Semiconductor News 20251015

Main News

1. Dutch Government Seizes Control of Nexperia under Chinese Company, Deepening Technological Conflict The Dutch government has taken steps to seize control of Nexperia (under Mentai Technology), a chip manufacturer with Chinese capital. This is the latest example of the deepening technological conflict between Europe and China, which has been fueled by concerns over the risk of technology outflows. Huntai Technology has strongly protested against this, stating that the freeze on the operation of its semiconductor assets will seriously affect the “lifeblood” of the company’s business turnaround.
2. China Expands Rare-Earth Ex port Restrictions to Intermediate and Finished Products, Raises Prices 37% China has expanded its rare-earth export restrictions to intermediate and finished products, increasing their impact on the global technology supply chain. Export prices have been raised 37%, hurting global chip supplies. China’s Ministry of Commerce has vowed to “fight to the end” amid rising hawkishness, and global companies such as TSMC, ASML, and Samsung are becoming increasingly wary.
3. OpenAI Partners with Broadcom to Develop Custom Chips for Future AI Models, Mass Production in 26 OpenAI has partnered with Broadcom to jointly design and develop custom chips for future AI models, with mass production set to begin in 2026. The partnership aims to deploy a 10-gigawatt scale AI accelerator, countering NVIDIA’s dominance and demonstrating the growing importance of in-house designed chips in AI development.
4. NVIDIA Formally Appoints Samsung Foundry for Custom Silicon Manufacturing for AI Factories NVIDIA has officially appointed Samsung Foundry as its manufacturing partner for custom silicon used in its AI factories. In doing so, Samsung joins NVIDIA’s NVLink Fusion ecosystem and strengthens the foundry partnership in the AI space. This is a major breakthrough for the Korean giant and could impact the competitive structure of the AI semiconductor market.
5. Samsung’ s Q3 Operating Profit Surges, Driven by Recovery in Memory and Foundry Businesses Samsung achieved a “financial surprise” in the third quarter of 2025, with operating profit doubling significantly from the previous quarter to reach 12 trillion won, driven by soaring DRAM prices and a recovery in its foundry business The company’s operating profit for the third quarter of 2025 doubled significantly from the previous quarter to 12 trillion won. This indicates that the memory super-cycle, driven by global AI demand, is providing a strong boost to the company’s results.
6. TSMC Sells Out 2nm Production Capacity to 2026, Takes First Step Toward Building 1.4nm Facility TSMC’s 2nm process production capacity is completely sold out through 2026 at its two plants in Taiwan. The company aims to produce 100,000 wafers per month by next year. TSMC also plans to take the initial steps toward building a 1.4nm facility in Taiwan by the end of 2025, but will reportedly not use ASML’s High-NA EUV equipment for this process.
7. Oracle to Deploy 50,000 AMD Instinct MI450 GPUs for New AI Supercluster Oracle has announced that it will deploy 50,000 AMD Instinct MI450 GPUs to build a new AI supercluster. This is part of Oracle’s move to break away from its dependence on NVIDIA and accelerate the deployment of AMD’s Helios rack-scale platform, as AMD’s CTO predicts the AI market will reach $500 billion by 2028.
8. Amcor Increases Investment in Arizona to US$7 Billion, Highlighting TSMC Influence Semiconductor packaging giant Amcor has increased its investment in Arizona to US$7 billion. The investment is strongly influenced by TSMC, which operates nearby, and is seen as an important step in the U.S. government’s push to strengthen the domestic semiconductor supply chain, particularly in back-end (packaging) capacity.
9. Intel Starts Production of Next-Generation AI Chip “Panther Lake,” Solidifying Its Ambition for AI Intel is solidifying its ambitions for AI in the United States with the start of production of its next-generation AI chip, Panther Lake. The chip was announced along with the Crescent Island data center GPU, which features the next-generation Xe3P graphics architecture, and the Core Ultra X9 388H iGPU could show up to 50% higher performance than the previous generation in early benchmarks.
10. Adata Chairman Says All Areas of DRAM, NAND, SSD, and HDD Are Experiencing Historic Memory Shortages Adata’s chairman opined that all major memory and storage product areas – DRAM, NAND, SSD, and HDD – are experiencing historic memory shortages. This supply shortage has fueled a two-year boom in the industry, fueling memory prices to soar. This supply/demand imbalance has also contributed to Phison Electronics’ strong profits.

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