Semiconductor News 20251024

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1. Geopolitical Tensions Over Nexperia Issue Spreads Turmoil in Auto Industry The issue over Nexperia (Ansei semiconductors) is causing widespread ripples in the global auto industry, and the issue over Ansei semiconductors) is causing widespread ripples in the global auto industry, and the issue over Ansei semiconductors) is causing widespread ripples in the global auto industry, and the issue over Nexperia (Ansei semiconductors) between the Dutch and Chinese governments between the Dutch and Chinese governments Despite the fact that talks have been held between the Dutch and Chinese governments, no solution has been found. The issue has led Japanese automakers to warn of the risk of supply disruptions and European companies to prepare for temporary closure of their assembly lines. Serious concerns about the procurement of automotive semiconductors have surfaced with supply shortages in the mature node chip market and Volkswagen (VW) planning to halt production of the Golf.
2. Samsung Unveils HBM4 to Compete with SK Hynix in Next-Generation AI Memory Market Samsung demonstrated its commitment to compete in earnest with SK Hynix and Micron in the memory market for AI data centers by unveiling its next-generation high-performance memory, HBM4, at SEDEX 2025. The HBM4 is a next-generation, high-performance memory. Meanwhile, SK Hynix also exhibited a competing design, and it is reported that “FOMO” (fear of being left behind) is increasing in the overall DRAM market, and SK Hynix is poised to fully benefit from the DRAM demand.
3. DRAM Prices to Continue to Trend Higher in Q4 2025; Leading Memory Makers to Raise Prices up to 30% TrendForce estimates that DRAM prices will continue to trend higher in Q4 2025, with Samsung and SK Hynix reportedly raising memory prices up to 30%. Samsung and SK Hynix will reportedly raise memory prices by up to 30%. The two companies are also in the process of signing long-term supply agreements, and demand from the AI server and high-performance computing (HPC) markets continues to be a key factor driving memory prices higher.
4. Intel Achieves Surprise Turnaround in Q3, Reinforces AI PC Strategy Intel achieved its third-quarter profit target thanks to cost reductions and strategic investments; it was the company’s first turnaround in profitability in seven quarters and is reported as a major reversal for Intel, whose major shareholder is the US government. Intel also reiterated that the yield of its 18A process was not a problem and that 14A development was continuing, pushing forward with its AI PC strategy.
5. TSMC Confident of Stable Rare Earth Supply, but Moving to Reduce Dep endence on China TSMC’s Hou expressed confidence that its rare earth (REE) reserves are stable in the short term, but is moving to reduce its dependence on China. TSMC is also strengthening its leadership in Foundry 2.0, supported by strong AI chip packaging demand, and the president of TSMC’s Japanese subsidiary said that plans for volume production at its first Japanese plant are progressing well.
6. China’s New Five-Year Plan Pushes for Major Investment and Five-Year Plan to Achieve Independence in Semiconductors and AI China has set ambitious goals for semiconductor and AI independence in its new five-year plan, and DRAM giant YMTC’s goal of complete local chip production has raised questions about the feasibility of such a move. On the other hand, Changsha Tech. On the other hand, Changchun Technology is leading a breakthrough in domestically produced power semiconductors through full process control and technological innovation, and Huahong Semiconductor and others have seen their share prices rise sharply as the Four-China Council has set a goal of self-reliance and self-reliance in technology.
7. Tesla’s Next-Generation AI5 Chip to be Manufactured by Samsung and TSMC, Claims 40x Performance Elon Musk claims that Tesla’s new AI5 chip is 40x more powerful than the previous generation AI4. This next generation custom silicon will be manufactured by Samsung and TSMC. Musk’s Starlink has also reportedly asked Samsung to build an AI-powered modem, increasing the importance of Samsung and TSMC in Tesla-related chip development.
8. AI Boom Predicts Golden Age for Taiwan PCB Industry; Integration of Semiconductors and PCBs Advances Taiwanese PCB companies such as ZDT and Unimicron are predicting that the next 10 years will be the industry’s golden age against the backdrop of the AI boom. In addition, Taiwanese companies are poised to take the lead in TGV (Through-Glass Via) process equipment as the integration of semiconductors and PCBs continues.
9. AI ASICs May Surpass GPUs in Semiconductor Market TrendForce forecasts that the growth rate of AI ASICs (application-specific integrated circuits) may surpass that of GPUs for AI by 2026. In addition, OpenAI has adopted a “good match” strategy of sourcing the best chips from multiple chip suppliers to challenge NVIDIA’s dominance, and NVIDIA’s rival Axelera AI has introduced the Europa AI chip, which has intensified competition.
10. TSMC’s 2nm Process Development and Samsung’s Yield Issues Samsung has expressed confidence in its 2nm process development and reported solid progress, while Samsung’s Exynos 2600 continues to have yield issues with its 2nm process, and only It is reported that only 30% of the production may be covered. This makes it unlikely that customers will switch to Samsung even if the possibility of TSMC raising 2nm prices emerges.

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