Semiconductor News 20251124

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1. SK Hynix to Increase 1c DRAM Production Capacity by 8 Times by 2026 SK Hynix reportedly plans to significantly increase its production capacity of 1c DRAM, the next-generation memory, to eight times its current capacity by 2026. This is seen as a strategic move to strengthen the company’s competitiveness and supply capacity in the DRAM market in response to surging demand for advanced memory such as high-performance HBM4 (High Bandwidth Memory 4) due to advances in AI technology.
2. Japanese Government Decides to Invest an Additional 11 Trillion Yen in Rapidus Japan has decided to make a massive new additional investment of 11 trillion yen in Rapidus, which aims to domestically produce next-generation semiconductors in response to the intensifying competition for semiconductor leadership among nations. This represents a significant increase in the total amount of government support for Rapidus and demonstrates a strong national commitment to ensure Japan’s independence in strategic technology areas and to restore its international competitiveness .
3. Semiconductor Plant Subsidies Require Cyber Security Measures The Japanese government has announced that it will require companies to implement advanced cyber security measures when subsidizing the construction or expansion of new semiconductor plants. This measure is designed to reduce the risk of supply disruptions to critical semiconductor supply chains due to cyber attacks and other factors, and to strengthen economic security in the face of heightened geopolitical risk.
4. ASML Allegedly Offered to Spy on China for the U.S. A new book reports that ASML allegedly offered to be the “eyes and ears” in China for the U.S. government to gather intelligence and spy on the country. According to the report, ASML allegedly made the offer to repair relations with Washington after breaking a “gentlemen’s agreement” regarding restrictions on sales of DUV lithography equipment to China.
5. Chinese Semiconductor Memory Exceeds 10% Global Market Share Even as the technological divide between the U.S. and China continues to widen, China’s domestic semiconductor memory companies are rapidly advancing their technological development and have reached a global market share in excess of 10%. This reflects the current situation where geopolitical pressures coupled with domestic production policies are accelerating the technology catch-up within China’s semiconductor ecosystem.
6. Intel Emphasizes AI Expansion Strategy in China At an event in the Chinese market, Intel strongly emphasized its expansion strategy in the field of AI (Artificial Intelligence). Specifically, the company introduced its AI accelerator, Gaudi 2E, as well as its “distributed supernode” architecture that distributes computing power, demonstrating its commitment to tapping into China’s rapidly growing demand for AI infrastructure.
7. Indian and Japanese Leaders Agree to Strengthen Cooperation in Semiconductor and AI Innovation The leaders of Japan and India have agreed to further strengthen their cooperation in the areas of semiconductor and AI (artificial intelligence) technology innovation. The agreement indicates that the Takaichi administration will maintain its diplomatic focus on India, and technology cooperation is expected to become an important pillar of its economic security and regional strategy.
8. First “ Super Cycle” in Power Stocks in 10 Years The huge increase in demand for power due to the surge in AI data centers has reportedly led to the first “super cycle” in power-related stocks in a decade. Some skilled investors are reportedly making more money from this investment in power stocks than they have from their investments in NVIDIA stocks, highlighting the importance of infrastructure investments in the age of AI.
9. China Semiconductor Industry Association Shows New W ave of Change and Direction of Industry Development Mr. Zhang Li of the China Semiconductor Industry Association stated that the semiconductor industry is currently undergoing a new wave of change. He pointed out that for the future development of the industry, it is necessary to adhere to “systems thinking,” which looks at the entire system, and to strengthen the approach (application-driven), which is driven by demand from actual application fields.
10. U.S. Department of Energy Introduces Quantum Computing for Particle Physics The U.S. Department of Energy (DOE) has begun implementing quantum computing technology to address complex problems in particle physics research, particularly those that are difficult to solve using traditional computational methods, such as the secrets of anti-matter. This is an important application of cutting-edge quantum technology to accelerate basic science research.

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