International News

1. Equipment investments in 300mm wafer fabs globally are projected to reach a new high of $137 billion in 2027.

2. The global semiconductor industry is expected to reach a milestone of $1 trillion around 2030.

3. Samsung is set to supply AMD with HBM3E, a 12-layer stacked DRAM, for AMD's new generation data center chip MI350, with a total scale of approximately $3 billion.

4. The semiconductor market is poised to return to a growth trend in 2024, with an annual growth rate of over 20%, reaching $630.2 billion.

5. Recently, Western Digital, a leading storage manufacturer in the United States, announced price hikes for its mechanical hard drives (HDDs). Another major HDD manufacturer, Seagate Technology, also announced immediate price increases for new orders and demand exceeding previous commitments.

6. In 2023, China's silicon wafer imports decreased by 19.7% year-on-year, while exports to India increased more than 13 times.

7. The global semiconductor industry revenue in 2023 was $544.8 billion, down 9% from $597.7 billion in 2022.

8. With rapid growth in semiconductor revenue in 2023, NVIDIA has become the second-largest semiconductor company after Intel.

Domestic News

1. Recently, the Ministry of Industry and Information Technology (MIIT) issued a notice on launching the "2024 5G Lightweight (RedCap) Penetration Action."

2. Huawei has introduced its first AI-supported laptop, the MateBook X Pro, featuring the new Intel "Core Ultra 9" high-performance processor.

3. Hubei province has made it clear that it will continue to promote the electrification of urban buses, aiming for new energy buses to account for 85% of the province's total by 2027.

4. Leading AI company iFLYTEK expects to benchmark GPT-4 turbo in the first half of the year and GPT-4V in the second half.

5. On the afternoon of April 18th, Mr. Song Shiqiang, General Manager of Kinghelm Electronics (www.kinghelm.net) and SlkorMicro Semicon, was invited to attend the "Supply Chain Optimization Symposium Under Technology Innovation 2024" and participate in the roundtable forum.

6. On April 22nd, Ideal Automobile announced a price reduction for multiple models, with the highest reduction reaching ¥30,000 RMB.

7. Recently, the largest-scale 5G RedCap joint construction and sharing network in the country has been launched in Guangdong, with 120,000 RedCap-enabled stations already activated.

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