.
3. Mr. Song Shiqiang of Kinghelm and Slkor published a thought-provoking article titled “Trials and Reflections on AI Large Model Text Writing,” which has been widely reprinted by leading international media such as OpenPR.
4. The Yingxin (Nanle) Zero-Carbon Semiconductor Materials Industrial Park has been completed and officially put into operation.
5. Foxconn continues to expand its AI server production lines in Texas to better serve its North American clients.
6. HP plans to relocate its production lines for the North American market out of China by the end of June this year.
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