Semiconductor News 20251027

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1. CXMT and Huawei Collaborate on HBM3 to Strengthen China’s AI Supply Chain China’s CXMT has shipped HBM3 samples to Huawei that have the potential to eliminate a major bottleneck in the domestic AI supply chain. This collaboration comes as China aims to make a quantum leap in AI memory by 2026, and is an important step in accelerating the country’s independence in its own semiconductor technology, especially in advanced memory, under US sanctions.
2. TSMC Declares Undefeated in NVIDIA vs. ASIC War TSMC says that it will always win in a technology competition structure like the “NVIDIA vs. ASIC war”. The reason for this is that customers on both sides, whether GPU giants like NVIDIA or customers developing ASICs, will always go to TSMC for chip manufacturing (foundry orders).
3. TSMC Warns of Future Rare Earth Supply Risks Officials at TSMC indicated that the “rare earth” supply chain situation is stable in the short term. However, they strongly warned that the supply chain could be at risk in the future if the related restrictive measures continue. This highlights the geopolitical challenges to ensuring continued stability in semiconductor manufacturing.
4. Xiaomi’s “Cost Performance” Shaken by Surge in Memory Prices Xiaomi claimed that the problems surrounding the pricing of its latest model, the K90, were caused by a surge in flash storage prices, but shortly after that, the company announced a discount, which caused confusion. This situation indicates that Xiaomi’s “cost performance” strategy, which had been one of its strengths, is being shaken by the “memory price spike,” and Samsung and other companies are also struggling with increasing memory costs.
5. M6 iPad Pro to be First with Vapor Chamber to Lift Thermal Limitations The next-generation M6 iPad Pro could reportedly be Apple’s first tablet to feature a vapor chamber to improve cooling performance. This improvement is expected to lift the thermal restrictions imposed on the chipset and maximize the performance of the M6 chipset.
6. AMD Achieves Quantum Computing Milestone on Standard Chip AMD has successfully run IBM’s error correction algorithm on a standard chip, surpassing NVIDIA in a key milestone in quantum computing at this time. This shows that it is possible to demonstrate quantum error correction using existing standard semiconductor technology without relying on specific quantum hardware.
7. Intel’s Advanced Packaging, Key to Restoring U.S. Silicon Dominance A perspective is presented on whether the advanced packaging technology advanced by Intel could be the answer for the U.S. to regain its dominant position in silicon manufacturing. This suggests that not only miniaturization technologies, but also back-end technologies such as chip stacking can provide important strategic advantages in the semiconductor competition among nations.
8. ROHM Introduces Quantum Technology to Dramatically Reduce Semiconductor Testing Time Losses ROHM has introduced quantum technology to its semiconductor testing process on a full-scale basis. As a result of the introduction of this technology, ROHM has succeeded in drastically reducing the time loss required for testing. This is a concrete example of the application of advanced technology by a domestic company, and has the potential to significantly improve quality control and efficiency in semiconductor manufacturing.
9. Semiconductor Human Resource Development in Hokkaido Prompted by the Expansion of Rapidus Following the entry of Rapidus, a major semiconductor manufacturing company, there is an accelerating movement in Hokkaido, led by technical colleges and universities, to establish industry-government-academia centers for the development of semiconductor-related human resources. This is part of Japan’s strategy to revitalize its semiconductor industry, and indicates that the local community is working together to develop the infrastructure for a continuous supply of the specialized engineers that will be needed in the future.
10. Fujifilm Competing with Samsung for the Position of “TSMC of Pharmaceuticals ” Fujifilm is in fierce competition with Samsung Biologics to establish itself as the “TSMC of Pharmaceuticals” in the field of contract drug manufacturing and development (CDMO). In this competition, Fujifilm’s trump card reportedly lies in Toyama, where the contract manufacturing model, similar to that seen in semiconductor manufacturing, is also a major competitive axis in the pharmaceutical field.

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