Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)
SK Hynix plans to double its sales of high-bandwidth memory chips this year to meet surging AI demand and will boost CAPEX, especially for HBM production. Intel’s new CEO Lip-Bu Tan is shifting from the 18A process to the 14A process to make Intel Foundry Services more competitive and catch up to TSMC. Nvidia’s high-end H20 AI chips sales to China were allowed to resume by the U.S. government, a win that bolsters demand for TSMC’s most advanced manufacturing lines. SK Hynix posted a record Q2 with operating income up 69% to ₩9.2 trillion ($6.7 billion) and revenue up 35%