每经记者｜郑雨航 每经编辑｜段炼 高涵 ① 【三大期指齐涨】道指期货涨0.02%、标普500指数期货涨0.03%、纳指期货涨0.04%。 ④ 【Meta收购Manus，交易金额或超20亿美元】12月30日，人工智能初创公司Manus发布消息称，Manus将加入Meta，开启新一轮探索。Manus首席执行 官肖弘表示，该交易将不改变Manus运作方式和决策机制。据媒体报道，Meta即将完成对Manus的收购，交易金额超过20亿美元。截至发稿，Meta盘前跌 0.22%。 ⑤ 【特斯拉全球第900万辆电动车在上海超级工厂下线】特斯拉官方微博宣布，12月30日，特斯拉全球第900万辆电动车在上海超级工厂下线；下线车辆 是一台Model Y。截至发稿，特斯拉盘前涨1.02%。 ⑥ 【法拉第未来涨近2%】法拉第未来涨近2%。消息面上，12月30日，法拉第未来宣布，将于2026年2月13日召开特别股东大会。公司呼吁股东对所有提 案投赞成票。公司更名提案方面，寻求股东批准对公司章程的修订，将公司名称从Faraday Future Intelligent Electric变更为Faraday Future AI Electr ...

Core Viewpoint - The SEMICON China 2025 event is set to take place in Shanghai, showcasing the growth and significance of the semiconductor industry, with expectations of substantial market recovery and growth in the coming years [1][2]. Group 1: Event Overview - SEMICON China 2025 will open on March 26 at the Shanghai New International Expo Center, featuring an exhibition area of 100,000 square meters, 1,400 exhibitors, and 5,000 booths [1][6]. - The event aims to facilitate product displays, technical exchanges, and trade cooperation across the entire semiconductor industry chain, which includes design, manufacturing, packaging, equipment, materials, photovoltaics, and displays [1][6]. Group 2: Market Growth Projections - Despite a downturn in the semiconductor market in 2023, a recovery is expected in 2024, with global semiconductor industry growth projected to exceed double digits by 2025, reaching a market size of $1 trillion by 2030, with a CAGR of 10% from 2023 to 2030 [2]. - The Chinese wafer fabrication equipment (WFE) market is anticipated to reach $101 billion in 2024 and grow to approximately $108 billion in 2025, with a further acceleration to $122.6 billion by 2026 [2]. Group 3: Segment Insights - In 2024, spending on foundry and logic equipment is expected to remain stable, while DRAM equipment spending is projected to surge by 35% to $19 billion, with a further 10% increase to $21 billion in 2025 due to capacity expansion and HBM investments [3]. - NAND equipment sales are expected to remain weak in 2024 but are forecasted to grow significantly by 48% to $14 billion in 2025 [3]. Group 4: Talent and Sustainability Initiatives - The semiconductor industry faces a talent shortage, and SEMI China is actively promoting talent attraction and retention through initiatives like the SEMI U learning platform, aimed at bridging the talent gap in the global semiconductor industry [3]. - SEMI is also committed to sustainability, with initiatives like the SEMI Forest project, which has planted over 120,000 trees globally, contributing significantly to environmental responsibility [4].