Semiconductor News 20251105

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1. TSMC on Path to 10X Power Efficiency Optoelectronic Fusion and In-memory Computing TSMC is promoting next-generation computing technologies to solve the power consumption challenges associated with the increasing demand for AI and high-performance computing (HPC). Specifically, the company is reportedly paving the way for a 10X improvement in power efficiency compared to current technologies by employing photoelectric fusion and in-memory computation. These technologies are essential to significantly boosting the performance of data centers and advanced devices, and represent an important direction for future semiconductor design.
2. Qualcomm’s AI200 and AI250 Challenge Nvidia’s Dominance of the AI Data Center Chip Market Qualcomm is challenging Nvidia’s dominant position in the AI data center chip market with its new AI chips, the AI200 and AI250. As demand for AI processing power in data centers skyrockets, Qualcomm aims to capture market share by offering high-performance, competitive solutions. This move could lead to increased competition in the AI accelerator market and provide customers with a variety of choices.
3. Samsung and SK Hynix Face Capacity Dilemma Amid Growing HBM Profits and Soaring DDR5 Demand Samsung and SK Hynix face a dilemma in allocating production capacity as profits from high bandwidth memory (HBM) grow due to the AI boom, while demand for DDR5, the standard memory for servers and PCs, is also rising. While HBM is highly profitable, DDR5 is also highly sought after by the market, forcing the two companies to make strategic decisions on which memory products to prioritize with their limited manufacturing resources.
4. Ibiden Raises FY2025 Forecast Amid Higher-than-Expected GenAI Orders Ibiden, a leading IC package substrate supplier, has revised its financial forecast for FY2025 upward as orders related to generative AI (GenAI) are growing faster than initially expected. The upward revision to the company’s financial forecast for FY2025 is based on higher-than-expected orders for generative AI (GenAI). The raised forecast clearly reflects the strength of demand for high-performance AI chips in the form of tangible revenue growth for the supply chain companies responsible for packaging semiconductor chips.
5. Veteran from Intel takes the helm of Huahong, promoting the “China for China” strategy A veteran executive with experience at Intel has been appointed to the top management of Huahong Semiconductor, promoting the “China for China” strategy. This indicates that Chinese semiconductor companies are focusing on the domestic market and accelerating the development of independent technology and supply chains in the face of increasingly strict international technology regulations and competition. The appointment of personnel from leading companies outside the country is part of a move aimed at strengthening the technological capabilities and improving the management efficiency of China’s semiconductor industry.
6. Intel’s New 18A Factory Undercover: “Yield is Healthy” for Revival Intel is focusing on its new factory where it is introducing its next-generation 18A process technology, which the company sees as key to its revival. The report on the new plant reports that yields on the 18A process, Intel’s most advanced node, are “healthy,” indicating Intel’s determination to regain its leading edge manufacturing capabilities and regain market competitiveness in the CPU business, where it is being outpaced by competitors such as AMD.
7. Apple Enters Top 5 Brands in India for First Time on the Back of Surging Demand for iPhone 17 Apple has entered the top 5 smartphone brands ranking in India for the first time on the back of surging demand for the iPhone 17. This is indicative of the growth of the high-end smartphone segment in the Indian market. Meanwhile, MediaTek continued to hold a high 46% share of the smartphone chipset market, indicating that the Indian market is growing at a variety of price points.
8. Ansei Semiconductor cuts off wafer supply to China Ministry of Commerce announces response to Ansei Semiconductor’s (Nexperia) suspension of wafer supply to China The Chinese Ministry of Commerce has announced its response to this action. The Ministry of Commerce is of the strong opinion that the Dutch side should take full responsibility for this supply chain issue. This situation demonstrates that international technology regulations and geopolitical tensions have a direct impact on the stability of the semiconductor supply chain, causing trade friction between nations.
9. SK hy nix Unveils Roadmap for 2029-2031 – HBM5, GDDR7-Next, and More than 400 Layers of NAND SK hynix has unveiled its roadmap for memory technology for the long term, from 2029 to 2031. The plan includes High Bandwidth Memory 5 (HBM5) for future high-performance computing and GDDR7-Next for next-generation graphics memory. In addition, the plan also includes a target for NAND flash memory to achieve ultra-high stacking density of 400 layers or more, heralding technological innovations that will meet the data storage demands of the coming AI era.
10. European and U. S. IDMs Show Modest Recovery in Automotive and Industrial Control s Vertically integrated device manufacturers (IDMs) in Europe and the United States are beginning to show signs of a modest recovery in key market sectors such as automotive and industrial controls. These sectors, where companies such as Texas Instruments, STMicroelectronics, and NXP are active, suggest that demand is gradually stabilizing after a period of inventory adjustment in the past. However, the pace of market recovery remains slow, and full-scale growth is expected to take time.

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