Semiconductor News 20250513

Main News

1. There has been a flurry of activity regarding tariff developments between the U.S. and China and their impact on the semiconductor supply chain. Reports of tariff measures by the Trump administration, significant tariff reduction agreements between the U.S. and China, and the possible introduction of chip tariffs could impact the supply chain and pricing in the semiconductor industry.
2. News about leading semiconductor manufacturers TSMC and Intel’s cutting-edge process development (e.g., 1.4nm) and production systems is attracting attention, with TSMC’s US plant expansion moving ahead and Intel’s mass production plans.
3. Semiconductor-related developments are important due to the growing demand in the field of AI (Artificial Intelligence). Softbank’s entry into the AI memory competition, NVIDIA’s GPU price hike, and AI-related events have been reported.
4. Information about NVIDIA’s new GPU products (e.g., RTX 50 series) and pricing strategies are attracting market interest.
5. The rise in DRAM prices andtrends in specific semiconductor markets, such as power and automotive semiconductors, are also of interest.
6. Efforts are underway to promote domestic production of the semiconductor industry in China, technology development (e.g., 10nm chip devices), and the formation of industrial clusters in various regions.
7. Developments related to semiconductor back-end process technology (e.g., new Rapidus technology) and related materials companies are also gaining importance.
8. There have been announcements and rumors of new hardware (GPUs, VR headsets, SSDs, etc.) related to gaming and consumer products, which is driving some semiconductor demand.
9. Discussions on the restructuring of global supply chains against the backdrop of geopolitical risks and other factors, as well as efforts by individual countries (e.g., improving the level of technology in Malaysia), are also continuously reported.
10. Specific corporate activities such as earnings reports, capital expenditures, and financing by individual semiconductor-related companies are also important indicators of the health of the industry as a whole.

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