On November 10, CETC revealed on an interactive platform that the company has secured substantial sales volumes in several key areas, including airbag control chips, body and gateway control chips, as well as vehicle networking security chips. Concurrently, the company has also initiated large-scale production and supply in the mid-to-high-end automotive electronic chip sectors. These sectors encompass a wide range of products, such as automotive domain control chips, dedicated DSP chips for active noise cancellation, powertrain control chips, new energy battery management chips, wire-controlled chassis chips, and analog-digital mixed-signal chips. At present, the mass production and sales of CETC's mid-to-high-end automotive electronic chips are experiencing a robust upward trend. Furthermore, the company is actively engaged in the development of over 100 fixed-point (designated) automotive electronic chip projects. In the first three quarters of this year, the revenue generated from CETC's automotive electronic chip business amounted to RMB 79.9826 million, marking a significant year-on-year increase of 73.52%. As of September 30, 2025, the cumulative shipments of CETC's automotive electronic chips have surpassed the remarkable milestone of 20 million units.

The overclocking realm of DDR5 memory has witnessed yet another record-breaking feat! On November 8, 2025, overclocking aficionado AiMax managed to soar the DDR5 memory frequency to an astounding 13211MT/s, eclipsing the previous record of 13153MT/s that had been established merely four days prior. To accomplish this remarkable milestone, AiMax employed a Gigabyte Z890 AORUS Tachyon ICE motherboard, a Patriot Viper Xtreme 5 24GB memory module, and an Intel Core Ultra 7 265K processor. The entire setup was cooled using liquid nitrogen, a common and effective method in extreme overclocking scenarios. The timing parameters were meticulously maintained at CL68-127-127-127-2, ensuring optimal performance during this high-stakes overclocking endeavor.

Recently, Langu New Energy successfully concluded a Series B funding round, raising more than 200 million yuan. The investors in this round include Suining Industrial Investment and Jiuzhi Capital, an existing shareholder. The capital raised in this funding round will be predominantly allocated towards the industrialization of all-solid-state battery electrolyte materials. The company has outlined plans to set up an intelligent production line that will have the capacity to produce thousands of tons annually by 2027. At present, Langu New Energy has established itself as a frontrunner in the realm of innovative electrolyte materials tailored for solid-liquid and all-solid-state batteries. The company anticipates that its 10,000-ton oxide solid-state electrolyte production line will commence operations in early 2026, thereby fulfilling the demand from solid-liquid battery customers for cost-effective, large-scale solid-state electrolyte materials.

Based on the most recent leak from Moore's Law is Dead, AMD's upcoming Zen7 architecture, which is two generations ahead, will leverage TSMC's A16/A14 manufacturing process and will be suitable for desktops, laptops, and servers. The Zen7 desktop platform, codenamed Grimlock Ridge, will introduce two distinct types of CCDs: the high-performance Silverton and the optimized Silverking. The Silverton CCD is designed with 16 cores, specifically tailored for enterprise-grade servers and HEDT platforms. It supports 3D V-Cache technology, boasting a substantial 3D cache Die capacity of up to 160MB. On the other hand, the Silverking CCD features an 8-core design, catering to the client market for use in desktops and mobile devices. The Zen7 architecture is anticipated to complete its tape-out phase by the end of 2026 or early 2027, with an official release planned for mid-2028 or beyond.

The storage sector is once again thrown into disarray, as SanDisk implements a staggering 50% surge in its NAND flash quoted prices this November. While the demand from AI data centers has been on a consistent upward trajectory, this dramatic price escalation comes across as rather bold, bordering on a veiled attempt at market manipulation. This action has rapidly set off a domino effect throughout the industry. Several storage manufacturers based in Taiwan, such as Transcend, Innodisk, and Apacer, have promptly suspended their shipments and are now in the process of reassessing their product pricing strategies.

On November 10, reports indicated that TSMC's October sales hit NT$367.47 billion, reflecting a 16.9% year-on-year increase. This marked the slowest growth rate since February 2024. On average, analysts project that TSMC's sales will see a 27.4% rise this quarter. The deceleration in TSMC's revenue growth could signal that AI demand is steadily normalizing after initial signs of a market bubble surfaced. Despite this, TSMC's stock price has climbed roughly 37% since the start of the year. Recently, as investor worries about inflated valuations in the tech sector have grown, global tech stocks faced a sell-off last week. Several Wall Street CEOs cautioned about an impending market correction. Additionally, Scion, the hedge fund run by 'The Big Short' investor Michael Burry, revealed a short position on Nvidia. Nevertheless, industry leaders continue to hold an optimistic outlook on AI-fueled growth.

BOCOM International has issued a research report, projecting that Hua Hong Semiconductor's revenue for the fourth quarter of 2025 will reach US$656 million, accompanied by a gross profit margin of 13.6%. Simultaneously, it has revised its revenue and gross profit margin forecasts for the period from 2025 to 2027. Additionally, it has made a minor adjustment to the target price, setting it at HK$91, while reaffirming its 'Buy' rating. The report highlighted that Hua Hong Semiconductor's revenue for the third quarter of 2025 aligned with market expectations, with the gross profit margin surpassing forecasts. There has been a consistent upward trend in the gross profit margin since the second quarter of 2025. The production capacity of Phase I of Plant 9 has been expanded, and it is anticipated that by mid-2026, the monthly output will reach 60,000 to 65,000 wafers, with nearly 80,000 wafers of production capacity slated for completion by the end of the year. The average selling price of products has witnessed a month-on-month increase of over 5%, and demand across all platforms has shown a year-on-year improvement. The memory market is experiencing robust downstream demand, and PMIC products, influenced by the AI server boom, have seen a year-on-year revenue surge of over 32%. Management may consider further price adjustments, and the transaction for Plant 5 is expected to be finalized before August 2026.

On November 9, as reported by Taiwan's Economic Daily News, TSMC recently organized its annual sports event at the Hsinchu Stadium. During the event, Chairman C.C. Wei made an announcement. He stated that in light of the company's achievement of setting new all-time highs in both revenue and profit in 2025, TSMC has made the decision to grant special bonuses to roughly 75,000 eligible employees across the globe. Each of these employees will receive a bonus of NT$25,000 (equivalent to approximately RMB 5,745). This marks an increase of NT$5,000 compared to the previous year. Moreover, all employees worldwide will be treated equally in this bonus distribution.

On November 10, 2025, Montage Technology proudly announced the official launch of its cutting-edge DDR5 Clock Driver (CKD) chip. Designed to support a remarkable maximum data transfer rate of 9200MT/s, this innovative chip is set to significantly enhance the performance of client-side memory subsystems. Moreover, it offers vital technical backing for the development of next-generation high-performance personal computers, laptops, and workstations, paving the way for a new era in computing power.

As per the information from the National Enterprise Bankruptcy and Restructuring Case Information Network and the announcement issued by the Shanghai No.3 Intermediate People's Court, the Shanghai Institute of Semiconductor Devices has now entered the bankruptcy liquidation phase. On August 27, 2025, responding to the application submitted by the applicant, Shanghai Huisheng Industrial Co., Ltd., the court made a ruling to accept the case for compulsory liquidation. During the liquidation process, the liquidation team found that no monetary assets were handed over, and only a single creditor came forward to declare claims, with the total amounting to RMB 14,132,687.76. Given that the institute's assets were insufficient to cover its debts, the court, on October 30, 2025, made a decision to terminate the compulsory liquidation procedure and gave its approval for the institute to enter bankruptcy liquidation. Consequently, this state-owned research institution, with a history spanning 51 years, is set to bid farewell to the historical stage.

Woer Heat-Shrinkable Material revealed on an interactive platform that it is actively advancing the sample development of next-generation 448G single-channel high-speed cables.

Owing to the fact that the overall demand in the consumer electronics market has not fully bounced back and the widespread practice of pre - installing solid - state drives in laptops, the sales of client - grade SSDs in the retail market have taken a hit. This situation has put a brake on the growth of shipments for storage module companies. In the Western business context, it's common to rely on comprehensive market research reports for such analysis. According to a report from TrendForce, a well - known market research firm, the global shipments of channel solid - state drives are projected to hit around 101 million units in 2024. This figure marks a 14% year - on - year decrease. In the English - speaking business world, using precise percentages and clear time - frame comparisons like "year - on - year" is a standard way to present market data.

Today, ZhiTai officially rolled out its latest addition to the TiPlus lineup — the ZhiTai TiPlus7100s solid-state drive (SSD). This cutting-edge SSD is offered in three distinct capacity options: 1TB, 2TB, and 4TB, with respective price tags of 659 yuan, 1099 yuan, and 1999 yuan. Leveraging Yangtze Memory's state-of-the-art Xtacking 4.0 architecture flash memory chips, this SSD delivers enhanced storage density, blazing-fast I/O speeds, and unwavering reliability.

Market rumors vary regarding whether NVIDIA will launch the RTX 50 Super series graphics cards and their specific release date. Benchlife recently revealed that the relevant plans remain pending. There have been recent rumors suggesting that the series might be canceled, as well as claims that it could be postponed until the third quarter of 2026. However, none of these have been officially confirmed and remain speculative. Previously, it was reported that the RTX 50 Super series was originally planned for release at the end of the first quarter or early in the second quarter of 2026, including models such as the RTX 5070, RTX 5070 Ti, and RTX 5080, with significantly increased memory capacity. However, due to a shortage of GDDR7 memory, the release date may be delayed.

Intel is currently undergoing large-scale layoffs, having cut up to 35,000 positions over the past few years. The protagonist of this article, Jinfeng Luo, was among those laid off. He joined Intel as an engineer in 2014.

In November, the storage chip giant SanDisk implemented a substantial 50% increase in its NAND Flash contract prices. Prior to this, in October, Samsung Electronics had put DDR5 contract pricing on hold. Following suit, companies like SK Hynix and Micron also took similar actions. This move triggered a disruption in the DRAM supply chain, causing DDR5 spot prices to surge by 25% within just a week.

SanDisk's price hike has sent ripples through the downstream storage supply chain. Storage module manufacturers, including Transcend, Innodisk, and Apacer Technology, have responded by suspending shipments and re-evaluating their pricing strategies. Transcend has halted both pricing and delivery since November 7. The company's chairman pointed out that the burgeoning demand for DRAM and NAND Flash, driven by the AI boom, is the root cause. He also emphasized that the upward trend in NAND Flash prices is merely in its early stages.

The chairman of Innodisk concurred, stating that the explosion in AI applications has led to a storage shortage. He predicted that the upward price trend would persist, with the group's revenue from AI-related application products projected to reach 30% of its total.

ZhiTai has proudly introduced a new addition to its TiPlus lineup—the ZhiTai TiPlus 7100s solid-state drive (SSD). This latest offering represents an iterative enhancement over the ZhiTai PCIe 4.0 TiPlus 7100, showcasing remarkable sequential read and write speeds of up to 7400MB/s and 6900MB/s, respectively. Building upon the strengths of its predecessor, the ZhiTai TiPlus 7100s incorporates Yangtze Memory Technologies' state-of-the-art Xtacking 4.0 flash memory particles, elevating its performance to new heights. In scenarios involving 4K random read and write operations, the drive achieves an impressive random read and write speed of up to 1500K IOPS, marking a substantial 66% and 114% increase over the previous generation, respectively. Moreover, the ZhiTai Tianshu Master SSD management software has undergone an upgrade, introducing three innovative features. The ZhiTai TiPlus 7100s is available in three capacity variants: 1TB, 2TB, and 4TB, with respective prices set at 659 yuan, 1099 yuan, and 1999 yuan.

During Tesla's yearly shareholder gathering, Musk disclosed that Tesla is contemplating building a 'colossal chip plant' to cater to the significant need for high - performance chips, a demand propelled by the advancements in artificial intelligence and robotics technology. Shareholders gave the green light to Musk's $1 trillion compensation plan for the upcoming decade, throwing their weight behind his strategic outlook to turn Tesla into a dominant force in the AI and robotics domains.

At present, Tesla is in the process of devising its fifth - generation AI chip, AI5, and intends to assign its production to TSMC and Samsung. It's anticipated that a limited - scale production will kick off next year, with full - fledged mass production slated for 2027. In July of this year, Tesla inked a semiconductor foundry deal worth roughly RMB 107.6 billion with Samsung for the manufacturing of the 'AI6' chip. This chip will find applications in next - generation full self - driving systems, among other uses.

Musk emphasized that even when suppliers are operating at full throttle, they still can't keep up with the demand. This makes it imperative to construct a massive wafer fabrication facility that can initially churn out at least 100,000 wafers per month and eventually scale up to 1 million wafers. He also brought up the possibility that Tesla could think about teaming up with Intel.

On November 10, Nikkei News reported that Japan is gearing up to roll out an economic stimulus package. This package incorporates tax - reduction measures with the aim of fostering investment in 17 pivotal industries. These key industries include cutting - edge fields like artificial intelligence and chips, as well as traditional yet vital sectors such as shipbuilding, aerospace, and defense.

Moreover, the package will lay out a multi - year budget. This move is designed to enhance the predictability of policies, providing businesses with a clearer long - term outlook.

Prime Minister Tomomi Inada is anticipated to present the outline of the stimulus plan at a government subcommittee meeting of the New Economic Strategy Headquarters on Monday. This will be her first significant economic initiative since assuming office.

Back in October, there were reports suggesting that the scale of this plan is likely to exceed last year's $92 billion. The plan is centered around three main pillars: tackling inflation, investing in growth - oriented industries, and bolstering national security.

The Japanese government is currently mulling over the implementation of a new tax system. Under this proposed system, companies would be permitted to deduct a portion of their capital expenditures from their corporate taxes. This plan represents a notable shift in Japan's policy orientation. Previously, the focus was mainly on small and medium - sized enterprises. Now, the new framework is applicable to businesses of all sizes, indicating a more inclusive approach to economic development.

In November 2025, during a shareholder meeting, Elon Musk, the CEO of Tesla, announced that Tesla has ambitions to construct a 'colossal chip - manufacturing plant'. The plant aims to have an initial monthly production capacity of 100,000 wafers, with the ultimate objective of reaching 1 million wafers per month. This facility will be responsible for producing Tesla's in - house developed AI5 and AI6 chips, which are crucial to fulfilling the chip requirements of its autonomous driving and humanoid robot businesses.

Musk also disclosed that Tesla is in the process of developing its fifth - generation AI chip. The AI5 chip will be co - produced by TSMC's Arizona plant and Samsung's Texas plant. Small - scale production is slated for 2026, followed by large - scale mass production in 2027. As for the AI6 chip, Samsung will remain its manufacturer. A cooperation agreement related to this has been signed, with a value as high as USD 16.5 billion, and it will be in effect until 2033.

Several reasons underpin Musk's proposal to build this plant. Firstly, the existing suppliers have limited production capacities, which are unable to keep up with Tesla's ever - increasing demand for chips. Secondly, there are concerns that geopolitical factors could disrupt the chip supply chain. Thirdly, Tesla aims to gain more research and development support and production flexibility. Lastly, by consolidating advantages, the company hopes to enhance system integration and maximize the benefits of vertical integration.