Weekly News Bulletin Aug 08, 2025

① Breaking: Cyberspace Administration of China Summons NVIDIA Over Security Risks of H20 ChipsNews on July 31. Official account Cyberspace China announced that authorities summoned NVIDIA in accordance with the law. Serious security vulnerabilities were recently uncovered in NVIDIA’s computing chips.

② NVIDIA Responds to Backdoor Allegations on H20 Chips, Denies Security RisksLate on July 31, NVIDIA issued an official statement responding to inquiries from the Cyberspace Administration of China regarding potential backdoor risks of H20 chips, firmly denying any hidden mechanisms enabling remote access or control.

③ Innoscience Partners with NVIDIA to Revolutionize AI Data Centers via GaNOn August 1, NVIDIA updated its list of partners for the 800V DC power architecture. Innoscience became the only Chinese chip enterprise among core suppliers.

④ Shanghai Chip Firm Plans New Projects with Over RMB 1.9 Billion InvestmentAnalog IC developer Awat Electronics announced a plan to issue convertible bonds to raise up to RMB 1.901 billion. Funds will support a global R&D center, edge AI chips, automotive chips and motion control chip R&D and industrialization.

⑤ Hefei Xinyihua Domestic AMHS Deployed to Wide Bandgap Semiconductor FabAccording to Hefei Xinyihua, the firm has completed delivery of the first batch of domestic AMHS equipment to a third-generation semiconductor wafer fab on August 1.

⑥ Silex Microsystems Begins Trial Production of 8-inch Wafers for MEMS Silicon OscillatorsOn August 1, Sino-Microelectronics issued an announcement. Its subsidiary Silex Beijing received customer orders after MEMS silicon oscillator products passed verification and launched small-batch trial production of related 8-inch wafers.

⑦ Three Senior Executives of Intel Foundry Services to Retire Amid Internal RestructuringIntel Foundry Services announced the upcoming retirement of three senior managers. The personnel change takes place as new CEO Lip-Bu Tan pushes comprehensive reforms and may reshape technical development and design platform divisions.

⑧ GlobalFoundries Strikes Deal with Domestic Chinese Wafer Fab to Secure Supply for Local ClientsGlobalFoundries released its Q2 2025 financial report on August 5 and announced a definitive agreement with a local Chinese foundry, a key move under its "In China, For China" strategy.

⑨ TSMC 2nm Confidential Information Leaked; Nine People InvolvedTSMC revealed suspected leakage of core confidential data for its advanced 2nm process. Nine involved employees have been penalized and the case has entered judicial proceedings.

⑩ Advanced Semiconductor Slurry Maker Settles in Tianjin Economic-Technological Development AreaAs reported by Tianjin Daily, Sailijian (Tianjin) Crystal Technology Co., Ltd., a joint venture between Tianjin Sailicheng Technology and an expert R&D team, completed registration in the development zone.

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