Semiconductor News 20251208

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1. Tokyo Electron Expects AI-Driven Sales to Reach 40% by FY2026 Tokyo Electron (TEL) has announced that it expects sales from AI-related technologies to reach 40% of its total sales by FY2026. This is expected to help offset a slowdown in the Chinese market, indicating that the company is adapting its business structure to the AI boom by tapping into surging demand for semiconductor manufacturing equipment such as etch and deposition equipment, which is essential for AI chip and HBM production.
2. Global Semiconductor Sales Surge 33% YoY to $71.3 Billion in October According to a report by Institutional Investor, global semiconductor sales in October 2025 recorded a robust 33% increase over the same month last year, reaching a total of $71.3 billion. This surge in sales is a significant tailwind for chip demand and suggests that the global semiconductor market is entering a strong growth cycle.
3. China’s Storage Stack Aims for Global Position Despite Challenging Conditions Huawei’s Peter Zhou acknowledged that China’s storage stack (data storage technology infrastructure) is facing challenging conditions, but said that the country is still well-positioned to achieve a global position. This is due to international technological constraints and the need to develop a global presence. This demonstrates China’s pursuit of a global market presence while strengthening its domestic self-sufficiency in data storage and cloud technology in the face of international technology constraints and a competitive environment.
4. China’ s New Five-Year Plan to Accelerate Domestic Production of Advanced Technologies In its new five-year plan, China has announced its policy to accelerate domestic production of advanced technologies. This move reflects China’s intention to reduce its dependence on foreign technology and strengthen its domestic technological capabilities and supply chain independence, especially in strategic areas such as semiconductors and AI, in the face of rising geopolitical tensions.
5. Taiwan Positioned to Benefit in Capacitor Market from Japan and Korea’s Shift to Higher-endMarkets As Japanese and Korean companies shift capacitor production to more lucrative high-end markets, Taiwanese manufacturers are reportedly in a position to benefit. The move indicates that Taiwanese companies have an opportunity to expand their production capacity and market share amid continued strong demand for general-purpose capacitors in consumer electronics and industrial applications.
6. Ritek Becomes Dark Horse in Rev iving Growth in AI Infrastructure Ritek has reportedly become a “dark horse” in the AI infrastructure sector, reviving growth. This indicates that the AI boom is creating new market opportunities not only for semiconductors and memory, but also for peripheral technologies such as packaging materials, and Ritek is riding this wave to revive its performance.
7. South Korea Focuses on Airport GSE to Break from 90% Import Dependence on Power Chips South Korea has launched a strategy to focus on the development of ground support equipment (GSE) for airports in order to break its 90% import dependency on power chips (power semiconductors). Power chips are essential for electric vehicles and industrial equipment, and this strategy aims to strengthen Korea’s national technology security and establish a domestic power semiconductor supply chain.
8. China’s Oriental Institute of Technology, Ningbo, Makes IC and AI Key Focus Areas China’s Oriental Institute of Technology, Ningbo, has highlighted integrated circuits (IC) and AI as key focus areas. This demonstrates China’s emphasis on human resource development and R&D in the semiconductor and AI fields as a national strategy and strengthens the role of educational institutions in accelerating technological innovation in the country.
9. Taiwan’s ESMT Sees Accelerating Recovery in Memory Demand and Effects of Price Increases Spilling Over into Q4 2025 Taiwanese memory maker ESMT sees an accelerating recovery in the memory market, with the effects of price increases expected to spill over into Q4 2025. This indicates that demand for memory in AI and HPC (High Performance Computing) as well as general electronics applications is on the road to recovery, and that the supply-demand balance in the overall market is improving.
10. TSMC AcceleratesAdvancedPackaging Facility in Arizona, One Step Closer to Manufacturing “AllAmerican” Chips TSMC is reportedly accelerating construction of an advanced packaging facility (AP) in Arizona. With this move, TSMC is one step closer to manufacturing “all American” chips in the U.S., a strategic move that will contribute to strengthening the U.S. semiconductor supply chain and meet geopolitical demands.

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