Monthly Archives: November 2025

[News] The Nexperia Wake-Up Call: Reliance on Chinese Chips Nearly Froze Global Auto Production

Posted on 2025-11-24 by TrendForce

The Nexperia dispute has shaken the global supply chain. According to Reuters, the incident has highlighted China’s considerable leverage in the global chip ecosystem, particularly across the mid- and low-end segments. It has also exposed the vulnerabilities of the automotive …

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[News] Japan Reportedly Adding ¥1 Trillion in Rapidus Support as It Targets FY2030 Profitability, FY2031 IPO

Posted on 2025-11-24 by TrendForce

Japan has been stepping up its 2nm ambitions through Rapidus. According to Nikkei, Japan’s Ministry of Economy, Trade and Industry (METI) said on the 21st that it will extend an additional ¥1 trillion (about $6.37 billion) in government support to …

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[News] Kioxia’s Post-Earnings Challenges: QLC Transition Lag, SK hynix’s Arms-Length Stake

Posted on 2025-11-24 by TrendForce

As Japan’s Kioxia posted weak September earnings in mid-November, its challenges amid the AI boom and rising memory rivals drew attention. DealSite suggests the company faces hurdles in boosting profitability and QLC competitiveness, while industry observers cited by the report …

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[News] TSMC’s 2026 CapEx Reportedly Near US$50B, Driven by 2nm Expansion and Global Buildout

Posted on 2025-11-24 by TrendForce

TSMC will hold its 2025 Supply Chain Management Forum on the 25th, an event widely viewed as a key gauge of next year’s capital-expenditure outlook. According to Commercial Times, institutional investors expect TSMC’s 2026 CapEx to reach as much as …

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[News] Intel’s EMIB Reportedly Gains Traction with AI ASIC, Smartphone Clients, Could Package TSMC Dies

Posted on 2025-11-24 by TrendForce

Recent reports that Apple and Qualcomm are recruiting engineers with EMIB (Embedded Multi-die Interconnect Bridge) expertise suggest Intel’s packaging technology is regaining momentum—helped in part by the tight squeeze on TSMC’s capacity. According to the Commercial Times, the shift indicates …

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