Weekly News Bulletin Aug 29, 2025

Weekly Semiconductor Industry News Brief

① Breakthrough for Domestic Storage Controllers: Konsemi Showcases Full-Stack Self-Developed Achievements

ELEXCON 2025, the 22nd Shenzhen International Electronics & Embedded Exhibition, will run from August 26 to 28 at Shenzhen Convention & Exhibition Center (Futian). Hefei Konsemi Storage Technology, a leading domestic embedded storage controller chip designer with full-stack independent R&D capability (Booth: 1Q26), will display its self-developed high-end storage controller chips and modules, alongside terminal demo devices equipped with in-house chips, demonstrating its technical strength and commercial progress in AIoT and embedded storage.

② Mass Production Breakthrough Achieved for SiC Optical Waveguides; Cost Expected to Drop to RMB 650 Per Wafer

Moldnano has secured new progress in silicon carbide optical waveguide technology.

The company published research results of its 2nd-generation SiC optical waveguide in the optical journal eLight. Moldnano estimates the cost of SiC optical waveguides could fall to roughly RMB 650. The technology has been supplied to multiple leading industrial players.

③ SK Hynix Commences Mass Production of 321-Layer QLC NAND Flash

On August 25, 2025, SK Hynix announced it had developed and started mass production of 321-layer 2Tb QLC NAND flash products.

④ U.S. Government to Invest USD 8.9 Billion in Intel

Intel announced an agreement with the Trump administration on August 22, under which the U.S. government will invest USD 8.9 billion in Intel common stock.

⑤ NVIDIA Unveils Jetson Thor, New-Generation Robot Supercomputer

NVIDIA officially launched its latest edge computing platform for robotics, Jetson Thor, on August 25, 2025, and demonstrated innovative applications from multiple partners at the Taiwan Automation Intelligence and Robot Show.

⑥ Malaysia Launches MARS1000, Its First Domestically Developed Edge AI Chip

Malaysia’s semiconductor sector achieved a historic milestone. Kuala Lumpur-based chip designer SkyeChip released MARS1000, the country’s first self-developed edge AI chip, on August 25, 2025.

⑦ China’s First Hybrid SiC Product Goes into Mass Production

XPeng Motors and United Nova Technology (UNT) jointly announced the successful mass production of China’s first hybrid silicon carbide product, opening new avenues for performance improvement and cost reduction of new energy vehicles.

⑧ Cambricon Releases Latest Financial Report; Revenue Surges 4,347%

On the evening of August 26, Cambricon unveiled its 2025 half-year results. The firm posted operating revenue of RMB 2.881 billion in H1 2025, up 4,347.82% year-on-year, and achieved positive net profit attributable to parent after reporting losses previously.

⑨ SK Hynix Begins Shipping Industry-First High-Efficiency Heat Dissipation Mobile DRAM with New Material

On August 28, 2025, SK Hynix announced it had completed development and begun delivering the industry’s first high-efficiency thermal management mobile DRAM adopting High-K EMC materials.

⑩ STMicroelectronics: Local Innovation Powers Global Automotive Chip Ecosystem

STMicroelectronics held a media open day in Shanghai on August 5, 2025. The global semiconductor giant showcased cutting-edge automotive chip technologies. Senior executives outlined its localized development blueprint after 40 years of operations in China.

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① https://www.dramx.com/News/Memory/20250822-39007.html

② https://mp.weixin.qq.com/s/oJmAMZdGDUlfzsQBN8Tf_w

③ https://www.dramx.com/News/Memory/20250825-38995.html

④ https://www.dramx.com/News/made-sealing/20250825-38997.html

⑤ https://www.dramx.com/News/AI/20250825-38998.html

⑥ https://www.dramx.com/News/AI/20250826-39006.html

⑦ https://www.dramx.com/News/cailiao-shebei/20250826-39002.html

⑧ https://www.dramx.com/News/AI/20250827-39012.html

⑨ https://www.dramx.com/News/Memory/20250828-39016.html

⑩ https://www.eet-china.com/mp/a433226.html