Weekly News Bulletin Nov 14, 2025
Weekly Semiconductor Industry News Brief
① Changhong Hi-Tech Invests RMB 100 Million in Memory Chips
On November 7, Changhong Hi-Tech signed a capital increase subscription agreement with Xincun Technology (Wuhan), planning to invest RMB 100 million to subscribe for its shares.
② Hebei Rolls Out Policies Focusing on SiC, GaN and Other Sectors
Hebei Industry and Information Technology Department released the list of proposed supported projects for third-generation semiconductors and new display industries in 2025. Focused on high-end materials including SiC and GaN, the province will boost domestic third-gen semiconductor industry via subsidies, capacity support and industry-university-research collaboration.
③ Powered by TSMC 2nm, AMD Instinct MI400 and Zen 6 EPYC Deliver Great Performance Boost
During Q3 2025 earnings release, AMD CEO Lisa Su confirmed next-gen flagship data center chips, namely 2nm EPYC Venice Zen 6 CPU and Instinct MI400 AI chip, are on track for official launch in 2026.
④ New Wave of Semiconductor Capacity Expansion Underway: Foundry, Packaging and Photoresist Industries Active
Driven by exponentially rising AI chip demand, the semiconductor sector sees frequent capacity expansion moves. Samsung speeds up its Taylor plant construction and secures major chip orders with Tesla; Texas Instruments opens new packaging & test facility in Malacca; Japanese material suppliers ramp up investment in photoresist production. A capacity expansion competition has unfolded across the industry.
⑤ Yangpu District Government of Shanghai Signs Strategic Cooperation with Synopsys
On November 7, Yangpu District Government and Synopsys held a strategic cooperation signing ceremony. The deal marks a new phase of partnership, demonstrating Synopsys’ commitment to long-term development in China and Yangpu District over the past 30 years.
⑥ GlobalFoundries Licenses GaN Manufacturing Technology from TSMC
GlobalFoundries announced a technology licensing agreement with TSMC to introduce 650V and 80V GaN technologies. The move strengthens its presence in power applications targeting data center, industrial and automotive high-power markets.
⑦ Eaton to Acquire Boyd Thermal for USD 9.5 Billion for Data Center Liquid Cooling Layout
Eaton Corporation announced the acquisition of Boyd Thermal, the thermal management business of Boyd Corporation, for approximately USD 9.5 billion. The transaction is expected to close in Q2 2026.
⑧ SoftBank Sells NVIDIA Stake for USD 5.8 Billion to Focus on OpenAI Investment
SoftBank Group completed selling all its NVIDIA shares totaling 32.1 million stocks for around USD 5.8 billion. SoftBank stated the divestment is not due to weak NVIDIA performance, but to raise capital for greater investment in AI, especially OpenAI.
⑨ SK Keyfoundry to Launch SiC Power Semiconductor Foundry Service in H1 Next Year
On November 12, South Korea’s 8-inch pure-play foundry SK Keyfoundry announced accelerated R&D of SiC power semiconductor technology. It has recently acquired SK Powertech, a key player in silicon carbide sector.
⑩ AMD CEO Lisa Su: AI Data Center Market to Exceed USD 1 Trillion by 2030
At AMD’s Investor Day on November 11, Lisa Su delivered an optimistic outlook for AI. She forecasts the AI data center market will surpass USD 1 trillion by 2030 with a CAGR above 40%, compared with roughly USD 200 billion market size in 2025.
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① https://www.dramx.com/News/Memory/20251110-39390.html
② https://www.dramx.com/News/cailiao-shebei/20251110-39393.html
③ https://www.dramx.com/News/made-sealing/20251110-39394.html
④ https://www.dramx.com/News/made-sealing/20251110-39395.html
⑤ https://www.dramx.com/News/IC/20251110-39396.html
⑥ https://www.dramx.com/News/made-sealing/20251111-39400.html
⑦ https://www.dramx.com/News/server/20251111-39402.html
⑧ https://www.dramx.com/News/AI/20251112-39404.html
⑨ https://www.dramx.com/News/cailiao-shebei/20251112-39405.html
⑩ https://www.dramx.com/News/server/20251112-39406.html
