[Core News] Dalianda’S Revenue In The First Half Of The Year Increased By Nearly 30%, And Infineon Completed The Acquisition Of Marvell’S Automotive Ethernet Business

1. The performance of the General Assembly in the first half of the year is explosive, and AI drives high growth

• core data: Revenue in the first half of the yearNT$499.286 billion, year-on-year **+28.1%;Operating profitNT$9.19 billion** (+32.3%); net profitNT$4.084 billion（+14.1%）。
• quarterly performance: Q2 revenueNT$250.452 billion, the second highest in single-quarter history; operating profitNT$4.906 billion, Ji Zeng14.5%, annual increase32.7%。
• growth engine: Driven by generative AIAI server, power supply, PC, NBDemand for components and other components; edge computing, cloud services, automotive, and IoT are growing simultaneously.
• Q3 Outlook: RevenueNT$245-265 billion; Gross profit margin3.7%–3.9%;Operating profit margin1.91%–2.09%。

2. Infineon completes acquisition of Marvell’s automotive Ethernet business for US$2.5 billion

• Transaction Overview: The acquisition was completed on August 14, officially announced in April, and received all regulatory approvals;$2.5 billion in cashPay.
• business value: Marvell automotive Ethernet business includesPHY transceivers, switches, bridges, support100Mbps–10Gbps; Estimated revenue in 2025US$225–250 million, gross profit marginabout 60%;2030design‑win potential is approximately US$4 billion。
• strategic significance: Strengthening Infineon’sSoftware Defined Vehicle (SDV)system capabilities, integrated into the automotive sector, and improvedMCU + vehicle networkFull stack solution.

3. Samsung DRAM and panel market share both declined

• DRAM: Market share in the first half of 202532.7%, compared to 202441.5%decline8.8 percentage points, fell below for the first time40%。
• Smartphone panel: Market share39.9%, compared to 202441.0%Fall again1.1 percentage points。
• competitive landscape：SK hynix relies onAdvantages of HBM, Q2 market share38.2%, ranking first in the world for two consecutive quarters.

4. Montage Technology releases the sixth-generation Jintide Performance Core CPU (C6P)

• Core specifications:Highest86 cores / 172 threads;Level 3 cache336MB;Supportsingle/dual wayDeployment.
• Memory and I/O：8-channel DDR5, the highest8000MT/s；88 PCIe 5.0, compatible withCXL 2.0。
• Compatibility: withIntel Xeon 6Same package, same pins,X86 instruction setCompatible and seamless application migration.

5. BGI Jiutian achieves EDA breakthrough in the entire domestic storage process

• Product positioning: The only one in China that can supportUltra-large-scale Flash/DRAM mass productionofFull process EDA, coveringDesign‑verification‑volume production。
• core value: Breaking through the bottleneck of massive arrays and complex signal processing to meet the needs of memory chipsDensity, performance, deliveryrequirements to break foreign monopolies.

6. SoftBank invested US$2 billion in Intel and became the fifth largest shareholder

• transaction details: with$23 per shareSubscription of common shares, total investment$2 billion, holding approximately2%。
• strategic synergy: Softbank perfectsArm + IntelAI computing power layout; Intel receives financial supportAdvanced process and foundry business。

7. Shenzhen’s integrated circuit exports surged by 40.9% in the first seven months

• Foreign trade data: Import and export in the first 7 months2.58 trillion yuan;Export1.56 trillion yuan;Integrated circuit export133.93 billion yuan, year-on-year **+40.9%**.
• Structural highlights: Export of mechanical and electrical products1.17 trillion yuan(+4.4%); exports of lithium batteries and pure electric passenger cars were **+37.9% and +21.7%** respectively.