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Beige Paper

Industry News

16 Jul 2025

By msn

Nvidia to boost H20 chip sales to China after US export restrictions ease

BEIJING/SHANGHAI (Reuters) -Nvidia will ramp up supply of Chinese-compliant H20 chips in the coming months and look to bring more advanced semiconductors to the world's second-largest technology market, Chief Executive Jensen Huang said at an event in Beijing.

15 Jul 2025

By Air Liquide News

Air Liquide invests to strengthen supply for the growing U.S. semiconductor industry

Air Liquide has announced an investment exceeding 50 million USD to build an additional gas production plant at the site of one of the world’s leading semiconductor manufacturers in the Southeastern United States. This strategic investment underscores Air Liquide's long-term commitment to supporting the rapidly growing U.S. semiconductor market and reinforces its position as a leading supplier to this crucial industry.

14 Jul 2025

By The Business Times

BYD aims to triple Saudi footprint after Tesla enters market

[RIYADH] Chinese automaker BYD plans to ramp up its expansion efforts in Saudi Arabia, building on momentum from Tesla’s launch in the country and capitalising on the kingdom’s push to become a new hub for electric cars.

BYD, which launched in Saudi Arabia last year and currently runs three showrooms there, aims to open another seven locations by the second half of 2026, according to Jerome Saigot, managing director for Saudi Arabia.

12 Jul 2025

By Digitimes Asia

Japan's OSAT firms unite to cut costs and reclaim industry ground

Japan's outsourced semiconductor assembly and test (OSAT) industry, long composed of small, regional firms with limited resources, is making a rare push for collective strength. In April 2025, approximately 30 companies formed a collective, the Japan OSAT Alliance, to strengthen their position in the industry.

8 Jul 2025

By GlobalFoundries Press Release

GlobalFoundries to Acquire MIPS to Accelerate AI and Compute Capabilities

Acquisition will expand GF portfolio with cutting-edge RISC-V processor IP and software tools for real-time computing in autonomous mobility, industrial automation, datacenter and intelligent edge applications.

MALTA, N.Y. and SAN JOSE, Calif., July 08, 2025 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced a definitive agreement to acquire MIPS, a leading supplier of AI and processor IP. This strategic acquisition will expand GF’s portfolio of customizable IP offerings, allowing it to further differentiate its process technologies with IP and software capabilities.

4 Jul 2025

By Taipei Times

TSMC to phase out its gallium nitride business

Taiwan Semiconductor Manufacturing Co (TSMC, 台積電) yesterday in a statement said that it would phase out its compound semiconductor gallium nitride (GaN) business over the next two years, citing market dynamics.

The decision would not affect its financial targets announced previously, the world’s biggest contract chipmaker said.

“We are working closely with our customers to ensure a smooth transition and remain committed to meeting their needs during this period,” it said. “Our focus continues to be on delivering sustained value to our partners and the market.”

2 Jul 2025

By Business Korea

Samsung Electronics Restarts Pyeongtaek P5 Project After Two-year Hiatus

Samsung Electronics is drawing attention as it weighs restarting construction of its state‑of‑the‑art Pyeongtaek Plant 5, or P5, after a two‑year pause. The company's recent improvements in high‑bandwidth memory (HBM) and next‑generation DRAM technologies and the prospect of explosive growth in the AI chip market over the next few years have reportedly prompted plans for fresh domestic capital spending.

According to industry sources on July 1, Samsung executives are in close talks on restarting both construction and investment at P5. Some staff members have already been dispatched to the site to reorganize construction materials, effectively getting work under way. Industry watchers expect heavy equipment to be fully deployed at the location as early as October.

1 Jul 2025

By semi

SEMI and TechSearch International Release 2025

MILPITAS, Calif. – July 1, 2025 – SEMI and TechSearch International today announced the release of the 2025 edition of the Worldwide Semiconductor Assembly & Test Facility Database, the industry’s most comprehensive resource tracking global assembly and test sites operated by integrated device manufacturers (IDMs) and outsourced semiconductor assembly and test providers (OSATs).

The Worldwide Assembly & Test Facility Database remains an indispensable tool for mapping the global semiconductor supply chain, identifying new capacity, and tracking technology adoption across regions. The 2025 report’s expanded content and improved structure further strengthen its value for industry stakeholders seeking actionable intelligence in a rapidly evolving market.

30 Jun 2025

By Onto Innovation Press Release

Onto Innovation Announces Agreement to Acquire Semilab International’s Materials Analysis Business

WILMINGTON, Mass.--(BUSINESS WIRE)-- Onto Innovation Inc. (NYSE: ONTO) today announced that it has entered into a definitive agreement to acquire the materials analysis business of Semilab International for $475 million in cash and 706,215 shares of Onto Innovation common stock. Based on the closing price of Onto Innovation’s common stock on June 27, 2025, the total transaction value is approximately $545 million.

30 Jun 2025

By CATL News

CATL and Partners Break Ground on US$6 Billion Battery Integration Project in Indonesia

Spanning over 2,000 hectares, the Indonesia Battery Integration Project, with a planned investment of nearly USD 6 billion, covers the full battery value chain including nickel mining and processing, battery materials and battery recycling at the FHT Industrial Park of East Halmahera, North Maluku Province, and battery manufacturing in Artha Industrial Hill (AIH) and KNIC of Karawang, West Java Province.

The battery plant in Karawang will deliver an annual capacity of 6.9 GWh in the first phase. By applying CATL's Lighthouse Factory and Extreme Manufacturing experience, the plant will ensure efficient production of high-quality battery cells and modules to accelerate e-mobility and energy transition efforts in Indonesia and the world.

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