## Current News in the Semiconductor Industry This Week ##
SanDisk abandons $50 billion Michigan fab construction plan
In Michigan, SanDisk announced the abandonment of a semiconductor manufacturing facility construction plan worth over $50 billion. According to reports from the Associated Press and local media Crain's Detroit Business, Michigan Governor Gretchen Whitmer stated in a Wednesday announcement that the project was shelved due to "significant economic uncertainty at the national level," and the company had no plans to relocate the project to other parts of the United States.
② Zhanxin Electronics and Zhongdao Optoelectronics Reach Strategic Cooperation to Jointly Promote the Process of Semiconductor Domestic Substitution
Recently, China Guidance Optoelectronic Equipment Co., Ltd. (hereinafter referred to as "China Guidance Optoelectronics") and Zhejiang Zhanxin Electronic Technology Co., Ltd. (hereinafter referred to as "Zhanxin Electronics") officially announced a strategic partnership, committed to jointly promoting the improvement of key process yield in SiC power chip manufacturing and the localization of core testing equipment.
③ Japanese chip manufacturer Rapidus announced the launch of 2nm trial production
On July 18th, Japanese semiconductor manufacturer Rapidus announced the official launch of the trial production of 2nm GAA (Gate-All-Around) transistors and successfully demonstrated its first 2nm GAA wafer. This progress marks a crucial step for Japan in the field of advanced process technology and lays the foundation for the mass production of 2nm processes in the future.
④ Samsung's DRAM yield has exceeded 50%, and it will mass produce HBM4 in the second half of the year
On July 18, 2025, South Korean media reported that Samsung Electronics had made significant progress in the 10-nanometer sixth-generation (1c) DRAM manufacturing process, with a yield rate exceeding 50%. This breakthrough indicates that Samsung's competitiveness in the high-performance memory market is expected to increase, and it plans to start mass producing the sixth-generation high-bandwidth memory (HBM4) in the second half of the year.
⑤ The supporting crystal project for 600,000 8-inch silicon carbide substrate wafers under Jingsheng Electromechanical has officially commenced
On July 20th, the groundbreaking ceremony for the crystal project supporting the annual production of 600,000 8-inch silicon carbide substrate wafers by Ningxia Chuangsheng New Material Technology Co., Ltd. (hereinafter referred to as "Ningxia Chuangsheng"), a subsidiary of Jingsheng Electromechanical, was successfully held.
⑥ Samsung will provide HBM4 samples: aiming to turn the tables in the HBM field and challenge SK Hynix
On July 21st, Samsung announced its plan to provide HBM4 samples to customers such as AMD and NVIDIA by the end of this month, aiming to challenge SK Hynix's dominance in the HBM market.
⑦ Xinde Semiconductor has secured nearly 400 million yuan in financing, committing to high-end packaging and testing
On July 22nd, it was reported that a new round of financing for Jiangsu Xinde Semiconductor Technology Co., Ltd. has officially been completed. This round of financing was jointly led by municipal and district-level institutions, with follow-on investments from Yuanhe Puhua, Provincial Strategic New Fund, and Yushan Capital.
⑧ With a total investment of 4.5 billion yuan, the 8-inch wafer project of Xinye Times plans to start trial production in September
According to "Shaanxi CCTV News", the 8-inch high-performance specialty process semiconductor integrated circuit production line project of Shaanxi Electronic Core Industry Times has now entered the critical stage of finalizing the production line, with a plan to start trial production in September.
⑨ ON Semiconductor and Stony Brook University have reached a cooperation agreement
Recently, foreign media reported that ON Semiconductor and Stony Brook University in New York, USA, have reached a cooperation agreement. The two parties plan to build a state-of-the-art semiconductor materials research center worth $20 million on the campus of Stony Brook University.
⑩ Kemar Technology plans to acquire 73% of the equity of Suzhou Kaixin Semiconductor
On July 22, Suzhou Kema Material Technology Co., Ltd. (stock abbreviation: Kema Technology) issued an announcement stating its intention to acquire 73.00% of the equity of Suzhou Kaixin Semiconductor Technology Co., Ltd. (hereinafter referred to as "Suzhou Kaixin") for a cash sum of RMB 102.3702 million.
Click to learn more
① https://www.dramx.com/News/Memory/20250718-38822.html
② http://www.3i-systems.com.cn/gongsixinwen/43.html
③ https://finance.sina.com.cn/tech/roll/2025-07-20/doc-infhcaar4334507.shtml
④ https://www.dramx.com/News/Memory/20250721-38833.html
⑤ https://www.dramx.com/News/cailiao-shebei/20250721-38831.html
⑥ https://www.eet-china.com/news/202507221921.html
⑧ https://www.eet-china.com/mp/a423013.html
⑨ https://www.sohu.com/a/916382553_266510
⑩ https://www.dramx.com/News/cailiao-shebei/20250723-38843.html
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