Daily Tech News 26 November 2025

Top Story

• TSMC, the world's leading manufacturer of high-end chips, says it can meet one third of the demand from AI buildouts. (Tom's Hardware)
  
  Expect shortages of everything electronic. Except hobby stuff like the Raspberry Pi Pico which is made on equipment from 2008 that the AI guys don't even think about.
  
  
  
• Rapidus - a new Japanese chipmaker funded by a list of the top companies in that country including Toyota and Sony - is set to start construction of a 1.4nm fab in Hokkaido in 2027. (Tom's Hardware)
  
  Due to start production in 2029.
  
  So don't expect relief from the crunch any time soon.
  
  Unless the bubble bursts.
  
  
  

Tech News

• Intel's Nova Lake CPUs - expected next year with up to 52 CPU cores - will also have up to 144MB of last-level cache, similar to AMD's X3D chips. (WCCFTech)
  
  But you can't have the 52 cores and the 144MB of cache. The 52 core version has a second CPU die, and apparently the large cache version needs the space for its cache die. 28 cores max on those models, and only 8 of them full speed.
  
  By comparison, AMD is expected to launch CPUs next year with 24 full speed cores, but no "efficiency" cores.
  
  
  
• What is the role of tech journalism in a world where CEOs no longer feel shame? (Platformer)
  
  Your role is to report the fucking news.
  
  This is about that disastrous interview with Roblox's CEO, but also about reporters who have completely forgotten - if they ever knew - that their job is to report:

  I'm still reckoning with what it means to do journalism in a world where the truth can barely hold anyone's attention - much less hold a platform accountable, in any real sense of that word. I'm rethinking how to cover tech policy at a time when it is being made by whim. I'm noticing the degree to which platforms wish to be judged only by their stated intentions, and almost never on the outcomes of anyone who uses them.

  No sign of intelligent life.
  
  
  
• Campbell's Soup's CISO and vice president Martin Bally has been put on leave after video of him surfaced declaiming that Chicken noodle soup is people! You're eating people! and I'm mad as hell and I'm not going to take it anymore. (The Register)
  
  Although the audio is garbled, in a later section he appears to cry out You maniacs! You blew it up!
  
  
  
• Amazon has launched its Leo satellite internet, offering speeds of up to one gigabit per second. (Amazon)
  
  Can you use it? Not yet. Trials for enterprise customers start next year.
  
  Also, Amazon's satellite cloud falls just a little short of Starlink's: 150 vs. nearly 8000.