Semiconductor News 20250519

Main News

1. Tokyo University of Science improves power efficiency with multiply-and-accumulate parallelization technology for AI semiconductors
   • This is an important domestic technological development to improve the performance of AI semiconductors while simultaneously reducing power consumption. This is expected to lead to higher performance and energy efficient AI devices.
2. Overseas reports of advances in semiconductor and quantum technology, including “DRAM with 10 times higher integration” and “New Discovery of Quantum Bits
   • This news item shows the latest trends overseas regarding the increasing capacity of DRAM, the next generation memory, and quantum bits, the basis for quantum computers. These technologies are important because they will greatly affect future computing performance.
3. Prime Minister Shigeru Ishiba announced that he aims to conclude partnership agreements with five countries in the field of quantum research by the end of this year.
   • It is an indication of Japan’s national commitment to quantum technology development and its willingness to actively promote international cooperation. Since quantum technology is related to economic security and future competitiveness, trends in international cooperation are of great interest.
4. Nikon has reportedly fallen far short of its mid-term business plan targets, and the gap between Nikon and Canon is widening in the semiconductor equipment business.
   • This news item provides an overview of the performance of Nikon, one of Japan’s leading companies, and the current competitive environment for Japanese companies in the semiconductor production equipment market.
5. China’s China Micro Corporation (AMEC) Wins Two TechInsights 2025 Semiconductor Supplier Awards
   • The news is that a Chinese semiconductor equipment manufacturer has won an award from an international evaluation organization. This suggests that the level of semiconductor equipment technology within China is improving.
6. China’s Mentai Technology Unveils Plan to Focus on Semiconductor Business through Asset Sale
   • This represents a strategic shift by major Chinese companies to divest certain businesses and specialize in the semiconductor sector. This is related to the structural changes in the semiconductor industry in China and the move to strengthen its development.
7. China’s Lian Dong U Valley and Yangtze River Semiconductor Project Enters Major Installation Phase
   • The news indicates that new semiconductor manufacturing sites and related facilities are being built in China. This is believed to be part of China’s efforts to become more self-sufficient in semiconductors.
8. Following NVIDIA’s success in exporting AI chips to the Middle East, the company reportedly said that the Chinese market should also be captured without blockade.
   • As tensions in the high-tech sector between the U.S. and China continue to rise, this is a noteworthy statement from NVIDIA, the largest AI chip maker, that indicates what its stance will be toward the Chinese market. This is important news as geopolitical risks and corporate market strategies intertwine.
9. First Domestic AI Safety and Ethics Certification System Enacted in Korea
   • With the rapid spread of AI technology, how to address its safety and ethical aspects has become a global issue, and the news that South Korea has launched a national-level certification system. This is an important example of policy trends in various countries regarding the governance of AI.
10. Market Research Firm TrendForce Analyzes IC Market Posts Growth but Faces Risk of Economic Slowdown
    • Along with the current strong semiconductor market, this analysis suggests that uncertainty in the global economy may affect the future outlook for the market. This is important information for understanding the overall sentiment in the semiconductor industry.

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