Domestic News (China):

1. China Maintains Global Chip Export Leadership

• Expanding domestic demand for semiconductors

• Improved manufacturing capabilities in mature nodes

• Strategic investments in next-gen materials and equipment

• In H1 2025, China exported 167.77 billion semiconductor units (avg. price: 3.9 yuan), surpassing South Korea. This reflects growth across mature and advanced process nodes, particularly in automotive, IoT, and industrial applications.

• Key growth drivers include:

2. Huawei Kirin 9020 Chip Deployment

• Huawei's self-developed Kirin 9020 chip (announced Sept 4) is now powering its new "three-fold" foldable smartphones.

• The chip delivers enhanced performance and energy efficiency through proprietary architectures, despite challenges in accessing advanced process technologies.

• This move strengthens Huawei's position in premium smartphones while reducing reliance on foreign suppliers.

International News:

1. TSMC's 2nm Process Excellence

• TSMC has achieved a remarkable >90% yield rate for its 2nm chip manufacturing process.

• The advanced nodes are entering mass production in 2025, with Nvidia as a key customer for AI chip manufacturing at TSMC's US facilities.

• This technological breakthrough solidifies TSMC's leadership in cutting-edge semiconductor manufacturing.

2. Nvidia's Massive US AI Investment

• Construction of AI supercomputers in Texas

• Expansion of domestic manufacturing capabilities

• Development of next-generation AI processors

• Nvidia announced a $500 billion investment plan to expand AI infrastructure in the United States.

• Key components include:

• This investment aims to address growing global demand for AI computing power while strengthening US technological leadership.