International News:

1. Japan announced a subsidy of up to 590 billion yen (39 billion USD) to its domestic chipmaker, Rapidus, to bolster its ambitions in semiconductor manufacturing.

2. The United States is set to implement revised export control measures on semiconductor shipments to China starting from April 4th. A spokesperson from China's Ministry of Commerce stated that this move seriously undermines market rules and international trade order, posing a significant threat to global industrial and supply chain stability.

3. According to data from research firm TechInsights, NVIDIA's semiconductor sales reached $19.8 billion in the fourth quarter of 2023, surpassing TSMC, Samsung, and Intel to become the world's largest semiconductor supplier.

4. Based on data released by South Korea's Ministry of Trade, Industry, and Energy on April 1st, South Korea's exports in March grew by 3.1% year-on-year to $56.56 billion, marking six consecutive months of growth.

5. ASML, the leading photolithography equipment manufacturer, had considered relocating from its Netherlands headquarters due to concerns over labor shortages. The Dutch government announced on March 28th a €2.5 billion investment (approximately 19.5 billion RMB) to improve transportation and infrastructure in the Eindhoven area to ensure ASML remains in place.

6. Counterpoint's report on March 27th revealed that in the fourth quarter of 2023, TSMC maintained its leading position in the global wafer foundry market with a 61% share, while Samsung held the second position with a 14% market share due to smartphone restocking and the launch of the Galaxy S24 series.

7. MediaTek, the world's largest smartphone chip manufacturer, successfully deployed the Tuan Yi Qianwen large model on flagship chips such as the Dimensity 9300, achieving deep integration of large models in mobile chipsets.

8. The Semiconductor Equipment and Materials International (SEMI) reported that two semiconductor giants, TSMC and Intel, are expected to complete the construction of 2-nanometer or below wafer fabs this year. TSMC is projected to reach a monthly capacity of 67,500 8-inch wafers, while Intel aims for 202,500 wafers per month.

China News:

1. Yeestor (YEESTOR) released the UFS storage controller YS8803 for the Chinese mainland market.

2. On March 28th, Huatian Technology's Nanjing company officially established its second-phase factory project in Nanjing with a total investment of 10 billion RMB to build an advanced packaging and testing base.

3. Huawei's 2023 financial report revealed global sales revenue of 704.2 billion RMB, a year-on-year increase of 9.63%, and a net profit of 87 billion RMB, representing a 144.3% year-on-year growth.

4. SMIC, a leading semiconductor foundry in mainland China, released its annual financial report for 2023 on March 28th. The total revenue reached $6.32 billion, with adjusted fluctuations better than the industry average, a gross profit margin of 19.3%, and an average annual capacity utilization rate of 75%, meeting initial guidance.

5. The Global System for Mobile Communications Association (GSMA) released the "China Mobile Economy 2024" report, predicting that China's 5G connections will exceed 1 billion this year.

6. On April 1st, the Huiran Technology Semiconductor Measurement Equipment Headquarters Project, with a total investment of 1 billion RMB, was officially signed and will be located in the Binhu District of Wuxi City.

7. Researchers from the Shanghai Institute of Microsystem and Information Technology of the Chinese Academy of Sciences, including Yan Cai and Xin Ou, collaborated to successfully fabricate silicon photonics chips using the Shanghai Microtechnology Industrial Research Institute's standard 180-nanometer silicon photonics process. They achieved heterogeneous integration of silicon photonics chips with lithium niobate using "ion knife" technology.

8. SlkorMicro Semiconductor (www.slkoric.com) was honored with the title of "Outstanding Chinese Brand Enterprise of 2023" by Huaqiang Electronics Network.