Semiconductor News 20251107

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1. China Bans Nvidia Use in State-run Data Centers China has announced a policy banning the use of Nvidia chips in its state-run data centers and requiring them to adopt domestically manufactured AI chips instead. Nvidia CEO Jensen Huang warned that such export restrictions on advanced chips would eventually lead China to surpass the U.S. in the AI race. will eventually outpace the U.S. in the AI race, he warns.
2. Arm Delivers Record Results and Upgrades Forecast on Surging AI Demand Arm delivered record quarterly results and raised its financial forecast on the back of surging demand for AI and cloud computing. The company reported revenues of $1.14 billion for the second quarter of fiscal year 2026, marking the third consecutive quarter the company has topped $1 billion. Arm also emphasized the importance of high AI efficiency in addressing the growing “power bottleneck” in data centers.
3. Samsung’s HBM4 Yield Surges Toward Nvidia Certification Samsung is making rapid progress toward obtaining Nvidia certification by significantly improving its yield in manufacturing HBM4, its next-generation high-bandwidth memory. This has intensified competition with SK Hynix, which maintains a dominant position in the HBM market, the core component of AI chips; HBM4 prices are on the rise, and SK Hynix has not disclosed details about the terms of its supply to Nvidia.
4. Nexperia Refuses to Guarantee Quality of Chinese Chips Citing Disp ute Dutch semiconductor company Nexperia has taken the position of refusing to guarantee the quality of chips manufactured in its Chinese factories in the wake of ongoing disputes over fraud and payments. In response, China’s Ministry of Commerce has strongly condemned the measure, saying that it is causing disruption in the global semiconductor production and supply chain and that the Dutch side should bear full responsibility.
5. DDR4 Prices Soar, Structural Memory Supply Shortage Expected to Last Until 2027 Prices for DDR4 memory are soaring as supply in the DRAM market remains tight due to AI demand. The Chinese memory market reported a record price increase of 160% for a 16GB DDR4 module in October. This structural supply shortage is expected to continue through 2027, and Winbond has announced plans to double its DRAM bit supply in response.
6. Qualcomm Enters the AI Data Center Market in Earnest with Low-Power Technology Qualcomm is moving beyond the traditional smartphone market, leveraging its technological strengths in combining low power consumption with high performance to compete in earnest in the AI data center space. Through its collaboration with Memories.ai, Qualcomm is also accelerating edge AI applications with the introduction of its Large-scale Visual Memory Model 2.0, which enables AI visual memory on devices.
7. Japan Increases Investment in Photoresists for 2nm Chips Japan is stepping up investment in production capacity for photoresists and MOR (Metal Oxide Resist), key materials for 2nm EUV lithography, the most advanced process in semiconductors. Japanese chemical companies such as Tokyo Ohka Kogyo and JSR are leading this move, seeking to maintain their core role in the supply chain in the race to miniaturize semiconductors.
8. ASML Reinvents China Strategy with Equipment for Advanced Packaging ASML is reinventing its strategy for the Chinese market with the unveiling of its TWINSCAN XT:260 exposure tool, the first of its kind to focus on advanced packaging. This marks ASML’s move to establish new business opportunities to meet Chinese demand outside of advanced logic manufacturing, especially in the packaging market, which is expected to grow at a high rate amid geopolitical constraints.
9. AMD Sets New Quarterly Record with 36% YoY Revenue Growth AMD set a new quarterly record with revenue of $9.246 billion in the third quarter of 2025, a significant 36% growth over the same period last year. This performance demonstrates the company’s strong competitive position in the data center and AI space, where it continues to increase its market presence.
10. NTT ‘s Optical Chiplets, a Japanese Strength in Electro-Optics Integration Technology NTT has announced progress with optical chiplets in electro-optics integration, a key technology for solving data center power problems. This is an important technological strength of Japan, which aims to achieve faster data transfer and lower power consumption in the age of AI, and is expected to support next-generation computing by working in tandem with semiconductor manufacturing.

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