Semiconductor News 20251128

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1. TSMC 2nm Secret Leak Case Leads to Manhunt for Intel Employer TSMC’s trade secret leak case regarding its 2nm process technology has led to a manhunt for Wei-Jen Lo, a former TSMC executive now employed by Intel, with Intel’s CEO pledging support for Mr. Lo, Although Intel’s CEO has pledged support for Mr. Lo and denied claims of improper acquisition, the investigation by Taiwanese authorities is ongoing. The case highlights the competition among companies for cutting-edge foundry technology and the importance of national technology protection.
2. Google’ s Accelerated TPU Push Fuels Samsung’s Growing Profits in Memory and Foundry Areas Google’s promotion of its OCS (Optical Circuit Switch) architecture for its AI chip, the TPU (Tensor Processing Unit), and its Gemini Google’s TPU boom has intensified competition in the AI chip market, and Samsung is poised to expand its foundry services and advanced memory supplies, such as HBM4, which can support both NVIDIA and Google. Samsung aims to gain an edge in foundry services and advanced memory supplies such as HBM4, which can accommodate both NVIDIA and Google.
3. SK Hynix to Unveil Industry’s Fastest 48Gbps GDDR7Memoryat ISSCC 2026 SK Hynix will reportedly unveil the industry’s fastest 48Gbps GDDR7 memory at ISSCC (International Solid State Circuits Conference) in 2026. This is a strategic move by the company to maintain its leadership in graphics memory technology as well as competition in AI memory areas such as HBM4, to meet the demands of next-generation high-performance computing and AI applications.
4. China Reportedly Bans ByteDance from Using Nvidia GPUs in New Data Center Beijing authorities in China have reportedly banned ByteDance, a major technology company, from using NVIDIA GPUs in its newly constructed data center. The measure may be a response to stricter export controls by the U.S., to avoid over-reliance by domestic companies on advanced foreign technologies, or to encourage the use of domestic AI chips.
5. Hon Hai Transforms Business from iPhone Dependence to NVIDIA Stocks Under the leadership of Chairman Liu, Hon Hai (Foxconn) has made a major shift in its business structure away from its traditional dependence on the iPhone and toward NVIDIA-related stocks. As a result of this strategic shift, Hon Hai’s stock price has soared nearly threefold since Chairman Liu took over, indicating that the company is leading a new growth area in electronics manufacturing by tapping into huge demand for AI servers and AI hardware.
6. Intel ‘s Arrow Lake-S Optimization Delivers 9% Speed Gains and 15% Power Reduction Intel’s next-generation chip for desktops, Arrow Lake-S, has reportedly achieved a 9% speed increase and15% power reduction from its initial design after a one-year optimization process This improvement is a result of the chip’s efficiency and performance. These improvements are expected to increase the chip’s efficiency and performance, and will help make the next generation of PC platforms more competitive.
7. Bank of Korea Forecasts Semiconductor Boom Cycle to Continue at Least Through the End of Next Year The Bank of Korea has announced its forecast that the current semiconductor boom cycle will continue at least through the end of 2026. This forecast is supported by sustained increases in AI, high-performance computing, and memory demand, indicating a long-term growth trend across the technology industry.
8. DRAM Profits Expected to Surpass HBM3e in 2026 as DRAM Shortage Grow s Tight Supply Leads to Higher Contract Prices DRAM (general-purpose memory) profits in 2026 are reportedly expected to surpass those of the more expensive HBM3e (high bandwidth memory). This indicates that AI demand is significantly tightening supply and demand not only for HBM but also for general-purpose DRAM for data centers and PCs, and that the overall memory market is continuing to experience price hikes.
9. Rapidus Denies 1.4nm Fab Construction Timeline Amid Japanese Government’s Trillion Yen Semiconductor Drive Japan’s Rapidus has denied reports of a 1.4nm fab construction timeline amid the government’s powerful multi-trillion yen semiconductor industry drive plan. However, Rapidus is at the center of a national strategy to develop next-generation technologies and is continuing to work toward its long-term goal of advanced nodes.
10. China and EU Urge Internal Resolution in Dutch Nexperia Dispute China and the EU have urged an internal resolution between the parties involved in the dispute over Nexperia (Ansei Semiconductor), a semiconductor company based in the Netherlands. The dispute reflects geopolitical tensions regarding the impact of Nexperia, owned by a Chinese company, on Dutch technology and supply chains, with both governments attempting to intervene.

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