Semiconductor News 20250606

Main News

1. NVIDIA dominates the GPU market: in the first quarter of 2025, NVIDIA captured a 92% share of the AIB GPU market, while AMD and Intel slumped significantly to 8% and 0%, respectively. This clearly demonstrates NVIDIA’s strong market position on the back of the AI boom.
2. U .S.-China Semiconductor Competition and China’s Countermeasures: The U.S. Secretary of Commerce said that China is lagging far behind in the chip race due to U.S. export restrictions. In response, China is promoting its domestic tools by offering the first full-stack EDA suite free of charge to compete with U.S. tools.
3. SK Hynix Surpasses Samsung in DRAM Sales: For the period January-March 2025, South Korea’s SK Hynix took the top spot in DRAM sales for the first time, surpassing long-time rival Samsung. This marks a major shift in the power structure of the memory market.
4. TSMC ‘s Advanced Process and Technology Strategy: TSMC has maintained a high utilization rate for its 3nm process, and the 2nm process is also making steady progress and is pointed to the possibility of breaking records. However, TSMC is cautious about introducing high-NA EUV technology as ASML announces US$400 million worth of chip manufacturing equipment.
5. GlobalFoundries Makes Huge Investment in the U.S.: GlobalFoundries has announced plans to invest US$16 billion to boost its chip production capacity in the United States. This will accelerate the company’s move back to its U.S. semiconductor manufacturing base.
6. CXMT Enters HBM3 Market, Alarming Competition: China’s CXMT is accelerating production of HBM3 (high bandwidth memory), which is putting Samsung and SK Hynix on alert. This indicates that Chinese companies are moving into more advanced memory technology areas.
7. Apple’s proprietary modem development threatens Qualcomm’s bottom line: Apple’s move to develop custom modems poses a significant threat to the multi-billion dollar revenue of Qualcomm, a longtime supplier of modems for the iPhone Qualcomm is accelerating its expansion into emerging markets such as automotive and IoT Qualcomm is accelerating its expansion into emerging markets such as automotive and IoT.
8. KOREA GOVERNMENT PROPOSES TAX CREDIT FOR DOMESTIC CHIP PRODUCTION: South Korea’s Lee, head of the ruling party, has proposed a 10% tax credit for domestic chip producing companies. This is part of a policy race among countries to stabilize the semiconductor supply chain and strengthen the competitiveness of their own industries.
9. Trump Administration Revisits CHIPS Act Subsidies and Models TSMC: The Trump Administration has reportedly begun reviewing subsidy contracts under the CHIPS Act and recommends TSMC’s business model as a successful example. This could indicate the direction of future U.S. semiconductor policy.
10. Xiaomi ‘s 2nm Chip Development Restricted by US EDA Regulations: Xiaomi is expected to be limited to the “N3E” node due to tighter US regulations on specialized EDA (electronic design automation) tools, making it difficult to develop future XRING chipsets using TSMC’s 2nm process. This illustrates the specific impact of U.S. regulations on certain Chinese companies.

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