November 2025– date –

Main News ASML Says Chip Equipment Demand Still Not Rising Despite AI Boom ASML has announced that despite the ongoing demand boom in the AI sector, overall demand for chip manufacturing equipment has yet to rise. Despite the optimistic ...

Main News Wingtech's Conflict with Nexperia and Decreasing Government Shareholding Makes Outlook Uncertain Wingtech's conflict with the European side over its Dutch subsidiary Nexperia and the Chinese government's decreasing shareholding...

Introduction. This week in the AI industry has been extremely dramatic, with a mix of **"enthusiastic investment" and "market skepticism "**. With NVIDIA surpassing $5 trillion in market capitalization for the first time in history and t...

Main News TSMC to Raise Sub-5nm Chip Prices 8-10% in 2026 TSMC has reportedly notified its customers that it will raise sub-5nm chip prices 8-10% in 2026. The price increase is expected to affect key customer products, including Apple's ...

Main News China Bans Nvidia Use in State-run Data Centers China has announced a policy banning the use of Nvidia chips in its state-run data centers and requiring them to adopt domestically manufactured AI chips instead. Nvidia CEO Jense...

Main News TSMC on Path to 10X Power Efficiency Optoelectronic Fusion and In-memory Computing TSMC is promoting next-generation computing technologies to solve the power consumption challenges associated with the growing demand for AI and...

Main News TSMC on Path to 10X Power Efficiency Optoelectronic Fusion and In-memory Computing TSMC is promoting next-generation computing technologies to solve the power consumption challenges associated with the increasing demand for AI ...

Main News TSMC Announces 4-Year Price Increase for Advanced Chips Starting in 2026 TSMC plans a 4-year price increase for advanced chips starting in 2026. The company also warned of a 3-5% price increase for sub-5nm processes in 2026, wh...

Main News TSMC to Raise Advanced Chip Prices up to 10% TSMC is estimated to raise the price of its advanced chips by up to 10%, driven by "huge" demand from mobile (for cell phones) and HPC (high performance computing) customers. The pri...

Main News NVIDIA Promotes Building AI Infrastructure and Ecosystem in South Korea NVIDIA CEO Jensen Huang has committed 250,000 AI chips to promote the AI frontier in South Korea. In addition, NVIDIA is working with Korean industries suc...