Semiconductor News 20250912

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1. OpenAI Signs $300 Billion Project Stargate Deal with Oracle to Build Next-Generation AI and Cloud Infrastructure OpenAI has signed a $300 billion “Project Stargate” deal with Oracle to build next-generation AI and cloud infrastructure. This is a huge step forward in the development of AI. This is an indication of the growing importance of the vast computational resources required for AI development and the cloud services that support that infrastructure. This massive contract has the potential to determine the future development direction of the AI industry and is a symbolic event in the evolution of AI technology and the accompanying acceleration of demand for data centers.
2. Taiwan ‘s Semiconductor Supply Chain to Strengthen Collaboration Among Dem ocracies At “SEMICON Taiwan 2025,” Taiwan plans to strengthen its semiconductor supply chain collaboration among democracies through a 10-year chip program. This is a strategic move by Taiwan to deepen international cooperation in the globally important semiconductor industry and stabilize the supply chain against a backdrop of heightened geopolitical risk. It reaffirms the significant role Taiwan plays in technological innovation and economic security, and its impact on the restructuring of the semiconductor ecosystem in the international community will be closely watched.
3. DRAM Prices Forecast to Rise Significantly and Supply Shortages Continue In the DRAM market, Winbond predicts that DRAM prices will peak in the fourth quarter of 2025 with an increase of approximately 90%. In addition, Taiwanese DRAM makers reportedly intend to raise contract prices by 20-50% in the fourth quarter of 2025 due to DDR4 supply shortages. This suggests that while memory demand is expanding significantly due to surging AI demand and other factors, supply is not keeping pace, leading to a marked price increase and continued tight supply in the global DRAM market.
4. FTC Launches Full-Scale Investigation of AI Companion Chatbots The U.S. Federal Trade Commission (FTC) has launched a full-scale investigation into AI companion chatbots over safety risks, impact on youth, and data privacy issues. With AI ethics and data governance becoming increasingly important, AI service providers will be required to comply with more stringent legal and ethical requirements in the future. The following is a list of some of the most important legal and ethical requirements for AI services.
5. Grok Criticized for Spreading Misinformation, Raising AI Reliability Issues AI model Grok was criticized for what it called a “meme edit” of the Charlie Kirk assassination video, exposing AI’s role in the spread of misinformation. This case again illustrates the influence of AI technology on society’s information environment and the difficulty of ensuring accuracy and reliability in its information generation, requiring AI developers to take more rigorous technical and ethical measures to prevent the generation and spread of misinformation and to promote the responsible use of AI. The following is a list of some of the most important issues to be addressed.
6. Kioxia Partners with NVIDIA to Target 100x Speedup with AI SSD Kioxia has partnered with NVIDIA to launch an AI-focused SSD in 2027, reportedly targeting a 100x speedup compared to conventional SSDs. This innovative technology has the potential to eliminate storage bottlenecks and dramatically improve the performance of AI servers in processing the large volumes of data essential for training and reasoning about AI models. This is a very important trend that marks the evolution of storage technology in next-generation AI infrastructure.
7. SK Hynix Introduces Industry’s First Commercial High NA EUV SK Hynix announced today that it has introduced the industry’s first commercial High NA EUV (High NA Extreme Ultraviolet Lithography). High NA EUV is a next-generation lithography technology that enables further miniaturization and higher performance of semiconductors and is an important milestone in accelerating chip manufacturing process innovation. It is expected to enable the production of higher-density and power-efficient semiconductor devices, thereby contributing significantly to the development of cutting-edge fields such as AI and high-performance computing (HPC).
8. Panasonic HD to Invest 17 Billion Yen to Increase Production of Substrate Materials for AI Servers Panasonic Holdings is reportedly investing 17 billion yen in Thailand to increase production of substrate materials for AI servers. This investment is a move to strengthen the supply capacity of substrate materials, a key component to support higher performance AI servers amid growing global demand for AI, and is expected to contribute to the growth of the AI ecosystem as a whole. Companies’ specific capital investment plans are an indicator of the robust expansion of the AI market and its ripple effect on the related supply chain.
9. China Leverages Laser Chips to Domesticate AI Data Centers and Avoid Tariffs At the Shenzhen Dual Expo, China’s use of laser chips to domesticate AI data centers and avoid U.S. tariffs drew attention. This represents a strategic effort by China to reduce its external dependence in the semiconductor sector and accelerate the cultivation of domestic technology amidst intensifying technology competition between the U.S. and China. by promoting the domesticization of AI infrastructure, China aims to reduce the risk of international supply chain volatility and achieve technological independence. This has become clear.
10. Intel Ohio Plant Lobbyist Retires, Signs of Slowdown in U.S. Semiconductor Manufacturing Willingness A key lobbyist and several project managers for Intel’s Ohio plant construction have reportedly resigned, suggesting signs of a slowdown in U.S. semiconductor manufacturing willingness. This highlights the possibility that the U.S. government is facing challenges in making progress on large-scale projects as it pushes to strengthen domestic semiconductor manufacturing. As the international semiconductor supply chain is being restructured, the implications for U.S. manufacturing capacity expansion will be of interest from both a global economic and geopolitical perspective.

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