The chip industry in 2025: Boom, rivalry, and a fragile new order

Jerry Yang, Taipei; Jingyue Hsiao, DIGITIMES Asia Wednesday 31 December 2025 0

In 2025, generative AI investments are reshaping the global semiconductor industry. Nvidia, TSMC, and their supply chains emerge as the biggest winners. But the boom brings new challenges. Rising competition in AI chips threatens a market bubble. Meanwhile,...

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