October 2025– date –

Main News OpenAIのサムスンおよびSKハイニックスとの大規模メモリ契約、AIチップ供給チェーンの変革を示唆 OpenAIは、サムスンおよびSKハイニックスと大規模なメモリ供給契約を結び、AIチップサプライチェーンの構造変化を引き起こしています。OpenAIは「...

Main News OpenAI's Stargate Project Drives DRAM Supercycle OpenAI has asked Samsung and SK hynix to supply DRAM for HBM for its large-scale AI infrastructure project, Stargate, which could reach up to 900,000 wafers per month. wafers per...

Main News OpenAI to Work with TSMC/Samsung/SK Hynix to Build AI Chip Supply Chain OpenAI CEO Sam Altman made a "secret visit" to Taiwan to contact TSMC for an extremely ambitious internal AI chip project. He also headed to Korea, where h...

Global Market Driven by AI and Semiconductors: Intensifying Technological Hegemony and Supply Chain Restructuring Introduction: AI and Semiconductors Frenzy, Market's Main Battleground is "Next Generation September 2025 is notable as a p...

Introduction. Here is a summary of key artificial intelligence (AI)-related news and its impact on manufacturing during the week of September 21-27, 2025, from the release of new OpenAI features to improvements in Google's Gemini 2.5 mod...

Main News TSMC to Bring Forward Production of Leading-Edge Node A16 in Arizona by One Year TSMC expects to bring forward the start of production of the leading-edge node A16 (1.6nm) at its third fab in Arizona to 2027, one year earlier t...