Semiconductor News 20250506

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1. China to Build Advanced Chip Factories in Shenzhen: Huawei is reportedly building three advanced chip factories in Shenzhen to reduce its dependence on foreign technology. This is part of China’s move toward semiconductor self-sufficiency.
2. Strict U.S. Semiconductor Tariffs Outlook: The U.S. government is expected to soon impose strict tariffs on semiconductors, which companies such as Apple have suggested could hurt their business and lead to higher product prices.
3. Unprecedented Demand for TSMC 2nm Process: There is reportedly unprecedented strong demand for TSMC’s state-of-the-art 2nm process from major companies such as Apple, NVIDIA, and AMD.
4. NVIDIA CEO’s Visit to Taiwan: NVIDIA CEO Jensen Huang is once again visiting Taiwan, which suggests a close relationship between NVIDIA and the Taiwanese semiconductor supply chain, as well as developments related to AI demand.
5. AMD Considering Transfer from Samsung Foundry to TSMC Arizona: It is reported that AMD may transfer its 4nm chip manufacturing orders for EPYC, a CPU for servers, from Samsung Foundry to TSMC’s Arizona plant.
6. Samsung DS Executives Rush to Silicon Valley to Secure AI Orders: Executives from Samsung’s Device Solutions division have rushed to Silicon Valley to secure orders for memory and foundry services for AI.
7. NVIDIA Predicts Approximately $10 Billion Annual Hit from AI Investment Slowdown and China Exit: Analysts believe that a slowdown in AI-related capital expenditures and a partial exit from the Chinese market could reduce NVIDIA’s sales by approximately $10 billion per year.
8. Intel to Unveil Battlemage Arc B770 GPU: Intel will unveil its high-performance Battlemage Arc B770 GPU at this year’s Computex, which could compete with NVIDIA’s RTX 5060 series and others.
9. China ‘s Domestic GPU Hegemony Strategy and Challenges for Semiconductors: Although China is rushing to establish dominance in the domestic GPU market by emphasizing industrial policy rather than tariffs, its overall share in the semiconductor sector is still low, and it is reported that it is not fully benefiting from the generated AI.
10. Taiwanese Currency Surge Puts Pressure on Exporters: Taiwan’s currency, the Taiwan dollar, has surged to its highest level in two years, and this strong currency is putting pressure on the earnings of Taiwanese exporters.

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