Semiconductors Summary

Published

December 18, 2025

Full Transcript

Micron is preparing to break ground on a significant chipmaking complex in Central New York, as reported by Micron. This development comes amid a booming AI market, which has reportedly led to record sales for the company.

The ongoing semiconductor shortage continues to impact industries globally, emphasizing the importance of enhancing domestic chip manufacturing capabilities.

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Micron again reports record sales as AI market continues to boom

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Intel details progress on fabbing 2D transistors a few atoms thick in standard high volume fab production environment chipmaker outlines 300-mm fab compatible with integration of 2D transistor contacts and gate stacks

AMD's rumored Ryzen 7 9850X3D spotted at Swiss and U.S. retailers listings reveal preliminary price of ~$550-600, significantly higher than 9800X3D's $449 MSRP

Sales of chip production equipment to reach $156 billion by 2027 China, Taiwan, and Korea lead intense demand

Rapidus explores panel-level packaging on glass substrates for next-generation processors aggressive plan would help it leapfrog rivals

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