Semiconductor News 20251020

Main News

1. Apple Prepares to Launch Touchscreen MacBook Pro, Possibly Integrating Mac and iPad Experiences Apple is preparing to launch a MacBook Pro with a touchscreen in the future, a major change in its Mac product lineup The move is part of the company’s efforts to expand its Mac and iPad lineups. The move, which could integrate the Mac and iPad experiences, is expected to upgrade to OLED display technology and the next-generation M6 chipset.
2. Intel to Start Mass Production of First MPUs to be Built on “18A” by the End of 25 Intel plans to begin mass production of its first microprocessor units (MPUs) to be built on “18A,” its most advanced manufacturing process, by the end of 2025. This is an important step for Intel to regain competitiveness in leading-edge nodes and to strengthen its foundry business (IFS), aiming to regain technological leadership in the semiconductor industry.
3. ‘Some of these AI deals look a little fish y ‘: Anthropic CEO Dario Amodei Says Companies May Be ‘Double-Counting’ Investments Anthropic CEO Dario Amodei expressed concern that some of the investment deals in the AI industry He expressed concern that some investment transactions in the AI industry are “a little bit fishy”. He warned of transparency issues in the heated financing environment of the AI sector, noting that companies may be “double-counting” their investments, making investments in other companies appear as if they were their own progress in AI development.
4. Intel Partners with NVIDIA’s Blackwell Ecosystem on “Hybrid ” Rack Scale AI Platform to Find a Way Forward for its AI Chips Intel has partnered with NVIDIA’s Blackwell ecosystem on a “hybrid” rack scale AI platform to find a way to bring its AI chips to life. This strategic partnership aims to strengthen Intel’s presence in the AI market and leverage NVIDIA’s dominant infrastructure to expand adoption opportunities for its products.
5. NVIDIA’ s “Vendor Finance” and Risks for AI Stocks NVIDIA’s practice of providing funding to customers, known as “vendor finance,” has been highlighted as a risk factor in the valuation of AI-related stocks. This practice provides long-term payment deferrals to customers, raising questions in the market about the possibility that NVIDIA’s earnings are supported by substantial financial support rather than pure demand.
6. Qualcomm is taking two steps to take the lead in AI agents Qualcomm is taking two steps to take the lead in AI agents and show that it is ready to take on competitors such as Apple Qualcomm, as the leader in the mobile chipset market, is aiming to secure a leading position in the next-generation personal computing experience by enhancing its on-device AI processing capabilities. By enhancing its on-device AI processing (on-device AI) capabilities, Qualcomm aims to ensure its dominance in the next generation of personal computing experiences.
7. Behind the Silicon Curtain: China’s Technology Illusion Collapses The illusion of technological growth in China’s high-tech industry, especially in areas such as Shenzhen, is collapsing despite massive subsidies. This article highlights the ongoing technology decoupling between the U.S. and China and the structural challenges China faces in achieving semiconductor self-sufficiency.
8. Telangana State Offers 80% Subsidy and Highly Technical Talent Pool to Taiwanese Ch ipmakers The Indian state of Telangana (Hyderabad) is offering a subsidy of up to 80% of factory construction costs and a highly skilled technical talent pool to attract Taiwanese chipmakers. This indicates that India is actively offering incentives to become a major semiconductor manufacturing center in response to the global trend toward supply chain diversification.
9. A management dispute has erupted at Nexperia’s Ansei Semiconductor plant, a 49.7 billion yuan semiconductor giant. The company has shifted to a “four-day workweek and one-day off” system. Anze China has stated that employees have the right to refuse to accept instructions from outside parties that have not been authorized.
10. Intel CEO Lip-Bu Tan Meets with Saudi Officials to Discuss Potential Chip Alliance Intel CEO Lip-Bu Tan met with Saudi officials to discuss a potential partnership in chip manufacturing. This suggests that Intel may be seeking collaboration to restore competitiveness in semiconductor manufacturing technology through significant investment from Saudi Arabia and other Gulf capitals.

News List