Semiconductor News 20251210

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1. Export of NVIDIA’s H200 AI Chip to China Conditionally Approved President Trump has conditionally approved the export of NVIDIA’s next top-tier AI chip, the H200 product, to China. According to reports, the chip will be six times more powerful than the H20 and will be subject to a 25% fee for export. The approval is expected to revolutionize the semiconductor market and is expected to benefit Korea’s HBM (high bandwidth memory) industry.
2. AI Demand Spikes NAND Prices by 360%; Entire Memory Market in a State of Rebellion Against the backdrop of surging AI demand, the price of NAND flash memory has surged by a staggering 360%, and even NAND, which was considered a “lowly memory,” is reportedly in a state of “rebellion” that is bringing it into the limelight. This indicates that the AI supercycle is having a structural impact not only on DRAM, but on the storage market as a whole, and that the memory price and supply situation is very tight.
3. Samsung Moves Up Schedule for Phase 4 atPyungtek Again st Backdrop ofHBM4Promotion Samsung Electronics has moved up the schedule for its Phase 4 manufacturing facility at its Pyungtek campus in South Korea against the backdrop of its aggressive promotion of HBM4 (High Bandwidth Memory 4) technology. The move is part of the company’s commitment to AI chip manufacturing. The move is an important strategic investment that will help the company take the lead in the HBM market, which is critical to AI chip manufacturing, and help the company’s foundry business recover.
4. Google and Microsoft Prioritize Speed over Costin Securing Memory Cloud service providers (CSPs) Google and Microsoft are scrambling to secure memory capacity to meet the demands of AI workloads, prioritizing speed over cost in the race reportedly. This priority reflects the current intensifying battle for inventory of DDR5 memory and other resources, indicating that immediate availability of computing resources in the AI race is a top priority.
5. Head of Apple Silicon Design to Stay on Despite Massive Executive Turnover Johnny Surauji, the head of Apple’s custom silicon design for the past decade, will stay on at Apple despite the ongoing mass turnover of senior management. Mr. Surauji’s retention is critical news in ensuring the continuity and stability of Apple’s in-house silicon strategy, such as the M-series and A-series chips.
6. Intel Strengthens Strategic Partnership with India’s Tata Group Intel has entered into a new strategic partnership with the Tata Group to strengthen its chip manufacturing drive in India. Through this partnership, Intel is expected to become a major customer of Tata’s $14 billion chip manufacturing plant and OSAT (Outsourced Semiconductor Assembly and Test) maintenance business.
7. China’ s Moore Threads Intensifies Challenge to Nvidia with New GPU Announcement Chinese GPU manufacturer Moore Threads (摩爾線程) is intensifying its challenge to Nvidia by holding a developer conference and announcing a new GPU. This is a strong sign of China’s determination to accelerate its domestic AI chip competition (a market approaching $275 billion ) and achieve technological independence under U.S. export restrictions.
8. TSMC’s Advanced Packaging Facility is now operating at maximum capacity, with rumors of outsourcing There are reports that TSMC’s Advanced Packaging (AP) facility is now operating at maximum capacity, and with the demand for AI chips creating a bottleneck in packaging capacity, industry insiders are whispering about the possibility of TSMC outsourcing some of its packaging work to outside vendors. There are rumors among industry insiders that TSMC may outsource some of its packaging operations. This indicates that advanced packaging is a critical element in the AI supply chain.
9. UMC Licenses imec’sSilicon PhotonicsTechnology to Enter Optical Communications Field UMC (Lianhua Electronics) has licensed imec’s iSiPP300 silicon photonics (SiPh) technology, strengthening its capabilities in this area. prototypes), and is preparing for the commercialization of optical interconnect technology, which is critical to the acceleration of AI data centers.
10. Rapid Growth in Enterprise SSD Market Expands Industry Revenues by 28% Surging enterprise Solid State Drive (SSD) prices and shipments are projected to drive 28% growth in overall NAND flash memory industry revenues.AI Data Center Storage Exploding demand is driving the growth of this highly profitable enterprise SSD market.

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