Semiconductor News 20251104

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1. 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, which is expected to have a ripple effect on overall semiconductor manufacturing costs, including mature nodes.
2. Amazon and OpenAI Sign Major $38 Billion Deal for NVIDIA AI Server Hosting Amazon has signed a major $38 billion deal to host OpenAI’s NVIDIA GB200/GB300 AI servers. This move is in response to a surge in demand for AI and is a clear indication of the market’s expansion as massive AI infrastructure investments continue.
3. NVIDIA Accelerates Korea Collaboration to Strengthen AI Strategy, Increase Semiconductor Supply by 5x NVIDIA CEO Jensen Hwang held a “trillion dollar feast” in Korea to strengthen its AI strategy, expanding its partnership with Samsung and SK Hynix in the development of AI memory technology. In addition, NVIDIA plans to increase its semiconductor supply to Korea by a factor of 5. This “Jensen Hwang effect” is also affecting the KOSPI market in Korea.
4. DRAM Market Turmoil and Price Spikes: Samsung Halts Contracts, Spot Prices Triple AI demand overwhelms supply capacity, exacerbating memory chip shortages Samsung postponed setting DDR5 contract prices to mid-November amid a threefold spike in spot prices. In addition, Samsung has reportedly halted almost all contracts, and DRAM price estimates are shifting to monthly basis.
5. Intel Announces Healthy Yield for Next-Generation Process 18A, Aims for Reinstatement Intel has released information on its new plant for its next-generation 18A process, indicating that the yield is “healthy” for its reinstatement. The company is also moving to transfer its assembly and test processes to Vietnam as part of its manufacturing strategy.
6. Global Semiconductor Sales Increase 15.8% from Q2 to Q3 Global semiconductor sales increased 15.8% from Q2 to Q3 2025, indicating that the market is recovering strongly. The semiconductor industry’s Q3 results report an ongoing profit recovery, but also an intensification of structural differentiation.
7. Japanese Material Suppliers Strengthen Production System for 2nm Chip Era Japanese material suppliers are expanding the scale of their production systems to accommodate the next generation of 2nm chip production. This move indicates Japan’s strengthening position as an important supply chain player in the miniaturization race as TSMC and Samsung move forward with 2nm chip production.
8. RDSEED Bug in AMD Zen 5 CPU Poses Security Threat to Cryptographic Key Generation A bug in the RDSEED feature in AMD’s next-generation Zen 5 CPU has been reported as a potential threat to the cryptographic key generation process. In a separate matter, AMD is facing a patent infringement lawsuit from Adeia, which has attracted both technical and legal attention.
9. ASIC Promotion by Cloud Service Providers (CSPs) Intensifies Competition among IC Designers Cloud service providers (CSPs) are stepping up the development and promotion of application-specific integrated circuits (ASICs) for their own use. This trend by CSPs is causing increased competition among existing IC designers, putting pressure on profit margins, especially in the IC design industry.
10. Penetration of AI automation into operations is limited, with only 2.5% of operations actually being solved The survey showed that the “fear” and expectations that AI automation brings to operations are exaggerated, with only 2.5% of operations actually being solved by AI. This suggests that there is still a significant gap between the actual adoption and effectiveness of AI technology.

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