Semiconductor News 20260126

Main News

Based on the sources provided, the Top 10 most important news items are extracted and summarized.

1. Nvidia’s AI Chip Market Share in China Drops to 8%
   Nvidia’s share of the Chinese market for AI chips has dropped to 8%. This is mainly due to local Chinese rivals such as Huawei improving their technology and expanding production amid ongoing U.S. export restrictions. Nvidia once held a dominant market share, but the power structure in the giant market is changing dramatically as Chinese AI developers are switching to domestically produced chips.
2. TSMC plans to build a huge factory complex of more than 10 buildings in the U.S.
   It has been reported that TSMC has a plan to build a huge semiconductor factory complex of more than 10 buildings in the U.S. in the future. While the Kumamoto plant is being built in Japan, the scale of investment in the U.S. is likely to far exceed that, pointing to a difference in temperature between the two locations. This appears to be a long-term strategy to expand production capacity in the U.S. to meet geopolitical imperatives and the demands of its largest customer, a U.S. tech company.
3. The industry map of optoelectronic convergence technology is becoming clearer, with 37 companies competing to develop the technology.
   The industry map of “optoelectronic convergence” technology, which is seen as the trump card for lower power consumption and higher speed in data centers, is becoming clearer. Thirty-seven companies, from start-ups to major players, are competing to develop the technology from their respective standpoints. Overseas trends such as ion cooling technology using optical chips and SLM (small-scale language model) specializing in optimization are also reported, and technological development surrounding next-generation computing infrastructure is entering a new phase.
4. Memory Shortage Due to AI Spills Over into Automotive Industry, Forcing Semiconductor Redesign
   The explosion in memory demand due to the artificial intelligence (AI) boom is having a serious impact on automakers. The shortage of memory chips is making it difficult for automakers to maintain existing designs, forcing them to redesign their systems to accommodate available semiconductors.
5. Trump Administration’s “AI Dominance” Strategy Linked to Dollar Hegemony
   Analysis shows that the AI dominance strategy promoted by the Trump administration is closely linked to maintaining the hegemony of the dollar as the reserve currency U.S. state attempts to maintain economic and military influence by securing overwhelming dominance in AI technology. The analysis highlights the U.S. national strategy to maintain economic and military influence by securing overwhelming superiority in AI technology. As technological hegemony and monetary hegemony are linked, this could have a major impact on the economic policies and foreign relations of each country.
6. Japanese stocks hit new highs; semiconductor companies’ earnings key
   Japanese stock markets are being buffeted by a strong yen and the election, but whether the Nikkei Stock Average and others can hit new highs depends on the earnings results of semiconductor-related companies, according to reports. Investors’ attention is focused on the earnings trends of major semiconductor and manufacturing equipment makers.
7. IPOs and M&A activity among Chinese semiconductor companies is increasing, accelerating domestic production.
   Capital tie-ups and listings of semiconductor-related companies are becoming more active in China. Aicin Yuanqi Semiconductor has passed the Hong Kong Stock Exchange’s examination, and M&A activity in the semiconductor sector is continuing in the A-share market. In order to counter regulations imposed by the U.S., there is a noticeable move to strengthen domestic financing, form industrial clusters, and accelerate technology development, and industry restructuring is underway.
8. South Korea Expects More Saudi AI Investment
   South Korea has high hopes for AI-related investment in Saudi Arabia. Saudi AI giants are eyeing Korean firms, which could lead to more cooperation. Korean media are suggesting that Korea should build its own “AI transformation roadmap” as the U.S. revives its AI hegemony and seeks to expand its AI ecosystem by capturing Middle Eastern oil money.
9. AMD’s New CPUs a Cost-Saving Option Am id Memory Crisis
   AMD’s Ryzen 7 9850X3D processor is being touted as an effective option for reducing PC building costs amid skyrocketing memory prices (RAM crisis). This CPU technology has the potential to close the performance gap between inexpensive and expensive memory, saving users hundreds of dollars. As component prices continue to rise, there is growing interest in technologies that can improve overall system cost performance.
10. Progress Made in China in New Semiconductor Materials, Obituary of Key Figures
    Chinese research institutions and companies have reportedly made important progress in the field of new semiconductor materials. Leading centers are also driving the emergence of a semiconductor industry cluster in Xi’an. Meanwhile, it was reported that Zhu Xudong, the founder of Shanghai’s semiconductor investment business, passed away at the age of 62. The death of a man who supported the early days of China’s semiconductor industry is being mourned, as is his will for generational change and technological independence.

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