Semiconductor News 20250703

Main News

1. U.S. Expands Tax Credits for Semiconductor Manufacturing: Legislation passed by the Senate would allow semiconductor manufacturers to obtain larger tax credits and is aimed at encouraging more manufacturing in the United States. This could significantly increase the tax credit for semiconductor plant construction to 25 %から35%.
2. Intel Considering Abandoning 18A Technology and Discontinuing Glass Substrate R&D: Intel is reportedly considering discontinuing its latest 18A technology for external customers, possibly focusing on 14A, and discontinuing in-house glass substrate R&D to rely on external suppliers. This is seen as a strategic review and a move to seek a more proactive approach in the foundry sector.
3. Massive Restructuring and Project Cancellations at Microsoft ‘s Games Division: Massive layoffs have reportedly begun at Microsoft’s Games Division, affecting at least 200 people and canceling several projects, including Perfect Dark, Everwild, and ZeniMax Online’s new MMORPG. Several projects have reportedly been canceled, including Perfect Dark, Everwild, and a new MMORPG for ZeniMax Online. This signals a major shift in the company’s gaming strategy.
4. Samsung Foundry Targets 2nm Orders for NVIDIA’s Next-Generation GP Us: Samsung Foundry is targeting 2nm process orders for NVIDIA’s next-generation GPUs and will proceed with implementation of its third-generation 2nm process (SF2P+) within the next two years, with stabilizing yields as its top priority. This is the first priority for the company. This is a move that is expected to bring about a major turnaround in the advanced process market.
5. Management Changes at TSMC Arizona Site: TSMC has announced a leadership change at its Arizona site, with Chairman Cassidy stepping down prior to his retirement in 2026. This is a significant management transition at TSMC’s U.S. plants.
6. China-backed IC Design Company Unisoc Begins IPO Process: Unisoc, an IC design company backed by the Chinese government, has begun the IPO process in an effort to improve profitability. This is an important move in the development of China’s domestic semiconductor industry.
7. Taiwan Forms 18-Company Semiconductor Alliance: In conjunction with TSMC’s global factory expansion, Taiwan has formed an 18-company chip alliance to strengthen the localization of its semiconductor supply chain. This will further strengthen Taiwan’s semiconductor ecosystem.
8. DDR4 Memory Price Rebound Shows Sign s of Cooling After 80% Surge: DDR4 memory prices surged as much as 80% due to supply cuts, but this price rebound is showing signs of cooling. This could have a significant impact on memory market trends.
9. Wolfspeed Bankruptcy Reorganizes SiC Supply Chain: The bankruptcy of Wolfspeed has reorganized the silicon carbide (SiC) supply chain, and the next moves of companies such as Renesas and SAS are being closely watched. This is a major shift in the power semiconductor market.
10. Microsoft Delays Development of Its Own AI Chip Due to Competition Concerns with NV IDIA: Microsoft is reportedly delaying the development of its own AI chip due to concerns that it will be less competitive with NVIDIA. This once again highlights NVIDIA’s dominance in the AI chip market.

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