Semiconductor News 20250905

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1. NVIDIA’s Next-Generation AI Chips Enter Final Pre-Production Stage at TSMC JPMorgan reports that all six of NVIDIA’s next-generation Vera Rubin series AI chips have entered the final pre-production stage at TSMC. As the AI market continues to expand rapidly, the collaboration between the two companies will be critical to the future of the industry.
2. Intel Stated that it will use TSMC “Forever” Intel’s CFO has stated that the company will continue to use TSMC’s foundry services “forever”. This statement suggests that Intel is positioning its hybrid strategy of combining in-house manufacturing and outsourcing as a permanent one. The company’s recognition that cooperation with TSMC is essential to its pursuit of cutting-edge technology further underscores the growing division of labor in the semiconductor industry.
3. Japanese Government Demands State Control over Rapidus The Japanese government is reportedly demanding greater state control over Rapidus, which aims to domestically produce next-generation semiconductors, as a condition for providing an additional $672 million in funding. This is believed to be aimed at ensuring that the government is deeply involved in the management of this national project, which is to be funded with a large amount of public money, and that the project will be carried out without fail. This is an important move that indicates the direction of Japan’s semiconductor strategy.
4. Samsung Focuses on 2nm Exynos to Win Back Qualcomm Samsung is reportedly focusing on Exynos, its next-generation mobile processor manufactured with the cutting-edge 2nm process, to win back orders from its major customer Qualcomm. The aim is to demonstrate its technological superiority in order to stay ahead of TSMC, a competitor in the foundry business. The success or failure of this initiative may greatly determine Samsung’s position in the smartphone chip market in the future.
5. China Reportedly Moving Forward to Realize 5nm AI Chips Press reports indicate that China is moving forward to realize 5nm AI chips, with domestic companies reportedly designing (and taping out) new solutions for model learning and AI PCs. This suggests that China is steadily developing its semiconductor technology to become self-sufficient, even under strict U.S. export controls. This move could have long-term implications for the global semiconductor supply chain.
6. AI and Semiconductor Fusion Predicted to Double Market to US$2 Trillion by 2040 At the Tech Forum 2025 in Taiwan, the chairman of semiconductor company Etron predicted that the convergence of AI and semiconductors will double the global market to US$2 trillion by 2040, double its current size. technology advancements are expected to drive demand for semiconductors in all areas from data centers to edge devices, driving sustained growth for the industry as a whole.
7. SK hynix Introduces Industry’s First Commercial High NA EUV Lith ography System SK hynix has introduced the semiconductor industry’s first commercial high-NA (numerical aperture) EUV lithography system at its M16 fab in Icheon, Korea. This state-of-the-art equipment enables the formation of finer circuit patterns and is essential to securing technological leadership in the production of next-generation DRAM and other high-performance memory chips. This move represents a new phase in the semiconductor miniaturization race.
8. Resonac Launches JOINT3 Alliance for Next Generation Semiconductor Development Resonac, a Japanese chemical materials manufacturer, has launched JOINT3, a new international consortium for the development of next generation semiconductor technologies. The alliance includes global semiconductor equipment manufacturers such as Applied Materials, Tokyo Electron, and ASMPT, who will cooperate in the development of panel-level packaging technology, particularly for the integration of chiplets and other components.
9. Global Semiconductor Makers Adopt “China for China” Strategy Amid tightening U.S. export restrictions, semiconductor manufacturers around the world are accelerating their adoption of the “China for China” model, which is focused exclusively on the Chinese market. This strategy is to complete the supply chain from design to manufacturing and sales in China. This represents an increasing fragmentation and regionalization of global supply chains in response to geopolitical risks.
10. Broadcom Forecasts Higher-than-Market Revenue on Strong AI Semiconductor Demand Semiconductor giant Broadcom has announced a higher-than-market revenue forecast for the August-October period of 2025 on the back of strong demand for AI-related semiconductors. This confirms the strength of the overall AI market, as the benefits of the AI boom are not only being felt by NVIDIA, but also by other semiconductor companies involved in networking equipment and custom chips more broadly.

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