International Tech News:

1. Messer plans to invest 340 million RMB in a new bulk gas station system project, primarily to supply bulk gases for the 8.6th-generation AMOLED production line.

2. Recently, a Korean equipment manufacturer has reportedly planned to halt the supply of TC Bonders, posing a serious threat to the development of China's HBM industry.

3. ASML, the global lithography giant and leading Dutch semiconductor equipment company, is accelerating its capacity expansion efforts.

4. NXP Semiconductors, a Dutch company, has released its third-generation imaging radar processor, enabling L2+ to L4 levels of autonomous driving.

5. Cheng Yujie, Deputy General Manager of Kinghelm (www.kinghelm.net), led a team to inspect the antenna processing plant in Luzhai, Guangxi. The delegation included heads of product design, quality management, after-sales service, and supply chain.

6. The global shipment volume of XR (AR/VR) displays is projected to increase by 6% year-over-year in 2025.

Domestic Tech News:

1. In 2024, the combined operating revenue and net profit of 159 listed semiconductor companies reached 517.512 billion RMB and 39.339 billion RMB respectively, marking year-over-year increases of 20.01% and 19.37%.

2. SMIC released its Q1 2025 financial results, reporting a record-high revenue of USD 2.2472 billion, up 28.4% year-over-year. Operating profit surged by 12,766.6% to USD 395.71 million, with a capacity utilization rate of 89.6%.

3. The small- and medium-sized smart terminal display module project by HKC in Guizhou has entered production. The project will be constructed in two phases, with Phase I involving an investment of 3.333 billion RMB.

4. The CoreNucleus cluster plans to establish an advanced packaging project for computing servers in the Xiaoshan Economic Development Zone, with a total investment of approximately 6 billion RMB.

5. The 3rd Shanghai New Productive Forces IC Industry-Education Integration Conference will be held on May 15, 2025, at the Pudong Software Park in Pudong New Area, Shanghai.

6. SERES Group plans to list on the main board of the Hong Kong Stock Exchange, with a total market capitalization of 207.846 billion RMB.

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