International Tech News:

1. The semiconductor industry is expected to launch 18 new wafer fabrication plant projects in 2025. The new projects include three 200 mm and fifteen 300 mm facilities, with most of them expected to begin operations between 2026 and 2027.

2. The United States has introduced new regulations on the manufacturing of AI chips, which set a cap on the computational power of chips sold by U.S. companies to most countries. This temporary final rule has not yet officially come into effect, and companies will have a 120-day comment period.

3. According to Counterpoint Research, the smartphone industry is expected to see an 8% year-on-year increase in revenue and a 4% growth in sales in 2025.

4. The United States and Japan have imposed strict export bans on semiconductor valves and other equipment and components to China, intensifying the urgency for domestic substitution.

5. On January 17th, Kinghelm (www.kinghelm.net) and Slkor's overseas business division held the "2024 Annual Work Summary and 2025 Work Plan Meeting." Director Qiu Huilin and Manager Song Yuanming led the work reports and carefully listened to the team's progress reports.

6. Chip technology supplier Arm Holdings (Arm) is formulating a long-term strategy to increase its chip design licensing fees by up to 300% and is considering developing its own chips.

Domestic Tech News:

1. The China Chamber of Commerce for Import and Export of Machinery and Electronic Products supports relevant Chinese chip industries in protecting their legitimate rights and interests according to the law.

2. The "Small Chip Interface Bus Technical Requirements," led by the Wuxi Chip Interconnect Technology Research Institute, has been selected as one of the typical cases for the application and promotion of the Ministry of Industry and Information Technology's (MIIT) 100 industry standards.

3. The mandatory national standard "Safety Technical Specifications for Electric Bicycles" (GB 17761—2024) was officially released on December 31, 2024, and will be implemented on September 1, 2025. The old standard (GB 17761—2018) will be replaced.

4. TSMC will produce the world’s most advanced 2nm technology at its second wafer fab located in Arizona, with production expected to begin in 2028.

5. The smartphone brand Vivo led the market in 2024 with a 17% share, shipping 49.3 million units, achieving four consecutive years of being the top domestic smartphone brand.

6. The U.S. Department of Commerce’s Bureau of Industry and Security (BIS) has placed several Chinese and Singaporean entities on the Entity List, including Chinese companies such as Qu Liang Electronics, Suaneng Technology, Zhipu, and Keyi Hongyuan.

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