Semiconductor industry– tag –
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Semiconductor News 20251108
semiconductor
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
semiconductor
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 20251105
semiconductor
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
semiconductor
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
semiconductor
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
semiconductor
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)
Uncategorized
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
semiconductor
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... -
Semiconductor News 20251030
semiconductor
Main News NVIDIA Becomes First Company in History with $5 Trillion Market Cap NVIDIA became the first company in history to surpass $5 trillion in market capitalization after a major announcement at GTC 2025. This was achieved amid a bro... -
Semiconductor News 20251029
semiconductor
Main News Server DRAM Prices Surge 50%, Memory Shortage Severely Impacted by Memory Shortage Severely impacted by memory shortage, server DRAM prices have surged as much as 50%. As a result of this tight supply, order fulfillment is repo...