Semiconductor News 20251030

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1. NVIDIA Becomes First Company in History with $5 Trillion Market Cap NVIDIA became the first company in history to surpass $5 trillion in market capitalization after a major announcement at GTC 2025. This was achieved amid a broad-based rally in semiconductor stocks, as Jensen and his team continued to drive the AI boom. The company reportedly projected $500 billion in GPU sales from Blackwell and Rubin, although the CEO later admitted that he had “misspoken” about this figure, and the actual number turned out to be much lower. However, the size of this figure and the market capitalization achieved demonstrate NVIDIA’s dominant position in the AI market.
2. SK Hynix Posts Record Third-Quarter Profit, Accelerates HBM4 Development SK Hynix achieved record third-quarter earnings (profit) on the back of surging AI demand. The company continues to make rapid progress in the semiconductor memory market for AI, and its next focus is on HBM4 development. The company is also strengthening its support for AI infrastructure by introducing a new NAND line with Hybrid Bonding Fabric (HBF) for AI. This performance is highlighted by increased capital expenditures (CAPEX) and a significant market outlook for 2026.
3. Apple Suppliers Skyworks and Qorvo Merge to Restructure the U.S. RF Chip Industry Skyworks and Qorvo, two of Apple’s major suppliers, have partnered to create a $22 billion U.S. RF chip giant through a merger. The alliance marks a new phase in the reorganization of the U.S. semiconductor industry and is being watched as a move that will significantly reshape the power structure of the RF (radio frequency) chip market.
4. Samsung Secures Order for Tesla AI5 Chips; Improved 3nm Yield Boosts Profit Out look Samsung has secured a manufacturing order for Tesla’s AI5 chips. This was made possible by improved yields on the company’s 3nm process technology, which in turn boosted Samsung’s profit outlook. In addition, orders from key customers such as Apple and Tesla have also helped Samsung’s recovery.
5. TSMC Promotes U.S. Chip Self-Sufficiency, Japan Commits US$550 Billion to Energy TSMC is leading the movement to promote chip self-sufficiency in the United States. In parallel, the Japanese government has made a major US$550 billion commitment to energy infrastructure. This reflects a move to strengthen the global supply chain and massive strategic investments in critical technologies and infrastructure.
6. Qualcomm Launches New AI Chip to Challenge Nvidia in Cloud Market Qualcomm has entered the race to challenge Nvidia in the cloud market by launching a new AI chip. This signals increased competition in the AI accelerator market and suggests that Qualcomm aims to become a major player not only in the mobile space, but also in the data center/cloud infrastructure space.
7. Microsoft Achieves Record Profits in July-September, Cloud Business Contributes Significantly Microsoft has reported record profits for the first quarter of fiscal year 2026 (July-September). This strong performance was mainly driven by a 40% increase in revenue from the Cloud division (Azure), which also benefited from reorganization and restructuring.
8. U. S. Startup Substrate Announces X-ray Lithography Technology to Compete with ASML U.S. chip startup Substrate has declared that it will develop a new X-ray lithography technology and end the U.S. dependence on ASML in the Netherlands. The new technology has the potential to increase competition in the lithography market, a move that has TSMC in its sights for the future.
9. Intel Moves Assembly and Test Processes to Vietnam, Plans to Recruit Technical Talent Intel is moving forward with plans to move its semiconductor assembly and test processes to Vietnam, and plans to recruit local technical personnel accordingly. This is seen as a strategic move to diversify its manufacturing capabilities and strengthen its supply chain.
10. LPDDR5X may be responsible for smartphone price increases in 2026 Analysts cite the adoption of LPDDR5X memory as a factor in smartphone price increases in 2026. This indicates that the cost of the higher-performance memory standard will be passed on to end-product prices, and the industry as a whole is transitioning to the new generation of memory, particularly as China’s CXMT began volume production of LPDDR5X in May and is evaluating the high-speed version with customers.

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