Semiconductor News 20250716

Main News

1. NVIDIA Resumes H20 Chip Exports to China, Announces New GPU, and AMD’s Entry into the Chinese Market With the Trump Administration’s policy shift, NVIDIA has resumed exports of H20 chips to China and announced its RTX 6000D for China with a target of shipping 2 million units by the end of the year. This will benefit Samsung and SK Hynix’s HBM supply, and AMD’s Instinct MI308 AI accelerator is also nearing approval for export to China.
2. The U.S. -China Rare Earth Trade and Semiconductor Exports The U.S. administration has reportedly authorized NVIDIA’s semiconductor exports to China in return for rare earths, and China’s rare earth exports in June reached their highest level since 2009, suggesting that rare earths are a bargaining chip in negotiations.
3. Malaysia’s Export Permit Requirement for NVIDIA AI Chips and Impact on Supply Chain Malaysia has begun requiring export permits to prevent NVIDIA AI chips from being forwarded to China, which affects the server supply chain, including Super Micro and Taiwan’s Wiwynn The possibility has been raised.
4. Global Semiconductor Sales Reach Record High Global semiconductor sales reached a record high in May 2025, driven by strong AI-related demand and a pre-tariff rush.
5. Pressure on TSMC and Relocation of Taiwanese Suppliers to Arizona TSMC is facing multiple factors such as tariffs, currency exchange, and AI growth, and tariff pressure is forcing Taiwanese chip suppliers to relocate to high-cost Arizona.
6. China ‘s PIM Chip Development and Avoiding Barriers for Advanced Nodes China is developing PIM (Processor-in-Memory) chips to avoid HBM regulations and barriers for advanced nodes.
7. Broadcom’s Cancellation of Investment in Spanish Factory and Blow to Southern Europe’s Semiconductor Industry Broadcom’s reported cancellation of investment in a factory in Spain has dealt a major blow to the development goals of the semiconductor industry in Southern Europe.
8. Japan’s JS Foundry Files for Bankruptcy and Falls Short of Powerchip Strategy Following the setback of its Powerchip strategy, Japan’s JS Foundry has filed for bankruptcy.
9. Apple ‘s U.S. Manufacturing Intensification, In-house Chip Development, and Samsung’s OLED Lawsuit Victory Apple is strengthening its rare earth magnet production and establishing a recycling facility in the U.S. and is rumored to be developing seven types of in-house chips. In addition, Samsung’s victory in its OLED trade secret infringement lawsuit against China BOE may increase the risk of higher iPhone 17e production costs for Apple.
10. AMD Outperforms Intel in CPU Market In CPU sales at one German retailer, AMD sold more than 12 times as many units as Intel, with AMD gaining significant market share while Intel only sold just over 100 units.

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