Q4 2025 Quarterly Market Insights - Flipbook - Page 15
Renesas
• Renesas announced support for an 800 V DC AI data-center architecture with its next-generation
power semiconductors.
• Renesas partnered with India’s Ministry of Electronics & IT to drive semiconductor innovation and
expanded its Bengaluru and Noida offices/R&D hubs.
• Renesas’ expanded Bengaluru facility became its largest site in India, reinforcing its global engineering
footprint and India semiconductor ecosystem role.
Samsung
• Samsung and NVIDIA launched a new AI-powered “megafactory” platform integrating AI into
semiconductor manufacturing with more than 50,000 GPUs.
• Samsung’s advanced 2 nm Gate-All-Around chip production ramped into mass volume, strengthening its
foundry leadership for next-gen AI, mobile and HPC chips.
• Samsung significantly increased contract prices for DDR5 memory chips amid severe supply shortages,
reflecting sharp price trends in the memory market.
Siemens
• Siemens and Samsung C&T launched a global partnership to deliver future-ready infrastructure solutions
across Saudi Arabia, Thailand, and Canada.
• Siemens Digital Industries Software signed a technology partnership with NEC to integrate advanced
robot 3D simulation and digital twin solutions for smart factories worldwide.
• Siemens introduced eHGV electric heavy goods vehicles into its UK and Ireland logistics operations via a
collaboration with Kuehne + Nagel.
Company Specific Updates
15
