Amidst the crisp golden winds and fragrant osmanthus blooms, we welcome the Autumn Equinox solar term of 2025. On this day, the sun shines directly over the equator, dividing day and night equally, marking the formal midpoint of autumn and embodying people’s aspirations for balance and harvest.
The Autumn Equinox (Qiufen) is the sixteenth solar term of the traditional twenty-four solar terms and the fourth solar term of autumn. The term "Autumn Equinox" signifies the division of autumn, occurring when the sun reaches 180 degrees of ecliptic longitude. During this time, day and night are nearly equal in length. Thereafter, the days gradually shorten while the nights lengthen in the Northern Hemisphere, temperatures turn cooler, and agricultural activities enter the peak harvest season. Traditionally, people celebrate by eating autumn vegetables (such as wild amaranth), worshipping the moon for blessings, and playing egg-balancing games, all of which symbolize gratitude for a bountiful harvest and prayers for peace and health. Additionally, glutinous rice balls, taro dumplings, and crabs are indispensable delicacies on the dining table during the Autumn Equinox.
Coinciding with the Autumn Equinox, the global semiconductor industry has also witnessed significant developments. On September 18, Eastern Time, NVIDIA announced a $5 billion investment in Intel’s common stock at $23.28 per share. This partnership news led to a surge of over 30% in Intel's stock price, while NVIDIA's shares also saw an increase of approximately 3%.
TSMC's American clients continue to emphasize the need for geographically diversified backup support. Industry rumors suggest that relevant U.S. clients have shown strong demand for advanced processes, extending down to the angstrom-level A16 process, and are urging TSMC to accelerate production scaling at its new U.S. facility. TSMC has announced the groundbreaking of its third wafer fab in Arizona, which will employ 2-nanometer and A16 process technologies. Due to robust customer demand for AI-related products, the company is considering expediting its production timeline.
Meanwhile, Samsung Electronics recently received positive news. According to Korean media reports, Samsung's HBM3E has finally received approval from NVIDIA, having met the final quality acceptance standards, and is poised to enter the supply phase. Currently, NVIDIA's AI accelerators primarily use 12-layer stacked HBM3E memory, largely supplied by SK Hynix and Micron. Samsung has become the world's third HBM3E supplier, following SK Hynix and Micron.
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