Weekly News Bulletin Sep 19, 2025

Weekly Semiconductor Industry News Brief

① Kioxia Partners with NVIDIA to Develop Ultra-High-Speed AI SSD with 100x Faster Read Speed

Kioxia announced cooperation with NVIDIA to develop a new solid-state drive tailored for generative AI servers, which is expected to be commercially available before 2027.

② GIGABYTE Cooperates with V-COLOR to Launch Innovative OLED-Equipped Overclocking Memory

In September 2025, Taipei. Global memory brand V-COLOR released XFinity+, the world’s first DDR5 memory module with built-in OLED. First showcased at COMPUTEX 2025, it realizes breakthroughs in performance visualization, system diagnosis and personalized customization for overclocking enthusiasts and high-performance users.

③ Daheng Technology Plans to Invest RMB 600 Million to Establish Semiconductor Subsidiary in Shanghai

Daheng Technology announced plans to set up a wholly-owned subsidiary Shanghai Xinheng Xinrui Technology Co., Ltd. in Shanghai with RMB 600 million of internal funds, focusing on semiconductor auxiliary equipment.

④ Pengkan Semiconductor’s TS-PON Gen2 Chip Restructures Underlying Communication Architecture for Smart Vehicles and Robots

On September 10, Dr. Zhang Lu, Co-founder and COO of Pengkan Semiconductor, was interviewed. He introduced TS-PON Gen2 chip, the company’s latest achievement for automotive optical communication, as well as its future technology roadmap.

⑤ Intel Completes Sale of Majority Stake in Altera

On September 12, 2025, Intel announced the completion of selling a 51% controlling stake in its programmable chip business Altera to private equity firm Silver Lake for approximately USD 3.3 billion.

⑥ Amlogic Plans RMB 316 Million Acquisition of 100% Equity in Xinmaiwei to Expand Wireless Communication Chip Business

On the evening of September 15, Amlogic announced the plan to fully acquire Xinmaiwei Semiconductor (Jiaxing) Co., Ltd. via cash transaction with a total consideration of RMB 316 million.

⑦ Puyan Co., Ltd. Intends to Acquire High-Performance 2D NAND Chip Firm SHM

On September 15, Puyan disclosed the acquisition plan for controlling shares in Zhuhai Nuoya Changtian Storage Technology. After the transaction, the company will indirectly fully own Hong Kong semiconductor enterprise SkyHigh Memory Limited (SHM) and consolidate both entities.

⑧ MediaTek and TSMC Roll Out 2nm SoC, Mass Production Scheduled for End of 2026

On September 16, 2025, MediaTek confirmed its first flagship SoC fabricated on TSMC’s 2nm process has taped out. The chip is set for mass production and market launch by late 2026.

⑨ Opportunities and Challenges Facing 2nm Advanced Process Chips

Japanese chipmaker Rapidus published an article titled Challenges of 2nm Semiconductors: Exploring Rapidus’ Technological Breakthroughs on its official website, elaborating on the necessity of 2nm chips in the AI era and the company’s relevant layout.

⑩ NVIDIA Seeks Higher HBM4 Specifications; SK Hynix Expected to Remain Top Supplier in 2026

According to TrendForce, to match AMD’s upcoming MI450 Helios platform in 2026, NVIDIA requests component suppliers for Vera Rubin server racks to upgrade specifications, requiring HBM4 to achieve 10Gbps speed per pin.

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① https://www.dramx.com/News/made-sealing/20250815-38963.html

② https://www.dramx.com/News/made-sealing/20250815-38960.html

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④ https://mp.weixin.qq.com/s/AMRra8z_FPPdwMeKKYut_w

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⑥ https://mp.weixin.qq.com/s/GyfD2fRAwP4iEkK5-iMnLA

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