Semiconductor News 20251110

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1. Wingtech’s Conflict with Nexperia and Decreasing Government Shareholding Makes Outlook Uncertain Wingtech’s conflict with the European side over its Dutch subsidiary Nexperia and the Chinese government’s decreasing shareholding in Wingtech are making its future prospects uncertain. A spokesperson for China’s Ministry of Commerce responded to a reporter’s question regarding the European side’s statement on the Nexperia issue, noting that Wingtech is an important player in the semiconductor supply chain and an example of how international regulations and geopolitical factors affect its business operations. Wingtech has been attracting attention as an example of how international regulations and geopolitical factors can affect business operations.
2. SK Hynix Promotes Development of 1C DRAM for HBM4E in Response to Surging Demand for Memory for AI SK Hynix is accelerating the development of next-generation products in high-performance memory technology in response to surging demand for memory for AI. Specifically, SK Hynix is promoting the development of “1C DRAM” for HBM4E (High Bandwidth Memory 4E). This indicates that with the expansion of the AI field, investment in high-bandwidth and high-density DRAM technology to eliminate data processing bottlenecks is becoming important under competition from Samsung and others.
3. STM and Onsemi Address Surging AI Data Center Power Demands with New SiC and GaN Technologies STMicroelectronics (STM) and Onsemi (Onsemi) are addressing the challenge of surging AI data center power demands by introducing new silicon carbide (SiC) and GaN (Gallium Nitride) technologies to meet the power demands of rapidly growing AI data centers. These wide bandgap semiconductors are key to dramatically improving power efficiency in high-performance computing systems such as GPUs, and such power management innovations are essential for the continued expansion of AI infrastructure.
4. Concerns Over AI Bubble Grow , IMF and UK Central Bank Warn Concerns over an “AI bubble” are growing again about overheating in the AI market, and shipping uncertainties for 2026 are also behind it. The International Monetary Fund (IMF) and the British Central Bank have issued warnings, and uncertainty has emerged from a financial perspective as to whether the massive investment in AI is sustainable. On the other hand, there are those who believe that “this time is different” and that there is an AI bubble that will not burst.
5. Rapidus , 2-nanometer Product “Surprises the World,” Hinomaru Semiconductor’s Heavy Responsibility Rapidus, which is developing next-generation semiconductor manufacturing technology, has stated that it “surprised the world” regarding the progress of its 2-nanometer product, and is taking on the heavy responsibility of Hinomaru Semiconductor. This suggests the success of Japan’s national efforts to domestically produce advanced semiconductors, and is expected to occupy an important position in the international competition in manufacturing technology.
6. Former “PlayStation” CPU Developer Establishes AI Semiconductor Company to Challenge NVIDIA’s Dominant Position An engineer who was once involved in the development of the “PlayStation” CPU has established a new AI semiconductor company to challenge NVIDIA’s dominant position as the market leader, NVIDIA currently holds a high share of the AI semiconductor market, but as competition intensifies, attention is turning to startups that develop high-performance and efficient AI chips.
7. Shortages Caused by AI Data Centers Put HDDs on Backorder for Two Years The rapid expansion of AI data centers has caused a surge in storage demand, which has severely impacted the HDD supply chain. In particular, enterprise hard drives have been on backorder for up to two years. This shortage is occurring in parallel with the DRAM crunch, which is causing significant changes in the data storage industry, as hyperscalers are switching to QLC SSDs.
8. U.S. and China to Reduce Tariffs on Certain Items on Afternoon of May 10. Rare Earth Supplies Remain Uncertain The United States and China are expected to lower tariffs on some items at a meeting scheduled for the afternoon of January 10. However, uncertainty remains regarding the supply of rare earths, an important mineral resource. Furthermore, China has announced a one-year suspension of its ban on exports of gallium and other materials to the U.S. in response to the U.S.-China summit, a move toward easing tensions in trade relations between the two countries.
9. Huawei Cultivates Innovation Warriors Under U.S. Sanctions; NVIDIA’s Chinese Market Share Sharply Changes Huawei has abandoned hopes that U.S. sanctions will be lifted and is training 110,000 people, known as “innovation warriors. There has also been a major tectonic shift in China’s domestic AI semiconductor market, with NVIDIA’s once 95% share reportedly plummeting to 0%. This reflects the rise of domestic Chinese companies and the situation where a “three-pronged survival race” in the AI semiconductor field has begun.
10. M31 Survives High Cost Quarter , Eyes AI-Driven Rec overy IP (intellectual property) provider M31 has survived a high-cost quarter and is now focusing on an AI-driven recovery. The company expects growth in 2025 and anticipates the positive impact that the development of AI technology will have on the semiconductor IP design services market The AI boom is opening up business opportunities in the downstream processes of semiconductor design.

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