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November 2025 Semiconductor Market Trends: Intensifying AI Chip Wars, Soaring Prices, and Geopolitical Tensions
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The tech industry is currently at a pivotal turning point, with a battle for supremacy over AI (Artificial Intelligence) chips, a surge in prices due to supply constraints, and increasingly complex geopolitical risks. The major news obse... -
Semiconductor News 20251203
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Main News NVIDIA Invests 310 Billion Yen in Synopsys to Strengthen CUDA Ec osystem NVIDIA has acquired a $2 billion (approx. 310 billion yen) stake in Synopsys, a leading semiconductor design automation (EDA) software company, and entere... -
Semiconductor News 20251202
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Main News Severely Surging Memory Prices and Changes in Contract Structure Prices for DRAM and NAND flash memory are surging on the back of tight wafer supplies, with NAND in particular expected to rise by up to 60% or more, and warnings... -
Semiconductor News 20251201
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Main News Samsung nears December decision on Nvidia's HBM4 testing Samsung is reportedly nearing a December decision on the results of Nvidia's testing of its high-performance AI memory, HBM4 (High Bandwidth Memory 4). This decision will... -
AI Industry Trends in Late November 2025: “Convergence of Intelligence” to Accelerate the Future of Manufacturing
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Introduction. This week, the artificial intelligence (AI) industry announced a series of significant innovations and business developments that have the potential to bring unprecedented change to the manufacturing industry. Between Novem... -
Semiconductor News 20251129
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Main News DRAM and NAND Prices SurgeMore Than 100%, Causing Severe Price Crisis for Electronics Manufacturers in 2025 DRAM and NAND flash memory prices are expected to jump more than 100%, causing the most severe price crisis for electro... -
Semiconductor News 20251128
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Main News TSMC 2nm Secret Leak Case Leads to Manhunt for Intel Employer A trade secret leak case involving TSMC's 2nm process technology has led to a manhunt for Wei-Jen Lo, a former TSMC executive now employed by Intel Intel's CEO, who ... -
Semiconductor News 20251127
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Main News TSMC Shakes Delicate Balance Between U.S. and Taiwan in Lawsuit Against Former Executive TSMC has filed a lawsuit against a former senior vice president for allegedly taking trade secrets. While the lawsuit is aimed at preventi... -
Semiconductor News 20251126
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Main News TSMC, 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 n... -
Semiconductor News 20251125
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Main News TSMC Expands 3nm/2nm and CoWoS Production Capacity 24 Hours a Day TSMC is expanding its state-of-the-art 3nm and 2nm process manufacturing capacity to meet the rapidly growing demand for AI chips. In addition, the factory is op...