Nvidia Semiconductor: Market Surges and All About this Powerful Device

The semiconductor industry is experiencing a fresh wave of momentum as major players expand their global footprint and capitalise on the AI boom.

From Nvidia’s landmark chip deals in South Korea to the United States’ manufacturing expansion and a robust global sales forecast, the sector’s resurgence signals a powerful new phase of technological growth. (hstech)

Nvidia Strikes Major AI Chip Supply Deals with South Korea

In one of the most significant semiconductor moves of 2025, Nvidia has secured large-scale agreements to supply hundreds of thousands of its cutting-edge AI chips — including the powerful Blackwell series — to top South Korean companies such as Samsung, SK Group, and Hyundai.

These deals align with South Korea’s national AI strategy, as the country ramps up efforts to build sovereign AI capabilities. The partnerships will support domestic data centres, autonomous vehicle systems, and AI model training infrastructure.

Industry analysts view this as a strategic win for both sides. South Korea gains reliable access to advanced AI hardware, while Nvidia deepens its dominance in the global AI chip market amid rising competition from AMD and domestic chipmakers like Samsung.

“This partnership cements Nvidia’s position as the backbone of global AI infrastructure,” said a Seoul-based tech analyst. “It’s not just about chips — it’s about shaping the next generation of AI ecosystems.”

TSMC Raises Sales Forecast Amid AI-Driven Demand

Taiwan Semiconductor Manufacturing Co. (TSMC), the world’s largest contract chipmaker, has increased its 2025 sales outlook, now expecting mid-30% revenue growth in US dollar terms. The boost is largely fueled by surging demand for AI chips, data centre processors, and high-performance computing components.

TSMC’s strong outlook comes despite global economic uncertainty and ongoing geopolitical tensions. The company’s diversified client base, which includes Apple, AMD, and Nvidia, continues to drive stable demand for its advanced 3nm and 5nm manufacturing nodes.

The firm’s latest guidance highlights how AI-related chips are transforming semiconductor growth patterns, prompting foundries to accelerate capacity expansion beyond expectations.

Global Semiconductor Sales Hit $208.4 Billion in Q3 2025

According to the Semiconductor Industry Association (SIA), worldwide semiconductor sales reached $208.4 billion in the third quarter of 2025, representing a 15.8% increase from the previous quarter.

The SIA’s data shows strong demand across AI, automotive, and consumer electronics sectors — signaling recovery from the 2023–2024 slowdown. Monthly sales in September alone grew 7.0% month-over-month, showing consistent upward momentum.

The organisation forecasts steady double-digit growth through 2026, driven by AI computing, smart mobility, and energy-efficient chip technologies.

The US Triples Down on Semiconductor Manufacturing

The United States is making rapid progress toward rebuilding its domestic chipmaking capacity. Recent reports from the Semiconductor Industry Association project that the US will triple its semiconductor production capacity by 2032, driven by major investments through the CHIPS and Science Act.

A major highlight this week was Amkor Technology’s groundbreaking ceremony for its new advanced packaging plant in Phoenix, Arizona. This facility will fill a critical gap in the American chip supply chain.

The move strengthens US independence in semiconductor packaging and testing, areas previously dominated by East Asian companies. It also complements large-scale fabs under construction by TSMC, Intel, and Samsung in Arizona, Texas, and Ohio.

Leadership Shake-Up: Valens Semiconductor Appoints New CEO

In corporate news, Valens Semiconductor announced the appointment of Yoram Salinger as its new Chief Executive Officer and a member of the board, effective November 13, 2025.

Valens, known for its high-speed connectivity and video processing chips, announced that the leadership change is aimed at accelerating growth in the automotive and data center markets — two areas experiencing strong demand driven by AI.

China Signals Possible Ease in Export Restrictions

Amid trade tensions and supply chain concerns, China is reportedly preparing to loosen chip export restrictions, particularly those affecting European car manufacturers.

This policy shift could stabilize global semiconductor supply flows and ease pressure on automotive production, which has suffered from chip shortages over the past few years. Analysts suggest that easing restrictions could help China maintain influence in global semiconductor trade while avoiding further diplomatic strain.

The Bigger Picture: A New Phase in Global Chip Dynamics

Taken together, these developments mark a major turning point for the global semiconductor landscape:

• AI is driving record demand for advanced chips, fueling growth across regions.
• Governments are localising production to secure supply chains and reduce geopolitical risk.
• Companies are re-aligning strategies, investing heavily in manufacturing, packaging, and R&D.

The result is a more diversified, competitive, and resilient semiconductor ecosystem, with AI at its core as the primary growth engine.

Key Takeaways