2025 Minor Heat Arrives!
On July 7, 2025, as the sun reaches the celestial longitude of 105°, the Minor Heat solar term quietly arrives, bringing with it a wave of rising temperatures.
Minor Heat (Xiaoshu) , the 11th of the 24 solar terms in the traditional Chinese calendar, marks the beginning of truly hot weather. Its name reflects the ancient wisdom of seasonal observation—"heat" represents the rising temperatures, while "minor" suggests the heat is just beginning, not yet at its peak. As a proverb goes: "After Minor Heat, the heat intensifies day by day."
Customsobserved during this period include farmers offering newly harvested rice to the gods of grain and to their ancestors in gratitude for the harvest, airing out books and clothing to prevent mildew and insects, and—especially in northern China—eating dumplings. These are seen as a nourishing food to replenish energy lost to summer heat, and when eaten in broth, are also believed to symbolize hidden treasure and good fortune.
As all things rise with the summer steam, the global semiconductor industry is heating up in parallel. Within just a few days, significant technological breakthroughs and policy shifts have emerged.
On July 2, German tech giant Infineon announced that its 300mm Gallium Nitride (GaN) wafer production line is ready for launch. Compared to the traditional 200mm process, this advance increases chip yield per wafer by 2.3 times, with the first samples expected for delivery in the fourth quarter. This breakthrough addresses the core demands for smaller, more efficient electronic devices: GaN components offer higher power density and faster switching speeds, enabling fast-charging chips to shrink to one-third their size while solving heat dissipation challenges under high power loads. Infineon's vertically integrated IDM model shines here, combining silicon, silicon carbide, and GaN technologies. After releasing over 40 GaN products last year, the company now pushes cost reductions further through larger wafer sizes, fueling greater efficiency across the industry.
Policy momentum is also riding this summer surge, reshaping the landscape. On July 4, after intense debate, the U.S. "Big, Beautiful Bill" was signed into law by the President, raising tax credits for semiconductor investment in the U.S. from 25% to 35%. This policy acts like a summer rain on parched manufacturing sectors — significantly lowering costs for domestic projects such as Intel's Ohio campus, TSMC's Arizona fab (with a planned $165 billion investment), and Micron's New York plant. Morgan Stanley notes that although TSMC faces operational cost pressures in the U.S., the increased tax credits help bridge the financial gap. Coupled with expanding CoWoS packaging capacity and booming AI demand (with U.S. revenue expected to grow 28% in 2025), the economic case for U.S. manufacturing is becoming clearer.
As the summer heat peaks, the semiconductor sector's innovative fervor resonates in harmony with the rhythms of nature. While you follow these technological pulses, don't forget to take care scientifically and enjoy a safe, comfortable summer.
About SMYG LIMITED
SMYG LIMITED is an original stock, order electronic components procurement platform, 28 years of component distributors, the company is based on the electronic components industry, based on "honesty and trustworthiness, mutual benefit and win-win" business Philosophy, with the "Internet +" operation mode of integrating advantageous resources, focus-ing on one-stop electronic component procurement, component BOM distribution and other services for electronic components. All components are sourced directly from the original manufacturers and agent channels, ensuring guaranteed quality.
