## Current News in the Semiconductor Industry This Week ##
① Breaking News! The Cyberspace Administration of China has summoned NVIDIA, and it has been revealed that the H20 chip poses security risks!
On July 31st, the official account "Netinfo China" posted a message this afternoon stating that it had summoned NVIDIA for talks in accordance with the law. Recently, it was revealed that NVIDIA's computing power chips had serious security issues.
② NVIDIA responds to H20 chip backdoor concerns, denies security risks
In response to the inquiry raised by the Cyberspace Administration of China (CAC) regarding the potential "backdoor" security risks of H20 chips, NVIDIA made a formal response late at night on July 31, firmly denying that its chips contain any hidden mechanisms that can be remotely accessed or controlled.
③ Innoscience + NVIDIA, revolutionizing AI data centers with GaN
On August 1st, NVIDIA updated its list of collaborators for its 800V DC power architecture on its official website, with Innovasic, as the only Chinese chip company selected, becoming a core supplier.
④ Over 1.9 billion yuan! Shanghai chip companies plan to invest in new projects
Recently, analog IC manufacturer Awinic Technology announced its intention to issue convertible corporate bonds to unspecified entities, with a total fundraising amount not exceeding RMB 1.901 billion. The funds will be used for the construction of global R&D centers, the research, development, and industrialization of edge AI and supporting chips, in-vehicle chips, and motion control chips.
⑤ Hefei Xinyi Hua's domestic AMHS has been integrated into the third-generation semiconductor production line
On August 1st, according to "Hefei Xinyi Hua", Hefei Xinyi Hua Intelligent Machine Co., Ltd. (hereinafter referred to as "Xinyi Hua Zhi") completed the move-in of the first batch of domestic AMHS equipment at a third-generation semiconductor wafer fab.
⑥ The trial production of the first batch of 8-inch MEMS silicon crystal oscillators for Saiwei Electronics has commenced
On August 1st, Saiwei Electronics announced that recently, a certain MEMS (Micro-Electro-Mechanical Systems) silicon crystal oscillator manufactured by its holding subsidiary, Silex Microsystems Technology (Beijing) Co., Ltd. (hereinafter referred to as "Silex Beijing") through contract manufacturing, had passed customer verification. Silex Beijing received a purchase order from the customer and initiated the small-batch trial production of the first batch of 8-inch MEMS silicon crystal oscillators.
⑦ Three senior executives of Intel's wafer foundry business will retire, and the internal structure will be adjusted
Recently, Intel's foundry business announced that three senior executives will retire in the near future. This personnel change comes at a time when the newly appointed CEO, Liwu Chen, is pushing for comprehensive reforms, which may have a profound impact on the business structure of its technology development department and design technology platform department.
⑧ GlobalFoundries Reaches Agreement with Local Chinese Foundries to Ensure Supply for Mainland Customers
On August 5, 2025, GlobalFoundries announced its financial results for the second quarter of 2025 and simultaneously revealed that it had reached a definitive agreement with a local Chinese wafer foundry, marking a significant step in its "In China, for China" strategy.
⑨ TSMC's 2nm technology secrets leaked! 9 people involved
Recently, semiconductor giant TSMC disclosed that its core confidential information regarding its 2nm advanced process technology chips was suspected to have been leaked. Nine employees involved have been punished, and the relevant investigation has entered the judicial process.
⑩ High-end semiconductor abrasive fluid manufacturer settles in Tianjin Economic-Technological Development Area
According to a report by Tianjin Daily, Sailijian (Tianjin) Crystal Technology Co., Ltd. (hereinafter referred to as Sailijian Technology Company), a joint venture established recently by Tianjin Sailicheng Technology Co., Ltd. and an expert technology research and development team, has completed the registration and settlement procedures in the Modern Industrial Zone of the Economic Development Zone.
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① https://mp.weixin.qq.com/s/XaNDJgs4MP9sIvEI7NPy1w
② https://www.eet-china.com/news/202508014560.html
③ https://mp.weixin.qq.com/s/f8FHdT0-505eZA2BIcVqsg
④ https://www.dramx.com/News/IC/20250804-38894.html
⑤ https://www.dramx.com/News/cailiao-shebei/20250804-38897.html
⑥ https://www.dramx.com/News/made-sealing/20250805-38906.html
⑦ https://www.eet-china.com/news/202508056655.html
⑧ https://www.dramx.com/News/made-sealing/20250806-38908.html
⑨ https://www.eet-china.com/news/202508066177.html
⑩ https://www.dramx.com/News/cailiao-shebei/20250807-38916.html
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