Semiconductor News 20251119

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1. Competition between Intel and TSMC for talent intens ifies , fears of sub-2nm technology outflows The talent draw competition between TSMC and Intel is intensifying, and it is involving some prominent figures. In particular, former TSMC Senior Vice President (SVP) Wei Jin-lo has reportedly joined Intel and carried with him a sub-2nm process file. This move suggests that the competition between the two companies for the leadership of next-generation miniaturization technology is becoming more intense, including concerns about technology outflows.
2. Samsung Emerges as Major HBM4 Supplier to NV IDIA Samsung is expected to become NVIDIA’s primary HBM4 (4th generation high-bandwidth memory) supplier, against the backdrop of competitor Micron’s stalling. Furthermore, declining inventories at Samsung and SK Hynix clearly indicate that the “supercycle” in the AI memory market has arrived, and Samsung has restarted construction of its P5 fab to meet this increased demand.
3. GlobalFoundries Becomes Largest Silicon Photonics Company with Singapore Acquisition GlobalFoundries (GF) has acquired Advanced Micro Foundry (AMF) in Singapore. This makes GF the world’s largest pure-play silicon photonics (SiPh) foundry. The acquisition is intended to expand GF’s production capacity and technology footprint in optoelectronic convergence technology, which is critical for high-speed connectivity in AI data centers.
4. Arm ‘s Support for NVLink Changes x86-Centric Structure of AI Data Centers Arm has integrated NVIDIA’s NVLink Fusion into its Neoverse architecture. This integration enables high-performance Arm-based chips to take advantage of NVIDIA’s high-speed interconnect technology, changing the power structure of the AI data center from its traditional x86 (Intel/AMD) focus and expanding options in the server market.
5. Microsoft, NVIDIA, and Anthropic Announce Strateg ic Partnership Microsoft and NVIDIA have announced a strategic partnership with AI startup Anthropic.Microsoft has invested a massive total of 2.3 trillion yen in Anthropic and is adding Anthropic’s AI model, Claude, to its own foundry. The partnership is a move that will strengthen collaboration among key players in the AI development race and accelerate the integration of cutting-edge AI models into cloud services.
6. Samsung Achieves 60% Yield and Competitive Pricing for Exynos 2600 Samsung has reportedly achieved 60% yield on its next-generation Exynos 2600 mobile chip. The company plans to price the chip $20 to $30 lower than competing Qualcomm products to encourage market adoption. This is an important strategy to increase the company’s competitiveness in the system LSI segment.
7. Tesla Considering Building Own Tera Fab Wafer Plant to Secure AI Chip Capacity Electric car giant Tesla is reportedly considering building its own Tera Fab wafer plant in-house to meet future increased demand for AI chips.Tesla has already finalized a $16.5 billion chip deal with Samsung, reflecting a trend of giant tech companies taking more control of the semiconductor supply chain as AI workloads surge.
8. Samsung’s Customer List Reorganized: Alphabet Returns and Tesla’s $16.5 Billion Chip Deal Confirmed Samsung’s foundry customer list has been reorganized, with Alphabet (Google) returning as a customer. In addition, a chip deal totaling $16.5 billion with Tesla has been finalized and booked on the company’s order book. This indicates that Samsung has secured large orders from hyperscalers and automakers in cutting-edge process technologies.
9. 3D DRAM Enters AI Inference Market, d-Matrix Builds Raptor System 3D DRAM technology is entering the AI inference market, and d-Matrix is working with Alchip and Andes to build the “Raptor” system. The system is intended to provide a high-performance, low-power solution for AI applications, especially for edge and inference applications.
10. Huawei aims for 70% GPU utilization with new AI technology, plans to launch Kirin 9030 chip Huawei is reportedly aiming to achieve **70%** GPU utilization with its new AI technology. The company also plans to launch the Kirin 9030 chip in late November. This shows that even under US sanctions, Huawei is strongly promoting the optimization of AI technology and the development of homegrown chips to remain competitive in the market.

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