Semiconductor News 20250814

Main News

1. China Orders Halt to Purchase NVIDIA H20 Chips The Chinese government has ordered Alibaba and ByteDance to halt purchases of NVIDIA’s H20 AI chips amid intensifying technology friction. This represents a further escalation in the battle for technology supremacy between the U.S. and China, which could have serious implications for both major chip suppliers and consumers in the AI sector.
2. U. S. Tracking Mechanism for AI Server Shipments, Removed in China The U.S. government has introduced a location tracking mechanism for shipments of AI servers to China, but despite NVIDIA’s objections, many have reportedly been removed by Chinese chip resellers. This represents a challenge to the effectiveness of U.S. export controls and a technological circumvention effort on the part of the Chinese, and raises a new dimension of geopolitical tensions.
3. China Begins Mass Production of Domestically Made H BM3 Chips China has announced that it will begin mass production of domestically made HBM3 chips, thereby paving the way for Huawei’s AI integration. This marks concrete progress in China’s national strategy of becoming less dependent on foreign sources and more technologically self-sufficient in the semiconductor sector, especially in the high-performance memory needed for AI.
4. HBM Demand Growing, Micron and SK Hynix Trends Competition in the high bandwidth memory (HBM) market is intensifying, with Micron signaling that it will sell out of HBM products by 2026, while SK Hynix has yet to confirm this.NVIDIA’s approval of its Chinese AI chip is expected to increase HBM demand is expected to grow, but the 15% tariff could squeeze profits for major companies, and market trends are being closely watched.
5. TSMC’ s Exit from GaN Business and Navitas’ Order Transfer to PSMC With TSMC’s exit from the GaN (gallium nitride) business, Navitas has transferred its orders for Nvidia AI servers to PSMC. This is seen as a major supply chain move in the high-growth GaN power semiconductor market and part of TSMC’s strategy to focus on profitable advanced processes.
6. Intel Announces “USAI” Strategy, Emphasizing the U.S . as the Only Choice Intel has emphasized its patriotic mission and announced a new brand strategy called “USAI. In doing so, the company is positioning itself as the only option for advanced chip manufacturing in the U.S., underscoring the importance of domestic semiconductor manufacturing in the face of rising geopolitical tensions and making clear its commitment to contributing to the technological independence of the United States.
7. Sam Altman’s New Startup Aims to Fuse Brain and Machine Sam Altman’s new startup aims to fuse the human brain and machine with innovative brain-computer interface technology and vision to compete with Elon Musk’s Neuralink, the company announced today. This is an ambitious initiative that has the potential to intensify competition in the field of AI and neuroscience convergence and revolutionize the future of human life.
8. GPU and Custom Accelerator Market to Reach $4 46 Billion by 2029 The Dell’Oro Group forecasts that the general purpose GPU and custom accelerator market will reach $446 billion by 2029. This rapid growth forecast reflects the exploding demand for processing power in artificial intelligence, data centers, and high-performance computing, and will be a major driver of growth for the overall semiconductor industry.
9. Samsung Wins BOE in OLED Confidentiality Infringement Lawsuit, 15-Year U.S. Market Ban Samsung has won a landmark trade secret lawsuit against the BOE regarding OLEDs, securing a 15-year ban on their sale in the U.S. market. The ruling strengthens Samsung’s leadership in display technology and underscores the critical importance of protecting intellectual property rights in maintaining a competitive advantage in the global high-tech industry.
10. Arm ‘s Neural Super Sampling , DLSS-like AI Upscaling for Mali GPUs Arm has announced Neural Super Sampling, a DLSS-like AI upscaling technology for Mali GPUs. The technology is expected to significantly improve graphics quality, frame rates, and battery life for mobile games starting in 2026, a breakthrough advance that will take the mobile gaming experience to the next generation level.

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