October 2025– date –
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The AI Bubble Leads to an Era of Semiconductor Hypercompetition: OpenAI’s “Gigawatt Class” Alliances, TSMC’s Price Dominance, and the Impact of Geopolitical Risk (October 2025)
Uncategorized
In October 2025, the technology industry experienced massive market volatility with demand for AI at its core. Particularly in the semiconductor sector, we are simultaneously witnessing huge AI infrastructure investment plans led by Open... -
Semiconductor News 20251031
semiconductor
Main News Samsung Achieves Highest Profits in Three Years in Memory and Foundry Business es Samsung Electronics posted record earnings in its third quarter 2025 financial results, driven by a surge in demand for memory chips. The results... -
Semiconductor News 20251030
semiconductor
Main News NVIDIA Becomes First Company in History with $5 Trillion Market Cap NVIDIA became the first company in history to surpass $5 trillion in market capitalization after a major announcement at GTC 2025. This was achieved amid a bro... -
Semiconductor News 20251029
semiconductor
Main News Server DRAM Prices Surge 50%, Memory Shortage Severely Impacted by Memory Shortage Severely impacted by memory shortage, server DRAM prices have surged as much as 50%. As a result of this tight supply, order fulfillment is repo... -
Semiconductor News 20251028
semiconductor
Main News Intel Warns of CPU Shortages and Price Spikes Due to Old Node Limitations Intel warns of potential CPU supply shortages and price spikes due to the limited production capacity of mature manufacturing nodes. While demand is part... -
Semiconductor News 20251027
semiconductor
Main News CXMT and Huawei Collaborate on HBM3 to Strengthen China's AI Supply Chain China's CXMT has shipped HBM3 samples to Huawei that have the potential to eliminate a major bottleneck in the domestic AI supply chain. This collaborati... -
AI Major News and Manufacturing Application Considerations for the Fourth Week of October 2025
News
Introduction. The evolution of the artificial intelligence (AI) field continued unabated during the fourth week of 202510 (October 19-25), with the intensifying semiconductor race between Nvidia and AMD, the announcement of Amazon's new ... -
Semiconductor News 20251025
semiconductor
Main News Nexperia Issue Causes Severe Disruption in Automotive Industry The issue surrounding Nexperia (Ansei Semiconductor) has caused widespread ripples in the global automotive industry, and despite talks between the Dutch and Chines... -
Semiconductor News 20251024
semiconductor
Main News Geopolitical Tensions Over Nexperia Issue Spreads Turmoil in Auto Industry The issue over Nexperia (Ansei semiconductors) is causing widespread ripples in the global auto industry, and the issue over Ansei semiconductors) is ca... -
Semiconductor News 20251023
semiconductor
Main News Geopolitical Tensions Over Nexperia Disrupt Auto Supply Chain Dutch Minister Holds Conference Call with Beijing Amid Rising Tensions Over Ansei Semiconductor (Nexperia) Asset Freeze The Chinese side has urged the Netherlands to...