Semiconductor News 20251121

Main News

1. NVIDIA’ s Record Financial Results and Market Trends NVIDIA achieved record revenue and profit in the third quarter of fiscal year 2026. The fourth quarter is expected to be another strong quarter, with particular contributions from the Blackwell Ultra product line. This performance has been perceived as dispelling concerns about the AI bubble. However, there was some turbulence in the market, as the decline in NVIDIA’s stock spilled over and U.S. tech stocks took a sharp turn for the worse.
2. Musk Seeks In-House Chip Fab for Tesla’s AI Ambitions Tesla CEO Elon Musk noted that existing chip foundries such as TSMC and Samsung are not keeping pace with Tesla’s ambitious demand speed for AI. In response, Tesla appears to be looking at building an **in-house chip manufacturing plant (fab)** to meet AI chip demand.
3. Samsung Reclaims Leadership in the DRAM Sector and Reallocates Production Samsung has regained its leadership position in the DRAM industry on the back of rapid expansion of DDR5. In addition, Samsung has made a strategic move to reallocate NAND flash production capacity to DRAM production at its plants in Korea in order to meet the demand for advanced memory, which is expected to face tight supply and price hikes.
4. TSMC’s Risk of Information Leakage and Taiwan Authorities’ Protection of Technology Pegatron Chairman T.H. Tung warned that an information leakage at TSMC would highlight the risk of losing his team. In response, Taiwanese authorities have pledged to protect TSMC’s 2nm technology from possible leakage. This is part of an effort to defend Taiwan’s critical technology assets.
5. Long-Term IC Substrate Shortage Predicted The shortage of IC substrates, which are essential for semiconductor manufacturing, is expected to continue through 2026, as AI-related companies and memory companies sign long-term contracts. This shortage indicates that the continued growth in AI demand is putting sustained strain on the supply chain.
6. NAND Flash Prices Expected to Rise Rapidly NAND flash prices are expected to likely rise by double digits in the first quarter of 2026 due to the reported implementation of gradual price increases by manufacturers. This reflects the growing supply shortage situation in the memory market.
7. ASML Enters Advanced Packaging Aren a ASML is entering the advanced CoWoS packaging arena with the introduction of a new I-line system. The company expects Moore’s Law to drive chip evolution for the next 15 years, and its first advanced packaging tools are already shipping in the third quarter.
8. Arm Faces South Korea Amid Global Antitrust Probe Arm is also under investigation in South Korea amid a global antitrust probe. It is related to a licensing dispute with Qualcomm, and the Korea Fair Trade Commission has reportedly raided the company’s Seoul office.
9. Samsung to Invest in Austin Plant to Boost CIS Production for Apple Samsung will invest $1.9 billion in its Austin plant in the United States to prepare for the production of CIS chips (CMOS image sensors) for Apple. This Austin plant is performing well, with record profits for the third quarter of 2025 exceeding full year 2024 revenues.
10. U.S . ApprovesExportofAdvanced Chips to Saudi Arabia The U.S. government has approved the export of advanced chips to Saudi Arabia. This is a move that will facilitate Saudi Arabia’s creation of a global AI hub, enabling it to deploy infrastructure provided by companies such as NVIDIA and AMD.

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