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AI Trends for the First Week of November 2025: Implications and Potential Applications for the Manufacturing Industry
News
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... -
Semiconductor News 20251108
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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 ... -
Semiconductor News 20251107
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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... -
Semiconductor News 20251106
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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... -
Semiconductor News 20251105
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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 ... -
Semiconductor News 20251104
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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... -
Semiconductor News 20251103
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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... -
Semiconductor News 20251101
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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... -
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)
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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
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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...