Semiconductor News 20250811

Main News

1. NVIDIA and AMD Agree to Pay U.S. 15% of Revenue from Chip Sales in China NVIDIA and AMD have reportedly entered into an “unprecedented agreement” as part of their licensing approval to pay the U.S. government 15% of revenue from restricted GPU sales in China. This is an important development in semiconductor trade restrictions between the U.S. and China and could affect the revenue models of major chipmakers.
2. China Still Cautious of NVIDIA’s H20 AI Chip Due to Security Concerns Chinese state media claims NVIDIA’s H20 AI chip is insecure and outdated, calling on Chinese companies to avoid its use Despite NVIDIA’s assurances, security and concerns about hardware backdoors persist and could hinder the widespread use of the H20 chip in the Chinese market.
3. TSMC Targets Record Revenue in 2025 on AI Chip Boom and 3nm Technology TSMC aims to achieve record revenue in 2025 by leveraging its dominance in 3nm process technology on the back of surging demand for AI chips. This demonstrates the strength of the AI chip market and TSMC’s leadership in advanced technologies, which will play an important role in global semiconductor supply.
4. Samsung’s Chip Investment in the U.S. to Exceed $ 50 Billion Following Major Contracts with Tesla and Apple Samsung’s chip investment in the U.S. is expected to exceed $50 billion following major contracts with Tesla and Apple. The new plant in Taylor, Texas, is scheduled to be operational at the end of October, a move that represents a strategic alliance with major technology companies to strengthen U.S. semiconductor manufacturing capacity.
5. Intel’s 18A Chip Delayed to Mass Production until 2026 Due to Low Yield Rates Intel’s 18A chip will reportedly be delayed to mass production until 2026 due to low yield rates that make large-scale production economically difficult. This delay will impact Intel’s roadmap for its next-generation process technology and may change its competitive strategy.
6. Japan’s Rapidus has two years left to start mass production of 2nm process; delays could cost it technological advantage over Taiwan’s TSMC and South Korea’s Samsung. If delays occur during this period, the company could lose its technological edge over Taiwan’s TSMC and South Korea’s Samsung. This highlights the intense international competition in advanced semiconductor manufacturing.
7. Samsung and SK Hynix Move Quickly to Secure NV IDIA ‘s SOCAMM Supply Chain Samsung and SK Hynix are moving quickly to secure NVIDIA’s SOCAMM (System-on-Chip Advanced Memory Module) supply chain, which is expected to become the next generation HBM (High Bandwidth Memory ) supply chain, which is expected to be the next-generation HBM (High Bandwidth Memory Module). This implies competition over next-generation memory technology and its supply chain, which is essential for improving the performance of AI chips.
8. Trump’s 100% Tariff Suggest ion Spreads Concerns Despite Korea ‘s MFN Status Donald Trump’s suggestion of 100% tariffs has raised concerns despite Korea’s MFN status. U.S. consumers have already experienced price increases in July, and this tariff policy could have far-reaching implications for international trade relations and the global economy.
9. Tesla’s Shutdown of Dojo Signals New Partnerships with Samsung and Intel in AI Competition Tesla is signaling new partnerships with Samsung and Intel in the AI competition with the shutdown of its Dojo AI supercomputer. This is an important turning point in Tesla’s AI strategy and could accelerate AI development through collaboration with key companies in the semiconductor industry.
10. Intel’s Lip Boo Tan to Meet with Trump to Cl arify China Ties Intel’s Lip Boo Tan is reportedly scheduled to meet with Donald Trump to clarify business ties with China. The meeting is an important move in the ongoing technology friction between the U.S. and China over the alignment of the major semiconductor company’s international strategy with U.S. policy.

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