Growth, Investment, and Security Risks
The semiconductor industry saw strong momentum this week, with global chip sales up 27% year-over-year and major companies like Nvidia preparing to resume sales in China, lifting overall market confidence. Government support is also growing. Japan announced a $2.4 billion fund to train a domestic semiconductor workforce, while Air Liquide is expanding its U.S. investments to strengthen the supply chain. These developments reflect the sector’s continued growth, driven by demand in AI, advanced computing, and industrial applications.
At the same time, risks remain. Cybersecurity researchers reported multiple China-linked espionage campaigns targeting Taiwan’s semiconductor sector, highlighting vulnerabilities in the industry’s digital infrastructure. Meanwhile, companies like SolarEdge are seeing positive market reactions, signaling renewed investor interest in niche semiconductor segments. Overall, this week’s news reflects both the industry’s accelerating momentum and the growing complexity of the global chip landscape.
Chip Industry Week in Review: Expansion, Investment, and Innovation
This week's roundup from SemiEngineering covers developments in advanced packaging, AI hardware, and global chip production. Notable highlights include new partnerships and evolving strategies to meet soaring demand across sectors.
Semiconductor Stocks Surge as Nvidia Eyes China Sales Resumption
Chip stocks climbed after news broke that Nvidia is preparing to resume some sales in China. The move comes amid shifting U.S. export restrictions and strong demand for AI processors.
Global Semiconductor Sales Rise 27.0% in May
According to the SIA, global semiconductor sales grew by 27% year-over-year in May 2025. Strong AI and computing demand helped fuel this growth across nearly all major markets.
Japan Plans $2.4 Billion Fund to Secure Semiconductor Workforce
The Japanese government is creating a new ¥385 billion ($2.4B) fund aimed at training workers for the country’s growing semiconductor sector. This comes amid a broader push for domestic chip resilience.
Chinese Cyberattacks Target Taiwan’s Semiconductor Industry
Security researchers say Chinese state-sponsored actors have launched three espionage focused cyber campaigns targeting Taiwan’s semiconductor sector. The report highlights growing cybersecurity risks for chipmakers.
Air Liquide Expands Investment in U.S. Semiconductor Supply Chain
French industrial gas giant Air Liquide is increasing its investments in the U.S. to support the semiconductor supply chain, with new infrastructure planned to meet rising demand.
SolarEdge Technologies Shares Rise After Market Confidence Boost
Shares of SolarEdge rose following increased investor confidence and strong demand projections, signaling renewed optimism for the energy-focused semiconductor firm.