Semiconductor News 20251007

Main News

1. AMD and OpenAI Announce Major Strategic Alliance for AI OpenAI and AMD have announced a strategic alliance and plan to deploy a total of 6 gigawatts of AMD Instinct GPUs for AI infrastructure. The partnership signals strong expectations for the next generation of Instinct MI450 AI GPUs, starting with 1 GW of MI450 chips in the second half of 2026, with AMD potentially offering over $30 billion in equity to sweeten the deal. The move is expected to further heat up AI fever in the market and spark fierce competition from NVIDIA.
2. Nvidia’s Investment in Intel Raises Concerns for PC Supply Chain Nvidia’s investment in Intel has raised concerns for the PC supply chain, with Acer’s CEO stressing that a deal between NVIDIA and Intel for x86 CPUs could cause “operational headaches “** for the PC brand. Acer’s CEO emphasized that a deal between NVIDIA and Intel for x86 CPUs could cause **”operational headaches “** for the PC brand.
3. In Response to SK Hynix’s Global Expansion Plans, an Indian State Proposes Investment As SK Hynix moves forward with its global expansion plans, an Indian state has proposed an investment in the company. This is part of the semiconductor manufacturer’s move to diversify and expand its global manufacturing footprint.
4. Semiconductor Market, AI Bubble Tightens Supply of DRAM and NAND Flash The AI boom, especially the AI bubble, has tightened supply of NAND flash and DRAM. openAI has reportedly signed contracts for 900,000 DRAM wafers per month, which indicates large investments in AI infrastructure and rising demand. The semiconductor market in August 2025 was $64.9 billion, up 22% from the same month a year earlier.
5. Possible Alliance Between Intel and AMD Could Reshape the Composition of the Semiconductor Industry The possibility of an alliance between Intel and AMD has emerged, which, if realized, could significantly reshape the composition of the entire semiconductor industry.
6. TSMC Solidifies its Solid Position in the 1.4-nanometer Market, while Intel is RetreatingTSMC is maintaining its solid position in the race to miniaturize semiconductors as the 1.4-nanometer process is in full swing. On the other hand, its rival Intel has cut off its retreat in the technology race and is now fighting for market share.
7. Gold and Copper Prices Soar as Trump Policies Shake Up Global Supply Chains Gold and copper prices are soaring as a result of Donald Trump’s policies disrupting global supply chains. The semiconductor sector has also seen increased demand for copper in advanced packaging and interconnects.
8. Apple Considers John Tarnas, Head of Hardware, as Candidate to Replace Tim Cook In Apple’s reorganization, Head of Hardware John Tarnas is considered one of the leading candidates to succeed CEO Tim Cook in the long term.
9. Amcor Begins Construction of Packaging Facility in Arizona Near TSMC Semiconductor packaging company Amcor has begun construction of a new packaging facility in Arizona near TSMC’s plant. This is a move to strengthen the semiconductor supply chain in the U.S., particularly in the back-end process.
10. Japan to Apply Export Restrictions to Machine Tools, Semiconductors, and Other Items Worth 4.6 Trillion Yen The Japanese government will apply export restrictions (obligation to confirm military diversion) to machine tools, semiconductors, and other items worth a total of 4.6 trillion yen that are feared to be diverted for military use starting on January 9. This is a measure to prevent the international proliferation of advanced technology from a security perspective.

News List