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Apple, Qualcomm, MediaTek, and others that will leverage TSMC’s 2nm wafers 11/26/2025 TSMC’s 2nm N2 Process Rumored To Have Limited Power, Performance & Area Improvements, Resulting In Lower Cost Increases Per Wafer, Giving Apple & Others Some Relief Rapidus to start construction on 1.4nm fab in 2027 11/26/2025 According to Nikkei Asia, this move is expected to help the Japanese chipmaker close the gap with the Taiwanese chip-making giant, which has already revealed its 1.4-nm technology earlier this year. The company also said that it will begin full-scale research and development on the node starting next year. Google In Talks To Offer Its AI Chips To Meta 11/26/2025 Google parent Alphabet (GOOGL) reportedly is in talks with Meta Platforms (META) and others to let them use its Tensor AI chips, expanding its Nvidia (NVDA) rivalry. DDR5 RAM Can Now Cost More Than a PlayStation 5 11/26/2025 The average price for 64GB of DDR5 RAM has skyrocketed past $500. If you want 128GB, expect to pay more than what it costs to buy some PCs. iPhone Fuels China Smartphone Sales Growth in October 11/25/2025 China's smartphone sales were up 8% in October, driven by Apple's 37% year-on-year growth, according to Counterpoint Research. Intel Targets AI Inference Leap with Potential SambaNova Acquisition 11/25/2025 Intel seeks an AI edge with potential SambaNova buyout—will this risky move finally deliver results? Memory prices soar, prompting buyers to stockpile 11/25/2025 Memory Supercycle roars onIn October, 16GB DDR4 modules rose around $25.20 to $44-60, while 16GB DDR5 modules reached roughly $73. Intel's EMIB & Foveros Advanced Packaging Solutions Are Seen as a Viable Alternative To TSMC's Offerings 11/25/2025 Intel might have been lagging significantly behind in the chip business, but when it comes to advanced packaging, the firm has competitive options. AMD’s Dr. Lisa Su Elected Chair of SIA 11/24/2025 AMD Chair and CEO Dr. Lisa Su has been elected Chair of the SIA Board of Directors. Vulcan Elements selects North Carolina for $918M magnet facility 11/24/2025 The Benson site follows the manufacturer’s $1.4 billion partnership with the U.S. government and rare-earth and critical-minerals refiner ReElement Technologies. Huawei open-sources AI chip software to boost performance 11/24/2025 Huawei Technologies has introduced Flex:ai, an open-source software tool designed to optimize the performance of AI chips by pooling and orchestrating processors from various manufacturers. Built on Kubernetes, Flex:ai can enhance processor utilization by 30% by allowing multiple AI workloads to run simultaneously, according to Huawei. Global semiconductor market to grow 22% 11/24/2025 The global semiconductor market reached $208 billion in the third quarter, driven by demand for AI and memory, according to World Semiconductor Trade Statistics data. Leading the market were Nvidia, Samsung Electronics and SK Hynix. Semiconductor Intelligence projects 22% growth for the year. NanoIC releases process design kit with SRAM macros 11/21/2025 NanoIC has released its N2 Pathfinding process design kit, coordinated with Imec and featuring a library of 29 static RAM macros and support for backside and frontside power routing. The update targets early-stage system-on-chip design exploration beyond the 2-nanometer node. Rockwell Automation to build Wisconsin factory as part of $2B US expansion 11/21/2025 The facility will house more than 1 million square feet of manufacturing and warehouse space and allow customers to see its automation and digital solutions in action on-site. Verizon Confirms Mass Layoffs, Will Eliminate 13,000+ Jobs 11/21/2025 CEO Dan Schulman argues that complexity and friction within the organization were slowing it down and frustrating customers. Advanced Node Chips to Cross 50% of Total Smartphone SoC Shipments in 2025 11/20/2025 Advanced nodes (5/4/3/2nm) will grow to account for nearly 50% of the smartphone SoC shipments in 2025, according to Counterpoint Research. Toyota investing $912M to build more hybrids in the US 11/20/2025 The investments include $125 million in Mississippi to assemble the new hybrid-electric Corolla, which will be the first electrified Corolla model built in the United States. GlobalFoundries among chipmakers looking to support physical AI, automotive advancements 11/20/2025 U.S. semiconductor makers Onsemi and Diodes also reported third quarter earnings that reflect growing demand for chips to support emerging tech markets. AMD Reportedly Prepping to Raise GPU Prices to Cover Memory Costs 11/20/2025 AMD Reportedly Prepping to Raise GPU Prices to Cover Memory Costs The move will affect gaming graphics cards and workstation and AI GPUs. Advanced Node Chips to Cross 50% of Total Smartphone SoC Shipments in 2025 11/19/2025 Advanced nodes (5/4/3/2nm) will grow to account for nearly 50% of the smartphone SoC shipments in 2025, according to Counterpoint Research. Renesas’ Gen6 DDR5 Registered Clock Driver Deliver 9600MT/s 11/19/2025 Renesas' RCD is the first to achieve a data rate of 9600MT/s, setting a new standard for memory interface performance in datacenter servers. Quantum Computing Boom Echoes AI Development Phase 11/19/2025 Quantum computing's trajectory closely mirrors the volatile, cyclical path of AI, specifically in a developmental phase similar to where AI stood .. Jeff Bezos Creates A.I. Start-Up Where He Will Be Co-Chief Executive 11/18/2025 Called Project Prometheus, the company is focusing on artificial intelligence for the engineering and manufacturing of computers, automobiles and spacecraft. Memory prices soar, prompting buyers to stockpile 11/18/2025 Memory prices, driven by DDR4 and DDR5, have surged, causing users to buy and hoard memory after they receive quotes, according to Yicai Global. Samsung Electronics, Micron Technology and SK Hynix have responded with substantial capital expenditures focused on process technology and high-value products rather than increasing capacity. Apple May Name New CEO Early Next Year 11/18/2025 Cook has been at the helm of the company since 2011, when he took over for co-founder Steve Jobs. His potential departure has nothing to do with Apple's financial performance, the FT reports.  1  |  2  |  3  |  4  |  5  |  6  |  7  |  8  |  9  |  10

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