Semiconductor News 20251014

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1. OpenAI Partners with Broadcom to Develop Custom Chips for Future AI Models OpenAI has announced a partnership with Broadcom to jointly develop custom chips for use in future AI models. Through this partnership, OpenAI plans to deploy a 10-gigawatt class AI accelerator. The Nihon Keizai Shimbun also reported that OpenAI has designed its own AI semiconductors and is working with Broadcom to move toward volume production in 2026. In addition, the partnership will enable Flex to deploy gigawatt-class AI/HPC clusters 30% faster. This is seen as an important strategic move to secure compute capacity and infrastructure in the AI space.
2. Netherlands Seizes Control of Nexperia, Deepening Technological Conflict Between Europe and China The Dutch government has seized control of Nexperia, a local semiconductor manufacturer under the umbrella of a Chinese company. According to Tom’s Hardware, this is an unusual step taken to protect critical technological knowledge, and Nexperia’s parent company, Wingtech, is strongly protesting the move. Wingtech’s stock price was halted on the first day of the resumption of the suspension in protest of the freeze of global operations of Ansei Semiconductor (Nexperia) by the Netherlands.
3. China ‘s Rare Earth Export Ban Expands, U.S. Vows Strong Ret aliation The trade and technology standoff between the U.S. and China is escalating as China expands its rare earth export ban and the U.S. vows strong retaliation, according to TrendForce. supply, and major companies such as TSMC, ASML, and Samsung are on alert. Rare earths are essential to advanced industries such as semiconductor materials, and the expanded regulations could have a major impact on the global supply chain.
4. TSMC’ s 2nm Production Capacity Completely Sold Out by 2026 at Two Fabs in Japan TSMC’s 2nm process technology production capacity is reported to be completely sold out by 2026 at its two fabs in Japan, with TSMC aiming to produce 100,000 wafers per month by next year, a fact that indicates extremely high market demand for the next generation process This fact indicates the extremely high market demand for the next generation process node.
5. Amkor Increases Investment in Arizona to US$7 Billion, Highlighting Impact of TSMC Amkor, a provider of semiconductor packaging services, has announced that it will increase its investment in Arizona to US$7 billion. This major investment underscores the significant impact that TSMC’s expansion into Arizona will have on surrounding suppliers.
6. Samsung and SK Hynix Drive Next Memory Super Cycle Samsung and SK Hynix are driving the next memory super cycle, driven by AI demand and other factors. In particular, the surge in DRAM prices has led Samsung to expect a 10 trillion won profit in the third quarter (Q3), which suggests that profits could double from the second quarter (Q2) Phison Electronics also posted strong profits in September amid the NAND supply-demand imbalance. and the recovery trend in the memory market as a whole is evident.
7. Google Testing MediaTek Modem for Pixel 11, Indicating Possible Dissolution of Partnership with Samsung Reports indicate that Google is testing a MediaTek modem for its upcoming Pixel 11 smartphone, which could lead to the dissolution of its existing partnership with Samsung This suggests the possibility of dissolving the relationship with existing partner Samsung. If realized, this would be an important change in Google’s mobile device supply chain.
8. Russia Announces 10 -Year Roadmap for EUV Lithography Development Russia has announced a 10-year roadmap for the development of extreme ultraviolet (EUV) lithography technology, a technology that is essential for advanced semiconductor manufacturing and that Russia aims to become self-sufficient in this field. The statement is an important development against a backdrop of international technology competition and supply chain fragmentation.
9. PlayStation 6 and Xbox Magnus Specs Rumored to Have Been Finalized Rumors are circulating that the specs for the next generation of game consoles, the PlayStation 6 and Xbox Magnus, have been finalized. Leaked information suggests that Xbox Magnus may have the edge in terms of performance.
10. Apple M5 Chip May be Manufactured on TSMC’s 3nm “N3E” Process Apple’s next-generation M5 chip may be announced this week, according to reports. According to new information, the M5 chip is expected to be manufactured on TSMC’s 3nm process, the “N3E” process rather than the latest N3P. This is important information regarding Apple’s strategy for adopting the latest chip technology for products such as the MacBook Pro and Vision Pro.

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