Semiconductor News 20250826

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1. Intel Makes Comeback to AI Chip Market with 2nm “Jaguar Shores” to Compete with Nvidia Intel is aiming to return to the AI chip market with its next-generation AI chip, Jaguar Shores, which uses a 2nm process to compete with Nvidia. This is a sign of increasing competition in the AI chip arena and highlights an important strategic shift by Intel to regain market share with advanced process technology.
2. SK Hynix Commences Mass Production of World ‘s First 321-Layer QLC NAND, Targeting AI Data Center Market SK Hynix has commenced mass production of the world’s first 2TB QLC NAND flash with 321 layers. This breakthrough NAND technology is expected to be a high-capacity storage solution especially for the AI data center market, and is expected to lead the future evolution and market deployment of NAND flash technology.
3. Nvidia Reportedly Halts H20 Chip Production, Considering Reduced Performance Blackwell for China Nvidia has reportedly halted production of its H20 AI chip for China and is considering offering a Blackwell chip with limited performance instead. This is indicative of the impact of geopolitical tensions on the high-tech industry, as U.S. government restrictions on semiconductor exports continue to have a significant impact on Nvidia’s China business strategy.
4. TSMC Removes Chinese Chip Manufacturing Equipment from 2nm Production Lines to Avoid US Regulations TSMC is reportedly removing Chinese chip manufacturing equipment from its 2nm process production lines to avoid supply chain restrictions from the US. This move reflects the current situation in which the world’s major semiconductor manufacturers are struggling to diversify their supply chains and manage geopolitical risks as technology friction between the U.S. and China intensifies.
5. U.S. Government Invests $8.9 Billion in Intel, Agrees to Acquire 9.9% Stake The U.S. government has agreed to invest $8.9 billion in Intel and acquire a 9.9% stake in the company. This is a strong government support measure aimed at strengthening domestic semiconductor manufacturing capacity, and is expected to contribute significantly to the expansion of Intel’s foundry business and the promotion of advanced semiconductor production in the United States.
6. NVIDIA Unveils New Semiconductor for Robots, Boosting AI Processing Performance by up to 7.5x Nvidia has unveiled a new semiconductor for robots, Jetson Thor, which offers up to 7.5x improvement in AI processing performance. This powerful chip will accelerate the advent of the general-purpose robotics era, signaling the ever-increasing role AI will play in robotics in the future.
7. Enthusiasm for TSMC’s “Made in the USA” Chips from Major Tech Companies Forces TSMC to Accelerate Overall Production Plan Four Quarters Early Demand for TSMC’s “Made in the USA” chips from major tech companies is so strong that TSMC has been forced to accelerate its overall production plan four quarters ahead of schedule. This indicates that geopolitical factors and the need to diversify geographic risk in the supply chain are strongly influencing the location strategy for advanced semiconductor manufacturing.
8. HBM4 Production Capacity Expected to Reach 400,000 Units by Year’s End as Battle for HBM4 Dominance Intensifies Competition over HBM4 (high bandwidth memory), which determines the performance of AI chips, is intensifying, with HBM production capacity expected to reach 400,000 units by the end of the year. The explosive growth in AI demand is putting significant pressure on the HBM supply chain, as Nvidia is pushing Samsung to increase HBM4 production.
9. Google Unveils Details of Next-Generation “Ironwood” TPU Superpod: 9216 Chips, 192GB HBM Google has unveiled details of its next-generation TPU superpod, Ironwood. This superpod will feature 9216 AI chips and a total of 192GB of HBM memory, providing an astounding 4614 TFLOPs of computing power per chip. This clearly demonstrates Google’s focus on developing its own hardware specifically for AI.
10. Tesla and Samsung Form Alliance, Bolster Chip and Foundry Business Ambitions Tesla and Samsung have reportedly formed a mutually beneficial alliance to bolster their respective chip and foundry business ambitions. The strategic alliance reflects the growing importance of semiconductors in the automotive industry and Samsung’s drive to further expand its presence in the foundry market.

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