Semiconductor News 20250617

Main News

1. Taiwan has added Huawei and SMIC (China Core International Integrated Circuit Manufacturing) to its export control list, and both Chinese companies now require permission from their suppliers to receive their products. This is a move that will have a major impact on major Chinese technology companies and their global supply chains.
2. TSMC’s very high 2nm process yield rate could significantly outpace Samsung and Intel Foundry alternatives, and Apple, NVIDIA, and AMD will be major customers. This will establish TSMC’s dominant advantage in advanced semiconductor manufacturing.
3. AMD has announced a new AI chip and is rallying industry support with “UALink” to counter NVIDIA’s ecosystem monopoly. This is an important move that signals increased competition in the burgeoning AI chip market.
4. China’s rare earth regulations are disrupting the global tech supply chain amid intensifying trade friction between the U.S. and China, and the U.S. is considering extending a tariff moratorium in negotiations with China over a rare earth exemption for military use. This is indicative of supply chain vulnerabilities and geopolitical tensions.
5. Although plans to build semiconductor plants in the United States have faced bureaucracy and local opposition, TSMC’s Arizona plant has successfully shipped its first chip wafers to NVIDIA, AMD, and Apple. This demonstrates both the difficulties and progress in returning semiconductor manufacturing to the country.
6. IBM’s goal of making quantum computers error tolerant by 2029 is an important step forward in the development of practical quantum computing.
7. Global SiC wafer growth is slowing and China is reorganizing its market structure. This suggests China’s expanding market dominance, which will affect key sectors such as electric vehicles (EVs) and power electronics.
8. M&A activity among semiconductor companies is booming in China’s A-share market, with more than 73 applications filed in the past 18 months and total transaction value reported to reach $55 billion by 2024. This indicates that China is making strong progress in strengthening and consolidating its domestic semiconductor industry.
9. AI is revolutionizing a wide variety of industries and driving strong demand. Smartphones, gaming, PCB manufacturing, and many other sectors are driving revenue growth for AI-related companies.
10. Modified RTX 3090s and 3080s are being sold as GeForce RTX 4090s, and technicians have noted key differences between the real and fake products. This raises concerns about consumer fraud in the expensive GPU market and the availability of authentic products.

News List

あわせて読みたい

半導体ビジネスの未来を拓く 半導体ビジネスの未来を拓く、戦略的パートナー 38年の技術・経営経験と最先端AI知見で、御社の課題をチャンスに変える お問い合わせ / Inquiry こんなお悩みありません...