Semiconductor News 20250901

Main News

1. Samsung, SK Hynix, and Intel Banned from Using U.S. Technology at Chinese Facilities, Jeopardizing Access to World’s Largest Semiconductor Market U.S. government regulations have reportedly banned major semiconductor companies, including Samsung, SK Hynix, and Intel, from using U.S. technology at their facilities in China. The measure is the largest ever imposed on these companies by the world’s largest semiconductor companies. This action could result in these companies losing access to China, the world’s largest semiconductor market, and signals a worsening of geopolitical tensions in the semiconductor supply chain. It is believed that the move is part of the U.S. efforts to tighten restrictions on U.S. semiconductor exports, with the aim of curbing the development of China’s semiconductor industry.
2. Apple May Make iPhone 17 Series eSIM-Only in EU – Signaling the Beginning of a Global Shift from Physical SIM Apple may discontinue the physical SIM card slot in the iPhone 17 series for the EU market and introduce it as an eSIM-only device This move is expected to mark the beginning of a global shift away from physical SIM to eSIM. This move is seen as a sign that the global shift from physical SIMs to eSIMs is in full swing. eSIMs will lead to greater flexibility in device design and improved user convenience, but could also have a major impact on how carriers provide services and international roaming, making it an important turning point for the entire telecommunications industry. This could be an important turning point for the entire telecommunications industry.
3. Rapidus’ 2nm “2HP” Process Reportedly Challenges TSMC’s N2 Process in Logic Density and Significantly Outperforms Intel’s 18A Process Japanese semiconductor manufacturing company Rapidus is reportedly developing a 2nm “2HP” process that will The 2nm “2HP” process being developed by Rapidus, a Japanese semiconductor manufacturing company, is reported to be competitive with Taiwan’s TSMC’s N2 process and significantly outperforms Intel’s 18A process in terms of logic density. This information suggests that Rapidus could rival or even exceed the world’s leading companies in the field of next-generation semiconductor manufacturing technology. It is being viewed as an important step toward the revival of Japan’s semiconductor industry and strengthening its international competitiveness.
4. NVIDIA May Sell Computational Capacity Equivalent to 70,000 GB200 AI Servers Through “Stargate” Project Alone – Supported by Sovereign AI Boom NVIDIA, through its “Stargate” project, alone may sell approximately 70,000 The potential to sell computing power equivalent to GB200 AI servers has been reported. This massive sales volume is fueled by the boom in “sovereign AI” (state-sponsored AI development and operations), and indicates that countries’ efforts to strengthen their own AI infrastructures are further increasing demand for NVIDIA’s AI chips. NVIDIA’s dominant position in the AI market and the acceleration of global AI investment.
5. Cambricon ‘s Second Chapter : from Huawei Discard to Chinese AI Promise Chinese AI chip company Cambricon (寒武紀) has entered its “second chapter,” and from its former position as Huawei’s AI chip supplier, it is now a new promising stock in the Chinese AI sector This is a result of the technological friction between the U.S. and China. This reflects China’s accelerating drive toward domestic AI chip self-sufficiency amid intensifying technology friction between the U.S. and China, and demonstrates that Cambricon continues to grow through its own technological innovations and market strategies even after its relationship with Huawei ends.
6. Korean HBM Pioneer Highlights Trends in Hybrid Bond ing and In-Memory Computation A Korean pioneer in high-bandwidth memory (HBM) technology has highlighted trends in hybrid bonding and compute-in-memory (CIM) as next-generation memory technologies. HBM is an essential memory in AI and high-performance GPUs, and these new technologies have the potential to dramatically increase the efficiency and speed of data processing. The continued evolution of memory technology is proving to be a key factor in future AI applications and data center performance gains.
7. Tighter Regulations on PFAS, Impacting Semiconductors and Automobiles The European Union’s move to tighten regulations on PFAS (polyfluorinated organic compounds) is reportedly creating a “major wave” in the semiconductor and automobile industries. Since PFAS is used in fluoropolymers and is an essential material in the semiconductor manufacturing process and automotive parts, the tightened regulations will force related companies to develop alternative materials and drastically change their manufacturing processes. This illustrates the far-reaching and serious impact that environmental regulations can have on global supply chains.
8. Samsung’s Taylor Facility on Track – South Korean Giant Resumes Investment in Cutting-Edge 2 nm Production Line Samsung has resumed investment in a cutting-edge 2nm production line at its semiconductor plant under construction in Taylor, Texas, USA, and plans are reportedly on track. This move is expected to be a major step forward in the global semiconductor supply chain. The move is part of a strategy by major countries to strengthen their domestic manufacturing capabilities amid the ongoing restructuring of global semiconductor supply chains, as Samsung seeks to maintain its competitive edge in 2nm process technology and establish a significant manufacturing footprint in the U.S. to be better positioned to meet future semiconductor demand. Samsung is also looking to establish an important manufacturing base in the U.S. to meet future semiconductor demand.
9. An agency predicts that global semiconductor revenue will surpass $1 trillion by 2030 An agency has forecast that annual revenue for the global semiconductor industry will surpass $1 trillion by 2030. This forecast suggests that the rapid development of cutting-edge technologies such as AI, IoT, 5G/6G, and automated driving will continue to strongly drive demand for semiconductors. The semiconductor industry will continue to play a central role in global economic growth and technological innovation, with solid long-term market expansion expected.
10. Japan’s Power Semiconductors in Major Exit Japanese power semiconductor manufacturers are reportedly facing a “major exit” from the market due to intensifying international competition and a lack of investment over the years. This trend poses a serious challenge to Japan’s industrial competitiveness, as power semiconductors are essential key components in next-generation industries such as electric vehicles (EVs) and renewable energy facilities. This is important industrial news as it indicates that Japan’s position in the international supply chain is changing.

News List