Semiconductor News 20250904

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1. Resonac and 27 Other New Japanese, U. S., and Singapore Companies Establish “JOINT3” Consortium for Next-Generation Semiconductor Packaging Resonac and 27 other companies from Japan, the United States, and Singapore have established “JOINT3,” a consortium aimed at developing next-generation semiconductor packaging technology. This consortium of companies will work to develop new substrates for AI semiconductors and other applications. The consortium is expected to develop new substrates for AI semiconductors, etc. Tokyo Electron Limited and other companies are among the participating companies, and the consortium is attracting attention as a move aimed at technological innovation and strengthening international competitiveness in advanced packaging fields such as chiplet technology through international collaboration.
2. NVIDIA Increases Discrete GPU Market Share to 94% NVIDIA has further increased its dominance in the discrete GPU market, reporting a market share of 94%. This dominant share confirms the company’s dominance in AI chips and demonstrates the high demand in the data center and gaming segments. On the other hand, in response to claims of supply constraints, NVIDIA denies any supply issues with its H100/H200 GPUs. This market dominance highlights the current situation where NVIDIA holds the foundation of the AI industry.
3. U.S. Government to End Export Permits to TSMC’s Nanjing Plant at the End of 2025 The U.S. government has decided to end export permits (exemptions) for semiconductor manufacturing equipment to TSMC’s Nanjing plant in China by the end of 2025. This is part of the U.S. semiconductor restrictions on China, and follows measures taken by Samsung and SK Hynix. This decision will not only have a significant impact on TSMC’s production activities in China, but may also prompt changes in the global semiconductor supply chain. It is seen as an important move as the U.S.-China technology hegemony battle intensifies further.
4. OpenAI Raises Stock Sale to $10 Billion OpenAI, a leader in AI development, has reportedly raised its stock sale to $10 billion. The move is particularly noteworthy because it comes shortly after CEO Sam Altman warned of an “AI bubble” a few days ago. The massive funding is likely intended to further accelerate the company’s R&D and expansion in the face of increasing competition to develop AI models; the CEO’s warning and the aggressive funding move reflect a mixed outlook on the current state and future of the AI industry.
5. SpaceX Receives FAA Approval for 120 Rocket Launches Per Year SpaceX has received approval from the Federal Aviation Administration (FAA) for its plan to launch 120 rockets per year from a launch pad called “Workhorse,” which recorded a historic launch in 2024. This is a major win for the company and will allow it to significantly accelerate the rollout of its “Starlink” satellite Internet service and other space missions. This approval is a testament to SpaceX’s launch capabilities and reliability and further solidifies the company’s leadership in commercial space exploration.
6. Hugging Face CEO Warns of U.S. AI Closed-Sourcing CEO of AI platform Hugging Face warns that if the U.S. continues its closed-source approach to AI development, it will be at a “Cooked” disadvantage in international competition. He warned. Open-source AI models, he argues, are important in fostering innovation and making technology more transparent and secure. This warning against proprietary AI development models led by major corporations raises an important debate about the future direction of AI technology.
7. Acer Announces Numerous New Products at IFA 2025, Including AI PCs and Notebooks with Next-Generation GPUs Acer has announced a number of new products at IFA 2025 in Germany. Of particular interest are the Predator Helios 18P AI gaming notebook PC with NVIDIA’s next-generation RTX 5090 GPU and the Swift 16 AI notebook PC with Intel’s next-generation Panther Lake CPU. In addition, the company clearly demonstrated its commitment to leading trends in the PC market by unveiling a lineup of products with AI features and high performance, including the Swift Air 16 with Ryzen AI 300 and an OLED monitor with the fastest 540 Hz.
8. Apple iPhone 17 Pro to Improve Performance with New Thermal Solution Apple’s upcoming iPhone 17 Pro is expected to feature a new thermal solution. This new technology is expected to improve processor performance, sustain display brightness, and extend battery life. Heat generation issues are becoming increasingly important as smartphones become more powerful, and this improvement has the potential to significantly improve the user experience in applications and games that require more advanced processing.
9. SK Hynix Introduces Industry’s First High-NA EUV Process for Memory Production South Korean semiconductor giant SK Hynix is leading the industry with plans to introduce ASML’s high-NA (numerical aperture) EUV (extreme ultraviolet) lithography equipment for memory production, it has been revealed. High-NA EUV is a next-generation semiconductor manufacturing technology capable of forming finer circuit patterns than conventional EUV. By being the first to introduce this cutting-edge technology, SK Hynix aims to further improve the performance and integration of its memory chips and secure a technological advantage.
10. Instagram Releases Native iPad App After 15 Years After 15 years of service, Instagram has finally released a native application specifically for the iPad. The new app is optimized for the iPad’s larger screen, allowing users to comfortably use Reels, Stories, multitasking, and more, a big improvement for users who have been waiting for years. This is a big improvement for users who have been waiting for a long time. This support is expected to improve the content creation and viewing experience on the iPad.

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