𝗦𝗲𝗺𝗶𝗰𝗼𝗻𝗱𝘂𝗰𝘁𝗼𝗿 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗿𝗼𝗺 𝗔𝗹𝘁𝗮𝗦𝗰𝗶𝗲𝗻𝘁 – Week of September 12, 2025

Outlook: The semiconductor industry continues to show strong momentum, with TSMC extending its growth streak on AI and HPC demand, reinforcing its role as a bellwether even amid geopolitical risks. At the same time, OpenAI’s $10 billion chip initiative with Broadcom highlights a broader trend of AI firms seeking vertical integration, potentially reshaping competition in the supply chain. In India, Tokyo Electron’s new development hub in Bengaluru and the government’s accelerated Semiconductor Mission both underscore India’s rising profile in global chip manufacturing, spanning everything from fabs to advanced packaging. Together, these moves signal an industry balancing near-term growth with long-term structural shifts in technology leadership and supply chain diversification.

Taiwan Semiconductor Extends Growth Streak With Strong August Sales -

TSMC reported strong August sales, continuing its momentum despite global demand uncertainties. Fueled by surging demand for AI and high-performance computing chips. While this momentum underscores TSMC’s position as the industry’s bellwether, risks remain around advanced node yields and ongoing geopolitical uncertainty.

Why Beijing is freezing Nvidia’s access to the Chinese market

• Beijing has prohibited major tech companies in China from buying AI chips from Nvidia, according to a report by the Financial Times. 

• Analysts say that the move reflects growing China’s growing confidence on its domestic semiconductor industry.

• Analysts say the move is also a negotiation tactic as part of broader trade discussions.

OpenAI Spends $10 Billion to Get Into the Chip Business  

OpenAI is investing $10 billion to develop its own chips, working with Broadcom to secure critical supply. This move signals a broader trend toward vertical integration across AI leaders, but also raises questions on execution, cost efficiency, and whether others will follow suit at scale. 

Chip equipment maker Tokyo Electron to set up new Bengaluru development

TEL, which is the fourth largest semiconductor equipment maker, has announced a new development hub in Bengaluru, India. The Tokyo-headquartered company is best known as a supplier of equipment to fabricate integrated circuits (IC), flat panel displays (FPD), and photovoltaic cells.With nearly 21% of the global market share in the coater-developer segment, this will only grow India’s semiconductor industry.

Govt to fast-track next round of India Semiconductor Mission

India will expedite the next round of its Semiconductor Mission to accelerate domestic chip capacity. The initiative is designed to position India as a competitive hub in global semiconductor supply chains. 

Covers the entire semiconductor value chain —

• Wafer fabs (priority, with highest subsidies)

• Compound semiconductors

• Advanced packaging & assembly

• Display fabs

• Capital equipment

• Chemicals & specialty gases

• Fabless design companies

• MSMEs (micro, small, medium enterprises)

Locations have not yet been finalized, but Gujarat and Tamil Nadu remain frontrunners given existing commitments (Micron in Sanand, Tata in Dholera, Vedanta in Dholera).

China opens investigations targeting U.S. chip makers 

• China’s Ministry of Commerce launched an anti-dumping probe focused on analog ICs (interface chips and gate driver chips) imported from the U.S., which could affect companies like Texas Instruments, ON Semiconductor, etc.

• As of September 15th, Barron’s reported Analog Devices with the biggest reduction in the S&P 500 in premarket trading, down 2.6%. This was followed by Texas Instruments, ON Semiconductor and NXP Semiconductors, falling between 2.4% and 1.9% each.

• Separately, China initiated an anti-discrimination investigation into U.S. actions toward China’s semiconductor sector.

• As a result, U.S. chip stocks — especially analog/industrial players — took a hit.

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