Gartner assured that the industry will lose sales of almost US$ 30 billion compared to this year. There are two factors at play: oversupply and its flip side, sluggish demand, and a global economy affected by inflation, rising interest rates and an incipient recession. TSMC will reduce its capital expenditure by 10% in 2022.

The consulting firm Gartner has drastically changed its forecast for the global semiconductor industry's revenue growth for 2023. Last July, it went from predicting a very slight growth of less than 1% compared to 2022, to forecasting a drop of 3.6%.

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Globales · Hardware11/12/2025

Google’s TPUs successfully challenge Nvidia’s GPUs

Big Tech chips power the Gemini 3 model, which outperformed ChatGPT 5.1—the latest version of the popular OpenAI model, which runs on Nvidia processors—in tests. It has now been announced that Anthropic will acquire one million TPUs, paying around US$25 billion for them. Meta is reportedly considering following the same path.

Globales · Data Center18/12/2025

AI pushes data center capital spending to new levels

According to a Dell’Oro report, investment rose by nearly 60% in the third quarter of 2025 compared with the same period in 2024. Hyperscalers are investing simultaneously in accelerated computing, general-purpose servers, and supporting infrastructure.

Globales · Internet & OTT15/12/2025

Webscale market imbalance: revenues rise 14% while capex jumps 63%

These are figures from analyst firm MTN Consulting for the third quarter of 2025 compared with the same period in 2024. The study notes that there are “very few proven business models” and that advertising remains a very important source of revenue for large companies, but warns that it will be subject to consumer conditions in 2026.

Globales · Economy04/12/2025

WEF says that if the ICT sector reduces its environmental impact, it can add US$ 800 billion in value

A new study to be discussed at the 2026 Davos Forum highlights the economic benefits of reducing the use of natural resources through strategies such as circular economy practices, recycling, and the use of renewable energy.

América Latina · Smartphones & Devices02/12/2025

Trasna’s new factory in Brazil could be operational by early 2026

This was confirmed to Convergencialatina by Gabriel Poggio, the company’s director for Latin America and Iberia, which specializes in IoT, SIM/eSIM and connectivity solutions.

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Global chip market outlook for 2023 gloomy

MORE ANALYSIS

Google’s TPUs successfully challenge Nvidia’s GPUs

AI pushes data center capital spending to new levels

According to a Dell’Oro report, investment rose by nearly 60% in the third quarter of 2025 compared with the same period in 2024. Hyperscalers are investing simultaneously in accelerated computing, general-purpose servers, and supporting infrastructure.

Webscale market imbalance: revenues rise 14% while capex jumps 63%

WEF says that if the ICT sector reduces its environmental impact, it can add US$ 800 billion in value

A new study to be discussed at the 2026 Davos Forum highlights the economic benefits of reducing the use of natural resources through strategies such as circular economy practices, recycling, and the use of renewable energy.

Trasna’s new factory in Brazil could be operational by early 2026

This was confirmed to Convergencialatina by Gabriel Poggio, the company’s director for Latin America and Iberia, which specializes in IoT, SIM/eSIM and connectivity solutions.

A DIARIO LATINO 24-12-2025

Cooperatives launch PanaPay, a digital wallet for instant payments and collections

Cirion activates its new data center in Lurín

Special tax on violent video games takes effect January 1

Starlink to compete with communications service providers starting in 2027

Investor says Paramount’s new offer for Warner Bros “is not enough”