According to foreign media, Intel recently announced that it would cut about 2400 employees in Oregon, far more than the 529 previously planned, affecting key positions such as chip design, process engineering, equipment maintenance, data science and software development, accounting for more than 10% of the total number of local employees. This layoff involves many parks, including more than 300 module development engineers, more than 300 equipment maintenance technicians and dozens of data scientists.

Google announced the introduction of Varun Mohan, co-founder and CEO of artificial intelligence programming startup Windsurf, and some of its R&D teams to improve its agent coding capability of DeepMind. This move has further intensified the competition for talents in the AI field, especially with big companies such as Meta.

The restructuring of Time Core Storage failed! The dilemma of the last 12 inch uncompleted factory in China is difficult to solve. Changxin Technology has launched listing guidance. It has been invested by top institutions. Huada Jiutian: Stop planning major asset restructuring ..... Let's take a look at the major events in the semiconductor industry this week (July 7 to July 13)?

Goldman Sachs has introduced Devin, an AI software engineer developed by the startup Cognition, which is expected to significantly increase employee productivity. Devin can independently complete complex tasks. Hundreds of them will be deployed at the initial stage, and thousands may be deployed in the future. This move marks a new stage of AI application in the financial industry and may be extended to other fields.

Intel split its AI, robotics and biometrics businesses, established an independent company, RealSense, and successfully obtained a round A financing of 50 million dollars. MediaTek Innovation Fund and Intel Capital participated in the investment. RealSense plans to use this money to develop new products to meet the growing global demand.

According to the national enterprise bankruptcy reorganization case information network, on July 11, Jianwenlu (Zhejiang) Semiconductor Co., Ltd. (formerly known as Hangzhou Jianwenlu Technology Co., Ltd.) was applied for bankruptcy review. In March 2021, the "1.63 billion MEMS RF chip project with an annual output of 1 billion yuan" in the South Taihu New Area of Huzhou was started. The project was listed as "a major leading industrial project in the province", and in-depth cooperation was carried out with the Yangtze River Delta Research Institute of Tsinghua University in Zhejiang Province. It was reported that semiconductor was also expected to break the international monopoly.

Huang Qifan pointed out that the scale of China's manufacturing industry has accounted for more than 30% of the world's total, and it is in the "leading" position in five major fields of high-speed railway, automobile, new energy equipment, electric power equipment, and shipbuilding, while in key fields such as biomedicine, information intelligence technology, and chip production, it has also moved from "following" to "parallel" stage. However, the development of producer services related to its strength is relatively lagging behind. It is suggested to focus on the development of producer services and improve the added value and total factor productivity of the manufacturing industry. It is expected that its proportion in GDP will reach 40% by 2050, helping China to realize the qualitative change of a manufacturing power.

Beijing Yizhuang Automatic Driving Demonstration Zone was selected as one of the "Ten Benchmark Applications of Beijing Digital Economy", demonstrating its breakthrough in the field of road cloud integration and high-level automatic driving. The demonstration zone optimizes traffic through cloud control platform to realize large-scale intelligent Internet applications. Baidu's "Turnip Run" provides full link automated driving services and expands the international market. This action affirmed Beijing's leading position in digital economy and intelligent networking innovation.

In 2025, the talent gap of China's new energy vehicles will reach millions, and the supply and demand ratio of intelligent driving engineers will only be 0.38. The talent demand will turn to interdisciplinary and complex. Chongqing Electronic Science and Technology Vocational University, through the integration of industry and education, reconstructs its specialty to train compound talents, and cooperates deeply with Chang'an Automobile and other enterprises to meet the demand for talents for future industrial transformation.

Yuandao Communication was investigated by the CSRC on suspicion of false financial data records. If the violation is true, the company's shares face the risk of forced delisting. The company's performance continued to decline, and the 2024 audit report was issued with qualified opinions. Yuandao Communications plans to improve its performance through intelligent transformation and new energy distribution, but the case filing and investigation will have a significant impact on its operation and stock price.

Data focus of this week: In May, global semiconductor sales increased by 19.8% year on year to $59 billion, and China's growth was 20.5%; Organization: It is estimated that the sales volume of the global TWS market will increase by 3% year on year in 2025; In 2030, the global semiconductor industry will be short of 1 million professionals... What are the highlights of this week's (7.7-7.11) semiconductor industry data?

Nvidia, a major chip manufacturer, has recently become the most valuable enterprise in the world. Chief Executive Huang Renxun said that American technology companies will survive President Trump's tariff measures, just as they have survived the market turmoil before. He also stressed the importance of strengthening the production of computer chips in the United States.

According to the Central Commission for Discipline Inspection, the State Supervision Commission and the Discipline Inspection and Supervision Group of China Securities Regulatory Commission, and the Jiangsu Provincial Commission for Discipline Inspection, a few days ago, with the approval of the Central Commission for Discipline Inspection and the State Supervision Commission, The discipline inspection and supervision team of the Central Commission for Discipline Inspection and the State Supervision Commission stationed in the China Securities Regulatory Commission and the Suzhou Municipal Commission for Discipline Inspection and Supervision Commission of Jiangsu Province conducted disciplinary review and supervision investigation on Li Xiaoqiang, the former deputy director of the issuance supervision department of the CSRC, for serious violations of discipline and laws.

Beijing University of Aeronautics and Astronautics released the breakthrough achievement of AI chip: the energy efficiency reached 3048TOPS/W

With the growing demand for AI applications, Intel, TSMC, Samsung and other major wafer fabs are developing comprehensive solutions to support the next generation of computing devices. 3D IC has become the focus of the layout of large semiconductor factories.

Meta acquired PlayAI, a voice AI company, to strengthen AI layout

The dark side of the month releases Kimi K2 model: 1T parameters strive for industry leadership

On July 11, Yijing Optoelectronics released its 2025 H1 performance forecast, saying that the market competition continued to intensify, the overall gross profit and profit level of the industry declined, and the cash flow of the enterprise was under pressure. It was estimated that the net profit attributable to the owners of the parent company would reach - 120 million yuan to - 160 million yuan in the half year of 2025. It is estimated that in the half year of 2025, the net profit attributable to the owners of the parent company after deducting non recurring profits and losses will be - 119 million yuan to - 159 million yuan.

On July 11, Tianao Electronics released its performance forecast for H1 2025, saying that the company's product delivery in the first half of the year was lower than that of the same period last year, and its operating revenue was lower than that of the same period last year. It was estimated that the net profit attributable to shareholders of the listed company would be 7.7 million yuan – 8.8 million yuan, down 50.19% – 43.07% from the same period last year; It is estimated that the net profit after deducting non recurring profits and losses will be 2.5 million yuan – 3.6 million yuan, down 82.97% – 75.47% over the same period of the previous year; The expected basic earnings per share is 0.0179 yuan – 0.0203 yuan.

On July 10, the Listing Review Committee of Shanghai Stock Exchange held the 22nd review meeting in 2025, and believed that Chaoying Electronic Circuit Co., Ltd. (the first offering) met the issuance conditions, listing conditions and information disclosure requirements.