SEMI Reports 11% Growth in Global Semiconductor Equipment Sales in Q3, Mainland China Remains Top Market

Deep News12-05 21:04

1. Galaxycore Inc. (688728.SH) announced on December 4 that its 32-megapixel and 50-megapixel image sensor products have cumulatively shipped over 100 million units. The company noted increasing adoption of high-pixel solutions in mid-to-high-end smartphone models, driving steady growth in demand for related image sensors.

2. According to SEMI's latest data, global semiconductor equipment sales rose 11% year-on-year in Q3 2025 to $33.66 billion, up 2% quarter-on-quarter. Mainland China led with $14.56 billion in sales (up 13% YoY), followed by Taiwan ($8.21 billion) and South Korea ($5.07 billion). North America saw a 52% annual decline.

3. Zhejiang Xingyao Semiconductor announced the completion of its Series C financing exceeding 100 million yuan on December 4. The funding, co-led by Wen Venture Capital and Hengyuan Yu Capital, will accelerate R&D for RF front-end products, expand production capacity, and strengthen market expansion.

4. Li Auto unveiled its first AI glasses "Livis" on December 3, featuring Black Sesame Technologies' AI imaging solutions. The collaboration delivers advanced imaging algorithms including HDR fusion, multi-frame noise reduction, and night scene enhancement for premium user experiences.

5. Advanced Micro Devices CEO Lisa Su confirmed the company obtained approval to export certain Instinct MI308 AI chips to China, subject to 15% U.S. government tariffs. The chips are considered strong competitors to Nvidia's H20 AI products.

6. UMC signed an MoU with Polar Semiconductor to explore 8-inch wafer production in the U.S. The partnership aims to serve automotive, data center, and aerospace sectors by combining Polar's Minnesota fab capacity with UMC's 8-inch technology portfolio.

7. Apple appointed Meta's Chief Legal Officer Jennifer Newstead as its new General Counsel effective March 1, succeeding Kate Adams. The move marks another executive reshuffle at the tech giant.

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