Semiconductor News 20251126

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1. TSMC’ s Supply Capacity for Advanced Nodes Is Approximately 3 Times Shortof AI Demand TSMC announced that as a result of the rapidly growing demand for AI (Artificial Intelligence) chips, its manufacturing capacity for advanced nodes is approximately 3 times insufficient to meet this demand. This severe supply shortage is a bottleneck in the overall high-performance computing market, as the performance improvements of AI chips are far outpacing the rate at which traditional semiconductor manufacturing capacity is expanding.
2. Meta Considers Adopting Google TPUs to Reduce Dependence on Nvidia Meta is reportedly considering adopting Google’s Tensor Processing Unit (TPU) in 2027 in order to diversify its AI infrastructure. The move would further increase pressure and competition on NVIDIA in the market and could result in a billion-dollar AI chip deal, including rental of Google Cloud TPUs in 2026 and chip purchases in 2027.
3. TSMC Plans NT$900 Billion Investment in Three New Fabs to Enhance 2nm Technology in Taiwan TSMC reportedly plans to build three new fabs and invest NT$900 billion (NT$900 billion) to significantly enhance its production capacity for advanced 2nm process technology in Taiwan. This is a major strategic expansion to maintain the company’s leading position in advanced process technology and to meet the demand for next-generation high-performance chips.
4. Samsung Achieves 55% to 60% Yield in 2nm Process Samsung has reportedly achieved a high yield rate of **55% to 60%** in its next-generation 2nm process technology. By introducing Gate-All-Around (GAA) technology early, the company aims to secure a technological edge in the foundry market and intensify the advanced node competition with TSMC, its biggest rival.
5. Increased demand for AI chips will accelerate flash memory price spike Innodisk announced that flash memory price increases will accelerate in the fourth quarter of 2025; Epic Games’ CEO also warned that the RAM price crisis will not end soon, and even Framework The company has also stopped selling stand-alone RAM in anticipation of rising memory prices. This indicates growing concern that AI server demand will continue to put pressure on memory supply and prolong the price spike.
6. Tesla May Manufacture Next-Generation AI5 Chip at Samsung’s Hwaseong Plant Tesla may reportedly manufacture AI5, the next-generation AI chip at the core of its self-driving technology, at Samsung’s Hwaseong plant. CEO Elon Musk has claimed that Tesla aims to manufacture chips in quantities greater than all other AI chips combined in the future, and is in a hurry to build a mass production system for its self-developed chips.
7. TSMC Files Lawsuit Against Former Executive for Allegedly Taking Confidential Information to Intel TSMC has filed a lawsuit against a former senior vice president for allegedly illegally taking trade secrets from the company when he left and transferred them to Intel, a competitor. This legal battle demonstrates the critical importance of protecting confidential information related to advanced semiconductor technology, and reflects the increasing technological competition among the industry’s top companies and the growing number of cases in which they are resorting to legal means.
8. Rapidus to Begin Construction of 1.4nm Fab in 2027 Japanese next-generation semiconductor manufacturing company Rapidus reportedly plans to begin construction of a fab for its 1.4nm process in 2027. Prior to this, R&D for the node will begin in 2026. This timeline shows that Rapidus, with national support, is moving forward with specific goals in the global miniaturization technology race.
9. Tighter U.S. Export Restrictions Limit Growth of China’s CXMT Tighter U.S. export restrictions have been cited as an early indicator of a growth ceiling for China’s leading DRAM manufacturer, Changxin Memory Technologies (CXMT). The restrictions impose significant technical and equipment constraints on China’s efforts to establish advanced DRAM technology domestically and play a leading role in PC server memory competition.
10. MediaTek and Qualcomm Face SoC Price Hikes on 2nm and Increased Memory Costs MediaTek and Qualcomm are facing dual cost pressures in their flagship smartphone system-on-chip (SoC) manufacturing, with rising 2nm process manufacturing costs and rising global memory prices. This cost increase will ultimately lead to a reduction in the number of devices that can be used in the next generation of smartphones. This cost increase is likely to ultimately lead to price increases for upcoming high-end smartphone SoCs, which will impact the overall smartphone market.

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