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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)
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 20250607
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