The United States and Japan lead the ranking with 4 projects each. The boost is provided by the processing needs of GenAI applications, especially in the leading-edge memory and logic segments.

The semiconductor industry will initiate 18 new factory construction projects in 2025. The new projects include 3 facilities of 200 mm and 15 of 300 mm, most of which are expected to begin operations between 2026 and 2027, according to the latest quarterly World Fab Forecast report from the global association SEMI.

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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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Construction of 18 new semiconductor plants to begin this year

The United States and Japan lead the ranking with 4 projects each. The boost is provided by the processing needs of GenAI applications, especially in the leading-edge memory and logic segments.

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 30-12-2025

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Rappi ranks the most valuable Latin American startup in 2025

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Entel rejects Subtel’s plan to re-auction spectrum