Q3 2025 Quarterly Market Insights 2 - Flipbook - Page 13
Renesas
• Renesas reported a GAAP loss of ¥201.3 billion in Q2 ending June 30, 2025, largely driven by a major nonrecurring impairment tied to the Wolfspeed restructuring agreement.
• The company introduced new 650V Gen IV+ GaN FETs designed for high-density power conversion in AI
data centres, industrial systems, charging infrastructures, and 800V HVDC architectures.
• Renesas achieved a technical milestone by taping out 3 nm chips (for automotive applications) designed
out of its India design centres (Noida & Bengaluru) and entering sampling with partner ecosystem.
Samsung
• Samsung earned Nvidia certification for its 12-layer HBM3E memory chips, paving the way for supply to
Nvidia’s AI accelerators, though large-volume orders are expected more in 2026.
• The company struck a chip-supply deal worth US$16.5 billion with Tesla, running through 2033, to
manufacture custom AI chips boosting its foundry business which has faced under-utilisation.
• Samsung has reportedly hiked contract prices for DRAM (especially LPDDR4X, LPDDR5/5X) by up to ~30%
and NAND flash by 5-10% for Q4 2025, due to tighter supply and rising demand.
Siemens
• Siemens Digital Industries Software and TSMC expanded their collaboration to certify Siemens’ EDA tools
(e.g. Solido Simulation Suite, Calibre nmPlatform) for TSMC’s advanced nodes including N3C, N2P, A16 and
3DFabric-type technologies to enable next-gen analog/mixed-signal, RF and 3D IC design.
• Siemens and Samsung Foundry deepened cooperation: new certifications for Siemens’ Calibre, Solido and
Aprisa toolchains across Samsung’s advanced FinFET / MBCFET nodes (from 14nm down through 2nm),
plus joint work on power integrity, analog reliability and silicon photonics.
• Siemens and Rapidus (Japan’s advanced logic startup) teamed up to build a 2 nm process design kit and
reference verification/manufacturing flow using Siemens’ Calibre platform to boost yield and reduce
turnaround time for Rapidus’ future 2nm fabs.
Company Specific Updates
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