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Wednesday, December 24, 2025

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AI Infrastructure Continues to Strengthen NAND Flash Demand 12/24/2025
The ongoing expansion of AI infrastructure continues to fuel strong demand for enterprise SSDs in 3Q 2025, according to TrendForce.
Ford cancels $6.5B battery supply contract with LG Energy Solution 12/24/2025
Last week, the automaker also dissolved its BlueOval SK battery joint venture as it shifts away from EVs.
Rohm, Tata to assemble, test power ICs in India 12/24/2025
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.
Samsung to buy ZF's ADAS unit for $1.8B 12/24/2025
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.
AI boom diverts memory chip supply 12/23/2025
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.
Data Center Construction Booms in Hot Climates 12/23/2025
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."
Amazon's Vision of 'Billions' of AI Agents Inside Every Company Seems Premature 12/23/2025
AWS CEO Matt Garman acknowledges that reaching that goal will 'push the limits of what's possible with the infrastructure.' Much of this is still in preview, so it all seems a little early to me.
Uber and Lyft Set to Test Robotaxis in London Following Waymo Launch 12/23/2025
Uber and Lyft Set to Test Robotaxis in London Following Waymo Launch Uber plans to begin testing in the first half of 2026. Lyft also hopes to start tests next year, once it gets the necessary regulatory nods.
Rivian Replaces Nvidia with Own AI Chip 12/22/2025
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.
Taiwan considers TSMC export ban that would prevent manufacturing its newest chip nodes in U.S. 12/22/2025
Taiwan is considering a change in export rules that would limit Taiwan Semiconductor Manufacturing Co. to exporting technology that is two generations behind its leading edge, down from one generation behind, according to reports. The move would keep Taiwan ahead in semiconductor technology but could hinder TSMC's expansion in the US. TSMC's Fab 21 in Arizona.
Samsung Investigating Whether Employees Accepted Kickbacks for Memory Orders 12/22/2025
According to DigiTimes, Samsung is interviewing employees in Taiwan and has made 'personnel changes' in its marketing and sales divisions.
TikTok Deal Is (Finally) Happening, CEO Confirms Plans to Retrain US Algorithm 12/22/2025
Oracle, Silver Lake, and Abu Dhabi’s state-owned investment firm MGX each plan to take a 15% stake. ByteDance will retain 19.9%.
Memory price surge expected to continue into 2026 12/19/2025
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.
256 GB DDR5 RDIMM Memory Based on 32Gb "5th Gen 10nm" Technology Now Fully Certified 12/19/2025
SK hynix's 256 GB DDR5 RDIMM memory completes successful certification on Intel's Xeon 6 server CPUs, the first in the industry.
TI begins production at 300mm wafer fab in Texas 12/19/2025
Texas Instruments has begun production of 300-millimeter wafers at its Sherman, Texas, facility, marking a milestone in US semiconductor manufacturing. The SM1 fab, the first of four planned, will produce chips for power systems rather than advanced computing and has a goal to deliver tens of millions of chips daily. The facility is part of the $60 billion investment in US chip manufacturing announced by TI earlier this year.
Intel completes testing of next-generation high-NA EUV system 12/18/2025
Intel has finished acceptance testing for a second-generation high-numerical-aperture extreme ultraviolet lithography system from ASML. The system is designed for high-volume production, with a throughput of 175 wafers per hour and an overlay accuracy of 0.7 nanometers.
SK hynix, Nvidia Jointly Developing SDDs For AI Inference 12/18/2025
A proof of concept for the new SSDs with promised performance of 100 million IOPS for AI inference workloads on Nvidia Rubin CPX GPUs is under development, with a prototype slated to be available in the second half of 2026.
Chipmaking equipment sales to reach $135B by 2027 12/18/2025
Global sales of semiconductor manufacturing equipment are expected to rise 9% to $126 billion next year and an additional 7.3% to $135 billion in 2027, according to SEMI. China, Taiwan and South Korea are predicted to remain the leading markets, with China at the top in overall investment and Taiwan and South Korea focusing on advanced processing tools.
Buying DDR5 Memory? Watch Out for This Scam 12/18/2025
One unlucky DDR5 buyer got stuck with DDR2 instead. Here's how to protect yourself.
ST and SpaceX Celebrate Decade-long Partnership Key to Starlink Global Connectivity 12/17/2025
ST and SpaceX are celebrating 10 years of collaboration, driving innovation with co-design of custom-made components for satellite communication.
Samsung nears 2nm foundry deal with AMD as it closes gap with TSMC 12/17/2025
Samsung Electronics is reportedly in advanced discussions with AMD to produce chips using its next generation 2nm process technology, as the tech giant accelerates efforts to narrow the gap with leading foundry competitor TSMC.
AMD chief Lisa Su visits Lenovo in Beijing as US hints at easing chip curbs 12/17/2025
Su’s visit to China – including a whistle-stop at Lenovo’s headquarters – comes as Washington signals a shift on export restrictions.
As DRAM Costs Soar, Prices For NVMe SSDs Start To Rise Too 12/17/2025
Although not a massive increase, the prices for NVMe storage for PCs have started to go up in recent weeks.
Semiconductor industry enters unprecedented ‘giga cycle’ 12/16/2025
scale of artificial intelligence is rewriting compute, memory, networking, and storage economics all at once.
First truly 3D chip fabbed at US foundry, features carbon nanotube transistors and RAM on a single die 12/16/2025
Prototype manufactured at SkyWater shows dense vertical memory-logic integration with measured and simulated AI speedups.
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