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Daily · Friday, November 28, 2025

Semiconductor industry braces for challenges as TSMC expands and memory market grapples with ethics

Today’s big story: TSMC is ramping up its 2nm fab plans, signaling a bold move in advanced semiconductor manufacturing. Meanwhile, the memory market faces tough ethical decisions as companies weigh profits against responsible practices. You can expect ongoing caution as the industry navigates these complex waters.

Key Stories

TSMC to build ten 2nm fabs in Taiwan

Summary

TSMC is expanding its 2nm fabrication capacity from seven to ten fabs in Taiwan.

Why this matters

• This expansion underscores TSMC's commitment to leading-edge technology and manufacturing capabilities.
• It positions TSMC to better meet the growing demand for advanced chips in AI and high-performance computing.
• Increased capacity may affect global supply chains and competitive dynamics in the semiconductor landscape.

To Take the Order or Not to Take the Order: That is the Question Now!

Summary

The semiconductor memory market is at a crossroads regarding profitability and ethical practices.

Why this matters

• Companies like Micron and Samsung face pressure to balance financial success with ethical considerations in their operations.
• This dilemma could shape future business strategies and consumer perceptions in the memory sector.
• Decisions made now may have long-lasting implications for market stability and corporate responsibility.

Expect more of the same for 2026, says ecsn

Summary

The ecsn reports cautious sentiment among its members as they approach 2026 amid market uncertainties.

Why this matters

• Ongoing market uncertainties could hinder growth and innovation within the semiconductor distribution sector.
• This cautious outlook may lead to tighter supply chains and reduced investment in new technologies.
• Distributors need to adapt strategies to navigate these challenges effectively.

Navitas consolidates Asian franchised distributor base

Summary

Navitas Semiconductor is enhancing its distribution network in Asia by partnering with WT Microelectronics.

Why this matters

• Strengthening distribution channels is crucial for improving access to GaN and SiC power semiconductors in a growing market.
• This move could boost Navitas' market share and operational efficiency in Asia.
• Enhanced technical support may lead to faster adoption of innovative power solutions.

Power Tips #147: Achieving discrete active cell balancing using a bidirectional flyback

Summary

A new method for active cell balancing in multicell battery systems is introduced using a bidirectional flyback approach.

Why this matters

• This technology is essential for optimizing energy management in modern applications, particularly in automotive sectors.
• The compact and scalable solution could drive innovation in battery technology.
• It highlights the growing importance of power efficiency in semiconductor applications.

DigiKey powers up power supply configuration tool

Summary

DigiKey has launched a new tool to simplify power supply system design.

Why this matters

• This tool aims to enhance design efficiency for engineers and system integrators, potentially speeding up product development cycles.
• By simplifying complex configurations, DigiKey is addressing a critical need in the power electronics market.
• It could lead to broader adoption of advanced power supply solutions.

Editor's Picks

Power roadshow for Europe

Summary

Avnet Silica is launching a series of power management roadshows across Europe.

Why this matters

• These events will foster collaboration and knowledge sharing among industry professionals, driving innovation in power technologies.
• Engaging engineers directly can lead to new partnerships and business opportunities.
• The focus on energy innovation aligns with global trends toward sustainable technology.

ITSA reports Q3 sales up 7% and orders up 9%

Summary

ITSA's Q3 report shows positive growth in the UK connector market despite sector-specific declines.

Why this matters

• The overall increase in sales and orders indicates resilience in certain market segments, particularly military/aerospace and medical.
• Understanding these trends can help companies strategize for future growth opportunities.
• This data may influence investment decisions and market forecasts moving forward.