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| TSMC enters volume 2nm production |
12/31/2025 |
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The company says are the most advanced in the world in terms of energy efficiency and density. TSMC states that the N2 technology offers up to 15% better performance and up to 30% lower power consumption compared to its N3E chips.
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| China mandates 50% domestic equipment rule for chipmakers |
12/31/2025 |
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China is demanding that chipmakers use at least 50% domestically made equipment for new capacity, sources say. The mandate, not publicly documented, is part of Beijing's effort to establish a self-sufficient semiconductor supply chain amid tightened US export rules. This reported move is seen as one of the most significant steps Beijing has taken to decrease its reliance on foreign technology.
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| Qualcomm files countersuit against Arm |
12/30/2025 |
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Qualcomm claims that Arm has been in breach of contract by misrepresenting the relationship between the two companies to Qualcomm’s customers, non-delivery of IP and misrepresenting its intentions as a design firm when it was preparing to sell proprietary ICs.
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| Rohm, Tata to assemble, test power ICs in India |
12/24/2025 |
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Rohm and Tata Electronics have partnered for the assembly and testing of power ICs in India, starting with automotive-grade N-channel 100-volt, 300-ampere silicon metal-oxide-semiconductor field-effect transistors in TOLL packaging. Mass production is set for next year, and the companies are considering future co-development of packaging technologies.
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| Samsung to buy ZF's ADAS unit for $1.8B |
12/24/2025 |
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Samsung Electronics has agreed to acquire ZF Friedrichshafen's autonomous driving technology division for $1.8 billion, integrating it with Harman's audio business to create next-generation in-car platforms. The deal provides Samsung with advanced driver assistance system technologies, including vehicle cameras and controllers, marking a diversification beyond memory chips and smartphones.
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| AI boom diverts memory chip supply |
12/23/2025 |
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A severe memory chip shortage driven by AI demand is causing a spike in prices, with some chips increasing by as much as 300%, according to analysts. The shortage is expected to affect the PC and smartphone markets in 2026, with potential price increases of up to 8%. Major memory producers, such as Micron Technology, Samsung Electronics and SK Hynix, are shifting their focus to high-bandwidth memory for data centers, which is exacerbating the shortage for consumer electronics, analysts say.
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| Data Center Construction Booms in Hot Climates |
12/23/2025 |
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An analysis by Rest of World, an online publication that focuses on tech stories occurring outside the West, determined that many data centers "are located in regions that are too hot for optimal operations."
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| Rivian Replaces Nvidia with Own AI Chip |
12/22/2025 |
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At its inaugural Autonomy & AI Day on Dec. 11, Rivian unveiled a first: the Rivian Autonomy Processor (RAP1). Previous Rivian vehicles ran Nvidia’s Drive Orin processors to support driver-assistance features, but the carmaker said the transition to its own chips has started.
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| Memory price surge expected to continue into 2026 |
12/19/2025 |
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Global memory prices are forecast to rise sharply in the first quarter of 2026, extending a trend that has already placed significant cost pressure on device manufacturers, according to new research from market intelligence firm TrendForce.
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