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Daily · Thursday, November 20, 2025

Semiconductor Sector Sees Major Investments and Innovations Amidst Growing Demand

Today’s big news: the semiconductor landscape is buzzing with significant investments and technological advancements. Nvidia is betting big on Nokia to reshape telecom, while SK Hynix is ramping up DRAM production to meet soaring demand. Plus, EPC is pushing the envelope with a new GaN power solution for data centers.

Key Stories

EPC Releases 5 kW GaN AC-DC Reference Design for Data Centers

Summary

EPC has launched a high-efficiency GaN AC-DC reference design aimed at data centers.

Why this matters

• This design enhances power delivery for AI applications, crucial for modern data centers.
• It sets new standards for power management, potentially influencing future designs.
• The focus on efficiency aligns with the industry's push towards sustainable technology.

Nvidia’s $1 Billion Bet on Nokia to Rewire Global Telecom

Summary

Nvidia is investing $1 billion in Nokia to transform mobile network architecture.

Why this matters

• This investment signifies a strategic shift towards integrating AI in telecom infrastructure.
• It could redefine the economic model of mobile networks, impacting global connectivity.
• The collaboration may accelerate the deployment of advanced AI capabilities across telecom.

SK Hynix to ramp up 1c DRAM production 8-fold in 2026

Summary

SK Hynix plans to increase its 1c DRAM production significantly in 2026.

Why this matters

• This move responds to the escalating demand for memory solutions in various sectors.
• A substantial production increase could stabilize supply chains affected by previous shortages.
• It positions SK Hynix as a key player in the competitive memory market.

Semiconductors Up Over 20% in 2025

Summary

The semiconductor market has surpassed $200 billion for the first time, reflecting robust growth.

Why this matters

• A 15.8% growth from Q2 highlights the sector's recovery and resilience post-pandemic.
• This milestone indicates strong demand across AI, automotive, and consumer electronics.
• It sets a positive outlook for continued investment and innovation in the industry.

SpaceX CEO Elon Musk says AI compute in space will be the lowest-cost option in 5 years — but Nvidia's Jensen Huang says it's a 'dream'

Summary

Musk envisions AI computing moving to space, while Huang challenges the feasibility of this idea.

Why this matters

• This debate highlights the challenges of scaling AI infrastructure beyond Earth.
• It raises questions about the future of AI computing and its energy demands.
• The differing views reflect broader tensions in the tech community regarding innovation and practicality.

Editor's Picks

Top 10 AC/DC power supplies

Summary

The latest designs in AC/DC power supplies are showcased, emphasizing efficiency and miniaturization.

Why this matters

• Innovations in power supply design are crucial for the evolving semiconductor applications.
• Higher efficiency aligns with industry trends towards sustainability and performance.
• These developments can influence future product designs across multiple sectors.

Opinions on Defense Industry?

Summary

A discussion emerges on career choices between tech companies and defense contractors for FPGA engineers.

Why this matters

• Insights into the defense sector can guide new graduates in their career paths.
• The balance between innovation pace and work-life considerations is critical in attracting talent.
• Understanding these dynamics can help companies tailor their recruitment strategies.