Zhong Guo Neng Yuan Wang·2025-08-26 02:46Market Overview - The overseas AI chip index decreased by 2.23% this week due to President Trump's announcement of upcoming semiconductor tariff policies, leading to varying declines in overseas chip stocks, with AMD down 5.5%, Marvell down 4.2%, and Broadcom down 4.0% [2] - The domestic AI chip index increased by 18.9%, benefiting from the official release of DeepSeek-V3.1, which is compatible with the next generation of domestic chip architecture [2] - The Nvidia mapping index rose by 1.0%, with Zhaolong Interconnect up 13.5% and Changxin Bochuang up 10.7%, while Megmeet, Shenghong Technology, and Jianghai Co. fell by over 4% [2] - The server ODM index fell by 5.3%, with Wiwynn, Wistron, and Gigabyte down 13.0%, 5.8%, and 4.9% respectively, while Quanta rose by 15.2% [2] - The storage chip index increased by 9.6%, with Zhaoyi Innovation, Hengshuo Co., and Purang Co. rising by 22.8%, 16.7%, and 16.5% respectively [2] - The power semiconductor index rose by 5.7%, while the A-share fruit chain index increased by 5.4% and the Hong Kong fruit chain index rose by 0.3% [2] Industry Data - The combined revenue of Taiwan's four major foundries is expected to reach $35.15 billion in Q3 2025, a 7.1% increase quarter-on-quarter, but may decline to $32.1 billion in Q4 2025, an 8.7% decrease [3] - In the first half of 2025, the domestic XR consumer market saw total sales of 261,000 units, a 9% increase quarter-on-quarter but a 21% decrease year-on-year, with VR device sales at a three-year low of 75,000 units and AR device sales up 35% year-on-year [3] - Global smart glasses shipments surged by 110% year-on-year in the first half of 2025, with Meta holding a market share of 73% [3] Major Events - President Trump announced that the U.S. government will invest a total of $11 billion through the CHIPS and Science Act and the Secure Space Plan to acquire a 9.9% stake in Intel, becoming its largest shareholder [4] - Chinese AI company DeepSeek released the new DeepSeek-V3.1 model, specifically designed for the next generation of domestic chips [4][5] - Vivo launched its first mixed reality headset, the Vision Exploration Edition [5]