Semiconductor News 20250618

Main News

1. TSMC and Samsung Accelerate 2nm Chip Production Race Toward 2H2025 TSMC and Samsung, two of the world’s leading foundries, are accelerating their cutting-edge 2nm chip production for the second half of 2025. TSMC, in particular, reportedly has the potential to leave Samsung and Intel’s alternatives far behind with its astounding yield rates.
2. U.S . Limits Huawei’s 2025 AI Chip Production to 200,000 Units The United States has taken steps to limit Chinese technology company Huawei’s AI chip production to 200,000 units in 2025. This is part of tighter U.S. technology export controls and places a direct cap on Huawei’s AI chip production.
3. China Aims to Become Self-Sufficient and Strengthen Semiconductor Equipment In its 15th Five-Year Plan, China has set equipment self-sufficiency and strengthening as a national goal, breaking through bottlenecks in its semiconductor industry. China’s AMEC aims to double its semiconductor equipment deployment and become a global leader.
4. U.S. Senate Proposes Raising Semiconductor Investment Tax Credit to 30% The U.S. Senate has proposed raising the investment tax credit to its current 25 %から30%to encourage investment in semiconductor manufacturing. This is being done despite the Trump Administration’s push to repeal the CHIPS Act.
5. Intel Rumored to Cut Large Factory Jobs in July Intel is reportedly likely to lay off 15 %から20%, or more than 10,000, factory jobs in July 2025. The Oregon plant is expected to be particularly affected.
6. Taiwan Imposes New Export Restrictions on Products for Huawei, SMIC, and Other Chinese Companies Taiwan has imposed new export restrictions on products for Huawei, SMIC, and other Chinese companies in an effort to curb the outflow of technology to Chinese companies. This is a move by Taiwan to follow the U.S.-led technology restrictions against China.
7. India to Halt Rare Earth Mineral Exports to Japan and Expand Domestic Processing India plans to halt exports to Japan of rare earth minerals, which are essential for electric vehicle (EV) production and other applications, and to expand its domestic processing capacity. This move may affect the Japanese supply chain.
8. Global Semiconductor Sales Increase 22.7% in April, 18th Consecutive Month of Positive Growth Global semiconductor sales increased 22.7% in April 2025 compared to the same month last year, marking the 18th consecutive month of positive growth. This sustained growth indicates solid demand in the overall semiconductor market.
9. Huawei Develops Quad Chiplet 910D to Challenge NVIDIA with Advanced Packaging Technology Huawei is reportedly developing the Quad Chiplet 910D with advanced packaging technology to compete with US export regulations. This is aimed at challenging NVIDIA in the AI chip market.
10. South Korea’s National AI Strategy Causes Serious Concerns about Outflow of Talent As South Korea aims to become an AI powerhouse, the outflow of talented people in the AI field out of the country is becoming a serious problem. This has led to warnings that the nation’s “brain balance” will fall into the red.

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