Semiconductor News 20250612

Main News

1. Accelerating AI chip development and production: Samsung and Groq plan to mass produce the world’s fastest AI chip using a 4nm process in the second half of 2025; Samsung has also begun mass production of an Exynos 2600 prototype on a 2nm GAA process, targeting 50% yield Samsung has also started volume production of Exynos 2600 prototypes on a 2nm GAA process, targeting 50% yield.
2. Next Generation Memory (HBM4) Evolution: Micron has begun sample shipments of HBM4 memory with 36GB capacity and >2TB/s bandwidth to key customers, with volume production targeted for 2026; SK Hynix is also supplying HBM4 samples as well, intensifying competition.
3. PCIe 7.0 Specification Released: PCI-SIG has released the PCIe 7.0 specification, which boasts transfer rates of up to 128 GT/s. This also marks the industry’s first optical solution based on the PCIe 7.0 standard, setting a new standard for data transfer.
4. NVIDIA ‘s AI Infrastructure Forecast and Strategy: NVIDIA predicts that its AI infrastructure will be valued at $100 trillion, and CEO Jensen Huang says most custom chip projects (ASICs) will be cancelled because NVIDIA is better.
5. Record Launch of Nintendo Switch 2: The Nintendo Switch 2 sold more than 3.5 million units worldwide in just four days of its launch, breaking the brand’s previous console sales record.
6. DDR memory market volatility: A severe shortage of DDR4 caused prices to skyrocket 50%, reaching the same price as DDR5 chips in early June. Meanwhile, CXMT is accelerating production of DDR5 memory and phasing out DDR4.
7. U.S. Semiconductor Manufacturing Goals and Challenges: The United States aims to meet up to 50% of its domestic semiconductor needs by 2032, thanks to contributions such as the TSMC Arizona plant. However, beneficiaries of the CHIPS Act are plagued by community opposition and a lengthy permitting process.
8. AMD ‘s Rise in the Server CPU Market: AMD is shifting the dynamics of the data center market in its favor and aims to rival Intel’s share of the server CPU market by 2026.
9. Semiconductor Industry Support and Power Issues in Taiwan: Taiwan has announced a $9.3 billion chip subsidy to boost IC manufacturing. However, the American Chamber of Commerce in Taiwan (AmCham Taiwan) has identified the energy crisis as a top priority, citing power shortages as a threat to its status as a tech hub.
10. China’s semiconductor industry expands: China’s IC exports grew 18.9%, with ASEAN surpassing the U.S. as the largest trading partner. The STAR market is also experiencing a record M&A boom as tech companies pursue scale and strategy.

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