Semiconductor News 20250614

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1. AMD Aims to Break Nvidia’s AI Dominance AMD is challenging Nvidia’s AI market dominance with its MI350 chip with Samsung and Micron memory and expects $10-12 billion in AI GPU sales by 2026. The company’s CEO predicts the AI data center accelerator market will grow to $500 billion by 2028.
2. Micron to Invest $200 Billion in the U.S. Micron has decided to invest about $200 billion in memory manufacturing and R&D in the U.S., aiming to have 40% of its DRAM made in the U.S. against the backdrop of the Trump administration’s drive to return to domesticity. This is a massive move toward a domestic semiconductor supply chain.
3. Micron Announces Discontinuation of DDR4 Memory Micron has confirmed that it is discontinuing DDR4 memory, signaling future price increases while the market is not yet ready. This is expected to impact market prices, although there is still demand for DDR4 products.
4. NVIDIA U.S. Restrictions Darken China Business NVIDIA is pessimistic about its AI business prospects in China if U.S. export restrictions persist, and intends to exclude China from its revenue forecasts. The company warns that U.S. chip regulations could strengthen Huawei’s global AI competitiveness.
5. Huawei ‘s AI Chip Production and China’s Semiconductor Independence According to U.S. officials, China’s Huawei could produce up to 200,000 advanced AI chips by 2025, and China has announced its “QiMeng” system to accelerate semiconductor design using AI. This is indicative of China’s move toward self-reliance and self-reliance in its semiconductor industry, even in the face of increasingly stringent regulations by the United States.
6. Samsung Foundry ‘s Technical Executive Decline Samsung Foundry is reportedly experiencing a decline in technical executives amid difficult market conditions. This suggests a challenge for the company in retaining talent in the global semiconductor manufacturing competition.
7. Intel Officially Discontinues Arc Alchemist GPUs Intel has officially discontinued the Arc A750 and A770 Alchemist GPUs and will stop accepting orders for the A750 this month. This signals an important turning point in Intel’s graphics card strategy.
8. Nintendo Switch 2 Sets Strong Sales Record The Nintendo Switch 2 has reportedly sold 1.1 million units in its first week of availability in the United States, double the pace of the original Switch. This indicates strong demand and success in the gaming console market.
9. Gamers Forego GPU Upgrades Due to skyrocketing prices, gamers are reportedly foregoing GPU upgrades, with paying bills taking precedence over NVIDIA’s RTX 5090 pursuit. This highlights the impact that expensive hardware has on consumer purchasing behavior.
10. South Korea’ s National AI Computing Center on the Verge of Failure South Korea’s project to build a national AI computing center has once again failed in a bidding process, putting a major 2.5 trillion won AI project on the verge of a setback. This illustrates the challenges facing large-scale AI infrastructure development plans in South Korea.

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