Semiconductor News 20250802

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1. OpenAI Raises $8.3 Billion at $300 Billion Valuation OpenAI successfully raised $8.3 billion at a valuation of $300 billion, closing the round ahead of schedule due to strong investor interest. This is once again a sign of high confidence in the AI field and is seen as a quiet step toward a future initial public offering (IPO).
2. U.S.-China Trade Friction: NVIDIA Semiconductors and Tariff Trends on Taiwan The U.S. is considering a location-tracking plan to monitor the circumvention of NVIDIA semiconductor exports to China, which has become a new flashpoint between the U.S. and China. The U.S. has also imposed a 20% tariff on Taiwan, but foundries are reportedly unaffected, while downstream industries will be affected.
3. DDR4 Price Spike Expected to Continue through End of 2025 DDR4 memory price spikes are expected to continue through the end of 2025 as major IPC (Industrial PC) suppliers begin a new certification process. This trend could have a significant impact on supply and prices in the overall memory market.
4. Intel’s Former “Inventor of the Year ” Moves to Samsung Intel’s former “Inventor of the Year” and engineer who specialized in glass substrate technology has joined Samsung. This is seen as a move that suggests Intel is preparing to break away from its traditional core team and vision and move in a new technological direction.
5. Fujitsu Begins Development of 10,000-Qubit Super Quantum Computer with Target Year of 2030 Fujitsu has begun official development of a superconducting quantum computer with more than 10,000 qubits with a target year of 2030 for completion. This is a milestone in the field of quantum technology in Japan and has the potential to have a significant impact on future computing capabilities.
6. Apple CEO Guarantees AI Breakthroughs, Becomes Longest CEO of All Time Apple CEO Tim Cook admitted that he is “hardly a pioneer” in new technologies, but assured employees in a pep talk that “AI breakthroughs” are coming soon. He has also served as CEO longer than Steve Jobs, demonstrating his long-term leadership.
7. Tesla Adopts Samsung A16 Chip for Supercomputers and Robots Tesla will reportedly use Samsung’s A16 chip for supercomputers and robots, rather than for automobiles. The move suggests that Samsung will play a key role in supplying chips for the AI and robotics sectors.
8. China Surpasses 600 Million Users of Gener ative AI The number of users of generative AI in China has surpassed 600 million and its AI ecosystem is expanding rapidly, according to a report. This clearly demonstrates the enormous scale and growth potential of the Chinese market in the global diffusion and application of AI technology.
9. China Remains Central to Server PCB Supply Despite capacity expansion in Southeast Asia, China continues to be the center of server printed circuit board (PCB) supply. This demonstrates the continued importance of China in the supply chain for critical components for data centers and server infrastructure.
10. Google AI ‘s Spread of False Information Becomes a Problem Google AI spread false information that “ID is required to use the Internet in Australia” and spread like a virus. This event exposed the dangers of blind trust in AI and disregard for warning signs, and brought the issue of AI “halucination” back into focus.

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