In response to rising demand for AI and high-performance computing applications, TSMC has announced plans to accelerate its expansion by constructing eight new fabs and one advanced packaging plant in 2025.

As part of its growth strategy, TSMC is also selling equipment to VSMC for US$71 million to support a new Singapore fab expected to begin production by 2027.

Meanwhile, Nvidia and Qualcomm are evaluating Samsung's 2nm GAA process, which currently has yields between 40% and 50%, with a goal of reaching 60% for volume production.

In the realm of AI, MediaTek and Nvidia are collaborating on a new AI PC platform set for release in 2025, although there are concerns regarding a talent drain as employees transition from MediaTek to Nvidia.

On the regulatory front, Europe is contemplating a ban on Chinese solar inverters, particularly from Huawei and Sungrow, due to cybersecurity concerns, which could increase costs for the solar industry.

Recent developments in the tech and semiconductor sectors from May 12 to May 18, 2025, reveal significant shifts in global dynamics.

Chinese integrated device manufacturers (IDMs) Silan and BYD are gaining market share in the semiconductor sector, ranking sixth and seventh globally, respectively, amid a decline in European company market shares.

China is also aiming to boost its local chip self-sufficiency from under 15% to 25% by 2025, with state initiatives supporting local companies in scaling production of IGBT and SiC technologies.

In terms of lithography technology, China has unveiled a 193nm dry ArF system for domestic DUV lithography equipment, although it still lags behind global standards.

Research into immersion DUV technology is being spearheaded by the Chinese Academy of Sciences and Beijing RSLaser, with unconfirmed reports suggesting a 28nm immersion prototype from SMEE.

Additionally, Samsung Electronics has secured an 8nm foundry order from Nintendo for the anticipated Switch 2, which is expected to ship 15 million units in fiscal 2025, potentially paving the way for future orders from Nvidia and Qualcomm.