RE383 Monthly Market Insights - August 2025 1 - Flipbook - Page 4
Company Specific Updates
AMD
• AMD’s unreleased Ryzen 5 5500X3D, a budget Zen 3 chip exclusive to Latin America, has surfaced on
Geekbench showing a 12% multi-core uplift over the standard 5500 thanks to 3D V-Cache, effectively
transforming a once underwhelming processor into a surprisingly well-rounded contender for both
gaming and productivity.
• Nvidia and AMD will surrender 15% of their China chip revenues to secure U.S. export licenses for
AI processors, but Beijing’s state media blasted the deal by warning the H20 chips are insecure
“backdoored” technology, underscoring how Washington’s revenue grab may fuel China’s push for
semiconductor independence.
• AMD’s Radeon GPU market share has collapsed to just 6% despite the launch of its RX 9070 XT, as
inflated retail prices, weaker ray tracing and AI features, and Nvidia’s dominant availability leave Team
Red struggling while Nvidia commands a staggering 94% of the graphics market.
Infineon
• Infineon has partnered with Nvidia to supply 800V high-voltage power semiconductors for AI data
centres, leveraging its wide-bandgap expertise to push efficiency above 94% and positioning itself to
surpass €1 billion in AI-related revenues within two years.
• Infineon has completed its US$2.5 billion acquisition of Marvell’s Automotive Ethernet business,
bolstering its leadership in automotive semiconductors, securing a US$4 billion design-win pipeline
through 2030, and expanding into emerging markets like software-defined vehicles and humanoid
robotics.
• Infineon has fully switched its Villach semiconductor plant in Austria to on-site green hydrogen,
using a 2MW Linde electrolyser powered by renewables to generate 290 tonnes of ultra-pure H₂
annually, eliminating fossil-based supply and cutting supply chain emissions while advancing its
CO₂ neutrality goals.
Intel
• SK Hynix has officially taken full control of Intel’s Dalian NAND flash and SSD plant, completing
the transition from Intel ownership, consolidating its brand in China, and positioning the facility as
a central hub in SK Hynix’s memory supply chain amid tightening U.S. export controls.
• Intel shares rose nearly 6% even as President Trump floated semiconductor tariffs of up to 300%,
driven by speculation that the administration could take a stake in the company to fund next-gen chip
development, potentially positioning Intel as a “hero customer” amid broader industry headwinds.
• The U.S. government has converted part of Intel’s CHIPS Act grant into a 10% equity stake, securing
domestic semiconductor production, aligning national security with corporate strategy, and signalling a
long-term commitment to American technological independence and AI leadership.
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