Main News Intel and SoftBank Begin Collaboration on HBM Alternative for AI Data Centers Intel and SoftBank have begun collaborating on HBM alternative technology with lower power consumption for AI data centers. From Japan, Intel and Sof...

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Main News NVIDIA 's Strong Performance and Impact of China Regulations NVIDIA posted better-than-expected revenue of $44.1 billion in the first quarter of FY2026 (+69% YoY) and its stock price rose, but the company is forecasting an $8 b...

Main News Samsung Foundry wins orders from Nintendo and aims for additional orders from Sony and AMD. This marks an unusual loss for TSMC, which missed out on an order for a SoC for the Nintendo Switch 2. Samsung is looking for a breakth...

Main News CoWoS packaging demand at TSMC could reach extraordinary levels, causing massive disruption to the AI supply chain. This has tightened the supply of substrates and affected NAND prices. The rise of China's semiconductor industr...

Main News TSMC's Advanced Packaging Demand Surges Demand for TSMC's advanced packaging services is surging, supported by AI-related orders from the Middle East and Apple's WMCM. This reflects strong semiconductor demand from AI and key c...

Main News Nvidia is reportedly developing a low-cost AI chip for China. This is to circumvent U.S. export restrictions and may cut prices by 30% by not using TSMC's CoWoS or HBM. The new chip is expected to be the Nvidia RTX PRO 6000D (B...

Main News NVIDIA 's Blackwell GPU Achieves Record Token Speed NVIDIA's Blackwell GPU has reportedly achieved a record token speed of over 1,000 TPS using Meta's Llama 4 Maverick. This represents a significant advance in AI compute perfor...

Main News U.S . Maintains AI Chip Regulations Against China and Nvidia's Reaction The U.S. has rejected Nvidia's request for relaxation and reiterated its policy of maintaining its AI chip regulations against China, which Nvidia CEO Jens...

Main News NVIDIA' s Sharp Drop in Chinese Market Share and Dependence on TSMC Due to U.S. export restrictions, NVIDIA's share of the Chinese market has dropped significantly to 95 %から50%. Huawei has seized this situation and NVIDIA is ...