科创板芯片公司半年业绩出炉；两大巨头延长生产DDR4；沪硅产业拟70亿元重大资产重组…一周芯闻汇总（9.1-9.7）

Key Points - The semiconductor industry is experiencing significant growth, with 120 integrated circuit companies reporting a total revenue of 1600.43 billion yuan in the first half of the year, marking a 24% year-on-year increase [15] - The U.S. government plans to impose tariffs on semiconductor imports from companies that do not relocate production to the U.S., while companies that invest in U.S. manufacturing may be exempt from these tariffs [10] - The DRAM market is seeing a resurgence, with overall revenue for Q2 reaching 31.63 billion USD, a 17.1% increase quarter-on-quarter, driven by rising contract prices and increased demand [13] - The Chinese integrated circuit design revenue for the first seven months of the year reached 251.1 billion yuan, reflecting an 18.5% year-on-year growth [12] - Major companies like TSMC and SK Hynix are extending the production of DDR4 memory chips due to high demand, despite previous plans to phase them out [20] - The AI data center chip market is projected to grow significantly, with a forecasted market size of 207 billion USD in 2025, representing a 67% increase from the previous year [24] Industry Events - The U.S. Trade Representative has extended the exemption for tariffs on GPUs and related PC hardware imported from China until November 29, 2025, allowing continued import without high tariffs [11] - The Ministry of Industry and Information Technology in China has launched initiatives to integrate technology and finance in the semiconductor industry, aiming to support long-term investments in hard technology [12] - Companies like Cadence are making strategic acquisitions, such as the planned acquisition of Hexagon's design and engineering division for 3.16 billion USD, to expand their product offerings [18] Company Developments - Hu Silicon Industry announced a major asset restructuring plan involving the acquisition of stakes in several companies, with a transaction amount of 7.04 billion yuan [14] - Moore Threads is seeking to raise 8 billion yuan through an IPO to fund the development of new AI and graphics chips [15] - Nanya Technology reported a significant revenue increase of 141.32% year-on-year in August, driven by improved pricing conditions for DDR4 memory [16]