Semiconductor News 20251201

Main News

1. Samsung Closer to December Decision on Nvidia’s HBM4 Testing Samsung is reportedly closer to a December decision on the results of Nvidia’s testing of its high-performance AI memory, HBM4 (High Bandwidth Memory 4). This decision will determine whether Samsung can secure a supply contract with Nvidia, the leader in the AI chip market, and is critical to Samsung’s competitive position in the AI memory market.
2. OpenAI’s Stalling in the AI Market and Shift of Funds to Google’s Team The AI market is experiencing an “underdog” situation, with OpenAI stalling in the face of surging costs and competitive pressures, while funds are shifting to Google’s team (Tensor Processing Unit: TPU, etc.). OpenAI is celebrating the third anniversary of the arrival of ChatGPT, but the focus of AI infrastructure investment is shifting, as rising costs and increased market competition are putting it in a difficult position.
3. Taiwan’s Vertically Integrated Cluster Advantage Limits Industry Relocation Risk It was noted that Taiwan’s semiconductor industry forms strong vertically integrated clusters, which limits the risk of industry-wide relocation to other regions due to geopolitical factors or cost increases. This strong industry structure is a key factor in Taiwan maintaining its central position in the global semiconductor supply chain.
4. Former TSMC Executive Reportedly Joins Intel with Sub-2nm Process Data A former TSMC senior executive has reportedly left the company and joined Intel, a competitor, with sub-2nm process technology data. This incident reiterates the highly confidential nature of cutting-edge semiconductor process technology and highlights the intense competition and tension over trade secrets and talent in the foundry industry.
5. PotentialRapidus Customer Revealed, METI Official Reveals Potential Customer Attended Event Held by Rapidus, Japan’s Next-Generation Semiconductor Production Company, Revealed by METI Official Rapidus, with the strong support of the Japanese government, is building a concrete customer base in preparation for full-scale R&D and the launch of a 2nm chip prototype line in 2025. The event was attended by officials from the Ministry of Economy, Trade and Industry (METI), indicating that Rapidus, with strong government support, is building a concrete customer base in preparation for full-scale R&D and the launch of a 2nm chip prototyping line in 2025.
6. A new type of quantum computer with low manufacturing cost, the “semiconductor method, “** is emerging in the field of quantum computers, and a Japanese startup company is preparing to bring an actual device with this method to the market. This is a technological innovation that is more cost-effective than conventional superconducting methods and has the potential to accelerate the spread and practical application of quantum computing.
7. Fujifilm Plans to Build a New Building and Accelerate Investment in the Semiconductor Materials Field Fujifilm’s president, Mr. Goto, announced the company’s plan to accelerate investment through the construction of a new building in order to respond to increasing demand in the semiconductor materials field. This is a strategic move by the Japanese materials manufacturer to increase its competitiveness in the supply chain in anticipation of the growth of the semiconductor market driven by the AI boom and other factors.
8. China Semiconductor Industry Association Says Semiconductor Industry is Entering a New Phase of Transformation Mr. Zhang Li of the China Semiconductor Industry Association opined that the current semiconductor industry is entering a “new phase of transformation. This transformation is being driven by technological evolution, geopolitical changes, and demand from new application areas such as AI and high-performance computing, indicating China’s intention to strengthen its industrial competitiveness in the midst of this change.
9. Yi Weihua of Eolite Optoelectronics Claims Glass Substrate Technology Will Drive Future Display and Semiconductor Industry Upgrades Yi Weihua of Eolite Optoelectronics claimed that glass substrate technology will be a key technology driving future upgrades in the display and pan-semiconductor industries. This technology has the potential to provide a new infrastructure for chip packaging and displays, which are becoming increasingly miniaturized and high-performance.
10. AMD Lists Ryzen 7 9850X3D CPU with 5.6 GHz Boost Frequency AMD has listed the Ryzen 7 9850X3D, a high-performance desktop CPU, on its product list. With a boost frequency of up to 5.6 GHz, this CPU is expected to be an important new offering for users seeking high-end performance, especially in the gaming and advanced computing PC markets.

News List