Semiconductor News Summary
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Yangtze Memory Technologies Signs Agreement with Wuhan University
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NAND Flash Price Trend Forecast
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Shenzhen and Sichuan Introduce Semiconductor Policies
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Yitang Semiconductor Goes Public
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Yangtze River Delta IC Industry Accounts for 3/5 of National Scale
1
Yangtze Memory Technologies Signs Agreement with Wuhan University
On July 10, the School of Integrated Circuits at Wuhan University was officially established, marking an important step for Wuhan University in serving the national integrated circuit industry’s independent innovation and addressing key technological challenges.
According to reports, the dean of the Wuhan Integrated Circuit Institute is Liu Sheng, an academician of the Chinese Academy of Sciences. He pointed out that the establishment of the School of Integrated Circuits at Wuhan University is a profound insight into national strategic needs and a strong response to key technological challenges.
Academician Zhang Pingwen, president of Wuhan University, stated that the college aims to advance the development of education and technology talent, strengthen the support and promotion of discipline organization for discipline construction, talent cultivation, and technological innovation, providing high-quality technological and talent support for the integrated circuit field, and better serving the university’s strategic goal of becoming a world-class university with Chinese characteristics in 5-10 years…For more details, please read “Yangtze Memory Signs Agreement, China’s Integrated Circuit Institute +1”
2
NAND Flash Price Trend Forecast
According to the latest forecast from TrendForce, by the third quarter of 2025, the price of conventional DRAM is expected to increase by 10% to 15% quarter-on-quarter, and if HBM is included, the overall DRAM price increase will be 15% to 20%; the average contract price of NAND Flash is expected to increase by 5% to 10% quarter-on-quarter.
Regarding DRAM, TrendForce believes that the three major DRAM manufacturers are shifting their production capacity to high-end products and have announced that DDR4 for PC/Server and LPDDR4X for Mobile are entering the end of their product life cycle (EOL), leading to active stocking of older generation products in the market, combined with traditional peak season stocking momentum, which will push the price of conventional DRAM up by 10% to 15% in the third quarter of 2025…For more details, please read “Consumer DDR4 Prices May Increase by 40-45%, Latest Q3 DRAM Product Contract Price Forecast”
For NAND Flash, TrendForce pointed out that after production cuts and inventory reduction in the first half of 2025, the supply-demand imbalance of NAND Flash has significantly improved. As manufacturers shift production capacity to high-margin products, the market supply has decreased. On the demand side, companies are increasing investments in AI, and the new generation of NVIDIA Blackwell chips is being shipped in large quantities…For more details, please read “NAND Flash Price Trend Forecast: Weak Mobile Demand Suppresses eMMC and UFS Price Increases”
3
Shenzhen and Sichuan Introduce Semiconductor Policies
In the critical window period for the integrated circuit industry, Shenzhen and Sichuan have recently unveiled their semiconductor strategies: Shenzhen aims for a 250 billion-level industrial cluster with ten hard measures to strengthen, stabilize, and supplement the supply chain; Sichuan targets 23 emerging and future industries, using packaging and testing as leverage to create a semiconductor hub in the central and western regions.
According to reports from various media outlets, the “Several Measures for Promoting High-Quality Development of the Semiconductor and Integrated Circuit Industry in Shenzhen” (hereinafter referred to as “Several Measures”) has been officially implemented, supporting the optimization and quality improvement of the entire integrated circuit chain, aiming to strengthen, stabilize, and supplement the supply chain, and comprehensively enhance the core competitiveness and innovation leadership of Shenzhen’s integrated circuit industry chain…For more details, please read “Regarding the Integrated Circuit Industry, Shenzhen and Sichuan Take Action Again”
4
Yitang Semiconductor Goes Public
On July 8, Yitang Semiconductor, an important player in the domestic semiconductor equipment sector, officially listed on the STAR Market, raising 2.497 billion yuan, which will be primarily invested in the R&D of advanced etching equipment for 14nm and below, industrialization of high-end thin film deposition equipment, and the establishment of a global service center.
Yitang Semiconductor was formerly a semiconductor wet processing equipment division of Applied Materials in the United States, restructured through domestic acquisition in 2015. It has now formed three core product lines: etching, thin film deposition, and rapid thermal processing, with clients including major domestic wafer fabs such as SMIC, Yangtze Memory Technologies, and ChangXin Memory Technologies. Its self-developed 14nm etching equipment has passed client validation, breaking the monopoly of foreign manufacturers in the advanced process equipment field.
Financial data shows that Yitang Semiconductor’s revenue for 2022-2024 is projected to be 4.763 billion yuan, 3.931 billion yuan, and 4.633 billion yuan, with net profits of 383 million yuan, 309 million yuan…For more details, please read “Yitang Semiconductor Goes Public, Semiconductor Equipment Industry Takes Action”
5
Yangtze River Delta IC Industry Accounts for 3/5 of National Scale
On July 9, the State Council Information Office held a press conference on the theme of “High-Quality Completion of the 14th Five-Year Plan”.
At the conference, Zheng Zhanjie, director of the National Development and Reform Commission, introduced that during the 14th Five-Year Plan period, the Yangtze River Delta will deepen regional integration development. Moving from infrastructure connectivity to joint innovation, industrial collaboration, and shared livelihoods, the scales of integrated circuits, biomedicine, and artificial intelligence industries account for 3/5, 1/3, and 1/3 of the national total, respectively, becoming strong growth poles.
Zheng further pointed out that in recent years, we have developed high-performance chips and operating systems through independent research and development, created AI large models that empower various industries, and developed robots that significantly improve production efficiency. The “momentum of innovation” continues to transform into “economic momentum”, with new industries, new business formats, and new business models represented by “AI+” accelerating their implementation, with the added value of the “three new” economies exceeding 24 trillion yuan by 2024, equivalent to the total GDP of Beijing, Shanghai, and Guangdong regions….Click for more details “Director Zheng Zhanjie: Yangtze River Delta Integrated Circuit Industry Accounts for 3/5 of National Scale”
▶ About Us
TrendForce is a global high-tech industry research organization, covering research areas including memory, AI servers, integrated circuits and semiconductors, wafer foundry, display panels, LEDs, AR/VR, new energy (including solar photovoltaics, energy storage, and batteries), AI robotics, and automotive technology. With years of in-depth research, TrendForce is committed to providing forward-looking industry research reports, industry analysis, project planning assessments, corporate strategic consulting, and brand integration marketing services, making it a trusted decision-making partner in the high-tech field.
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