December 2025– date –

December 2025 marks the end of an unprecedented and turbulent year for the semiconductor and AI industry. The "supercycle" triggered by the generative AI boom has gone beyond mere supply and demand waves and has evolved into a struggle f...

Main News Nvidia Accelerates SRAM Shift with $20 Billion Deal with Competitor Groq Nvidia has reportedly signed a nearly $20 billion deal (or acquisition) with AI inference chip competitor Groq, strengthening its dominance in the AI ecos...

Main News Taiwan M7.0 Earthquake, TSMC and Other Major Makers Maintain Operations with Minor Damage The 7.0 magnitude earthquake in Taiwan has caused concern about the impact on semiconductor factories, but TSMC, Nanya Technology and oth...

Main News TSMC Maintains Normal Production after M7.0 Earthquake in Taiwan A massive magnitude 7.0 earthquake hit Taiwan. This was reportedly the third largest quake in the past 26 years, but TSMC, the world's largest foundry, reportedly...

Introduction. As the year 2025 draws to a close in the fourth week of December, the global AI landscape, far from quieting down, has shown a giant swell toward the "full fusion of knowledge and flesh" that will upend the manufacturing pa...

Main News Samsung and SK Hynix accelerate HBM4 production to early 2026 Samsung Electronics and SK Hynix have reportedly accelerated their production schedule for their next-generation memory, HBM4, and are accelerating their competition...

Main News Nvidia acquires AI inference startup Groq for about 29 trillion won Nvidia has reportedly acquired or signed a large strategic deal with Groq, a leading AI inference chip startup Groq is known for its high-speed inference proce...

Main News Samsung and SK Hynix to raise HBM prices by about 20% before 2026 Samsung Electronics and SK Hynix reportedly plan to raise HBM3E prices by about 20% before the transition to the next-generation standard in 2026, in response to...

Main News Samsung secures more than 60% of DRAM supply for iPhone 17 Samsung Electronics has reportedly received an order for more than 60% of the total DRAM supply for Apple's upcoming iPhone 17 smartphone. This extends its advantage ov...

Main News Samsung's HBM4 Clears Nvidia Tests, Signaling a Turnaround in the Memory Market Samsung Electronics' next-generation memory, HBM4 SiP (System in Package), has reportedly outperformed the competition in Nvidia's performance test...