Semiconductor News 20250804

Main News

1. U.S. Tech Giant’ s AI Investment Reaches Record High From April to June 2025, U.S. tech giants made record capital investments totaling 14 trillion yen in the AI sector. This enormous investment is a clear indication of the rapidly growing demand for AI technology, which is expected to have an extremely significant impact on future innovation and market growth.
2. TSMC Prepares to Move 2nm Technology to the U.S. TSMC is reportedly preparing to move its 2nm technology to the U.S. by building a new production line in Arizona, USA, in the face of opposition from the Taiwanese government. This is a very important move in the reorganization of the global semiconductor supply chain and geopolitical strategy.
3. Significant Delays for NVIDIA’s H20 AI Exports NVIDIA’s export license approval for its H20 AI chips has reportedly been significantly delayed due to strict “checks,” which has put many AI companies in an uncertain situation. This delay could create a major bottleneck in the supply of high-performance hardware needed for AI development.
4. Apple Counterattacks in AI Field, Develops ChatGPT-Like Search Tool Apple has launched a new team to develop a ChatGPT-like search tool in an effort to reel in the AI market. The effort is being touted as a strategic move to revamp “Apple Intelligence” and strengthen Apple’s position in the increasingly competitive AI market.
5. xAI Files “MacroHard” Trademark xAI, Elon Musk’s newest AI venture, has completed a trademark application for “MacroHard”. The name is said to be a tongue-in-cheek reference to Microsoft and has attracted interest as a move that symbolizes the new competitive aspect of the AI industry and xAI’s provocative brand strategy.
6. Anthropic Suspends OpenAI’s Claude Access Anthropic has suspended access from OpenAI, claiming that OpenAI was using its Claude series LLMs to evaluate the performance of competing products. This incident is indicative of the intense competition among AI companies and the complex relationships regarding model use and intellectual property that ripple through the AI ecosystem.
7. AI is the biggest driver for the semiconductor industry According to CITIC’s analysis, AI is the biggest growth driver for the semiconductor industry. Particular attention is focused on the demand for alternatives to domestically produced technologies in the cloud sector and increasing downstream demand in end devices, highlighting AI as a central driver of growth in the overall semiconductor market.
8. CHPT Restarts New AI Chip Testing Plant CHPT (Huali) has restarted a new factory project to meet the growing demand for AI chip testing. The investment is aimed at increasing the supply capacity of AI chips and enhancing the production and verification process for high-performance chips, illustrating the impact of the growing AI market on semiconductor-related companies.
9. SK H ynix Diversifies HBM Customers SK Hynix executives said that the company is diversifying its HBM (high bandwidth memory) customer base. The company is the market leader in HBM implementation technology and aims to further strengthen its market leadership position by serving a broader range of customers as demand for memory for AI grows.
10. Japan, U.S., and Australia Team Up for Stable Gallium Pro curement Japan and the U.S. are teaming up to achieve stable procurement of gallium, an essential material for semiconductor manufacturing, through gallium production in Australia. This move is an important initiative to reduce dependence on specific countries and increase the security and resilience of the global semiconductor supply chain.

News List