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Nov 5, 2025 Worldwide Silicon Wafer Shipments Increase 3% Year-on-Year in Q3 2025 Global silicon wafer shipments rose 3.1% year-over-year to 3,313 million square inches (MSI) in Q3 2025, according to SEMI SMG. However, shipments dipped 0.4% quarter-over-quarter, reflecting slower recovery in epitaxial wafers despite strong AI-driven 300 mm wafer demand. SEMI Nov 5, 2025 Will AI Ever Become Profitable? Despite surging AI investments—projected to hit $1.5 trillion by 2025—most companies still see little financial return. Experts warn of an "AI bubble" as rising costs, circular industry deals, and power demands expose profitability risks and economic overreliance on the technology. 3DIncites Nov 5, 2025 How Arizona brought renewed energy to SEMICON SEMICON West's record-breaking Arizona debut drew thousands of global tech leaders, boosting attendance 60% and cementing the state's role as America's semiconductor hub. The event showcased $210 billion in investments, major expansions, and accelerating innovation. Phoenix Business Journal Nov 5, 2025 TSMC's Possible Weak Spot? Industry Commentator Sees Chances for Japan's Rapidus Backed by Japan's semiconductor revival, Rapidus aims to challenge TSMC's dominance. Analyst Jyo Poyo says growing bureaucracy at TSMC could give Rapidus an opening, though its best path lies in niche markets. TSMC's edge stems from its cost-efficient automation strategy. TrendForce Nov 5, 2025 Kerala Positions Design and IP at Core of Chip Strategy Kerala unveiled a design-first semiconductor roadmap under its Vision 2031, focusing on chip design, testing, and IP creation instead of costly fabs. The plan targets ₹4.41 trillion IT output, 10% market share, and 500,000 new tech jobs by 2031. EE Times Nov 5, 2025 AMD forecasts fourth-quarter revenue above estimates on strong AI chip demand AMD forecast fourth-quarter revenue above estimates, driven by strong demand for AI chips and data center expansion. Despite major investments from OpenAI and the U.S. Department of Energy, shares dipped 3% amid profit-taking and concerns over AI-driven valuations. Reuters Nov 5, 2025 Sub-Millimeter Heat Pipe Offers Chip-Cooling Potential Nagoya University researchers created a groundbreaking 0.3 mm ultra-thin loop heat pipe that dissipates up to 10 W of heat in smartphones. Using water-filled copper channels, it delivers 45× higher thermal conductivity than copper, enabling compact, high-performance cooling. EE Times Nov 5, 2025 GlobalWafers reports NT$1.97bn profit in Q3 GlobalWafers, the world’s third-largest silicon wafer supplier, reported a 17% quarterly profit increase driven by strong AI-related demand. Chairwoman Doris Hsu said U.S. expansion and new wafer production would drive long-term growth, despite margin pressures from rising costs. Taipei Times Nov 5, 2025 China Blames Netherlands for Nexperia Standoff, Warns of Global Chip Disruptions China accused the Netherlands of acting "unilaterally" in seizing chipmaker Nexperia, warning the move endangers global semiconductor supply chains. The standoff, tied to security concerns over Nexperia's Chinese parent Wingtech, threatens Europe's auto industry and trade stability. Modern Diplomacy Nov 5, 2025 Research Bits: Nov. 4 Researchers from top universities have built brain-inspired computing components—artificial neurons, magnetic tunnel junction synapses, and nanofluidic chips—that mimic biological learning and memory, paving the way for energy-efficient, hardware-based AI systems. Semiconductor Engineering |
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