Semiconductor Industry Latest Developments Summary 2025

1. Advanced Process Nodes & Manufacturing

TSMC's 2nm Breakthrough:
TSMC announced mass production of 2nm chips (N2) by late 2025, with Apple and NVIDIA as first clients. The process promises 30% power efficiency gains over 3nm.

Source: DEYEE TECH

Intel's 18A Progress:
Intel confirmed its 18A (1.8nm equivalent) node is on track for 2024 tape-outs, targeting AI and automotive applications.
Source: DEYEE TECH

2. AI Chip Demand Surge
NVIDIA's Blackwell GPUs:
NVIDIA's next-gen Blackwell architecture GPUs (B100/B200) are oversubscribed, with shipments delayed to Q1 2025 due to CoWoS packaging bottlenecks.
Source: Bloomberg

Custom AI Chips:
Google, Meta, and Amazon are accelerating in-house AI accelerator designs to reduce reliance on NVIDIA.
Source: DEYEE TECH

3. Geopolitical & Supply Chain Shifts
US CHIPS Act Funding:
The Biden administration allocated $6.6B to Samsung for Texas-based fab expansion, aiming to boost US semiconductor production.
Source: DEYEE TECH

China's Export Controls:
China imposed export restrictions on gallium and germanium compounds, critical for compound semiconductors and 5G.
Source: South China Morning Post

4. RISC-V Adoption Accelerates
Qualcomm & Google Collaboration:
Qualcomm unveiled a RISC-V-based wearable chip, while Google plans RISC-V support in Android by 2025.
Source: TechCrunch

5. Sustainability Initiatives
ASML's Green Fab Goals:
ASML aims to reduce EUV lithography energy consumption by 50% by 2030, targeting carbon-neutral chipmaking.

Source: DEYEE TECH

6. Market Trends
Memory Recovery:
DRAM and NAND prices rose 15% QoQ due to AI server demand and production cuts by SK Hynix and Micron.
Source: TrendForce

Key Events to Watch:
SEMICON West 2024 (July 15-18, San Francisco): Focus on AI, advanced packaging, and supply chain resilience.

Samsung Foundry Forum (August 2024): Updates on 2nm roadmap and automotive chips.